by Financial Advocates | Nov 12, 2021 | Blog
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES FAs Must Go Beyond Technical Expertise to Drive Effective Post-Pandemic Client Service With technology ubiquitous and remote work the norm, wealth management firms are focusing on helping FAs drive deeper client...
by Financial Advocates | Sep 28, 2021 | Press Release
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Financial Advocates Expands Footprint and Welcomes New Advisors Following LPL’s Acquisition of Waddell & Reed OLYMPIA, WASH. (PRWEB) SEPTEMBER 28, 2021 Financial Advocates, LLC (FA), the largest Office of Supervisory...
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...
