Managing Partner of Chapwood Investments - Ed Butowsky Says Recession is Inevitable

Chapwood Investments Managing Partner, Ed Butowsky recently joined Closing Bell on Cheddar News to discuss the bear market on Wall Street and why he thinks the Fed may not be able to engineer a soft landing for the economy. “We are going to continue to see pressure on stocks because we have... - June 25, 2022 - Chapwood Investments, LLC

Independent Operational Fiduciary Launches Its First Pooled Employer Plan

Group Plan Systems, LLC (GPS), an independent operational fiduciary for employer-sponsored retirement plans, has signed an agreement with JULY Business Services (JULY) to serve as recordkeeper and third-party administrator to a Pooled Employer Plan (PEP) for which GPS will serve as the Pooled Plan... - June 09, 2022 - Group Plan Systems

Managing Partner of Chapwood Investments - Ed Butowsky Reports on Potential Recession

Chapwood Investments Managing Partner, Ed Butowsky, also respected globally as a professional money manager and media personality focusing on global market trends, this week issued a warning on the current state of the global economy regarding interest rates and inflation. “You need to... - June 09, 2022 - Chapwood Investments, LLC

RPA Develops Custom Investment Solutions for Alameda County DC Plans

RPA Develops Custom Investment Solutions for Alameda County DC Plans

Employee income-replacement study drives tailored solutions and better retirement outcomes. - April 07, 2022 - Retirement Plan Advisors

Retirement Plan Advisors Announces Participant Advice Solutions

Retirement Plan Advisors Announces Participant Advice Solutions

New initiative brings independent fiduciary advice and customized investment solutions to public sector employees. - February 15, 2022 - Retirement Plan Advisors

ABA Retirement Funds Selects NPPG Fiduciary Services, LLC as a Preferred Provider for 3(16) Plan Administrator Services and Compliance Oversight to Member Firms

The ABA Retirement Funds (“ABA RF”), sponsor of the ABA Retirement Funds Program (the “Program”), announced today the selection of NPPG Fiduciary Services, LLC ("NPPG") to serve as a preferred provider of ERISA 3(16) Plan Administrator services to Program plan... - February 09, 2022 - NPPG, Inc.

EM Braxton Universal Report Coins France an Economic Star

EM Braxton Universal has dubbed France an economic star under the leadership of Macron, as the economy recorded its highest growth in more than half a century. - February 04, 2022 - EM Braxton Universal

Em Braxton Universal - Tech Stocks En Route to a Correction

Inflation has remained pervasively high, troubling investors who have been quick to re-align their portfolios in lieu of probable heavy intervention by the Federal Reserve. - January 26, 2022 - EM Braxton Universal

Industry Leaders Launch Operational Fiduciary Services Firm

The Pension Resource Institute, LLC (PRI), a retirement plan compliance, technology and consulting firm for banks, broker‐dealers and investment advisers, and Waypoint Fiduciary, LLC (Waypoint), a fiduciary consulting firm serving plan sponsors and financial institutions, have formed a new... - December 02, 2021 - Group Plan Systems

EM Braxton Universal - Ethereum Reaches Record High

Ethereum, the world’s second largest cryptocurrency, is fast approaching the success of its predecessor, and last week marked Ether’s all-time high. - November 22, 2021 - EM Braxton Universal

StockValu.com Announces Launch of New Equity Management Approach

StockValu.com Announces Launch of New Equity Management Approach

StockValu.com announces the launch of its newsletter, ebook and soon-to-be available online software tool designed to enhance equity portfolio returns for institutions. We offer a fundamental valuation-based approach to portfolio returns based on the Founder's 15 year experience as an equity analyst in NYC. - November 09, 2021 - StockValu.com

WealthScope Financial, a Financial Advisor in Lehigh Valley, PA Announces a Proprietary Planning Process Called WealthScope GPS™

Financial Advisor firm has created a proprietary financial planning process which is referred to as WealthScope GPS™. This process is used to provide guidance for clients during their financial journey. The process is available today to all clients of the firm. - August 14, 2021 - WealthScope Financial

Horizon Financial Services, LLC and Advisory Alpha Form a Strategic Partnership

Horizon Financial Services, LLC to expand its planning services, strengthen its infrastructure and provide clients with a broader range of investment choices with its recent strategic partnership with Advisory Alpha. - July 13, 2021 - Horizon Financial Services, LLC

C&C Financial Group, LLC Launches “Open Access” Financial Planning Firm in Houston, Texas

