Financial Advisory

Who Is Pat Hynes, the New President of Prudential Advisors?
Capital, Risk & Assets Who Is Pat Hynes, the New President of Prudential Advisors?

Prudential Financial has made a significant leadership change with the recent appointment of Pat Hynes as President of Prudential Advisors, effective March 31, 2025. This new role places Hynes at the helm of Prudential Financial, Inc.'s retail and advice division, which encompasses a network

Bourgeon Capital's Key Stocks and Strategies for Long-Term Growth
Capital, Risk & Assets Bourgeon Capital's Key Stocks and Strategies for Long-Term Growth

Founded in 1999 by John Aniblo Zaro, Bourgeon Capital Management, LLC has firmly positioned itself as a leading investment advisory firm, specializing in actively managed separate accounts with portfolios primarily consisting of stocks and bonds. Situated in Darien, Connecticut, Bourgeon Capital

Great Gray's Strategic Acquisition of RPAG Signals Industry Consolidation
Capital, Risk & Assets Great Gray's Strategic Acquisition of RPAG Signals Industry Consolidation

The recent acquisition of RPAG by Great Gray marks a significant shift within the Retirement Plan Advisor (RPA) industry and appears to symbolize a broader trend of industry consolidation. This strategic move, facilitated by Madison Dearborn Partners, unites two influential entities under one

How Does Australasia Financial Services Achieve Client Satisfaction?
Capital, Risk & Assets How Does Australasia Financial Services Achieve Client Satisfaction?

Australasia Financial Services Pty Ltd, an eminent leader in the investment advisory industry, proudly celebrates its 12th anniversary with an impressive track record. Established in April 2013, the company has earned consistent praise for its exceptional service and deep industry expertise. It has

Navigating Wealth Management Trends and Strategies for HNW Clients
Capital, Risk & Assets Navigating Wealth Management Trends and Strategies for HNW Clients

The wealth management sector is undergoing significant transformations, driven by technological advancements, regulatory changes, and evolving client expectations. High net worth (HNW) clients, in particular, require tailored strategies to navigate these changes effectively. This article explores

Optimize Your Financial Advisory Practice with TAMP Implementation
Capital, Risk & Assets Optimize Your Financial Advisory Practice with TAMP Implementation

In the ever-evolving landscape of financial advisory services, independent financial advisors are constantly seeking ways to enhance their practice, streamline operations, and provide superior client service. One of the most effective solutions to achieve these goals is the implementation of

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