M2 EQUITYBITES-January 11, 2018-AFH Financial Group Closes Acquisition of Monopoly Financial Consultants
has facilitated the merger between Summit Financial Consultants
and Sorensen Wealth Management, two independent hybrid registered investment adviser (RIA) firms based in Westlake Village, California, the company said.
According to the administrative complaint, Citizens Securities financial consultants
operate out of Citizens Bank locations in the state.
com)-- Steven Tyler Carter, Chief Investment Officer of Voth Nixon Group, offers suggestions regarding what financial consultants
should focus on in order to increase their success rate and capital flow within a landscape of unceasing regulatory and technological developments.
Banks still struggle with overcoming the transactional mindset so prevalent in a bank environment and having their financial consultants
and platform bankers embrace life insurance as a product offering.
will arrive in Kyrgyzstan next week, who will present the interim results on Kumtor project solutions, First Vice Prime Minister Joomart Otorbaev said during visit to Kumtor mine on June 14.
In their new positions, Cantele and Giorgi are responsible for providing training and sales support to HVFCU Financial Services financial consultants
at 21 branch locations throughout Dutchess, Orange, Ulster and Putnam counties.
Gebers was named to the firm's Chairman's Council which recognizes top financial consultants
for their client-first focus.
At a special board meeting of the district Monday night, staffers and board members met with developers, financial consultants
and the community to discuss ways to manage an anticipated shortfall of $124 million by the 2009-10 fiscal year.
, whose principal function is to sell mutual funds and annuities and handle securities transactions;
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One area of focus--where the financial consultants
already do a great deal of work--is in planned giving and bequests.