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Bogart Wealth Named to Top Financial Advisor and Fastest-Growing Companies Lists in Forbes, Financial Advisor Magazine, Washington Business Journal, and Inc.

August 29, 2023

/PRNewswire/ -- Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory firm, was named to multiple lists of top...

United States Luke Leonard James Bogart Forbes Ceo James Bogart Nate Vandemeulebroecke Suzanne Kellogg

Source: prnewswire.com

Kwanti Announces Tax Portfolio Analysis and Advanced Model Tracking

August 22, 2023

/PRNewswire/ -- Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model...

New York United States San Francisco Prnewswire Kwanti Christophe Gauthron Fund Expense

Source: prnewswire.com

Advyzon Named Finalist in 2023 Wealth Management Industry Awards and ThinkAdvisor Luminaries Awards

June 30, 2023

/PRNewswire/ -- Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, has...

United States New York Hailin Li John Mackowiak Prnewswire Advyzon Impact Communications Inc

Source: prnewswire.com

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Advisor Luminaries News Today

Bogart Wealth Named to Top Financial Advisor and Fastest-Growing Companies Lists in Forbes, Financial Advisor Magazine, Washington Business Journal, and Inc.

Kwanti Announces Tax Portfolio Analysis and Advanced Model Tracking

Advyzon Named Finalist in 2023 Wealth Management Industry Awards and ThinkAdvisor Luminaries Awards

Explore More Categories