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Author: Haven Tower Group, LLC

Independent Financial Group Announces Inaugural President’s Advisory Council

January 12, 2026
Choreo Appoints Erik Merkau as Chief Wealth Advisory Officer

January 8, 2026
The AmeriFlex Group® Secures Strategic Minority Investment from Cambridge

January 6, 2026
Genesis Wealth Adds Two Veteran Advisors Who Previously Managed $650 Million in Client Assets

January 2, 2026
Sowell Management’s Erin Taylor Named CMO of the Year by ThinkAdvisor 2025 Luminaries Awards

December 21, 2025
Stratos Wealth Partners Welcomes Financial Advisor Bill Coates to the Sewickley, Grove City, and Morgantown Offices

December 19, 2025
The AmeriFlex Group® Welcomes 11 Advisors Representing over $1 Billion in Client Assets During Second Half of 2025

December 17, 2025
Coldstream Surpasses $14.05 Billion in Total Client Assets, Completing Another Record Year of Growth

December 17, 2025
71 WEST CAPITAL PARTNERS LAUNCHES AS FULL-SERVICE INDEPENDENT RIA

November 18, 2025
Independent Study Finds FMG Delivers 26x ROI and 4x Higher NPS Than Competitors, Fueling Advisor Productivity and Enterprise Growth

November 15, 2025