Two Financial Harvest Wealth Advisers Awarded CFP® Certification
May 14, 2024 08:00 ET
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Financial Harvest Wealth Advisors
Financial Harvest Wealth Advisors announces Danica Bolton, CFP®, and Alex Swanson, CFP®, have earned their CERTIFIED FINANCIAL PLANNER™ certification.
Kristy Motta, of Beaverton, Oregon-based Consolidated Financial Management, has been recognized in Forbes Best-in-State Wealth Advisors list for the third consecutive year
April 16, 2024 08:00 ET
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Golden State
Kristy Motta, of Consolidated Financial Management, has been recognized in Forbes Best-in-State Wealth Advisors list for the third consecutive year.
College Football Playoff Ticket Prices Reach Record Highs
December 28, 2023 18:10 ET
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TicketSmarter
College Football Playoff tickets are projected to reach record highs. Fans can expect to pay more than $1,500 for tickets to the National Championship.
Getty Images Announced as an Official Photo Distribution and Licensing Provider of the College Football Playoff
December 28, 2023 08:57 ET
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Getty Images, Inc.
A Media Snippet accompanying this announcement is available by clicking on this link. NEW YORK, Dec. 28, 2023 (GLOBE NEWSWIRE) -- Getty Images (NYSE: GETY), a preeminent global visual content...
Lawrence Financial Planning Amplifies Client Benefits Through Merger with Oasis Wealth Planning Advisors
October 09, 2023 18:00 ET
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FP Transitions
Lake Oswego, Oregon, Oct. 09, 2023 (GLOBE NEWSWIRE) -- Oasis Wealth Planning Advisors (Oasis Wealth) and Lawrence Financial Planning (LFP) embrace synergies in a merger that places clients at the...
M&A Gusto Continues: FP Transitions Rallies to Meet Demand
July 26, 2023 09:11 ET
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FP Transitions
Lake Oswego, OR, July 26, 2023 (GLOBE NEWSWIRE) -- National wealth management consulting firm, FP Transitions, reports a continuous surge in independent financial advisor mergers, sales and...
Facet Rebrands; Reimagining Financial Advice for the Modern World
February 15, 2023 09:00 ET
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Facet
Baltimore, Md., Feb. 15, 2023 (GLOBE NEWSWIRE) -- Facet, the company revolutionizing personalized financial advice with an annual membership model, today announced a comprehensive rebrand to align...
Partnership between FMG and FP Transitions ignites 360-degree growth solutions for independent advisor businesses
December 15, 2022 08:10 ET
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FP Transitions
Lake Oswego, OR, Dec. 15, 2022 (GLOBE NEWSWIRE) -- FP Transitions, the industry’s leading growth consultancy for wealth management firms including succession planning, equity management and M&A...
U.S. Gain Expands Portfolio of Credit Generation Partnerships Throughout California
October 19, 2022 07:00 ET
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U.S. Gain
Appleton, WI, Oct. 19, 2022 (GLOBE NEWSWIRE) -- U.S. Gain, a leader in the development and distribution of alternative fuel and renewable energy, is excited to announce five new credit generation...
FP Transitions, Live Oak Bank & Advisor Circle Champion Sustainability for Wealth Firms
July 26, 2022 12:00 ET
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FP Transitions
Lake Oswego, OR, July 26, 2022 (GLOBE NEWSWIRE) -- Promising an experience that serves an inclusive community of up-and-coming advisors, this year’s Advisor Circle’s Future Proof Festival will...