Tag: Technology Partner

The following Press Release was sourced from Newswire.com. Click here to view original. Breaking Barriers in Financial Advising: Holistiplan’s Commitment to Diversity and Education for the Next Generation of Financial Advisors COLLEGE STATION, Texas, May 30, 2024 (Newswire.com) – In a groundbreaking move, Holistiplan, a leader in tax planning software, today announced the creation of an…