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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
The Palm Beach Hedge Fund Association announces today that it has formed a strategic partnership with the North American Derivative Exchange, (Nadex). - July 30, 2018 - Palm Beach Hedge Fund Association
ARGI, a Louisville-based personal and business financial advisory firm, is pleased to announce that Director of Business Development, Erin Haynes Reed, will be a part the Leadership Louisville Center’s Leadership Louisville Class of 2019. Reed will be one of 60 local professionals selected to participate... - July 27, 2018 - ARGI
Nvestox, industry pioneer in investment market technology launches dedicated App for Smartphone’s for their corporate clients. - July 26, 2018 - Nvestox
Russell Hill, longtime CEO of Chicago-based investment consulting firm Ellwood Associates, has announced that he will retire from the firm in February 2019. Hill will remain with the firm as chairman of the board of directors.
Hill has served as CEO of Ellwood since 2004. Under his leadership, the firm... - July 25, 2018 - Ellwood Associates
The Palm Beach Hedge Fund Association is thrilled to announce an official partnership with leading hedge fund and business bank, First Republic. - July 17, 2018 - Palm Beach Hedge Fund Association
Nativeflix, with over 500 hours of streaming programs, takes action to accelerate acquisition of content, and growth of subscriber base. - July 16, 2018 - Knoll Global Business Partners
Peregrine 1031 Energy Partners has agreed to acquire producing and non-producing oil and gas royalties in Dunn County, ND.
The purchase features production from numerous producing wells under ConocoPhillips in Dunn County, ND, part of the prolific Bakken Shale. The Bakken Shale represents one of ConocoPhillips’... - July 11, 2018 - Peregrine 1031 Energy Partners
Neto Financial Group Inc., an Accounting, Tax, and Wealth Advisory firm founded in Miami, Florida, has opened an office in Nashville, Tennessee.
Elizabeth Morton, CPA, and Arturo Neto, CFA, CPWA, opened the office in early June to provide a full suite of financial services to small business owners and... - July 10, 2018 - Neto Financial Group
Montecito Capital Management Group and its founder, Kipley J. Lytel, CFA are winners of the 2018 Wealth & Money Management Award for Best Wealth Management Practice in Southern California. The awards are presented by Wealth & Finance magazine. - July 09, 2018 - Montecito Capital Management Group
MarketCurrents published its third annual technology edition last week. The issue included coverage of a live in-person roundtable, which was held at the Lotte Palace Hotel in New York. This was an invite-only gathering, which included a number of family offices. RSM, a leading tax and consulting firm... - July 06, 2018 - MarketCurrents
Built specifically for the fast expanding cryptocurrency markets, Dimensions Network is a fully scalable and full-featured trading platform bringing all the best features together in one place. In addition to regular trading, the platform will feature advanced trading features such as Options and Futures trading as well as an industry first Exchange Aggregator. - July 01, 2018 - Dimensions Network
Advance Capital Management, headquartered in Southfield, MI, is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This marks the firm’s second year in a row on the list. - June 30, 2018 - Advance Capital Management
With new data protection laws now in effect across the European Union, Nvestox have spearheaded their client privacy with an AES upgrade. - June 30, 2018 - Nvestox
Josh Schwartz to lead two-day agenda, including discussion of plan design, practice management, investment solutions, and market insights. - June 26, 2018 - Retirement Plan Advisors
Ron Beaton's Money Matters Joins ARGI, Further Expansion Throughout the State for the Firm - June 21, 2018 - ARGI
Blockchain’s first truly global event, The Blockchain World Conference, today announced that LQDEX co-founder, Yogesh Srihari, will speak on Thursday, July 12 at 12:30 p.m. at Harrah’s Resort in Atlantic City.
Srihari’s presentation, “LQDEX - The Next Generation Digital Asset... - June 20, 2018 - LQDEX
Brad talks finances over local craft brews. - June 18, 2018 - Sherman Wealth Management
Brad Sherman is proud to be named one of the Investopedia Top 100 Financial Advisors. The Investopedia 100 list celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing strategies, life-stage planning and wealth management.
Investopedia’s... - June 18, 2018 - Sherman Wealth Management