a family of companies offering a robust portfolio of financial advisory services, today announced it has changed its name to Acclarity, and has unveiled a refreshed organizational structure.

Katie Miller is a consumer financial services ... Black-owned firm, we are redefining the traditional structure of mainstream RIAs (registered investment advisors) by leveraging our cultural ...

The two deals continue Boston-based CWA’s East Coast expansion, bringing total assets to more than $12 billion.

ComparisonAdviser, an online personal finance resource, releases its comprehensive ranking of top U.S. financial advisor firms based on key factors, such as services, fee structure, account ...