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Introducing Arrowroot Real Estate's First Acquisition
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... - March 30, 2018 - Arrowroot Real Estate
ARGI Recognized by Ohio/Kentucky ESOP Association
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... - March 29, 2018 - ARGI Financial Group
TaaS Launches the Updated Cryptographic Audit, Cornerstone of Its Declaration of Transparency
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
Male Leaders Are Less Likely to Mentor Upcoming Female Leaders Post #MeToo; NextGen Orgs Can Reverse This Disturbing Trend
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
NEXT.exchange is Burning More Than 95 Million of Its Tokens
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
Shop the Latest America The Beautiful Series Release Now at APMEX
APMEX, Inc., a leading Precious Metals e-retailer based in Oklahoma City, is thrilled to announce the latest release in the America the Beautiful Silver Bullion Coin™ series is now available for pre-order. The 2018 5 oz Silver ATB Apostle Islands National Lakeshore Park, WI, marks the second... - March 24, 2018 - APMEX, Inc.
KOMSCO Announces New 2018 Silver Chiwoo Cheonwang and Tiger Coins
APMEX, Inc., a leading Precious Metals retailer based in Oklahoma City, is excited to announce the latest releases from KOMSCO with the 2018 1 oz Silver Chiwoo Cheonwang and 2018 1 oz Silver Tiger medals. - March 23, 2018 - APMEX, Inc.
Happy 9th Anniversary Bull Market; Diversifying Your Investments Now May be the Best Way to Survive the Next Bear Market (a 20% Drop) in Stock Prices
Vanguard and Goldman Sachs recently predicted that the odds of a "correction" which is a 10% stock market drop, or a "bear market" a 20% drop, are from 70%-88% respectively. Research from 7Twelve Advisors, LLC suggests that a deeply diversified investment portfolio may be an ideal way to absorb a significant stock market shock. - March 22, 2018 - 7Twelve Advisors, LLC
Idio Celebrates Gramercy Institute Award for Personalization
The company’s AI-powered approach has won the Personalization category in the 15th Annual Gramercy Financial Marketing Strategy Awards. - March 22, 2018 - Idio
Jenn King, CFP® Joins PARAGON Wealth Strategies
PARAGON Wealth Strategies, LLC, a boutique wealth management firm headquartered in Jacksonville, FL, announced today that Jenn King, CFP® has joined their firm as a Senior Financial Planner and Investment Advisor Representative. Jenn has spent her 17 years in the industry focused on a... - March 22, 2018 - PARAGON Wealth Strategies, LLC
APMEX Introduces Next Royal Mint Queen’s Beasts Release – Plus Enter to Win 150oz of Silver
APMEX, Inc., the nation’s largest Precious Metals e-retailer, is excited to introduce the latest in The Royal Mint’s highly popular Precious Metal bullion Queen’s Beasts series – The Red Dragon of Wales. Plus, for a short time, be entered to win 150 oz of Silver to celebrate... - March 22, 2018 - APMEX, Inc.
