Recent Headlines
Within Asset Management
Long Island Advisor Awarded Top Financial Professional
Howard Ginsberg, CPA of Ginsberg Wealth Management in Roslyn, Long Island, New York was recently recognized by Cetera® Financial Specialists, as a top financial professional based on his contributions and leadership in the financial community. Ginsberg has also been recognized as a member of the 2020 Leaders Council for the 16th consecutive year. - December 31, 2020 - Ginsberg Wealth Management
Lakeman Financial Launches the Lakeman Financial Foundation
Lakeman Financial recently announced that it has launched a donor-advised fund with Fidelity Charitable’s Giving Account. Fidelity Charitable is 501(c)(3) public charity. - December 31, 2020 - Lakeman Financial
Local Santa Barbara Investment Advisor, Kipley Lytel CFA Awarded "Wealth & Finance Elite 2021"
RIA Founder of Montecito Capital Management, Kipley J. Lytel CFA, recognized as “Best Wealth Manager 2021” by Corp Today for Southern California region. - December 28, 2020 - Montecito Capital Management Group
Simple Releases the 2021 Family Office & Private Wealth Trend Report
With COVID ambiguity and turbulent financial markets, new trends are rocking the financial world. In Simple's latest Family Office & Private Wealth Trends they dive in deep to the top trends family offices must brace for in 2021. Here are some key takeaways: Privacy becomes the new gold; Cause-washing becomes the new greenwashing; The rise of locality changes the real-estate investing game. - December 23, 2020 - Simple
Kentucky Home Price Growth to Moderate
Buyers getting priced out of the market, and sellers pulling back because of economic concerns - December 05, 2020 - WAIN Street
New “Saving with Steve” Radio-Podcast & TV Show Gifts Listeners New Financial Hope and Money Solutions
Financial consultant Steve Sexton shares weekly financial tips and tricks for a happier, healthier life. - December 04, 2020 - Sexton Advisory Group
Richard Kang Joins Accelerate as Special Advisor
Accelerate Financial Technologies Inc. (“Accelerate” or the "Company") is pleased to announce that Richard Kang has joined the Company as Special Advisor. "We're excited to have Richard join the Accelerate team as Special Advisor to help lead our distribution and... - December 04, 2020 - Accelerate Financial Technologies Inc.
CapitaLand Secures First Three Green Loans in India Totalling INR17 Billion for Its Business Park Developments in Chennai, Gurgaon and Pune
CapitaLand has secured its first three green loans in India, totalling INR17 billion (S$323 million) from DBS Bank India Limited (DBS) and the Hongkong and Shanghai Banking Corporation Limited India (HSBC India). The three green loans mark CapitaLand’s first foray in sustainable finance in... - November 20, 2020 - CapitaLand Investment Limited
NAV Valuation & Advisory LLC Launches Complimentary Software Benchmarking Report Analyzing Publicly-Traded Application Software Firms in the U.S.
Valuation & Tech M&A Advisory Firm Captures Both Size-Adjusted Data and Financial Ratios for the Middle-Market Software Firms. NAV Valuation & Advisory LLC (“NAV”), a multidisciplinary valuation and technology investment banking firm, launched its 4th Quarter 2020 Software Benchmarking Report today. The NAV Software Benchmarking Report presents over 60 pages covering market commentary and analysis of industry trends. - November 17, 2020 - NAV Valuation & Advisory LLC
Florida’s Reverse Mortgage Center Announces Expansion with New Office Location in Tampa
Florida’s Reverse Mortgage Center has announced the opening of a new office location in Tampa. With interest growing and public awareness of the many benefits of a reverse mortgage, Florida’s Reverse Mortgage Center has found itself in a position to expand their physical presence in the... - November 01, 2020 - Florida's Reverse Mortgage Center
Financial Connection to Breast Cancer - All Women Financial Firm, Urban Wealth Management Assists Women
Researchers have connected the term "financial toxicity" to breast cancer. And while the energy of the woman diagnosed with breast cancer should be on healing and taking care of herself; life can spiral out of control and money is the root cause. Urban Wealth Management, an All Woman Financial Firm in Los Angeles is assisting women in getting their financial life in gear and focus on healing and living the life they desire and deserve. - October 30, 2020 - Urban Wealth Management
Smart Urban Co-Innovation Lab, Southeast Asia’s First Industry-Led Lab for Smart Cities Solutions Development, Opens in CapitaLand’s Singapore Science Park
CapitaLand and its industry partners commit up to S$10 million as a start to catalyse solutions development and deployment locally and overseas. - October 30, 2020 - CapitaLand Investment Limited
RPA to Host Virtual Trustee University with Special Guest Ron Insana
October 27 and 28 virtual event helps retirement committee members satisfy Missouri’s annual continuing education requirement. - October 21, 2020 - Retirement Plan Advisors
