Americans Are 16.9% More Confident in Their Financial Plan With an Advisor, per ComparisonAdviser Study
ComparisonAdviser shares a recent study that investigates the impact of a financial advisor on people's confidence in their financial plan. In its latest study, ComparisonAdviser...
MyPerfectFinancialAdvisor Rebrands as BenFi to Reflect on Its Investor-First Mission
MyPerfectFinancialAdvisor, the premier matchmaker between investors and financial advisors, has launched its new brand identity and website as BenFi. www.gobenfi.com is the nation's only service...
Majority of Clients are Open to Remote Financial Advice in 2024, per ComparisonAdviser Study
Over 50% of Americans in Varying Age Groups Say They are Open to Working With a Remote Financial Advisor in Recent Survey In its recent...
Three Ways Financial Advisors Can Advance Racial and Gender Equity
NORTHAMPTON, MA / ACCESSWIRE / April 24, 2023 / GreenMoney Journal:By Mary Bruce Alford, Hope Credit UnionWhen looking to meaningfully address the gender and racial...
The Do Business. Do Life. Podcast Helps Financial Advisors Build a Better Business and Life
The 'Do Business. Do Life.' podcast is now available on all major podcast platforms.LAWRENCE, KS / ACCESSWIRE / March 30, 2023 / Triad Partners is...
Unlock Your Full Potential: The Do Business. Do Life. Podcast Helps Financial Advisors Build a Better Business and Life
The 'Do Business. Do Life.' podcast is now available on all major podcast platforms. Triad Partners is on a mission to help elite financial advisors...
Income Solver Software Ranked #1 by Advisors for Third Year in a Row for Retirement Income Strategies
Income Solver is ranked #1 for the third year in a row in the category of "Retirement Distribution" Software by advisors in the T3 Technology...
SSanalyzer Wins Top-Ranked Social Security Software
OVERLAND PARK, KS / ACCESSWIRE / March 22, 2023 / The annual T3 Technology survey of financial advisors once again ranked Social Security Solutions Inc.'s...
SSanalyzer Wins Top-Ranked Social Security Software — Eighth Year in T3 Technology Survey
The annual T3 Technology survey of financial advisors once again ranked Social Security Solutions Inc.'s tool SSanalyzer in 2023 as a leading provider for Social...
UPDATE: Zoe Financial Announces Its New Innovative Wealth Platform
Zoe Financial is the platform where affluent clients find, hire, and grow their wealth with trusted financial advisors. Today, the company announced the public launch of...