Weinheimer Wealth Management Joins Exencial Wealth Advisors
Wealth Management
DECEMBER 19, 2023
Exencial has picked up a $500 million Austin firm in its 3rd-ever acquisition.
Wealth Management
DECEMBER 19, 2023
Exencial has picked up a $500 million Austin firm in its 3rd-ever acquisition.
Carson Wealth
MARCH 13, 2024
Carson Wealth announces the addition of its 13th wholly-owned office with a new location in Elkhorn, Neb., The three-person team, managing more than $163M in assets*, will be led by Managing Directors and Wealth Advisors, David Carroll and Jon Springer along with Client Services Manager, Jessica Fricke.
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Zoe Financial
NOVEMBER 21, 2023
The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 22, 2023 Watch Time: 2.5 minutes Transcript: Welcome to this week’s Wealth Management Digest. And then the second one is that LPL launches their W2 model for high-net-worth advisors. .”
Wealth Management
NOVEMBER 30, 2023
We are pivoting to cover the wider world of alternatives and how wealth advisors are using these tools in client portfolios.
Zoe Financial
NOVEMBER 9, 2023
The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 9, 2023 Watch Time: 3 minutes Transcript : All right, so let’s start with the first one here: President Biden’s junk fee crackdown. We believe financial advice should come from unbiased and certified professionals.
Wealth Management
SEPTEMBER 29, 2022
The move establishes EP Wealth's presence on the East Coast, and marks milestone in the firm's planned national expansion.
Zoe Financial
NOVEMBER 13, 2023
The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 14, 2023 Watch Time: 3 minutes Transcript : Welcome to this week’s Zoe’s Wealth Management Digest. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States.
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