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Dekel Strategic Investors and Arrowroot Real Estate Close Mueller Place in Austin, TX. - August 15, 2018 - Arrowroot Real Estate
This Summit will build on the 2018 Point In Time Count to find ways of breaking down barriers to housing California’s homeless population. “We will be bringing together landlords, non-profits, and the public sector to address the biggest issue in the state,” said United Way of Kern County CEO Mari Perez-Dowling. “We know from the evidence that the Housing First model works.” - August 10, 2018 - Income Property Association of Kern
ARGI recognized as one of Louisville Business First's 2018 Fast 50. - August 09, 2018 - ARGI
Advance Capital Management is pleased to announce that Michael Hohf and Daniel McHugh have been named as America’s Top Next-Gen Wealth Advisors by Forbes Magazine. The list recognizes the top-performing young advisors at their respective firms. - August 04, 2018 - Advance Capital Management
The Palm Beach Hedge Fund Association announces today that it has formed a strategic partnership with the North American Derivative Exchange, (Nadex). - July 30, 2018 - Palm Beach Hedge Fund Association
ARGI, a Louisville-based personal and business financial advisory firm, is pleased to announce that Director of Business Development, Erin Haynes Reed, will be a part the Leadership Louisville Center’s Leadership Louisville Class of 2019. Reed will be one of 60 local professionals selected to participate... - July 27, 2018 - ARGI
Nvestox, industry pioneer in investment market technology launches dedicated App for Smartphone’s for their corporate clients. - July 26, 2018 - Nvestox
Russell Hill, longtime CEO of Chicago-based investment consulting firm Ellwood Associates, has announced that he will retire from the firm in February 2019. Hill will remain with the firm as chairman of the board of directors. Hill has served as CEO of Ellwood since 2004. Under his leadership, the firm... - July 25, 2018 - Ellwood Associates
Cassandra Catlett, Financial Planning Coordinator with C&J Wealth Advisors, has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). This accreditation is awarded by the Certified Financial Planner Board of Standards (CFP Board) in accordance with their certification requirements. The... - July 18, 2018 - C&J Wealth Advisors
The Palm Beach Hedge Fund Association is thrilled to announce an official partnership with leading hedge fund and business bank, First Republic. - July 17, 2018 - Palm Beach Hedge Fund Association
Nativeflix, with over 500 hours of streaming programs, takes action to accelerate acquisition of content, and growth of subscriber base. - July 16, 2018 - Knoll Global Business Partners
Peregrine 1031 Energy Partners has agreed to acquire producing and non-producing oil and gas royalties in Dunn County, ND. The purchase features production from numerous producing wells under ConocoPhillips in Dunn County, ND, part of the prolific Bakken Shale. The Bakken Shale represents one of ConocoPhillips’... - July 11, 2018 - Peregrine 1031 Energy Partners
Neto Financial Group Inc., an Accounting, Tax, and Wealth Advisory firm founded in Miami, Florida, has opened an office in Nashville, Tennessee. Elizabeth Morton, CPA, and Arturo Neto, CFA, CPWA, opened the office in early June to provide a full suite of financial services to small business owners and... - July 10, 2018 - Neto Financial Group
Montecito Capital Management Group and its founder, Kipley J. Lytel, CFA are winners of the 2018 Wealth & Money Management Award for Best Wealth Management Practice in Southern California. The awards are presented by Wealth & Finance magazine. - July 09, 2018 - Montecito Capital Management Group
MarketCurrents published its third annual technology edition last week. The issue included coverage of a live in-person roundtable, which was held at the Lotte Palace Hotel in New York. This was an invite-only gathering, which included a number of family offices. RSM, a leading tax and consulting firm... - July 06, 2018 - MarketCurrents
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
Advance Capital Management, headquartered in Southfield, MI, is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This marks the firm’s second year in a row on the list. - June 30, 2018 - Advance Capital Management
With new data protection laws now in effect across the European Union, Nvestox have spearheaded their client privacy with an AES upgrade. - June 30, 2018 - Nvestox
Josh Schwartz to lead two-day agenda, including discussion of plan design, practice management, investment solutions, and market insights. - June 26, 2018 - Retirement Plan Advisors
Ron Beaton's Money Matters Joins ARGI, Further Expansion Throughout the State for the Firm - June 21, 2018 - ARGI
Blockchain’s first truly global event, The Blockchain World Conference, today announced that LQDEX co-founder, Yogesh Srihari, will speak on Thursday, July 12 at 12:30 p.m. at Harrah’s Resort in Atlantic City. Srihari’s presentation, “LQDEX - The Next Generation Digital Asset... - June 20, 2018 - LQDEX
Brad talks finances over local craft brews. - June 18, 2018 - Sherman Wealth Management
Brad Sherman is proud to be named one of the Investopedia Top 100 Financial Advisors. The Investopedia 100 list celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing strategies, life-stage planning and wealth management. Investopedia’s... - June 18, 2018 - Sherman Wealth Management
Decentralized, trustless, cross-chain cryptocurrency exchange, LQDEX, Publishes Whitepaper. - June 12, 2018 - LQDEX
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 Jim Brambilla as Defined Contribution Plan Administrator. Mr. Brambilla is a seasoned pension professional... - June 03, 2018 - Northeast Professional Planning Group
Open Source Software (OSS) development platform OpenGift and Wealthman will partner to enhance cybersecurity and fraud protection of OSS. “When it comes to software security, there is no optimal answer,” says London based Wealthman CEO Andrei Huseu. “Open Source Software is subject... - May 25, 2018 - WealthMan
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
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