VICTORIA, Seychelles, Aug. 18, 2025 /CNW/ -- Technology-driven trading platform, SquaredFinancial, has launched its referral program, to accelerate client growth, drive trading volume, and offer real ...

Principal Financial Group® (Nasdaq: PFG) announced today the expansion of its Principal® Custody Solutions Bank Referral Program to help address a common obstacle regional and community banks face ...

Bank of America is in the process of rolling out a client referral program for its global wealth management division, which includes Merrill Lynch and the bank’s former Banking & Investments division ...

The Charles Schwab Corp. is currently considering raising fees financial advisors and registered investment advisors firms pay in order to participate in its client referral program, Schwab Advisor ...

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners announced today that they will be implementing an End Client Referral Program called Dynasty Connect in the near future. Through the ...

Wachovia Corp. has gotten about halfway to its goal for extra referral revenue in its investment services business since its client partnership program was begun four years ago, executives say. The ...

Fidelity Investments may lift the free ride it has been giving to registered investment advisers who participate in its client referral program. The Boston-based financial services giant is ...

Word-of-mouth is one of the cheapest yet most effective methods of marketing, and it works for salons. Your current clients are your best referral source when they tell friends and family how pleased ...