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Diversify Advisor Network Launches Retirement Plan Services

April 30, 2024

The program builds on the expertise of Caliber Wealth Management, which merged with Diversify earlier this year.

United States David Gardner Stuart Matheson Ryan Smith Retirement Plan Advisory Services Advisor Network

Source: wealthmanagement.com

DIVERSIFY ADVISOR NETWORK EXPANDS AFFILIATION OPTIONS WITH THE ACQUISITION OF 3 WEALTH MANAGEMENT FIRMS, BRINGING TOTAL ASSETS TO OVER $7 BILLION

January 9, 2024

/PRNewswire/ -- On the heels of the recent announcement of DFPG Investments launch of the Diversify Advisor Network, the advisor-founded and advisor-led...

United States David Gardner Dan Luke Stuart Matheson Brandon Blackwell Todd Nuttal

Source: prnewswire.com

Diversify Launches New W-2 Division with 3 Deals

January 9, 2024

Diversify adds more than $2 billion in AUM with the debut of its acquisitive employee model.

United States David Gardner Ken Brown Todd Nuttal Tim Whipple Ryan Smith

Source: wealthmanagement.com

DFPG Investments Announces Launch of Diversify Advisor Network to Expand Affiliation Options and Accelerate Growth Strategy

December 5, 2023

/PRNewswire/ -- DFPG Investments – the advisor-founded, advisor-led and advisor-focused full-service independent wealth management firm – today announced the...

Laguna Niguel United States Ryan Smith Brandon Blackwell Michael Collins Jina Horton

Source: prnewswire.com

Short Film Debuting At Legion

April 13, 2023

April 19 is National Canadian Film Day and premiering at the Royal Canadian Legion is Steven Bignell’s and Stuart Matheson’s Film The Tomahawk.   Written and directed by Bignel...

Steven Bignell Cree Scout Sturla Gunnarsson National Canadian Film Day National Screen Institute Royal Canadian Legion

Source: thepasonline.com