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Trinova Capital launches ambitious global client initiative to drive next decade of growth for the firm. - March 07, 2016 - Trinova Capital
BondIT has been selected as a finalist for the FinTech Innovation Awards 2016. The selection was for the Innovation in Wealth, Asset and Investment Management category. “The need for a revolution in the fixed income advisory is more evident than ever,” said Etai Ravid, BondIT CEO &... - March 03, 2016 - BondIT
Pension Focus 2016 announces the speaker line-up for its annual conference at Chateau on the Lake, Branson, Missouri on May 19th and 20th, 2016. Sponsored by Pension Consultants, Inc. of Springfield, Missouri, this conference will feature the latest updates in retirement plan oversight and monitoring. - March 02, 2016 - Pension Consultants Inc
Pension Consultants, Inc., a leader in offering in-depth, un-conflicted advice on every aspect of retirement plan management, was recently named one of five finalists for the 2016 PLANSPONSOR Retirement Plan Adviser of the Year award. PLANSPONSOR, a national publication, is the leading authority on retirement... - February 25, 2016 - Pension Consultants Inc
The report will reveal user preferences for technological functionalities in today’s regulatory stringent market and available technological potential of providers. To list your provider in the Survey please email the Financial IT team. - February 19, 2016 - Financial IT
Tax strategist, keynote speaker, and seasoned entrepreneur Nick Fortune talks about why the wealthy are so wealthy, and how businesses become successful. - February 18, 2016 - Fortune DNA
Kristen Deevy has joined Strategic Retirement Partners, a national retirement plan consulting firm. Deevy will be servicing clients and growing the practice in the Rocky Mountain market. She will also be leading Strategic Retirement Partners Social Media Campaign. With more than 15 years of experience,... - February 16, 2016 - Strategic Pension Group
Announcing GBPensions' sponsorship of the Roycroft Vintage Festival 2016, on Sunday March 13th at Hampton Downs Motorsport Park. - February 15, 2016 - GBPensions
Sam Henderson of Henderson Wealth Partners, a full-service, independent wealth management firm, along with Christopher P. Hennessey, a lawyer and C.P.A. and member, Putnam Business Advisory Group, will present a complimentary seminar “The Current Tax Landscape” on Thursday, February 11 from... - January 29, 2016 - Henderson Wealth Partners
Transferring assets by way of life insurance can beneficially impact the future generations’ pension outlook. - January 29, 2016 - Ephraim Global
Investors, single and multi-Family Office owners, finance experts including CPA’s, lawyers, investment advisors and portfolio managers will converge in Monterey, California for the Global Family Office “Capturing New Opportunities and Mitigating Risk” conference. This enlightening and... - January 29, 2016 - GFO Summit
35 female insurance professionals make up this year’s list of industry trailblazers in the Insurance Business Canada Women of Influence report. - January 28, 2016 - Key Media
Absolute Capital has launched two new mutual funds which offer active management in response to changing market conditions. The strategies provide for market participation with a focus on risk management. The Absolute Capital Asset Allocator Fund and Absolute Capital Defender Fund are managed by the... - January 25, 2016 - Absolute Capital Portfolio Management Group
Gerard Fournier to manage Ephraim Global International Unconstrained Bond Fund. - January 24, 2016 - Ephraim Global
The merger of technology and investor engagement describes "The Future of Financial Planning." - January 20, 2016 - Ephraim Global
OnTrajectory.com is a financial technology startup that has created a high-fidelity financial planner that maps out users’ financial trajectories using income(s), investments, assets, and expenses all in one graph displaying a user's financial future. The software is fully functional via web browsers... - January 20, 2016 - OnTrajectory.com
Insight Wealth Partners continues to grow with the addition of former financial services executive, Brian Finnigan, AIF®, as financial advisor. - January 13, 2016 - Insight Wealth Partners
Strategic Retirement Partners (SRP) is reaching out to retirement plan sponsors around the country to invite them to their first national Webinar on Jan. 19 starting at 1 p.m (EST). The hour-long webinar will focus on fee analysis and benchmarking for retirement plans. SRP encourages Plan Sponsors to... - January 13, 2016 - Strategic Pension Group
Absolute Capital has now been ranked as one of America’s fastest growing companies for five years in a row. Brian Osborn, Managing Director at Absolute Capital states “We are extremely proud to achieve these honors. It is a direct reflection of our team’s abilities and the confidence... - January 11, 2016 - Absolute Capital Portfolio Management Group
Shannon Maloney wins Inaugural NAPA (National Associate of Plan Advisors) Top Women Retirement Advisor All Star Award. - January 09, 2016 - Strategic Pension Group
Jennifer L. McCoy has joined the Strategic Pension Group as their Senior Director of Client Management, where she will be assisting clients in identifying their retirement plan needs and aligning plan design and administration to maximize their goals. With 20 years of experience, McCoy is an Accredited... - January 09, 2016 - Strategic Pension Group
In their recent growth, Strategic Pension Group has added Sarah Hughes to their team as Director, Client Management. In this position, Hughes will consult with clients to establish best practices, conduct comprehensive committee meetings, and assist in managing fiduciary obligations of plans. Hughes... - January 09, 2016 - Strategic Pension Group
