Zoe Wins Nerdwallet's 2022 Best Online Financial Advisor Award
11 janv. 2022 15h04 HE
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Zoe Financial
NEW YORK, Jan. 11, 2022 (GLOBE NEWSWIRE) -- Zoe, a digital wealth planning platform that connects clients with interest-aligned financial advisors, was awarded Nerdwallet's 2022 Best Online...
Raymond James Financial Reports November 2021 Operating Data
22 déc. 2021 16h21 HE
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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...
Zoe Announces Its Partnership With Commas, a Fee-Only RIA
21 déc. 2021 11h33 HE
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Zoe Financial
NEW YORK, Dec. 21, 2021 (GLOBE NEWSWIRE) -- Zoe, a digital wealth platform that connects clients with independent, fiduciary financial advisors, announced a new firm joining its selective advisor...
Living Vogue Real Estate Enters Strategic Partnership With Elite Life Management
20 déc. 2021 09h00 HE
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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...
Zoe Announces Their Partnership With Forum Financial Management
10 déc. 2021 09h35 HE
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Zoe Financial
NEW YORK, Dec. 10, 2021 (GLOBE NEWSWIRE) -- Zoe, a digital wealth platform that connects clients with fiduciary financial advisors, just announced a new partner joining their exclusive advisor...
Consilio Wealth Advisors Hires New Investment Strategist Hao Dang to Expand Investment Advisory Offerings
06 déc. 2021 09h00 HE
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Consilio Wealth Advisors
SEATTLE, Dec. 06, 2021 (GLOBE NEWSWIRE) -- Consilio Wealth Advisors announced today that Hao Dang will be joining the team as their Investment Strategist in efforts to continue elevating their...
Zoe Financial Announces Partnership With Digital Wealth Management Innovator Farther Finance
02 déc. 2021 14h47 HE
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Zoe Financial
NEW YORK, Dec. 02, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a New York-based digital marketplace that connects clients with highly vetted fiduciary wealth managers nationally, announced today a new...
Flourish Crypto Adds Support for Ethereum and Expands Compliance Resources with a Blueprint for Approaching Cryptocurrencies, Following Growing Demand from RIAs
02 déc. 2021 09h00 HE
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Flourish
New York, Dec. 02, 2021 (GLOBE NEWSWIRE) -- Flourish, a platform which provides innovative access to financial products that help Registered Investment Advisers (RIAs) secure their clients’...
Raymond James Hires Robbie Moseley to Lead Financial Advisor Recruiting
29 nov. 2021 12h58 HE
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Raymond James Financial
ST. PETERSBURG, Fla., Nov. 29, 2021 (GLOBE NEWSWIRE) -- Following an extensive search, Raymond James has appointed Robbie Moseley as vice president and head of Advisor Choice Consulting, the firm’s...
Raymond James Financial Reports October 2021 Operating Data
23 nov. 2021 16h32 HE
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Raymond James Financial
ST. PETERSBURG, Fla., Nov. 23, 2021 (GLOBE NEWSWIRE) -- Raymond James Financial, Inc. (NYSE: RJF) today reported selected operating data for October 2021, in an effort to provide timely information...