Magnus Financial Group Announces Drew Collins Has Joined the Firm as a Senior Managing Director
05 mai 2022 09h00 HE
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Magnus Financial Group LLC
NEW YORK, May 05, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Drew Collins, CFA®, MBA, has joined the firm as a Senior Managing Director. Prior to...
Magnus Financial Group Announces Marc Beekman Has Joined the Firm as Investment Research Associate
03 mai 2022 09h00 HE
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Magnus Financial Group LLC
NEW YORK, May 03, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Marc Beekman has joined the firm as an Investment Research Associate. Prior to joining...
Zoe Announces Partnership With Michigan-Based RIA, Pathway Financial Planning
28 avr. 2022 09h01 HE
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Zoe Financial
NEW YORK, April 28, 2022 (GLOBE NEWSWIRE) -- Zoe, an innovative platform that accelerates wealth creation by connecting potential clients with the top five percent of wealth advisors nationwide,...
Global Wealth Management Market Anticipated to Generate a Revenue of $850.90 Billion and Grow at a CAGR of 7.1% during the Analysis Timeframe from 2021 to 2028 [223-Pages] | Proclaimed by Research Dive
26 avr. 2022 09h20 HE
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Research Dive
New York, USA, April 26, 2022 (GLOBE NEWSWIRE) -- According to a report published by Research Dive, the global wealth management market is anticipated to garner a revenue of $850.90 billion and rise...
Magnus Financial Group Announces Derek DeRosa Has Joined the Firm as Investment Research Associate
22 avr. 2022 13h00 HE
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Magnus Financial Group LLC (magnusfinancial.com)
NEW YORK, April 22, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Derek DeRosa has joined the firm as an Investment Research Associate. Prior to...
Zoe Announces Hiley Hunt Wealth Management as Part of the Zoe Advisor Network
21 avr. 2022 09h01 HE
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Zoe Financial
NEW YORK, April 21, 2022 (GLOBE NEWSWIRE) -- Zoe, a wealth platform that connects potential clients with the best-suited advisors to build and grow their wealth, announced its partnership with Hiley...
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Best-in-State Wealth Advisors Recognition
18 avr. 2022 09h00 HE
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Magnus Financial Group LLC
NEW YORK, April 18, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®,...
Zoe Announces Partnership With JNBA Financial Advisors, RIA With Over 4 Decades in The Market
12 avr. 2022 09h01 HE
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Zoe Financial
NEW YORK, April 12, 2022 (GLOBE NEWSWIRE) -- Zoe, a leading wealth platform recently recognized as one of Fast Company's most innovative companies globally, announced their ongoing partnership with...
Zoe Launches the 2022 Client Acquisition Best Practices Report for Wealth Advisors
30 mars 2022 09h16 HE
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Zoe Financial
NEW YORK, March 30, 2022 (GLOBE NEWSWIRE) -- Zoe, a leading New York-based wealth platform, launched an insightful resource for Registered Investment Advisors (RIAs) looking to improve their client...
Zoe Announces Partnership With Female-Led RIA, SignatureFD
29 mars 2022 09h01 HE
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Zoe Financial
NEW YORK, March 29, 2022 (GLOBE NEWSWIRE) -- Zoe, a leading wealth platform that connects clients with objective and interest-aligned wealth advisors, announced its partnership with an...