Zoe Financial Announces Partnership With Women-Owned RIA Better Money Decisions
18 nov. 2021 15h41 HE
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Zoe Financial
NEW YORK, Nov. 18, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a digital platform that helps consumers find, hire, and work with highly vetted fiduciary financial advisors, announced a new partnership...
Zoe Financial Announces Partnership With Betterment for Advisors
10 nov. 2021 09h03 HE
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Zoe Financial
NEW YORK, Nov. 10, 2021 (GLOBE NEWSWIRE) -- Zoe Financial announced today a new partnership with Betterment for Advisors, a leading digital-first wealth management platform for RIAs. The partnership...
Zoe Financial Announces Partnership With Ethic
09 nov. 2021 11h47 HE
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Zoe Financial
NEW YORK, Nov. 09, 2021 (GLOBE NEWSWIRE) -- Zoe Financial announced today a new partnership with Ethic, a tech-driven asset manager that powers the creation of personalized portfolios for...
Zoe Financial Announces Its Partnership With Wealth Management Firm Mercer Advisors
03 nov. 2021 09h09 HE
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Zoe Financial
NEW YORK, Nov. 03, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a New York-based financial advice platform that connects clients with a curated independent advisor network, announced today a partnership...
Zoe Financial Announces Record Quarter Milestones
02 nov. 2021 16h37 HE
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Zoe Financial
NEW YORK, Nov. 02, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a financial advice platform that connects consumers with vetted financial advisors, announced today noteworthy milestones reached during...
Raymond James Financial Reports Fourth Quarter and Fiscal 2021 Results
27 oct. 2021 16h18 HE
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Raymond James Financial
ST. PETERSBURG, Fla., Oct. 27, 2021 (GLOBE NEWSWIRE) -- Record quarterly net revenues of $2.70 billion, up 30% over the prior year’s fiscal fourth quarter and 9% over the preceding quarter Record...
Advocis Invites Advisors, Families and Youth to ‘Get Started’ with Financial Literacy for Financial Literacy Month 2021
26 oct. 2021 14h00 HE
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Advocis, The Financial Advisors Association of Canada
Toronto, ON, Oct. 26, 2021 (GLOBE NEWSWIRE) -- Advocis, The Financial Advisors Association of Canada, has announced its Financial Literacy Month initiatives for 2021, with highlights including a...
Enhanced Profiles Drive BlackRock, Invesco and Boutique Managers to The Wealth Advisor's New Model Portfolio Selection Guide
22 oct. 2021 14h03 HE
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The Wealth Advisor
SANTA MONICA, Calif., Oct. 22, 2021 (GLOBE NEWSWIRE) -- The Wealth Advisor, a Marina Media LLC publication, today announced the upcoming launch of the first Model Portfolio & SMA Strategists:...
Raymond James Financial to Acquire TriState Capital Holdings
20 oct. 2021 17h31 HE
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Raymond James Financial
ST. PETERSBURG, Fla. / PITTSBURGH, Pa., Oct. 20, 2021 (GLOBE NEWSWIRE) -- Raymond James Financial, Inc. (NYSE: RJF) and TriState Capital Holdings, Inc. (NASDAQ: TSC) have entered into a definitive...
Raymond James Rolls Out Alerts Portal, Creating Increased Efficiency and Collaboration Among Financial Advisors and Their Teams
19 oct. 2021 13h01 HE
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Raymond James Financial
ST. PETERSBURG, Fla., Oct. 19, 2021 (GLOBE NEWSWIRE) -- Demonstrating the firm’s commitment to supporting financial advisors through innovative technology and its continued investment in the...