INSIGHTS
News, Articles and Financial UpdatesThree Common Concerns Clients Have During an Election Year and How to Address Them
It’s an election year, which means you cannot avoid politics. There are debates and rebukes, polls and pontifications, and clients who want to...
Advisor Technology Solutions to Embrace in 2020
If you weren’t successful with your goal to implement new technology last year, let’s make it happen in 2020! When it comes to leading advisory...
Six Financial Advisors Seeking Independence Partner With Financial Advocates
OLYMPIA, WA., January 26, 2020 – Financial Advocates, a leading provider of superior, concierge-level services to independent...
The Greatest Wealth Transfer: Challenges and Solutions
Are you ready for what is being called the greatest wealth transfer in our history, the intergenerational passing of up to $68 trillion in wealth...
Charity Spotlight: Ellen Ross / Bozeman Flames
Inclusion, Opportunity and Growth for All in BozemanEllen Ross faced a dilemma eight years ago. Her son was graduating from high...
What We’ve Learned from Our Partners in Philanthropy in 2019
The Partners in Philanthropy Program (PIP) continues to increase our awareness of the amount of charitable work occurring among so...
Angela Vlach named President and CEO of Financial Advocates
Dear Partners, Colleagues, and Friends,Today we announced a shift in the structure of our executive management team at Financial Advocates. The...
Don’t Abandon Traditional Marketing, Just Yet!
While digital marketing is one way of gaining brand exposure, traditional marketing is still alive and well. We are going to share compelling...
Angela Vlach Named CEO of Financial Advocates, Making Her The First Female Leader of a Large Enterprise at LPL Financial
Gary Campbell to assume the role of Chief Strategy OfficerOLYMPIA, WA., November 13, 2019 – Financial Advocates today announced that...
Charity Spotlight: Integrity Wealth / All People Free
A Plan to Eradicate Slavery in PakistanTodd Homer, founder and wealth advisor for Integrity Wealth Advisors in Yakima, Washington,...
