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Prospera Financial Services Launches Enhanced Tech Stack With CAIS, SS&C Black Diamond and Envestnet Retirement Solutions - Vimarsana News

Prospera Financial Services Launches Enhanced Tech Stack With CAIS, SS&C Black Diamond and Envestnet Retirement Solutions

/PRNewswire/ -- Prospera Financial Services, Inc. ("Prospera"), a boutique wealth management firm supporting a nationwide network of independent advisors,...

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

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

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

Kwanti Announces Tax Portfolio Analysis and Advanced Model Tracking - Vimarsana News

Kwanti Announces Tax Portfolio Analysis and Advanced Model Tracking

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

PROSPERA FINANCIAL WELCOMES THREE WEALTH MANAGEMENT FIRMS WITH A COMBINDED $539 MILLION IN CLIENT ASSETS - Vimarsana News

PROSPERA FINANCIAL WELCOMES THREE WEALTH MANAGEMENT FIRMS WITH A COMBINDED $539 MILLION IN CLIENT ASSETS

/PRNewswire/ -- Prospera Financial Services, Inc. ("Prospera"), a boutique wealth management firm supporting a nationwide network of independent advisors,...

Longtime IBD Recruiter Jon Henschen Dies at Age 64 - Vimarsana News

Longtime IBD Recruiter Jon Henschen Dies at Age 64

Henschen, who owned Henschen & Associates, was a pioneer and thought leader in the independent recruiting space.