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MetricStream platform integration with Compliance.ai now allows financial institutions to proactively manage the growing volume and velocity of regulatory changes. - May 18, 2020 - Compliance.ai
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 other.
In... - May 10, 2020 - Northeast Professional Planning Group
House prices to hold steady as sales volumes decline. - May 06, 2020 - WAIN Street
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.
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 to... - May 03, 2020 - Lakeman Financial
Advance Capital Management is pleased to announce that Terra Hohf has been recognized on the 2020 Forbes Top Women Wealth Advisor list.
The list spotlights 1,000 top female advisors across the country. In total, they manage nearly $920 billion in client assets. Advisors were nominated and then researched,... - April 29, 2020 - Advance Capital Management
SelFin and Innovative Assessments have signed a partnership agreement to collaborate with regards to improving the financial inclusion of micro-enterprises in India using psychometric analysis. - April 24, 2020 - Innovative Assessments
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 upon... - April 24, 2020 - Lakeman Financial
Rudolf Steiner CEO of Steiner Greves, announced today that they would be donating Half a Million Euros to help in the fight against Coronavirus (COVID-19). - April 16, 2020 - Steiner Greves
GetBucks (Pty) Ltd., part of the Finclusion Group and a South African company focusing on digital financial and insurance solutions, have signed a partnership agreement with Innovative Assessments International, Ltd. (“IA”) to promote financial inclusion and extend more credit to those in... - April 15, 2020 - Innovative Assessments
A life settlements fund, GIS General Fund, set to weather the financial storm from COVID-19 pandemic. - April 01, 2020 - GI Asset Management
Scrooger is a completely independent comparison platform and information service. It's a place where you can find the best deals and learn how to save and earn more money. - March 31, 2020 - Scrooger
BEQUANT – a London based digital asset Prime Brokerage firm – has begun an initiative to provide in-depth industry analysis and commentary for Blockchain Research Institute (BRI) reports. Using data from industry research compiled by the Blockchain Research Institute, BEQUANT will distribute... - March 23, 2020 - BEQUANT
Flanks, the startup located in Barcelona, is positioned as the first company in Europe specialized in the aggregation of investment accounts. - March 16, 2020 - Flanks
MDT Ventures is a minority lead Venture Capital firm that has announced the closing of MDT Ventures Fund II of 170MM. MDT Fund II was substantially oversubscribed closing its hard cap and surpassing its target of 150 Million. - March 14, 2020 - MDT Ventures
Expertise Ranked Kipley J. Lytel and Montecito Capital Management as Top 20 Regional Financial Advisors for 2020. - March 13, 2020 - Montecito Capital Management Group
Nvestox is fast approaching their state-of-the-art North America branch office opening in New York, USA. - March 11, 2020 - Nvestox
Foreign exchange market veterans Marco Sierra and Alejandra Díaz are proud to announce that effective March 6, 2020, OQ Trading Technology will offer a new App Store. The App store is an online marketplace that offers a full suite of tools and applications which allows traders to customize their... - March 05, 2020 - OQ Trading Technology
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 Financial... - February 29, 2020 - Lakeman Financial
MarketCurrents WealthNet announced today its 2020 line-up of private, invitation-only Family Office Dinner Roundtables, each of which is designed to provide insights and knowledge to an elite group of 20-25 family office and high net worth investors.
MarketCurrents’ 2020 Family Office Dinner Roundtable... - February 28, 2020 - MarketCurrents
BEQUANT co-hosting institutional finance leadership at Cryptocompare's Digital Asset Summit March 10,2020. - February 22, 2020 - BEQUANT
Chris is a well qualified investment professional, with an already distinguished career in the financial services sector. Before joining Steiner Greves, he spent five years as Relationship Manager at Industrial & Commercial Bank of China, leading a team responsible for managing existing and potential... - February 20, 2020 - Steiner Greves
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 has... - February 06, 2020 - Landsberg Bennett
BEQUANT, a full service digital assets prime brokerage with a leading multi-exchange trading platform, has added Cardano (ADA) to its coin-pair offerings.
The new pairs will provide professional traders with enhanced options to trade Cardano, a top 10 digital asset by market cap, in one unified trading... - February 05, 2020 - BEQUANT
George Zarya and Bequant confirm no correlation between bitcoin and markets after China virus scare, Prime Brokerage and Partnerships launched globally. - January 29, 2020 - BEQUANT
President and Founder of Williams Asset Management, Gary Williams, has been named as one of Maryland's "Best-in-State" Wealth Advisors by Forbes’ for 2020. - January 26, 2020 - Williams Asset Management
Clear Capital Partners, a merger and acquisition firm, is pleased to announce its acquisition of its two child care centers: “Creative Learning Center” in Destin, Florida and “Midlothian Children’s Academy” in Midlothian, Virginia.
