By Nextgen Family Office Services LLP NextGen Family Office Services LLP, a Chartered Accountant-led multi-family office advisory firm with offices in Delhi NCR and Indore, has published a comprehensive explainer on private family trusts in India — widely regarded as one of the most...
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 | By Summit Financial Group, Inc. Summit Financial Group is proud to announce that Kaci Skidgel*, President of Summit, has been recognized among the 2026 PLANADVISER Top Retirement Plan Advisers, an honor that highlights outstanding retirement plan professionals across the country.
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 | By Summit Financial Group, Inc. Summit Financial Group is proud to announce that our Investments Team has been selected as a Top DC Advisory Team of 2026 by the National Association of Plan Advisors (NAPA).
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By Aviance Capital Partners Milestone reflects 17 years of steady growth, long-term client relationships, and a commitment to independence and personalized wealth management
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 | By Lyfeguard Mark Allcock, former Co-founder and CTO of 10x Future Technologies, joins Lyfeguard to lead platform architecture and scale secure infrastructure supporting families, advisers and professionals managing life's essential information.
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By Knight's Pledge Wealth Management Knight's Pledge Wealth Management has been recognized by Forbes as a Best-In-State Wealth Management Team for 2026.
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By Money In Focus The global distribution of wealth is undergoing a quiet but profound transformation.
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By Sterling Advisory Group Southfield, Michigan – November 2024 — Sterling Advisory Group, a values-based financial advisory firm founded in 2023, recently marked its two-year anniversary, reflecting a period of steady growth and a continued commitment to helping individuals,...
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By JKS Financial Expansion aims to meet growing client demand in the North Hills of Pittsburgh
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By FORE Institute The Family Office Real Estate Institute (FORE Institute) is gearing up for its highly anticipated 3rd Annual Conference, scheduled to take place at the prestigious University of Denver from September 16-17, 2025.
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 | By Summit Financial Group, Inc. Summit is proud to announce the addition of David Beck, CPA, QPA, ERPA, to its leadership team as a Senior ERISA Consultant.
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By Larry Wells Larry Wells, a seasoned insurance professional and former Baptist minister, announces the official launch of his website—offering individuals and families trusted retirement guidance, income planning, and personalized wealth protection solutions.
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By Charles Lebrock Alpha Wealth is revolutionizing wealth management by turning traditional financial strategies on their head, providing clients with legally protected, bespoke wealth structuring that can potentially yield 5–10x the initial investment.
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 | By Aterna AI LLC Aterna AI today announced to the public its 2024 results for their innovative AI Trading System, delivering exceptional performance with an average monthly return of 4.3%, culminating in a 67% annual gain with a maximum drawdown of just 3.79%.
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By Contemi Solutions Contemi Solutions, a leading provider of financial technology solutions, is pleased to announce the appointment of Ceri Smith as Sales & Account Director for Wealth Intelligence in the UK.
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 | By Activest Wealth Management Activest has been named to Newsweek's America's Top Financial Advisory Firms 2025, a recognition that reflects our unwavering commitment to excellence and dedication to providing personalized financial advisory services with the goal of empowering...
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 | By Trajan Wealth Trajan Wealth's November 2024 Market Review, by Chief Investment Officer Udayan Mitra, CFA. His insights are below; read the full review here. November 2024 Market Review The US Presidential elections resulted in the GOP winning Congress.
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 | By Trajan Wealth Trajan Wealth shares its October 2024 Market Review, authored by Chief Investment Officer Udayan Mitra, CFA. Read the full review here. October 2024 Market Review Following the 2024 US General Election, US equities are up, while bonds are declining.
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 | By Trajan Wealth "The global financial crisis - missed by most analysts - shows that most forecasters are poor at pricing in economic/financial risks, let alone geopolitical ones."- Nouriel Roubini
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 | By Summit Financial Group, Inc. Summit Financial Group, Inc., is excited to invite you to an exclusive leadership event titled "Here Come the Girls" on October 29th at 10 am CT.
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By WH Cornerstone Investments Strengthens Commitment to Client Wealth and Business Succession Planning
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By Flexible Plan Investments, Ltd. Flexible Plan Investments Ltd. (FPI), a leading provider of dynamic, risk-managed investment solutions, announced that industry-veteran Carl Resnick has joined the firm as vice president of national sales.
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 | By Trajan Wealth Matthew Perry played Chandler Bing on the wildly successful sitcom Friends. Off-screen, Perry's life has been a testament to smart financial planning and strategic estate management.
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 | By Trajan Wealth "At all times, in all markets, in all parts of the world, the tiniest change in rates changes the value of every financial asset." - Warren Buffet
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 | By ShellBlack FSC Implementation Accelerator is Tailored for Wealth Firms and RIAs
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 | By Trajan Wealth Pet trusts ensure your furry friends' ongoing care and welfare.
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 | By Trajan Wealth "The most contrarian thing of all is not to oppose the crowd, but to think for yourself." - Peter Thiel.
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 | By Trajan Wealth As the election nears, how should investors be rooting? Republicans are usually seen as more "business-friendly" than Democrats, but has that translated to stock market outperformance?
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 | By Trajan Wealth Trajan Wealth opens a brand new office in Scottsdale, Arizona.
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