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Edward Jones Named to Training Magazine’s 2017 Training Top 125
Edward Jones was the top-ranked financial services firm and moved up three places from last year's ranking on the prestigious list. - March 01, 2017 - Jacob Miller: Financial Advisor, Edward Jones
Northeast Professional Planning Group Acquires Riker Associates, LLC.
Northeast Professional Planning Group, Inc (NPPG) continues its growth with the announcement of the recent acquisition of all assets of Riker Associates, LLC. This acquisition will provide Riker Associates Plan Sponsors’ greater access to employee benefit resources, pension fiduciary... - February 25, 2017 - NPPG, Inc.
HUB International Millennial Compensation and Performance Survey Reveals Traditional Practices Not Working
The objective for this study was the identification of compensation and performance practices that are important to millennials. By sharing key takeaways, HUB International hopes you gain insight into what reward practices work best for this growing employee population. - February 21, 2017 - HUB International - West Region
Canadian Mortgage Industry’s Biggest Movers Revealed
45 mortgage professionals have been recognized as the movers and shakers of the mortgage world. - February 16, 2017 - Key Media
Local Financial Professionals Don Bergis and Jared Elson Receive Prestigious Sales Award
Area licensed investment advisors and insurance professionals Don Bergis and Jared Elson received a rare honor in January when they were inducted into Advisors Excel’s Hall of Fame. The ceremony took place during Advisors Excel’s 2017 World Series of Sales Awards Night in San Diego,... - February 09, 2017 - Regent Wealth Management
Northeast Professional Planning Group Acquires Tell Retirement Services, Inc.
As part of Northeast Professional Planning Group, Inc.’s (NPPG) continuing expansion, we are pleased to announce the recent acquisition of all assets of Tell Retirement Services, Inc. This acquisition will allow for Tell Retirement Services Plan Sponsors to gain greater access to employee... - February 09, 2017 - NPPG, Inc.
Toni DasGupta, CEO Veda Financial, Joins Advisory Board of Kiwanis La Canada AM Charitable Endowment
Toni DasGupta, CEO of Veda Financial joined the Advisory board of the Kiwanis La Canada AM Endowment Fund. Kiwanis International is a global charitable organization with branches in 80 different countries that work in their local communities. - February 03, 2017 - Veda Financial
Jacob Miller of Edward Jones Receives CFP® Certification
Jacob Miller of Edward Jones recently received designation as a Certified Financial Planner, which is awarded to financial professionals who have met the education and testing requirements of the CFP Board. - January 28, 2017 - Jacob Miller: Financial Advisor, Edward Jones
ARGI Financial Group Named One of Kentucky's Best Places to Work
ARGI Financial Group, a Louisville based personal and business financial services firm, was recently named one of the 2017 Best Places to Work in Kentucky (BPTWKY) in the small-sized employer category*. This will be the sixth consecutive time ARGI has been recognized for this award. - January 27, 2017 - ARGI Financial Group
Christopher Weil & Company, Inc. Adds Two Colleagues to Their Team
Investor- Manager-Advisor firm committed to strategic corporate growth has hired a Financial Advisor and a Portfolio Manager. - January 25, 2017 - Christopher Weil & Company
CWC Asset Advisors, Inc. The Managing Member of CWC Income Properties 3, LLC, Announces the Completion of Renovation of Their Building in San Diego
Two tenants signed for the 14,000 square foot, two-story office building located in Carmel Valley. - January 06, 2017 - Christopher Weil & Company
Nicholas Ibello Becomes Member of the Coalition of Geriatric Services (COGS)
COGS advocates to foster communication, cooperation and education among the providers of geriatric services to enhance the quality of life for older adults. - January 05, 2017 - Williams Asset Management
Gary Williams Attends National Educational Conference for Financial Advisors
Local Financial Advisor Gary Williams Attends Commonwealth Financial Network’s Annual Conference - December 18, 2016 - Williams Asset Management
Combined Benefits United Partners with National Speaker and Trainer Van Mueller
National Speaker and Trainer Van Mueller will be the Keynote Speaker at Several CBU Events in 2017 - December 17, 2016 - Combined Benefits United
Williams Asset Management Wins 2016 “Best of Howard” Award
Williams Asset Management was awarded first place in the financial advisor category in The Baltimore Sun’s “Best of Howard” contest. This is the second year in a row Williams Asset Management has won this award. The "Best of Howard" readers' poll has been a popular... - December 14, 2016 - Williams Asset Management
Retailer Asos Boosts U.K. Sourcing After Pound's Brexit Fall - Wismuller Gunter
Asos Plc, Britain's largest online-only fashion retailer, plans to double its U.K. manufacturing as the pound's post-Brexit plunge makes domestic production more affordable. - December 14, 2016 - Wismuller Gunter
Wismuller Gunter: Philips to Sell Lumileds to Apollo at Discounted $2 Billion
