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Advance Capital Management Earns Three Names on Forbes Best-in-State Next-Gen Advisors List
Advance Capital Management is pleased to announce that three of its financial advisors, Daniel McHugh, Michael Hohf and Terra Hohf, have been named to Forbes magazine’s 2019 Best-in-State Next-Gen Wealth Advisors list. The list recognizes the top young wealth advisors in each state. This... - September 12, 2019 - Advance Capital Management
SaveDay® Wins FiNext 2019 Excellence in Finance Award
Barry Mione, CEO of SaveDay®, awarded FiNext 2019 Excellence in Finance - Leadership Award in Orlando, Florida - September 05, 2019 - SaveDay
Mind Over Matter: Emotions vs. Logic in Finances by Rice Financial Group
With the end of summer, investors are faced with trade wars, inverted yield curves, increased market volatility, and talk of recessions and even depressions. While a clients' first response might be to bury their heads in the sand, it’s actually a good time to reassess how to make financial decisions. - September 04, 2019 - Rice Financial Group
Massimiliano De Santis Launches New Financial Planning Firm with XY Planning Network
DESMO Wealth Advisors, LLC to drive change towards values-based financial planning for individuals and families with a passion for travel, the outdoors, and a focus on traditional values. - September 04, 2019 - DESMO Wealth Advisors, LLC
DataPoints & AFCPE® Form Partnership to Blend Financial Psychology Technology with the Leader in Financial Counseling, Coaching, & Education
The partnership will benefit AFCPE® members and DataPoints clients, with the ultimate goal of helping improve the financial lives of individuals. - August 22, 2019 - DataPoints
Lewis Bentley Group: China Expected to Deliver More Stimulus
Lewis Bentley Group says PBoC may need to resort to more stimulus after China’s Q2 grows at weakest pace since 1992. - August 13, 2019 - Lewis Bentley Group
Rice Financial Group Offers Advice on Managing Debt
How to manage your debt wisely, How do we do this? Or know what debt is good, and what debt is bad? - August 10, 2019 - Rice Financial Group
PBHFA.org Announces a Strategic Partnership with Great Gulf / La Clara
PBHFA.org announces a strategic partnership with Great Gulf / La Clara. Located on the iconic South Flagler drive in West Palm Beach, La Clara is a luxury 25 story, waterfront tower consisting of only 83 residences. - August 08, 2019 - Palm Beach Hedge Fund Association
Advance Capital Management Advisor Named One of America’s Top Next-Gen Wealth Advisors
Daniel McHugh earns a spot on Forbes magazine’s coveted top advisor list for the second year in a row. - July 31, 2019 - Advance Capital Management
The Next Millionaire Next Door, the Follow-Up to Its Best-Selling Predecessor, Now Available in Audio
Four Decades of Research Reveals What It Takes to Become Wealthy Today - July 25, 2019 - DataPoints
Ellis Marshall Global: UK Economy Returns to Growth
Re-opening of UK car manufacturing operations trigger return to growth but Ellis Marshall Global analysts warn of possible contraction in Q2. - July 24, 2019 - Ellis Marshall Global
Findlay Nicolson: Trade War Could Derail Japan’s Economic Recovery
Findlay Nicolson: Weakening exports could affect Japan’s economic recovery as trade tensions remain unresolved. - July 19, 2019 - Findlay Nicolson
Benidict Hoffman: China’s Economy Could Benefit from Rate Cut
Benidict Hoffman analysts say rate cut may prompt Chinese consumers to spend more of their substantial savings. - July 15, 2019 - Benidict Hoffman
Everitt Lawson Group: UK Economy May Have Shrunk in Q2
Everitt Lawson Group says Brexit uncertainty and global economic slowdown have weighed heavily on UK economy. - July 09, 2019 - Everitt Lawson Group
Kipley Lytel’s Advisory Firm Ranked Top 20 Financial Advisors Out of 897 for 2019
Montecito Capital Management Group and its Founder, Kipley J. Lytel, CFA are honored to have again been ranked in the Top 20 Financial Advisors List for the year of 2019 particularly given the depth of 897 candidates considered. - July 03, 2019 - Montecito Capital Management Group
Ellis Marshall Global: German Manufacturing Downturn Continues
Ellis Marshall Global reports trade war and Brexit uncertainty send German manufacturing sector into recession territory for sixth straight month. - July 02, 2019 - Ellis Marshall Global
