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Everitt Lawson Group: Trade War Could Backfire on “Strong” US Economy
Everitt Lawson Group says American consumers could bear the cost of trade war tariffs. - May 27, 2019 - Everitt Lawson Group
Findlay Nicolson - Japan’s Economy Defies External Headwinds
Japan’s economy beat expectations to grow for the second consecutive quarter, says Findlay Nicolson. - May 22, 2019 - Findlay Nicolson
RPA Names Rob Mangano Director – Client Relations
Deep public sector retirement plan experience and commitment make for a strong match - May 18, 2019 - Retirement Plan Advisors
Everitt Lawson Group - Chinese Exporters Could Lose All US Business
Everitt Lawson Group - Chinese exporters stand to lose out on significant amount of US business as higher tariffs will wipe out profit margins. - May 17, 2019 - Everitt Lawson Group
Everitt Lawson Group: Brexit Impasse Takes Toll on UK Economy
Everitt Lawson Group reports housing and labour markets suffer in the face of prolonged Brexit uncertainty. - May 13, 2019 - Everitt Lawson Group
MarketCurrents Publishes Spring Edition 2019
MarketCurrents Wealth Management, a leading global private wealth magazine released its Spring Edition on Monday. MarketCurrents Wealth Management also held its Spring Forum in March at The University Club. It was attended by over 30 family office principals from around the world. The forum... - May 13, 2019 - MarketCurrents
The Global AI Company Rally is Continuing: +30,02% in Q1/2019. What’s Next in AI?
The expert members of the AI-42 Index Rebalancing Committee Meeting got together and conducted the quarterly review of the AI-42 INDEX™ constituents; discussed the latest Artificial Intelligence trends and shared market insights from their delegation visit to China. - May 11, 2019 - AI-42 Market Intelligence Ltd.
Everitt Lawson Group: UK Interest Rates Will Likely be Kept Steady
Everitt Lawson Group economists say Brexit delay could cause BoE to leave borrowing costs unchanged for most of this year. - May 06, 2019 - Everitt Lawson Group
Brian Mckinney Earns CERTIFIED FINANCIAL PLANNER Certification
Brian McKinney, CFP®, an Associate Financial Planner at Williams Asset Management has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and... - May 02, 2019 - Williams Asset Management
Findlay Nicolson – China Needs More Stimulus
Findlay Nicolson analysts warn that China’s economy needs ongoing stimulus measures to stabilize. - April 24, 2019 - Findlay Nicolson
Findlay Nicolson - Global Economic Rebound Unlikely in 2019
Findlay Nicolson economists say rapid global economic expansion is likely a thing of the past. - April 17, 2019 - Findlay Nicolson
Findlay Nicolson - China’s Economy Shows Resilience
Findlay Nicolson comments as China reports better than expected manufacturing activity in March as government stimulus measures take hold. - April 10, 2019 - Findlay Nicolson
Advance Capital Management Named a 2019 Best Places to Work for Financial Advisers by InvestmentNews
Advance Capital Management was chosen as one of this year’s top-75 firms based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. - April 03, 2019 - Advance Capital Management
Deloitte and Innovative Assessments to Help Improve Credit Scoring for the Underbanked
Deloitte and Innovative Assessments have entered into an alliance that will allow banks to reliably approve more loans among traditionally underserved consumers. - April 01, 2019 - Innovative Assessments
Findlay Nicolson – Asian Investors Weigh Global Risks
Findlay Nicolson survey reveals Asian investors are concerned about risks to global economy. - March 27, 2019 - Findlay Nicolson
Turtle Creek Management and Turtle Creek Trust Company Focuses Client Attention on the Recent Federal Tax Cut and Jobs Act
On December 20, 2017, Congress passed a statute originally named the Tax Cuts and Jobs Act (TCJA) which enacts a broad range of tax changes. The Act was signed by the President on December 22. One of the key provisions of the Act is for tax years beginning after December 31, 2017, corporate income... - March 27, 2019 - Turtle Creek Management, LLC
Findlay Nicolson to Attend Asian Investment Conference
Findlay Nicolson to attend annual Asian Investment Summit for the first time. - March 21, 2019 - Findlay Nicolson
