Category Personal and Family Finances

Rapunzl Hosts College Investment Competition Sponsored By Fidelity Investments®
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Rapunzl Hosts College Investment Competition Sponsored By Fidelity Investments®

Simulated Stock Competition was Hosted at 11 New England Colleges for $10,000 in Prizes

Zoe Financial Wins FinTech Startup Competition at the Annual Morningstar Conference
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Zoe Financial Wins FinTech Startup Competition at the Annual Morningstar Conference

Zoe's strong traction in the mass affluent wealth management market wins the judges over

TradePMR Named a Winner of 2019 Excellence in Customer Service
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TradePMR Named a Winner of 2019 Excellence in Customer Service

The technology and custody services provider recognized for 'white glove' approach to service and responsiveness to financial advisor requests

Hilltop Wealth Solutions Hosting Open House to Celebrate New Office Space and Independent Status
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Hilltop Wealth Solutions Hosting Open House to Celebrate New Office Space and Independent Status

North Central Indiana Firm on a Mission to Spread the Word about Fiduciary Financial Planning and Advice, Puts Clients' Interests First

Oranj Named to Inaugural WealthTech 100 List
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Oranj Named to Inaugural WealthTech 100 List

The Chicago-based technology firm earns a spot on the global list of innovative companies serving wealth and asset management industries

Hypur Brings Nationwide Payments Solution to Cannabis Consumers and Merchants
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Hypur Brings Nationwide Payments Solution to Cannabis Consumers and Merchants

Hypur, Inc. announced that its reliable and secure electronic payment solution is now available for state legal marijuana-related businesses (MRBs) throughout the United States. Through its compliance technology, point-of-sale integrations, and payment solutions capabilities, Hypur provides complete transparency to the cannabis payments process.

TradePMR Launches Augmented Reality Technology for Advisor Recruitment
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TradePMR Launches Augmented Reality Technology for Advisor Recruitment

The technology and custodial services provider announces dates, speakers for annual advisor conference Synergy

Important Information to Know About Taxes in 2019 From Expert Winnie Sun From TipsonTV Blog
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Important Information to Know About Taxes in 2019 From Expert Winnie Sun From TipsonTV Blog

TV Financial Expert Winnie Sun of the Popular RENEGADE MILLIONAIRE Podcast Shares Timely and Important Information for Tax Season

Rosenthal Wealth Management Top Ten Do's and Don'ts for That Tax Return Check
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Rosenthal Wealth Management Top Ten Do's and Don'ts for That Tax Return Check

IRS Says Average Return Checks are 1.3 percent Higher

Oranj Continues Customization Crusade, Expands Free Model Marketplace
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Oranj Continues Customization Crusade, Expands Free Model Marketplace

Anchor Capital, Natixis and Putnam join the growing list of asset managers on the custodian-agnostic platform

Veteran Retirement Experts at Stearns Financial Group Offer Insights on Mars and Venus of Retirement
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Veteran Retirement Experts at Stearns Financial Group Offer Insights on Mars and Venus of Retirement

New insights provide a roadmap for navigating relationship issues and aging realities

NCA Financial Planners Named a Forbes Best-in-State Wealth Advisor for the 2nd Consecutive Year
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NCA Financial Planners Named a Forbes Best-in-State Wealth Advisor for the 2nd Consecutive Year

'We have been acting as fiduciaries for over 30 years in helping our clients send their children to college, retire when they want, and everything in between.'

Snappy Kraken Integrates With Redtail
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Snappy Kraken Integrates With Redtail

Ready Access to Leading CRM System Facilitates Advisors' Automated Marketing Success