AAMS

LPL Financial Welcomes Bice Wealth Management

Retrieved on: 
Wednesday, February 21, 2024

SAN DIEGO, Feb. 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Cubby Bice MBA, AAMS, CRPC has joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • SAN DIEGO, Feb. 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Cubby Bice MBA, AAMS, CRPC has joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • He reported serving approximately $130 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic.
  • Based in Mooresville, N.C., Bice Wealth Management is an independent financial firm committed to helping clients pursue their financial goals.
  • We look forward to a long-lasting relationship with Bice Wealth Management.”

Former Concorde Holdings CEO Drew Jackson Joins Capital Square as Senior Managing Director, Private Wealth Solutions

Retrieved on: 
Tuesday, February 6, 2024

Jackson joins Capital Square from Concorde Holdings, a leading broker-dealer, registered investment adviser and insurance agency, where he most recently served as president and chief executive officer.

Key Points: 
  • Jackson joins Capital Square from Concorde Holdings, a leading broker-dealer, registered investment adviser and insurance agency, where he most recently served as president and chief executive officer.
  • "We are thrilled that Drew Jackson, a well-respected and exceptionally knowledgeable leader in our industry, has joined Capital Square's leadership team.
  • Earlier in his career, Jackson directed the wealth strategies group of Scott & Stringfellow and BB&T Securities (now Truist Financial), where he led those firm's client-focused wealth management programs.
  • In 2023, Jackson was a finalist for WealthManagement.com's "CEO of the Year."

Online Video Remains the Growth Engine of Content Investment with Local Content Still Key to Acquiring Subscribers

Retrieved on: 
Monday, December 11, 2023

Ex-China, online video revenues in Asia Pacific were expected to hit US$46 billion in 2028, up from US$29 billion this year.

Key Points: 
  • Ex-China, online video revenues in Asia Pacific were expected to hit US$46 billion in 2028, up from US$29 billion this year.
  • In terms of content trends and investment, although pay TV remained the largest vertical, online video was the growth engine of video content investment, with local and Asian content leading premium VOD viewership with the highest reach.
  • Hence local content remained key to acquiring subscribers in the region, and constantly over-indexing with new users.
  • A strong focus on content closed off the Summit, with panellists agreeing that Asian content could not be lumped together.

LPL Financial Welcomes ViewPoint Wealth Partners

Retrieved on: 
Thursday, November 2, 2023

SAN DIEGO, Nov. 02, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that five financial advisors with ViewPoint Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • SAN DIEGO, Nov. 02, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that five financial advisors with ViewPoint Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • The team reported having served approximately $550 million in advisory, brokerage and retirement plan assets*, and joins LPL from Ameriprise.
  • Collectively, the advisors have more than 115 years of industry experience, with each financial professional bringing different strengths to the team.
  • Scott Posner, LPL Executive Vice President, Business Development, stated, “We welcome the ViewPoint team and are honored they saw the value in partnering with LPL to enhance their practice and elevate clients’ service experiences.

Capitol Securities Welcomes Daniel S. Zaruba, AAMS, to our firm

Retrieved on: 
Friday, August 25, 2023

GLEN ALLEN, Va., Aug. 24, 2023 /PRNewswire/ -- Capitol Securities Management, Inc. is pleased to welcome Daniel S. Zaruba to our firm.

Key Points: 
  • GLEN ALLEN, Va., Aug. 24, 2023 /PRNewswire/ -- Capitol Securities Management, Inc. is pleased to welcome Daniel S. Zaruba to our firm.
  • Dan began his career as a Financial Advisor at John Hancock in 1985.
  • Capitol Securities Welcomes Daniel S. Zaruba, AAMS, to our firm
    Dan is currently licensed in seven states and holds a Series 6, 7, 63, 65, 66, Life and Health License.
  • Dan is a graduate of the College of William and Mary with a BS in Geology, Class of 1984.

