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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 to... - August 19, 2017 - Williams Asset Management
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 the... - August 17, 2017 - Credit Solutions Services
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 research,... - August 12, 2017 - Portfolio Evaluations, Inc.
75 women have been recognized as some of the mortgage industry’s top professionals. - August 05, 2017 - Key Media
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
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 recognized... - August 04, 2017 - Advance Capital Management
50 individuals have been recognised among talented young professionals making their mark on the insurance industry. - August 04, 2017 - Key Media
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 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 has announced the public release of his Hedge Fund Business Plan, through his personal website. - July 29, 2017 - Montgomery Assets
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 employee... - July 29, 2017 - Jacob Miller: Financial Advisor, Edward Jones
55 young men and women have been recognized among the country’s top mortgage professionals. - July 29, 2017 - Key Media
38 companies have come out on top in a list recognizing the top carriers voted by insurance agents. - July 28, 2017 - Key Media
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 by... - July 27, 2017 - A R Foundation
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 enough... - July 25, 2017 - BillCrush.ca
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
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 work... - July 22, 2017 - Williams Asset Management
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
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 National... - July 21, 2017 - Georgetown Financial Group, Inc.
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.
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
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 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 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 PrimeAlpha.com... - July 12, 2017 - MarketCurrents
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
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 Wealth Management Group releases 2nd annual Technology Trends in Family Offices 2017 - July 06, 2017 - MarketCurrents
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
50 individuals have just been recognized in a list of the most influential women in the mortgage industry. - July 04, 2017 - Key Media
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
125 women have been recognized as some of the insurance industry’s top professionals. - July 01, 2017 - Key Media
Newly revised book takes an up-close look at often-asked questions about senior housing options. - June 30, 2017 - My LifeSite
Edward Jones Financial Advisor Ben Zuckerman Receives Award for Client Development. - June 30, 2017 - Edward Jones Financial Advisor: Ben Zuckerman
Edward Jones Financial Advisor Ben Zuckerman Earns Performance Award for exemplary performance in 2016. - June 30, 2017 - Edward Jones Financial Advisor: Ben Zuckerman
Edward Jones Financial Advisor Receives Service and Excellence Award. - June 30, 2017 - Edward Jones Financial Advisor: Ben Zuckerman
Edward Jones Financial Advisor Ben Zuckerman Earns Century Award for Exemplary Performance in 2016 - June 30, 2017 - Edward Jones Financial Advisor: Ben Zuckerman
50 individuals have been recognized as the movers and shakers of Canada’s financial industry. - June 30, 2017 - Key Media
Michigan-based financial advisory firm Advance Capital Management has been named one of the 2017 top financial advisers by the Financial Times. - June 24, 2017 - Advance Capital Management
Industry report recognizes 75 individuals shaping the Canadian real estate business. - June 24, 2017 - Key Media
A new released report showcases the leading mortgage brokerages in the country. - June 22, 2017 - Key Media
24 teams have been included in a list recognising Asia’s top performing HR teams. - June 21, 2017 - Key Media
34 Insurance professionals have been recognized as the best brokers in the nation. - June 17, 2017 - Key Media
7 insurance professionals recognised to be at the top of their specialist areas - June 15, 2017 - Key Media
Ferratum Bank p.l.c. has signed a partnership agreement with Innovative Assessments International, Ltd. that will promote greater financial inclusion by helping extend more credit to Ferratum’s clients. - June 05, 2017 - Innovative Assessments
42 wholesale partners earned five-star marks, as rated by insurance producers. - June 03, 2017 - Key Media
23 businesses have been recognised as the best employers in the country, as rated by their employees. - June 01, 2017 - Key Media
MyLittleAdventure.com is the online ticketing platform that shows over 150,000 unique, cool and hidden things to do and see in the world on one easy-to-use platform. Pulling in over 150,000 exciting attractions and adventures from over 175 countries in 14 languages, this revolutionary travel platform... - May 29, 2017 - OpenLedger
21 financial professionals have been included in a list naming the top portfolio managers in the country. - May 26, 2017 - Key Media
The top 10 mortgage brokerages stand-outs of the franchise industry revealed in annual report. - May 25, 2017 - Key Media
Actualize Consulting is pleased to announce Mark Faber will be joining the team as Managing Director of Collateral Management Services. Mark will be based on New York and focused on expanding the firm’s collateral management services and capabilities. - May 23, 2017 - Actualize Consulting
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