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Two Advance Capital Management Advisors Named “Best-in-State” for Michigan
Michael Hohf and Jeffrey Lido earn spots on Forbes magazine’s coveted top advisor list. - March 08, 2019 - Advance Capital Management
Gary Williams of Williams Asset Management Honored in Forbes’ Best-in-State Wealth Advisors List
President and Founder, Gary Williams, CFP®, CRPC®, AIF®, named to Forbes’ Best-in-State Wealth Advisors list for 2019. - February 22, 2019 - Williams Asset Management
Business Leaders John Thiel and Peter Lichtenthal to Speak at Social Capital 2019
Former Head of Merrill Lynch and Former Estée Lauder Global Brand President to join distinguished roster of speakers at invitation-only gathering of leading causes and partners in social impact in Alexandria, VA. - February 21, 2019 - My Next Season
MarketCurrents Spring Summit Draws Some of the Biggest Family Offices in March
MarketCurrents Wealth Management, the leading private wealth and family office publication, will host a number of prominent family offices on the 28th of March in New York City. The Spring Summit, which is part of MarketCurrents portfolio of events, will bring together some of the most... - February 13, 2019 - MarketCurrents
Malfitano Partners, the Global Business Asset Acquisition and Disposition Advisory Firm, Taps Retail Veteran Gary S. Carlton, to Expand Operational Bench
Malfitano Partners, a preeminent provider of advisory services in the asset acquisition and disposition industry, announced that Gary S. Carlton has joined the firm as a lead field supervisor. Gary S. Carlton joins the group after working in the retail field for over 30 years both in the United... - January 28, 2019 - Malfitano Partners
The Palm Beach Hedge Fund Association Welcomes the Van Hoek/Tremblay Team of UBS Private Wealth Management as Its New Member and Sponsor
The Palm Beach Hedge Fund Association (PBHFA) welcomes Cornelis Johannes "CJ" Van Hoek and Nathalie Tremblay from the Van Hoek/Tremblay team of UBS Private Wealth Management in West Palm Beach. - January 26, 2019 - Palm Beach Hedge Fund Association
Two Local Financial Firms Join Forces
ARGI and Stiles, Carter & Associates, CPAs, P.S.C., are pleased to announce a merger agreement, offering expanded financial services for the Central Kentucky region. ARGI, a Louisville-based personal and business financial advisory firm, opened its doors in Elizabethtown in 2016 when hometown... - January 26, 2019 - ARGI Financial Group
Aventura Corporate Campus Expands Its Footprint in the Technology Office Sector with an Investment of Over $5 Million
Aventura Corporate Campus, a Renaissance Property, in Aventura, Florida, with over 252,244-square-foot of Class A office space, at 20801, 20803, and 20807 Biscayne Boulevard, is further expanding its footprint in the technology office sector with an investment of over $5 million. The vision of... - January 23, 2019 - Renaissance Properties
Globtec Investment Group Debuts US$300 Million Investment Program to Capitalize Globalization-Ready Businesses in Turkey
Globtec Investment Group and a consortium of partner investors have embarked on a broad mandate to invest in suitable Turkish companies, with a focus on the Mechanical Engineering, Mining, and Tourism sectors. The program is designed to assist in the capitalization and development of Turkish companies by expanding their access to international markets and creating global business connections. - January 18, 2019 - Globtec Investment LLC
Oakmont Advisory Group, LLC to Welcome Local Radio Personality as Host of Popular Financial Radio Program
Locally, family-owned financial advisory firm Oakmont Advisory Group, LLC welcomes Scott Stiegler as host of their popular financial radio program. The Retirement Solutions Showaits every Saturday at 1:00 pm on 770 KKOB. - January 16, 2019 - Oakmont Advisory Group, LLC
Michael W. Drummond, AAMS®, Financial Advisor, Earns CEP®
The National Institute of Certified Estate Planners (NICEP) is pleased to announce the graduation of Mr. Michael W. Drummond from the Certified Estate Planner™ course. Mr. Drummond has successfully completed the advanced course work and qualifying examination to earn the professional... - January 14, 2019 - Drummond Wealth Management of Raymond James & Associates
Arrowroot Advisors Advises Reach Analytics on Its Sale to datadecisions Group
Arrowroot Advisors is pleased to announce that it served as the exclusive financial advisor to Reach Analytics, LLC (“Reach” or the “Company”) in its recently completed sale to datadecisions Group (“DDG”). Located in Redwood City, California, Reach is a... - January 10, 2019 - Arrowroot Real Estate
MarketCurrents Wealth Management Hosts Year End Summit for Family Offices
