The U.S. economy continued to defy the odds of a recession through the first half of 2023. After some political theatre, the government avoided a major self-inflicted error by raising the debt ceiling, allowing attention to turn to the economy. On balance, we would argue, the economy has improved relative to where it was at […]
FT. LAUDERDALE, FL, June 14, 2023 – Provenance Wealth Advisors, an affiliate of Berkowitz Pollack Brant Advisors + CPAs Accountants, has been recognized on Accounting Today’s annual Wealth Magnets list. The Wealth Magnets list ranks investment advisory firms affiliated with CPA firms by assets under advisement. Provenance Wealth Advisors had $3.79 billion in assets under […]
FT. LAUDERDALE, FL – March 30, 2023 – Provenance Wealth Advisors announced that Barron’s has once again named PWA chief investment officer and director Todd Moll, CFP®, CFA, to the annual list of top 1,200 financial advisors in the country for the ninth consecutive year. Moll is No. 32 in Barron’s as one of the […]
Despite a rapid recovery from the height of the pandemic, the global economy faced a new set of challenges in 2022. What started as global economy embattled by supply chain issues was stressed further with the Russian invasion of Ukraine. This amplified inflationary pressures, prompting central banks across the globe to raise rates at the […]
At the start the year, the U.S. economy appeared to be in great shape, having demonstrated significant recovery from the pandemic. Unemployment was down, wages were growing, and the U.S. stock market reached an all-time high on January 3rd. But today, six months later, a whole new set of challenges exist. Inflation has remained persistent […]
Forbes ranks best-in-state advisors for offering best practices and client experience. FT. LAUDERDALE, FL – April 26, 2022– Provenance Wealth Advisors, an independent office, today that Todd Moll, CFP®, CFA, is once again among the honorees on Forbes’ annual list of top financial advisors in the country for the fourth consecutive year. The Forbes annual […]
Miami, FL –April 14, 2022 – Provenance Wealth Advisors is pleased to announce that Pedro Harth has joined the firm as an independent financial advisor based in the new Dadeland office. “Pedro Harth comes to us with more than 30 years of financial experience,” said Eric Zeitlin, PWA managing director and RJFS financial advisor. “His […]
LAUDERDALE, FL – February 24, 2022 – PWA Director and RJFS Financial Advisor Sean Deviney, CFP®, was recently appointed to the board of the Memorial Hospital Foundation and the Joe DiMaggio Children’s Hospital Foundation. In this role, he will work with board members to provide philanthropic support that helps to ensure safe, quality and cost-effective […]
FT. LAUDERDALE, FL – March 1, 2021 – Provenance Wealth Advisors today announced that it has been named by InvestmentNews Magazine as one of the country’s Best Places to Work for Financial Advisors. The program features a survey of all firm employees and completion of a questionnaire which asks questions about culture, leadership, career opportunities […]