Customers of both companies will benefit from improved services SAN FRANCISCO, July 27, 2022 /PRNewswire/ — Definition of Financial Planning for Alameda, California acquires Annadel Capital from Saint-Raphael. Clients of both financial advisory firms will benefit from the combined knowledge and expertise of the two independent companies. Defined Financial PlanningRead More →

The InvestCloud digital transformation platform will help the Dutch bank Rabobank to provide its customers, individuals and individuals, with digital financial planning tools. Under the partnership, Rabobank clients will be able to create highly customizable life plans, allowing advisors to guide their clients to achieve their financial goals without havingRead More →

The FPA’s multi-year advocacy goal will protect consumers and advance the profession of financial planners. DENVER, July 21, 2022 /PRNewswire/ — The Financial Planning Association® (AFP®), the leading membership organization and trade association for Certified Financial Planner™ professionals and those engaged in the financial planning process, today announced that theRead More →

New Jersey, United States – The Financial Planning Software Market research guides new entrants to obtain accurate market data and communicates with customers to learn about their needs and preferences. He identifies direct business opportunities and helps bring new products to market. It identifies opportunities in the market. It aimsRead More →

Toronto, Ontario–(Newsfile Corp. – July 8, 2022) – Sensor Technologies Corp. (CSE: SENS) (the “Company” or “Sensor”) wishes to announce that it has retained the services of Mr. Philip Wong as consulting financial advisor to the Company. Mr. Wong, who is a resident of Hong Kong, is currently a DirectorRead More →

The SEC is heeding calls from a government watchdog to step up its oversight of FINRA, but it is doing so behind closed doors. The Wall Street regulator, which is FINRA’s sole oversight agency, “generally agreed” with recommendations from the Government Accountability Office last December to improve its formal reviewRead More →