Topic

Financial Advisory

Topic

Financial Advisory

Pacific Financial Group Signs Multi-Year Salesforce Deal for Advisor Platform

The Pacific Financial Group signed a multi-year Salesforce deal combining Sales Cloud, Data 360, Marketing Cloud, Contentful and Palmata to build one personalized digital platform for advisers.

November 13, 2026

Contour Wealth Management Joins LPL Financial With $390M in Assets
LPL Financial has added Contour Wealth Management, a Boyertown advisory practice with about $390 million in client assets. Joe Bo…
Nov 11, 2026

Pacific Financial Group Signs Multi-Year Salesforce Deal for Advisor Platform

Contour Wealth Management Joins LPL Financial With $390M in Assets