New Cogent Syndicated Report: Third-Party Model Portfolio Use is on the Rise, but Barriers Remain for Widespread Adoption
February 23, 2022 09:10 ET
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Escalent, Inc.
LIVONIA, Mich., Feb. 23, 2022 (GLOBE NEWSWIRE) -- Despite industry expectations that third-party model portfolios will dominate strategies and play a significant role in decision making for advisors...
Zoe Announces Partnership With Family-Owned RIA Firm, Parkshore Wealth Management
February 15, 2022 15:34 ET
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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...
Zoe Partners With Pure Financial Advisors to Provide Trustworthy Wealth Planning to Clients
February 07, 2022 12:09 ET
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Zoe Financial
NEW YORK, Feb. 07, 2022 (GLOBE NEWSWIRE) -- Zoe, a digital wealth platform leader in connecting clients with leading financial advisors, is pleased to introduce one of their new Advisor Network...
Zoe Announces Relationship With CNBC Financial Advisor 100 Firm, Index Fund Advisors
February 01, 2022 10:01 ET
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Zoe Financial
NEW YORK, Feb. 01, 2022 (GLOBE NEWSWIRE) -- Zoe, a New York-based digital platform that accelerates wealth creation through exceptional client experience and innovative technology, announced their...
Triad Partners Emerges as Exclusive FMO for Top Advisors
February 01, 2022 09:00 ET
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Triad Partners
LAWRENCE, Kan., Feb. 01, 2022 (GLOBE NEWSWIRE) -- After a year of operating under the radar, Triad Partners has announced it's opening the doors to top financial advisors across the country. The...
Raymond James Financial Reports First Quarter of Fiscal 2022 Results
January 26, 2022 16:22 ET
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Raymond James Financial
ST. PETERSBURG, Fla., Jan. 26, 2022 (GLOBE NEWSWIRE) -- Domestic Private Client Group net new asset(1) growth of 11% over the prior 12 months and 14% annualized for the fiscal first quarterRecord...
Zoe Announces Their Partnership with Exencial Wealth Advisors
January 20, 2022 11:49 ET
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Zoe Financial
NEW YORK, Jan. 20, 2022 (GLOBE NEWSWIRE) -- Zoe, a digital platform that accelerates wealth creation through exceptional client experience and innovative technology, announced today one of their...
Beyond Lead Generation: How Zoe's Wealth Platform Supercharged Capasso Planning Partners' Growth
January 18, 2022 17:34 ET
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Zoe Financial
NEW YORK, Jan. 18, 2022 (GLOBE NEWSWIRE) -- Zoe, a digital wealth management platform that connects clients with the best interest-aligned financial advisor for them, publicly shared today their...
Zoe Announces Its Partnership With Vincere Wealth Management
January 13, 2022 14:04 ET
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Zoe Financial
NEW YORK, Jan. 13, 2022 (GLOBE NEWSWIRE) -- Zoe, a wealth platform recently awarded NerdWallet's 2022 Best Online Financial Advisor, announced its partnership with an Indiana-based financial...
Zoe Wins Nerdwallet's 2022 Best Online Financial Advisor Award
January 11, 2022 15:04 ET
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Zoe Financial
NEW YORK, Jan. 11, 2022 (GLOBE NEWSWIRE) -- Zoe, a digital wealth planning platform that connects clients with interest-aligned financial advisors, was awarded Nerdwallet's 2022 Best Online...