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Banking & Financial
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Press Release
August 5, 2019
One of 13 winners nationwide honored for promoting "equal opportunity for everyone" in financial advisory industry
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August 1, 2019
Deferred income annuity makes repeat appearance; MEMBERS Zone Annuity debuts in new Floor-Style category;
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August 1, 2019
Georgia Society of Certified Public Accountants selects its new chair for the 2019-20 fiscal year.
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July 30, 2019
As a Wealth Advisor, David will provide comprehensive wealth planning strategies.
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July 26, 2019
Mr. Franklin has been endorsed by Marquis Who's Who as a leader in the banking industry
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July 26, 2019
Mr. LeGrange has been endorsed by Marquis Who's Who as a leader in the field of accounting
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July 24, 2019
Advisors seen as uniquely suited to help clients evaluate their ongoing need for legacy life insurance policies
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July 23, 2019
Strategic venture capital fund of funds comes to the final close
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July 23, 2019
Using cutting-edge artificial intelligence, Vantagepoint helps traders and investors make smarter trades so they can retire sooner and profit more.
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July 18, 2019
Debt Resolution Technology to Alleviate Alarming CFPB Findings and Disrupt Debt Settlement Industry
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July 17, 2019
Dietz, Gilmor & Chazen, APC, is proud to announce the promotion of Ryan Greer to firm Partner.
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July 16, 2019
Company Named to Top 500 List, Top Franchises for Under $100,000 and Fastest Growing Franchise
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July 16, 2019
Brian Ross of Boca Raton, Florida has been honored with a recognition by Realtrends.com in its selection of "America's Best Real Estate Professionals: Florida Individuals."
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July 12, 2019
In 2018, Financial Advocates added financial planning, para-planning, investment trading, marketing, website design, and virtual broker to their existing custom services program.
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July 11, 2019
CRE-Finance recognizes the needed for Senior Living. Statistics from AARP show now until 2030, 10,000 Baby Boomers each day will hit retirement age.
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July 11, 2019
Charney Investment Group Places 2nd for Top Practice in 2018, Team Division
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July 11, 2019
Kevin Smith will participate on a panel titled "The Present and Future of the Advisor Desktop"
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July 10, 2019
The USB port blocker from The Connectivity Center guards your open "front door" against malware, viruses, and data breaches.
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July 10, 2019
Businesses can now automate sales, service and support operations through an Omnichannel CRM.
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