Zoe Financial Announces Partnership With Digital Wealth Management Innovator Farther Finance
December 02, 2021 14:47 ET | Zoe Financial
NEW YORK, Dec. 02, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a New York-based digital marketplace that connects clients with highly vetted fiduciary wealth managers nationally, announced today a new...
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Flourish Crypto Adds Support for Ethereum and Expands Compliance Resources with a Blueprint for Approaching Cryptocurrencies, Following Growing Demand from RIAs
December 02, 2021 09:00 ET | Flourish
New York, Dec. 02, 2021 (GLOBE NEWSWIRE) -- Flourish, a platform which provides innovative access to financial products that help Registered Investment Advisers (RIAs) secure their clients’...
Raymond James Hires Robbie Moseley to Lead Financial Advisor Recruiting
November 29, 2021 12:58 ET | Raymond James Financial
ST. PETERSBURG, Fla., Nov. 29, 2021 (GLOBE NEWSWIRE) -- Following an extensive search, Raymond James has appointed Robbie Moseley as vice president and head of Advisor Choice Consulting, the firm’s...
Raymond James Financial Reports October 2021 Operating Data
November 23, 2021 16:32 ET | Raymond James Financial
ST. PETERSBURG, Fla., Nov. 23, 2021 (GLOBE NEWSWIRE) -- Raymond James Financial, Inc. (NYSE: RJF) today reported selected operating data for October 2021, in an effort to provide timely information...
Zoe Financial Announces Partnership With Women-Owned RIA Better Money Decisions
November 18, 2021 15:41 ET | Zoe Financial
NEW YORK, Nov. 18, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a digital platform that helps consumers find, hire, and work with highly vetted fiduciary financial advisors, announced a new partnership...
Zoe Financial Announces Partnership With Betterment for Advisors
November 10, 2021 09:03 ET | Zoe Financial
NEW YORK, Nov. 10, 2021 (GLOBE NEWSWIRE) -- Zoe Financial announced today a new partnership with Betterment for Advisors, a leading digital-first wealth management platform for RIAs. The partnership...
Zoe Financial Announces Partnership With Ethic
November 09, 2021 11:47 ET | Zoe Financial
NEW YORK, Nov. 09, 2021 (GLOBE NEWSWIRE) -- Zoe Financial announced today a new partnership with Ethic, a tech-driven asset manager that powers the creation of personalized portfolios for...
Zoe Financial Announces Its Partnership With Wealth Management Firm Mercer Advisors
November 03, 2021 09:09 ET | Zoe Financial
NEW YORK, Nov. 03, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a New York-based financial advice platform that connects clients with a curated independent advisor network, announced today a partnership...
Zoe Financial Announces Record Quarter Milestones
November 02, 2021 16:37 ET | Zoe Financial
NEW YORK, Nov. 02, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a financial advice platform that connects consumers with vetted financial advisors, announced today noteworthy milestones reached during...
Raymond James Financial Reports Fourth Quarter and Fiscal 2021 Results
October 27, 2021 16:18 ET | Raymond James Financial
ST. PETERSBURG, Fla., Oct. 27, 2021 (GLOBE NEWSWIRE) -- Record quarterly net revenues of $2.70 billion, up 30% over the prior year’s fiscal fourth quarter and 9% over the preceding quarter Record...