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Retirement Industry People Moves

Dimensional names Rizova co-CIO; Shelton Capital Management targets retirement market growth; MissionSquare Research recruits retirement research head; and more. 

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LUMINARIES 2023 Finalists: Executive Leadership — Individuals, Group 1

Here's how executives at BDs, consulting and educational groups and financial technology firms are changing the industry.


New-york , United-states , Gotham-hall , David-knoch , Community-impact , Executive-leadership , Investment-innovation , Docupace-technologies ,

Docupace Adds Acclaimed Sales Leaders to High-Performing Unit

Docupace Adds Acclaimed Sales Leaders to High-Performing Unit
tmcnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from tmcnet.com Daily Mail and Mail on Sunday newspapers.

California , United-states , Ryan-george , John-kotsiantos , Michael-kroener , Los-angeles , Evan-smithas , Roger-romero , Michael-vossler , Caitlynn-bowers , David-knoch , Prnewswire-docupace

LUMINARIES 2023 Finalists: Thought Leadership & Education — Individuals

These industry VIPs are leading the way with podcasts, TikTok content and tax strategies to help advisors grow their practices.

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LUMINARIES 2023 Finalists: Thought Leadership & Education — Firms, Group 2

These top industry programs are paving the way for advisors to better serve clients and grow their practices.

New-york , United-states , Gotham-hall , David-knoch , Community-impact , Thought-leadership , Executive-leadership , Investment-innovation , Docupace-technologies ,

WealthStack Roundup: Salesforce Launches Financial Engagement Platform

Also, Wealthtender launches its Certified Consultant Program.

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WealthStack Roundup: Salesforce Launches Financial Engagement Platform

Also, Wealthtender launches its Certified Consultant Program.

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Ryan George Named a Finalist in the WealthManagement.com 2023 Industry Awards for Technology Chief Marketing Officer of the Year

Ryan George Named a Finalist in the WealthManagement.com 2023 Industry Awards for Technology Chief Marketing Officer of the Year
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

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Orion Portfolio Solutions Selects Docupace for Workflow Automation

/PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced that Orion Portfolio...

California , United-states , America , Joseph-kuo , David-knoch , Los-angeles , Donald-cutler , Prnewswire-docupace , Becky-niiya , Ryan-george , Accenture , Orion-advisor-solutions

Docupace CEO David Knoch wants to help advisors talk hopes, dreams and aspirations with clients

The fintech veteran said the role of the advisors has changed in a big way, and he wants to be a part of the evolution.

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