Carlos Solari, Former CIO at the White House and Senior FBI Executive Director, Joins PlatinumDEX ICO as the Chief Information Officer
Carlos Solari has joined London headquartered Fintech PlatinumDEX as Chief Information Office. Carlos is an internationally known IT security expert, formally CIO of The White House, responsible for the IT systems for the Executive Office of two President’s. PlatinumDEX is a start-up licensed (pending) e-bank incorporating a global network of "hyper-secure" blockchain enabled crypto exchanges, at the early stages towards of an ICO. - March 13, 2019 - Platinumdex Limited
Michigan Adviser Authors Financial Guide for Entrepreneurs
Plymouth, Michigan financial adviser Wayne Titus, CPA/PFS, AIFA, has written a new book, entitled "The Entrepreneur's Guide to Financial Well-Being." The book debuts on Amazon.com March 12, 2019. - March 13, 2019 - AMDG Financial
Two Advance Capital Management Advisors Named “Best-in-State” for Michigan
Michael Hohf and Jeffrey Lido earn spots on Forbes magazine’s coveted top advisor list. - March 08, 2019 - Advance Capital Management
Gary Williams of Williams Asset Management Honored in Forbes’ Best-in-State Wealth Advisors List
President and Founder, Gary Williams, CFP®, CRPC®, AIF®, named to Forbes’ Best-in-State Wealth Advisors list for 2019. - February 22, 2019 - Williams Asset Management
Business Leaders John Thiel and Peter Lichtenthal to Speak at Social Capital 2019
Former Head of Merrill Lynch and Former Estée Lauder Global Brand President to join distinguished roster of speakers at invitation-only gathering of leading causes and partners in social impact in Alexandria, VA. - February 21, 2019 - My Next Season
MarketCurrents Spring Summit Draws Some of the Biggest Family Offices in March
MarketCurrents Wealth Management, the leading private wealth and family office publication, will host a number of prominent family offices on the 28th of March in New York City. The Spring Summit, which is part of MarketCurrents portfolio of events, will bring together some of the most... - February 13, 2019 - MarketCurrents
Malfitano Partners, the Global Business Asset Acquisition and Disposition Advisory Firm, Taps Retail Veteran Gary S. Carlton, to Expand Operational Bench
Malfitano Partners, a preeminent provider of advisory services in the asset acquisition and disposition industry, announced that Gary S. Carlton has joined the firm as a lead field supervisor. Gary S. Carlton joins the group after working in the retail field for over 30 years both in the United... - January 28, 2019 - Malfitano Partners
The Palm Beach Hedge Fund Association Welcomes the Van Hoek/Tremblay Team of UBS Private Wealth Management as Its New Member and Sponsor
The Palm Beach Hedge Fund Association (PBHFA) welcomes Cornelis Johannes "CJ" Van Hoek and Nathalie Tremblay from the Van Hoek/Tremblay team of UBS Private Wealth Management in West Palm Beach. - January 26, 2019 - Palm Beach Hedge Fund Association
Two Local Financial Firms Join Forces
ARGI and Stiles, Carter & Associates, CPAs, P.S.C., are pleased to announce a merger agreement, offering expanded financial services for the Central Kentucky region. ARGI, a Louisville-based personal and business financial advisory firm, opened its doors in Elizabethtown in 2016 when hometown... - January 26, 2019 - ARGI Financial Group
Aventura Corporate Campus Expands Its Footprint in the Technology Office Sector with an Investment of Over $5 Million
Aventura Corporate Campus, a Renaissance Property, in Aventura, Florida, with over 252,244-square-foot of Class A office space, at 20801, 20803, and 20807 Biscayne Boulevard, is further expanding its footprint in the technology office sector with an investment of over $5 million. The vision of... - January 23, 2019 - Renaissance Properties
Globtec Investment Group Debuts US$300 Million Investment Program to Capitalize Globalization-Ready Businesses in Turkey
Globtec Investment Group and a consortium of partner investors have embarked on a broad mandate to invest in suitable Turkish companies, with a focus on the Mechanical Engineering, Mining, and Tourism sectors. The program is designed to assist in the capitalization and development of Turkish companies by expanding their access to international markets and creating global business connections. - January 18, 2019 - Globtec Investment LLC
