MARKHAM, Ontario, May 31, 2022 (Globe NEWSWIRE) — Worldsource Wealth Administration Inc. (Worldsource), a subsidiary of Guardian Funds Team Constrained (Guardian), declared these days that it has released Conquest Planning’s (Conquest) business-major money scheduling remedy. In December 2021, Guardian entered a partnership with Conquest to supply the AI-powered technological know-how […]
Plannings
Kamila Elliott is the first Black chair of the Certified Financial Planner Board of Standards, a nonprofit that establishes and enforces the requirements for the CFP certification. Elliott is president of GRID 202 Partners, a wealth-management firm. You’ve said one of your key goals as chair of the CFP Board […]