The Battle for Wealth Management CRM Market Share Converges Around a New “Rising Star” Advisor Segment
September 08, 2022 09:00 ET
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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...
Nest Wealth and Hub Financial Inc. Partner to Provide Digital Investment Solutions to over 5,000 Independent Financial Advisors
January 20, 2020 07:30 ET
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Nest Wealth
TORONTO, Jan. 20, 2020 (GLOBE NEWSWIRE) -- Nest Wealth, Canada’s leading digital wealth management platform is excited to announce a referral agreement with Hub Financial Inc., the top Managing...