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MarketCurrents Wealth Management, the industry's leading private wealth publisher, will publish its much anticipated 3rd annual Technology Edition at the end of June. This is used throughout the year as a blueprint for family offices around the world to consult with as a leading resource for everything... - May 25, 2018 - MarketCurrents
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 Patrick J. Carragher as Senior Vice President of Employee Benefits.
Mr. Carragher, a 24-year industry... - May 24, 2018 - Northeast Professional Planning Group
Cleveland-based wealth management firm is selected as a “best place to work.” - May 24, 2018 - Cedar Brook Financial Partners LLC
Research by the Federal government suggests a serious knowledge gap among Federal employees when it comes to understanding, measuring and maximizing their multiple benefit programs.
To help close this gap, Dennis Edmonds, Managing Partner of the Federal Benefits Information Center (“FBIC”),... - May 22, 2018 - Federal Benefits Information Center
MarketCurrents Wealth Management, the industry's leading private wealth publisher, will publish its much anticipated 3rd annual Technology Edition at the end of June. This is used throughout the year as a blueprint for family offices around the world to consult with as a leading resource for everything... - May 21, 2018 - MarketCurrents
Horowitz to head NPPG-FS ERISA 3(16) Administrative Fiduciary Services Compliance Department. - May 16, 2018 - Northeast Professional Planning Group
Peregrine 1031 Energy Partners, a company assisting 1031 investors in diversifying their exchange, has agreed to acquire producing and non-producing oil and gas royalties in Pecos and Karnes Counties, Texas.
The purchase features production from over 20 currently producing wells under PPC Operating... - May 15, 2018 - Peregrine 1031 Energy Partners
THK Securities provides a broad range of wealth management and investment products and services to more than 2000 customers and conducts business through three operating groups: Stock Investment, Corporate Bonds and Overseas Property. - May 09, 2018 - THK Securities
Peregrine 1031 Energy Partners, a company assisting 1031 investors in diversifying their exchange, has agreed to acquire producing and non-producing oil and gas royalties in Tarrant and Johnson Counties, Texas.
The acquisition features production from over 30 currently producing wells in the Barnett... - May 04, 2018 - Peregrine 1031 Energy Partners
Alaric Trader, a direct market access provider to U.S. exchanges and a professional broker-dealer has been awarded with World Finance Market’s Award for Best Direct Market Access Provider in 2018.
The World Finance Markets awards are created in an attempt to honor and showcase excellence and stellar... - May 01, 2018 - Alaric Trader
Despite Falling Prices and Regulatory Hurdles, Hedge Funds & Venture Capital Launch Cryptocurrency Investment Funds at Record Pace - April 27, 2018 - Crypto Fund Research
Cleveland-based financial advisor studies industry trends with other top wealth managers in the U.S. - April 19, 2018 - Cedar Brook Financial Partners LLC
MarketCurrents published its inaugural edition on Human Capital in Family Offices this week. The international private wealth publisher engaged with family offices throughout the last year on ideas for editorial topics for its Family Office E-Magazine series. Human capital was a leading topic amongst... - April 18, 2018 - MarketCurrents
Williams Asset Management is excited to host its 3rd annual community “Shred-It Event” on Saturday, May 12th from 12-3pm. This event is free to the public. - April 14, 2018 - Williams Asset Management
Peregrine 1031 Energy Partners, a company assisting 1031 investors in diversifying their exchange, has agreed to acquire producing and non-producing oil and gas royalties in Mountrail, Burke, McLean, and Ward Counties, North Dakota as well as Lincoln County, MS.
The acquisition features production from... - April 11, 2018 - Peregrine 1031 Energy Partners
Mellstock Limited, through its brand Studivest.com, the Student Housing web portal, has suggested SRI investors should consider investing in this growing asset class. Over the past twenty years, providing accommodation for students across the World has become an appealing real estate asset class drawing... - April 07, 2018 - Studivest
APMEX, Inc., a leading online precious metals retailer based in Oklahoma City, is excited to announce the 2018 Silver Maple Leaf Monster Box Sweepstakes, celebrating one of the most popular silver bullion coins in the world. One lucky winner will receive a 500-coin Monster Box of 2018 1-oz Silver Canadian... - April 05, 2018 - APMEX, Inc.
