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Advisors

One way for travel advisors to rebuild their cruise business: Travel Weekly

Johanna Jainchill Last week, Royal Caribbean Group CEO Richard Fain got real with travel advisors: He told them they were missing out on the renewed interest in cruising, with the bulk of the sales surge at Royal coming from the internet. The time has come, he said, for agents to rebuild their businesses. Shortly after…

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Third Coast Advisors Launches Investment Program in Partnership with Ameriprise Financial

MINNEAPOLIS–(BUSINESS WIRE)–Texas-based Third Coast Bank SSB recently launched a new investment program, Third Coast Advisors, in partnership with Ameriprise Financial (NYSE: AMP). The bank chose the Ameriprise Financial Institutions Group (AFIG) channel to serve as its broker-dealer after an extensive search and thorough evaluation of the company’s capabilities in comparison to competitors. “We were drawn…

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WilliamsMarston Accelerates National Expansion with Acquisition of Chord Advisors

CLEVELAND & DALLAS–(BUSINESS WIRE)–Align Capital Partners’ (“ACP”) market leading advisory, tax and management consulting firm, WilliamsMarston LLC (“WilliamsMarston” or the “Firm”) announced it has acquired Chord Advisors, LLC (“Chord”), a nationally recognized leading provider of accounting advisory services. Founded in 2012, Chord Advisors is headquartered in Newport Beach, CA. With more than 30 professionals and…

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Two Financial Advisors join UBS in Portland, Maine | Business

PORTLAND, Maine–(BUSINESS WIRE)–Sep 7, 2021– UBS Wealth Management USA today announced that Financial Advisors, Micah Roberge and Shaun Hawkins, have joined the firm in Portland, Maine. The team, The Roberge Hawkins Group, manages $400 million in client assets. Also joining the firm is Senior Registered Client Service Associate Deborah Erickson. This press release features multimedia….

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Advisors favor active management to navigate unsettled markets, PGIM study finds

NEWARK, N.J.–(BUSINESS WIRE)–With choppy markets reflecting both optimism and uncertainty about an unfolding recovery, financial advisors are relying heavily on actively managed strategies to navigate the road ahead, according to a new PGIM Investments survey of more than 500 financial advisors. PGIM Investments is part of PGIM, the $1.5 trillion global investment management business of…

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Breckinridge Capital Advisors Expands Distribution to Europe

BOSTON–(BUSINESS WIRE)–Breckinridge Capital Advisors, Inc. (“Breckinridge” or the “Firm”), an independently owned asset management firm specializing in investment grade fixed income investing, today announced plans to expand its distribution to institutional investors in Europe. Headquartered in Boston, Breckinridge will partner with Harrington Cooper, a cross-border distribution provider for asset managers since 2006. Breckinridge has nearly…

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