Zoe Celebrates One Year In Partnership With Financial Times Top 300 Investment Advisory Firm, TCI Wealth Advisors
17 mars 2022 11h16 HE
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Zoe Financial
NEW YORK, March 17, 2022 (GLOBE NEWSWIRE) -- Zoe, a leading wealth platform recently recognized as one of Fast Company's most innovative companies in the world, announced one year in partnership...
Phocas Software selected as preferred data analytics technology by ADS Solutions
17 mars 2022 08h42 HE
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Phocas Software
IRVINE Calif. and NOVATO, Calif., March 17, 2022 (GLOBE NEWSWIRE) -- A new partnership between Phocas Software and ADS Solutions will help small- to mid-sized businesses in the wholesale...
WORLD INSURANCE ASSOCIATES ACQUIRES PENSIONMARK FINANCIAL GROUP
16 mars 2022 08h15 HE
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World Insurance Associate LLC
Tinton Falls, NJ, March 16, 2022 (GLOBE NEWSWIRE) -- World Insurance Associates LLC (World), announced today that it has entered into an agreement to acquire Pensionmark Financial Group...
Zoe Financial Named to Fast Company's Most Innovative Companies 2022
08 mars 2022 10h01 HE
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Zoe Financial
NEW YORK, March 08, 2022 (GLOBE NEWSWIRE) -- Zoe, a leading wealth platform, has been named to Fast Company's prestigious 2022 list of the World's Most Innovative Companies, ranking among the top 10...
Zoe Announces Partnership With Tarascio Financial Planning
03 mars 2022 09h31 HE
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Zoe Financial
NEW YORK, March 03, 2022 (GLOBE NEWSWIRE) -- Zoe, a wealth platform leader in connecting clients with highly-vetted, interest-aligned financial advisors, announced their ongoing partnership...
Zoe Partners With Accounting Today Top Firm, BerganKDV Wealth Management
25 févr. 2022 15h01 HE
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Zoe Financial
NEW YORK, Feb. 25, 2022 (GLOBE NEWSWIRE) -- Zoe, a digital platform that connects clients with unbiased advisors to accelerate their wealth creation, announced their collaboration with...
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...
Northwestern Mutual: 5 Reasons to Include Life Insurance in a Financial Plan
21 févr. 2022 09h00 HE
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Northwestern Mutual
NEW YORK, Feb. 21, 2022 (GLOBE NEWSWIRE) -- When thinking about a financial plan, it's easy to jump right to investments. While investments are an important part of a financial plan, a solid plan...
Landing Rock Cash Management Increases Federal Insurance Coverage for IDA
16 févr. 2022 07h00 HE
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Landing Rock Group LLC
NEW YORK, Feb. 16, 2022 (GLOBE NEWSWIRE) -- Landing Rock Cash Management ("Landing Rock"), an affiliate of Double Rock Corp., today announced that it has increased the federal insurance coverage for...
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...