Month: October 2023

[ad_1] Michael E. Schrage, Chairman of the Board and Chief Executive Officer of Centier Bank, is pleased to welcome Steven Swingler as Investment Executive in the bank’s wealth investment department, Centier Investment Services. Swingler joins Centier having held the roles of financial advisor at one of the nation’s largest investment management firms, advanced options trade… Continue reading CENTIER BANK WELCOMES STEVEN SWINGLER AS INVESTMENT EXECUTIVE

[ad_1] Several powerful GOP political operatives, including former Florida House Speaker Richard Corcoran, will have to turn over a bevy of records, including any showing payments or messages sent to far-right blogger Jacob Engels, as part of a libel suit filed by a former Republican House candidate against Engels. Elizabeth Cornell, who lost her race for… Continue reading GOP operatives ordered to provide records in Engels libel suit – Orlando Sentinel

[ad_1] A certified retirement counselor can be a valuable asset in your retirement planning journey. While nearly all financial advisors can help with retirement planning, some advisors earn additional certifications to show off their specific area of expertise. A certified retirement counselor (CRC) is a financial professional who can help you with things like creating… Continue reading What Is a Certified Retirement Counselor (CRC)?

[ad_1] A stockholder in Avantax Inc., which is being acquired by the giant broker-dealer network Cetera Holdings Inc., last week sued Avantax, claiming that its board of directors had approved the filing of a proxy statement that had incorrect information about the merger and potentially could harm investors. One of those named in the complaint… Continue reading Avantax hit with shareholder suit alleging merger misinformation

[ad_1] What To Do With Your 401(k) When You Leave Your Job  TAPinto.net [ad_2] Source link

[ad_1] Independent and hybrid RIAs are gaining advisors faster than broker-dealers, according to a study published Monday by Cerulli Associates. The research firm found that over the past decade, the number of advisors working at independent RIAs had a compound annual growth rate of 5.2%. Over the same period, the number of independent RIA firms grew… Continue reading Independent, hybrid RIAs top the industry in advisor growth, study finds