Zoe Financial Announces Partnership With Women-Owned RIA Better Money Decisions
18 nov. 2021 15h41 HE
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Zoe Financial
NEW YORK, Nov. 18, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a digital platform that helps consumers find, hire, and work with highly vetted fiduciary financial advisors, announced a new partnership...
Zoe Financial Announces Partnership With Betterment for Advisors
10 nov. 2021 09h03 HE
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Zoe Financial
NEW YORK, Nov. 10, 2021 (GLOBE NEWSWIRE) -- Zoe Financial announced today a new partnership with Betterment for Advisors, a leading digital-first wealth management platform for RIAs. The partnership...
Zoe Financial Announces Partnership With Ethic
09 nov. 2021 11h47 HE
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Zoe Financial
NEW YORK, Nov. 09, 2021 (GLOBE NEWSWIRE) -- Zoe Financial announced today a new partnership with Ethic, a tech-driven asset manager that powers the creation of personalized portfolios for...
Zoe Financial Announces Its Partnership With Wealth Management Firm Mercer Advisors
03 nov. 2021 09h09 HE
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Zoe Financial
NEW YORK, Nov. 03, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a New York-based financial advice platform that connects clients with a curated independent advisor network, announced today a partnership...
Zoe Financial Announces Record Quarter Milestones
02 nov. 2021 16h37 HE
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Zoe Financial
NEW YORK, Nov. 02, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a financial advice platform that connects consumers with vetted financial advisors, announced today noteworthy milestones reached during...
New Study: The Global Wealth Management Market Anticipated to Rise at a healthy CAGR of 7.1% and Surpass $850.90 Billion from 2021-2028 | Research Dive
27 oct. 2021 09h31 HE
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Research Dive
New York, USA, Oct. 27, 2021 (GLOBE NEWSWIRE) -- As per a report published by Research Dive, the global wealth management market is expected to generate a revenue of $850.90 billion and grow at a...
Salem Investment Counselors Ranked the #1 Financial Advisory Firm in the Southeast by CNBC
27 oct. 2021 09h00 HE
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Salem Investment Counselors
WINSTON-SALEM, N.C., Oct. 27, 2021 (GLOBE NEWSWIRE) -- The CNBC FA 100 List has been released for 2021 and Salem Investment Counselors (Salem) is once again ranked as the top financial advisory firm...
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Inaugural Top Financial Security Professional (FSP) Recognition
25 oct. 2021 09h00 HE
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Magnus Financial Group LLC
NEW YORK, Oct. 25, 2021 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®,...
Magnus Financial Group Announces Leslie Hwang Has Joined the Firm as Vice President & Client Relationship Manager
11 oct. 2021 09h00 HE
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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
04 oct. 2021 09h00 HE
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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. ...