Recent Headlines
Within Asset Management

HGTV Stars Live Show in Las Vegas: “How to Make Money with Real Estate in 2017”

HGTV Stars Drew Levin and Danny Perkins will host free events in Las Vegas, Summerlin and Henderson on how to use real estate to generate income that can help prepare for retirement and provide more financial freedom. - August 29, 2017 - Response

Christopher Weil & Company, Inc. Announce Tyler Hewes Has Achieved CFP® Certification

Investor- Manager-Advisor firm deepens its bench by adding another CFP to its client service team. - August 28, 2017 - Christopher Weil & Company

Rising Stars of Insurance Revealed

55 individuals have been recognized among top young professionals representing the new face of America’s insurance industry. - August 25, 2017 - Key Media

Howard Ginsberg, CPA Honored at Cetera® Financial Specialists Conference for the 13th Year

Long Island based Howard Ginsberg was recognized among conference attendees as a top financial advisor with the firm as one of only two individuals in New York to ever receive this honor for thirteen consecutive years. - August 25, 2017 - Ginsberg Wealth Management

Williams Asset Management Names G. Thomas Watson, CFA as Associate Financial Planner and Research Analyst

Today, Williams Asset Management announced that G. Thomas Watson, CFA has been named Associate Financial Planner and Research Analyst. Watson brings over four years of industry experience to Williams Asset Management. In this new role, he will work closely with the firm’s financial advisors... - August 19, 2017 - Williams Asset Management

Credit Solution Services Presents the Free Your Mind Women’s Conference

Tomeka Lynch Purcell, CEO of Credit Solution Services invites you to attend the Free Your Mind Women’s Conference on September 16, 2017 in Charlotte, North Carolina. “As a financial empowerment coach, my passion is teaching women how to take charge of their financial futures to build... - August 17, 2017 - Credit Solutions Services

PEI Welcomes New Director to the Team

Portfolio Evaluations, Inc. (PEI), an institutional investment and retirement plan consulting firm, announces the addition of Jennifer Putney to the team. Jennifer joins PEI in a leadership role as Director of Retirement Plans Consulting, where she will oversee the firm’s service provider... - August 12, 2017 - Portfolio Evaluations, Inc.

Elite Women of the American Mortgage Industry Revealed

75 women have been recognized as some of the mortgage industry’s top professionals. - August 05, 2017 - Key Media

Australia’s Rising Stars of Insurance Revealed

50 individuals have been recognised among talented young professionals making their mark on the insurance industry. - August 04, 2017 - Key Media

Advance Capital Management’s Michael Hohf Named to Forbes Top 100 Millennial Advisors

Advance Capital Management is pleased to announce that Michael Hohf has been named one of America’s Top Next-Gen Wealth Advisors by Forbes Magazine. The list recognizes the top-performing young advisors at their firms, and the future of the industry. “I am extremely honored to be... - August 04, 2017 - Advance Capital Management

Winchester Global PLC Appoints Rohan Chanda as Chief India Investment Strategist

Winchester Global PLC today announced the appointment of Rohan Chanda who is charged with taking the firms Indian investment strategy forward in his role as Chief India Investment Strategist. - August 04, 2017 - Winchester Global PLC

Winchester Global PLC Investment Survey Highlights Japan Industrials

Winchester Global’s Analysts today released the conclusions of its investment study relating to manufacturing companies within Japan. - August 03, 2017 - Winchester Global PLC

Winchester Global PLC Announce Attendance at the 4th China Global Investment Forum

Winchester Global look to make further inroads into the Chinese investment markets and believe the Investment Forum is the place to build up their connections within the Chinese mainland. - August 03, 2017 - Winchester Global PLC

Jacob Wohl Releases Hedge Fund Business Plan

Jacob Wohl has announced the public release of his Hedge Fund Business Plan, through his personal website. - July 29, 2017 - Montgomery Assets

Edward Jones Joins 150 Companies Nationwide with Unprecedented Commitment to Advance Diversity and Inclusion in the Workplace

Edward Jones Managing Partner Jim Weddle was one of more than 150 CEOs to sign the "CEO Action for Diversity & Inclusion" pledge, a new nationwide initiative to advance diversity and inclusion in the workplace as a means to improve corporate performance, drive growth and enhance... - July 29, 2017 - Jacob Miller: Financial Advisor, Edward Jones

Rising Stars of Canada’s Mortgage Industry Revealed

55 young men and women have been recognized among the country’s top mortgage professionals. - July 29, 2017 - Key Media

Commercial Insurance Agents Reveal Top Industry Carriers

38 companies have come out on top in a list recognizing the top carriers voted by insurance agents. - July 28, 2017 - Key Media

A R Foundation Introduces the First Blockchain Asset Backed by Water Rights

The A R Foundation LLC has announced the launch of the AQUA Rights platform. The first water rights backed asset utilizing Blockchain technology. The foundation will utilize Ethereum's Smart Contracts technology to create less volatile asset backed tokens. Thus creating a new digital asset backed... - July 27, 2017 - A R Foundation

New Canadian Service BillCrush.ca Promises to Lower Monthly Bills

A new Calgary-based start-up has created the first online service for Albertan’s wanting to lower their monthly bills like utilities, cell phones and internet during these challenging financial times. “It’s really exciting because by shopping around, the savings are significant... - July 25, 2017 - BillCrush.ca

