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Puzzle Wealth Solutions Celebrates One Year Anniversary with Expected Growth to $2 Billion in Assets Under Management by Year End

/PRNewswire/ -- Puzzle Wealth Solutions (Puzzle), an independently owned and operated wealth management company headquartered in Schaumburg, celebrates their...

Colorado , United-states , Florida , Texas , Americans , John-klaas , David-millington , Kristopher-bonocore , John-klaas-jr , Karoline-oconnor , Michael-smith , Michaelk-smith

Cardinal Retirement Planning, Inc. Announces New Hire, Promotions as Company Growth Continues

/PRNewswire/ -- Cardinal Retirement Planning, Inc., (Cardinal) a registered investment advisory firm domiciled in North Carolina serving discerning clients...

North-carolina , United-states , Chapel-hill , Cardinal-retirement-planning-inc , Impact-communications-inc , Cardinal-retirement-planning , Retirement-planning , Nc- ,

Marianne Rodriguez of Round Table Wealth Management Makes "40 Under 40" List

/PRNewswire/ -- Marianne Rodriguez, CFP®, Director and Wealth Advisor at Round Table Wealth Management (RTWM), an SEC Registered Investment Advisory firm, has...

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Advyzon Named Finalist in Three Categories in 2022 Wealth Management Industry Awards

/PRNewswire/ -- Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, has for the...

New-york , United-states , David-armstrong , John-mackowiak , Hailin-li , William-oconor , Information-software , Kitces-technology , Business-development , Impact-communications-inc , Portfolio-management , Wealthies-awards

Buckingham Advisors to Host Webinar: Should Your Small Business Have a Sponsored Retirement Plan?

/PRNewswire/ -- Buckingham Advisors, an Ohio-based independent financial advisory firm that provides investment management, financial planning, tax, and...

Israel , Jaya-buckingham , Melissal-mueller , Corrine-smith , Wright-state-university , Impact-communications-inc , Wright-state , Buckingham-advisors ,

NEXA Insights Releases Case Study with Mariner Wealth Advisors

/PRNewswire/ -- NEXA Insights, a client feedback and surveying software for financial advisory firms, recently released a case study explaining how their...

Lenexa , Kansas , United-states , Christa-spencer , Chris-manker , Impact-communications-inc , Senior-vice-president , Mariner-wealth , Mariner-wealth-advisor , Net-promoter-score , Mariner-wealth-advisors