Tag: Advisors
Coverys Takes Ownership Position in Archway Health Advisors
Boston, MA (PRWEB) July 01, 2015 (July 1, 2015) – Medical Professional Mutual Insurance Company, a Coverys company, announced today that it has executed a security purchase agreement with Archway Health Advisors (Archway) of Brookline, Massachusetts, and now holds an ownership position in Archway. The investment from Coverys provides Archway with additional […]
Aspen Advisors Selected to Present Two Sessions at HIMSS15
CHICAGO, IL (PRWEB) April 13, 2015 Two healthcare information technology experts from Aspen Advisors, part of The Chartis Group, will co-present two presentations at the 2015 Annual HIMSS Conference & Exhibition in Chicago, one of the largest health IT gatherings in the world, with more than 35,000 attendees. Co-presenters are from Mayo Clinic and Allina […]
Russ Allen Joins Berman Capital Advisors as Chief Investment Officer
Atlanta, Georgia (PRWEB) September 09, 2014 Berman Capital Advisors LLC, a wealth management firm that counsels ultra-high-net-worth families, announced today that Russ Allen has joined the firm as Chief Investment Officer. In this role, Allen is responsible for managing the firm’s investment team and research process. “We are very excited to have Russ be […]
Candlelight Ranch Hosts Annual Fundraiser Dress by Candlelight presented by Wells Fargo Advisors, LLC
AUSTIN, TEXAS (PRWEB) September 09, 2014 Candlelight Ranch will host their annual fundraiser “Dress by Candlelight presented by Wells Fargo Advisors, LLC” on October 22, 2014, at the beautiful Brazos Hall in Austin, Texas. This year’s theme for the annual fundraiser will be La Belle Epoque – a French masquerade. The funds raised through […]
LPL Financial Announces Expansion of CRM Offering for Advisors at focus14 Annual Conference Through New Relationship With Redtail Technology
San Diego, CA (PRWEB) August 12, 2014 LPL Financial LLC, the nation’s largest independent broker-dealer*, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc., today announced a new relationship with Redtail Technology, Inc. (Redtail). “At LPL Financial, the solutions we deliver can each be traced directly back to the needs of […]