Creative Learning Center has been operating... - January 25, 2020 - Clear Capital, LLC
Michael Hohf and Jeffrey Lido earn spots on Forbes magazine’s coveted Best-in-State Wealth Advisors list. - January 25, 2020 - Advance Capital Management
BEQUANT CEO and Team in Davos launching the company's Prime Brokerage product with major industry. - January 24, 2020 - BEQUANT
BEQUANT Engaging DAVOS 2020 on digital assets for major industry. - January 18, 2020 - BEQUANT
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. Located... - January 18, 2020 - APG Asset Management US Inc.
Copper Canyon LLC Investment Advisory celebrates the creation and launch of the Dynamic Active Equity and Dynamic Income Portfolio Models. - January 17, 2020 - Copper Canyon LLC
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
Continuing its commitment to improve customer experience, BitRoyal is focusing on making changes to their platform and went live with its first set of changes. BitRoyal is perhaps the only platform still allowing buy/sell crypto with zero commission. - January 09, 2020 - BitRoyal Ltd.
Steiner Greves Investment Innovators: Wealth Summit 2020, 11-12, 2020 Hilton London Tower Bridge, London, UK - January 06, 2020 - Steiner Greves
The special interest rates are for savings accounts, certificates of deposits and money market accounts. - January 05, 2020 - Ahorros Latinos
The Palm Beach Hedge Fund Association (PBHFA.org) and the Palm Beach Symphony have announced a partnership, creating opportunities for members to experience one of South Florida’s major cultural institutions during this landmark season that has seen record-breaking ticket sales and unprecedented donor enthusiasm and support. - December 29, 2019 - Palm Beach Hedge Fund Association
Ahorros Latinos will be managing a retirement fund for each Mexican worker belonging to the union.
In which, Ahorros Latinos (www.ahorroslatinos.com, subsidiary of California Pacific Bank) will be managing a retirement fund for each Mexican worker belonging to the union.
Founded in 1997, it is one... - December 23, 2019 - Ahorros Latinos
iPlanRx, a company located in Green Bay WI, today announced the 2019 H.E.R.O. award recipient as CESA 7. The H.E.R.O. award stands for Health Expenses Returned to Operations and recognizes organizations that have proactively addressed the rising costs of healthcare with innovation to not only reduce... - December 14, 2019 - iPlanRx
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 areas... - December 13, 2019 - MAS Advisors, LLC
As of Friday, Dec. 6, Domani Wealth has completed the acquisition of EHD Advisory Services.
EHD Advisory Services was founded in 2003 and was previously affiliated with EHD Insurance, a Lancaster-based company. A Registered Investment Advisor, the firm provided wealth management and financial planning... - December 13, 2019 - Domani Wealth
Cinderella Target Value Zones Inc. (OTC Pink: CTVZ) (“The Company”) is pleased to announce the following shareholder update regarding recent material events and corporate actions. - December 11, 2019 - Cinderella Target Value Zones Inc.
Ahorros Latinos, www.ahorroslatinos.com, the Latin America Financial Division of California Pacific Bank, today announced that Karen Chamorro has joined the firm's Palm Beach office as a senior vice president and relationship manager. - December 11, 2019 - Ahorros Latinos
MarketCurrents Wealth Management, the leading b2b information and events business, published its Fall Edition focused on real estate trends for family offices.
The publication was based on its Fall Dinner held at the Penn Club on November 5th in New York City.
Over 25 family offices convened at the... - December 10, 2019 - MarketCurrents
Ahead of their expansion plans in to the US next year, Nvestox has upgraded their telephony to include toll-free calling in, worldwide. A Universal International Free phone Number (UIFN) will also compliment their dedicated single country toll-free system, the call is free for the caller, and Nvestox pays the charges. - November 30, 2019 - Nvestox
The new office aims to boost Berkshire Hills Capital Group’s operations as it expands its services in the region.
Berkshire Hills Capital (BHC) has a new office in Bogota. The Managing Director Simon Sandoval and his partner and CEO of Berkshire Finance, Jose Luis Huayhua launched the office with... - November 28, 2019 - Berkshire Hills Capital Group
Ahead of Thanksgiving, BitRoyal is all geared up to ensure its users make full use of its trading platform. Besides providing globally accessible crypto-currency exchange, a best-in-class platform for its growing community of partners and budding traders to enable the trading of digital assets, the exchange is now focusing to improve operational efficiency. - November 21, 2019 - BitRoyal Ltd.
Quantgate Systems Inc., (“Quantgate” or the “Company”) a technology company that develops retail and institutional fintech products and services, announces today that it has appointed Michel Lebeuf as a member of the board. Serving as corporate secretary and Chief Legal Officer. - November 16, 2019 - QuantGate Systems Inc.
Epcylon Technologies Inc, (OTC PINK: PRFC) (“Epcylon” or the “Company”) a technology company that develops retail and institutional fintech products and services, announces today that it has registered for a name change to QuantGate Systems Inc. The name change for trading purposes will take effect after approval by the Financial Industry Regulatory Authority (FINRA). The Company will file shortly with FINRA for such approval. - November 09, 2019 - QuantGate Systems Inc.
A dedicated accelerator program to support early-stage portfolio managers. - October 23, 2019 - Hedge Fund Lab