Tag: Steve Lockshin

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Fintech apps are an advisor's ally, not a foe - Global Banking & Finance Review

Added to Collection on: 2022-03-05 05:09:00

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Finance
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Economy
Financial advisors
Financial technology
moneytree
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Personal finance
Steve Lockshin
Moneytree Software Pat
Pat Spencer

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Why Most Financial Advisors Do Not Provide Valuable Tax Planning - Forbes

Added to Collection on: 2022-03-15 04:07:11

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Money
Finance
Economy
Financial planners
Tax avoidance
Financial adviser
Tax
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Investor
Steve Lockshin
Wealth tax
Albert Einstein
LinkedIn
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Docupace Named to WealthTech 100 List of Top FinTech Companies - PR Newswire

Added to Collection on: 2022-04-20 19:42:46

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Finance
Money
Economy
Financial technology
Steve Lockshin
Fintech awards
Docupace Technologies, Inc.

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Docupace Named to WealthTech 100 List of Top FinTech Companies | News | wfmz.com

Added to Collection on: 2022-04-20 19:02:39

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Finance
Money
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Economy
Financial technology
Steve Lockshin
Fintech awards
Docupace

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Goldman Creates Head of Advisors Role

Added to Collection on: 2022-05-11 16:58:18

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Finance
Financial services
Money
Goldman Sachs
Financial advisors
Subprime mortgage crisis
Wealth management
Financial adviser
Steve Lockshin
David Fox
Goldman Sachs Personal Financial Management
United Capital

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These Are the Finalists for the Inaugural RIA Intel Awards | RIAIntel

Added to Collection on: 2022-06-02 19:44:23

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Finance
Service companies
Focus Financial Partners
CI Financial
Edelman Financial Engines
Creative Planning
Financial services
Financial planners
Financial advisors
Steve Lockshin
LPL Financial

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Magazine Archive - September 19, 2022 - Barron's

Added to Collection on: 2022-09-17 06:27:14

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Ric Edelman
Steve Lockshin

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December 2022 Riskalyze Fintech Five - Wealth Management

Added to Collection on: 2022-12-22 21:58:42

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Economy
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Financial advisors
Financial adviser
Steve Lockshin

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Focus Financial Partners, fintech founders invest in alts platform Arch - Citywire

Added to Collection on: 2023-11-09 16:03:11

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Steve Lockshin
Lokshin
Wenk
FinTech
Focus Financial Partners

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U.S. Bank tops Edward Jones, Vanguard and UBS on J.D. Power's client survey - Financial Planning

Added to Collection on: 2024-03-21 12:01:25

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Stock market
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Brokerage firms
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Wealth management
LPL Financial
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Steve Lockshin
J.D. Power

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