Michael W. Landsberg Named to the 2018 Barron's Magazine Ranking of Top Financial Advisors in America, State by State Ranking, for the 7th Time
Michael Landsberg, Partner, of Landsberg Bennett Private Wealth Management in Punta Gorda, Florida has been recognized as a 2018 Top Financial Advisor by Barron’s Magazine as announced in the March 10th issue. “It’s an honor to again be named to this ranking,” Landsberg... - March 21, 2018 - Landsberg Bennett
IOB llc Acquires Significant Stake in Regulated Financial Company in UK
By investing in regulated, licensed and legal broker-dealers, trading systems and clearing agents in the US, UK and Germany IOB llc will bring together an alliance of regulated entities to facilitate a global platform across multiple jurisdictions for trading, corporate finance, funds, accelerators and building of sustainable pathways for the future and supporting the needs of forward-thinking jurisdictions. - March 16, 2018 - IOB LLC
Malfitano Advisors Welcomes Allen Wong and Stephanie Gould as Advisory Platform Expands
Malfitano Advisors, a unique advisory group based in New York City, expands its bench with two additional seasoned finance professionals. - March 14, 2018 - Malfitano Partners
Three HUB International Consultants Recognized by Risk & Insurance® Power Broker® Awards
HUB employee benefits consultants honored as Power Broker® winners and finalist - March 12, 2018 - HUB International - West Region
Forbes Names Michael Hohf a Michigan "Best-in-State Wealth Advisor"
Advance Capital Management is pleased to announce that Michael Hohf has been named to the 2018 Forbes Best-in-State Wealth Advisors list. The list recognizes over 2,000 top-performing advisors across the United States. Hohf represents the state of Michigan. “It’s very rewarding to be... - March 09, 2018 - Advance Capital Management
Peregrine Now Acquiring Royalties in Divide County, ND
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 Divide County, North Dakota from an undisclosed seller. The acquisition features production from a number of currently... - March 01, 2018 - Peregrine 1031 Energy Partners
MarketCurrents Releases Part 2 of Its Artificial Intelligence Series
MarketCurrents Wealth Management, a leading private wealth business information specialist, released the 2nd part of its AI series this week. Part 1 observed how an AI revolution is underway that will greatly affect our professional and personal lives. Part 2 reviews the attributes of human... - February 27, 2018 - MarketCurrents
Harrisburg University Backed Thought Network Launches Pre-ICO March 1
Thought is a blockchain and AI start-up, backed by Harrisburg University of Science and Technology. Thought is fundamentally changing the way data is processed by embedding AI into every small piece of data. This makes otherwise "dumb" information smart. Data becomes able to act on its own, eliminating the need for external applications, and thus makes data processing faster and cheaper. - February 26, 2018 - Thought Network
MarketCurrents Publishes Annual Estate and Succession Planning Edition for 2018
MarketCurrents Wealth Management published its Annual Estate and Succession Planning Edition this week. The report comes at a timely moment as we are witnessing the largest transfer of wealth taking place. This will continue over the next several years. The longevity of a family’s wealth... - February 26, 2018 - MarketCurrents
Harrisburg University Backed Thought ICO Launches Whitelist
Thought is a blockchain and AI start-up, backed by Harrisburg University of Science and Technology. Thought is fundamentally changing the way data is processed by embedding AI into every small piece of data. This makes otherwise "dumb" information smart. Data becomes able to act on its own, eliminating the need for external applications, and thus makes data processing faster and cheaper. - February 24, 2018 - Thought Network
Hacker Launches ICO
Thought is a blockchain and AI start-up, backed by Harrisburg University of Science and Technology. Thought is fundamentally changing the way data is processed by embedding AI into every small piece of data. This makes otherwise "dumb" information smart. Data becomes able to act on its own, eliminating the need for external applications, and thus makes data processing faster and cheaper. - February 23, 2018 - Thought Network
Playing the Game: Create Your Legacy and Preserve Your Estate for Future Generations
In "Playing the Game," Paul Remack applies his years of financial experience to questions that haunt anyone planning to retire with significant assets. The most important thing to understand is that you are playing a game whether you realize it or not. Remack explains why Wealth Transfer and Distribution is a game, and he shows you how that game is played. He lays out the necessary steps for planning retirement and how to avoid unnecessary conflict with the IRS. - February 23, 2018 - Remack Associates, Inc.
Mark Shore Joins Coquest Advisors as Director of Educational Research
Dallas-based Coquest Inc., one of the largest independent introducing brokers in the U.S. derivatives markets, announced today that Mark Shore has joined its Coquest Advisors LLC as Director of Educational Research. Mr. Shore will be responsible for developing educational materials, workshops and... - February 22, 2018 - Coquest Inc.
