DALLAS--(BUSINESS WIRE)--VisionPoint Advisory Group and Navitas Wealth Advisors have merged to form ... s fastest-growing and largest RIA firms to excel at every stage of business.

And the biggest of them all, the Ichabod logo changed. Graduating from college is one ... Now, Henderson will soon be named Advisors Excel Hall. To me, it’ll always be Henderson no matter what. It’s ...

TOPEKA, Kan. (WIBW) - Advisors Excel held its annual barnyard event for preschool students from Topeka Public Schools Thursday morning. Toddlers from Sheldon Head Start and Pine Ridge Prep were in ...

In his leadership role at Advisors Excel, a market-leading financial services wholesaler, Jake partners with top-performing advisers to help them enhance their practices and build thriving businesses.

In his leadership role at Advisors Excel, a market-leading financial services wholesaler, Jake partners with top-performing advisers to help them enhance their practices and build thriving businesses.

Advisors have found clients and career development opportunities through professional networking website LinkedIn by engaging often by posting and commenting, not providing specific investment advice ...

Early in his career, Dave Lafferty didn’t return a client’s call for a few days. The advisor assumed it could wait because it wasn’t a pressing matter. But when he heard the edge in the ...

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Last week’s tariff turmoil reinstilled a valuable lesson. Financial advisors who are tempted to avoid their clients when things get rocky like they did last week are missing a significant business ...