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In a strategic move to expand its presence into the North Carolina market, fee-only registered investment advisory (RIA) firm Waverly has announced its first acquisition in Charlotte. The move comes as part of Waverly's growth strategy to increase its footprint in key markets and further solidify its position as a leading player in the wealth management industry.
College junior Ria Ellendula and Wharton sophomore Michelle Chen will serve as the Undergraduate Assembly's next president and vice president, respectively. The two young leaders bring fresh perspectives and innovative ideas to the table, which will undoubtedly benefit the organization and its members.
Unaided recognition of CFP certification jumps about 90% in three years, highlighting the growing importance of professional credentials in the financial advisory industry. Clients are increasingly seeking out advisors who hold the Certified Financial Planner (CFP) designation, as it signifies a higher level of expertise and commitment to ethical standards.
Fee-only RIA Waverly builds on its acquisition streak in 2024 with its first foothold in Charlotte, North Carolina. The firm's expansion into new markets reflects its commitment to providing comprehensive wealth management services to clients across the country.
After leaving Linscomb & Williams last year to launch an RIA that cuts clients in on profits, the Williams are being sued by the bank that previously employed them. The legal battle underscores the competitive nature of the RIA industry and the importance of adhering to ethical and legal standards in client relationships.
Five advisors from three Merrill Lynch teams in Birmingham, Alabama joined together to launch their own registered investment advisory firm, signaling a trend of advisors breaking away from traditional brokerage firms to establish independent practices. The move allows advisors greater autonomy and flexibility in serving their clients' financial needs.
Wealth Enhancement Group, one of last year's most active RIA acquirers, announced on Monday that it had surpassed more than $81 billion in assets under management. The milestone highlights the firm's rapid growth and success in attracting clients seeking comprehensive wealth management solutions.
The team at Fairvoy Private Wealth includes a husband and wife duo in executives Stephen and Ashley Davis. The couple's shared commitment to providing personalized financial planning services sets Fairvoy apart in a competitive industry.
Ria Atayde is an award-winning actress. So, what are some unknown facts about her? Learn more interesting details about the Filipina actress and her rise to fame in the entertainment industry.