Financial Freedom Day is an annual day-long financial education event during National Financial Literacy Month. - April 04, 2018 - Elise Financial Services
APMEX, Inc., the nation’s largest precious metals e-retailer, is excited to introduce a new limited-production series that will take customers on a journey along one of the most famous roads in America: Route 66.
On November 11, 1926, U.S. Route 66 opened following rapid industrial growth requiring... - April 04, 2018 - APMEX, Inc.
APMEX, Inc., the nation’s largest Precious Metals e-retailer, is pleased to announce the second release of Scottsdale Mint’s famed Biblical Series is now available.
In 2015, Arizona-based Scottsdale Mint introduced the first of a new series that features stories from the Bible – both... - March 31, 2018 - APMEX, Inc.
In a partnership between D & B Capital Partners, Arrowroot Family Office and ARB Investments, Arrowroot is excited to announce the creation of Arrowroot Real Estate (“ARE”). Arrowroot Real Estate is led by Brennen Degner and Adam Barzilay, former executives of MJW Investments, as well... - March 30, 2018 - Arrowroot Real Estate
ARGI, a Louisville-based personal and business financial advisory firm, has been recognized as one of two finalists for the ESOP Company of the Year award by the Ohio/Kentucky Chapter of the ESOP Association. Senior Financial Advisor, Joe Tichenor, CFP®, was recognized as one of three finalists for... - March 29, 2018 - ARGI
Token-as-a-Service (TaaS), the first-ever tokenized closed-end fund dedicated to blockchain assets, announces the public release of its next-generation Cryptographic Audit. - March 28, 2018 - TaaS
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
The hybrid decentralized and community-driven crypto exchange, NEXT (https://next.exchange), is going to destroy millions of tokens. There will be 75% fewer tokens on the market than what was initially expected. - March 26, 2018 - NEXT.exchange
APMEX, Inc., a leading Precious Metals e-retailer based in Oklahoma City, is thrilled to announce the latest release in the America the Beautiful Silver Bullion Coin™ series is now available for pre-order. The 2018 5 oz Silver ATB Apostle Islands National Lakeshore Park, WI, marks the second release... - March 24, 2018 - APMEX, Inc.
APMEX, Inc., a leading Precious Metals retailer based in Oklahoma City, is excited to announce the latest releases from KOMSCO with the 2018 1 oz Silver Chiwoo Cheonwang and 2018 1 oz Silver Tiger medals. - March 23, 2018 - APMEX, Inc.
Vanguard and Goldman Sachs recently predicted that the odds of a "correction" which is a 10% stock market drop, or a "bear market" a 20% drop, are from 70%-88% respectively. Research from 7Twelve Advisors, LLC suggests that a deeply diversified investment portfolio may be an ideal way to absorb a significant stock market shock. - March 22, 2018 - 7Twelve Advisors, LLC
The company’s AI-powered approach has won the Personalization category in the 15th Annual Gramercy Financial Marketing Strategy Awards. - March 22, 2018 - Idio
APMEX, Inc., the nation’s largest Precious Metals e-retailer, is excited to introduce the latest in The Royal Mint’s highly popular Precious Metal bullion Queen’s Beasts series – The Red Dragon of Wales. Plus, for a short time, be entered to win 150 oz of Silver to celebrate this... - March 22, 2018 - APMEX, Inc.
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
By investing in regulated, licensed and legal broker-dealers, trading systems and clearing agents in the US, UK and Germany IOB llc will bring together an alliance of regulated entities to facilitate a global platform across multiple jurisdictions for trading, corporate finance, funds, accelerators and building of sustainable pathways for the future and supporting the needs of forward-thinking jurisdictions. - March 16, 2018 - IOB LLC
Malfitano Advisors, a unique advisory group based in New York City, expands its bench with two additional seasoned finance professionals. - March 14, 2018 - Malfitano Partners
HUB employee benefits consultants honored as Power Broker® winners and finalist - March 12, 2018 - HUB International - West Region
Advance Capital Management is pleased to announce that Michael Hohf has been named to the 2018 Forbes Best-in-State Wealth Advisors list. The list recognizes over 2,000 top-performing advisors across the United States. Hohf represents the state of Michigan.
