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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
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 veteran... - October 13, 2018 - Advisors Capital Management
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
Three Questions to Ask Before You Retire. - September 13, 2018 - Guy Baker, Ph.D.
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 semantics... - September 06, 2018 - Great Lakes Wealth
Millenia Commercial Real Estate is pleased to announce that Mr. Eric J. Ramirez has been named a 2017 CoStar Power Broker TM by CoStar Group, Inc., the leading provider of commercial real estate information, analytics and online marketplaces. This annual industry award recognizes distinguished professionals in commercial real estate brokerage by highlighting the achievements of the firms and individual brokers who closed the highest transaction volumes in commercial property sales or leases. - August 18, 2018 - Millenia Commercial Real Estate
Built specifically for the fast expanding cryptocurrency markets, Dimensions Network is a fully scalable and full-featured trading platform bringing all the best features together in one place. In addition to regular trading, the platform will feature advanced trading features such as Options and Futures trading as well as an industry first Exchange Aggregator. - July 01, 2018 - Dimensions Network
The unintended negative consequence of the #MeToo movement: male leaders are backing away from mentoring women. The problem is being made worse by employee trainings that are ineffective. Addressing only the symptoms won't solve the problem. - March 27, 2018 - NextGen Orgs
PARAGON Wealth Strategies, LLC, a boutique wealth management firm headquartered in Jacksonville, FL, announced today that Jenn King, CFP® has joined their firm as a Senior Financial Planner and Investment Advisor Representative. Jenn has spent her 17 years in the industry focused on a comprehensive,... - March 22, 2018 - PARAGON Wealth Strategies, LLC
Michael Landsberg, Partner, of Landsberg Bennett Private Wealth Management in Punta Gorda, Florida has been recognized as a 2018 Top Financial Advisor by Barron’s Magazine as announced in the March 10th issue.
“It’s an honor to again be named to this ranking,” Landsberg said. - March 21, 2018 - Landsberg Bennett
Seamans Capital Management is expanding it's Boston-based operations team with the hiring of Suzanne Matulis. - December 21, 2017 - Seamans Capital Management
Seamans Capital Management (SCM) is pleased to announce that Robert N. Cunjak has joined our investment team this month.
Mr. Cunjak was previously at Sankaty Advisors (now Bain Capital Credit), where he was a Portfolio Manager, Managing Director, and Head of the Energy Team. Mr. Cunjak also invested... - December 17, 2017 - Seamans Capital Management
Local Financial Advisor Attends Advisor Group's ConnectED 2017 National conference. - November 08, 2017 - Physicians Private Client Group
Thurston Springer Financial's recruiting team lands high-net-worth advisor Paul Murans. - November 03, 2017 - Thurston Springer Financial
Warrington Asset's Strategic Trading Program won the Pinnacle Award's Best Options Strategy for 5-years, only 18 months after separating from Morgan Stanley to go on its own. - July 14, 2017 - Warrington Asset Management
Diversify Portfolio's focus is on providing tools to create more efficient and better performing stock portfolios. They have announced support for multiple portfolios per user which allows for cross portfolio analysis of key metrics. - July 12, 2017 - DiversifyPortfolio
Newly revised book takes an up-close look at often-asked questions about senior housing options. - June 30, 2017 - My LifeSite
Chris Campbell, CEO of CJ Campbell & Associates in Rockville, Maryland has qualified for Court of the Table of the Million Dollar Round Table (MDRT).
Achieving Court of the Table status places Mr. Campbell among the top professionals in the global life insurance and financial services industry. - May 18, 2017 - CJ Campbell and Associates
MyLifeSite.net has launched a new feature that helps senior adults and their families learn more about a high-end retirement community's financial viability before they decide to make a large financial commitment, which often includes a sizable entry fee. It is the only online resource like this that is available to consumers and it helps answer one of the most popular questions: Will my money be safe? The best news is that for now this feature is offered for free. - May 03, 2017 - My LifeSite
Michael Landsberg, Partner at Landsberg Bennett Private Wealth Management , associated with Wells Fargo Advisors Financial Network, LLC, in Punta Gorda, Florida was ranked among Barron’s Top 1200 Financial Advisors for 2017, as announced in the weekly magazine’s March 4Th issue.