Today at the launch Event, C&C Financial Advisory announced the firm’s focus on working with individuals and families who value financial security over promises of “quick riches.” “We think of ourselves as a thinking partner for our clients as we help them fortify their... - June 12, 2021 - C&C Financial Advisory

The Nathan Agencies Become Livictus Financial Services

The Nathan Agencies Become Livictus Financial Services

The Nathan Agencies proudly announces its new name, Livictus Financial Services. The Nathan Agencies, a premier financial planning firm in Western Massachusetts, is changing its name to Livictus Financial Services. Christian Sulmasy, Owner of Livictus, stated, “We are excited about our... - May 25, 2021 - Livictus Financial Services

RPA to Host Virtual Continuing Education Seminar Trustee University for Missouri Plan Trustees

May 4 virtual event helps DC retirement committee members satisfy state’s annual continuing education requirement. - April 28, 2021 - Retirement Plan Advisors

WealthScope Financial Presents Financial Education to Residency Programs at Geisinger Hospital

Financial Advisors in Allentown PA offer financial educational seminars to residency programs at hospitals and schools around the country. - March 30, 2021 - WealthScope Financial

WealthScope Financial Announces the Opening of New Office in Allentown, PA

Financial Consulting firm relocates to Commerce Corporate Center located just off the North East extension of the PA turnpike. - March 19, 2021 - WealthScope Financial

NPPG Expands Employer Retirement Plan Services as a Pooled Plan Provider

NPPG announced that the company will serve as the Pooled Plan Provider (PPP) to the Lockton Companies, LLC (Northeast Series) Pooled Employer Plan (PEP), EZ Flex 401(k). NPPG’s Florida office, formerly Pinnacle Financial Services, a leader in the MEP/PEP industry, will serve as the... - February 17, 2021 - NPPG, Inc.

RPA Publishes Analysis of Stable Value Funds in Participant‐Directed Retirement Plans

White paper, Stable Value: A Risk-Free Dilemma, explores the appropriate use of fixed/stable value funds in defined contribution retirement plans. - January 06, 2021 - Retirement Plan Advisors

Lakeman Financial Launches the Lakeman Financial Foundation

Lakeman Financial recently announced that it has launched a donor-advised fund with Fidelity Charitable’s Giving Account. Fidelity Charitable is 501(c)(3) public charity. - December 31, 2020 - Lakeman Financial

Long Island Advisor Awarded Top Financial Professional

Howard Ginsberg, CPA of Ginsberg Wealth Management in Roslyn, Long Island, New York was recently recognized by Cetera® Financial Specialists, as a top financial professional based on his contributions and leadership in the financial community. Ginsberg has also been recognized as a member of the 2020 Leaders Council for the 16th consecutive year. - December 31, 2020 - Ginsberg Wealth Management

Florida’s Reverse Mortgage Center Announces Expansion with New Office Location in Tampa

Florida’s Reverse Mortgage Center has announced the opening of a new office location in Tampa. With interest growing and public awareness of the many benefits of a reverse mortgage, Florida’s Reverse Mortgage Center has found itself in a position to expand their physical presence in the... - November 01, 2020 - Florida's Reverse Mortgage Center

Financial Connection to Breast Cancer - All Women Financial Firm, Urban Wealth Management Assists Women

Financial Connection to Breast Cancer - All Women Financial Firm, Urban Wealth Management Assists Women

Researchers have connected the term "financial toxicity" to breast cancer. And while the energy of the woman diagnosed with breast cancer should be on healing and taking care of herself; life can spiral out of control and money is the root cause. Urban Wealth Management, an All Woman Financial Firm in Los Angeles is assisting women in getting their financial life in gear and focus on healing and living the life they desire and deserve. - October 30, 2020 - Urban Wealth Management

RPA to Host Virtual Trustee University with Special Guest Ron Insana

October 27 and 28 virtual event helps retirement committee members satisfy Missouri’s annual continuing education requirement. - October 21, 2020 - Retirement Plan Advisors

Rick Foxx, CEO of Florida’s Reverse Mortgage Center Releases New Book: "Reverse Mortgages Made Simple"

Earlier this morning, Rick Foxx, CEO of Florida’s Reverse Mortgage Center, announced the release of his third book: "Reverse Mortgages Made Simple: Your guide to the NEW Reverse Mortgage and Retirement Security - Shattering the Myths, Misconceptions and Confusion about Reverse... - October 21, 2020 - Florida's Reverse Mortgage Center

Jason Groth Earns Certified Financial Fiduciary® (CFF) Designation

Jason Groth, Advisor at Safe Harbor Solutions, has earned the Certified Financial Fiduciary® (CFF) designation. He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary® designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest first. - August 01, 2020 - Safe Harbor Solutions