“It’s very rewarding to be named... - March 09, 2018 - Advance Capital Management
Peregrine 1031 Energy Partners, a company assisting 1031 investors in diversifying their exchange, has agreed to acquire producing and non-producing oil and gas royalties in Divide County, North Dakota from an undisclosed seller.
The acquisition features production from a number of currently producing... - March 01, 2018 - Peregrine 1031 Energy Partners
MarketCurrents Wealth Management, a leading private wealth business information specialist, released the 2nd part of its AI series this week.
Part 1 observed how an AI revolution is underway that will greatly affect our professional and personal lives.
Part 2 reviews the attributes of human intelligence,... - February 27, 2018 - MarketCurrents
Thought is a blockchain and AI start-up, backed by Harrisburg University of Science and Technology. Thought is fundamentally changing the way data is processed by embedding AI into every small piece of data. This makes otherwise "dumb" information smart. Data becomes able to act on its own, eliminating the need for external applications, and thus makes data processing faster and cheaper. - February 26, 2018 - Thought Network
MarketCurrents Wealth Management published its Annual Estate and Succession Planning Edition this week.
The report comes at a timely moment as we are witnessing the largest transfer of wealth taking place. This will continue over the next several years.
The longevity of a family’s wealth and... - February 26, 2018 - MarketCurrents
Thought is a blockchain and AI start-up, backed by Harrisburg University of Science and Technology. Thought is fundamentally changing the way data is processed by embedding AI into every small piece of data. This makes otherwise "dumb" information smart. Data becomes able to act on its own, eliminating the need for external applications, and thus makes data processing faster and cheaper. - February 24, 2018 - Thought Network
Thought is a blockchain and AI start-up, backed by Harrisburg University of Science and Technology. Thought is fundamentally changing the way data is processed by embedding AI into every small piece of data. This makes otherwise "dumb" information smart. Data becomes able to act on its own, eliminating the need for external applications, and thus makes data processing faster and cheaper. - February 23, 2018 - Thought Network
In "Playing the Game," Paul Remack applies his years of financial experience to questions that haunt anyone planning to retire with significant assets. The most important thing to understand is that you are playing a game whether you realize it or not. Remack explains why Wealth Transfer and Distribution is a game, and he shows you how that game is played. He lays out the necessary steps for planning retirement and how to avoid unnecessary conflict with the IRS. - February 23, 2018 - Remack Associates, Inc.
Dallas-based Coquest Inc., one of the largest independent introducing brokers in the U.S. derivatives markets, announced today that Mark Shore has joined its Coquest Advisors LLC as Director of Educational Research. Mr. Shore will be responsible for developing educational materials, workshops and webinars... - February 22, 2018 - Coquest Inc.
Zoellner Whole Financial PLLC sponsored an informational seminar about Durable Income Strategies and by combining multi durable income securities together, investors can have multi drivers of return without having bond or equities’ volatility have any effect on their outcomes. - February 21, 2018 - Zoellner Whole Financial PLLC
Zoellner Whole Financial PLLC sponsored an informational webinar about Deferred Installment Sales using IRC 453 to complete large transactions and defer the taxes which are 30% or higher on the sale of a business or a commercial property that has been held for a long period and has low cost basis and highly appreciated. - February 21, 2018 - Zoellner Whole Financial PLLC
After a relatively quiet year for mergers and acquisitions in 2017, PD Wealth Solutions' Paul Graham predicts this year will produce a bumper harvest of deals between "Big Pharma" and Biotech. - February 19, 2018 - PD Wealth Solutions
Independent PA-based Financial Services Firm Now Perfectly Positioned to Take Financial Planning to the Next Level - February 18, 2018 - Evolution Financial Group
For the second year in a row, Expertise has selected Montecito Capital Management Group & its Founder, Kipley J. Lytel, CFA as the Top 20 Financial Advisors in Los Angeles after completing a comprehensive and thorough rating evaluation of 898 advisors in Los Angeles, California - February 15, 2018 - Montecito Capital Management Group
20/20 Investment Club has an all-female, African American membership and celebrates its 20th anniversary by launching “Campaign INSPIRE!”, a national women’s empowerment initiative designed to celebrate the power of unity at a critical time in our nation’s history. - February 14, 2018 - 20/20 Investment Club