Wealth Management

JULY 3, 2025

California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B Diana Britton , Executive Editor , WealthManagement.com July 3, 2025 3 Min Read Bordeaux Wealth Advisors, a $5.6 has merged with Focus Partners Wealth, one of Focus Financial Partners’ hub firms, according to a LinkedIn post.

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Wealth Management

JUNE 30, 2025

Will More Wealth Advisors Gravitate to 401(k) Plans?

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Tobias Financial

JUNE 23, 2025

Our Wealth Advisor Franklin Gay, CFP®, EA , recently shared his perspective in a Financial Advisor Magazine , where he addressed some of the concerns that individuals are navigating today. Rather than reacting to uncertainty, it can be helpful to view Social Security as one piece of a long-term retirement strategy.

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Indigo Marketing Agency

APRIL 28, 2023

Similar to a newspaper or magazine headline, yours should be catchy, interesting, and easy to read. If you work for a very large firm with high name recognition, I would use the firm name in your headline, such as Wealth Advisor at XYZ Wealth Management Group.

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Indigo Marketing Agency

JANUARY 11, 2021

We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor , a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute. Need Help Growing Your Business?

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Indigo Marketing Agency

DECEMBER 19, 2022

He is the host of the Bridging the Gap podcast and is frequently quoted in The Wall Street Journal, Business Insider, Entrepreneur, Financial Advisor Magazine, Medium, ThinkAdvisor, and Advisor Perspectives. Lawrence (Larry) Sprung is a CFP® professional and founder and wealth advisor of Mitlin Financial.

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WiserAdvisor

SEPTEMBER 22, 2022

If you are unsure about how or where to start, you can also consider hiring a financial advisor. You can also read magazines and subscribe to financial podcasts, blogs, journals, and more. However, if you feel like you need further help, you can consider hiring a professional financial advisor in your area.

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