WealthStack Roundup: Bento Engine, Holistiplan, Addepar
Bento addresses wealth transfer and financial literacy while LPL adds tax planning provider and Addepar adds UBS as client.
Source: wealthmanagement.com
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New Fed Mortgage Partners with MTA Benefits to Bring Savings to Massachusetts Educators
Danvers, Massachusetts (PRWEB) May 31, 2022 -- Massachusetts-based New Fed Mortgage Corp., a multistate residential mortgage lender, is pleased to announce
United States North Carolina Brian Damico Fannie Mae Freddie Mac Usda Us Department Of Agriculture Massachusetts Teachers Association
Source: prweb.com
BIZEQUITY JOINS LPL FINANCIAL'S VENDOR AFFINITY PROGRAM EMPOWERING 19,000+ FINANCIAL ADVISORS TO BETTER SERVE AND SUPPORT BUSINESS OWNERS
/PRNewswire/ -- BizEquity, the largest patented provider of online business valuations, announced today that its cloud-based valuation platform is now...
Source: prnewswire.com
Deal to Provide Fiber Optic Cables to NKY Residents, Businesses
Written by Haley Parnell, LINK nky reporter
Source: rcnky.com
Age Safe® America Brings Home Safety Certification to National Association for Home Care & Hospice Members
Sarasota, Florida (PRWEB) February 01, 2022 -- One of the most significant threats to our seniors successfully aging in place is falls. Accidental falls among
United States Steven Bailey Williama Dombi National Association For Home Care Hospice Age Safe America Affinity Program
Source: prweb.com
Ten Troubling Social Trends at U.S. Colleges
When the terms "troubling social trends" and "U.S. colleges" are used in tandem, the first things that come to mind are young-adult vices like binge
Source: listverse.com
LPL Financial taps SmartAsset for investor prospecting
LPL Financial taps SmartAsset for investor prospecting SmartAsset, with a reach of more than 100 million consumers, matches qualified investors who are searching for financial advice. June 3, 2021 2 MINS More than 18,000 independent financial advisers with LPL Financial now have access to SmartAsset’s SmartAdvisor platform that connects validated consumer prospects with advisers across the U.S. SmartAsset announced Thursday that it is a part of LPL’s Vendor Affinity Pr...
Rob Pettman Michael Carvin Smartasset Smartadvisor Vendor Affinity Program Adviser Technology Study Affinity Program
Source: investmentnews.com