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Locally, family-owned financial advisory firm Oakmont Advisory Group, LLC welcomes Scott Stiegler as host of their popular financial radio program. The Retirement Solutions Showaits every Saturday at 1:00 pm on 770 KKOB. - January 16, 2019 - Oakmont Advisory Group, LLC
The National Institute of Certified Estate Planners (NICEP) is pleased to announce the graduation of Mr. Michael W. Drummond from the Certified Estate Planner™ course. Mr. Drummond has successfully completed the advanced course work and qualifying examination to earn the professional certification... - January 14, 2019 - Drummond Wealth Management of Raymond James & Associates
Arrowroot Advisors is pleased to announce that it served as the exclusive financial advisor to Reach Analytics, LLC (“Reach” or the “Company”) in its recently completed sale to datadecisions Group (“DDG”).
Located in Redwood City, California, Reach is a predictive... - January 10, 2019 - Arrowroot Real Estate
At a gathering at The Omni Hotel in New York City, MarketCurrents Wealth Management, a subsidiary of MarketCurrents LLC, a leading event and publishing company for the private wealth industry hosted an invite-only event for family offices on the 6th of December. The theme of the event centered on a review... - December 28, 2018 - MarketCurrents
Globtec Investment Group, a leading global investor in innovative infrastructure projects, today announced it is making a major and highly-anticipated entry to the European Union market. The company is investing $170 million in capital in public infrastructure and real estate projects in the V4, in partnership with an international investor consortium. Globtec is currently in talks with local authorities to finalize project details, including potential locations. - December 26, 2018 - Globtec Investment LLC
The ability to quickly assess the result of pivotal central bank decisions has been made easier through the creation of indexes by combining John Netto's expertise with the robustness of MPACT! Software. - December 18, 2018 - The Protean Trader
Investor-Manager-Advisor firm continues strategic growth by hiring additional relationship manager. - December 13, 2018 - Christopher Weil & Company
machineByte is a platform dedicated to machine learning in investment management across data, learning types, markets and asset classes. - December 08, 2018 - machineByte
OTC Market: Ticker Symbol: VNJA. Vanjia Corporation is pleased to announce the Initial Coin Offering (ICO) launched worldwide on December 5, 2018. The initial reaction from the crypto-currency community has exceeded expectations, with positive responses from individual and institutional investors alike.
Many... - December 05, 2018 - Vanjia Corporation
Bridgestone Partners today announce the global roll-out of it’s new "Dynamic Trading Account," developed with investors in mind, The Dynamic Trading Account is transparent, secure, and easy-to-use. Available to all clients over the age of 25, investors can deposit profits generated from... - December 03, 2018 - Bridgestone Partners
Silicon Prairie Online (https://sppx.io), the first investment crowdfunding portal company to link blockchain based distributed ledgers under an Initial Crowd Offering model is pleased to announce the ability to invest with a Self-Directed Individual Retirement Account (SD-IRA) through an integration... - December 02, 2018 - Silicon Prairie Portal & Exchange
In "The C.A.S.H. Formula" - a just-released how-to wealth-building book with a twist, author WenFang Bruchett shares her proven strategies for success that combine hard-hitting financial tactics with a dose of mindfulness and wellness.
As founder of a company that helps starts-ups become bankable... - November 29, 2018 - BlissFinance
Results of the California Landlords Summit on Homelessness will be announced. - November 28, 2018 - Income Property Association of Kern
The Global Multi-Asset Portfolio Advisory services enable Individual and Institutional investors from any part of the world to benefit from both standardized and tailored Global Multi-asset portfolios that align with one's goals, return, risk, tenure and liquidity needs. - November 10, 2018 - Dhanayoga
John Thiel, widely admired financial services leader who steered iconic investment firm Merrill Lynch through a period of unprecedented change, including the acquisition by Bank of America, has joined My Next Season as Senior Advisor. Thiel will advance the company’s mission of supporting executives and early career professionals as they navigate career transitions, partnering with individuals and companies to ensure those transitions happen well. - November 10, 2018 - My Next Season
Sean Egan, J.D., is the second new adviser to join the firm in the past two years. - November 09, 2018 - Advance Capital Management
The Palm Beach Hedge Fund Association (PBHFA) is thrilled to announce a strategic partnership with Brightline. Brightline is the nation’s only privately owned, operated and maintained passenger rail service that is connecting Miami, Ft. Lauderdale, and Miami. - November 06, 2018 - Palm Beach Hedge Fund Association
Veteran City of London Investment Banker, Rosamund Blomfield Smith, and Chairman of PlatinumDEX supports the idea of “proportionate” regulation in crypto in response to the US economist Nouriel "Dr. Doom" Roubini's recent demand to US Congress that crypto be banned. Proportionate legislation is needed, as the industry is failing to self-regulate adequately. - October 29, 2018 - Platinumdex Limited
PlatinumDEX's delivery of a global network of secure crypto exchange with strong corporate governance and proper KYC, AML and ATF protocols will answer much of the criticism aimed at the digital assets financial market. The North Korean Hackers $500 USD million thefts and Nouriel "Doctor Doom" Roubini verbal attacks are a wake-up call to the industry. - October 26, 2018 - Platinumdex Limited
MarketCurrents held a closed-door summit bringing together a number of family offices on the 17th of October at the Omni Berkshire in Manhattan. The event covered investment trends notably in hedge funds, private equity and real estate.