Florida's Reverse Mortgage Center Announces Launch of New Interactive Website

Florida's Reverse Mortgage Center has announced the launch of their new, interactive website: www.FLRMC.net. This website promises to bring fast and easy information about reverse mortgages to seniors all over Florida. CEO Rick Foxx had this to say: "I'm pleased as Punch. Not only does the... - July 22, 2020 - Florida's Reverse Mortgage Center

Foxx and Associates Announce New Reverse Mortgage Venture: Florida’s Reverse Mortgage Center

Foxx and Associates have announced a new venture, Florida’s Reverse Mortgage Center, a company created to educate and help seniors navigate the Reverse Mortgage process. Rick Foxx, Foxx and Associates Mortgage’s CEO and founder spoke about this exciting, new company, “I’m... - July 09, 2020 - Foxx and Associates

Christopher Campbell Achieves Prestigious Top of the Table MDRT Qualification

Christopher Campbell, Founder and CEO of CJ Campbell & Associates in Rockville, MD has qualified for MDRT Top of the Table, a coveted milestone achievement for membership in Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals® Top of the Table is an... - June 19, 2020 - CJ Campbell and Associates

Nicole Caringal, Leader in the Financial Service Industry, Joins Award-Winning Valliant Wealth Strategies Team

Valliant Wealth Strategies is pleased to announce the addition of Nicole Caringal, CERTIFIED FINANACIAL PLANNER™ provider, to its award-winning financial services team. Caringal brings over twenty years of finance experience with a long, successful career in management and compliance with... - June 17, 2020 - Valliant Wealth Strategies

Eastern Shore Wealth Advisor, Mary Ellen Valliant, Named One of Forbes’ Top Advisors in the Nation and in the State

Mary Ellen Valliant, Founder, Managing Partner of Valliant Wealth Strategies, Accredited Institutional Fiduciary, and Raymond James Leaders Council member, was named to the Forbes’ Top Women Wealth Advisors in the nation and Best-In-State Wealth Advisors for the state of Maryland. Of the top... - June 08, 2020 - Valliant Wealth Strategies

MAS Advisors, LLC Acquires Insurance Agency, Synergy Life Brokerage Group

MAS Advisors, LLC Acquires Insurance Agency, Synergy Life Brokerage Group

MAS Advisors, LLC, a Miami based investment advisory firm, through its Principal and Managing Member, Ricardo R. Calderon, has acquired Synergy Life Brokerage Group, LLC. Its founder, Robert Stuchiner, will continue to provide his guidance and expertise as the agency continues to grow. - June 04, 2020 - MAS Advisors, LLC

ALTA Estate New Website

ALTA Estate New Website

ALTA Estate Services, LLC has recently launched its new comprehensive website to better service its clients and the general public located in Tucson, Green Valley and Sierra Vista, Arizona. ALTA Estate Services, LLC specializes in legal document preparation in the areas of trusts and estate... - May 31, 2020 - ALTA Estate Services, LLC

David K. Young Consulting, LLC and Northeast Professional Planning Group, Inc. (NPPG) Expanding Partnership

David K. Young Consulting, LLC (DKYC) and Northeast Professional Planning Group, Inc. (NPPG) have expanded its partnership to gain synergies and a much broader footprint for both firms. The partnership isn’t an acquisition or merger of the two firms as they will remain autonomous from each... - May 10, 2020 - NPPG, Inc.

Jennifer Lang Financial Services Launches New eBook to Tackle the Financial Planning Issues of Women

Women have unique financial needs. This eBook serves to help women with tips and guidance to maximize growth and protect retirement capital. - May 03, 2020 - Jennifer Lang Financial Services, LLC.

Dave Ramsey Organization Announces Asa Lakeman, CFP®, CFS of Lakeman Financial as a Smartvestor Pro

Outstanding client service, ethics, and professionalism have enabled Asa Lakeman CFP®, CFS Financial Advisor and President of Lakeman Financial, to achieve a position as a SmartVestor Pro by the Dave Ramsey organization. To attain the SmartVestor Pro status, financial professionals must agree... - May 03, 2020 - Lakeman Financial

Institute of Business & Finance Announces a New CFS® Designee

Institute of Business & Finance Announces a New CFS® Designee The Institute of Business & Finance (IBF) recently awarded Asa Lakeman with the first nationally recognized mutual fund designation, CFS® (Certified Fund Specialist®). This graduate-level designation is conferred... - April 24, 2020 - Lakeman Financial

