Comfort zone (disambiguation)

WHP Global and American Dream Set to Mark the U.S. Return of Babies"R"Us® with First Flagship Store

Retrieved on:

Tuesday, January 10, 2023

Infant, Partnership, Friends, American Dream, Edward R. Roybal Learning Center, Macy's, WHP, Toys "R" Us, Family, Parent, Life, Toy, Grandparent, Caregiver, Comfort zone (disambiguation)

The new Babies"R"Us flagship at American Dream will be a one-stop-shop for all things baby, offering a full range of products, services and expertise to support the needs of new and expecting parents and families.

Key Points:

The new Babies"R"Us flagship at American Dream will be a one-stop-shop for all things baby, offering a full range of products, services and expertise to support the needs of new and expecting parents and families.
Ahead of the U.S. flagship opening, Babies"R"Us will begin to roll out content and resources for new and expecting parents across its digital channels.
"We achieved that mission for Toys"R"Us by opening our global Flagship at American Dream and through our landmark partnership with Macy's.
For further updates and information on the return of Babies"R"Us in the United States, follow @BabiesRUs across social or visit www.babiesrus.com .

Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors' Needs

Retrieved on:

Wednesday, December 7, 2022

Wealthcare provides leading investment, planning, and back-office solutions for over 170 advisors, and as part of the overall service offering, Wealthcare partners with best-in-class platforms that offer value and efficiency to advisors' practices.

Key Points:

Wealthcare provides leading investment, planning, and back-office solutions for over 170 advisors, and as part of the overall service offering, Wealthcare partners with best-in-class platforms that offer value and efficiency to advisors' practices.
Wealthcare advisors can access a fintech marketing platform that utilizes artificial intelligence to drive prospect and client engagement.
"This partnership empowers Wealthcare advisors to better assist with each client's specific financial needs," said Dave Francis, CEO and co-founder of Healthpilot.
RetireOne's joint Wealthcare Portfolio Income Insurance program, powered by a Contingent Deferred Annuity (CDA), offers Wealthcare advisors a lifetime income solution1 for their clients.

Wealthcare launches new key enhancements to its patented Comfort Zone

Retrieved on:

Monday, October 17, 2022

RIA, Growth, RIAS, Multimedia, NewSpring Worship, Knowledge, Goal, American Health Care Act of 2017, Dashboard, Financial adviser, Comfort zone (disambiguation)

RICHMOND, Va., Oct. 17, 2022 /PRNewswire/ -- Wealthcare Capital Management LLC ("Wealthcare"), a technology-enabled full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, today launches its upgraded Comfort Zone® technology, providing financial advisors with a digital dashboard that helps clients visualize and plan for their futures in a dynamic and simplified way.

Key Points:

Since its inception, the Comfort Zone has evolved from an analytic tool to an intuitive, visually appealing planning approach.
Regan adds: "With Wealthcare's GDX360 and Comfort Zone, our goal is not to measure financial success with laser precision.
Powered by its patented Comfort Zone, Wealthcare's approach features innovative, personalized experiences and step-by-step tools that create deeper relationships between advisors and investors.
Wealthcare comprises two RIAs, Wealthcare Advisory Partners LLC and Wealthcare Capital Management LLC.

Wealthcare Continues Expansion in the Direct Advisory Market through the Acquisition of Fellows Financial Group

Retrieved on:

Friday, September 9, 2022

Partnership, Fellows, RIAS, RIA, NewSpring Worship, AUM, Goal, Multimedia, Knowledge, Acquisition, Growth, Financial adviser, Risk management, American Health Care Act of 2017, Comfort zone (disambiguation)

WEST CHESTER, Pa., Sept. 9, 2022 /PRNewswire/ -- Wealthcare Capital Management LLC ("Wealthcare"), a technology-enabled, full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, today announced the acquisition of Fellows Financial Group ("Fellows Financial").

Key Points:

WEST CHESTER, Pa., Sept. 9, 2022 /PRNewswire/ -- Wealthcare Capital Management LLC ("Wealthcare"), a technology-enabled, full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, today announced the acquisition of Fellows Financial Group ("Fellows Financial").
This is the second acquisition that Wealthcare has made this year, further expanding the firm's presence in the direct advisory channel.
Fellows Financial has been a Wealthcare affiliated advisor since 2015, leveraging Wealthcare's technology and services platform to enhance its delivery of financial advisory services to its clients.
Through this acquisition, Wealthcare continues to expand its team of employee advisors and adds to its growing list of clients in the direct advisory space.

