SEIA Welcomes April Rosenberry, JD, LLM as Director of Estate, Tax, and Financial Planning
21 févr. 2024 09h00 HE
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Signature Estate & Investment Advisors
Los Angeles, CA, Feb. 21, 2024 (GLOBE NEWSWIRE) -- Signature Estate & Investment Advisors (SEIA) recently announced the appointment of April Rosenberry, JD, LLM, as Director of Estate, Tax, and...
LPL Financial Launches Bespoke Planning and Investing Solutions to Help Advisors Attract and Serve High-Net-Worth Investors
20 févr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
LPL Financial launches High-Net-Worth Services to help financial advisors deliver an elevated experience & personalized guidance to high-net-worth clients.
'Stress Proofing Your Marriage' Survey: 43% of U.S. Couples Don’t Have to “Work to Resist” Blaming Each Other for Economic Hardships
13 févr. 2024 09h36 HE
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Beyond Finance LLC
There are five ways to financially stress-proof a marriage, as determined by a U.S. study commissioned by Beyond Finance and Dr. Galen Buckwalter.
Linscomb & Williams Rebrands to Linscomb Wealth, Marking a New Chapter in a Legacy of Pursued Excellence
31 janv. 2024 12h19 HE
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Linscomb Wealth
Houston, TX, Jan. 31, 2024 (GLOBE NEWSWIRE) -- Linscomb & Williams, Inc., a Cadence Bank (NYSE: CADE) subsidiary and trusted name in wealth management since 1971, announced today a new name,...
Global Financial Planning Software (Solutions & Services) Market Report 2024-2028 - A $9.29 Billion Industry Opportunity Assessment by Deployment Mode, Application, End-use, and Region
24 janv. 2024 13h55 HE
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Research and Markets
Dublin, Jan. 24, 2024 (GLOBE NEWSWIRE) -- The "Financial Planning Software Global Market Report 2024" report has been added to ResearchAndMarkets.com's offering.The global financial planning...
Financial Harvest Wealth Advisors Honors Grace Medical Home
12 déc. 2023 08h00 HE
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Financial Harvest Wealth Advisors
Facilitating strategic generosity initiatives, Financial Harvest Wealth Advisors honor Grace Medical Home at the 15th annual Celebration of Gratitude.
Facet Unveils Financial Wellness Score, the New Nationwide Barometer for Personal Financial Health
01 nov. 2023 09h00 HE
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Facet
BALTIMORE, Nov. 01, 2023 (GLOBE NEWSWIRE) -- Facet, the consumer subscription fintech company that is building the future of financial planning, today announced the launch of the Financial Wellness...
Rising Complexity in Financial Management Drives Global Financial Planning Software Market's Robust Growth
27 oct. 2023 07h08 HE
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Research and Markets
Dublin, Oct. 27, 2023 (GLOBE NEWSWIRE) -- The "Global Financial Planning Software Market 2023-2027" report has been added to ResearchAndMarkets.com's offering. The global financial planning...
CLA Wealth Advisors Named to Barron’s 2023 Top 100 RIA Firms List
12 oct. 2023 17h02 HE
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CLA (CliftonLarsonAllen)
New York, New York, Oct. 12, 2023 (GLOBE NEWSWIRE) -- CLA (CliftonLarsonAllen LLP), the eighth largest accounting firm in the United States, announced today Barron’s recently named CLA Wealth...
Fintech Startup Origin Acquires MyAdvocate Assets to Expand Financial Wellness Platform, Make Estate Planning Easy and Affordable
04 oct. 2023 09h00 HE
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Origin
Financial wellness startup Origin announced that it has acquired NYC-based MyAdvocate, which provides an online estate planning tool.