Philtech Provider Foundation Source Acquires Vennfi

Published on October 18, 2024

Post-acquisition plans include the rollout of a turnkey white-label platform for RIAs and IBDs.

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US Department of Labor awards $800K to provide employment, training services for workers displaced by multiple layoffs, closures

October 18, 2024
WASHINGTON – The U.S. Department of Labor today awarded $800,000 to the Kansas Local Area I Workforce Investment Board, also known as Kansas WorkforceONE, to support employment and training services for people affected by multiple layoffs and closures between January 2024 and June 2024. The department’s Employment and Training Administration oversees the award, which is the first increment of a Na

What If Your Wealthy Clients Get Robbed?

October 18, 2024
Part of holistic wealth planning should involve regular reviews of property risk.      Related StoriesHow Well Do You Understand Your UNHW Clients' Spending Rate?Foundation Source Buys Fintech Firm Powering Charityvest3 Starting Points for Transforming Your Practice With AI and Automation