RSM co-hosted the event. Ben Berger, who is a partner at RSM and... - October 24, 2018 - MarketCurrents
In its third annual emerging markets report, MarketCurrents looks at three of the largest private wealth markets - India, China and the Middle East. The publication spoke to principals of single and multi-family offices in each.
The phenomenal growth of private wealth in emerging markets in the last... - October 22, 2018 - MarketCurrents
“BI Tech,” an experienced team of BI and CPM professionals from PARIS Technologies, will now leverage MS BI tools - “it’s all about collaboration” - in its delivery of customer-centric solutions. The focus will be on deriving more value from products in place, from SQL Server to Power BI to Excel, along with other synergistic technologies. - October 19, 2018 - Business Intelligence Technologies, Inc.
Landlords Summit on Homelessness shows model for cross-sector collaboration. - October 19, 2018 - Income Property Association of Kern
ICO to fund global G20 network of secure exchanges. - October 16, 2018 - Platinumdex Limited
Nationally recognized investment advisory firm, Advisors Capital Management (ACM), is pleased to announce the addition of the former global equity investment team from Salient Partners, along with the assets managed by the team.
This addition brings to ACM’s investment committee three veteran... - October 13, 2018 - Advisors Capital Management
Over 25 community leaders are coming together to address homelessness. - October 10, 2018 - Income Property Association of Kern
Holding Corporate Cohen has a new CEO, effective immediately. Richard Wright, who was working as a consultant for Holding Cohen since 2017, will now officially take over the reigns. - October 08, 2018 - Holding Cohen Corporate
SprinkleCoin, SCOI is pleased to announce to its users that it is now available in major traders and exchanges such as LA Token. LA-Token is a very prominent and well-known crypto-exchange with daily trades occurring which have a collective sum of $35 million. LA-Token will be providing conversions between... - October 06, 2018 - SprinkleCoin
Malfitano Partners, the global business asset acquisition and disposition advisory firm, taps seasoned retail veteran to expand its operational bench of professionals. - October 05, 2018 - Malfitano Partners
The Roosevelt Investment Group, Inc. (Roosevelt Investments), a New York City based investment advisory firm, announced today its acquisition of Value Architects Asset Management, LLC (VAAM), and its affiliate, Blueprint Financial Planning, LLC, both of Hoboken, New Jersey. VAAM and Blueprint have been providing financial planning and investment management services to both individuals and institutions since 2001. - October 02, 2018 - Roosevelt Investments
Long Island Financial Advisor Howard Ginsberg, CPA of Ginsberg Wealth Management, in Roslyn New York recently attended Cetera Financial Group’s Connect18 national conference where he was awarded the Leaders Council Award for his fourteenth consecutive year. - September 29, 2018 - Ginsberg Wealth Management
MarketCurrents Wealth Management will host the 2nd Annual October Investment Summit to be held in New York City on October 17th, 2018. The annual summit is an invite only event for single and multi-family offices looking to gain insights on investment opportunities in private equity, real estate and... - September 25, 2018 - MarketCurrents
Zarvic Brothers, a holder of the outstanding common shares of Manning & Napier, Inc (MN) ("Zarvic" or the "Company"), today announced that it has sent a letter to the Company's Board of Directors that outlines what it believes is the value-maximizing path forward for Manning & Napier, Inc. - September 19, 2018 - ZarVic Brothers LLC
Biotech companies now enjoy a new mode of fundraising in Asia. Biotech companies failing to meet the prescribed financial criteria for listing in Hong Kong can also apply to list on the main board of the Hong Kong Stock Exchange (HKEx), ranked among the world’s top three stock exchanges by proceeds. - September 18, 2018 - JC Legal
Northeast Professional Planning Group, Inc., (NPPG) a leading independent ERISA fiduciary, full-service employee benefits, retirement planning, and actuarial consulting firm announces the appointment of Natale Coraci to Senior Pension Administrator.
