Veery Capital Makes Series of Significant Donations to Charitable Causes
27 janv. 2022 10h00 HE | Veery Capital
WILMINGTON, Del., Jan. 27, 2022 (GLOBE NEWSWIRE) -- Financial planning firm Veery Capital has made a series of donations to companies pioneering a variety of charitable causes. This past December,...
Sunbridge Capital Partners Reduces Fees for the Sunbridge Capital Emerging Markets Fund in Celebration of Its 10-Year Track Record
27 janv. 2022 09h00 HE | Sunbridge Capital Partners
MIAMI, Jan. 27, 2022 (GLOBE NEWSWIRE) -- Sunbridge Capital is proud to announce the Sunbridge Capital Emerging Markets Fund (RIMIX) celebrated its 10-year track record effective December 2021 and...
Raymond James Financial Reports First Quarter of Fiscal 2022 Results
26 janv. 2022 16h22 HE | Raymond James Financial
ST. PETERSBURG, Fla., Jan. 26, 2022 (GLOBE NEWSWIRE) -- Domestic Private Client Group net new asset(1) growth of 11% over the prior 12 months and 14% annualized for the fiscal first quarterRecord...
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TAG Associates Nominated for Four Industry Awards
25 janv. 2022 10h00 HE | TAG Associates, LLC
NEW YORK, Jan. 25, 2022 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that the firm was nominated for two Family...
Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as Vice President, Client Relationship Manager
24 janv. 2022 10h00 HE | Magnus Financial Group LLC
NEW YORK, Jan. 24, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager. ...
Zoe Announces Their Partnership with Exencial Wealth Advisors
20 janv. 2022 11h49 HE | Zoe Financial
NEW YORK, Jan. 20, 2022 (GLOBE NEWSWIRE) -- Zoe, a digital platform that accelerates wealth creation through exceptional client experience and innovative technology, announced today one of their...
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2022: A critical year for growth and transformation for asset and wealth managers
19 janv. 2022 11h34 HE | Alpha FMC
NEW YORK, Jan. 19, 2022 (GLOBE NEWSWIRE) -- Alpha FMC, the leading global management consultancy serving the asset management industry, working with 17 of the top 20 global asset managers by AUM,...
Beyond Lead Generation: How Zoe's Wealth Platform Supercharged Capasso Planning Partners' Growth
18 janv. 2022 17h34 HE | Zoe Financial
NEW YORK, Jan. 18, 2022 (GLOBE NEWSWIRE) -- Zoe, a digital wealth management platform that connects clients with the best interest-aligned financial advisor for them, publicly shared today their...
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TAG Associates to Serve as Founding Supporter of Greenhouse Scholars in New York
18 janv. 2022 11h48 HE | TAG Associates, LLC
NEW YORK, Jan. 18, 2022 (GLOBE NEWSWIRE) -- TAG Associates, a leading multi-family office and portfolio management services firm, today announced that it has partnered with Greenhouse Scholars, an...
TruChoice Kicks Off 2022 With Annual Climb Conference
17 janv. 2022 09h00 HE | TruChoice Financial Group, LLC
MINNEAPOLIS, Jan. 17, 2022 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC, one of the largest distributors of insurance products in the financial services industry, held its third annual Climb...