Asset Management Press Releases & News (Page 8)

Advance Capital Management’s Terra Hohf Named to Forbes Top Women Wealth Advisor List

Advance Capital Management is pleased to announce that Terra Hohf has been recognized on the 2020 Forbes Top Women Wealth Advisor list. The list spotlights 1,000 top female advisors across the country. In total, they manage nearly $920 billion in client assets. Advisors were nominated and then... - April 29, 2020 - Advance Capital Management

SelFin Partners with Innovative Assessments to Help Increase Credit Access for Indian MSMEs

SelFin and Innovative Assessments have signed a partnership agreement to collaborate with regards to improving the financial inclusion of micro-enterprises in India using psychometric analysis. - April 24, 2020 - Innovative Assessments

Institute of Business & Finance Announces a New CFS® Designee

Institute of Business & Finance Announces a New CFS® Designee The Institute of Business & Finance (IBF) recently awarded Asa Lakeman with the first nationally recognized mutual fund designation, CFS® (Certified Fund Specialist®). This graduate-level designation is conferred... - April 24, 2020 - Lakeman Financial

GetBucks Adds Innovative Assessments’ New Credit Scoring Technology

GetBucks (Pty) Ltd., part of the Finclusion Group and a South African company focusing on digital financial and insurance solutions, have signed a partnership agreement with Innovative Assessments International, Ltd. (“IA”) to promote financial inclusion and extend more credit to those... - April 15, 2020 - Innovative Assessments

GIS General Fund Holds Steady During Economic Volatility

A life settlements fund, GIS General Fund, set to weather the financial storm from COVID-19 pandemic. - April 01, 2020 - GI Asset Management

Scrooger - New Independent Financial Comparison Platform - Has Launched

Scrooger is a completely independent comparison platform and information service. It's a place where you can find the best deals and learn how to save and earn more money. - March 31, 2020 - Scrooger

BEQUANT to Provide Distribution and Commentary on Select Blockchain Research Institute Reports

BEQUANT – a London based digital asset Prime Brokerage firm – has begun an initiative to provide in-depth industry analysis and commentary for Blockchain Research Institute (BRI) reports. Using data from industry research compiled by the Blockchain Research Institute, BEQUANT will... - March 23, 2020 - BEQUANT

Flanks Becomes the First Company of Europe in Offering Product Aggregation of Investments

Flanks, the startup located in Barcelona, is positioned as the first company in Europe specialized in the aggregation of investment accounts. - March 16, 2020 - Flanks

MDT Ventures Has Closed Its Second Fund at $170 Million

MDT Ventures is a minority lead Venture Capital firm that has announced the closing of MDT Ventures Fund II of 170MM. MDT Fund II was substantially oversubscribed closing its hard cap and surpassing its target of 150 Million. - March 14, 2020 - MDT Ventures

Kipley Lytel’s Investment Firm Recognized as Region’s Top 20 Financial Advisors

Expertise Ranked Kipley J. Lytel and Montecito Capital Management as Top 20 Regional Financial Advisors for 2020. - March 13, 2020 - Montecito Capital Management Group

Forex Industry Veterans to Launch New “App Store” Marketplace; OQ Trading Technology is Redefining FX Technology Through Innovative Solutions

Foreign exchange market veterans Marco Sierra and Alejandra Díaz are proud to announce that effective March 6, 2020, OQ Trading Technology will offer a new App Store. The App store is an online marketplace that offers a full suite of tools and applications which allows traders to customize... - March 05, 2020 - OQ Trading Technology

Experienced Financial Planner Launches Lakeman Financial to Better Serve Clients

Asa J Lakeman, CFP®, CFS (Certified Fund Specialist) is pleased to announce the formation of Lakeman Financial. Asa brings with him nearly two decades of experience helping businesses and families pursue their financial goals. Asa has achieved the Certified Fund Specialist and Certified... - February 29, 2020 - Lakeman Financial

