Raymond James Financial Reports November 2021 Operating Data
December 22, 2021 16:21 ET
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Raymond James Financial
ST. PETERSBURG, Fla., Dec. 22, 2021 (GLOBE NEWSWIRE) -- Raymond James Financial, Inc. (NYSE: RJF) today reported selected operating data for November 2021, in an effort to provide timely information...
Zoe Announces Its Partnership With Commas, a Fee-Only RIA
December 21, 2021 11:33 ET
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Zoe Financial
NEW YORK, Dec. 21, 2021 (GLOBE NEWSWIRE) -- Zoe, a digital wealth platform that connects clients with independent, fiduciary financial advisors, announced a new firm joining its selective advisor...
Living Vogue Real Estate Enters Strategic Partnership With Elite Life Management
December 20, 2021 09:00 ET
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Living Vogue Real Estate
SARASOTA, Fla., Dec. 20, 2021 (GLOBE NEWSWIRE) -- Living Vogue Real Estate, a Florida-based luxury real estate company, announces a strategic partnership with Elite Life Management, a registered...
Zoe Announces Their Partnership With Forum Financial Management
December 10, 2021 09:35 ET
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Zoe Financial
NEW YORK, Dec. 10, 2021 (GLOBE NEWSWIRE) -- Zoe, a digital wealth platform that connects clients with fiduciary financial advisors, just announced a new partner joining their exclusive advisor...
Consilio Wealth Advisors Hires New Investment Strategist Hao Dang to Expand Investment Advisory Offerings
December 06, 2021 09:00 ET
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Consilio Wealth Advisors
SEATTLE, Dec. 06, 2021 (GLOBE NEWSWIRE) -- Consilio Wealth Advisors announced today that Hao Dang will be joining the team as their Investment Strategist in efforts to continue elevating their...
Zoe Financial Announces Partnership With Digital Wealth Management Innovator Farther Finance
December 02, 2021 14:47 ET
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Zoe Financial
NEW YORK, Dec. 02, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a New York-based digital marketplace that connects clients with highly vetted fiduciary wealth managers nationally, announced today a new...
Flourish Crypto Adds Support for Ethereum and Expands Compliance Resources with a Blueprint for Approaching Cryptocurrencies, Following Growing Demand from RIAs
December 02, 2021 09:00 ET
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Flourish
New York, Dec. 02, 2021 (GLOBE NEWSWIRE) -- Flourish, a platform which provides innovative access to financial products that help Registered Investment Advisers (RIAs) secure their clients’...
Raymond James Hires Robbie Moseley to Lead Financial Advisor Recruiting
November 29, 2021 12:58 ET
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Raymond James Financial
ST. PETERSBURG, Fla., Nov. 29, 2021 (GLOBE NEWSWIRE) -- Following an extensive search, Raymond James has appointed Robbie Moseley as vice president and head of Advisor Choice Consulting, the firm’s...
Raymond James Financial Reports October 2021 Operating Data
November 23, 2021 16:32 ET
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Raymond James Financial
ST. PETERSBURG, Fla., Nov. 23, 2021 (GLOBE NEWSWIRE) -- Raymond James Financial, Inc. (NYSE: RJF) today reported selected operating data for October 2021, in an effort to provide timely information...
Zoe Financial Announces Partnership With Women-Owned RIA Better Money Decisions
November 18, 2021 15:41 ET
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Zoe Financial
NEW YORK, Nov. 18, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a digital platform that helps consumers find, hire, and work with highly vetted fiduciary financial advisors, announced a new partnership...