Landsberg... - March 22, 2017 - Landsberg Bennett
DiversifyPortfolio launches website focused on stock portfolio diversification and correlation analysis. - March 16, 2017 - DiversifyPortfolio
Stock market could test new highs as rate hike jitters fade. - August 31, 2016 - Alfred Lettner
Robert P. Finley of Virtue Asset Management in Barrington, IL as been accepted for membership in the National Association of Personal Financial Advisors (NAPFA). Robert Finley is a CFA® charterholder and a Certified Financial Planner™ certificant with 14 years of experience. Robert most recently... - August 28, 2016 - Virtue Asset Management
Simon Conway, the Investment Director at Alfred Lettner, explains the reasons why the IPO market which is at its worse since the financial crisis. - August 04, 2016 - Alfred Lettner
Senior Investment Managers, David Perry and Edward Smith discuss the impact of Brexit. - August 02, 2016 - Alfred Lettner
Robert Finley CFA, CFP®, former Senior Portfolio Manager of $375 million in assets for high net worth individuals, has launched Virtue Asset Management. An independent asset management company. - July 28, 2016 - Virtue Asset Management
Britain has suffered a “deep” shock to the economy from the Brexit vote, a senior member of Alfred Lettner, the family-owned financial advisory firm in Austria, stressed today. - July 14, 2016 - Alfred Lettner
Söoryen Technologies today announced the availability of its ‘Ready, Set, Convert’ program for eCommerce merchants to offer Apple Pay* and Android Pay* on their mobile (and desktop) websites. Söoryen Technologies is one of the first service providers to offer ‘fingerprint... - June 27, 2016 - sooryen
JPCM has entered into a long-term partnership with Coach Mo Football Camps as the Primary Sponsor. These camps entail personal instruction, coaching and installation of football fundamentals to children from 1st through 12th grade. - June 17, 2016 - JP Capital Management
IASG Alternatives is an independent and highly specialized financial services group that provides access to a premier platform of managed futures investments designed to meet the needs of sophisticated investors. Managed Futures Specialist Expands Team to Meet Increased Demand from a Growing Client Base for Alternative Investments. - June 07, 2016 - IASG Alternatives LLC
As part of their continuing commitment to clients regarding sustainability and longevity of their successful execution of client investment objectives, McElhenny Sheffield Capital Management (MSCM) is pleased to announce that the Spar Investment Counsel team has joined the firm. - May 13, 2016 - McElhenny Sheffield Capital Management
IASG Alternatives LLC is an independent and highly specialized financial services group that provides access to a premier platform of managed futures investments designed to meet the needs of sophisticated investors. - May 04, 2016 - IASG Alternatives LLC
Finogy, a new online investing platform, is creating a biometric app on Indiegogo. - April 27, 2016 - Finogy
Samuel Shakeson has been appointed to Trinova Capital's Equity Research Team to focus on speciality pharmaceuticals equities. - April 02, 2016 - Trinova Capital
Trinova Capital have expressed today that the Tokyo-based equity research firm is on target to achieve their best ever fiscal quarter. - March 24, 2016 - Trinova Capital
Trinova Capital announces new program to support volunteering and community service for employees. - March 23, 2016 - Trinova Capital
Eagle Technology, developer of a leading CMMS solution designed to assist clients with maintenance management needs, announces they are a recipient of an international export development grant from the Milwaukee 7 region. The Export Development Grant program combines funding with mentorship and guidance to help small businesses take advantage of opportunities for overseas expansion. - March 17, 2016 - Eagle Technology
Trinova Capital launches ambitious global client initiative to drive next decade of growth for the firm. - March 07, 2016 - Trinova Capital
Drapella Capital Management Sees 4 Key Reasons Why U.S. Corporate Earnings Can Continue to Grow and Drive Equity Market Returns in 2016. - November 24, 2015 - Drapella Capital Management
An educational workshop titled "Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know About Medicare and Long-Term Care" has been scheduled for 9:00 AM on November 21 at Elliott and Associates Wealth Advisors, Inc located at 1225 Johnson Ferry Rd, Suite 600, Marietta,... - November 11, 2015 - Elliott & Associates Wealth Advisors, Inc.
Everest Companies File Lawsuit against Kirk Financial Group, Kirk Investment Advisors, and Christopher Kirk for alleged Lanham Act Violations, Misappropriation of Trade Secrets, Trademark Infringement, Invasion of Privacy, and Tortious Interference with Contract. - October 20, 2015 - Everest Companies
Kristine d’Esterhazy, CFP® and Financial Advisor with PARAGON Wealth Strategies in Jacksonville, FL, has earned the Chartered Special Needs ConsultantTM (ChSNCTM) professional designation from The American College, Bryn Mawr, PA.
The demand for financial advisors who understand the complexities... - September 21, 2015 - PARAGON Wealth Strategies, LLC
PARAGON Wealth Strategies to Participate in Walk Now for Autism Speaks Resource Fair; Autism Walk is Saturday September 19th, 2015 at The Landing - September 21, 2015 - PARAGON Wealth Strategies, LLC
Long-term and efficient exposure to volatility can help investors make the best of varying market cycles explains the Hong Kong based advisory firm. - August 23, 2015 - Meridian Capital Management
With receding global risks, the need for strategic investment to maximise profits, is on the rise. Meridian Capital Management, a Hong Kong based wealth management firm, has recently introduced an Investor’s Guide to help financial advisors, market analysts and clients focus on returning back to... - August 23, 2015 - Meridian Capital Management
Falling oil prices might have caused a general upheaval in the global economy but this could actually mean better opportunities for income smart investors. - August 23, 2015 - Meridian Capital Management
Meridian Capital Management announces introduction of Global Macro Hedge Fund for this era’s risk averse global investors, as a part of anniversary celebrations. - August 21, 2015 - Meridian Capital Management
Meridian Capital Management the Hong Kong based investment advisory firm is breaking new grounds by expanding their risk management profile to revolutionize their market presence. - August 21, 2015 - Meridian Capital Management
Meridian Capital Management’s Steven Haines announces he will be the key speaker at Hong Kong’s 2016 Small Business Leadership Forum. - August 21, 2015 - Meridian Capital Management
Meridian Capital Management announces the participation of their team in the anticipated "Emerging Markets Forum 2015" to be held in Hong Kong late 2015. - August 19, 2015 - Meridian Capital Management