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Recently launched: Benetic’s platform takes off and more advisors join every day
June 03, 2021 10:15 ET | Benetic
JACKSON, Wyo., June 03, 2021 (GLOBE NEWSWIRE) --  In the few months since Benetic launched its revolutionary online platform, advisors have flocked to register and use Benetic’s platform to generate...
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John Cortale, of LPL Financial Announces Latest Webinar on The First 8000 Days of Retirement, and What to Expect
May 05, 2021 11:23 ET | The Cortale Group at LPL Financial
WASHINGTON, May 05, 2021 (GLOBE NEWSWIRE) -- The Cortale Group at LPL Financial, a wealth advisory firm based in the Mid-Atlantic, has announced an upcoming educational webinar with guest speaker...
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Innovator ETFs Lists the First Accelerated ETFs™, Defined Outcome Investing Tools for Wealth Accumulation
April 01, 2021 08:55 ET | Innovator Capital Management
Accelerated ETFs™ seek to offer a multiple (2x or 3x) of the upside of SPY or QQQ, to a cap, with approximately single exposure to the downside, with or without a buffer, over a defined outcome period...
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Murray Devine Valuation Advisors Acts as Financial Advisor to Several GP-Led Transactions
March 31, 2021 09:00 ET | Murray Devine Valuation Advisors
PHILADELPHIA, March 31, 2021 (GLOBE NEWSWIRE) -- Murray Devine Valuation Advisors, a leading independent valuation advisory firm, today announced that it provided valuation services for two recent...
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John Cortale of THE CORTALE GROUP is Featured in Exclusive Interview
March 30, 2021 14:04 ET | The Cortale Group at LPL Financial
WASHINGTON, March 30, 2021 (GLOBE NEWSWIRE) -- John Cortale, Wealth Advisor and Founder of The Cortale Group at LPL Financial, has been featured in a recent interview with Ideamensch, a global...
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Golden State Welcomes Wealth Manager, Lee Jones of Tangent Retirement with Offices in both Northern and Southern CA
March 10, 2021 08:00 ET | Golden State
SOUTH COAST METRO, Calif., March 10, 2021 (GLOBE NEWSWIRE) -- Golden State Equity Partners (“Golden State”), an investment advisor registered with the SEC, is pleased to announce that Lee Jones of...
IncomeConductor® Announces New Relationship with the SEI Wealth Platform
March 09, 2021 10:00 ET | IncomeConductor
HARTFORD, Conn., March 09, 2021 (GLOBE NEWSWIRE) -- WealthConductor LLC, a FinTech company that arms enterprise and financial advisor clients with an integrated retirement income planning software...
Hamilton Capital Adds Two Key Members to Investment Management Team
March 09, 2021 09:00 ET | Hamilton Capital
COLUMBUS, Ohio, March 09, 2021 (GLOBE NEWSWIRE) -- Hamilton Capital (Hamilton), a Columbus-based registered investment advisor (RIA) with more than $3.0 billion in assets under management (AUM),...
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The Biggest Mistakes Americans are Making When Planning for Retirement in 2021
February 08, 2021 09:11 ET | TAG Financial Solutions
LA VISTA, Neb., Feb. 08, 2021 (GLOBE NEWSWIRE) -- Todd A. Gaswick, an independent financial advisor and the founder of TAG Financial Solutions has released “Conquering Your Wealth”, a handbook on...
THE NO BRAINER, DE-RISKING CONVERSATION EVERY ADVISOR SHOULD BE HAVING WITH THEIR MASS AFFLUENT CLIENTS
December 15, 2020 14:50 ET | Global Impact
Alexandria, VA, Dec. 15, 2020 (GLOBE NEWSWIRE) -- In the world of mass affluent advising, estate planning attorneys, tax advisors and wealth managers have a lot to think about – not only what their...