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Becoming a planning-centric professional and advocating for clients

Becoming a planning-centric professional and advocating for clients
professionaladviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from professionaladviser.com Daily Mail and Mail on Sunday newspapers.

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PA Awards 2023: Full list of this year's winners revealed!

Here they are… the winners of the Professional Adviser Awards 2023. ....

United Kingdom , South Gloucestershire , Northern Ireland , City Of , Tom Barnes , Brewin Dolphin , Sarah Elson Berry , Di Initiative , Adviser Firm Of The Year , Model Portfolio Service , Adventurous Fund , Retirement Initiative , Sarah Wells Kingswood Group , Ratings Research Service For Advisers , Adviser Marketing Initiative , Discretionary Fund , Cautious Fund , Adviser Firm For Vulnerable Client Care , Advice Network , Service For Advisers , Technology Provider , Adviser Firm , Asset Monthly Incomec Inc , Amyr Rocha Lima Strategic Wealth Group , Fidelity Adviser Solutions , Kingswood Group ,

PA Awards 2023: Check out the full list of this year's potential winners

Here it is. The full list of all those who are in the running to take home a trophy at the Professional Adviser Awards 2023… ....

South Gloucestershire , United Kingdom , New Forest , Northern Ireland , City Of , James Adams Redmayne Bentley , Adam Owen Nextgen , Katy Davies Hanbury , Maggie Tsvetanova , Amy Collins Oakmere , Raymond James , Setul Mehta , Mi Charles Stanley , Marc Shackman , Brewin Dolphin , Forrester Hyde , Andy Turner Kellands , Richard Jennings Lightside , Caroline Moy , Rowley Turton , Leanne Wilson Mazars , Jack Manser Attivo , Harold Stephens , Tom Henshaw Bowmore , Todd Haslewood Margetts , Carla Brown Oakmere ,

Capital City Bank Group, Inc. Acquires Strategic Wealth Group, LLC

Capital City Bank Group, Inc. Acquires Strategic Wealth Group, LLC
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

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Capital City Bank Group, Inc. Acquires Strategic Wealth

Capital City Bank Group, Inc. Acquires Strategic Wealth Group, LLC
Capital City Bank Group
Tallahassee, Florida, UNITED STATES
TALLAHASSEE, Fla., May 03, 2021 (GLOBE NEWSWIRE) Capital City Bank Group, Inc. (NASDAQ: CCBG) today announced the closing of its acquisition, on April 30, 2021, of substantially all of the assets of Strategic Wealth Group, LLC. A newly formed subsidiary of CCBG, Inc., Capital City Strategic Wealth, LLC (CCSW), acquired the wealth management business and will offer insurance planning, risk management and asset protection services. In addition, CCSW will offer investment advisory and estate planning services through LPL Financial. The acquisition reflects a deliberate effort to expand existing product offerings and service areas to deliver the highest quality wealth management services and risk management expertise to clients throughout the Southeast. ....

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