PD Wealth Solutions Forecasts 2018 Will be a Golden Year for Biotech M&A
After a relatively quiet year for mergers and acquisitions in 2017, PD Wealth Solutions' Paul Graham predicts this year will produce a bumper harvest of deals between "Big Pharma" and Biotech. - February 19, 2018 - PD Wealth Solutions
Kipley Lytel & Montecito Capital Management Ranked Top 20 Financial Advisors Out of 898 for 2018
For the second year in a row, Expertise has selected Montecito Capital Management Group & its Founder, Kipley J. Lytel, CFA as the Top 20 Financial Advisors in Los Angeles after completing a comprehensive and thorough rating evaluation of 898 advisors in Los Angeles, California - February 15, 2018 - Montecito Capital Management Group
Investment Club Launches Women’s Empowerment Initiative to Celebrate 20th Anniversary
20/20 Investment Club has an all-female, African American membership and celebrates its 20th anniversary by launching “Campaign INSPIRE!”, a national women’s empowerment initiative designed to celebrate the power of unity at a critical time in our nation’s history. - February 14, 2018 - 20/20 Investment Club
Trifecta Capital Provides Venture Debt to Cashify
Trifecta Capital today announced that it has provided Rs. 6 crores of venture debt to Manak Waste Management Pvt. Ltd. which owns and operates the online used phone portal Cashify.in. The funds will be used to meet the growing working capital requirements of the Company. “Our business is... - February 14, 2018 - Trifecta Capital
Three HUB International Advisers Selected as Employee Benefit Adviser’s 2018 Rising Stars
Employee Benefit Adviser Editorial Committee Selects 20 Advisers for 2018 Rising Stars in Advising. - February 07, 2018 - HUB International - West Region
WealthMan Adds Fintech and Blockchain Investor David Drake to Its Advisory Board
WealthMan, the blockchain-driven platform for wealth management, announces the latest supplement to its Board of advisors. - January 30, 2018 - WealthMan
PD Wealth Solutions Forecasts More Disruption in Consumer Staples in 2018
Robert Marsh, Senior U.S. Equities specialist at PD Wealth Solutions discusses the evolution of the consumer staples industry in his recently published 2018 Investment Outlook. - January 29, 2018 - PD Wealth Solutions
ARGI Once Again Named One of the Best Places to Work in Kentucky
ARGI Named One of the Best Places to Work in Kentucky for 7th Consecutive Year - January 25, 2018 - ARGI Financial Group
Concord Securities Sees Surge in New Client Numbers
Concord Securities says it has benefited from a sharp increase in new client sign ups even as global stocks remain volatile. - January 24, 2018 - Concord Securities
Sector Arc Advisors Wins Coquest's 2017 CTA Challenge
In a year-long contest, Sector Arc Advisors, a Chicago-based commodity trading advisor, won first in Coquest's CTA Challenge, beating out 35 other CTAs. - January 21, 2018 - Coquest Inc.
ARGI Expands Community Outreach in 2017
ARGI, a Louisville-based personal and business financial advisory firm, celebrates a successful year in building the company’s philanthropic arm, ARGI Gives, which is dedicated to improving the lives of others in the communities they serve. Created in the last quarter of 2015, ARGI Gives... - January 20, 2018 - ARGI Financial Group
MarketCurrents Initiates an Enquiry Into Artificial Intelligence and Its Impact on Family Offices
In a series of articles, starting this month, MarketCurrents Wealth Management will explore Artificial Intelligence (AI) and how it will affect Family Offices. The evolution and application of AI in several industries has been rapid, especially in the last year, along with a general awareness of... - January 19, 2018 - MarketCurrents
Solomon and Kendrick Increasing Resources for an Aggressive Recruitment Drive
As the markets shift directions to best steer a clear path through this shifting terrain, Solomon and Kendrick aim to recruit a large enough base of talent to exceed the previous years benchmark record of return. - January 18, 2018 - Solomon and Kendrick
MarketCurrents Releases 2nd Annual Risk and Insurance Outlook for Family Offices
The list of risks family offices face is long and continues to grow with every new generation. MarketCurrents Wealth Management released its 2nd annual Risk and Insurance edition, which centered on risks that family offices face (even the not –so- obvious) and the insurance solutions that... - January 17, 2018 - MarketCurrents
New Firm Makes Investing in Stocks Accessible for Everyone