Oakmont Advisory Group, LLC to Welcome Local Radio Personality as Host of Popular Financial Radio Program
Locally, family-owned financial advisory firm Oakmont Advisory Group, LLC welcomes Scott Stiegler as host of their popular financial radio program. The Retirement Solutions Showaits every Saturday at 1:00 pm on 770 KKOB. - January 16, 2019 - Oakmont Advisory Group, LLC
Michael W. Drummond, AAMS®, Financial Advisor, Earns CEP®
The National Institute of Certified Estate Planners (NICEP) is pleased to announce the graduation of Mr. Michael W. Drummond from the Certified Estate Planner™ course. Mr. Drummond has successfully completed the advanced course work and qualifying examination to earn the professional... - January 14, 2019 - Drummond Wealth Management of Raymond James & Associates
Arrowroot Advisors Advises Reach Analytics on Its Sale to datadecisions Group
Arrowroot Advisors is pleased to announce that it served as the exclusive financial advisor to Reach Analytics, LLC (“Reach” or the “Company”) in its recently completed sale to datadecisions Group (“DDG”). Located in Redwood City, California, Reach is a... - January 10, 2019 - Arrowroot Real Estate
MarketCurrents Wealth Management Hosts Year End Summit for Family Offices
At a gathering at The Omni Hotel in New York City, MarketCurrents Wealth Management, a subsidiary of MarketCurrents LLC, a leading event and publishing company for the private wealth industry hosted an invite-only event for family offices on the 6th of December. The theme of the event centered on a... - December 28, 2018 - MarketCurrents
Globtec Investment Group Announces $170 Million Investment in Public Infrastructure and Real Estate Projects in the Visegrád States
Globtec Investment Group, a leading global investor in innovative infrastructure projects, today announced it is making a major and highly-anticipated entry to the European Union market. The company is investing $170 million in capital in public infrastructure and real estate projects in the V4, in partnership with an international investor consortium. Globtec is currently in talks with local authorities to finalize project details, including potential locations. - December 26, 2018 - Globtec Investment LLC
John Netto, Author of The Global Macro Edge, to Launch Central Bank Index Product
The ability to quickly assess the result of pivotal central bank decisions has been made easier through the creation of indexes by combining John Netto's expertise with the robustness of MPACT! Software. - December 18, 2018 - The Protean Trader
Christopher Weil & Company, Inc. Adds Teresa Beckwith to Its Team
Investor-Manager-Advisor firm continues strategic growth by hiring additional relationship manager. - December 13, 2018 - Christopher Weil & Company
EQDerivatives Launches Machine Learning/Alt Data Platform, machineByte
machineByte is a platform dedicated to machine learning in investment management across data, learning types, markets and asset classes. - December 08, 2018 - machineByte
Vanjia Corporation Announces Initial Coin Offering (ICO) for Vancoin
OTC Market: Ticker Symbol: VNJA. Vanjia Corporation is pleased to announce the Initial Coin Offering (ICO) launched worldwide on December 5, 2018. The initial reaction from the crypto-currency community has exceeded expectations, with positive responses from individual and institutional investors... - December 05, 2018 - Vanjia Corporation
Bridgestone Partners Launches New Dynamic Trading Account
Bridgestone Partners today announce the global roll-out of it’s new "Dynamic Trading Account," developed with investors in mind, The Dynamic Trading Account is transparent, secure, and easy-to-use. Available to all clients over the age of 25, investors can deposit profits generated... - December 03, 2018 - Bridgestone Partners
Silicon Prairie Investment Crowdfunding Portal First to Offer Self-Directed IRA Funding Option
Silicon Prairie Online (https://sppx.io), the first investment crowdfunding portal company to link blockchain based distributed ledgers under an Initial Crowd Offering model is pleased to announce the ability to invest with a Self-Directed Individual Retirement Account (SD-IRA) through an... - December 02, 2018 - Silicon Prairie Portal & Exchange
