Tag: Registered Investment Advisers
News: CFD Companies’ Support of Social Media Marketing Validated by Adviser Appearance at Jolt! Conference
Mortgage and Finance News: (KOKOMO, Ind.) CFD Companies' efforts to support adviser marketing were validated recently when CFD affiliated financial adviser Rachael Camp was a featured panelist at the 2025 Jolt! Conference. Social media marketing remains prohibited at many financial services firms, but CFD has calculated that the extra regulatory burdens are a part of providing exceptional service to CFD affiliated financial professionals.
News: Southwestern Investment Group Celebrates 20th Anniversary
Mortgage and Finance News: (FRANKLIN, Tenn.) Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation's fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.
News: Paul B. Stetz Joins Fairport Wealth
Mortgage and Finance News: (CLEVELAND, Ohio) Fairport Wealth (formerly Fairport Asset Management) announced today the appointment of Paul B. Stetz as Chief Operating Officer and member of the Executive Leadership Team.