MarketCurrents WealthNet Announces 2020 Family Office Event Schedule

MarketCurrents WealthNet announced today its 2020 line-up of private, invitation-only Family Office Dinner Roundtables, each of which is designed to provide insights and knowledge to an elite group of 20-25 family office and high net worth investors. MarketCurrents’ 2020 Family Office Dinner... - February 28, 2020 - MarketCurrents

BEQUANT Prime Brokerage Launch Continues at Cryptocompare’s Digital Asset Summit

BEQUANT co-hosting institutional finance leadership at Cryptocompare's Digital Asset Summit March 10,2020. - February 22, 2020 - BEQUANT

Michael Landsberg, Chief Investment Officer at Landsberg Bennett Private Wealth Management Was Recognized on the 2020 Forbes Magazine Best-in-State Wealth List

Michael Landsberg, a founder, and Chief Investment Officer at Landsberg Bennett Private Wealth Management was recognized on the 2020 Forbes Magazine Best-In-State Wealth Advisors list. This year’s list spotlights over 3,000 top advisors from across the country. This is the 3rd time Michael... - February 06, 2020 - Landsberg Bennett

BEQUANT Adds Cardano (ADA) Trading Pairs to Its Market Leading Exchange Platform

BEQUANT, a full service digital assets prime brokerage with a leading multi-exchange trading platform, has added Cardano (ADA) to its coin-pair offerings. The new pairs will provide professional traders with enhanced options to trade Cardano, a top 10 digital asset by market cap, in one unified... - February 05, 2020 - BEQUANT

BEQUANT CEO George Zarya Confirms No Bitcoin-Markets Correlation After China Virus and Market Tumble, Launches Prime Brokerage and Partnerships

George Zarya and Bequant confirm no correlation between bitcoin and markets after China virus scare, Prime Brokerage and Partnerships launched globally. - January 29, 2020 - BEQUANT

Gary Williams of Williams Asset Management Named in Forbes’ Best-in-State Wealth Advisors List for 2020

President and Founder of Williams Asset Management, Gary Williams, has been named as one of Maryland's "Best-in-State" Wealth Advisors by Forbes’ for 2020. - January 26, 2020 - Williams Asset Management

2020 Begins with a Bang for Clear Capital Partners as Two Additional Childcare Centers Are Added to Its Ever-Growing Portfolio

Clear Capital Partners, a merger and acquisition firm, is pleased to announce its acquisition of its two child care centers: “Creative Learning Center” in Destin, Florida and “Midlothian Children’s Academy” in Midlothian, Virginia. Creative Learning Center has been... - January 25, 2020 - Clear Capital, LLC

Two Advance Capital Management Advisors Named “Best-in-State” for Michigan

Michael Hohf and Jeffrey Lido earn spots on Forbes magazine’s coveted Best-in-State Wealth Advisors list. - January 25, 2020 - Advance Capital Management

BEQUANT CEO George Zarya and Team at Davos 2020 for Prime Brokerage Launch

BEQUANT CEO and Team in Davos launching the company's Prime Brokerage product with major industry. - January 24, 2020 - BEQUANT

Equity Consortium Agrees to Acquire Stakes in New York's Astoria Energy Facilities

A consortium of equity investors including APG, MEAG (Munich Re’s asset manager acting for investors from within Munich Re Group), and Clal Insurance Company, alongside other US institutional investors have agreed to acquire 100% of Astoria Energy I and a 55% interest in Astoria Energy II. - January 18, 2020 - APG Asset Management US Inc.

Digital Asset Firm BEQUANT at Davos 2020 to Further Engage Major Industry

BEQUANT Engaging DAVOS 2020 on digital assets for major industry. - January 18, 2020 - BEQUANT

Copper Canyon LLC Investment Advisory Celebrates the Launch of Two New Portfolio Models

Copper Canyon LLC Investment Advisory celebrates the creation and launch of the Dynamic Active Equity and Dynamic Income Portfolio Models. - January 17, 2020 - Copper Canyon LLC

Howard Ginsberg Welcomed Into Cetera Financial Specialists Group of Top Advisors for 2019

Howard L. Ginsberg, CPA of Ginsberg Wealth Management in Roslyn, Long Island NY, was recently announced as a member of the Leaders Council for the 15th consecutive year. - January 10, 2020 - Ginsberg Wealth Management

BitRoyal Starts New Year 2020 with More Exciting User Experience

Continuing its commitment to improve customer experience, BitRoyal is focusing on making changes to their platform and went live with its first set of changes. BitRoyal is perhaps the only platform still allowing buy/sell crypto with zero commission. - January 09, 2020 - BitRoyal Ltd.