Hurricane Harvey Victim Writes the Book on Achieving Health and Wealth and Coming Back from Financial Hardship
In "The C.A.S.H. Formula" - a just-released how-to wealth-building book with a twist, author WenFang Bruchett shares her proven strategies for success that combine hard-hitting financial tactics with a dose of mindfulness and wellness. As founder of a company that helps starts-ups become... - November 29, 2018 - BlissFinance
IPAK Hosts Its 11th Annual State of the Association Luncheon
Results of the California Landlords Summit on Homelessness will be announced. - November 28, 2018 - Income Property Association of Kern
Dhanayoga Launches Global Multi-Asset Portfolio Advisory Services
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
John Thiel Joins My Next Season as Senior Advisor
John Thiel, widely admired financial services leader who steered iconic investment firm Merrill Lynch through a period of unprecedented change, including the acquisition by Bank of America, has joined My Next Season as Senior Advisor. Thiel will advance the company’s mission of supporting executives and early career professionals as they navigate career transitions, partnering with individuals and companies to ensure those transitions happen well. - November 10, 2018 - My Next Season
Advance Capital Management’s Grand Rapids Office Continues to Grow
Sean Egan, J.D., is the second new adviser to join the firm in the past two years. - November 09, 2018 - Advance Capital Management
The Palm Beach Hedge Fund Association Partners with Brightline
The Palm Beach Hedge Fund Association (PBHFA) is thrilled to announce a strategic partnership with Brightline. Brightline is the nation’s only privately owned, operated and maintained passenger rail service that is connecting Miami, Ft. Lauderdale, and Miami. - November 06, 2018 - Palm Beach Hedge Fund Association
Former Rothschilds Director and Current PlatinumDEX Chairman Supports "Roubini-Lite" Crypto Regulation
Veteran City of London Investment Banker, Rosamund Blomfield Smith, and Chairman of PlatinumDEX supports the idea of “proportionate” regulation in crypto in response to the US economist Nouriel "Dr. Doom" Roubini's recent demand to US Congress that crypto be banned. Proportionate legislation is needed, as the industry is failing to self-regulate adequately. - October 29, 2018 - Platinumdex Limited
PlatinumDEX's Focus on Building Confidence and Security Will Counter Recent Condemnation Directed at Crypto Ecosystem
PlatinumDEX's delivery of a global network of secure crypto exchange with strong corporate governance and proper KYC, AML and ATF protocols will answer much of the criticism aimed at the digital assets financial market. The North Korean Hackers $500 USD million thefts and Nouriel "Doctor Doom" Roubini verbal attacks are a wake-up call to the industry. - October 26, 2018 - Platinumdex Limited
MarketCurrents Wealth Management Hosts Annual Investment Trends Summit
MarketCurrents held a closed-door summit bringing together a number of family offices on the 17th of October at the Omni Berkshire in Manhattan. The event covered investment trends notably in hedge funds, private equity and real estate. RSM co-hosted the event. Ben Berger, who is a partner at RSM... - October 24, 2018 - MarketCurrents
Asian Wealth Surges as MarketCurrents Publishes Its 3rd Annual Emerging Markets Reports with Findings on Key Regions
In its third annual emerging markets report, MarketCurrents looks at three of the largest private wealth markets - India, China and the Middle East. The publication spoke to principals of single and multi-family offices in each. The phenomenal growth of private wealth in emerging markets in the... - October 22, 2018 - MarketCurrents
Business Intelligence Technologies, Inc. to Deliver Power BI and Other Microsoft Services as "Outsourced Business Intelligence"
“BI Tech,” an experienced team of BI and CPM professionals from PARIS Technologies, will now leverage MS BI tools - “it’s all about collaboration” - in its delivery of customer-centric solutions. The focus will be on deriving more value from products in place, from SQL Server to Power BI to Excel, along with other synergistic technologies. - October 19, 2018 - Business Intelligence Technologies, Inc.