New Survey Suggests that Traditional Assumptions about Gen Z and Millennial Finances Get it Wrong; Most Want a Financial Advisor and Don’t Trust Social Media Influencers or Robos
September 20, 2021 09:00 ET | Vise
New York, NY, Sept. 20, 2021 (GLOBE NEWSWIRE) -- Gen Z, Millennials, Gen X and Baby Boomers may not see eye to eye on much, but when it comes to financial concerns and investing they have a lot in...
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eGain Virtual Financial Coach™ Experiences Early Success with Credit Unions
August 17, 2021 06:30 ET | eGain Corporation
SUNNYVALE, Calif., Aug. 17, 2021 (GLOBE NEWSWIRE) -- eGain (NASDAQ: EGAN), the leading cloud platform for customer engagement automation, today announced that 25 credit unions have deployed the...
VISE STRENGTHENS LEADERSHIP TEAM TO ACCELERATE FUTURE GROWTH
July 23, 2021 12:00 ET | Vise
New York, NY, July 23, 2021 (GLOBE NEWSWIRE) -- Vise, the technology-powered investment manager built for advisors, today announced three new additions to its executive leadership team to further...
Advocis: How should Canadians handle big-ticket summer purchases with savings from the pandemic? Ask their advisors. Toronto, ON, June 21, 2021 (GLOBE NEWSWIRE) -- The combined effects of sizzling weather, falling COVID-19 case counts, steady progress in vaccinations and healthy savings from the pandemic have...
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GreenPath and eGain Launch Unique Anytime-Anywhere Virtual Financial Coach™
March 02, 2021 07:00 ET | eGain Corporation
The Virtual Financial Coach provides trusted, empathetic financial guidance and advice at scale through eGain’s award-winning AI technology FARMINGTON HILLS, Mich. and SUNNYVALE, Calif., March 02,...
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THE CORTALE GROUP Invites Danny Cohen, Sr. Vice President and Business Consultant at John Hancock Investments, To Speak About The Economy And The Election
October 23, 2020 10:42 ET | The Cortale Group at LPL Financial
WASHINGTON, Oct. 23, 2020 (GLOBE NEWSWIRE) -- The Cortale Group at LPL Financial, a financial planning firm based out of Georgetown, announced its upcoming presentation on the economy and the...
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THE CORTALE GROUP Helps Clients Understand How to Transfer Wealth Successfully
July 10, 2020 14:13 ET | The Cortale Group at LPL Financial
WASHINGTON, July 10, 2020 (GLOBE NEWSWIRE) -- The Cortale Group at LPL Financial, a leading investment advisory firm, announced its upcoming presentation on the transfer of family wealth – why...
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STEVLOC Management Inc. changes its name to Virtus Capital Management Inc.
July 09, 2020 15:40 ET | Virtus Capital Management Inc.
VAUGHAN, Ontario, July 09, 2020 (GLOBE NEWSWIRE) -- STEVLOC Management Inc. (the “Company”), a registered Exempt Market Dealer, is pleased to announce that it has changed its name to Virtus Capital...
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STEVLOC Management Inc. has re-located its head office to Woodbridge, Ontario
November 11, 2019 15:30 ET | STEVLOC Management
WOODBRIDGE, Ontario, Nov. 11, 2019 (GLOBE NEWSWIRE) -- STEVLOC Management Inc. is pleased to announce the re-location of its head office to Woodbridge, Ontario. The move comes as a result of...
STEVLOC Management Inc. Appoints New CEO & CCO
September 23, 2019 14:16 ET | STEVLOC Management
TORONTO, Sept. 23, 2019 (GLOBE NEWSWIRE) -- STEVLOC Management Inc. (SMI) recently celebrated 5 years of business. SMI has been the lead agent on 13 fully funded offerings and has raised its Assets...