by Financial Advocates | Jun 2, 2021 | Press Release
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES LPL Nabs $150M FA Practice from Blucora’s Avantax LPL Financial says it has lured another wealth management team from Avantax Investment Services, part of Blucora. Longview, Texas-based Benchmark Financial Services, led by...
by Financial Advocates | Apr 12, 2021 | Blog
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Cracking the Code in Financial Services From a Catamaran Running a business of any kind is a daunting task in the best of times. But on a boat in the middle of a pandemic? That’s a gamble Christian D’ Urso, founder of...
by Financial Advocates | Mar 24, 2021 | Press Release
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Financial Advocates Celebrates 25 Years in Business, Expands Marketing Consulting Services to Support Financial Advisors in 2021 The company’s high-touch service continues to strengthen the arsenal of tools independent...
by Financial Advocates | Jan 19, 2021 | Blog
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Building a Strong Succession Plan is a Marathon, Not a Sprint The oldest and most prestigious road race in America – the Boston Marathon – is a bucket list race for runners. Between its grueling Heartbreak Hill and winding...
by Financial Advocates | Dec 14, 2020 | Blog
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES The Financial Planning Trends to Leverage in 2021 and Beyond The year 2020 has been all about resilience. While advisors know to expect levels of volatility within the market, the ways in which we conduct our businesses...
