Tag : Affiliated Advisors

Financial Planning Partners Joins Encore Financial, Expanding Affiliated Advisors Network
Finance News

Financial Planning Partners Joins Encore Financial, Expanding Affiliated Advisors Network

PR Newswire
by PR Newswire0
Veteran Advisor Joan Gilles Merges Her Practice with Encore to Secure Long-Term Continuity for Clients Encore Financial, an independent financial advisory firm and member of the Affiliated Advisors network, announced that Financial Planning Partners, led by veteran financial advisor Joan Gilles, has joined the firm. The merger brings approximately $90......
Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors
Artificial Intelligence Finance Fintech News

Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors

Business Wire
by Business Wire0
Partnership includes launch of Zocks’ enterprise platform tailored to Commonwealth’s elevated advisor experience and compliance requirements Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, and Commonwealth Financial Network (“Commonwealth”), a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, announces......
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