Zoe Announces Its Partnership With Vincere Wealth Management
13 janv. 2022 14h04 HE | Zoe Financial
NEW YORK, Jan. 13, 2022 (GLOBE NEWSWIRE) -- Zoe, a wealth platform recently awarded NerdWallet's 2022 Best Online Financial Advisor, announced its partnership with an Indiana-based financial...
Nicola Wealth expands global equity coverage group
13 janv. 2022 08h15 HE | Nicola Wealth
Toronto, Ontario, Jan. 13, 2022 (GLOBE NEWSWIRE) -- Toronto, ON, January 12, 2021 – Nicola Wealth is pleased to announce the addition of Brad Radin as Head of International Equities. Radin, along...
Bernstein Private Wealth Management Launches New Financial Advice Series “Let’s Talk”
11 janv. 2022 09h30 HE | Bernstein
New York, NY, Jan. 11, 2022 (GLOBE NEWSWIRE) -- Bernstein Private Wealth Management, a unit of AllianceBernstein L.P., (AB), today announced the launch of “Let’s Talk,” a new series of roundtable...
Magnus Financial Group Announces That Sharon Hayut, CFP®, CDFA® Has Joined the Firm as Senior Managing Director
07 janv. 2022 09h00 HE | Magnus Financial Group LLC
NEW YORK, Jan. 07, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Sharon Hayut, CFP®, CDFA® has joined the firm as Senior Managing Director. Prior to...
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Puhui Wealth Investment Management Co., Ltd. Announces Results of 2021 Annual General Meeting of Shareholders
30 déc. 2021 08h01 HE | Puhui Wealth Investment Management Co., Ltd.
BEIJING, Dec. 30, 2021 (GLOBE NEWSWIRE) -- Puhui Wealth Investment Management Co., Ltd. (Nasdaq: PHCF) (“Puhui” or the “Company”), a third-party wealth management service provider with a focus on...
Raymond James Financial Reports November 2021 Operating Data
22 déc. 2021 16h21 HE | Raymond James Financial
ST. PETERSBURG, Fla., Dec. 22, 2021 (GLOBE NEWSWIRE) -- Raymond James Financial, Inc. (NYSE: RJF) today reported selected operating data for November 2021, in an effort to provide timely information...
Living Vogue Real Estate Enters Strategic Partnership With Elite Life Management
20 déc. 2021 09h00 HE | Living Vogue Real Estate
SARASOTA, Fla., Dec. 20, 2021 (GLOBE NEWSWIRE) -- Living Vogue Real Estate, a Florida-based luxury real estate company, announces a strategic partnership with Elite Life Management, a registered...
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Adviser Investments Named Among ‘Best Places to Work in Money Management’ by Pensions & Investments
14 déc. 2021 06h00 HE | Adviser Investments
Newton, Mass., Dec. 14, 2021 (GLOBE NEWSWIRE) -- Adviser Investments announced today that it has been recognized for a sixth consecutive year among the “Best Places to Work in Money Management” by...
Chad Larson Selected as One of Canada’s Top Wealth Advisors in 2021
09 déc. 2021 05h30 HE | MLD Wealth Management Group
CALGARY, Alberta, Dec. 09, 2021 (GLOBE NEWSWIRE) -- MLD Wealth Management announced that Chad Larson, has been recognized as one of Canada’s Top Wealth Advisors for 2021, a ranking by The Globe...
Fewer Licensed Reps are Managing More Assets Under Management According to New Discovery Data Research
07 déc. 2021 08h03 HE | Discovery Data
Eatontown, New Jersey, Dec. 07, 2021 (GLOBE NEWSWIRE) -- According to Discovery Data’s 2020–2021 Special Pandemic Rep Movement Report, as uncertainty took hold of the financial markets and the...