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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 - 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 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
Knoxville Financial Advisory Firm partnership grows and now includes clients in 30 states and the U.K. with over $300 million in advisory and brokerage assets held with LPL. - May 19, 2017 - Knox Wealth Partners
46 mortgage professionals have been included in a list naming the most prolific originators in the mortgage industry. - May 19, 2017 - Key Media
“We are honored to receive this award, which reflects our team’s commitment to work together to provide exceptional service to our clients,” said Palmerino. “Our team is what sets us apart from others.” - May 18, 2017 - CCR Wealth Management
Chris Campbell, CEO of CJ Campbell & Associates in Rockville, Maryland has qualified for Court of the Table of the Million Dollar Round Table (MDRT). Achieving Court of the Table status places Mr. Campbell among the top professionals in the global life insurance and financial services industry. - May 18, 2017 - CJ Campbell and Associates
30 individuals have been included in a list recognising the up and coming leaders in the fast-changing business of education. - May 18, 2017 - Key Media
Expertise recently completed a comprehensive rating evaluation of 898 advisors in Los Angeles, California and selected Montecito Capital Management Group & its Founder, Kipley J. Lytel, CFA as the Top 20 Financial Advisors in LA. - May 17, 2017 - Montecito Capital Management Group
Friealtor is a DC Area-Based Online Service That Connects Property Buyers and Sellers with Real Estate Agents Willing to Work for Zero Commission. - May 16, 2017 - Friealtor
Dan Overbey, the director of IFP Institutional Services, has been awarded the 2017 BISA Circle of Excellence as recognition of his leadership role in the insurance and securities industries. According to the Bank Insurance & Securities Association, this award is intended to highlight senior executives... - May 08, 2017 - Independent Financial Partners
75 professionals have been included in a definitive ranking of Canada’s best mortgage brokers. - May 06, 2017 - Key Media
Western Kentucky University recognizes two ARGI employees as notable Alumini. Western Kentucky University (WKU) recognized two current ARGI employees at the annual Gordon Ford College of Business Alumni Awards dinner on Friday April 28. Joe Reeves, CFP®, and Jeanne J. Fisher, CFP®, CFPA, MBA... - May 05, 2017 - ARGI
100 individuals named among the country’s Top Producers. - May 05, 2017 - Key Media has launched a new feature that helps senior adults and their families learn more about a high-end retirement community's financial viability before they decide to make a large financial commitment, which often includes a sizable entry fee. It is the only online resource like this that is available to consumers and it helps answer one of the most popular questions: Will my money be safe? The best news is that for now this feature is offered for free. - May 03, 2017 - My LifeSite
25 individuals have just been recognized in a list naming the country’s up and coming financial advisors. - April 28, 2017 - Key Media
200 realtors have just been recognized in a list of the top-performing agents in the country. - April 27, 2017 - Key Media
Rick Maraj, Retirement expert and President of The Retire Advisory Group, can now add author to his growing list of accomplishments. His book, "Building A Better Retirement" will be the go to resource for those looking to retire successfully. - April 26, 2017 - The Retire Advisory Group
Asset TV, the worldwide leader in financial and investment video, has further extended its editorial and content resources with the arrival of Jenny Hammond as its latest presenter and producer. Jenny joins Mark Colegate to become one of the faces of Asset TV in the UK. Jenny who has worked as a news... - April 24, 2017 - Asset TV UK
50 young professionals have just been recognized in a list of the insurance industry’s rising young stars. - April 23, 2017 - Key Media
Rick Maraj, founder and owner of The Retire Advisory Group, an independent financial advisory firm, is now hosting his new radio show on Sarasota News Radio 1320 and 1450 AM. The show "Building A Better Retirement" airs Sundays from 2pm-3pm. - April 19, 2017 - The Retire Advisory Group
ARGI congratulates Jason Simpson in becoming the third CFP© in their Bowling Green office, joining Jeanne J. Fisher, CFP©, CPFA, MBA and CFP© Board Ambassador, and Dena R. Nelsen, CFP©. ARGI currently employs 24 Certified Financial Planner™ professionals in six regional locations. - April 15, 2017 - ARGI
Edward Jones is proud to be named one of the country’s Best Workplaces in Financial Services and Insurance by Fortune magazine and consulting firm Great Place to Work®. - April 13, 2017 - Jacob Miller: Financial Advisor, Edward Jones
28 individuals have just been recognized in a list of the best-performing insurance brokers in the country. - April 12, 2017 - Key Media
A new released report showcases the leading independent mortgage brokerages in the country. - April 11, 2017 - Key Media
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