Newsroom
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TER, PPG, WM: Stocks to Watch
May 16, 2024Our CEO Ed Cofrancesco caught up with Nicole Petallides with Schwab Network to discuss the significance of #CorporateGovernance in investment decisions. Ed’s stance on prioritizing effective boards and fair CEO compensation reflects a growing sentiment among investors. His…
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Being a Financial Advisor Is a Great Career. 5 Veterans Offer Tips for Rookies
Mar 11, 2024In a recent Barron’s interview, our CEO Ed Cofrancesco provided valuable advice for young advisors entering the financial industry. Emphasizing principles inspired by timeless wisdom, he highlighted the importance of…
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Wells Fargo fixing tech issue after customers report missing deposit transactions
Aug 14, 2023Don’t miss this insightful article by @Daniella Alessandra Genovese on the banking industry, which includes a video from an interview with our CEO @Ed Cofrancesco and @Cheryl Casone for @Fox…
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There’s probably going to be a lot more consolidation’ this year.
Jun 30, 2023Despite the financial sector underperforming this year so far, our CEO Ed Cofrancesco is expecting JP Morgan and Bank of America to be big winners once the dust settles. More…
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Advisors Say ‘Tax The Rich’ Mentality Is Misguided
Jun 5, 2023In a recent conversation with Jeff Stimpson, our CEO @Ed Cofrancesco discussed taxes and how the most affected are those who make enough income to pay, but don’t have the…
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