Monumental Financial Planning (formerly The Cortale Group) Renews Commitment as a Third-Year Sponsor of Calvary Women's Services' Annual Hope Gala
April 18, 2024 13:56 ET
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Monumental Financial Planning
John Cortale of Monumental Financial Planning, formerly, The Cortale Group, is proud to announce its continued support for Calvary Women's Services
LBMC Investment Advisors’ Greg Herman Named Barron’s Top 1,200 Financial Advisor for 2024
March 28, 2024 10:17 ET
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LBMC
Nashville, TN, March 28, 2024 (GLOBE NEWSWIRE) -- LBMC Investment Advisors*, a Registered Investment Advisory firm with $1,900,000,000 in Assets Under Management, proudly announces that Managing...
Avantax Welcomes Financial Advisors Heidi and Nicholas Irwin, Longtime Fixtures of the Lockhart, Texas, Community
March 27, 2024 09:25 ET
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Avantax
Financial advisors Heidi and Nic Irwin transfer to Avantax Wealth Management from Edward Jones.
SEIA Welcomes April Rosenberry, JD, LLM as Director of Estate, Tax, and Financial Planning
February 21, 2024 09:00 ET
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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
February 20, 2024 09:00 ET
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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
February 13, 2024 09:36 ET
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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
January 31, 2024 12:19 ET
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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
January 24, 2024 13:55 ET
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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
December 12, 2023 08:00 ET
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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
November 01, 2023 09:00 ET
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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...