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NEWPORT BEACH, Calif., May 5, 2021 /PRNewswire/ -- Pence Wealth Management ("the firm"), a Registered Investment Adviser (RIA) and leading independent wealth manager, announced today that Barron's named it one of the country's top 100 private wealth management teams. The firm was the only team from Orange County to make the list.
LOS ANGELES, May 4, 2021 /PRNewswire-PRWeb/ -- Continuing its efforts to support the development of professional management within the RIA industry, PFI Advisors is today releasing a new industry report (the tenth in its continuing educational series) focused on the role of the Chief Executive Officer. The report, "Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Executive Officers", examines how CEOs allocate their time, how they leverage their executive teams to accomplish myriad necessary daily tasks, and Key Performance Indicators they use to constantly monitor the health of their organizations.
LOS ANGELES, April 29, 2021 /PRNewswire/ -- Legal Tax Defense, Inc., California's top boutique tax planning firm, is proud to announce the celebration of its 10th anniversary, today April 29th. In a world where nearly everything remains unpredictable, Legal Tax Defense has remained utterly committed to ensuring financial stability and peace of mind for each and every client over the past decade. Legal Tax Defense would like to publicly thank its clients for this great honor, as without their client's trust and support, this landmark anniversary would not be possible.
SAN DIEGO, April 29, 2021 /PRNewswire/ -- Trust & Will, a modern approach to online estate planning, announced today its new Shared Document Access feature to help families better plan for their financial futures. Shared Document Access is a new feature that enables family members, financial advisors, and other professionals to gain instant access to a digital estate plan. As more financial assets and personal accounts become digitized, including cryptocurrencies and social media profiles, a process for enabling secure access to these accounts is more important than ever.
PALO ALTO, Calif., April 29, 2021 /PRNewswire/ -- CogniCor, the leading provider of artificial intelligence-powered digital assistants for the wealth management industry, today announced the launch of three new digital assistant modules to help wealth management firms support their employees and advisors with scalable solutions to their most labor-intensive and time-consuming operational issues and raise the efficiency and productivity of firms' internal support functions.
SAN FRANCISCO, April 27, 2021 /PRNewswire-PRWeb/ -- SourceScrub LLC, the world's leading provider of private company intelligence for the financial services industry, has added Company Scoring to their platform. Company Scoring will allow investors and advisors to better navigate the expansive universe of Source Scrub's bootstrapped company data to ultimately source more and better deals.
MONROVIA, Calif., April 21, 2021 /PRNewswire/ -- Pacific Bridge Insurance Services, a subsidiary of wealth management firm, The Pacific Bridge Companies, Inc., announced the promotion of Stephanie Nagami to President. She holds the distinction of being named the first female president of Pacific Bridge Insurance Services, joining the ranks with two other women presidents who lead Pacific Bridge Wealth Resources and Pacific Bridge Real Estate.
NEWPORT BEACH, Calif., April 20, 2021 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") acquires its second Dallas based firm this month, adding $230M D.R. Saur Financial ("D.R. Saur") to its expanding DFW metroplex footprint.
RANCHO CUCAMONGA, Calif., April 19, 2021 /PRNewswire/ -- Argent Retail Advisors has executed a 20,000-square-foot lease at Foothill Crossings with STGi, a national medical tenant which provides comprehensive, nationwide healthcare services to federal, state, and local government customers. Terry Bortnick, President and founder of Argent Retail Advisors, represented the property owner, locally based FC Rancho, LLC, in the 10-year lease agreement. The space is part of a community shopping center located across the street from Victoria Gardens regional mall. A retailer formerly occupied the location and the new tenant took the space as-is with no landlord's work.
LOS ANGELES, April 15, 2021 /PRNewswire-PRWeb/ -- Steve Lockshin's Vanilla, a comprehensive estate planning platform, announces the release of "Vanilla 2.0" now available for new and existing users.