Zoe Announces Partnership With New York-Based RIA Firm, Future You Wealth
23 févr. 2022 10h01 HE
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Zoe Financial
NEW YORK, Feb. 23, 2022 (GLOBE NEWSWIRE) -- Zoe, a leading platform that connects clients with interest-aligned financial advisors, announced their continued partnership with Future You Wealth. Two...
New Cogent Syndicated Report: Third-Party Model Portfolio Use is on the Rise, but Barriers Remain for Widespread Adoption
23 févr. 2022 09h10 HE
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Escalent, Inc.
LIVONIA, Mich., Feb. 23, 2022 (GLOBE NEWSWIRE) -- Despite industry expectations that third-party model portfolios will dominate strategies and play a significant role in decision making for advisors...
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...
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...
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...
Triad Partners Emerges as Exclusive FMO for Top Advisors
01 févr. 2022 09h00 HE
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Triad Partners
LAWRENCE, Kan., Feb. 01, 2022 (GLOBE NEWSWIRE) -- After a year of operating under the radar, Triad Partners has announced it's opening the doors to top financial advisors across the country. The...
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...
Zoe Announces Their Partnership with Exencial Wealth Advisors
20 janv. 2022 11h49 HE
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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...
Beyond Lead Generation: How Zoe's Wealth Platform Supercharged Capasso Planning Partners' Growth
18 janv. 2022 17h34 HE
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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...
Zoe Announces Its Partnership With Vincere Wealth Management
13 janv. 2022 14h04 HE
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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...