Tag : JD

Sowell Management Expands Advisor Support Platform with Launch of Advanced Planning Group
Finance Investments News

Sowell Management Expands Advisor Support Platform with Launch of Advanced Planning Group

PR Newswire
by PR Newswire0
Value-added offering adds integrated estate, tax, and advanced planning capabilities to help advisors better serve affluent families and navigate their increasingly complex needs Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, announced the launch of its Advanced Planning Group (APG), a new......
Equita Financial Network Launches Comprehensive Succession Planning Solution in Partnership with Ellevate Advisors and FP Transitions
Finance News

Equita Financial Network Launches Comprehensive Succession Planning Solution in Partnership with Ellevate Advisors and FP Transitions

PR Newswire
by PR Newswire0
Equita Financial Network (EquitaFN), the only wealth management platform for women owned, fee-only independent financial advisors, announced the launch of its new succession planning solution, EquitaFN Succession Advantage, designed to help member firms secure their futures, preserve business value, and ensure clients are cared for during leadership transitions. Developed in collaboration......
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