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,...
Chris Dhanraj Joins CLA as Managing Principal of Investments
November 11, 2020 06:00 ET
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CLA (CliftonLarsonAllen LLP)
Tampa, FL, Nov. 11, 2020 (GLOBE NEWSWIRE) -- CLA (CliftonLarsonAllen), a national professional services firm, is pleased to announce that Chris Dhanraj has joined the CLA wealth advisory team as the...
Prime Capital Investment Advisors & LNC Partners Enter into Strategic Partnership
October 03, 2019 14:04 ET
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Prime Capital Investment Advisors
OVERLAND PARK, Kan., Oct. 03, 2019 (GLOBE NEWSWIRE) -- Prime Capital Investment Advisors, LLC (PCIA) is pleased to announce that it has entered into a partnership with LNC Partners (LNC). With the...
Chris Bouffard Joins Prime Capital Investment Advisors
February 07, 2019 13:50 ET
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Prime Capital Investment Advisors
OVERLAND PARK, Kan., Feb. 07, 2019 (GLOBE NEWSWIRE) -- Prime Capital Investment Advisors (PCIA) announces that Christopher Bouffard joins Prime Capital Wealth Management (PCWM), in a significant...
Prime Capital Investment Advisors acquires Arkansas firm
January 16, 2019 12:51 ET
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Prime Capital Investment Advisors
OVERLAND PARK, Kan., Jan. 16, 2019 (GLOBE NEWSWIRE) -- Prime Capital Investment Advisors (PCIA) continues its growth strategy and has agreed to acquire the assets of Longer Investments Inc. (LII) of...
Prime Capital Investment Advisors Continues Growth Into Ohio Valley
August 30, 2018 10:11 ET
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Prime Capital Investment Advisors
Overland Park, Kan., Aug. 30, 2018 (GLOBE NEWSWIRE) -- Giesting Financial, based in Batesville, Indiana, will join Prime Capital Investment Advisors (PCIA), continuing PCIA’s growth in 2018....
FOX Wealth Advisor Forum Provides Practical Responses to Market Shifts
April 03, 2018 10:00 ET
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Family Office Exchange LLC
CHICAGO, April 03, 2018 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), a global learning and networking community of enterprise families and their key advisors, announced that this year’s FOX...
FOX Public Webinar on Jan. 31 to Help Advisors Create More Attractive Employment Brands
December 19, 2017 10:00 ET
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Family Office Exchange LLC
CHICAGO, Dec. 19, 2017 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), a global membership community of enterprise families and their key advisors, will offer a public webinar entitled “The New...
Wealth Advisors Focus on Employee Experience to Deliver Better Client Experience
December 14, 2017 11:00 ET
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Family Office Exchange LLC
CHICAGO, Dec. 14, 2017 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), a global membership community of enterprise families and their key advisors, released a new study about how wealth advisory...