Advisor Group

Savvy Security Establishes Executive Advisory Board Amid Significant First-Year Growth

Retrieved on: 
Wednesday, April 24, 2024
KPMG, Mercury, Risk, AI, DevOps, Human, HP, Risk management, IETF, OASIS, Privacy, CSO, Wiz, Knoblauch, W3C, JPMorgan Chase, Aon (company), Savvy, Alight Solutions, Honeywell, Fraud, TEL, CISO, Hollywood studios, Software, ISO, UBS, PCI, CIO, Crowe, Charles Schwab, ARR, Mercury Interactive, Cisco, Meta, Research, SOC 2, IPO, IAM, SOC, Bank, Lish, Marketing, SAP, Colgate-Palmolive, Organization, First Data, PeopleSoft, Internet of things, Policy, Bank of Montreal, Advisor Group, VMware, Verint Systems, Software as a service, Acquisition, IronPort, Scotiabank, Vubiquity, Health

TEL AVIV, Israel, April 24, 2024 (GLOBE NEWSWIRE) -- Savvy , an identity-first software-as-a-service (SaaS) security platform provider, today announced it has established an executive advisory board made up of seasoned industry leaders spanning enterprise software, identity, security and risk management.

Key Points: 
  • TEL AVIV, Israel, April 24, 2024 (GLOBE NEWSWIRE) -- Savvy , an identity-first software-as-a-service (SaaS) security platform provider, today announced it has established an executive advisory board made up of seasoned industry leaders spanning enterprise software, identity, security and risk management.
  • With this balance of business and security expertise, our advisory board will offer deep insight to inform product and go-to-market strategies and foster long-term success.”
    Founding members of the Savvy Security Executive Advisory Board include:
    Belfiore is a dynamic technology and business leader with more than 20 years of experience solving complex security issues and leading enterprise security and risk management teams for the world’s largest organizations.
  • In his current role, he is the head of IT, compliance and enterprise security at Xage Security, a fast-growing startup that focuses on IoT security in industrial controls and operational technologies.
  • Savvy’s Identity-First SaaS Security approach, combined with its innovative just-in-time security guardrails, is gaining market traction.

Invest in Others Charitable Foundation Names Financial Services Veteran Jeff Vivacqua as Chairman of the Board of Directors

Retrieved on: 
Tuesday, March 19, 2024
Cambridge Investment Research, Research, Business consultant, IiO, Chair, Development, LPL, Marketing, Adviser, MSC, Advisor Group, FINRA, Management

Mr. Vivacqua succeeded John Hyland in this role during the March 8th Invest in Others Board of Directors meeting in Boston.

Key Points: 
  • Mr. Vivacqua succeeded John Hyland in this role during the March 8th Invest in Others Board of Directors meeting in Boston.
  • "John has been an instrumental and an unwavering board member for over ten years," said Mr. Vivacqua.
  • "I am honored to chair this incredibly talented Board of Directors at Invest in Others," added Mr. Vivacqua.
  • "Jeff's appointment as chairman marks an exciting new chapter for Invest in Others," said R. Barkley Payne, Executive Director of the Invest in Others Charitable Foundation.

Essential Edge Commences Next Stage of Strategic Growth Plan by Naming New Board of Advisors

Retrieved on: 
Friday, February 16, 2024
Cetera Financial Group, Acquisition, Senior, Principal, Marketing, Growth, Sale, Advisor Group, Entrepreneurship, Regulatory technology, LPL Financial, Senior counsel, Partner, M&A, National Society, Partner (business rank), Privacy, Security (finance), Essential, RIAS, Chair, Central Waqf Council, Oppenheimer Holdings, RLR, Financial adviser

SANTA FE, N.M., Feb. 16, 2024 /PRNewswire/ -- Essential Edge Compliance Outsourcing Services LLC (Essential Edge), which provides third-party compliance services for broker-dealers and registered investment advisers (RIAs), announces the appointment of five highly regarded and experienced wealth management industry executives to its newly formed Board of Advisors.

Key Points: 
  • The members of the Essential Edge Board of Advisors include the following professionals:
    Larry Roth, Managing Partner of RLR Strategic Partners, a consultancy and M&A advisory firm.
  • Joseph Kuo, Founder and CEO of Haven Tower, a leading strategic communications agency for the wealth management industry.
  • She was on the Board of Directors of the National Society of Compliance Professionals (NSCP) from 2014-2019, serving as its Chair in 2018.
  • He was previously a founder of Entreda, a company that quickly rose to become the top provider of cybersecurity compliance software to financial services firms.

Realta Wealth Announces Advisory Board of Highly Respected Wealth Management Industry Leaders

Retrieved on: 
Friday, January 26, 2024
Customer, MassMutual, Toronto-Dominion Bank, JD, Cetera Financial Group, Advisor Group, Partner, Face, LPL Financial, LPL, Envestnet, Growth, CPA, Sale, Running, Advisory board, Adviser, Marketing, Internet, Fintech, SVP, Management

WILMINGTON, Del., Jan. 26, 2024 /PRNewswire/ -- Realta Wealth ("Realta"), an exclusive independent wealth management firm, announced today its inaugural corporate advisory board comprised of experienced and respected wealth management industry leaders to provide the firm's leadership team with objective insights, expert analysis, informed counsel and relevant support regarding the firm's strategic direction.

Key Points: 
  • The three-member Realta Wealth Advisory Board will be led by Larry Roth, CPA, JD, Managing Partner of RLR Strategic Partners, as Board Chairman.
  • "We're honored that such a distinguished group of industry heavyweights accepted our invitation to join the Advisory Board," said Kevin Keefe, CEO of Realta Wealth.
  • "Each is a respected leader and influencer in the wealth management space.
  • The Advisory Board will assist senior leadership in developing a long-term offering strategy as Realta continues its transformation.