Ahorros Latinos, a División of California Pacific Bank, is Launching New Interest Rates Under the Federal Economic Recovery Program

The special interest rates are for savings accounts, certificates of deposits and money market accounts. - January 05, 2020 - Ahorros Latinos

The Palm Beach Hedge Fund Association Announces a Partnership with the Palm Beach Symphony

The Palm Beach Hedge Fund Association (PBHFA.org) and the Palm Beach Symphony have announced a partnership, creating opportunities for members to experience one of South Florida’s major cultural institutions during this landmark season that has seen record-breaking ticket sales and unprecedented donor enthusiasm and support. - December 29, 2019 - Palm Beach Hedge Fund Association

Ahorros Latinos and the Unión Nacional de Trabajadores of Mexico Have Just Signed an Agreement

Ahorros Latinos will be managing a retirement fund for each Mexican worker belonging to the union. In which, Ahorros Latinos (www.ahorroslatinos.com, subsidiary of California Pacific Bank) will be managing a retirement fund for each Mexican worker belonging to the union. Founded in 1997, it is... - December 23, 2019 - Ahorros Latinos

iPlanRx Announces CESA 7 from Green Bay, WI as the 2019 H.E.R.O. Award Recipient; the H.E.R.O. Award Recognizes Outstanding Achievement in Reducing Health Insurance Costs

iPlanRx, a company located in Green Bay WI, today announced the 2019 H.E.R.O. award recipient as CESA 7. The H.E.R.O. award stands for Health Expenses Returned to Operations and recognizes organizations that have proactively addressed the rising costs of healthcare with innovation to not only... - December 14, 2019 - iPlanRx

Miami/Memphis Advisory Groups Announce Merger

MAS Advisors, LLC, a Miami investment advisory firm, has announced the completion of the merger of the business and operations of Memphis-based Wealth Strategies Group, Inc. (WSG), which will operate as a Division of MAS Advisors. WSG will be led by Charles Auerbach, who has deep experience in the... - December 13, 2019 - MAS Advisors, LLC

Domani Wealth Acquires Local Advisory Firm

As of Friday, Dec. 6, Domani Wealth has completed the acquisition of EHD Advisory Services. EHD Advisory Services was founded in 2003 and was previously affiliated with EHD Insurance, a Lancaster-based company. A Registered Investment Advisor, the firm provided wealth management and financial... - December 13, 2019 - Domani Wealth

Cinderella Target Value Zones Inc.: Shareholder Update

Cinderella Target Value Zones Inc. (OTC Pink: CTVZ) (“The Company”) is pleased to announce the following shareholder update regarding recent material events and corporate actions. - December 11, 2019 - Cinderella Target Value Zones Inc.

Ahorros Latinos Expands Palm Beach Team

Ahorros Latinos, www.ahorroslatinos.com, the Latin America Financial Division of California Pacific Bank, today announced that Karen Chamorro has joined the firm's Palm Beach office as a senior vice president and relationship manager. - December 11, 2019 - Ahorros Latinos

MarketCurrents Publishes Its Fall Real Estate Edition 2019

MarketCurrents Wealth Management, the leading b2b information and events business, published its Fall Edition focused on real estate trends for family offices. The publication was based on its Fall Dinner held at the Penn Club on November 5th in New York City. Over 25 family offices convened at... - December 10, 2019 - MarketCurrents

Berkshire Hills Capital is Opening Latin American Office in Bogota, Colombia

The new office aims to boost Berkshire Hills Capital Group’s operations as it expands its services in the region. Berkshire Hills Capital (BHC) has a new office in Bogota. The Managing Director Simon Sandoval and his partner and CEO of Berkshire Finance, Jose Luis Huayhua launched the office... - November 28, 2019 - Berkshire Hills Capital Group

BitRoyal Announces Massive Offers to Make Crypto Trading Attractive for All

Ahead of Thanksgiving, BitRoyal is all geared up to ensure its users make full use of its trading platform. Besides providing globally accessible crypto-currency exchange, a best-in-class platform for its growing community of partners and budding traders to enable the trading of digital assets, the exchange is now focusing to improve operational efficiency. - November 21, 2019 - BitRoyal Ltd.

