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Within Asset Management
ARGI Announces ARGI Trust
ARGI, a personal and business financial advisory firm, partners with Advocacy Trust to provide new trust offering. - August 06, 2020 - ARGI Financial Group
BitRoyal Exchange is Back with a Big Announcement
Indian Digital Currency is at the peak during COVID-19 and BitRoyal Exchange, an authentic US-based cryptocurrency exchange proudly announced that they are launching soon in India with a lot of additional features. Accomplishing a wide market in the US, BitRoyal’s arrival in India is making the Indian audience more curious. Here is what the CEO of BitRoyal has to say about their launching in India and about the platform. - August 05, 2020 - BitRoyal Ltd.
Jason Groth Earns Certified Financial Fiduciary® (CFF) Designation
Jason Groth, Advisor at Safe Harbor Solutions, has earned the Certified Financial Fiduciary® (CFF) designation. He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary® designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest first. - August 01, 2020 - Safe Harbor Solutions
Advance Capital Management Named to 2020 Financial Times 300 Top Registered Investment Advisers
Advance Capital Management is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fourth year in a row that Advance Capital Management has been listed. - August 01, 2020 - Advance Capital Management
Bitfury’s Crystal to Assist the Ukrainian Ministry of Digital Transformation
Crystal Blockchain is proud to collaborate with the Ministry of Digital Transformation, Ukraine’s committee for digital transformation to introduce financial monitoring for virtual assets. - July 26, 2020 - Crystal Blockchain
Florida's Reverse Mortgage Center Announces Launch of New Interactive Website
Florida's Reverse Mortgage Center has announced the launch of their new, interactive website: www.FLRMC.net. This website promises to bring fast and easy information about reverse mortgages to seniors all over Florida. CEO Rick Foxx had this to say: "I'm pleased as Punch. Not only does the... - July 22, 2020 - Florida's Reverse Mortgage Center
Silverbrook Capital Enters Boise Real Estate Market
Firm Closes on Two Real Estate Transactions in the Boise Metro Area. Silverbrook Capital, a Las Vegas-based investment firm, today announced the closing of two real estate transactions in the Boise Metro area. “The region is one of the fastest growing metro areas in the United States and... - July 22, 2020 - Silverbrook Capital
Daryon Hotels Announces the Launch of Cathedra Online Portal
Cathedra, a comprehensive web portal, provides hotel owners, investors and managers with complete knowledge of hotel operations. - July 17, 2020 - Daryon Hotels International LLC
Foxx and Associates Announce New Reverse Mortgage Venture: Florida’s Reverse Mortgage Center
Foxx and Associates have announced a new venture, Florida’s Reverse Mortgage Center, a company created to educate and help seniors navigate the Reverse Mortgage process. Rick Foxx, Foxx and Associates Mortgage’s CEO and founder spoke about this exciting, new company, “I’m... - July 09, 2020 - Foxx and Associates
HousingIQ Survey: Kentucky REALTORS® Confidence Continues to Rise
Homebuyers push prices higher as slower pace of new listings forces bidding wars. - July 05, 2020 - WAIN Street
Christopher Campbell Achieves Prestigious Top of the Table MDRT Qualification
Christopher Campbell, Founder and CEO of CJ Campbell & Associates in Rockville, MD has qualified for MDRT Top of the Table, a coveted milestone achievement for membership in Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals® Top of the Table is an... - June 19, 2020 - CJ Campbell and Associates
The Palm Beach Hedge Fund Association Forms a Strategic Partnership with Echo Fine Properties
The Palm Beach Hedge Fund Association is pleased to announce a strategic partnership with Echo Fine Properties. With a history of leading luxury real estate sales in Palm Beach County, Echo Fine Properties is uniquely suited to assist the hedge fund and financial community migrating to the region. - June 18, 2020 - Palm Beach Hedge Fund Association
Nicole Caringal, Leader in the Financial Service Industry, Joins Award-Winning Valliant Wealth Strategies Team
Valliant Wealth Strategies is pleased to announce the addition of Nicole Caringal, CERTIFIED FINANACIAL PLANNER™ provider, to its award-winning financial services team. Caringal brings over twenty years of finance experience with a long, successful career in management and compliance with... - June 17, 2020 - Valliant Wealth Strategies
Salvus Reports on Cyprus Investment Funds
SALVUS Funds, as key provider of fund services in Cyprus, have summarized the Statistics Department of the Central Bank of Cyprus (CBC) data release of May 2020 for Investment Funds based in Cyprus. The reporting frequency is quarterly, and the current data set period includes data until the end of March 2020. This set of data captures a good part of the COVID-19 impact, which saw global markets crash within February and partly recovering within March. - June 08, 2020 - Salvus Funds
Eastern Shore Wealth Advisor, Mary Ellen Valliant, Named One of Forbes’ Top Advisors in the Nation and in the State
Mary Ellen Valliant, Founder, Managing Partner of Valliant Wealth Strategies, Accredited Institutional Fiduciary, and Raymond James Leaders Council member, was named to the Forbes’ Top Women Wealth Advisors in the nation and Best-In-State Wealth Advisors for the state of Maryland. Of the top... - June 08, 2020 - Valliant Wealth Strategies
MAS Advisors, LLC Acquires Insurance Agency, Synergy Life Brokerage Group
MAS Advisors, LLC, a Miami based investment advisory firm, through its Principal and Managing Member, Ricardo R. Calderon, has acquired Synergy Life Brokerage Group, LLC. Its founder, Robert Stuchiner, will continue to provide his guidance and expertise as the agency continues to grow. - June 04, 2020 - MAS Advisors, LLC
HousingIQ Survey: Kentucky Homebuyers Bid Up Prices as Sellers Hold Back
Three out of five REALTORS® say sellers are holding back listings due to current economic uncertainty while an equal number report buyers are returning. - June 02, 2020 - WAIN Street
ALTA Estate New Website
ALTA Estate Services, LLC has recently launched its new comprehensive website to better service its clients and the general public located in Tucson, Green Valley and Sierra Vista, Arizona. ALTA Estate Services, LLC specializes in legal document preparation in the areas of trusts and estate... - May 31, 2020 - ALTA Estate Services, LLC
DTS Financial Group Has Now Moved to Fee Based
DTS Financial Group in Irvine, CA has now moved to a fee based practice. What is a fee based practice? Fee base means that you are charged a fee for personalized services like financial planning, retirement planning, social security planning, estate planning, and optimal retirement income planning. - May 29, 2020 - DTS Financial Group
MetricStream and Compliance.ai Offer Enhanced Regulatory Change Management Solution for Financial Institutions
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 and Northeast Professional Planning Group, Inc. (NPPG) Expanding Partnership
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... - May 10, 2020 - NPPG, Inc.
