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Avantax Has Second-Highest Ratio of Women Advisors Among Broker-Dealers in Financial Planning s IBD Elite 2023 Study

DALLAS, Sept. 19, 2023 Avantax®, a leader in tax-focused financial planning and wealth management, has the second-highest ratio of women as a percentage of producing reps – 24% – when.

United statesKendra galanteSusan quigleyTony katsulosMckinsey pricemetrixJanna lukeTodd mackayFrank caliseFinancial servicesSquigley financialAvantax communityAvantax incBusiness developmentHead of the avantax women advisor forumCapital groupFinancial planning

Avantax Has Second-Highest Ratio of Women Advisors Among Broker-Dealers in Financial Planning s IBD Elite 2023 Study Seite 1

19.09.2023 - DALLAS, Sept. 19, 2023 (GLOBE NEWSWIRE) - Avantax, a leader in tax-focused financial planning and wealth management, has the second-highest ratio of women as a percentage of producing reps – 24% – when compared with all other broker dealers in . Seite 1

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LPL Financial Kicks Off Its 2023 Flagship Focus Conference in San Diego - LPL Finl Hldgs (NASDAQ:LPLA)

SAN DIEGO, Aug. 05, 2023 (GLOBE NEWSWIRE) LPL Financial LLC's Focus 2023 conference kicked off at the San Diego Convention Center, providing three days of insights and inspiration centered on helping advisors

United statesNicole malachowskiMatt enyediDoug ostroverClientworks rebalancerDan arnoldBryan adamsGreg gatesErik wahlPerformance optimization services to drive scaleSan diego convention centerResearch daily market updatesHigh net worth servicesTechnology tools to improve the advisorFinancial holdings incInvestor relations or press

LPL Financial Kicks Off Its 2023 Flagship Focus Conference

Nearly 8,000 attendees convene in SoCal to build upon the important work financial services professionals do for their clients, teams and communities.

United statesDoug ostroverGreg gatesDan arnoldBryan adamsMatt enyediClientworks rebalancerErik wahlNicole malachowskiTechnology tools to improve the advisorBlue owl capital incResearch daily market updatesInvestor relations or pressSan diego convention centerHigh net worth servicesPerformance optimization services to drive scale

LPL Financial Kicks Off Its 2023 Flagship Focus Conference in San Diego

LPL Financial Kicks Off Its 2023 Flagship Focus Conference in San Diego
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United statesDan arnoldErik wahlBryan adamsDoug ostroverNicole malachowskiClientworks rebalancerGreg gatesMatt enyediHigh net worth servicesResearch daily market updatesTechnology tools to improve the advisorParaplanning servicesPerformance optimization services to drive scaleFinancial holdings incSan diego convention center