At a gathering at The Omni Hotel in New York City, MarketCurrents Wealth Management, a subsidiary of MarketCurrents LLC, a leading event and publishing company for the private wealth industry hosted an invite-only event for family offices on the 6th of December. The theme of the event centered on a... - December 28, 2018 - MarketCurrents
Globtec Investment Group Announces $170 Million Investment in Public Infrastructure and Real Estate Projects in the Visegrád States
Globtec Investment Group, a leading global investor in innovative infrastructure projects, today announced it is making a major and highly-anticipated entry to the European Union market. The company is investing $170 million in capital in public infrastructure and real estate projects in the V4, in partnership with an international investor consortium. Globtec is currently in talks with local authorities to finalize project details, including potential locations. - December 26, 2018 - Globtec Investment LLC
John Netto, Author of The Global Macro Edge, to Launch Central Bank Index Product
The ability to quickly assess the result of pivotal central bank decisions has been made easier through the creation of indexes by combining John Netto's expertise with the robustness of MPACT! Software. - December 18, 2018 - The Protean Trader
Christopher Weil & Company, Inc. Adds Teresa Beckwith to Its Team
Investor-Manager-Advisor firm continues strategic growth by hiring additional relationship manager. - December 13, 2018 - Christopher Weil & Company
EQDerivatives Launches Machine Learning/Alt Data Platform, machineByte
machineByte is a platform dedicated to machine learning in investment management across data, learning types, markets and asset classes. - December 08, 2018 - machineByte
Vanjia Corporation Announces Initial Coin Offering (ICO) for Vancoin
OTC Market: Ticker Symbol: VNJA. Vanjia Corporation is pleased to announce the Initial Coin Offering (ICO) launched worldwide on December 5, 2018. The initial reaction from the crypto-currency community has exceeded expectations, with positive responses from individual and institutional investors... - December 05, 2018 - Vanjia Corporation
Bridgestone Partners Launches New Dynamic Trading Account
Bridgestone Partners today announce the global roll-out of it’s new "Dynamic Trading Account," developed with investors in mind, The Dynamic Trading Account is transparent, secure, and easy-to-use. Available to all clients over the age of 25, investors can deposit profits generated... - December 03, 2018 - Bridgestone Partners
Silicon Prairie Investment Crowdfunding Portal First to Offer Self-Directed IRA Funding Option
Silicon Prairie Online (https://sppx.io), the first investment crowdfunding portal company to link blockchain based distributed ledgers under an Initial Crowd Offering model is pleased to announce the ability to invest with a Self-Directed Individual Retirement Account (SD-IRA) through an... - December 02, 2018 - Silicon Prairie Portal & Exchange
Hurricane Harvey Victim Writes the Book on Achieving Health and Wealth and Coming Back from Financial Hardship
In "The C.A.S.H. Formula" - a just-released how-to wealth-building book with a twist, author WenFang Bruchett shares her proven strategies for success that combine hard-hitting financial tactics with a dose of mindfulness and wellness. As founder of a company that helps starts-ups become... - November 29, 2018 - BlissFinance
IPAK Hosts Its 11th Annual State of the Association Luncheon
Results of the California Landlords Summit on Homelessness will be announced. - November 28, 2018 - Income Property Association of Kern
Dhanayoga Launches Global Multi-Asset Portfolio Advisory Services
The Global Multi-Asset Portfolio Advisory services enable Individual and Institutional investors from any part of the world to benefit from both standardized and tailored Global Multi-asset portfolios that align with one's goals, return, risk, tenure and liquidity needs. - November 10, 2018 - Dhanayoga
John Thiel Joins My Next Season as Senior Advisor
John Thiel, widely admired financial services leader who steered iconic investment firm Merrill Lynch through a period of unprecedented change, including the acquisition by Bank of America, has joined My Next Season as Senior Advisor. Thiel will advance the company’s mission of supporting executives and early career professionals as they navigate career transitions, partnering with individuals and companies to ensure those transitions happen well. - November 10, 2018 - My Next Season
Advance Capital Management’s Grand Rapids Office Continues to Grow
Sean Egan, J.D., is the second new adviser to join the firm in the past two years. - November 09, 2018 - Advance Capital Management