HousingIQ Survey: Kentucky Homebuyers Retreat as Sellers Hold Firm
House prices to hold steady as sales volumes decline. - May 06, 2020 - WAIN Street
Jennifer Lang Financial Services Launches New eBook to Tackle the Financial Planning Issues of Women
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.
Dave Ramsey Organization Announces Asa Lakeman, CFP®, CFS of Lakeman Financial as a Smartvestor Pro
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... - May 03, 2020 - Lakeman Financial
Advance Capital Management’s Terra Hohf Named to Forbes Top Women Wealth Advisor List
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... - April 29, 2020 - Advance Capital Management
SelFin Partners with Innovative Assessments to Help Increase Credit Access for Indian MSMEs
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
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... - April 24, 2020 - Lakeman Financial
GetBucks Adds Innovative Assessments’ New Credit Scoring Technology
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... - April 15, 2020 - Innovative Assessments
GIS General Fund Holds Steady During Economic Volatility
A life settlements fund, GIS General Fund, set to weather the financial storm from COVID-19 pandemic. - April 01, 2020 - GI Asset Management
Scrooger - New Independent Financial Comparison Platform - Has Launched
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 to Provide Distribution and Commentary on Select Blockchain Research Institute Reports
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... - March 23, 2020 - BEQUANT
Flanks Becomes the First Company of Europe in Offering Product Aggregation of Investments
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 Has Closed Its Second Fund at $170 Million
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
Kipley Lytel’s Investment Firm Recognized as Region’s Top 20 Financial Advisors
Expertise Ranked Kipley J. Lytel and Montecito Capital Management as Top 20 Regional Financial Advisors for 2020. - March 13, 2020 - Montecito Capital Management Group
Forex Industry Veterans to Launch New “App Store” Marketplace; OQ Trading Technology is Redefining FX Technology Through Innovative Solutions
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... - March 05, 2020 - OQ Trading Technology
Experienced Financial Planner Launches Lakeman Financial to Better Serve Clients
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... - February 29, 2020 - Lakeman Financial
MarketCurrents WealthNet Announces 2020 Family Office Event Schedule
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... - February 28, 2020 - MarketCurrents
BEQUANT Prime Brokerage Launch Continues at Cryptocompare’s Digital Asset Summit
BEQUANT co-hosting institutional finance leadership at Cryptocompare's Digital Asset Summit March 10,2020. - February 22, 2020 - BEQUANT
Michael Landsberg, Chief Investment Officer at Landsberg Bennett Private Wealth Management Was Recognized on the 2020 Forbes Magazine Best-in-State Wealth List
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... - February 06, 2020 - Landsberg Bennett
BEQUANT Adds Cardano (ADA) Trading Pairs to Its Market Leading Exchange Platform
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... - February 05, 2020 - BEQUANT
BEQUANT CEO George Zarya Confirms No Bitcoin-Markets Correlation After China Virus and Market Tumble, Launches Prime Brokerage and Partnerships
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
Gary Williams of Williams Asset Management Named in Forbes’ Best-in-State Wealth Advisors List for 2020
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
2020 Begins with a Bang for Clear Capital Partners as Two Additional Childcare Centers Are Added to Its Ever-Growing Portfolio
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... - January 25, 2020 - Clear Capital, LLC
Two Advance Capital Management Advisors Named “Best-in-State” for Michigan
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 George Zarya and Team at Davos 2020 for Prime Brokerage Launch
BEQUANT CEO and Team in Davos launching the company's Prime Brokerage product with major industry. - January 24, 2020 - BEQUANT
Equity Consortium Agrees to Acquire Stakes in New York's Astoria Energy Facilities
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. - January 18, 2020 - APG Asset Management US Inc.
Digital Asset Firm BEQUANT at Davos 2020 to Further Engage Major Industry
BEQUANT Engaging DAVOS 2020 on digital assets for major industry. - January 18, 2020 - BEQUANT
Copper Canyon LLC Investment Advisory Celebrates the Launch of Two New Portfolio Models
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 Ginsberg Welcomed Into Cetera Financial Specialists Group of Top Advisors for 2019
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
BitRoyal Starts New Year 2020 with More Exciting User Experience
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.