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MarketCurrents Wealth Management published its Annual Estate and Succession Planning Edition this week.
The report comes at a timely moment as we are witnessing the largest transfer of wealth taking place. This will continue over the next several years.
The longevity of a family’s wealth and... - February 26, 2018 - MarketCurrents
Thought is a blockchain and AI start-up, backed by Harrisburg University of Science and Technology. Thought is fundamentally changing the way data is processed by embedding AI into every small piece of data. This makes otherwise "dumb" information smart. Data becomes able to act on its own, eliminating the need for external applications, and thus makes data processing faster and cheaper. - February 24, 2018 - Thought Network
Thought is a blockchain and AI start-up, backed by Harrisburg University of Science and Technology. Thought is fundamentally changing the way data is processed by embedding AI into every small piece of data. This makes otherwise "dumb" information smart. Data becomes able to act on its own, eliminating the need for external applications, and thus makes data processing faster and cheaper. - February 23, 2018 - Thought Network
In "Playing the Game," Paul Remack applies his years of financial experience to questions that haunt anyone planning to retire with significant assets. The most important thing to understand is that you are playing a game whether you realize it or not. Remack explains why Wealth Transfer and Distribution is a game, and he shows you how that game is played. He lays out the necessary steps for planning retirement and how to avoid unnecessary conflict with the IRS. - February 23, 2018 - Remack Associates, Inc.
Dallas-based Coquest Inc., one of the largest independent introducing brokers in the U.S. derivatives markets, announced today that Mark Shore has joined its Coquest Advisors LLC as Director of Educational Research. Mr. Shore will be responsible for developing educational materials, workshops and webinars... - February 22, 2018 - Coquest Inc.
After a relatively quiet year for mergers and acquisitions in 2017, PD Wealth Solutions' Paul Graham predicts this year will produce a bumper harvest of deals between "Big Pharma" and Biotech. - February 19, 2018 - PD Wealth Solutions
For the second year in a row, Expertise has selected Montecito Capital Management Group & its Founder, Kipley J. Lytel, CFA as the Top 20 Financial Advisors in Los Angeles after completing a comprehensive and thorough rating evaluation of 898 advisors in Los Angeles, California - February 15, 2018 - Montecito Capital Management Group
20/20 Investment Club has an all-female, African American membership and celebrates its 20th anniversary by launching “Campaign INSPIRE!”, a national women’s empowerment initiative designed to celebrate the power of unity at a critical time in our nation’s history. - February 14, 2018 - 20/20 Investment Club
Nvestox welcomes wholesale transparency and efficiency in the equity markets. Nvestox, Inc. has served their global client base from their Manama headquarters since 2004. - February 14, 2018 - Nvestox
Trifecta Capital today announced that it has provided Rs. 6 crores of venture debt to Manak Waste Management Pvt. Ltd. which owns and operates the online used phone portal Cashify.in. The funds will be used to meet the growing working capital requirements of the Company.
“Our business is growing... - February 14, 2018 - Trifecta Capital
Employee Benefit Adviser Editorial Committee Selects 20 Advisers for 2018 Rising Stars in Advising. - February 07, 2018 - HUB International - West Region
WealthMan, the blockchain-driven platform for wealth management, announces the latest supplement to its Board of advisors. - January 30, 2018 - WealthMan
Robert Marsh, Senior U.S. Equities specialist at PD Wealth Solutions discusses the evolution of the consumer staples industry in his recently published 2018 Investment Outlook. - January 29, 2018 - PD Wealth Solutions
ARGI Named One of the Best Places to Work in Kentucky for 7th Consecutive Year - January 25, 2018 - ARGI
Concord Securities says it has benefited from a sharp increase in new client sign ups even as global stocks remain volatile. - January 24, 2018 - Concord Securities
In a year-long contest, Sector Arc Advisors, a Chicago-based commodity trading advisor, won first in Coquest's CTA Challenge, beating out 35 other CTAs. - January 21, 2018 - Coquest Inc.
