BCR Wealth Strategies LLC Has $1.45 Million Stake in Meta Platforms, Inc. (NASDAQ:META)
BCR Wealth Strategies LLC boosted its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.5% in the 4th quarter ...
Streamlining Client Service: How Advisors Can Avoid Pitfalls in Segmentation
In this episode of "The Deep Dive," host Jay Hummel talks with Penny Phillips, president and co-founder of Journey Strategic Wealth, about how advisors can streamline their services and better align ...
Tesla, Inc. (NASDAQ:TSLA) Shares Sold by Compass Financial Group INC SD
Compass Financial Group INC SD lessened its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 6.2% in the ...
Top 5 Tata group stocks crash up to 42% from their 52-week highs; should you buy?
Five largest Tata Group stocks- TCS, Tata Motors, Tata Steel, Titan and Trent- which are also part of Nifty50 index, have ...
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Creative Planning expands in California with Maxwell Wealth Strategies
On Tuesday, the Overland Park, Kansas-headquartered RIA giant headed by Peter Mallouk revealed it has acquired Maxwell Wealth ...
Creative Planning’s Jessica Culpepper: How to Attract Billion-Dollar Clients
Jessica Culpepper’s clients at Creative Planning include centimillionaires and billionaires, but she wants you to know that ...