Wealthcare Continues Strong Growth Through Acquisition of Eagle Financial Management Services

Retrieved on:

Thursday, June 16, 2022

AUM, Knowledge, RIA, Growth, Eagle, Acquisition, RIAS, NewSpring Worship, Multimedia, LPL, Goal, Financial adviser, Comfort zone (disambiguation), American Health Care Act of 2017

WEST CHESTER, Pa., June 16, 2022 /PRNewswire/ -- Wealthcare Capital Management LLC ("Wealthcare"), a technology-enabled full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, today announced the acquisition of Eagle Financial Management Services ("Eagle Financial").

Key Points:

WEST CHESTER, Pa., June 16, 2022 /PRNewswire/ -- Wealthcare Capital Management LLC ("Wealthcare"), a technology-enabled full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, today announced the acquisition of Eagle Financial Management Services ("Eagle Financial").
"We're thrilled to welcome the Eagle Financial team to the Wealthcare family," says Matt Regan, President of Wealthcare.
"Eagle Financial's client-focused and planning-centric approach to wealth management makes them a natural fit for the Wealthcare organization.
"Congrats to the Eagle Financial and Wealthcare teams on this significant acquisition," says Bill Morrissey, former Managing Director of LPL and Wealthcare board member.

Wealthcare Adds Partnership with Pontera to its Platform

Retrieved on:

Thursday, May 26, 2022

Knowledge, Multimedia, Goal, HSAS, Industry, Retirement, Partnership, RIA, NewSpring Church, Informa, Technology, EDGE, Growth, RIAS, Company, Financial adviser, Financial services, American Health Care Act of 2017, Comfort zone (disambiguation)

WEST CHESTER, Pa., May 26, 2022 /PRNewswire/ -- Wealthcare , a technology enabled RIA that supports independent financial advisors, and a NewSpring Holding platform company, today announced a new partnership for its GDX360wealth management platform.

Key Points:

WEST CHESTER, Pa., May 26, 2022 /PRNewswire/ -- Wealthcare , a technology enabled RIA that supports independent financial advisors, and a NewSpring Holding platform company, today announced a new partnership for its GDX360wealth management platform.
Through this partnership, Wealthcare strengthens its commitment to offering its advisors the industry-leading resources they need to scale their business, create enterprise value, and improve client outcomes.
Pontera (formerly FeeX) provides the critical link to enable advisors to manage and trade 401(k) and other retirement accounts.
Wealthcare is comprised of two RIAs, Wealthcare Advisory Partners LLC and Wealthcare Capital Management LLC.

Comfort Zone Camp Announces Partnership With Brave of Heart Fund® to Help Children & Families Suffering From COVID-19 Loss — With Camps Already Planned for Summer 2022 Throughout the US

Retrieved on:

Tuesday, May 3, 2022

And while the work CZC does is always critical, the statistics around COVID-19 loss are particularly jarring.

Key Points:

And while the work CZC does is always critical, the statistics around COVID-19 loss are particularly jarring.
Currently, more than 200,000 children in the U.S. have lost at least one parent or primary caregiver to COVID-19.
CZCs announcement of these crucial and time-sensitive camps means help is on the way for hundreds of grieving families.
The Brave of Heart Fund was founded in May 2020 by Cigna and New York Life and administered by E4E Relief.

Wealthcare Adds More Than Half a Billion Dollars in AUM from New Advisors in 2021

Retrieved on:

Tuesday, January 25, 2022

Technology, AUM, Knowledge, Growth, VMS, Company, RIA, Goal, Multimedia, RIAS, NewSpring Church, Financial adviser, Comfort zone (disambiguation), American Health Care Act of 2017

WEST CHESTER, Pa., Jan. 25, 2022 /PRNewswire/ --Wealthcare's assets under management ("AUM") for its registered investment advisors ("RIAs") has now reached $4.8 billion in total AUM.

Key Points:

WEST CHESTER, Pa., Jan. 25, 2022 /PRNewswire/ --Wealthcare's assets under management ("AUM") for its registered investment advisors ("RIAs") has now reached $4.8 billion in total AUM.
These new advisors bring their unique skill sets and immense experience, deepening the bench of talented advisors affiliated with the firm.
They include:
"The Wealthcare team has been thrilled to welcome these talented advisors over the last year," said Matt Regan, Wealthcare President.
Wealthcare is comprised of two RIAs, Wealthcare Advisory Partners LLC and Wealthcare Capital Management LLC.