Zoe Announces Partnership With Family-Owned RIA Firm, Parkshore Wealth Management
15 févr. 2022 15h34 HE
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Zoe Financial
NEW YORK, Feb. 15, 2022 (GLOBE NEWSWIRE) -- Zoe, a digital wealth platform that connects clients with highly-vetted interest-aligned financial advisors, announced their partnership with Parkshore...
TruChoice Launches Empowerment Program for Women
10 févr. 2022 09h00 HE
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TruChoice Financial Group, LLC
MINNEAPOLIS, Feb. 10, 2022 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC, one of the largest distributors of insurance products in the financial services industry, has launched an initiative...
Sharon Hayut, CFP®, CDFA® Receives Forbes' Best-in-State Women Advisors Recognition
10 févr. 2022 09h00 HE
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Magnus Financial Group LLC
NEW YORK, Feb. 10, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its Senior Managing Director, Sharon Hayut, CFP®,...
Zoe Partners With Pure Financial Advisors to Provide Trustworthy Wealth Planning to Clients
07 févr. 2022 12h09 HE
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Zoe Financial
NEW YORK, Feb. 07, 2022 (GLOBE NEWSWIRE) -- Zoe, a digital wealth platform leader in connecting clients with leading financial advisors, is pleased to introduce one of their new Advisor Network...
FWA Announces the Appointment of Its First President, Rachel Hyman
07 févr. 2022 11h00 HE
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Family Wealth Alliance
SCOTTSDALE, Ariz., Feb. 07, 2022 (GLOBE NEWSWIRE) -- The Family Wealth Alliance, the leader in serving North American multifamily wealth firms, today named its first President. “I am pleased to...
Zoe Announces Relationship With CNBC Financial Advisor 100 Firm, Index Fund Advisors
01 févr. 2022 10h01 HE
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Zoe Financial
NEW YORK, Feb. 01, 2022 (GLOBE NEWSWIRE) -- Zoe, a New York-based digital platform that accelerates wealth creation through exceptional client experience and innovative technology, announced their...
Global Family Office Market Outlook Report 2022-2026: Opportunities in Disruptive Technologies Such as AI & Blockchain & Strengthening Sustainable Investments
01 févr. 2022 07h53 HE
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Research and Markets
Dublin, Feb. 01, 2022 (GLOBE NEWSWIRE) -- The "Family Office Market - Global Outlook & Forecast 2021-2026" report has been added to ResearchAndMarkets.com's offering. The demand for an...
Veery Capital Makes Series of Significant Donations to Charitable Causes
27 janv. 2022 10h00 HE
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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
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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
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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...