Concord Wealth Partners boosted its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 9.0% in the fourth quarter, HoldingsChannel reports. The firm owned 48,354 shares of the e-commerce giant’s ...

AssetMark said Ascent is designed to help advisors ensure the continuity of their businesses. The program includes a six-month program for advisors who are new to the industry, a year-long program for ...

Succession planning has become an increasingly urgent issue for financial advisors as a growing number of them approach retirement, while fewer new entrants are joining the industry. According to data ...

Sentry Investment Management LLC trimmed its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 14.0% during ...

Concord police said a would-be armed robber was shot and killed at a convenience store Friday night.

Award recipients were selected by a panel of senior executives at AssetMark. Nominees were evaluated on their ability to inspire, lead, and motivate others, in addition to the time and effort they ...

Just how much salt is brought to the Port City in the winter months? A snowier 2024-25 season compared to the recent past ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

WeBuild Concord announced this week that the Z. Smith Reynolds Foundation awarded the organization a $60,000 grant under its State-Level Systemic Change strategy.

The clerk agreed to file charges against the first 12 men whose cases were called, saying in court that there is “sufficient ...

What should I know about this firm? Concordia Wealth Management LLC is a national financial advisory firm headquartered in Concord, MA. The firm has $170.4 million under management and employs 2 ...