Partenariat entre Purpose et LifeWorks pour offrir le Fonds de pension Longévité comme option aux promoteurs de régimes de retraite à cotisations déterminées
October 18, 2022 07:30 ET
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Investissements Purpose
TORONTO, 18 oct. 2022 (GLOBE NEWSWIRE) -- Purpose Investments Inc. (« Purpose ») annonce aujourd'hui avoir conclu un partenariat avec LifeWorks, chef de file des services de tenue de registres et de...
Sterling Neblett CEPA, CFP® Named to AdvisorHub's 'Fastest Growing Advisors to Watch' List
October 03, 2022 05:00 ET
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Centurion Wealth Management LLC
MCLEAN, Va., Oct. 03, 2022 (GLOBE NEWSWIRE) -- AdvisorHub recently released their "Fastest Growing Advisors To Watch" List and Centurion Wealth Management, LLC's cofounder, Sterling Neblett CEPA,...
TruChoice's SPD Team Helps Financial Professionals Excel
September 20, 2022 10:15 ET
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TruChoice Financial Group, LLC
MINNEAPOLIS, Sept. 20, 2022 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC, one of the largest distributors of insurance products in the financial services industry, is enhancing...
Centurion Wealth's Sterling Neblett, Wendy Payne and Mark McKaig Named "Top Financial Professional" by Northern Virginia Magazine
September 15, 2022 05:00 ET
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Centurion Wealth Management LLC
MCLEAN, Va., Sept. 15, 2022 (GLOBE NEWSWIRE) -- Northern Virginia Magazine has released its annual "Top Financial Professionals" List for 2022 and once again Centurion Wealth Management Partners...
OneDigital Executive Benefits Team Announces the Retirement of Andy Hart
September 01, 2022 08:00 ET
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Fulcrum Partners, LLC
ATLANTA, Sept. 01, 2022 (GLOBE NEWSWIRE) -- Andy Hart has been a leader in the executive benefits industry for more than twenty-five years, most recently as Senior Vice President, Retirement at...
TruChoice Hosts Inaugural TruWomen Annual Conference
August 25, 2022 09:00 ET
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TruChoice Financial Group, LLC
MINNEAPOLIS, Aug. 25, 2022 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC, one of the largest distributors of insurance products in the financial services industry, held its first TruWomen...
Sanford Heisler Sharp Files Amended Complaint Expanding ERISA Class Action Against UnitedHealth Group
August 24, 2022 10:38 ET
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Sanford Heisler Sharp LLP
MINNEAPOLIS, Aug. 24, 2022 (GLOBE NEWSWIRE) -- Sanford Heisler Sharp today filed an amended class action complaint against UnitedHealth Group, Inc. that contains new allegations and substantially...
TruChoice Hosts Inaugural Ascend Conference
July 05, 2022 09:00 ET
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TruChoice Financial Group, LLC
MINNEAPOLIS, July 05, 2022 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC, one of the largest distributors of insurance products in the financial services industry, held its first annual Ascend...
Veery Capital Takes Part in Stanley's Tavern Golf Classic
June 29, 2022 10:00 ET
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Veery Capital
WILMINGTON, Del., June 29, 2022 (GLOBE NEWSWIRE) -- Retirement planning and wealth management leader Veery Capital participated in Stanley's Tavern Golf Classic on Monday, May 16, 2022. It was the...
Wendy Payne CSA, CEP®, Cofounder of Centurion Wealth Management, LLC, Earns Certified Divorce Financial Analyst® Designation
April 22, 2022 05:00 ET
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Centurion Wealth Management LLC
MCLEAN, Va., April 22, 2022 (GLOBE NEWSWIRE) -- Wendy Payne CSA, CEP®, CDFA®, founding partner of Centurion Wealth Management, LLC, recently earned the designation of Certified Divorce Financial...