Business Wire

Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map, the leading financial advice engagement experience for financial professionals, today announced a partnership with Cetera to bring its visualized financial ...
Forbes

Why Asset Mapping May Be The Missing Link In Helping The Financially Vulnerable

Map to Buried Treasure with a lot of extra elements... sets a nice visual story. Great for Pirate or Adventure Themes... For decades, financial literacy programs have promised transformation.
The Middletown Press

Middletown Works reveals interactive asset mapping project

MIDDLETOWN — Middletown Works, a Working Cities Challenge Initiative of the Federal Reserve Bank of Boston, is well into its third year, and has recently taken the lead on developing an interactive ...
WealthManagement.com

WealthStack Roundup: Asset-Map Partners With Cetera; Elements Receives $5M in Funding; Lumiant Partners With DMW Strategic Consulting

This week, Asset-Map partnered with Cetera, Elements received $5 million in funding from Flyover Capital, and Lumiant partnered with DMW Strategic Consulting. “The takeaway in all these cases is that ...
Business Wire

Asset-Map® Announces New Integration with Schwab Advisor Center®

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced a new integration with Schwab ...