• Financial Management

    Prominent Financial Advisor Henry Bragg Celebrates Launch Of Independent Wealth Management Firm In Houston, Tx | Texas News

    HOUSTON, Nov. 29, 2021 /PRNewswire/ — Experienced wealth advisor Henry Bragg, CPA, CFP®, is pleased to announce the first anniversary of Henry Bragg & Co., an independent Registered Investment Advisor (RIA). Serving as the Principal, Bragg celebrates the successful launch of his firm, which offers a full complement of comprehensive portfolio and wealth management services. Foremost among the firm’s responsibilities as an investment advisor is the obligation to act in the best interests of its clients.  Building on more than 20 years of experience, including five years at professional services firm Ernst & Young, and  

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  • Financial Management

    Financial Advisor IQ – Content Page

    Captrust Financial Advisors says it’s expanding its endowment and foundation offering with the addition of a large Chicago-based practice. Ellwood Associates caters to endowments and foundations, retirement plans, hospitals, family offices and high-net-worth individuals, according to Captrust. The addition of Ellwood is expected to bring Captrust around 200 clients and $85 billion in assets, as well as establish Captrust’s first location in Chicago and boost its presence in Denver, the company says. In all, 55 Ellwood employees will join Captrust, according to the firm. The companies didn’t disclose the financial terms fo the deal, which is expected to close in  

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  • Business Management

    STC Business Management Instructor selected as Skills USA Regional Advisor of the Year

    Savannah Technical College Business Management Instructor Rushe Hudzinski-Sero was selected as the SkillsUSA regional advisor of the year for Region 2. Hudzinski-Sero was previously named SkillsUSA advisor of the year for Georgia. Region 2 represents the states of Virginia, North Carolina, South Carolina, Georgia, Florida, Alabama, Mississippi, Louisiana, Arkansas, Tennessee, Puerto Rico and the U.S. Virgin Islands.   Hudzinski-Sero is one of the SkillsUSA advisors for the College. She was named the 2020 Rick Perkins Instructor of the Year by Savannah Tech. Hudzinski has been an instructor at Savannah Technical College since 2010 when she began working as an adjunct instructor.  

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  • Business Analysts

    stackArmor Welcomes Senior Cloud Executive Troy Bertram as Strategic Advisor | State

    TYSONS CORNER, Va., March 25, 2021 /PRNewswire/ — stackArmor, the leading provider of FedRAMP, FISMA/RMF and CMMC compliance acceleration solutions, is pleased to announce the appointment of senior cloud executive Troy Bertram as a strategic advisor. “I am delighted to welcome Troy to our Advisory Board,” said Gaurav “GP” Pal, CEO and founder of stackArmor. “He is a highly respected business leader and his insights and counsel over the years have been very helpful in guiding our business development and go-to-market strategies.” Bertram is a senior executive with demonstrated experience in building global partner programs, managing regulated industry and  

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  • Financial Management

    Financial advisor compensation and hiring trends: Charles Schwab

    RIAs are hiring — often from one another. Approximately 39{de3fc13d4eb210e6ea91a63b91641ad51ecf4a1f1306988bf846a537e7024eeb} of new hires at RIAs in 2019 came from other independent firms, according to a new survey from Charles Schwab. That’s the top source of new recruits, according to the research. With growing demand for financial advice during the coronavirus pandemic, RIAs are on the hunt for new talent, and they are upping their offering in order to attract top talent, as well as keep it, according to Schwab’s annual compensation report, which included data from more than 760 firms surveyed between Jan. and April 2020. While firms have  

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  • Financial Management

    Advisor Group and Cetera outlooks revised by Moody’s to stable

    Bond-rating agency Moody’s Investors Services changed its outlook for the debt of two of the largest wealth management firms, but noted uncertainties in their businesses that could cause ripples. After Moody’s affirmed “B3” corporate ratings for the parent companies of Advisor Group and Cetera Financial Group and revised their outlook from “negative” on Jan. 14, the firms issued statements on what they characterized as an “upgrade.” But although their outlooks have brightened, the analysts cited both firms’ debt levels as a potential issue. Large wealth managers often take on billions of dollars in debt, and executives of the two firms  

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  • Business Accounting

    Accounting Manager & Business Advisor

    Fisher, P.A. Certified Public Accounting Firm was established to provide efficient, expert solutions for both businesses and individuals. We measure our success by the success of our clients and the success of our team at Fisher, P.A. Through positive teamwork and leadership, we cultivate an environment of integrity, care and respect allowing us to focus on personal growth of our team, clients and leaders. It is this foundation that provides the platform to educate and give back to our community. Our primary services include business advisory, CFO outsourcing, accounting, tax compliance, IRS representation and tax planning. We also offer a  

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  • Financial Analysis

    Covid-19 Impact on Global Financial Planning and Analysis Software Market (2020-2026) | Potential growth, attractive valuation make it is a long-term investment | Top Players: Advizr, Envestnet, Oltis Software, Advisor Software, WealthTec, etc.

    Financial Planning and Analysis Software market report examines the short-and medium-term economic and profitability outlook for Financial Planning and Analysis Software industry. The Financial Planning and Analysis Software market accounted for $XX million in 2018, and is expected to reach $XX million by 2024, registering a CAGR of XX{de3fc13d4eb210e6ea91a63b91641ad51ecf4a1f1306988bf846a537e7024eeb} from 2019 to 2026. Premium Insights on Financial Planning and Analysis Software Market 2020 with Market Players Positioning Download Exclusive Free Sample PDF Copy:https://inforgrowth.com/sample-request/6907560/financial-planning-and-analysis-software-market Major Classifications of Financial Planning and Analysis Software Market: Major Key players covered in this report:–  Advizr Envestnet Oltis Software Advisor Software WealthTec  

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