The Palm Beach Hedge Fund Association Partners with Brightline
The Palm Beach Hedge Fund Association (PBHFA) is thrilled to announce a strategic partnership with Brightline. Brightline is the nation’s only privately owned, operated and maintained passenger rail service that is connecting Miami, Ft. Lauderdale, and Miami. - November 06, 2018 - Palm Beach Hedge Fund Association
Former Rothschilds Director and Current PlatinumDEX Chairman Supports "Roubini-Lite" Crypto Regulation
Veteran City of London Investment Banker, Rosamund Blomfield Smith, and Chairman of PlatinumDEX supports the idea of “proportionate” regulation in crypto in response to the US economist Nouriel "Dr. Doom" Roubini's recent demand to US Congress that crypto be banned. Proportionate legislation is needed, as the industry is failing to self-regulate adequately. - October 29, 2018 - Platinumdex Limited
PlatinumDEX's Focus on Building Confidence and Security Will Counter Recent Condemnation Directed at Crypto Ecosystem
PlatinumDEX's delivery of a global network of secure crypto exchange with strong corporate governance and proper KYC, AML and ATF protocols will answer much of the criticism aimed at the digital assets financial market. The North Korean Hackers $500 USD million thefts and Nouriel "Doctor Doom" Roubini verbal attacks are a wake-up call to the industry. - October 26, 2018 - Platinumdex Limited
MarketCurrents Wealth Management Hosts Annual Investment Trends Summit
MarketCurrents held a closed-door summit bringing together a number of family offices on the 17th of October at the Omni Berkshire in Manhattan. The event covered investment trends notably in hedge funds, private equity and real estate. RSM co-hosted the event. Ben Berger, who is a partner at RSM... - October 24, 2018 - MarketCurrents
Asian Wealth Surges as MarketCurrents Publishes Its 3rd Annual Emerging Markets Reports with Findings on Key Regions
In its third annual emerging markets report, MarketCurrents looks at three of the largest private wealth markets - India, China and the Middle East. The publication spoke to principals of single and multi-family offices in each. The phenomenal growth of private wealth in emerging markets in the... - October 22, 2018 - MarketCurrents
Business Intelligence Technologies, Inc. to Deliver Power BI and Other Microsoft Services as "Outsourced Business Intelligence"
“BI Tech,” an experienced team of BI and CPM professionals from PARIS Technologies, will now leverage MS BI tools - “it’s all about collaboration” - in its delivery of customer-centric solutions. The focus will be on deriving more value from products in place, from SQL Server to Power BI to Excel, along with other synergistic technologies. - October 19, 2018 - Business Intelligence Technologies, Inc.
Landlords Pledge Housing Units to Combat Homelessness in Kern County
Landlords Summit on Homelessness shows model for cross-sector collaboration. - October 19, 2018 - Income Property Association of Kern
Former Rothschilds Banker Joins PlatinumDEX ICO to Build Secure Crypto Currency Exchanges
ICO to fund global G20 network of secure exchanges. - October 16, 2018 - Platinumdex Limited
Advisors Capital Management Adds Former Salient Global Equity Team
Nationally recognized investment advisory firm, Advisors Capital Management (ACM), is pleased to announce the addition of the former global equity investment team from Salient Partners, along with the assets managed by the team. This addition brings to ACM’s investment committee three... - October 13, 2018 - Advisors Capital Management
California Landlords Summit on Homelessness Announces Full Speaker Lineup
Over 25 community leaders are coming together to address homelessness. - October 10, 2018 - Income Property Association of Kern
Holding Cohen Corporate Appoints Richard Wright as New CEO
Holding Corporate Cohen has a new CEO, effective immediately. Richard Wright, who was working as a consultant for Holding Cohen since 2017, will now officially take over the reigns. - October 08, 2018 - Holding Cohen Corporate
SprinkleCoin is Now Available at Several Cryptocurrency Exchanges Including LA-Token
SprinkleCoin, SCOI is pleased to announce to its users that it is now available in major traders and exchanges such as LA Token. LA-Token is a very prominent and well-known crypto-exchange with daily trades occurring which have a collective sum of $35 million. LA-Token will be providing conversions... - October 06, 2018 - SprinkleCoin
Former Toys “R” Us Senior Implementation Manager to Join Malfitano Partners as Advisory Platform Continues to Expand
Malfitano Partners, the global business asset acquisition and disposition advisory firm, taps seasoned retail veteran to expand its operational bench of professionals. - October 05, 2018 - Malfitano Partners
