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MY Purposeful Wealth CORP. Takes $678,000 Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

MY Purposeful Wealth CORP. acquired a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,764 shares of the company’s stock, valued at approximately $678,000. Several […] ....

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Three Senior Team Members Named Partners at Fidato Wealth

In addition, CFP® Tony D'Amico to teach proven retirement planning strategies to participants in Northeast Ohio.. ....

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Pivoting to High-Net-Worth Clients Is No Easy Task

Advisors who want to reposition their firms to focus on wealthier households have their work cut out for them. ....

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