Benchmark Wealth Management LLC grew its holdings in shares of Vanguard Russell 1000 Value Index Fund ETF Shares (NASDAQ:VONV – Get Rating) by 61.8% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 8,173 shares of the company’s stock after purchasing an additional 3,121 shares during the period. Vanguard Russell 1000 Value Index Fund […]
Benchmark Wealth Management LLC grew its position in iShares Morningstar Mid-Cap ETF (NASDAQ:IMCB – Get Rating) by 1.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 89,535 shares of the financial services provider’s stock after purchasing an additional 922 shares during the period. iShares Morningstar Mid-Cap ETF comprises approximately 4.1% of Benchmark Wealth […]
3rivers Gives Financial Advisors Path To Business Model Success
Three female financial players bring best practices to the table in a software that aims to foster elevation, endurance and encouragement for financial advisors to be their best them
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CHICAGO, March 17, 2021 /PRNewswire/ I grew up in the financial advising industry by way of my mother. I knew that was my path. I went to school for financial planning, but influence and a degree didn t prepare me for what most advisors don t recognize as a necessity. You have to run this like a business, and that s not easy.