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StraightLine Hires Rob Rickey to Lead Expanding Focus on Employer-Sponsored Retirement Plans

/PRNewswire/ StraightLine Group (StraightLine), an independent SEC Registered Investment Advisor (RIA) and financial planning firm, today announced that.

United statesDori thomasMike bisaroRob rickeyHead of advisor servicesGoldman sachsStraightline groupRetirement survey insightsFinancial advisor magazineLine groupInvestment advisorChief growthManaging directorAdvisor servicesStraightline presidentIndependent registered investment advisors

Henry Zelikovsky of Softlab360 to speak on AI/ML Transformation in the Wealth Management Industry

/PRNewswire/ Softlab360, an end-to-end software development and engineering company based in the United States (U.S.), today announced the expansion of.

United statesHenry zelikovskyDori thomasCraig iskowitzImpact communications incStarpoint solutionsEzra groupChief executive officerWealth managementCentral europeWealth planning

Legendary Jenks Coach Trimble To Be Inducted in National High School Hall of Fame

Legendary Jenks Coach Trimble To Be Inducted in National High School Hall of Fame
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Incedo to Reveal Results of the Wealth Management Industry Data Readiness Survey at T3 Conference in Tampa

/PRNewswire/ Incedo, Inc., a leading digital transformation consulting and technology solutions firm, will announce the results of the recent T3/Incedo Data.

United statesJoel bruckensteinTampa floridamarchDori thomasNitin sethCountry head for fidelity internationalIncedo incTechnology for todayBusiness strategy for fidelity internationalMckinsey global knowledge centreTechnology officersImpact communications incIncedo data readinessEnterprise trackWater streetChief technology officers

Barbara A Thomas

Barbara A Thomas
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