Introducing Abbilon.com, a different kind of investment advisor. Abbilon recommends and manages portfolios of individual stocks (not funds) for clients of all income levels. By combining the latest technologies with fundamental investment principles and quantitative models, Abbilon makes it easy and affordable for individuals and small businesses to invest like the elite: in portfolios of carefully selected stocks. - January 12, 2018 - Abbilon Investments
ARGI Welcomes New Advisor to Bowling Green
ARGI, a Louisville-based personal and business financial advisory firm, is pleased to announce that PJ Gibbs, CFP® has joined the Bowling Green office. Gibbs, a native of neighboring Logan County, joins the ARGI Bowling Green team after working for several years in the company’s... - January 11, 2018 - ARGI Financial Group
Peregrine Now Acquiring Royalties in Washington County, PA
Peregrine Energy Partners, a company assisting 1031 investors in diversifying their exchange, has agreed to acquire producing and non-producing oil and gas minerals in Washington County, Pennsylvania from an undisclosed seller. Peregrine Managing Director C.J. Tibbs commented, “This... - January 09, 2018 - Peregrine 1031 Energy Partners
Fintech’s Newest Player on the Block, CryptoWallet IRA Allows 401K/IRA Investors to Buy and Sell Bitcoin Just Like Stocks
Thanks to CryptoWallet IRA, Investing in Digital Currencies is Now Simpler and Safer Than Ever. - January 03, 2018 - CryptoWallet IRA
Global Tax Transparency Impacts the Way Family Offices Approach Jurisdictions
MarketCurrents published its Tax and Jurisdiction’s edition in November, which took a look into how the focus on global tax transparency is impacting the way in which family offices approach choosing jurisdiction’s. The recent publication of the Paradise Papers in addition to the... - December 30, 2017 - MarketCurrents
Charles Leiser Celebrates Ten Years with Thrivent Financial
Charles Leiser, ChFC®, FIC with Thrivent Financial in Roanoke, Va., is celebrating ten years with the financial services organization. Before joining Thrivent Financial, Leiser worked at John Hancock Financial Services, Inc. as a financial representative and insurance specialist. Leiser... - December 29, 2017 - Blue Ridge Group - Thrivent
Brilliant Erdenes Gold Mining Group and Finamatrix Enter Crypto Market Raising $200 Million Blockchain A.I. Fund
The Brilliant group of companies and Finamatrix have collaborated to create a regulated Blockchain A.I. Fund, called FIX Fund, classified as a diversified, stable-growth, and value investment fund, which mirrors the FIX Index, a portfolio of high-quality Blockchain, high-tech projects, and other... - December 28, 2017 - Finamatrix
Seamans Capital Management Hires Operations Professional
Seamans Capital Management is expanding it's Boston-based operations team with the hiring of Suzanne Matulis. - December 21, 2017 - Seamans Capital Management
Peregrine Now Acquiring Royalties in Kern County, CA
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 Kern County, California from an undisclosed seller. One of Peregrine’s Directors, Josh Prier, applauds the acquisition... - December 20, 2017 - Peregrine 1031 Energy Partners
Top RIA Grows in West Michigan -- Advance Capital Management Welcomes New Financial Adviser
Advance Capital Management, one of the nation’s top registered investment advisers (Financial Times), is pleased to announce industry veteran James Walsh has joined its team of financial professionals serving West Michigan. The addition of Walsh further demonstrates the firm’s... - December 20, 2017 - Advance Capital Management
Retirement: The Devil is in the Details; R Hill Enterprises, Inc. Announces the Release of New Book
“Retirement will be a dreadful place for many,” says financial advisor Robb Hill. For over 18 years, he has helped people not only put their financial house in order, but reorder their thinking processes for a better life outcome. Robb’s book, "Ask the Right Questions Get the Right Answers for Sound Financial Retirement Planning," is available on Amazon.com, BN.com, etc. - December 18, 2017 - R Hill Enterprises, Inc.
Seamans Capital Management Hires Portfolio Manager Expanding the Firm’s Investment Team
Seamans Capital Management (SCM) is pleased to announce that Robert N. Cunjak has joined our investment team this month. Mr. Cunjak was previously at Sankaty Advisors (now Bain Capital Credit), where he was a Portfolio Manager, Managing Director, and Head of the Energy Team. Mr. Cunjak also... - December 17, 2017 - Seamans Capital Management