3 MassMutual Greater Houston Agents Earn Professional Designation in Family Business Planning

Three financial services professionals with MassMutual Greater Houston – a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) – have earned the Certified Family Business Specialist (CFBS) designation. MassMutual Greater Houston Midtown shows commitment to business owners and their planning needs through continuing professional education. - July 25, 2017 - MassMutual Greater Houston

Columbia, Maryland’s Gary Williams of Williams Asset Management Honored for Charitable Work with the Brigance Brigade Foundation

Gary Williams, Board Member for The Brigance Brigade Foundation in Hunt Valley, Maryland received Honorable Mention for philanthropic excellence in the eleventh annual Invest in Others Awards. The Invest in Others Charitable Foundation established its awards program to recognize the charitable... - July 22, 2017 - Williams Asset Management

Launch of "TANGIBLE, How Physical Assets Can Protect You From The Coming Stock Meltdown" Coincides with a Record, & Overvalued, Stock Market" by Cappy Price

In the midst of the current unjustifiably bloated state of asset market valuations, there has never been a more important time for middle-income Americans to be invested in real goods. - July 21, 2017 - Cappy Price Consulting

INTAC Announces Its ASPPA Certification Renewal for Retirement Plan Service Provider Excellence

Intac Actuarial Services, Inc. earns it's CEFEX (Centre for Fiduciary Excellence) certification renewal for the fifth consecutive year. - July 21, 2017 - Intac Actuarial Services, Inc.

John A. DeSalva, President, Georgetown Financial Group, Inc. is Honored with Chairman’s Award at CAN Connect 2017

Georgetown Financial Group, Inc. a full-service financial services firm in Georgetown, CT is pleased to announce that its founder and president, John A. DeSalva, has been honored with the Chairman’s Award from Cetera Advisor Networks (CAN) at its annual Connect conference, held this year in... - July 21, 2017 - Georgetown Financial Group, Inc.

Warrington Asset Management Wins Pinnacle Award’s 5-Year Best Options Strategy

Warrington Asset's Strategic Trading Program won the Pinnacle Award's Best Options Strategy for 5-years, only 18 months after separating from Morgan Stanley to go on its own. - July 14, 2017 - Warrington Asset Management

Safe Money Broadcasting Acquires Independent Consumer Financial Education Website

Introducing the first-ever, completely independent platform to educate consumers about guaranteed retirement and insurance solutions. SafeMoney.com lets advisors promote themselves, enhance credibility with national branding, and enjoy a full-service client education program with no business requirements to any financial company. - July 13, 2017 - Safe Money Broadcasting

Edward Jones Ranks Among Fortune 500 Again

Edward Jones is proud that their firm made this prestigious list for the fifth time. - July 13, 2017 - Jacob Miller: Financial Advisor, Edward Jones

MarketCurrents and PrimeAlpha Launch PAMC Club

MarketCurrents and PrimeAlpha Launch PAMC Club As family offices and other investors are varying their investing attitudes, a new events business offers a novel approach for investors, funds and service providers to engage. PAMC Club launched this summer and is created through the partnership of... - July 12, 2017 - MarketCurrents

Diversify Portfolio Announces Support for Multiple Stock Portfolios

Diversify Portfolio's focus is on providing tools to create more efficient and better performing stock portfolios. They have announced support for multiple portfolios per user which allows for cross portfolio analysis of key metrics. - July 12, 2017 - DiversifyPortfolio

Landmark PLC Japan Set to Open a Regional Office in Hong Kong

James M. Arthur Landmark PLC Japan’s Chief Financial Officer visited Hong Kong’s central business district this week looking for suitable office space. - July 06, 2017 - Landmark PLC Japan

MarketCurrents Releases 2nd Annual Technology Report for Family Offices

MarketCurrents Wealth Management Group releases 2nd annual Technology Trends in Family Offices 2017 - July 06, 2017 - MarketCurrents

Canada’s Most Influential Women Mortgage Professionals Revealed

50 individuals have just been recognized in a list of the most influential women in the mortgage industry. - July 04, 2017 - Key Media

Alternative Investment in Independent Film Targets Technology Investors with Eastern European Roots

Numerous Silicon Valley tech CEO's and venture investors are backing independent film projects. Noci Pictures is specifically looking to partner up with an affluent investor with Eastern European roots for a Russian-American themed crime drama. - July 04, 2017 - Noci Pictures Entertainment, LLC

Leading Women Professionals Revealed in Latest Industry Report

125 women have been recognized as some of the insurance industry’s top professionals. - July 01, 2017 - Key Media

IFP Adds New Arsenal to Insurance Division

Tampa based Independent Financial Partners (IFP) has added support capabilities to its insurance group division in conjunction with one of its newest advisor firms, the Advanced Strategies Group (ASG). ASG, led by Jeff Acheson, specializes in serving high net-worth individuals, retirement plan sponsors, business owners, CPA firms, law firms, and various other financial services and employee benefit firms. - July 01, 2017 - Independent Financial Partners

2nd Edition of Bestselling “What’s the Deal with Retirement Communities?” Released

Recent Headlines Within Asset Management

Recent Headlines
Within Asset Management