ARGI, a Louisville-based personal and business financial advisory firm, celebrates a successful year in building the company’s philanthropic arm, ARGI Gives, which is dedicated to improving the lives of others in the communities they serve.
Created in the last quarter of 2015, ARGI Gives provides... - January 20, 2018 - ARGI
In a series of articles, starting this month, MarketCurrents Wealth Management will explore Artificial Intelligence (AI) and how it will affect Family Offices.
The evolution and application of AI in several industries has been rapid, especially in the last year, along with a general awareness of and... - January 19, 2018 - MarketCurrents
As the markets shift directions to best steer a clear path through this shifting terrain, Solomon and Kendrick aim to recruit a large enough base of talent to exceed the previous years benchmark record of return. - January 18, 2018 - Solomon and Kendrick
The list of risks family offices face is long and continues to grow with every new generation.
MarketCurrents Wealth Management released its 2nd annual Risk and Insurance edition, which centered on risks that family offices face (even the not –so- obvious) and the insurance solutions that are... - January 17, 2018 - MarketCurrents
Introducing Abbilon.com, a different kind of investment advisor. Abbilon recommends and manages portfolios of individual stocks (not funds) for clients of all income levels. By combining the latest technologies with fundamental investment principles and quantitative models, Abbilon makes it easy and affordable for individuals and small businesses to invest like the elite: in portfolios of carefully selected stocks. - January 12, 2018 - Abbilon Investments
ARGI, a Louisville-based personal and business financial advisory firm, is pleased to announce that PJ Gibbs, CFP® has joined the Bowling Green office.
Gibbs, a native of neighboring Logan County, joins the ARGI Bowling Green team after working for several years in the company’s headquarters... - January 11, 2018 - ARGI
Peregrine Energy Partners, a company assisting 1031 investors in diversifying their exchange, has agreed to acquire producing and non-producing oil and gas minerals in Washington County, Pennsylvania from an undisclosed seller.
Peregrine Managing Director C.J. Tibbs commented, “This acquisition... - January 09, 2018 - Peregrine 1031 Energy Partners
Thanks to CryptoWallet IRA, Investing in Digital Currencies is Now Simpler and Safer Than Ever. - January 03, 2018 - CryptoWallet IRA
MarketCurrents published its Tax and Jurisdiction’s edition in November, which took a look into how the focus on global tax transparency is impacting the way in which family offices approach choosing jurisdiction’s.
The recent publication of the Paradise Papers in addition to the Panama... - December 30, 2017 - MarketCurrents
Charles Leiser, ChFC®, FIC with Thrivent Financial in Roanoke, Va., is celebrating ten years with the financial services organization.
Before joining Thrivent Financial, Leiser worked at John Hancock Financial Services, Inc. as a financial representative and insurance specialist. Leiser graduated... - December 29, 2017 - Blue Ridge Group of Thrivent Financial
The Brilliant group of companies and Finamatrix have collaborated to create a regulated Blockchain A.I. Fund, called FIX Fund, classified as a diversified, stable-growth, and value investment fund, which mirrors the FIX Index, a portfolio of high-quality Blockchain, high-tech projects, and other liquid... - December 28, 2017 - Finamatrix
Seamans Capital Management is expanding it's Boston-based operations team with the hiring of Suzanne Matulis. - December 21, 2017 - Seamans Capital Management
Peregrine 1031 Energy Partners, a company assisting 1031 investors in diversifying their exchange, has agreed to acquire producing and non-producing oil and gas royalties in Kern County, California from an undisclosed seller.
