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Many agents and financial advisors search for legitimate ways to compare quotes online for insurance, and the Qooter Team hopes to end that search with this new app. Qooter is a very simple tool, where you just click a few basic dropdowns and the app will compare prices among many top rated insurance... - June 25, 2016 - Mintco Financial
The Active Transportation Alliance partnered with The Advise Us Fund to offer expanded giving options to donors. This new partnership will go a long way in supporting Active Trans in its future development and planned giving efforts. - June 23, 2016 - The Advise Us Fund
31 inspiring private practice lawyers make up this year’s NZ Lawyer Hot List. - June 23, 2016 - Key Media
David Borden of CCR Wealth Management is pleased to announce that he has been named to the Financial Times 400 Top Financial Advisers, as of March 31, 2016. The list recognizes top financial advisers at traditional broker-dealer firms from across the U.S.
This is the fourth annual FT 400 list, produced... - June 22, 2016 - CCR Wealth Management
Mark Palmerino, financial consultant and partner at CCR Wealth Management, recently attended Cetera Advisors’ annual awards conference where he accepted the Ensemble of the Year award on behalf of his firm. This team of top producing, seasoned professionals gained this honor by leveraging distinct... - June 21, 2016 - CCR Wealth Management
PrivCap Holdings acquired Wynnewood Apartments. - June 19, 2016 - PrivCap Companies
PrivCap Holdings, a subsidiary of Boca Raton based PrivCap Companies, successfully sold Aspen Place Apartments in Columbus, OH (PrivCap Buckeyes) yesterday, netting investors a 41% IRR over 22 months.
PrivCap Holdings continues to generate high yielding multifamily investment opportunities for investors... - June 17, 2016 - PrivCap Companies
JPCM has entered into a long-term partnership with Coach Mo Football Camps as the Primary Sponsor. These camps entail personal instruction, coaching and installation of football fundamentals to children from 1st through 12th grade. - June 17, 2016 - JP Capital Management
David Borden, Managing Partner says, “Since inception in 1998 our firm has grown from a startup entity to a team of 16 that manages more than $1.1 billion in assets for individuals, corporations, retirement and pension plans and nonprofit organizations. Along with our past growth, we continue to grow the practice at some 20 percent per year. Adding these professionals to our team will allow us to keep up with that growth and give our clients the excellent service they expect.” - June 14, 2016 - CCR Wealth Management
30 MGAs have been given five-star marks in the latest report by Insurance Business America. - June 11, 2016 - Key Media
Receive Important Elder & Estate Planning Education in Kansas City, MO - June 09, 2016 - Gaughan & Connealy
IASG Alternatives is an independent and highly specialized financial services group that provides access to a premier platform of managed futures investments designed to meet the needs of sophisticated investors. Managed Futures Specialist Expands Team to Meet Increased Demand from a Growing Client Base for Alternative Investments. - June 07, 2016 - IASG Alternatives LLC
Wealth Professional magazine has released this years list of the fifty individuals transforming the Canadian wealth management industry. - June 04, 2016 - Key Media
Leading insurance publication Insurance Business America has been named a finalist in the 2016 Azbee Awards organized by the American Society of Business Publication Editors.
From 1,144 entries, Insurance Business America has received finalist nominations in the following categories:
· Magazine... - June 04, 2016 - Key Media
It is estimated that 954,000 seniors are currently skipping meals as a result of financial abuse – states the True Link Report on Elder Financial Abuse 2015. Waddell & Reed, Estate Planning Kansas City, and ReeceNichols Leawood South are proud to announce a Seasons of Retirement event: Scams... - June 02, 2016 - Waddell & Reed
The wildfire still rages on in Alberta Canada, recently consuming an evacuated oil sands camp while threatening at least a dozen other sites in the oil sands region. Despite this fact, the best of humanity rises up as RAM Modular and a host of other modular building companies opened up their camps to... - June 02, 2016 - Ram Modular
Overland Park attorneys, Chris Gaughan and Casey Connealy, release step-by-step instructions for choosing the right elder law attorney for your legal needs. - May 27, 2016 - Gaughan & Connealy
Human Resources Director magazine together with Maxxia reveal the best companies to work for in Australia. - May 27, 2016 - Key Media
Sila Capital has recently partnered with H.M. Mac, an Indiana development and construction company, on the the development of Echo Park, a 143 unit apartment complex in Bloomington, IN.
The town of Bloomington offers urban amenities while located in the hilly, forested landscape of south-central Indiana. - May 26, 2016 - Sila Capital
Williams Asset Management proudly announces that Brian McKinney has been hired as a Financial Planning Services Specialist. - May 26, 2016 - Williams Asset Management
LockeBridge Investment Bank announced today that it has acted as the exclusive financial advisor in the sale of Winning Proposals, Inc. to WP Ventures, LLC. Based in Vienna Virginia, Winning Proposals has supported the government contracting community with support services on over 1500 bid responses... - May 25, 2016 - LockeBridge Capital Partners
Mortgage Professional America magazine recognizes 100 of the most inspiring women in the mortgage industry. - May 22, 2016 - Key Media
A ranking of the country’s 75 top brokers has just been released by Canadian Mortgage Professional magazine, - May 21, 2016 - Key Media
The 3rd largest automotive company in the nation, Group 1 Automotive, headquartered in Houston, Texas recently contracted with Pivotal Tax Solutions to provide a comprehensive line of real property tax services for their national dealerships.
