Leading Investment Management Firm Harbourfront Wealth Names Kim Thompson as SVP of Strategy and Advisor Services to Support in Next Phase of Growth
September 30, 2022 08:00 ET
|
Harbourfront Wealth Management
VANCOUVER, British Columbia, Sept. 30, 2022 (GLOBE NEWSWIRE) -- Harbourfront Wealth Management ("Harbourfront" or the "Company"), a leading national investment management firm, today announced the...
Ex-VP of Global Marketing of Apple Joins Inery As Principal Advisor to Help Drive Mainstream Adoption
September 21, 2022 10:24 ET
|
Inery Blockchain
Singapore, Sept. 21, 2022 (GLOBE NEWSWIRE) -- Satjiv S. Chahil, the ex-Senior Vice President of Global Marketing of Apple, is joining Inery’s team as the new Principal Advisor bringing...
The Battle for Wealth Management CRM Market Share Converges Around a New “Rising Star” Advisor Segment
September 08, 2022 09:00 ET
|
Javelin Strategy & Research
SAN FRANCISCO, Sept. 08, 2022 (GLOBE NEWSWIRE) -- A new Javelin Strategy & Research Digital Wealth Management report shows the enterprise-centric Salesforce CRM platform outpacing smaller...
Talos Adds Highly Regarded Wall Street Technologist Neal Pawar as Strategic Advisor
August 11, 2022 08:30 ET
|
Talos
New York, Aug. 11, 2022 (GLOBE NEWSWIRE) -- Talos, the premier provider of institutional digital asset trading technology, today announced the appointment of Neal Pawar as the company’s latest...
Stearns Financial Group SVP Haleh Moddasser Receives Luminaries Award
December 03, 2021 14:18 ET
|
Stearns Financial Group
CHAPEL HILL, N.C., Dec. 03, 2021 (GLOBE NEWSWIRE) -- Stearns Financial Group announced today that Partner and Senior Wealth Advisor, Haleh Moddasser, has been honored in the "Executive Leadership...
Berdon Calls on Highly Experienced Professional for a Key Role in Its Tax Department
October 19, 2021 16:19 ET
|
Berdon LLP
New York, Oct. 19, 2021 (GLOBE NEWSWIRE) -- Berdon LLP Accountants and Advisors has brought on board James Toto, CPA, a tax professional with more than 25 years of experience, to further enhance the...
Technicorum Announces Rickard Amidani, Social Media & E-commerce Specialist to Join INFLUENCIOs Advisory Board
September 30, 2021 06:00 ET
|
Technicorum Holdings
STOCKHOLM, Sept. 30, 2021 (GLOBE NEWSWIRE) -- (via Blockchain Wire) –– Technicorum Holdings, one of the world's leading crypto advisors based in Singapore and Stockholm, and an IT and service group...
Investor Survey Reveals Advisors are Still Battling Loyalty and Client Self-Confidence When It Comes to Their Financial Futures
September 15, 2021 09:03 ET
|
Investments & Wealth Institute
DENVER, CO, Sept. 15, 2021 (GLOBE NEWSWIRE) -- The Investments & Wealth Institute released its 2021 Investor Report, conducted by Absolute Engagement, in partnership with Hightower Advisors,...
Supersapiens Welcomes Seven-Time Grand Tour Winner Chris Froome as Newest Advisor and Investor
September 09, 2021 10:30 ET
|
Supersapiens
Atlanta, GA, Sept. 09, 2021 (GLOBE NEWSWIRE) -- Supersapiens, the world’s imminent energy management system for performance athletes, powered by the Abbott Libre Sense Glucose Sport Biosensor, is...
Spectrum and GROUPIRA® Launch GROUPIRA® 3.0 Development Project for Advisor Community
June 09, 2021 14:00 ET
|
Spectrum Pension Consultants, Inc.
TACOMA, Wash., June 09, 2021 (GLOBE NEWSWIRE) -- Spectrum Pension Consultants, Inc. (Spectrum) and GROUPIRA®, INC. (GROUPIRA®), on Wednesday, June 9th announced after the Bitcoin 2021 conference in...