Rick Foxx, CEO of Florida’s Reverse Mortgage Center Releases New Book: "Reverse Mortgages Made Simple"
Earlier this morning, Rick Foxx, CEO of Florida’s Reverse Mortgage Center, announced the release of his third book: "Reverse Mortgages Made Simple: Your guide to the NEW Reverse Mortgage and Retirement Security - Shattering the Myths, Misconceptions and Confusion about Reverse... - October 21, 2020 - Florida's Reverse Mortgage Center
The Palm Beach Hedge Fund Association Announces a Strategic Partnership with Jupiter Orphan Therapeutic
Jupiter Orphan Therapeutics forms strategic partnership with The Palm Beach Hedge Fund Association. - October 15, 2020 - Palm Beach Hedge Fund Association
Natalie Greenberg Joins MJW Investments as COO
MJW Investments (MJW) announced today that Natalie Greenberg will join the firm as Chief Operating Officer (COO). In this newly created role, Greenberg will be directly involved in the formulation and execution of company strategy. In addition, she will oversee the functions of Acquisitions, Asset... - October 11, 2020 - MJW Investments
Stansberry Asset Management and Domicilium Launch Second Real Estate Fund
New fund seeks to capitalize on growth trends in Southeast markets. - October 11, 2020 - Stansberry Asset Management
Kentucky Housing Market Showing Early Signs of Cooling
Houses anticipated to stay on market for longer as fewer houses expected to sell above asking price. - October 04, 2020 - WAIN Street
CMC Equities to Host Free Online Forex Trading Seminar October 3, 2020
Due to rapid growth in demand for trading information from private investors, CMC Equities will begin to host a series of online forex trading seminars. - September 28, 2020 - CMC Equities
Darin Buford Named College Unit Director at Northwestern Mutual-Chesterfield
Buford will coach and lead a team of college financial representatives who are participating in the firm’s nationally top-rated internship program. Buford will continue to serve as a financial representative. - September 17, 2020 - Northwestern Mutual-Chesterfield
State of the Underdog Report Shows Upside for Investors but the Gap is Widening for Underestimated Entrepreneurs to Access Capital
The 2nd Annual State of the Underdog Report 2020 shows there is tremendous potential upside for investors if the barriers faced by underestimated entrepreneurs can be overcome. Underdogs include women, Blacks, Browns, Latinx, LGBTQ, older, differently-abled, non-Ivy League graduates and all others who have been conditioned to believe that entrepreneurial success is not possible for people like them. Promise Phelon, an underdog, highlights the upside for investors and opportunity for founders. - September 10, 2020 - The Growth Warrior
Kentucky Home Sellers Opt to Refinance as Bidding Wars Discourage Buyers
Home price growth to moderate - September 04, 2020 - WAIN Street
Muller & Bradley Raises $450 Million for Its Second Global Infrastructure Fund
Muller & Bradley, Investment Services, has raised $450 Million, eleven months after the fund’s first close in October 2019. “We are grateful for the support and trust from our partners and new investors,” said Thomas Bradley Co Founder CEO and Chief Account Manager at Muller... - September 03, 2020 - Muller & Bradley
Muller & Bradley is Pleased to Announce They Have Appointed Christopher Anheuser to Run Their Fast Growing Asia Institutional Department
Christopher Anheuser is a highly qualified finance officer, with an already impressive career in the financial sector. Before joining Muller & Bradley, he spent four years as Custody Operations Manager at Industrial & Commercial Bank of China, where he was Division of Corporation Finance... - August 28, 2020 - Muller & Bradley
The Palm Beach Hedge Fund Association Announces a Strategic Partnership with Masterworks.io
The Palm Beach Hedge Fund Association is pleased to announce a strategic partnership with Masterworks.io. Masterworks.io is an exclusive community of fine art investors, opening up a new asset class that makes it possible to invest in blue-chip art for a fraction of the normal price. Blue-chip... - August 21, 2020 - Palm Beach Hedge Fund Association
Kentucky Home Price Growth to Moderate
Potential Sellers Held Back by Inability to Buy Another Home - August 07, 2020 - WAIN Street
ARGI Announces ARGI Trust
ARGI, a personal and business financial advisory firm, partners with Advocacy Trust to provide new trust offering. - August 06, 2020 - ARGI Financial Group
BitRoyal Exchange is Back with a Big Announcement
Indian Digital Currency is at the peak during COVID-19 and BitRoyal Exchange, an authentic US-based cryptocurrency exchange proudly announced that they are launching soon in India with a lot of additional features. Accomplishing a wide market in the US, BitRoyal’s arrival in India is making the Indian audience more curious. Here is what the CEO of BitRoyal has to say about their launching in India and about the platform. - August 05, 2020 - BitRoyal Ltd.