Roosevelt Investments Acquires Value Architects Asset Management and Blueprint Financial Planning
The Roosevelt Investment Group, Inc. (Roosevelt Investments), a New York City based investment advisory firm, announced today its acquisition of Value Architects Asset Management, LLC (VAAM), and its affiliate, Blueprint Financial Planning, LLC, both of Hoboken, New Jersey. VAAM and Blueprint have been providing financial planning and investment management services to both individuals and institutions since 2001. - October 02, 2018 - Roosevelt Investments
Howard Ginsberg, CPA Honored at Cetera Financial Group’s Connect18 National Advisor Conference
Long Island Financial Advisor Howard Ginsberg, CPA of Ginsberg Wealth Management, in Roslyn New York recently attended Cetera Financial Group’s Connect18 national conference where he was awarded the Leaders Council Award for his fourteenth consecutive year. - September 29, 2018 - Ginsberg Wealth Management
MarketCurrents Wealth Management Announces 2nd Annual October Investment Report Summit for Family Offices
MarketCurrents Wealth Management will host the 2nd Annual October Investment Summit to be held in New York City on October 17th, 2018. The annual summit is an invite only event for single and multi-family offices looking to gain insights on investment opportunities in private equity, real estate... - September 25, 2018 - MarketCurrents
Zarvic Brothers Sends Letter to Manning & Napier, Inc. Board of Directors
Zarvic Brothers, a holder of the outstanding common shares of Manning & Napier, Inc (MN) ("Zarvic" or the "Company"), today announced that it has sent a letter to the Company's Board of Directors that outlines what it believes is the value-maximizing path forward for Manning & Napier, Inc. - September 19, 2018 - ZarVic Brothers LLC
Pre-Revenue Biotech Firms Can Apply to List in Hong Kong JC Legal Publishes Guide to Listing Requirements
Biotech companies now enjoy a new mode of fundraising in Asia. Biotech companies failing to meet the prescribed financial criteria for listing in Hong Kong can also apply to list on the main board of the Hong Kong Stock Exchange (HKEx), ranked among the world’s top three stock exchanges by... - September 18, 2018 - JC Legal
NPPG Appoints Matthew Donnachie to Retirement Plan Administrator
Northeast Professional Planning Group, Inc., (NPPG) a leading independent ERISA fiduciary, full-service employee benefits, retirement planning, and actuarial consulting firm announces the appointment of Matthew Donnachie to Retirement Plan Administrator. Mr. Donnachie is an experienced retirement... - September 14, 2018 - NPPG, Inc.
NPPG Appoints Natale Coraci to Senior Pension Administrator
Northeast Professional Planning Group, Inc., (NPPG) a leading independent ERISA fiduciary, full-service employee benefits, retirement planning, and actuarial consulting firm announces the appointment of Natale Coraci to Senior Pension Administrator. Mr. Coraci is a pension expert with over 25... - September 14, 2018 - NPPG, Inc.
Guy Baker Ph.D., “Three Questions to Ask Before You Retire” on Forbes.com
Three Questions to Ask Before You Retire. - September 13, 2018 - Guy Baker, Ph.D.
Millennium Strategic Investments Launches Premiere Real Estate Private Equity Fund in Washington D.C.
Millennium Strategic Investments specializes in lucrative real estate acquisitions in the Washington, DC metropolitan area. We are committed to identifying, analyzing and implementing strategies that result in consistent, above-average returns. - September 10, 2018 - Millennium Strategic Investments
Malfitano Partners Will Receive Restructuring Award from Turnaround Management Association
Managing Partner, Joseph Malfitano, will be recognized for his contribution at Eastern Outfitters, which won the prestigious TMA’s “Transaction of the Year – Mid-Size Company” award for 2018. - September 08, 2018 - Malfitano Partners
Great Lakes Wealth Implements Award-Winning Risk Alignment Platform to Drive Client Success
Great Lakes Wealth announced it has implemented Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints a client’s Risk Number® and equips advisors to empower fearless investors. Built on a Nobel Prize-winning framework, Riskalyze quantifies the... - September 06, 2018 - Great Lakes Wealth
Elios Financial Group Announces New Partnership with Custodian TD Ameritrade Institutional
Elios Financial Group, Inc. (EFG) announces it has entered into an agreement with TD Ameritrade Institutional to serve as Custodian, effective immediately. The new relationship was the result of a thorough evaluation and a careful search process for a partner who would support Elios... - September 04, 2018 - Elios Financial Group, Inc.