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Within Asset Management
Mortgage Industry Young Guns Revealed
42 individuals have just been recognized in a list of the most promising young stars in the mortgage industry - August 12, 2016 - Key Media
Producers Reveal Top Insurance Carriers
Insurance producers reveal their top carrier choices and 18 companies received five-star marks in the latest issue of Insurance Business America. - August 11, 2016 - Key Media
Annual List Recognizes Canada’s Most Promising Mortgage Professionals
50 individuals have just been recognized in a list of the most promising young stars in the mortgage industry. - August 11, 2016 - Key Media
Bill Rispoli, Registered Investment Advisor Joins Salem Advisory Group, LLC
Salem Advisory Group would like to welcome Bill Rispoli as one of our valued Investment Advisor Representatives. Not a stranger to hard work or crunching numbers, Bill learned the electrical trade from his father at an early age. However, the world of finance became his focal point as a student at... - August 10, 2016 - Salem Advisory Group, LLC
International Recognition for Insurance Business
Insurance Business with three wins in the 2016 Tabbies Awards. - August 04, 2016 - Key Media
Simon Conway Discusses the 2016 IPO Market and M&A Activity - Alfred Lettner
Simon Conway, the Investment Director at Alfred Lettner, explains the reasons why the IPO market which is at its worse since the financial crisis. - August 04, 2016 - Alfred Lettner
Startup Investments Announces Free of Charge Services for Qualified Businesses, Low Income Individuals, Churches and Non-Profit Organisations
Startup Investments to now offer Gratis Services to qualified businesses, low-income individuals, Churches and non-profit organizations. “We are staying true to our mission statement and we are holding out our claim of never to put monetary gains ahead of our services and values,” said... - August 03, 2016 - Startup Investments
Markets React Very Well to UK Referendum - Alfred Lettner
Senior Investment Managers, David Perry and Edward Smith discuss the impact of Brexit. - August 02, 2016 - Alfred Lettner
Mercury Financial Group Announces a New Design Focused on Enhancing Client Experience
Mercury Financial Group, a national advisory firm that works exclusively with financial advisors and their high net worth clients, announced plans to redesign its back office operations to allow it to be more impactful to its customers. The changes will enable the company to better align business... - July 31, 2016 - Mercury Financial Group
Launching of Virtue Asset Management
Robert Finley CFA, CFP®, former Senior Portfolio Manager of $375 million in assets for high net worth individuals, has launched Virtue Asset Management. An independent asset management company. - July 28, 2016 - Virtue Asset Management
Malfitano Partners Adds Board & Fiduciary Services Platform
Malfitano Partners, a unique legal and advisory group based in New York City, announced today that it has established a Board & Fiduciary Services platform under one of its operating units, Malfitano Advisors, LLC. - July 28, 2016 - Malfitano Partners
Startup Investments Announces a New Branch Opening in Las Vegas, Nevada in the Fourth Quarter of 2016
Startup Investments to open a branch in the last quarter of 2016 on Warm Springs Road in Las Vegas Nevada to better serve their clientele in Nevada and surrounding states. This is first of the 10 branches that Startup Investments to open and the management of Startup Investments couldn’t be more excited. They plan to have bilingual colleagues who will offer services in Spanish and English. - July 26, 2016 - Startup Investments
Grant Becker Associates, the Brussels-Based Brokerage Firm, to Sponsor an Empirical Study on the Use of Financial Information by Professional Investors
In July 2016, Grant Becker Associates commissioned a review on the use of information by capital providers. - July 25, 2016 - Grant Becker Associates
Van/Ecker Couder and Associates Announces Business and Sales Expansion
Van/Ecker Couder and Associates Announces Recruitment of Trading Advisors and Creation of More Trading Desk Offices. - July 22, 2016 - Van Ecker Couder Associates
AMDG Financial Joins Aspire Financial Services’ 403(b) Advisor Network
AMDG Financial, a fee-only fiduciary Registered Investment Advisory firm, recently joined Aspire’s 403(b) Advisor Network, enabling it to use the Aspire 403(b) platform to work with faculty and staff in five districts/colleges in suburban Detroit. - July 21, 2016 - AMDG Financial
Hawthorne Greenwich Officially Launch New Private Client Website
New Private Client Website Launched - July 21, 2016 - Hawthorne Greenwich
Annual List Recognizes Canadian Insurance Industry Rising Stars
50 young professionals have just been recognized in a list of the insurance industry’s most promising stars - July 21, 2016 - Key Media
Mortgage Industry’s Most Influential Women Revealed
55 Female mortgage professionals make up this year’s list of industry trailblazers. - July 16, 2016 - Key Media
The Cannaregio Group, LLC & American Capital Financial Group Announce Joint Venture, TCG Capital LLC
South Florida businesses merge to form international finance firm. - July 15, 2016 - TCG Capital
Alfred Lettner - "Brexit" Has Caused Deep Shock to Global Economy
Britain has suffered a “deep” shock to the economy from the Brexit vote, a senior member of Alfred Lettner, the family-owned financial advisory firm in Austria, stressed today. - July 14, 2016 - Alfred Lettner
Investors Rush to Reserve Their Place in the First Crowdfunded Silicon Valley Venture Fund
KXTER reservations cross $1 million threshold – Crowdfunder now closed – WeFunder round still open. - July 13, 2016 - KXTER INC.