Jason Groth Earns Certified Financial Fiduciary® (CFF) Designation
Jason Groth, Advisor at Safe Harbor Solutions, has earned the Certified Financial Fiduciary® (CFF) designation. He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary® designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest first. - August 01, 2020 - Safe Harbor Solutions
Advance Capital Management Named to 2020 Financial Times 300 Top Registered Investment Advisers
Advance Capital Management is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fourth year in a row that Advance Capital Management has been listed. - August 01, 2020 - Advance Capital Management
Bitfury’s Crystal to Assist the Ukrainian Ministry of Digital Transformation
Crystal Blockchain is proud to collaborate with the Ministry of Digital Transformation, Ukraine’s committee for digital transformation to introduce financial monitoring for virtual assets. - July 26, 2020 - Crystal Blockchain
Florida's Reverse Mortgage Center Announces Launch of New Interactive Website
Florida's Reverse Mortgage Center has announced the launch of their new, interactive website: www.FLRMC.net. This website promises to bring fast and easy information about reverse mortgages to seniors all over Florida. CEO Rick Foxx had this to say: "I'm pleased as Punch. Not only does the... - July 22, 2020 - Florida's Reverse Mortgage Center
Silverbrook Capital Enters Boise Real Estate Market
Firm Closes on Two Real Estate Transactions in the Boise Metro Area. Silverbrook Capital, a Las Vegas-based investment firm, today announced the closing of two real estate transactions in the Boise Metro area. “The region is one of the fastest growing metro areas in the United States and... - July 22, 2020 - Silverbrook Capital
Daryon Hotels Announces the Launch of Cathedra Online Portal
Cathedra, a comprehensive web portal, provides hotel owners, investors and managers with complete knowledge of hotel operations. - July 17, 2020 - Daryon Hotels International LLC
Foxx and Associates Announce New Reverse Mortgage Venture: Florida’s Reverse Mortgage Center
Foxx and Associates have announced a new venture, Florida’s Reverse Mortgage Center, a company created to educate and help seniors navigate the Reverse Mortgage process. Rick Foxx, Foxx and Associates Mortgage’s CEO and founder spoke about this exciting, new company, “I’m... - July 09, 2020 - Foxx and Associates
HousingIQ Survey: Kentucky REALTORS® Confidence Continues to Rise
Homebuyers push prices higher as slower pace of new listings forces bidding wars. - July 05, 2020 - WAIN Street
Christopher Campbell Achieves Prestigious Top of the Table MDRT Qualification
Christopher Campbell, Founder and CEO of CJ Campbell & Associates in Rockville, MD has qualified for MDRT Top of the Table, a coveted milestone achievement for membership in Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals® Top of the Table is an... - June 19, 2020 - CJ Campbell and Associates
The Palm Beach Hedge Fund Association Forms a Strategic Partnership with Echo Fine Properties
The Palm Beach Hedge Fund Association is pleased to announce a strategic partnership with Echo Fine Properties. With a history of leading luxury real estate sales in Palm Beach County, Echo Fine Properties is uniquely suited to assist the hedge fund and financial community migrating to the region. - June 18, 2020 - Palm Beach Hedge Fund Association
Nicole Caringal, Leader in the Financial Service Industry, Joins Award-Winning Valliant Wealth Strategies Team
Valliant Wealth Strategies is pleased to announce the addition of Nicole Caringal, CERTIFIED FINANACIAL PLANNER™ provider, to its award-winning financial services team. Caringal brings over twenty years of finance experience with a long, successful career in management and compliance with... - June 17, 2020 - Valliant Wealth Strategies
Salvus Reports on Cyprus Investment Funds
