KOKOMO, Ind., Jan. 21, 2025 (SEND2PRESS NEWSWIRE) — CFD Companies, home to a fully independent Broker/Dealer and RIA, announced key community building initiatives for 2025. Though the firm has experienced significant growth, it remains committed to fostering a family-like community that is the foundation for delivering exceptional service.
KOKOMO, Ind., Dec. 2, 2024 (SEND2PRESS NEWSWIRE) — CFD Companies, home to a fully independent Broker/Dealer and RIA, announced that they continued to enjoy growth in the second and third quarters of 2024. Multiple financial professionals moved their affiliations from competitors to the CFD Companies during the last two quarters, bringing over an additional $300 […]
FORT LEE, N.J., Aug. 4, 2023 (SEND2PRESS NEWSWIRE) — Palisade Capital Management, LP has been recognized by Financial Advisor magazine as one of the top registered investment advisors in the country. For over 25 years, individuals and families have turned to Palisade Private Wealth Management for comprehensive wealth management.
NEW YORK, N.Y., Aug. 1, 2023 (SEND2PRESS NEWSWIRE) — Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to announce that it has been ranked as one of the top RIAs with $1.0 billion or more in assets.
FORT LEE, N.J., May 2, 2023 (SEND2PRESS NEWSWIRE) — Palisade Capital Management, LP, an independent woman-led and majority woman-owned registered investment advisor with approximately $4.1 billion of assets under management, is pleased to announce nine new equity partners, completing an important phase of Palisade’s strategic plan and evolution.
NEW YORK, N.Y., Sept. 20, 2022 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $5.0 billion in assets under management (AUM) as of 12/31/21, has been named to Barron’s Top 100 Registered Investment Advisor (RIA) Firms for 2022. This is Barron’s seventh annual ranking of registered independent advisory firms […]
CAMP HILL, Pa., Dec. 3, 2019 (SEND2PRESS NEWSWIRE) — Camp Hill based Conte Wealth Advisors continues its considerable expansion efforts opening an office at 1423 E Market St in York and welcoming two seasoned advisors into the organization.
