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Registered Investment Advisers News

News items related to Registered Investment Advisers as issued by the Send2Press Newswire service on behalf of the noted news source.


CFD Companies’ Support of Social Media Marketing Validated by Adviser Appearance at Jolt! Conference

|   From: CFD Companies

KOKOMO, Ind., July 15, 2025 (SEND2PRESS NEWSWIRE) — 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.

Southwestern Investment Group Celebrates 20th Anniversary

|   From: Southwestern Investment Group

FRANKLIN, Tenn., March 16, 2022 (SEND2PRESS NEWSWIRE) — 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.

Paul B. Stetz Joins Fairport Wealth, Named Chief Operating Officer

|   From: Fairport Wealth

CLEVELAND, Ohio, Aug. 29, 2019 (SEND2PRESS NEWSWIRE) — 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.