SALVUS Funds, as key provider of fund services in Cyprus, have summarized the Statistics Department of the Central Bank of Cyprus (CBC) data release of May 2020 for Investment Funds based in Cyprus. The reporting frequency is quarterly, and the current data set period includes data until the end of March 2020. This set of data captures a good part of the COVID-19 impact, which saw global markets crash within February and partly recovering within March. - June 08, 2020 - Salvus Funds
Eastern Shore Wealth Advisor, Mary Ellen Valliant, Named One of Forbes’ Top Advisors in the Nation and in the State
Mary Ellen Valliant, Founder, Managing Partner of Valliant Wealth Strategies, Accredited Institutional Fiduciary, and Raymond James Leaders Council member, was named to the Forbes’ Top Women Wealth Advisors in the nation and Best-In-State Wealth Advisors for the state of Maryland. Of the top... - June 08, 2020 - Valliant Wealth Strategies
MAS Advisors, LLC Acquires Insurance Agency, Synergy Life Brokerage Group
MAS Advisors, LLC, a Miami based investment advisory firm, through its Principal and Managing Member, Ricardo R. Calderon, has acquired Synergy Life Brokerage Group, LLC. Its founder, Robert Stuchiner, will continue to provide his guidance and expertise as the agency continues to grow. - June 04, 2020 - MAS Advisors, LLC
HousingIQ Survey: Kentucky Homebuyers Bid Up Prices as Sellers Hold Back
Three out of five REALTORS® say sellers are holding back listings due to current economic uncertainty while an equal number report buyers are returning. - June 02, 2020 - WAIN Street
ALTA Estate New Website
ALTA Estate Services, LLC has recently launched its new comprehensive website to better service its clients and the general public located in Tucson, Green Valley and Sierra Vista, Arizona. ALTA Estate Services, LLC specializes in legal document preparation in the areas of trusts and estate... - May 31, 2020 - ALTA Estate Services, LLC
DTS Financial Group Has Now Moved to Fee Based
DTS Financial Group in Irvine, CA has now moved to a fee based practice. What is a fee based practice? Fee base means that you are charged a fee for personalized services like financial planning, retirement planning, social security planning, estate planning, and optimal retirement income planning. - May 29, 2020 - DTS Financial Group
MetricStream and Compliance.ai Offer Enhanced Regulatory Change Management Solution for Financial Institutions
MetricStream platform integration with Compliance.ai now allows financial institutions to proactively manage the growing volume and velocity of regulatory changes. - May 18, 2020 - Compliance.ai
David K. Young Consulting, LLC and Northeast Professional Planning Group, Inc. (NPPG) Expanding Partnership
David K. Young Consulting, LLC (DKYC) and Northeast Professional Planning Group, Inc. (NPPG) have expanded its partnership to gain synergies and a much broader footprint for both firms. The partnership isn’t an acquisition or merger of the two firms as they will remain autonomous from each... - May 10, 2020 - NPPG, Inc.
HousingIQ Survey: Kentucky Homebuyers Retreat as Sellers Hold Firm
House prices to hold steady as sales volumes decline. - May 06, 2020 - WAIN Street
Jennifer Lang Financial Services Launches New eBook to Tackle the Financial Planning Issues of Women
Women have unique financial needs. This eBook serves to help women with tips and guidance to maximize growth and protect retirement capital. - May 03, 2020 - Jennifer Lang Financial Services, LLC.
Dave Ramsey Organization Announces Asa Lakeman, CFP®, CFS of Lakeman Financial as a Smartvestor Pro
Outstanding client service, ethics, and professionalism have enabled Asa Lakeman CFP®, CFS Financial Advisor and President of Lakeman Financial, to achieve a position as a SmartVestor Pro by the Dave Ramsey organization. To attain the SmartVestor Pro status, financial professionals must agree... - May 03, 2020 - Lakeman Financial