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Thursday, October 08, 2020

Palisade Capital Management Ranked Among Top 100 Financial Advisors by CNBC

Posted in Announcements

Palisade Capital Management is thrilled to announce that the firm has been included in CNBC’s ranking of the top 100 financial advisory firms in 2020. The “CNBC FA 100” celebrates advisory firms that top the list with regard to offering comprehensive planning and financial services that help clients navigate their financial lives. The CNBC FA 100 rankings take into consideration factors beyond assets under management and are based on a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. In preparing the CNBC FA 100, data was culled from thousands of advisory firms.

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Monday, September 21, 2020

Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman Appears on “Coffee Break With Canter”

Posted in Media Appearances

Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman appeared as David Canter's guest to discuss Palisade's evolution into financial planning for our Private Wealth Management clients. Episode 2 (of 2) of Coffee Break With Canter is below.

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Friday, September 18, 2020

Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”

Posted in Media Appearances

On September 18, 2020, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss how a pickup in the broader market, outside of mega-cap tech and work-from-home stocks, may be an indication of an acceleration in global growth.

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Tuesday, September 15, 2020

Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman Appears `on Coffee Break With Canter

Posted in Media Appearances

Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman appeared as David Canter's guest to discuss succession planning for registered investment advisers. Episode 1 (of 2) of Coffee Break With Canter is below.

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