Barsz Gowie Amon & Fultz LLC Announces Merger with William E. Howe & Co.
04 déc. 2024 09h30 HE
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Barsz Gowie Amon & Fultz; William E. Howe & Co.
MEDIA, Pa., Dec. 04, 2024 (GLOBE NEWSWIRE) -- Barsz Gowie Amon & Fultz LLC (BGA&F), a full-service accounting and advisory firm, is pleased to announce its merger with William E. Howe &...
Personal Finance Apps Industry Report 2024 - Global Personal Finance Apps Market to Cross $330 Billion by 2028 - Intuit, Venmo, Acorns, Expensify, and Albert Dominate the Competitive Landscape
08 nov. 2024 09h12 HE
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Research and Markets
Dublin, Nov. 08, 2024 (GLOBE NEWSWIRE) -- The "Personal Finance Apps Market Report 2024" report has been added to ResearchAndMarkets.com's offering.This Personal Finance Apps market report covers...
Optifino Inks Deal with Ryan to Unlock New Tax-Optimization Strategies
14 août 2024 15h44 HE
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Optifino
Optifino inks partnership deal with Ryan to unlock new tax optimization strategies with tailored life insurance optimized for client goals
Avantax Wealth Management Welcomes Noble Oak Financial
23 juil. 2024 10h03 HE
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Avantax
Avantax Welcomes Noble Oak Financial and Financial Professionals Josh Linton, Mike Koltz and Danielle Boutwell.
Avantax Welcomes Long Island-based S&P Financial Services with Approximately $150 Million in Client Assets
17 juil. 2024 10h17 HE
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Avantax
Avantax Welcomes Long Island-based S&P Financial Services with Approximately $150 Million in Client Assets
Avantax Wealth Management Welcomes Financial Advisor Erin Hinzmann
04 juin 2024 10h03 HE
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Avantax
Avantax welcomes advisor Erin Hinzmann previously with Ameriprise where she had approximately $120 million in client assets under administration.
Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax’s Employee-based Model
16 mai 2024 10h03 HE
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Avantax
Avantax acquires Pennsylvania-based firm adding 10-person, $400-million practice to Avantax’s employee-based model
Avantax Planning Partners Recognizes Affiliate Accomplishments, Builds on Strong CPA Firm Relationships During National Conference
14 mai 2024 10h03 HE
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Avantax
Avantax Planning Partners Recognizes Affiliate Accomplishments, Builds on Strong CPA Firm Relationships During National Conference
Avantax Welcomes Financial Advisors Heidi and Nicholas Irwin, Longtime Fixtures of the Lockhart, Texas, Community
27 mars 2024 09h25 HE
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Avantax
Financial advisors Heidi and Nic Irwin transfer to Avantax Wealth Management from Edward Jones.
SEIA Welcomes April Rosenberry, JD, LLM as Director of Estate, Tax, and Financial Planning
21 févr. 2024 09h00 HE
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Signature Estate & Investment Advisors
Los Angeles, CA, Feb. 21, 2024 (GLOBE NEWSWIRE) -- Signature Estate & Investment Advisors (SEIA) recently announced the appointment of April Rosenberry, JD, LLM, as Director of Estate, Tax, and...