GlobalData on MSN12d
The AmeriFlex Group acquires The W Source
The AmeriFlex Group, a developing, adviser-owned hybrid RIA that focuses on financial planning, has bought The W Source. The ...
Financial Advisor13d
AmeriFlex Acquires W Source, A Networking Platform For Women
The AmeriFlex Group, a Las Vegas-based advisor-owned hybrid registered investment advisor, announced that it has acquired W Source, a women-to-women networking and support platform. The deal is part ...
TMCnet13d
The AmeriFlex Group® Acquires The W Source™, an Innovative Women-to-Women Professional Networking Platform
The W Source has a nationwide network of chapters led by women financial advisors interested in building professional support communities. The chapters tend to consist of legal practitioners, ...
privatebankerinternational1mon
Steward Partners acquires Monaco Capital and Saling Simms
Through the Steward Partners Freedom Street merger, Monaco Capital and Saling Simms, two independent financial advice businesses, have been bought by Steward Partners, a full-service, employee-owned ...