Zoe Financial Announces Partnership With Betterment for Advisors
November 10, 2021 09:03 ET
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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
November 09, 2021 11:47 ET
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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
November 03, 2021 09:09 ET
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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
November 02, 2021 16:37 ET
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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
October 27, 2021 16:18 ET
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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
October 26, 2021 14:00 ET
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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
October 22, 2021 14:03 ET
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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
October 20, 2021 17:31 ET
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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
October 19, 2021 13:01 ET
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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...
Alex. Brown Hosts Second Invitational Golf Tournament, Benefiting PGA Reach
October 18, 2021 17:02 ET
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Raymond James Financial
West Nyack, New York, Oct. 18, 2021 (GLOBE NEWSWIRE) -- Alex. Brown, a division of Raymond James, proudly hosted the second Alex. Brown Invitational golf tournament on Monday, September 27, 2021, at...