Advance Capital Management Named to 2019 Financial Times 300 Top Registered Investment Advisers
For the third year in a row, Advance Capital Management, has been named as a Financial Times 300 Top Registered Investment Adviser. The list recognizes top independent RIA firms from across the U.S. “We’re honored to be named a top financial adviser in the U.S. and especially proud to... - June 29, 2019 - Advance Capital Management
Benidict Hoffman Warns Downside Risks Threaten Global Economy
Benidict Hoffman economists warn that ongoing trade war could reduce global GDP in 2020. - June 26, 2019 - Benidict Hoffman
Urban Creek’s Teixeira to Give Keynote Presentation at Markets Group’s Global RE Forum
Mark Teixeira, founder of Urban Creek Partners, an Atlanta-based real estate development company, and former Major League Baseball player, will attend Markets Group’s 7th Annual Global Institutional Real Estate Forum in New York City, December 11-12, 2019 as one of the meeting’s keynote... - June 24, 2019 - Markets Group
Morgan Creek Founder Yusko Will be a Keynote Speaker at Markets Group’s Private Wealth West Forum
Mark Yusko, Founder, CEO and Chief Investment Officer of Chapel Hill, N.C.-based Morgan Creek Capital Management, will attend Markets Group’s 4th Annual Private Wealth West Forum on July 31, 2019 in Seattle as one of the event’s keynote speakers. Yusko, who in 2018 correctly predicted... - June 24, 2019 - Markets Group
Activemarket.io, a Member of Active Trading Group, is Announcing the Launch of a Fiat-to-Crypto Exchange for the Scandinavian Market
The exchange will offer trading between Norwegian Krone (NOK), Swedish Krona (SEK), Danish Krone (DKK), United States Dollar (USD) and Euros (EUR) against major cryptocurrencies pairs. - June 24, 2019 - Activemarket.io
Kipley Lytel & Montecito Capital Management Awarded 2019 Wealth Management Firm of the Year for Southern California
Wealth & Finance magazine have announced Montecito Capital Management, and its Founder Kipley J. Lytel, Winners of the 2019 Wealth & Money Management Award for Southern California. - June 21, 2019 - Montecito Capital Management Group
myLifeSite Launches Web-based Financial Tool for Life Plan Communities
myLifeSite, a Raleigh, North Carolina-based company that develops online planning tools and resources to help seniors make informed choices about retirement living, has unveiled a new resource that will make it easier for life plan community prospects to examine the affordability of a... - June 20, 2019 - My LifeSite
Ellis Marshall Global: Hong Kong’s Economy Loses Momentum
Ellis Marshall Global analysts comment as Hong Kong’s Trade Development Council downgrades forecasts. - June 19, 2019 - Ellis Marshall Global
Silicon Prairie Investment Crowdfunding Portal Company Registers as Intrastate Broker-Dealer
Silicon Prairie Portal & Exchange (https://sppx.io), the Minnesota-based investment crowdfunding portal operator serving issuers and investors in Minnesota, Iowa, Wisconsin and Michigan along with its affiliate Silicon Prairie Online, an SEC and FINRA reporting Federal Funding Portal company... - June 17, 2019 - Silicon Prairie Portal & Exchange
Findlay Nicolson: Vietnam Economy to Benefit from Trade War
Findlay Nicolson economists say trade war could help Vietnam to become a developed economy as businesses seek alternatives to investing in China. - June 13, 2019 - Findlay Nicolson
Nicholas Ibello Joins the CASH Campaign of Maryland’s Pro-Bono Financial Planning Program
The CASH Campaign of Maryland promotes economic advancement for low-to-moderate income individuals and families in Baltimore and across Maryland. - June 06, 2019 - Williams Asset Management
Everitt Lawson Group: US China Trade Deal Unlikely Before Year End
Everitt Lawson Group analysts say escalation of tariffs by US and China could stall negotiations and prolong trade war for many more months. - June 05, 2019 - Everitt Lawson Group
A Regional Leader Goes National
NPPG are delighted to announce that Northeast Professional Planning Group, Inc. (“NPPG”) welcomed Pinnacle Financial Services (“Pinnacle”) to the NPPG family of companies. With offices in New Jersey, New York, Florida, and Michigan, the combined NPPG-Pinnacle provides... - June 01, 2019 - NPPG, Inc.
