Raymond James Financial Reports April 2022 Operating Data
May 24, 2022 16:18 ET
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Raymond James Financial
ST. PETERSBURG, Fla., May 24, 2022 (GLOBE NEWSWIRE) -- Raymond James Financial, Inc. (NYSE: RJF) today reported selected operating data for April 2022, in an effort to provide timely information to...
Zoe Announces Partnership With Ohio-Based Firm, Defiant Financial Services, LLC
May 12, 2022 09:01 ET
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Zoe Financial
NEW YORK, May 12, 2022 (GLOBE NEWSWIRE) -- Zoe, a wealth platform recently recognized as one of Fast Company's Most Innovative Companies, announced Defiant Financial Services, LLC as one of the RIAs...
Triad Partners Welcomes Chris Smith and Campfire Effect as a Strategic Partner
May 11, 2022 07:15 ET
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Triad Partners
LAWRENCE, Kan., May 11, 2022 (GLOBE NEWSWIRE) -- Triad Partners was formed with one mission in mind: To help financial advisors grow their business and live their best lives. And it starts by...
Zoe Announces 3 Years in Partnership With Metanoia Financial
May 05, 2022 09:01 ET
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Zoe Financial
NEW YORK, May 05, 2022 (GLOBE NEWSWIRE) -- Zoe, an innovative wealth platform that connects potential clients with the top 5% of wealth advisors nationwide, announced its third year in partnership...
Zoe Announces Partnership With Michigan-Based RIA, Pathway Financial Planning
April 28, 2022 09:01 ET
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Zoe Financial
NEW YORK, April 28, 2022 (GLOBE NEWSWIRE) -- Zoe, an innovative platform that accelerates wealth creation by connecting potential clients with the top five percent of wealth advisors nationwide,...
Raymond James Financial Reports Second Quarter of Fiscal 2022 Results
April 27, 2022 16:21 ET
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Raymond James Financial
ST. PETERSBURG, Fla., April 27, 2022 (GLOBE NEWSWIRE) -- Domestic Private Client Group net new asset(1) growth of 11% over the prior 12 months and nearly 9% annualized for the fiscal second...
Discovery Data Releases Annual Outlook Report on Key Factors Influencing Financial Advisors’ Decision-Making in 2022
April 27, 2022 08:33 ET
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Discovery Data
Eatontown, New Jersey, April 27, 2022 (GLOBE NEWSWIRE) -- Despite widespread, post-pandemic office reopenings across the financial services industry, nearly 70 percent of financial advisors are...
Zoe Announces Hiley Hunt Wealth Management as Part of the Zoe Advisor Network
April 21, 2022 09:01 ET
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Zoe Financial
NEW YORK, April 21, 2022 (GLOBE NEWSWIRE) -- Zoe, a wealth platform that connects potential clients with the best-suited advisors to build and grow their wealth, announced its partnership with Hiley...
Zoe Announces Partnership With JNBA Financial Advisors, RIA With Over 4 Decades in The Market
April 12, 2022 09:01 ET
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Zoe Financial
NEW YORK, April 12, 2022 (GLOBE NEWSWIRE) -- Zoe, a leading wealth platform recently recognized as one of Fast Company's most innovative companies globally, announced their ongoing partnership with...
Zoe Launches the 2022 Client Acquisition Best Practices Report for Wealth Advisors
March 30, 2022 09:16 ET
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Zoe Financial
NEW YORK, March 30, 2022 (GLOBE NEWSWIRE) -- Zoe, a leading New York-based wealth platform, launched an insightful resource for Registered Investment Advisors (RIAs) looking to improve their client...