Active Management Nor (Aktiv Forvaltning) is pleased to announce the launch of Active Management Nor Gold Fund (AMNGF) - Scandinavia's first open end commodity scheme. AMNGF aims to provide maximum exposure to prices of Gold, by investing in deliverable gold based futures contracts available at a commodity exchange (New York, London). AMNGF has an initial offering from January 21-28, 2016 with No Load and will be open for subscription subsequently. - January 07, 2016 - Active Management Nor
Restructuring and asset acquisition industry veteran announces the opening of legal and advisory practices. - January 07, 2016 - Malfitano Partners
Momentum Eliminates Need for Brokers, Jargon - January 06, 2016 - Momentum
ARGI Financial Group, a Louisville, Kentucky based wealth management firm has established ARGI Gives, a charitable program dedicated to improving the lives of others in the communities they serve. Beginning in 2016, ARGI Gives will provide grants and volunteer support to nonprofit organizations in the... - December 24, 2015 - ARGI
Fund’s goals will continue to be income and long term capital development. - December 16, 2015 - Ephraim Global
More than 50% of non-retired individuals above 55 consider they aren’t old enough to retire and plan to continue working. - December 12, 2015 - Ephraim Global
Seth Mantell discusses the invisible forces that impact investment decisions. - December 09, 2015 - Ephraim Global
Williams Asset Management was recently named as the winner in the financial advisor category in The Baltimore Sun’s “Best of Howard” contest. - December 09, 2015 - Williams Asset Management
Ephraim Global donates charitable offerings for the 3rd edition of its charitable program. - December 05, 2015 - Ephraim Global
Willow Grove, Pa.'s Franklin Retirement Solutions announces that president and co-founder Peter Wechsler - Your Retirement Quarterback® - has been named a FIVE STAR Wealth Manager for the fourth consecutive year. The award is Wechsler's seventh consecutive annual service award. - December 04, 2015 - Franklin Retirement Solutions
Business owners are well-positioned to offer the necessary instruments and resources for workers to prosper financially. - December 03, 2015 - Ephraim Global
To provide a product for clients and customers alike to use on a day to day basis in order to manage their finances. Today, finances plague our lives day in and day out and it simply does not have to. Visit the OutReach Financial website to learn how you can manage your finances at home. - December 03, 2015 - OutReach Financial LLC
The Green Rock Group LLC announces the acquisition of a non-performing note by a single purpose entity funded by a NYC private equity fund. The note is secured by a 200,000 sf facility in Monmouth County, NJ. - December 02, 2015 - The Green Rock Group
The best service providers to the insurance industry have just been announced in Insurance Business America magazine’s ‘Best of the Best 2015’. This list recognizes the leading companies and products that support the industry as chosen by independent agents and brokers. Insurance Business... - December 02, 2015 - Key Media
Alexandra (Allie) Henderson has joined Henderson Wealth Partners (HWP) as an Insurance Specialist. Allie will help Henderson Wealth Partners grow and expand its depth of services, particularly long-term health care insurance, while continuing HWP’s tradition of offering personalized, unbiased financial... - December 02, 2015 - Henderson Wealth Partners
Clive Gunner to take over responsibilities from interim director Tatsuo Kurosawa. - November 29, 2015 - Ephraim Global
Ephraim Global inaugurates optimized advisory service. - November 25, 2015 - Ephraim Global
Drapella Capital Management Sees 4 Key Reasons Why U.S. Corporate Earnings Can Continue to Grow and Drive Equity Market Returns in 2016. - November 24, 2015 - Drapella Capital Management
Cairn University Adopts SponsorPlus. - November 21, 2015 - Retirement Plan Advisors
Study identifies a number of issues that make operations a vital factor for success. - November 19, 2015 - Ephraim Global
Bulgarian Broker and Fund Manager Matador Prime has issued a license under the Bulgarian Financial Supervision Commission (FSC). The license permits Matador Prime to conduct business as an investment intermediary within the European Union and European Economic Area under MiFID. The newly formed broker... - November 17, 2015 - Archer Consultants
Ivar Frandsen to take over responsibilities from interim CAO, Ryo Iwadare. - November 14, 2015 - Ephraim Global
Company organizes corporate initiative to support local blood banks in enhancing their reserves. - November 12, 2015 - Ephraim Global
An educational workshop titled "Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know About Medicare and Long-Term Care" has been scheduled for 9:00 AM on November 21 at Elliott and Associates Wealth Advisors, Inc located at 1225 Johnson Ferry Rd, Suite 600, Marietta,... - November 11, 2015 - Elliott & Associates Wealth Advisors, Inc.
A recent study conducted by Ephraim Global revealed that up to 75% of Japanese employees consider that their working lives are affected by longer hours spent at the office. - November 08, 2015 - Ephraim Global
Mackey McNeill, internationally published author, speaker and CEO of intention-based financial planning firm Mackey Advisors,™ has released her award winning book, "The Intersection of Joy and Money." Originally released on 2002 and now in its second edition, The Intersection of Joy and... - November 06, 2015 - Mackey Advisors
35 Independent insurance agencies make up the list of top industry performers in the country. - November 06, 2015 - Key Media
Ephraim Global recommends focusing on the long-term fundamentals of the investment industry. - November 06, 2015 - Ephraim Global
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