Stratos Wealth Partners LTD. Boosts Stock Position in Unilever PLC (NYSE:UL)
Stratos Wealth Partners LTD. grew its holdings in Unilever PLC (NYSE:UL – Free Report) by 13.4% during the fourth quarter, ...
Stratos Wealth Partners LTD. Increases Stock Holdings in Xcel Energy Inc. (NASDAQ:XEL)
Stratos Wealth Partners LTD. lifted its stake in shares of Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 14.2% in the 4th ...
InvestmentNews22h
Veris Wealth Partners and Choreo make C-suite changes
Veris revealed a key promotion and its successful CIO transition, while $24.6 billion RIA Choreo taps a veteran leader for a ...
LPL Financial: Lex Wealth joins broker-dealer, RIA, custodial platforms
LPL Financial (LPLA) announced that financial advisors Carmen M. Lex Jr. and Chris Lex have joined LPL Financial’s broker-dealer, Registered ...
Financial Advisor1d
Clients With Boom-Or-Bust Incomes Need Special Planning, Advisors Say
“Advisors can approach clients with unusual and highly specialized needs by having a thorough understanding of family governance so all members of a family can be educated on the family's estate ...
Wealth Management1d
$200M Advisor Leaves UBS to Go Independent with Sanctuary
A former UBS registered investment advisor has left the firm to start her own RIA in partnership with support platform ...
These former D.C.-area Goldman Sachs wealth managers are going independent
A wealth management team that began working together at United Capital Financial Advisers, which was acquired by Goldman ...
InvestmentNews2d
Next-gen woman advisor managing $200M switches from UBS to Sanctuary Wealth
Larson was with UBS for nine years, mostly with the Carlson Larson Wealth Management group, and before that was a registered ...
Kalkine Media3d
What Changes Have Been Made to RTX Co. Holdings?
Highlights,Stratos Wealth Partners LTD. reduced its holdings in RTX Co. (NYSE:RTX) by 16.8% in the fourth quarter.,Several ...