Royal Philips NV agreed to sell a majority stake in its lighting components unit to Apollo Global Management LLC in a cut-price deal valued at $2 billion after a U.S. national security panel blocked a more lucrative transaction with a Chinese buyer almost a year ago. - December 14, 2016 - Wismuller Gunter
Cedar Brook Group’s Azim Nakhooda Celebrates 20th Anniversary
Azim Nakhooda, Cleveland Financial Advisor and a Partner and Principal of Cedar Brook Group celebrates 20 years of service. - December 10, 2016 - Cedar Brook Financial Partners LLC
Edward Jones Earns Top Marks in 2017 Corporate Equality Index
Proud to earn 100% on Human Rights Campaign Foundation's Corporate Equality Index for LGBT-inclusive workplace policies and practices! - December 08, 2016 - Jacob Miller: Financial Advisor, Edward Jones
Wismuller Gunter: Here's One Sign That Markets Believe in Trump's "America First" Policy
Wismuller Gunter: Here's One Sign That Markets Believe in Trump's 'America First' Policy. Emerging markets, thumped by Trump? - November 27, 2016 - Wismuller Gunter
Wismuller Gunter Foresees Emerging Asia's $11 Billion Outflow on Dollar's Rally
Wismuller Gunter reports that global funds sold about $11 billion of equities and bonds in Asia's emerging markets after Donald Trump's victory in the U.S. presidential election as expectations for his economic policies sent Treasury yields higher and sparked the dollar's strongest rally in eight years. - November 27, 2016 - Wismuller Gunter
Zarvic Brothers Offers Diversified Exposure to Private Equity with Innovative Vero Fund
Zarvic Brothers LLC announces the launch of Zarvic's Vero Fund. Building off Zarvic's annualized 36% return from the past few years, Zarvic has launched the new Vero Fund fund based on the same strategy. - November 23, 2016 - ZarVic Brothers LLC
Edward Jones Study: Most Americans Worried About Market Volatility Following 2016 Presidential Election
Your mix of investments has more impact than election outcomes on your long-term investment results. - November 23, 2016 - Jacob Miller: Financial Advisor, Edward Jones
JKS Financial to Host History Lessons Speaker Series Event in Pittsburgh
JKS Financial will lead an educational speaker series on November 29th. - November 22, 2016 - JKS Financial
Zarvic Brothers Facilitates the Sale of a $6.2 Million Apartment Complex
Zarvic Brothers has successfully facilitated the sale of a 111 unit suburban apartment complex in western New York State. The complex features spacious garden style apartments, located in a park like setting. The luxury units are larger than your average apartment size. The acquisition closed in... - November 18, 2016 - ZarVic Brothers LLC
Malfitano Partners Starts Off the Holiday Giving Season
Malfitano Partners, a unique legal and advisory group based in New York City, partners with the UJA-Federation of NY to provide a holiday meal for NY seniors. - November 13, 2016 - Malfitano Partners
Raleigh-Based VisionQuest Acquires Charleston Advisory Firm
Just after a year of buying advisory firms totaling $150M in assets under management, VisionQuest Wealth Management announced its most recent acquisition of Alcus Financial Group in Charleston, South Carolina. Alcus, which will undergo a name change to VisionQuest Wealth Management, was founded by... - November 12, 2016 - VisionQuest Wealth Management
Chicago-Based PlanPILOT Adopts Chicago-Based Startup’s eRFP Technology
The web-based Request for Proposal solution will allow PlanPILOT to digitize firm-wide RFPs, from a once cumbersome process. - November 09, 2016 - InHub
Cedar Brook Group's Azim Nakhooda Explains Why Wealth Redistribution is a Bad Idea
Azim Nakhooda, Cleveland financial advisor, explains wealth redistribution and its impact. - November 05, 2016 - Cedar Brook Financial Partners LLC
Super Lawyers Honors Christopher Gaughan, Casey Connealy and Christina Knopke from Overland Park Law Firm, Gaughan & Connealy
Casey Connealy and Christina Knopke have been selected to the 2016 Kansas Rising Stars list. Each year, no more than 2.5 percent of the lawyers in the state are selected by the research team at Super Lawyers to receive this honor. Christopher M. Gaughan has been selected to the 2016 Kansas Super... - November 05, 2016 - Gaughan & Connealy
Water Security Fund Launches December 2016
“Water is currently a $500 billion global industry that could grow to as much as $1 trillion by 2020,” states Schumann. It goes without saying, then, that this is one industry that investors should keep their eyes on. Investment is needed along the entire water value chain, explains Schumann. And global water projects alone are expected to see annual growth of 5 to 8 percent. - November 04, 2016 - Thomas Schumann Capital LLC
November is Long-Term Care Awareness Month
Nearly 70 percent of those over age 65 will require some form of long-term care during their lives.* Long-term care includes assistance with daily living tasks if a chronic illness or disability leaves an individual unable to care for themselves for an extended period of time, either in their home... - November 04, 2016 - Henderson Wealth Partners
Retirement Plan Advisors’ Zach Karas Joins 2017 NAGDCA Planning Committee