KXTER.com Venture Fund Now Available on WeFunder
World's Leading Crowdfunded Silicon Valley Venture Fund Now Available to Everyone - July 13, 2016 - KXTER INC.
Elite Women in Insurance: Industry Achievers Revealed
144 insurance professionals have been recognized in a list of the industry’s female elite. - July 08, 2016 - Key Media
Joseph Biondolillo of Biondolillo Financial Recognized as #1 Broker, Guardian Life
Joseph Biondolillo receives recognition from Northeast Planning Corporation for his accomplishments over the last few years. - July 07, 2016 - Biondolillo Financial
Financial Advisor Celebrating 10 Years with Firm
Michael W. Mandarino, a West Point Graduate and currently a financial advisor, is celebrating 10 years with Intervest International Equities Corporation. - July 07, 2016 - 123-Investing
Australia’s Top Franchise Mortgage Brokerages Revealed
MPA magazine has released the Top 10 Franchise Brokerages list for 2016 which features the nation’s top performing brokerage businesses. - July 06, 2016 - Key Media
Azim Nakhooda, Principal and Partner at Cedar Brook Group, is Elected to the National Board Committee of the Arthritis Foundation
Azim Nakhooda, Cleveland financial advisor and ardent supporter of the Arthritis Foundation, starts a 2 year term on the national investment committee. - July 01, 2016 - Cedar Brook Financial Partners LLC
Singapore’s Top HR Teams Revealed
A list of eighteen of the best HR teams in Singapore has just been released. - July 01, 2016 - Key Media
Sooryen Announces "Ready, Set, Convert" – Apple Pay and Android Pay for Mobile and Desktop
Söoryen Technologies today announced the availability of its ‘Ready, Set, Convert’ program for eCommerce merchants to offer Apple Pay* and Android Pay* on their mobile (and desktop) websites. Söoryen Technologies is one of the first service providers to offer... - June 27, 2016 - sooryen
Qooter App Tool to Compare Insurance Quotes for Independent Agents
Many agents and financial advisors search for legitimate ways to compare quotes online for insurance, and the Qooter Team hopes to end that search with this new app. Qooter is a very simple tool, where you just click a few basic dropdowns and the app will compare prices among many top rated... - June 25, 2016 - Mintco Financial
Cycling Advocacy Veterans Seeking to Secure Their Legacy Look to Planned Giving as a Viable Tool
The Active Transportation Alliance partnered with The Advise Us Fund to offer expanded giving options to donors. This new partnership will go a long way in supporting Active Trans in its future development and planned giving efforts. - June 23, 2016 - The Advise Us Fund
Legal Industry’s Power Players Revealed
31 inspiring private practice lawyers make up this year’s NZ Lawyer Hot List. - June 23, 2016 - Key Media
David Borden of CCR Wealth Management Named to 2016 Financial Times 400 Top Financial Advisers
David Borden of CCR Wealth Management is pleased to announce that he has been named to the Financial Times 400 Top Financial Advisers, as of March 31, 2016. The list recognizes top financial advisers at traditional broker-dealer firms from across the U.S. This is the fourth annual FT 400 list,... - June 22, 2016 - CCR Wealth Management
Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year at Annual Awards Conference
Mark Palmerino, financial consultant and partner at CCR Wealth Management, recently attended Cetera Advisors’ annual awards conference where he accepted the Ensemble of the Year award on behalf of his firm. This team of top producing, seasoned professionals gained this honor by leveraging... - June 21, 2016 - CCR Wealth Management
PrivCap Acquires 104 Units in Dallas, TX
PrivCap Holdings acquired Wynnewood Apartments. - June 19, 2016 - PrivCap Companies
PrivCap Sells 196 Units in Columbus; Investors Net 41% IRR
PrivCap Holdings, a subsidiary of Boca Raton based PrivCap Companies, successfully sold Aspen Place Apartments in Columbus, OH (PrivCap Buckeyes) yesterday, netting investors a 41% IRR over 22 months. PrivCap Holdings continues to generate high yielding multifamily investment opportunities for... - June 17, 2016 - PrivCap Companies
ECU Football Camp Sponsorship Continues JP Capital Management Commitment to Youth Development
