Unblu to Showcase Conversational Platform at Money20/20 in Las Vegas
25 oct. 2021 09h00 HE | Unblu Corp.
LAS VEGAS, Oct. 25, 2021 (GLOBE NEWSWIRE) -- Unblu, a leading provider of conversational technology for financial services, will launch and demonstrate the newest innovations to its platform at...
F2 Strategy Hires Banking and WealthTech Leader Andrea Bornstein-Bayer as Chief Operations Officer
13 oct. 2021 12h00 HE | F2 Strategy
Santa Cruz, CA, Oct. 13, 2021 (GLOBE NEWSWIRE) -- F2 Strategy, a WealthTech management consulting firm, today announced the appointment of Andrea Bornstein-Bayer as chief operations officer. A...
Erin Goss Joins Blue Chip Partners as Chief Operating Officer
11 oct. 2021 06h00 HE | Blue Chip Partners
FARMINGTON HILLS, Mich., Oct. 11, 2021 (GLOBE NEWSWIRE) -- Blue Chip Partners, a Farmington Hills, Michigan-based wealth management firm, announced today that Erin Goss, CFA, CAIA, CIMA®, CFS®, has...
TruChoice Expands Tax Resource Offerings for Financial Professionals
06 oct. 2021 09h00 HE | TruChoice Financial Group, LLC
MINNEAPOLIS, Oct. 06, 2021 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC, one of the largest distributors of insurance products in the financial services industry, is expanding its library of...
Timothy Reaume Joins Blue Chip Partners as a Senior Financial Advisor
27 sept. 2021 06h00 HE | Blue Chip Partners
FARMINGTON HILLS, Mich., Sept. 27, 2021 (GLOBE NEWSWIRE) -- Blue Chip Partners continues its growth with the addition of highly accredited Timothy Reaume, JD, LLM, CLU, ChFC, as a Senior Financial...
Blue Chip Partners Surpasses $1 Billion in Assets Under Management
10 sept. 2021 06h00 HE | Blue Chip Partners
FARMINGTON HILLS, Mich., Sept. 10, 2021 (GLOBE NEWSWIRE) -- Blue Chip Partners, a Farmington Hills, Michigan-based wealth management firm announced today that the company has surpassed $1 billion in...
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The Cortale Group Celebrates Its Clients By Hosting Events In Maryland And Virginia
01 sept. 2021 11h57 HE | 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...
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Innovator ETFs Announces New Upside Caps for September Series of U.S. Equity Buffer ETFs
01 sept. 2021 08h50 HE | Innovator Capital Management
CHICAGO, Sept. 01, 2021 (GLOBE NEWSWIRE) -- Innovator Capital Management, LLC (Innovator) today announced the upside caps and return profiles for the September series of the U.S. Equity Buffer ETFs™...
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CNL FINANCIAL GROUP PARTNERS WITH iCAPITAL NETWORK® TO ENHANCE ACCESS TO ALTERNATIVE INVESTMENTS
12 juil. 2021 10h00 HE | CNL Financial Group
Orlando, Fla., July 12, 2021 (GLOBE NEWSWIRE) -- CNL Financial Group, a leading provider of alternative investments, and iCapital Network1, the leading global financial technology platform driving...
Advocis: How should Canadians handle big-ticket summer purchases with savings from the pandemic? Ask their advisors. Toronto, ON, June 21, 2021 (GLOBE NEWSWIRE) -- The combined effects of sizzling weather, falling COVID-19 case counts, steady progress in vaccinations and healthy savings from the pandemic have...