Appointment of Board Director, Quantgate Systems Inc.

Quantgate Systems Inc., (“Quantgate” or the “Company”) a technology company that develops retail and institutional fintech products and services, announces today that it has appointed Michel Lebeuf as a member of the board. Serving as corporate secretary and Chief Legal Officer. - November 16, 2019 - QuantGate Systems Inc.

Epcylon Technologies Inc. Changes Its Name to QuantGate Systems Inc.

Epcylon Technologies Inc, (OTC PINK: PRFC) (“Epcylon” or the “Company”) a technology company that develops retail and institutional fintech products and services, announces today that it has registered for a name change to QuantGate Systems Inc. The name change for trading purposes will take effect after approval by the Financial Industry Regulatory Authority (FINRA). The Company will file shortly with FINRA for such approval. - November 09, 2019 - QuantGate Systems Inc.

Hedge Fund Lab Launches Its Startup Fund Accelerator

A dedicated accelerator program to support early-stage portfolio managers. - October 23, 2019 - Hedge Fund Lab

The Society for Financial Awareness (SOFA) is Proud to Announce Their Newest Chapter Member – Gary S. Williams, Who Will Represent the Baltimore, Maryland Area

SOFA is a nationwide nonprofit organization with the mission to end financial illiteracy across America, one community at a time. They are comprised of various working financial professionals who volunteer a Pro Bono service to their communities by conducting free financial educational workshops and seminars to companies, churches and other organizations. - October 17, 2019 - Williams Asset Management

The Society for Financial Awareness (SOFA) is Proud to Announce Their Newest Chapter Member – Nicholas Ibello, CFP®, AIF®, Who Will Represent the Baltimore, Maryland Area

SOFA is a nationwide nonprofit organization with the mission to end financial illiteracy across America, one community at a time. They are comprised of various working financial professionals who volunteer a Pro Bono service to their communities by conducting free financial educational workshops and seminars to companies, churches and other organizations. - October 13, 2019 - Williams Asset Management

MarketCurrents Wealth Management to Host Real Estate Investment Trends Summit for Single Family Offices

MarketCurrents Wealth Management to Host Real Estate Investment Trends Summit for Single Family Offices MarketCurrents will hold a closed-door summit bringing together a select group of single-family office principals on November 5 in Midtown Manhattan. The focus of the summit will be real estate,... - October 10, 2019 - MarketCurrents

Paul Edward Clay Joins Copper Canyon LLC Registered Investment Advisor

Copper Canyon LLC Registered Investment Advisor welcomes Paul Clay as the firm’s newest Investment Advisor. Mr. Clay specializes in alternative investments and has expert level knowledge in negotiations and sales. Mr. Clay will direct Copper Canyon’s client relations to ensure the firms... - October 08, 2019 - Copper Canyon LLC

Secure Investors Group, Inc. to Acquire Murray, Tymkew and Associates and Springport Insurance Agency

Mike Tymkew welcomes the partnership with Secure Investors Group and will be working closely with the Co-Founder, Bryan E. Spencer, to ensure the transition is seamless for clients. It was clear to Mike that Secure Investors Group is a great fit for existing clients, providing more carriers, competitive pricing, and personalized service. - October 07, 2019 - Secure Investors Group

BitRoyal Exchange Ltd. is Globally Launching a New Crypto Trading Platform

BitRoyal today announced the launch of its globally accessible crypto-currency exchange, a best-in-class platform for its growing community of partners and budding traders to enable the trading of digital assets. The exchange will also drive continued momentum for one of the economy’s fastest growing financial product. - October 01, 2019 - BitRoyal Ltd.

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