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Succession Link Announces Strategic Partnership with Commonwealth Financial Network® to Enhance M&A and Succession Planning Opportunities for Its Advisors

/PRNewswire/ Succession Link, the premier M&A networking and communication platform for financial professionals, announced it has signed an agreement with. ....

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Preston Cherry and Tom Rieman break down the ideal advice experience

Preston Cherry and Tom Rieman break down the ideal advice experience
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

United States , Brian Portnoy , Andrewj Evans , Tom Rieman , Peter Parker , Bruce Wayne , Kathy Cottrell , Justinl Mack , Donald Rumsfeld , Nicholas Gudz , Larry Shumbres , Justin Mack , Dade County Economic Development Council , Charles Schwab Center , Financial Planning Podcast , Preston Cherry , Practice Intel , Financial Planning , Future Proof , Concurrent Financial Planning , Personal Financial Planning , Wisconsin Green , Gorilla Glue , Scrooge Mcduck ,

Wealthtech startup with veteran leadership wants to give clients the 'ideal advice experience'

Wealthtech startup with veteran leadership wants to give clients the 'ideal advice experience'
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

United States , Tom Rieman , Nicholas Gudz , Andrewj Evans , Larry Shumbres , Kathy Cottrell , Texas Tech University , Practice Intel , Preston Cherry , Concurrent Financial Planning , Equality Index ,

Wimple (Wealth made Simple™) Closes Seed Round from Strategic Investors, Hires Development Team for Enhanced Platform

Wimple (Wealth made Simple™) Closes Seed Round from Strategic Investors, Hires Development Team for Enhanced Platform
Focused on Revolutionizing How People Find Answers to Financial Questions and Enabling Them to Take Action, The New Features Will Include a Digital Forum That Integrates with Employers and Plan Sponsors
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SAN DIEGO, Jan. 20, 2021 /PRNewswire/ Wimple, Wealth made Simple ( Wimple, Wealth made Simple ), a platform for retail investors and consumers to ask financial questions and connect with top financial professionals in their area, has announced today that it has raised a seed round from strategic investors to enhance its platform and help transform how people find solutions to financial questions. ....

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