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Press Release
Nov 16, 2020
New Survey Explores How Financial Advisors Have Responded to the Covid Crisis and Coronavirus Crash
Results will be revealed during November 20th webinar "Conversations That Matter: Addressing Client Concerns, Hopes and Dreams During Uncertain Times"
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Press Release
Nov 10, 2020
Jeffrey Levine Joins Holistiplan
Financial Industry Guru Will Serve as Resident Tax Expert
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Press Release
Sep 17, 2019
The Berry Group Launches in Worcester to Deliver Personalized, Fee-Only Financial Planning as Registered Investment Advisors
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Press Release
Sep 17, 2019
Alliance of Comprehensive Planners Announces New Podcast Series
In 'Practical Wisdom from ACP Financial Advisors,' Certified ACP Members share how they became successful, commission-free, retainer-based, tax-focused financial advisors
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Press Release
Apr 24, 2019
Alliance of Comprehensive Planners Announces Featured Speakers, Plans for 2019 Annual Conference in San Diego
Mitch Anthony, Cheryl Holland CFP® and Dr. Valerie Young are speaking on Delivering Value, Great to Exceptional Client Service, Imposter Syndrome at annual gathering.
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Press Release
Feb 19, 2019
TradePMR Earns Top Marks for Custody Platform Satisfaction in 2019 Software Survey
Fusion technology received numerous updates in 2018, advisor requests continue to drive roadmap.
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Press Release
Jun 21, 2018
TradePMR Named Finalist in Financial Services Awards Competition
The custodial services provider earns nod for the rollout of Earnwise platform
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Press Release
Feb 16, 2018
FinMason Ranks #1 in Customer Satisfaction According to the 2018 Advisor Software Survey
Appearing for the first time in the annual survey, FinMason among top investment analytics providers in the industry
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Press Release
Sep 6, 2017
T3's Joel Bruckenstein Receives 2017 Leadership Award at Bob Veres' Insider's Forum in Nashville
Bruckenstein Lauded for Creating FinTech Marketplace, Helping Advisors Adopt Tech Solutions, Rallying Thought Leaders on Key Industry Issues
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