Zoe Financial Recognized for the Second Year as NerdWalletʼs 2023 Best-of Awards Winner for Best Online Financial Advisor
January 04, 2023 08:00 ET
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Zoe Financial
NEW YORK, Jan. 04, 2023 (GLOBE NEWSWIRE) -- Zoe Financial was selected as a winner for NerdWalletʼs 2023 Best-Of Awards for the category of Best Online Financial Advisor. With this award, the New...
Affluent Investors Show Strain of Inflation, Market Volatility with Dramatic Decline in Financial Confidence
December 13, 2022 10:00 ET
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Escalent, Inc.
LIVONIA, Mich., Dec. 13, 2022 (GLOBE NEWSWIRE) -- A new Cogent Syndicated report from Escalent shows even affluent investors (those with $100,000 or more in investable assets) are feeling the...
RHK Capital to Host 2022 Disruptive Growth Conference in NYC on Dec. 5-6
November 22, 2022 09:35 ET
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RHK Capital
NEW YORK, Nov. 22, 2022 (GLOBE NEWSWIRE) -- via InvestorWire -- RHK Capital (“RHK”) will host the 2022 Disruptive Growth Conference on December 5-6, 2022, at the offices of Reed Smith, 599 Lexington...
Raymond James Financial Reports Fiscal Fourth Quarter and Fiscal 2022 Results
October 26, 2022 16:22 ET
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Raymond James Financial
ST. PETERSBURG, Fla., Oct. 26, 2022 (GLOBE NEWSWIRE) -- Domestic Private Client Group net new asset(1) growth of 9.0% for the fiscal year and 8.3% annualized for the fiscal fourth quarterRecord...
Steven Check Honored as a Barron’s Top Independent Financial Advisor for the 5th Consecutive Year
October 04, 2022 07:00 ET
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Check Capital Management
COSTA MESA, Calif., Oct. 04, 2022 (GLOBE NEWSWIRE) -- Steven Check, President and Chief Investment officer of Check Capital Management, has been recognized by Barron’s for the fifth year in a row...
Flourish Completes SOC 2 Type 1 Certification, Inclusive of Flourish Cash and Flourish Crypto
September 28, 2022 09:00 ET
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Flourish
New York, Sept. 28, 2022 (GLOBE NEWSWIRE) -- Flourish, a platform which provides innovative access to financial products that help RIAs secure their clients’ financial futures, today announced...
Innovator Preps Largest Reset of Defined Outcome ETF™ Lineup to Date Amid Trying Year for Stocks and Bonds, Announces New Upside Cap Ranges for Coming Year and Quarter
September 26, 2022 08:47 ET
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Innovator Capital Management
Lineup of October Buffer ETFs™ have exhibited decreased downside and volatility relative to reference assets in the current outcome period marked by significant market losses Flagship...
Raymond James Unveils Private Wealth Advisor Designation Program
September 21, 2022 09:54 ET
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Raymond James Financial
ST. PETERSBURG, Fla., Sept. 21, 2022 (GLOBE NEWSWIRE) -- Raymond James today unveiled its Private Wealth Advisor Program to advance its offering of sophisticated solutions for financial advisors....
4th Edition Book Released by Leading Researchers on Social Security Strategies
September 15, 2022 11:00 ET
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Social Security Solutions Inc.
LEAWOOD, Kan., Sept. 15, 2022 (GLOBE NEWSWIRE) -- Social Security Solutions Inc. has released their newly published 4th edition book on how to optimize Social Security income and minimize clients'...
Tom Valverde Joins Leading Fintech Platform Income Solver to Disrupt Industry With Decumulation Planning and TAMP Technology
August 30, 2022 11:00 ET
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Income Solver
LEAWOOD, Kan., Aug. 30, 2022 (GLOBE NEWSWIRE) -- Tom Valverde has joined the top-ranked retirement income technology platform used by financial advisors, IncomeSolver.com, as Chief Revenue...