OneDigital Executive Benefits Team Announces the Retirement of Andy Hart
September 01, 2022 08:00 ET
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Fulcrum Partners, LLC
ATLANTA, Sept. 01, 2022 (GLOBE NEWSWIRE) -- Andy Hart has been a leader in the executive benefits industry for more than twenty-five years, most recently as Senior Vice President, Retirement at...
TruChoice Hosts Inaugural TruWomen Annual Conference
August 25, 2022 09:00 ET
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TruChoice Financial Group, LLC
MINNEAPOLIS, Aug. 25, 2022 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC, one of the largest distributors of insurance products in the financial services industry, held its first TruWomen...
Sanford Heisler Sharp Files Amended Complaint Expanding ERISA Class Action Against UnitedHealth Group
August 24, 2022 10:38 ET
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Sanford Heisler Sharp LLP
MINNEAPOLIS, Aug. 24, 2022 (GLOBE NEWSWIRE) -- Sanford Heisler Sharp today filed an amended class action complaint against UnitedHealth Group, Inc. that contains new allegations and substantially...
TruChoice Hosts Inaugural Ascend Conference
July 05, 2022 09:00 ET
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TruChoice Financial Group, LLC
MINNEAPOLIS, July 05, 2022 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC, one of the largest distributors of insurance products in the financial services industry, held its first annual Ascend...
Veery Capital Takes Part in Stanley's Tavern Golf Classic
June 29, 2022 10:00 ET
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Veery Capital
WILMINGTON, Del., June 29, 2022 (GLOBE NEWSWIRE) -- Retirement planning and wealth management leader Veery Capital participated in Stanley's Tavern Golf Classic on Monday, May 16, 2022. It was the...
Wendy Payne CSA, CEP®, Cofounder of Centurion Wealth Management, LLC, Earns Certified Divorce Financial Analyst® Designation
April 22, 2022 05:00 ET
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Centurion Wealth Management LLC
MCLEAN, Va., April 22, 2022 (GLOBE NEWSWIRE) -- Wendy Payne CSA, CEP®, CDFA®, founding partner of Centurion Wealth Management, LLC, recently earned the designation of Certified Divorce Financial...
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...
TruChoice Mourns Loss of Longtime Ann Arbor Annuity Exchange President, Van A. Lumbard
April 19, 2022 10:00 ET
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TruChoice Financial Group, LLC
MINNEAPOLIS, April 19, 2022 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC, announced today that longtime insurance industry leader, Van A. Lumbard, passed away on April 13, 2022, surrounded by...
TruChoice Expands Exclusive Peer-to-Peer Coaching Program
April 13, 2022 09:00 ET
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TruChoice Financial Group, LLC
MINNEAPOLIS, April 13, 2022 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC, one of the largest distributors of insurance products in the financial services industry, is expanding an exclusive...
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...