LPL Financial Welcomes Integrity Wealth Advisor Group

Retrieved on: 
Thursday, June 8, 2023

CHARLOTTE, N.C., June 08, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Todd Rosel, AAMS, and Larry D. Smith have joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • CHARLOTTE, N.C., June 08, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Todd Rosel, AAMS, and Larry D. Smith have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • With the move, the longtime friends will combine their individual practices to form a new independent firm, Integrity Wealth Advisor Group .
  • “Everything we do revolves around helping people organize their wealth, make smart financial decisions and work toward their goals.
  • We look forward to a long-lasting relationship with Integrity Wealth Advisor Group.”

Bridgewright Wealth Partners Launches With Support From LPL Strategic Wealth Services

Retrieved on: 
Monday, May 22, 2023

“It’s our goal to help clients through the minefield of emotions and misinformation concerning investing and wealth management,” Pienton said.

Key Points: 
  • “It’s our goal to help clients through the minefield of emotions and misinformation concerning investing and wealth management,” Pienton said.
  • They interviewed more than a dozen wealth management firms during their due diligence process, which ultimately led them to LPL Strategic Wealth Services.
  • Advisors who use Strategic Wealth have access to LPL’s integrated wealth management platform, along with an added layer of ongoing strategic support for daily operations and long-term business management.
  • With LPL Strategic Wealth Services, we’ll have the tools and resources at our disposal to help clients continue forward without constraints.

Top Aces Corp. Announces Strategic Investment in EpiSci

Retrieved on: 
Friday, March 3, 2023

MESA, Ariz., March 3, 2023 /PRNewswire-PRWeb/ -- Top Aces Corp. (Top Aces), the world's only commercial owner and operator of F-16 fighter aircraft, today announced an investment in San Diego-based EpiSci, developer of the most trusted, resilient and modular Tactical AI solutions for defense, aerospace and commercial applications.

Key Points: 
  • AI is expected to play an increasingly significant role in air combat operations, including adversary air (ADAIR) training.
  • AI functions will be integrated into Top Aces' fleet with industry-leading speed-to-service, offering highly sophisticated threat replication and operational cost efficiencies.
  • "This is a very significant strategic investment for us," says Russ Quinn, President, Top Aces Corp. "AI is impacting numerous industries and defense is no exception.
  • "We are thrilled to work with Top Aces," said Bo Ryu, Founder and President, EpiSci.

The College for Financial Planning®—a Kaplan Company Launches Financial Advising Accelerator Program to Jumpstart Careers

Retrieved on: 
Tuesday, January 10, 2023

The online, self-study course will address the challenges many face when starting out as a financial advisor from career-changers to recent college graduates.

Key Points: 
  • The online, self-study course will address the challenges many face when starting out as a financial advisor from career-changers to recent college graduates.
  • The curriculum focuses on key advising and business-building, practical skills necessary to launch into a successful career in financial planning and navigate professional advancement.
  • The Financial Advising Accelerator course will teach many of the soft skills that are not taught in traditional classes or are transferable from other professions.
  • The Financial Advising Accelerator course is available to individuals and offered by many financial investment companies to their employees.

Financial Advisor Garth Allan joins UBS in Newport Beach

Retrieved on: 
Monday, December 19, 2022

UBS Wealth Management USA today announced that Financial Advisor and Managing Director Garth Allan has joined the firm in Newport Beach, California.

Key Points: 
  • UBS Wealth Management USA today announced that Financial Advisor and Managing Director Garth Allan has joined the firm in Newport Beach, California.
  • “Garth and Catherine are a great addition to our team, and we're thrilled to welcome them to the office here in Newport,” said Justin Frame , Southern California Market Head and Newport Beach Branch Manager at UBS Wealth Management USA.
  • Garth joins UBS from Wells Fargo where he served as a Financial Advisor in Orange County for more than 11 years.
  • Catherine Rusk has worked with Garth Allan for 10 years, in a career spanning more than 20 years in the financial industry.