Experienced Financial Planner Launches Lakeman Financial to Better Serve Clients

Asa J Lakeman, CFP®, CFS (Certified Fund Specialist) is pleased to announce the formation of Lakeman Financial. Asa brings with him nearly two decades of experience helping businesses and families pursue their financial goals. Asa has achieved the Certified Fund Specialist and Certified... - February 29, 2020 - Lakeman Financial

Michael Landsberg, Chief Investment Officer at Landsberg Bennett Private Wealth Management Was Recognized on the 2020 Forbes Magazine Best-in-State Wealth List

Michael Landsberg, a founder, and Chief Investment Officer at Landsberg Bennett Private Wealth Management was recognized on the 2020 Forbes Magazine Best-In-State Wealth Advisors list. This year’s list spotlights over 3,000 top advisors from across the country. This is the 3rd time Michael... - February 06, 2020 - Landsberg Bennett

Equity Consortium Agrees to Acquire Stakes in New York's Astoria Energy Facilities

A consortium of equity investors including APG, MEAG (Munich Re’s asset manager acting for investors from within Munich Re Group), and Clal Insurance Company, alongside other US institutional investors have agreed to acquire 100% of Astoria Energy I and a 55% interest in Astoria Energy II. - January 18, 2020 - APG Asset Management US Inc.

Howard Ginsberg Welcomed Into Cetera Financial Specialists Group of Top Advisors for 2019

Howard L. Ginsberg, CPA of Ginsberg Wealth Management in Roslyn, Long Island NY, was recently announced as a member of the Leaders Council for the 15th consecutive year. - January 10, 2020 - Ginsberg Wealth Management

Miami/Memphis Advisory Groups Announce Merger

Miami/Memphis Advisory Groups Announce Merger

MAS Advisors, LLC, a Miami investment advisory firm, has announced the completion of the merger of the business and operations of Memphis-based Wealth Strategies Group, Inc. (WSG), which will operate as a Division of MAS Advisors. WSG will be led by Charles Auerbach, who has deep experience in the... - December 13, 2019 - MAS Advisors, LLC

Secure Investors Group, Inc. to Acquire  Murray, Tymkew and Associates and Springport Insurance Agency

Secure Investors Group, Inc. to Acquire Murray, Tymkew and Associates and Springport Insurance Agency

Mike Tymkew welcomes the partnership with Secure Investors Group and will be working closely with the Co-Founder, Bryan E. Spencer, to ensure the transition is seamless for clients. It was clear to Mike that Secure Investors Group is a great fit for existing clients, providing more carriers, competitive pricing, and personalized service. - October 07, 2019 - Secure Investors Group

SaveDay® Wins FiNext 2019 Excellence in Finance Award

Barry Mione, CEO of SaveDay®, awarded FiNext 2019 Excellence in Finance - Leadership Award in Orlando, Florida - September 05, 2019 - SaveDay

Massimiliano De Santis Launches New Financial Planning Firm with XY Planning Network

Massimiliano De Santis Launches New Financial Planning Firm with XY Planning Network

DESMO Wealth Advisors, LLC to drive change towards values-based financial planning for individuals and families with a passion for travel, the outdoors, and a focus on traditional values. - September 04, 2019 - DESMO Wealth Advisors, LLC

Everitt Lawson Group: UK Economy May Have Shrunk in Q2

Everitt Lawson Group says Brexit uncertainty and global economic slowdown have weighed heavily on UK economy. - July 09, 2019 - Everitt Lawson Group

Silicon Prairie Investment Crowdfunding Portal Company Registers as Intrastate Broker-Dealer

Silicon Prairie Investment Crowdfunding Portal Company Registers as Intrastate Broker-Dealer

Silicon Prairie Portal & Exchange (https://sppx.io), the Minnesota-based investment crowdfunding portal operator serving issuers and investors in Minnesota, Iowa, Wisconsin and Michigan along with its affiliate Silicon Prairie Online, an SEC and FINRA reporting Federal Funding Portal company... - June 17, 2019 - Silicon Prairie Portal & Exchange

Everitt Lawson Group: US China Trade Deal Unlikely Before Year End

Everitt Lawson Group analysts say escalation of tariffs by US and China could stall negotiations and prolong trade war for many more months. - June 05, 2019 - Everitt Lawson Group

A Regional Leader Goes National

NPPG are delighted to announce that Northeast Professional Planning Group, Inc. (“NPPG”) welcomed Pinnacle Financial Services (“Pinnacle”) to the NPPG family of companies. With offices in New Jersey, New York, Florida, and Michigan, the combined NPPG-Pinnacle provides... - June 01, 2019 - NPPG, Inc.

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