LPL Financial Welcomes Upstate Financial Network

Retrieved on: 
Tuesday, December 19, 2023
Partnership, SAN, RIA, Rest, Advisor Group, Business development, LPL, Central New York, Finance, Upstate, Financial adviser

SAN DIEGO, Dec. 19, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mark Hills and Uri “Chip” Doolittle V, CFP®, AIF® of Upstate Financial Network have joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • SAN DIEGO, Dec. 19, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mark Hills and Uri “Chip” Doolittle V, CFP®, AIF® of Upstate Financial Network have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • They reported having served approximately $200 million in advisory, brokerage and retirement plan assets*, and join LPL from Triad Advisors, part of the Osaic network (formerly Advisor Group).
  • It was evident from our first meeting that LPL is that partner,” Doolittle, the 2017 President of the Financial Planning Association of Central New York, said.
  • We look forward to supporting Upstate Financial Network for years to come.”

LPL Financial Welcomes Oak Tree Financial Group

Retrieved on: 
Monday, December 11, 2023
CPA, SAN, Education, RIA, Office, Advisor Group, Business development, LPL Financial, LPL, Financial adviser

SAN DIEGO, Dec. 11, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Michael Gandet, Jr., BFA™, Mark Choinski, BFA™ and Arthur Sisco, CPA, PC of Oak Tree Financial Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • SAN DIEGO, Dec. 11, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Michael Gandet, Jr., BFA™, Mark Choinski, BFA™ and Arthur Sisco, CPA, PC of Oak Tree Financial Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • They have built a reputation as a close-knit firm that works together to help clients work toward their financial goals through financial education and open communication.
  • Looking to streamline business efficiencies and elevate their client experience, the Oak Tree team – which also includes Office Manager Lisa Molwitz and associate Christopher Gandet, who is Michael’s son – turned to LPL Financial.
  • We look forward to supporting Oak Tree Financial Group for years to come."

Avantax Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused Avantax Community Keeps Growing

Retrieved on: 
Thursday, November 9, 2023
Secure America Now, Broker-dealer, Education, RIAS, CPA, Business, Advisor Group, Traction, Investment, Tax advisor, Financial adviser

We’re excited about having a symbiotic relationship like that.”

Key Points: 
  • We’re excited about having a symbiotic relationship like that.”
    Similarly, Ervolina chose Avantax for its tax-focused community.
  • “I found the ease of doing business with Avantax attractive, and I really like their CPA network.
  • Even though I’ve only been on board since August, the move to Avantax has been beneficial already,” Ervolina said.
  • “Avantax quickly introduced me to a CPA here locally, and we’re getting to know each other.

LPL Financial Welcomes Pathway Wealth Advisors

Retrieved on: 
Wednesday, November 1, 2023
LPL, RIA, Life, LPLA, Business development, Law enforcement, Retirement, Advisor Group, SAN, Lankford, LPL Financial, Financial adviser

SAN DIEGO, Nov. 01, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisors John Lankford and Justin Pestel, CPFA®, of Pathway Wealth Advisors have joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • SAN DIEGO, Nov. 01, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisors John Lankford and Justin Pestel, CPFA®, of Pathway Wealth Advisors have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • They reported having served approximately $125 million in advisory, brokerage and retirement plan assets*, and join LPL from Woodbury Financial, part of Osaic (formerly Advisor Group).
  • Based in Wichita Falls, Texas, Pathway Wealth Advisors was founded with a singular mission to help clients work toward their financial goals and the life they've always envisioned through structurally sound financial planning.
  • We look forward to supporting Pathway Wealth Advisors for years to come.”

Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group

Retrieved on: 
Tuesday, October 10, 2023
Business, Home Office, Growth, Broker-dealer, Partnership for a Secure America, Advisor Group, CPA, Financial adviser, Tax advisor

DALLAS, Oct. 10, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes Bob Ervolina, J.D., Certified Wealth Strategist®, and his Lifetime Wealth Management Group, near Buffalo, NY.

Key Points: 
  • DALLAS, Oct. 10, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes Bob Ervolina, J.D., Certified Wealth Strategist®, and his Lifetime Wealth Management Group, near Buffalo, NY.
  • Ervolina transferred to Avantax from Securities America, a broker-dealer of Osaic (formerly Advisor Group) because he wanted to be part of a close-knit community of financial advisors and tax professionals.
  • Even though I’ve only been on board since August, the move to Avantax has been beneficial already,” Ervolina said.
  • In fact, 20 years ago, Avantax created its Strategic Partnership Program, pairing Avantax-affiliated tax and financial professionals to deliver wealth management services to the tax professional’s clients.

LPL Financial Welcomes Bradford Capital Group

Retrieved on: 
Thursday, October 5, 2023
UC, LPL, RIA, Bradford, BCG, Growth, Partnership for a Secure America, University of California, Davis, Advisor Group, Business development, HNW, Financial adviser, Management

CHARLOTTE, N.C., Oct. 05, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors and partners Chris Bradford, CFP®, Dave Meagher and Stina Bradford have joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • CHARLOTTE, N.C., Oct. 05, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors and partners Chris Bradford, CFP®, Dave Meagher and Stina Bradford have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • Based in Sacramento, Calif., Bradford Capital Group (BCG) was founded by Managing Partner Chris Bradford, who transitioned from a career as a fulltime college football coach at UC Davis to the financial services industry in 2002.
  • “We are a dedicated team of qualified financial professionals whose main focus is to act in our clients’ best interests,” Chris Bradford said.
  • We look forward to supporting Bradford Capital Group for years to come.”