One of Peregrine’s Directors, Josh Prier, applauds the acquisition efforts,... - December 20, 2017 - Peregrine 1031 Energy Partners
Advance Capital Management, one of the nation’s top registered investment advisers (Financial Times), is pleased to announce industry veteran James Walsh has joined its team of financial professionals serving West Michigan. The addition of Walsh further demonstrates the firm’s commitment... - December 20, 2017 - Advance Capital Management
“Retirement will be a dreadful place for many,” says financial advisor Robb Hill. For over 18 years, he has helped people not only put their financial house in order, but reorder their thinking processes for a better life outcome. Robb’s book, "Ask the Right Questions Get the Right Answers for Sound Financial Retirement Planning," is available on Amazon.com, BN.com, etc. - December 18, 2017 - R Hill Enterprises, Inc.
Seamans Capital Management (SCM) is pleased to announce that Robert N. Cunjak has joined our investment team this month.
Mr. Cunjak was previously at Sankaty Advisors (now Bain Capital Credit), where he was a Portfolio Manager, Managing Director, and Head of the Energy Team. Mr. Cunjak also invested... - December 17, 2017 - Seamans Capital Management
100 insurance professionals recognized in a list of the industry’s best. - December 15, 2017 - Key Media
29 HR practitioners named as the best of the best in the industry. - December 14, 2017 - Key Media
20 businesses have been recognised as Australia’s leading HR service providers. - December 13, 2017 - Key Media
Solomon and Kendrick are pleased to announce their first hub office in Hong Kong. With Mr. James Lee (Director of business development) overseeing the offices in Hong Kong with a growing Chinese economy being impossible to ignore. - December 12, 2017 - Solomon and Kendrick
Edward Jones has been named one of the 2017 Best Workplaces for Parents, ranked by research and consulting firm Great Place to Work and FORTUNE magazine. The firm ranked No. 6 on the list of 50 companies.
This accolade was based on more than 440,000 employee surveys from organizations nationwide. It... - December 08, 2017 - Jacob Miller: Financial Advisor, Edward Jones
13 HR professionals have been recognised as the best of the best in the industry. - December 07, 2017 - Key Media
In its second annual emerging markets report, MarketCurrents spoke to family office principals, including those with boots on the ground, who work with wealthy families in emerging markets around the world.
This edition focuses in particular on India, China, the Middle East and Russia. It provides in-depth... - December 04, 2017 - MarketCurrents
24 individuals named among the country’s leading risk professionals. - December 02, 2017 - Key Media
Solomon and Kendrick are pleased to be able to offer its newest Crypto currency fund for the new year. - December 01, 2017 - Solomon and Kendrick
10 individuals have been recognized as the top professionals in the Canadian mortgage industry. - November 30, 2017 - Key Media
The crypto-currency market is booming like never before. In just a few months the bitcoin price smashed record after record, reaching a new all-time high of $10.000. Next.Exchange, one of the leading decentralized stock exchange platforms in cryptocurrencies, welcomed today another milestone of reaching more than 25.000 traders and that in just one week after their Initial Coin Offering (ICO). - November 30, 2017 - NEXT.exchange
FTP Global have made public that their quarter 3 trading figures were 11% higher than the figures the firm had previously targeted. Quarter 4 figures are now in the process of being reviewed as a result. - November 28, 2017 - FTP Global
24 HR professionals have been recognized as the best of the best in the industry. - November 26, 2017 - Key Media
53 businesses recognised as some of the best brokerages providing specialised insurance services in the UK. - November 25, 2017 - Key Media
Empowered by distributed nodes, IPFS and Ethereum blockchain, join 650 000+ Sola users today and see the future of social media - November 23, 2017 - OpenLedger
Make Your Idea for a Game Reality with GetGame.io - November 23, 2017 - OpenLedger
To shake up the lending sector, Karma has created a financial platform offering competition to traditional banks and many P2P-platforms.
Financial products traditionally have been offered at rates which were advantageous only to the lender and on their terms, regulating which loans could be made or... - November 22, 2017 - OpenLedger
How many gift cards do you have that you either won’t use or have just a small amount of money left on them? What about all of those gift cards that just end up in the bottom of your drawers or your wallet, never to see the light of day? These unused gift cards add up to a lot of money which goes... - November 22, 2017 - OpenLedger