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Zoe, a leading wealth platform, has been named to Fast Company’s prestigious 2022 list of the World’s Most Innovative Companies, ranking among the top 10 companies in the personal financial services industry.
Zoe, a wealth platform leader in connecting clients with highly-vetted, interest-aligned financial advisors,
Zoe, a digital platform that connects clients with unbiased advisors to accelerate their wealth creation,
Zoe, a leading platform that connects clients with interest-aligned financial advisors, announced their continued partnership with Future You Wealth.
When thinking about a financial plan, it’s easy to jump right to investments. While investments are an important part of a financial plan,
Post Views: 263 Zoe, a digital wealth platform that connects clients with highly-vetted interest-aligned financial advisors, announced their partnership with Parkshore Wealth Management. The partnership enables clients to connect with Parkshore’s advisors through Zoe. The California-based registered independent advisory firm (RIA) offers comprehensive financial planning services to help clients achieve their “why.” Each of Parkshore’s…
Post Views: 202 Freelance-Work-Guide.com reveals how the digital freelancing industry can help people switch to self-employment whether part-time or full-time. The pandemic and the digital economy have changed the future of work. Now, the ability to freelance in the digital economy gives everyone the opportunity to have a SWITCH POINT PROJECT of developing skills to…
Post Views: 253 Zoe, a wealth platform recently awarded NerdWallet’s 2022 Best Online Financial Advisor, announced its partnership with an Indiana-based financial advisory firm. Zoe’s partners are highly qualified advisors who are vetted to ensure they offer personalized service and act in the clients’ best interests. Vincere Wealth Management is among the registered independent advisory…
Post Views: 250 Zoe, a digital wealth planning platform that connects clients with interest-aligned financial advisors, was awarded Nerdwallet’s 2022 Best Online Financial Advisor. Nerdwallet’s Best-Of awards started with the purpose of giving clients the tools to take control of their money and their financial decisions. Winners are selected by a group of over 48…
Post Views: 316 Total Wealth Planning, an independent Fee-Only registered investment adviser based in Cincinnati, OH, announces its agreement to acquire Howell Advisors, Inc., based in Carmel, IN. Howell Financial Advisors was founded in 2004 and is led by Bill Howell, CFP®, CPA. The merger brings Howell Financial Advisors’ $100M in assets under management (AUM)…
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