Retirement Plan Advisors (RPA) Principal Zach Karas has been invited to join the Planning Committee for the National Association of Government Defined Contribution Administration (NAGDCA) 2017 Annual Conference. Each year NAGDCA hosts this event to engage and support its members with educational... - November 02, 2016 - Retirement Plan Advisors
Millennials & Risk Management, a Timely Analysis by Azim Nakhooda, Principal and Partner at Cedar Brook Group
Azim Nakhooda, Cleveland financial advisor and student of the millennial generation, identifies the generation’s take on risk management. - October 27, 2016 - Cedar Brook Financial Partners LLC
Delaware-Based Insurance You Keep, LLC Launches New Website - Offers Information on Medicare Open Enrollment
Insurance brokers Joe and Mercedes Ritter are excited about their new website and look forward to answering questions about Medicare open enrollment. - October 17, 2016 - Insurance You Keep LLC
James Lamont and Lamont Financial Services Offer Cost Segregation Services
Tax savings available for commercial building owners. - October 15, 2016 - Lamont Financial Services
Momentum Launches Investing Platform for Women
The first stock and bond picking website created for women. - October 08, 2016 - Momentum
"European Telecoms Market is Stable and Beating Expectations," Says Wismuller Gunter Analyst
Vodafone, the British telecommunication giant, has completed its two-year spending plan that has amounted to more than tens of billions of dollars. It has been upgrading operations around the world, mainly Europe, where it generates over two-thirds of its overall sales. This gargantuan spending... - September 26, 2016 - Wismuller Gunter
Joseph A. Weber, CFS AAMS CPFA Named to 2016 Financial Times 401 Top Retirement Plan Advisers
Joseph A. Weber, an investment advisor representative of Voya Financial Advisors, is pleased to announce that he has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution... - September 24, 2016 - IFS
Wismuller Gunter is Looking for the Potential Benefits in Europe
Wismuller Gunter is looking for the potential benefits. - September 23, 2016 - Wismuller Gunter
Jacob Miller Installed as Vice President of the Battle Creek Optimist Club
Jacob Miller of Edward Jones was installed as Vice President of the Battle Creek Optimist Club at Clara's on the River in downtown Battle Creek. - September 21, 2016 - Jacob Miller: Financial Advisor, Edward Jones
Analysts at Wismuller Gunter Focused on Green Energy and Renewables
The renewables sector has been a favorite for investors for many years now and the analysts at Wismuller Gunter are raising their forecasts for the sector. Following the release of the Wismuller Gunter’s energy investment report, we can see a significant re-orientation of global energy... - September 19, 2016 - Wismuller Gunter
Matt Kavanagh - Notre Dame All American - Joins Greywolf Execution Partners
Matt Kavanagh was one of the captains of the team that anchored the Notre Dame offense to the National Championship game in 2014 and the Final Four in 2015. In his new capacity, Kavanagh will focus on business development and sales working with endowment officers, hedge fund and institutional asset managers throughout North America. - September 15, 2016 - Greywolf Execution Partners
Alfred Lettner – U.S. Stocks Still Attractive Despite Talks of Interest Rate Hike
Stock market could test new highs as rate hike jitters fade. - August 31, 2016 - Alfred Lettner
Brexit and the Global Economy, a Perspective by Azim Nakhooda, Principal and Partner at Cedar Brook Group
Azim Nakhooda, Cleveland financial advisor, provides commentary on the global markets. - August 28, 2016 - Cedar Brook Financial Partners LLC
Robert P. Finley of Virtue Asset Management Accepted for Membership in the National Association of Personal Financial Advisors (NAPFA)
Robert P. Finley of Virtue Asset Management in Barrington, IL as been accepted for membership in the National Association of Personal Financial Advisors (NAPFA). Robert Finley is a CFA® charterholder and a Certified Financial Planner™ certificant with 14 years of experience. Robert most... - August 28, 2016 - Virtue Asset Management
For the 7th Time, ARGI Financial Group Appears on the Inc. 5000 list, Ranking No. 2362 with Three-Year Sales Growth of 134%
ARGI is ranked #1 in the Financial Services industry in the state of Kentucky. - August 19, 2016 - ARGI Financial Group
Annual List Names Australia’s Insurance Industry Rising Stars
Fifty young insurance professionals have been recognized in a list of the industry’s most promising. - August 19, 2016 - Key Media
Kingdom Trust Expands Business Development Team with Hire of Reggie Karas and Brian Snyder
Firm’s dynamic growth in the institutional custody space enhanced by pair of key strategic hires. - August 18, 2016 - Kingdom Trust
Zarvic Brothers Announces Formation of Shareholder Committee to Review Strategic Alternatives for GEI Global
Zarvic Brothers (“Zarvic”) today announced the formation of a committee of independent shareholders of GEI Global (“GEIG”). (the "Committee”) to consider various strategic alternatives potentially available to the company. The formation of the committee is not in response to any proposal received by the company or an approach by a third party. - August 17, 2016 - ZarVic Brothers LLC