Findlay Nicolson - China Industrial Profits Set to Decline
Findlay Nicolson analysts say technology and manufacturing sectors will be more vulnerable to increased tariffs as trade war continues. - May 31, 2019 - Findlay Nicolson
Everitt Lawson Group: Trade War Could Backfire on “Strong” US Economy
Everitt Lawson Group says American consumers could bear the cost of trade war tariffs. - May 27, 2019 - Everitt Lawson Group
Findlay Nicolson - Japan’s Economy Defies External Headwinds
Japan’s economy beat expectations to grow for the second consecutive quarter, says Findlay Nicolson. - May 22, 2019 - Findlay Nicolson
RPA Names Rob Mangano Director – Client Relations
Deep public sector retirement plan experience and commitment make for a strong match - May 18, 2019 - Retirement Plan Advisors
Everitt Lawson Group - Chinese Exporters Could Lose All US Business
Everitt Lawson Group - Chinese exporters stand to lose out on significant amount of US business as higher tariffs will wipe out profit margins. - May 17, 2019 - Everitt Lawson Group
Everitt Lawson Group: Brexit Impasse Takes Toll on UK Economy
Everitt Lawson Group reports housing and labour markets suffer in the face of prolonged Brexit uncertainty. - May 13, 2019 - Everitt Lawson Group
MarketCurrents Publishes Spring Edition 2019
MarketCurrents Wealth Management, a leading global private wealth magazine released its Spring Edition on Monday. MarketCurrents Wealth Management also held its Spring Forum in March at The University Club. It was attended by over 30 family office principals from around the world. The forum... - May 13, 2019 - MarketCurrents
The Global AI Company Rally is Continuing: +30,02% in Q1/2019. What’s Next in AI?
The expert members of the AI-42 Index Rebalancing Committee Meeting got together and conducted the quarterly review of the AI-42 INDEX™ constituents; discussed the latest Artificial Intelligence trends and shared market insights from their delegation visit to China. - May 11, 2019 - AI-42 Market Intelligence Ltd.
Everitt Lawson Group: UK Interest Rates Will Likely be Kept Steady
Everitt Lawson Group economists say Brexit delay could cause BoE to leave borrowing costs unchanged for most of this year. - May 06, 2019 - Everitt Lawson Group
Brian Mckinney Earns CERTIFIED FINANCIAL PLANNER Certification
Brian McKinney, CFP®, an Associate Financial Planner at Williams Asset Management has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and... - May 02, 2019 - Williams Asset Management
Findlay Nicolson – China Needs More Stimulus
Findlay Nicolson analysts warn that China’s economy needs ongoing stimulus measures to stabilize. - April 24, 2019 - Findlay Nicolson
Findlay Nicolson - Global Economic Rebound Unlikely in 2019
Findlay Nicolson economists say rapid global economic expansion is likely a thing of the past. - April 17, 2019 - Findlay Nicolson
Findlay Nicolson - China’s Economy Shows Resilience
Findlay Nicolson comments as China reports better than expected manufacturing activity in March as government stimulus measures take hold. - April 10, 2019 - Findlay Nicolson
Advance Capital Management Named a 2019 Best Places to Work for Financial Advisers by InvestmentNews
Advance Capital Management was chosen as one of this year’s top-75 firms based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. - April 03, 2019 - Advance Capital Management
Deloitte and Innovative Assessments to Help Improve Credit Scoring for the Underbanked
Deloitte and Innovative Assessments have entered into an alliance that will allow banks to reliably approve more loans among traditionally underserved consumers. - April 01, 2019 - Innovative Assessments
Findlay Nicolson – Asian Investors Weigh Global Risks
Findlay Nicolson survey reveals Asian investors are concerned about risks to global economy. - March 27, 2019 - Findlay Nicolson
Turtle Creek Management and Turtle Creek Trust Company Focuses Client Attention on the Recent Federal Tax Cut and Jobs Act
On December 20, 2017, Congress passed a statute originally named the Tax Cuts and Jobs Act (TCJA) which enacts a broad range of tax changes. The Act was signed by the President on December 22. One of the key provisions of the Act is for tax years beginning after December 31, 2017, corporate income... - March 27, 2019 - Turtle Creek Management, LLC
Findlay Nicolson to Attend Asian Investment Conference
Findlay Nicolson to attend annual Asian Investment Summit for the first time. - March 21, 2019 - Findlay Nicolson
Carlos Solari, Former CIO at the White House and Senior FBI Executive Director, Joins PlatinumDEX ICO as the Chief Information Officer
Carlos Solari has joined London headquartered Fintech PlatinumDEX as Chief Information Office. Carlos is an internationally known IT security expert, formally CIO of The White House, responsible for the IT systems for the Executive Office of two President’s. PlatinumDEX is a start-up licensed (pending) e-bank incorporating a global network of "hyper-secure" blockchain enabled crypto exchanges, at the early stages towards of an ICO. - March 13, 2019 - Platinumdex Limited
Michigan Adviser Authors Financial Guide for Entrepreneurs
Plymouth, Michigan financial adviser Wayne Titus, CPA/PFS, AIFA, has written a new book, entitled "The Entrepreneur's Guide to Financial Well-Being." The book debuts on Amazon.com March 12, 2019. - March 13, 2019 - AMDG Financial
Two Advance Capital Management Advisors Named “Best-in-State” for Michigan
Michael Hohf and Jeffrey Lido earn spots on Forbes magazine’s coveted top advisor list. - March 08, 2019 - Advance Capital Management