Magnus Financial Group Announces Leslie Hwang Has Joined the Firm as Vice President & Client Relationship Manager
October 11, 2021 09:00 ET | Magnus Financial Group LLC
NEW YORK, Oct. 11, 2021 (GLOBE NEWSWIRE) --  Magnus Financial Group LLC ("Magnus") is pleased to announce that Leslie Hwang has joined the firm as Vice President & Client Relationship Manager. ...
Magnus Financial Group Announces Jennifer Laughnan Has Joined the Firm as Vice President of Investment Operations
October 04, 2021 09:00 ET | Magnus Financial Group LLC
NEW YORK, Oct. 04, 2021 (GLOBE NEWSWIRE) --  Magnus Financial Group LLC ("Magnus") is pleased to announce that Jennifer Laughnan has joined the firm as Vice President of Investment Operations. ...
Zoe Financial Announces Its Partnership With Wealth Management Firm Perigon
September 30, 2021 15:34 ET | Zoe Financial
NEW YORK, Sept. 30, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a digital marketplace with a meticulously curated network of independent fiduciary advisors, announced a new partnership today with...
Magnus Financial Group Announces Katherine Babicz, CFP®, Has Joined the Firm as Vice President of Investment Operations
September 27, 2021 09:00 ET | Magnus Financial Group LLC
NEW YORK, Sept. 27, 2021 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Katherine Babicz, CFP®, has joined the firm as Vice President of Investment Operations....
Zoe Financial Announces Its Partnership With Alchemist Wealth
September 23, 2021 13:38 ET | Zoe Financial
NEW YORK, Sept. 23, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a digital marketplace designed to connect clients with highly vetted fiduciary financial advisors, announced a meaningful partnership...
For College Savings Month, Upromise Shares 10 Things Parents Should Know About College Savings
September 23, 2021 11:51 ET | Upromise
EL SEGUNDO, Calif., Sept. 23, 2021 (GLOBE NEWSWIRE) -- In recognition of September as College Savings Month, Upromise, the leading college savings rewards program, has compiled an infographic of 10...
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The Cortale Group Celebrates Its Clients By Hosting Events In Maryland And Virginia
September 01, 2021 11:57 ET | The Cortale Group at LPL Financial
WASHINGTON, Sept. 01, 2021 (GLOBE NEWSWIRE) -- John Cortale, Managing Director of The Cortale Group and Wealth Advisor at LPL Financial will be hosting two events in appreciation of his clients in...
Husson University and the Financial Planning Association of Northern England Join Forces to Support Student Education
June 22, 2021 08:10 ET | Husson University
BANGOR, MAINE, June 22, 2021 (GLOBE NEWSWIRE) -- Husson University announced today that it is partnering with the Financial Planning Association of Northern New England (FPA NNE) to help support...
Attorney and Wealth Advisor Anna E. Byrne Publishes The Inheritor’s Guide, A Legal, Financial, and Emotional Guide for Adult Children Managing Their Parents’ Legacy
June 10, 2021 10:10 ET | Eckert Byrne LLC
BOSTON, June 10, 2021 (GLOBE NEWSWIRE) -- Trusts & estates attorney, wealth advisor, and author, Anna E. Byrne, announces the release of her newest book, The Inheritor’s Guide. The book provides...
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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...