Solas Wealth Co-Founder Jana Seaman Named to Gulfshore Business 40 Under 40 List 2022
06 sept. 2022 07h00 HE
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Solas Wealth
NAPLES, Fla., Sept. 06, 2022 (GLOBE NEWSWIRE) -- Solas Wealth, a wealth management firm transforming the financial planning space, announced that co-founder Jana Seaman was named an honoree for this...
Tom Valverde Joins Leading Fintech Platform Income Solver to Disrupt Industry With Decumulation Planning and TAMP Technology
30 août 2022 11h00 HE
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Income Solver
LEAWOOD, Kan., Aug. 30, 2022 (GLOBE NEWSWIRE) -- Tom Valverde has joined the top-ranked retirement income technology platform used by financial advisors, IncomeSolver.com, as Chief Revenue...
Philanthropist and Financial Advisor Earns National Recognition + Funding for Revere Schools Foundation
17 août 2022 09h31 HE
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Revere Schools Foundation
AKRON, Ohio, Aug. 17, 2022 (GLOBE NEWSWIRE) -- Jason DiLauro, Managing Partner, Branch Manager at The Wealth Advisory Group of DiLauro Wracher & Thomas in Akron, OH, and founder of the Revere...
Credent Wealth Management merges with Personal Wealth Partners
11 août 2022 10h20 HE
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Credent Wealth Management
FORT WAYNE, Ind., Aug. 11, 2022 (GLOBE NEWSWIRE) -- Credent Wealth Management has announced a merger with Personal Wealth Partners. Personal Wealth Partners will now operate as Credent Wealth...
Solver QuickStart Cuts CPM Solution Deployment Time to One Day
03 août 2022 12h00 HE
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Solver, Inc.
CALABASAS, Calif., Aug. 03, 2022 (GLOBE NEWSWIRE) -- Solver, an award-winning global leader in cloud-based Corporate Performance Management (CPM) software for mid-market ERPs, today announced the...
Financial Advisor Magazine Recognizes Magnus Financial Group to Its 2022 RIA Survey and Ranking
29 juil. 2022 09h00 HE
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Magnus Financial Group LLC
NEW YORK, July 29, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus"), a registered investment advisory (RIA) firm, has earned further recognition within the financial services industry...
Financial Advisor Magazine names Azzad Asset Management in 2022 RIA Survey and Ranking
28 juil. 2022 08h00 HE
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Azzad Asset Management
Falls Church, Virginia, July 28, 2022 (GLOBE NEWSWIRE) -- Azzad Asset Management has been named in Financial Advisor magazine’s 2022 RIA Ranking. The report is an annual survey that ranks registered...
Laredo Oil enters into Financial Advisory Agreement with Dawson James Securities
27 juil. 2022 08h30 HE
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Laredo Oil, Inc.
AUSTIN, Texas, July 27, 2022 (GLOBE NEWSWIRE) -- via InvestorWire -- Laredo Oil, Inc. (“Laredo Oil”) (OTC Pink Sheets: LRDC), on July 21, 2022, Laredo Oil has entered into a Financial Advisory...
Magnus Financial Group Announces Michael Margiasso Has Joined the Firm as an Investment Operations Associate
09 juin 2022 14h00 HE
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Magnus Financial LLC
NEW YORK, June 09, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Michael Margiasso has joined the firm as an Investment Operations Associate. Margiasso...
Zoe Financial Reveals How They Select Their Award-Winning Advisor Partners
09 juin 2022 09h46 HE
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Zoe Financial
NEW YORK, June 09, 2022 (GLOBE NEWSWIRE) -- Zoe, a wealth platform that accelerates wealth creation through exceptional client experience and innovative technology, revealed the meticulous vetting...