Twenty-six years after its founding, the Old Tappan, New Jersey fee-only wealth management firm Greenbaum and Orecchio has changed its name to Modera Wealth Management. Principal Tom Orecchio said the name change was necessitated by the retirement of his original partner, Gary Greenbaum, and the terms of their partnership agreement…
EISI, maker of the NaviPlan financial planning software, has started a new initiative, called the Bear Market Plan, that offers additional training and marketing resources for no extra charge to NaviPlan Standard and Profiles Professional customers…