Chartered Advisor News Today

A convergence of factors creates a tsunami of opportunity for advisors to demonstrate their value

JIM HUERTER NAMED SENIOR VICE PRESIDENT, NEBRASKA MARKET PRESIDENT, AT SECURITY NATIONAL BANK Security National Bank proudly announces the appointment of James "Jim" V. Huerter, III. as senior vice president,

Savvy Advisors Inc. ("Savvy" or "Savvy Advisors"), a federally registered investment advisor (RIA) affiliated with Savvy Wealth Inc., today announced the addition of three new wealth managers. This latest expansion brings the firm's total to 15...

Officers and trustees will begin their terms during the APTS DC conference at the end of the month

It’s time to get educated before it’s too late.

Mayor Leirion Gaylor Baird has nominated attorney Brett Ebert to fill a vacancy on the Lincoln-Lancaster Planning Commission.

These strategies can help you spread the love even more to charities you trust while also taking advantage of different kinds of tax benefits.

A 2006 graduate of Abraham Lincoln High School will be the next executive director of NAMI Iowa.

Gwyneth Gaul is Associate Vice President, Impact & Inclusion at Comcast. She has over 15 years experience in Social Impact & Philanthropy holding positions at the The Pittsburgh Foundation, one of the nations most established community foundations, the Student Conservation Association (SCA), a national non-profit, and the Grameen Foundation, an international foundation based in Washington DC supporting micro-finance programs around the world. In 2013 she received her Chartered Advisor in...

Nonprofit adds a vice president of human resources and promotes three staff members to new positions.