This partnership is significant as Group 1 Automotive owns... - May 20, 2016 - Pivotal Tax Solutions
RPA to present at the college’s Human Resources Symposium June 8-10. - May 17, 2016 - Retirement Plan Advisors
Howard Slater, partner and principal of Cedar Brook Financial Group, and consummate volunteer devoted to teaching financial literacy to students, completed courses at two Cleveland schools. - May 16, 2016 - Cedar Brook Financial Partners LLC
Scott Morrison, the Treasurer of Australia, recently made a statement saying that his first budget will be unlike any budgets that Australia has seen. Morrison hinted towards a tax cut and said that he plans to increase education spending. - May 14, 2016 - Nikko-Desjardins Asset Management
Stephen Peters, Founder and CEO, today announced the appointment of Stacy Beane as Chief of Staff at VisionQuest Wealth Management. In a newly created position, she will be responsible for driving the firm’s strategic plan, special projects and most importantly, VisionQuest’s client experience... - May 14, 2016 - VisionQuest Wealth Management
The recently released 2016 US Specialty Brokers list features 149 agencies that found success through specialization. - May 13, 2016 - Key Media
As part of their continuing commitment to clients regarding sustainability and longevity of their successful execution of client investment objectives, McElhenny Sheffield Capital Management (MSCM) is pleased to announce that the Spar Investment Counsel team has joined the firm. - May 13, 2016 - McElhenny Sheffield Capital Management
FSI Advocates for Main Street Americans’ Access to Objective, Affordable Financial Advice. - May 06, 2016 - Williams Asset Management
IASG Alternatives LLC is an independent and highly specialized financial services group that provides access to a premier platform of managed futures investments designed to meet the needs of sophisticated investors. - May 04, 2016 - IASG Alternatives LLC
Generosity of Thrivent members in 2015 makes a difference throughout the state. - May 01, 2016 - Blue Ridge Group of Thrivent Financial
Twenty five wealth advisors have been recognized in a list of the industry’s most promising young professionals. - April 30, 2016 - Key Media
There are significant advantages of making group long term care insurance available in the workplace reports LTC Insurance Consultants. - April 28, 2016 - LTC Insurance Consultants
Capital Services' Chief Data Scientist, Alfred Furth, will be a featured panel speaker at FICO World, April 26-29 in Washington, D.C.
Furth will share best practices for the evaluation and adoption of FICO Score 9, and describe how Capital Services uses scorecards, prediction tools, and analytics to... - April 27, 2016 - Capital Services
Finogy, a new online investing platform, is creating a biometric app on Indiegogo. - April 27, 2016 - Finogy
Capital Services credit card accounts were up 29 percent over 2014, significantly higher than the 23 percent growth the company had predicted for 2015. - April 24, 2016 - Capital Services
US Court Rules in Favor of John K. Baldwin and Bridge Capital Against the Government of Laos noting that its claims were based on little more than unsupported allegations of wrongdoing” and finding that it was “essentially motivated by bad faith.” - April 12, 2016 - Bridge Capital
Samuel Shakeson has been appointed to Trinova Capital's Equity Research Team to focus on speciality pharmaceuticals equities. - April 02, 2016 - Trinova Capital
New Social Security Claim Options can be Confusing for the Layman - April 02, 2016 - RMH Advisors, LLC
At a recent technology expo SXSW in Austin, Texas, USA, Charles Leung, Chief Investment Officer with Joyo Financial Ltd gave an insight into what's in store for this year. - March 25, 2016 - Joyo Financial
Association names Mitchell as one of nation’s foremost "Young Gun" retirement plan advisors. - March 24, 2016 - Retirement Plan Advisors
Trinova Capital have expressed today that the Tokyo-based equity research firm is on target to achieve their best ever fiscal quarter. - March 24, 2016 - Trinova Capital
Trinova Capital announces new program to support volunteering and community service for employees. - March 23, 2016 - Trinova Capital
Eagle Technology, developer of a leading CMMS solution designed to assist clients with maintenance management needs, announces they are a recipient of an international export development grant from the Milwaukee 7 region. The Export Development Grant program combines funding with mentorship and guidance to help small businesses take advantage of opportunities for overseas expansion. - March 17, 2016 - Eagle Technology
Leading independently owned global financial advisory group based in UAE offers holistic Shariah wealth management and financial planning solutions. - March 16, 2016 - Holborn Assets
Gary S. Williams, President and Founder of Williams Asset Management in Columbia, Maryland gathered with a group of leading financial advisors invited to participate in Commonwealth Financial Network®’s Chairman’s Retreat, February 22–24, 2016, in Miami, Florida. Chairman’s... - March 16, 2016 - Williams Asset Management
Phil Senderowitz has joined Strategic Retirement Partners, a national retirement plan consulting firm. Senderowitz will be servicing clients and growing the practice in the Central Florida market. He will also be an integral member of the SRP investment committee.
With more than 2 decades of experience,... - March 15, 2016 - Strategic Pension Group
Jeff Cullen was recently named one of the 10 semi-finalists for NAPA (National Association of Plan Advisors) 2016 401(k) Leadership Award.
The award is in its 9th year and Cullen was selected from over 150 nominations. Cullen has dedicated his practice to serving retirement plans for over a decade. - March 15, 2016 - Strategic Pension Group