by Financial Advocates | Mar 1, 2022 | Blog
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES The Importance of Valuations We’re often asked the question “Why do I need a valuation, especially if I have no intention of selling the business any time soon?” We always respond that knowing the baseline value of your...
by Financial Advocates | Mar 1, 2022 | Blog
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Would You Hire You? How often have you gone to a website to better understand a business and walked away more confused and less informed than when you first Googled the company? Are your prospects and clients finding the...
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 | HIDDEN
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...
