Global Financial Planning Software (Solutions & Services) Market Report 2024-2028 - A $9.29 Billion Industry Opportunity Assessment by Deployment Mode, Application, End-use, and Region
January 24, 2024 13:55 ET
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Research and Markets
Dublin, Jan. 24, 2024 (GLOBE NEWSWIRE) -- The "Financial Planning Software Global Market Report 2024" report has been added to ResearchAndMarkets.com's offering.The global financial planning...
Financial Harvest Wealth Advisors Honors Grace Medical Home
December 12, 2023 08:00 ET
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Financial Harvest Wealth Advisors
Facilitating strategic generosity initiatives, Financial Harvest Wealth Advisors honor Grace Medical Home at the 15th annual Celebration of Gratitude.
Facet Unveils Financial Wellness Score, the New Nationwide Barometer for Personal Financial Health
November 01, 2023 09:00 ET
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Facet
BALTIMORE, Nov. 01, 2023 (GLOBE NEWSWIRE) -- Facet, the consumer subscription fintech company that is building the future of financial planning, today announced the launch of the Financial Wellness...
Rising Complexity in Financial Management Drives Global Financial Planning Software Market's Robust Growth
October 27, 2023 07:08 ET
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Research and Markets
Dublin, Oct. 27, 2023 (GLOBE NEWSWIRE) -- The "Global Financial Planning Software Market 2023-2027" report has been added to ResearchAndMarkets.com's offering. The global financial planning...
CLA Wealth Advisors Named to Barron’s 2023 Top 100 RIA Firms List
October 12, 2023 17:02 ET
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CLA (CliftonLarsonAllen)
New York, New York, Oct. 12, 2023 (GLOBE NEWSWIRE) -- CLA (CliftonLarsonAllen LLP), the eighth largest accounting firm in the United States, announced today Barron’s recently named CLA Wealth...
Fintech Startup Origin Acquires MyAdvocate Assets to Expand Financial Wellness Platform, Make Estate Planning Easy and Affordable
October 04, 2023 09:00 ET
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Origin
Financial wellness startup Origin announced that it has acquired NYC-based MyAdvocate, which provides an online estate planning tool.
Origin Rolls Out Major Updates to its B2B Financial Wellness Platform for Employees
September 06, 2023 09:42 ET
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Origin
BOSTON, Sept. 06, 2023 (GLOBE NEWSWIRE) -- Origin, the startup reimagining financial wellness in the workplace, announced today a major upgrade to its B2B platform for employers. Origin is an...
Financial Solutions Joins Pensionmark as a World Insurance Associates LLC Company
August 29, 2023 09:32 ET
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Pensionmark A World Company
SANTA BARBARA, CA, Aug. 29, 2023 (GLOBE NEWSWIRE) -- World Insurance Associates, LLC (World) announced today that it has entered into an agreement to purchase Financial Solutions, an independent...
Financial Harvest Adds Financial Advisory for Athletes
July 18, 2023 07:59 ET
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Financial Harvest Wealth Advisors
WINTER PARK, Fla., July 18, 2023 (GLOBE NEWSWIRE) -- Financial Harvest Wealth Advisors announces the expansion of its personalized financial services, adding wealth management and financial planning...
Retirement Platform Guideline Grows Alongside Customers, Launches Mobile App and Enterprise Tier
July 12, 2023 12:00 ET
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Guideline
SAN FRANCISCO, July 12, 2023 (GLOBE NEWSWIRE) -- Guideline—the seamless, scalable retirement platform trusted by 40,000+ businesses and hundreds of thousands of savers—is growing at rates that fly...