Edward Jones Ranks Highest in Investor Satisfaction, According to J.D. Power 2021 U.S. Full Service Investor Satisfaction Study(SM)
Financial services firm Edward Jones ranks highest in investor satisfaction with full-service brokerage firms, according to the J.D. Power 2021 U.S. Full-Service Investor Satisfaction Study(SM), the firm announced. The study measures overall investor satisfaction with 24 full-service investment…
Leda Vogl Joins FNBT as BSA Officer
Beloit, WI, July 6, 2021 – First National Bank and Trust (FNBT) is pleased to announce that Leda Vogl has joined the bank as the Bank Secrecy Act (BSA) Officer. Vogl comes to FNBT with 18 years of banking experience, eight…
Savant Continues to Earn Recognition for Financial Planning Services
ROCKFORD, Ill. (June 30, 2021) – Savant Wealth Management, a nationally recognized, fee-only advisory firm headquartered in Rockford, has been recognized by InvestmentNews as one of the top fee-only Registered Investment Advisors (RIAs) in the nation and by Accounting Today…
CoyleKiley Announces New Hires
Rachel Cunningham joined the CoyleKiley team as an Employee Benefits Account Manager. Rachel was born and raised in Titusville, FL, graduated from Astronaut High School, and moved to Illinois in 2004. Rachel joined the CoyleKiley team in 2021…
Savant Wealth Management to Acquire Michigan-Based AMDG Financial and AMDG Business Advisory Services
Transaction Marks Savant’s Entry into the Michigan Market; Furthers Commitment to a Culture of Excellence Brings additional support to its tax and consulting affiliate, Savant Tax & Consulting Furthers its position as one of the nation’s best-in-class firms…
FNBT Announces Promotions
Beloit, WI, June 17, 2021 – First National Bank and Trust (FNBT) is pleased to announce the following promotions. Connie Adler is transitioning to Assistant Vice President Commercial Banking Officer. In this role, she is responsible for developing new banking and…