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Independent Wealth Management Firm, Prospera Financial Services, Wins Twice at WealthManagement com 2023 Industry Awards

/PRNewswire/ Prospera Financial Services (Prospera), a wealth management firm supporting a nationwide network of independent financial advisors, announced.

United statesLorene yueProspera co ceosTim edwardsTarah williamsProspera linkedinDigital marketing campaign of the yearHaven tower groupProspera financial servicesGold standard serviceVirtual service associateMentorship programPrnewswire prospera financial servicesWealth management firm named winner in serviceDallas based wealth management firm named winnerDigital marketing campaign

WealthManagement com Recognizes Top Companies at 2023 Industry Awards

The ninth-annual event featured 105 awards presented to 84 companies and individuals from a pool of 225 finalists.

New yorkUnited statesUnited kingdomMark brunoDiana brittonDavid armstrongSmartx advisory solutionsWealth management groupCambridge investment researchOrion advisor solutionsProspera financial servicesFidelity investmentsIndustry awardsZiegfeld ballroomEditorial strategyMercer advisors

Advisors debate how to make muni bond allocations count

Muni bond allocations are often considered to be the foundation of a successful long-term investment portfolio.

United statesNew yorkChris bravenderHerschel clantonScott diamondMatthew andersonMelissa coxStephen kolanoProspera financial servicesGoldman sachsGoldman sachs high yield municipal fundGoldman sachs high yield municipalAsset managementFetterman investmentsNew york cityChancellor wealth management

Overwhelmed by ESG debate? Impact investing may be the answer

Browbeaten ESG investors might consider impact investing instead, which has been around for far longer.

New yorkUnited statesRenae ransdellRyanr hyslopSandra choJed emersonNew york timesProspera financial servicesSageview advisory groupWall street journalPointwealth capitalSierra pacific wealth managementFiduciary trust international

RIA Roundup: Prospera Adds 3 Firms with $539M in Combined Assets

Following reports that RIA M&A is slowing after 2 slow months, at least 15 transactions were announced this week.

United statesCherry hillDistrict of columbiaLos gatosAnna bennerGlenn movishJoe callahanMichael tretheweyLitman gregoryMichael glombTodd resnickEric federTarah williamsJamie schacherlHomrich bergDavid bayarena

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