JPCM has entered into a long-term partnership with Coach Mo Football Camps as the Primary Sponsor. These camps entail personal instruction, coaching and installation of football fundamentals to children from 1st through 12th grade. - June 17, 2016 - JP Capital Management
Growth for CCR Wealth Management
David Borden, Managing Partner says, “Since inception in 1998 our firm has grown from a startup entity to a team of 16 that manages more than $1.1 billion in assets for individuals, corporations, retirement and pension plans and nonprofit organizations. Along with our past growth, we continue to grow the practice at some 20 percent per year. Adding these professionals to our team will allow us to keep up with that growth and give our clients the excellent service they expect.” - June 14, 2016 - CCR Wealth Management
Insurance Producers Reveal Top MGAs
30 MGAs have been given five-star marks in the latest report by Insurance Business America. - June 11, 2016 - Key Media
Overland Park Estate Planning Attorneys Attend Exclusive Conference
Receive Important Elder & Estate Planning Education in Kansas City, MO - June 09, 2016 - Gaughan & Connealy
IASG Alternatives Appoints Stephen Klawitter as Vice-President
IASG Alternatives is an independent and highly specialized financial services group that provides access to a premier platform of managed futures investments designed to meet the needs of sophisticated investors. Managed Futures Specialist Expands Team to Meet Increased Demand from a Growing Client Base for Alternative Investments. - June 07, 2016 - IASG Alternatives LLC
Insurance Business America Recognized in National Publishing Awards
Leading insurance publication Insurance Business America has been named a finalist in the 2016 Azbee Awards organized by the American Society of Business Publication Editors. From 1,144 entries, Insurance Business America has received finalist nominations in the following categories: ·... - June 04, 2016 - Key Media
Financial Industry Power Players Revealed
Wealth Professional magazine has released this years list of the fifty individuals transforming the Canadian wealth management industry. - June 04, 2016 - Key Media
Seasons of Retirement: Scams Against Seniors
It is estimated that 954,000 seniors are currently skipping meals as a result of financial abuse – states the True Link Report on Elder Financial Abuse 2015. Waddell & Reed, Estate Planning Kansas City, and ReeceNichols Leawood South are proud to announce a Seasons of Retirement event:... - June 02, 2016 - Waddell & Reed
RAM Modular Gives Emergency Relief to Alberta Wildfire Evacuees and First Responders
The wildfire still rages on in Alberta Canada, recently consuming an evacuated oil sands camp while threatening at least a dozen other sites in the oil sands region. Despite this fact, the best of humanity rises up as RAM Modular and a host of other modular building companies opened up their camps... - June 02, 2016 - Ram Modular
Australia’s Best Employers Revealed
Human Resources Director magazine together with Maxxia reveal the best companies to work for in Australia. - May 27, 2016 - Key Media
Kansas Law Firm Releases Steps to Choosing the Right Elder Law Attorney
Overland Park attorneys, Chris Gaughan and Casey Connealy, release step-by-step instructions for choosing the right elder law attorney for your legal needs. - May 27, 2016 - Gaughan & Connealy
Sila Capital, LLC Partners in Development of 143 Unit Apartment Complex
Sila Capital has recently partnered with H.M. Mac, an Indiana development and construction company, on the the development of Echo Park, a 143 unit apartment complex in Bloomington, IN. The town of Bloomington offers urban amenities while located in the hilly, forested landscape of south-central... - May 26, 2016 - Sila Capital
Williams Asset Management Hires Brian McKinney as Financial Planning Services Specialist
Williams Asset Management proudly announces that Brian McKinney has been hired as a Financial Planning Services Specialist. - May 26, 2016 - Williams Asset Management
LockeBridge Investment Bank Advises on Sale of Winning Proposals, Inc.
LockeBridge Investment Bank announced today that it has acted as the exclusive financial advisor in the sale of Winning Proposals, Inc. to WP Ventures, LLC. Based in Vienna Virginia, Winning Proposals has supported the government contracting community with support services on over 1500 bid... - May 25, 2016 - LockeBridge Capital Partners