Search News & Press Releases by Tag, Press release news tagged with Wealth management

Press Release January 24, 2023

DPL Financial Partners expands insurance offerings to address RIA member demand for more life, long-term care and disability options

Platform to offer "best available" products enabling RIAs to seamlessly expand their holistic offerings for clients

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Press Release January 19, 2023

Edward R. Jastrem has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

Currently director of financial planning for Heritage Financial Services, Mr. Jastrem's expertise in the financial services industry goes back 20 years

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Press Release January 19, 2023

Laura Jekabsons McNeil Recognized for Dedication to the Field of Business Management

Dr. McNeil serves as a Director at Citigroup.

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Press Release January 18, 2023

Arcus Partners Names Saurabh Bhole Partner and CTO

Leadership role strengthens company's focus on helping wealth managers, RIA, and broker-dealers firms maximize their IT, cloud and Salesforce infrastructures, and driving continuous innovation of the Finity360 digital office platform

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Press Release January 12, 2023

Spectacular Smith, Founder of Adwizar and Spectacular Academy, Celebrates Double Feature on Inc. Magazine's List of the Pacific Region's Fastest-Growing Private Companies

Companies on the 2022 Inc. 5000 Regionals Pacific list had an average growth rate of 195% percent

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Press Release January 11, 2023

Elaine Manley has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

Ms. Elaine Manley is a distinguished wealth manager and the founder of Financial Journey Partners

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Press Release January 9, 2023

Mark A. Cirelli, MBA, CPA, PFS, CFP®, Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who

Mr. Cirelli has been endorsed by Marquis Who's Who as a leader in the wealth management industry

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Press Release January 3, 2023

John H. King has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

Mr. John H. King is recognized for his expertise as a financial advisor with Dakota Wealth Management

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Press Release December 8, 2022

D-Central Strategy Venture Launches Offering For Decentralized Sales Operations, Led By Julia Raimbault Gormand, Non-Executive Director

The Next-gen approach to sales brings together decentralized talent to drive sales + growth, harnessing the entrepreneurial spirit and performance-based incentives that clients crave, while keeping expansion costs correlated to the top line

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Press Release December 7, 2022

Wealthspire Advisors Partners with The Ultra-High-Net-Worth Institute

Wealthspire Advisors will join The UHNW Institute in promoting valuable education and sustainable positive change in the industry

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Press Release December 5, 2022

Marilyn A. Rios, AIF, Honored by Marquis Who's Who for Excellence in Financial Management

Ms. Rios is a dedicated client specialist and wealth advisor

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Press Release December 1, 2022

Stefano Cartoni has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

Mr. Cartoni was named as the new chief executive officer at Cork Alliance Inc. in 2020