Credent Wealth Management Lands Two New Advisor Firms
25 avr. 2024 09h00 HE
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Credent Wealth Management
Two independent RIA's join Credent Wealth Management's partnership model and capitalize on exponential growth with a seamless transition.
Study Finds American Businesses Undervalued by More than 15%
29 févr. 2024 12h00 HE
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Capitaliz
Denver, Feb. 29, 2024 (GLOBE NEWSWIRE) -- Capitaliz, a digital platform for business valuation, succession, and exit planning, today announced findings from its latest Value Potential Index™ (VPI)....
Capitaliz Unveils Dynamic Revaluation Feature to Help Business Owners and Their Advisors Maximize Business Value
13 déc. 2023 08h00 HE
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Capitaliz
Denver, Dec. 13, 2023 (GLOBE NEWSWIRE) -- Capitaliz, a leading digital platform for exit planners to deliver scalable business valuation, succession, and exit planning outcomes, today launched its...
M&A Gusto Continues: FP Transitions Rallies to Meet Demand
26 juil. 2023 09h11 HE
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FP Transitions
Lake Oswego, OR, July 26, 2023 (GLOBE NEWSWIRE) -- National wealth management consulting firm, FP Transitions, reports a continuous surge in independent financial advisor mergers, sales and...
Propelled by recent growth, FP Transitions hits a valuation milestone and invests in its own expertise.
21 févr. 2023 14h06 HE
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FP Transitions
Lake Oswego, OR, Feb. 21, 2023 (GLOBE NEWSWIRE) -- Executing on its decades-long commitment to building sustainable wealth management enterprises, independent advisory consultant and data house, FP...
TradePMR to Collaborate with FP Transitions to Help Solve for Succession and Growth Planning Among RIAs
07 févr. 2023 11h59 HE
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FP Transitions
Lake Oswego, OR, Feb. 07, 2023 (GLOBE NEWSWIRE) -- Today, TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), announced a collaboration with the...
The LCap Group launches Leadership Dynamics, first-of-its-kind leadership evaluation tool
01 déc. 2022 08h45 HE
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The LCap Group
First-to-market leadership evaluation product launched to help private equity reduce investment risk by modeling the success of executive teamsBased on proprietary data of over 7,000 successful...
Raincatcher Represents Research Tool & Die on Its Successful Sale to Fairbanks Morse Defense
29 sept. 2022 11h00 HE
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Raincatcher
DENVER, Sept. 29, 2022 (GLOBE NEWSWIRE) -- Research Tool & Die Works, Inc. (RT&D), a family-owned supplier of high-quality electrical hardware to the U.S. and Canadian Navies, has been...
Excellence Canada Launches New Leadership Development Program for Employees at All Levels
07 sept. 2022 07h10 HE
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Excellence Canada
TORONTO, Sept. 07, 2022 (GLOBE NEWSWIRE) -- Excellence Canada is pleased to announce the launch of its new leadership development program, Certificate in Leadership Excellence. Known for its...
Strategic Corporate Governance Course (September 7-9, 2022 November 22-23, 2022)
15 août 2022 04h08 HE
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Research and Markets
Dublin, Aug. 15, 2022 (GLOBE NEWSWIRE) -- The "Strategic Corporate Governance" training has been added to ResearchAndMarkets.com's offering. The course is delivered virtually and split into 3 x 4.5...