Mr. Coraci is a pension expert with over 25 years... - September 14, 2018 - Northeast Professional Planning Group
Northeast Professional Planning Group, Inc., (NPPG) a leading independent ERISA fiduciary, full-service employee benefits, retirement planning, and actuarial consulting firm announces the appointment of Matthew Donnachie to Retirement Plan Administrator.
Mr. Donnachie is an experienced retirement plan... - September 14, 2018 - Northeast Professional Planning Group
Three Questions to Ask Before You Retire. - September 13, 2018 - Guy Baker, Ph.D.
Millennium Strategic Investments specializes in lucrative real estate acquisitions in the Washington, DC metropolitan area. We are committed to identifying, analyzing and implementing strategies that result in consistent, above-average returns. - September 10, 2018 - Millennium Strategic Investments
Managing Partner, Joseph Malfitano, will be recognized for his contribution at Eastern Outfitters, which won the prestigious TMA’s “Transaction of the Year – Mid-Size Company” award for 2018. - September 08, 2018 - Malfitano Partners
Great Lakes Wealth announced it has implemented Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints a client’s Risk Number® and equips advisors to empower fearless investors.
Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics... - September 06, 2018 - Great Lakes Wealth
Elios Financial Group, Inc. (EFG) announces it has entered into an agreement with TD Ameritrade Institutional to serve as Custodian, effective immediately. The new relationship was the result of a thorough evaluation and a careful search process for a partner who would support Elios Financials’... - September 04, 2018 - Elios Financial Group, Inc.
In a move heralded by consumer advocates and industry groups alike, President Donald Trump today took action that will make it-once again-easier for 401(K) participants to maximize their savings by making it cheaper and easier for unrelated small businesses to pool together to offer retirement plans. - September 02, 2018 - TAG Resources LLC
Cryptocurrency exchanges in our time are a common phenomenon in the financial world. Enterprising people have long paid attention and are using this tool. However, it is worth noting that the market includes many variations of exchanges, and each of them has positive and negative aspects. Topex.io is a cryptocurrency exchange with daily loss compensation and profit distribution between TPX token holders. - August 28, 2018 - Topexio
The Palm Beach Hedge Fund Association is pleased to announce the panel discussion, "The Future of Crypto, Blockchain, and ICO's" in partnership with Venture Cafe Miami - August 25, 2018 - Palm Beach Hedge Fund Association
The Palm Beach Hedge Fund Association welcomes Arthur J. Martin LLC/ Engle & Volkers as an official real estate partner. - August 23, 2018 - Palm Beach Hedge Fund Association
Millenia Commercial Real Estate is pleased to announce that Mr. Eric J. Ramirez has been named a 2017 CoStar Power Broker TM by CoStar Group, Inc., the leading provider of commercial real estate information, analytics and online marketplaces. This annual industry award recognizes distinguished professionals in commercial real estate brokerage by highlighting the achievements of the firms and individual brokers who closed the highest transaction volumes in commercial property sales or leases. - August 18, 2018 - Millenia Commercial Real Estate
Dekel Strategic Investors and Arrowroot Real Estate Close Mueller Place in Austin, TX. - August 15, 2018 - Arrowroot Real Estate
This Summit will build on the 2018 Point In Time Count to find ways of breaking down barriers to housing California’s homeless population. “We will be bringing together landlords, non-profits, and the public sector to address the biggest issue in the state,” said United Way of Kern County CEO Mari Perez-Dowling. “We know from the evidence that the Housing First model works.” - August 10, 2018 - Income Property Association of Kern
ARGI recognized as one of Louisville Business First's 2018 Fast 50. - August 09, 2018 - ARGI
Advance Capital Management is pleased to announce that Michael Hohf and Daniel McHugh have been named as America’s Top Next-Gen Wealth Advisors by Forbes Magazine. The list recognizes the top-performing young advisors at their respective firms. - August 04, 2018 - Advance Capital Management