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Cleveland-based financial advisor studies industry trends with other top wealth managers in the U.S. - April 19, 2018 - Cedar Brook Financial Partners LLC
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 Mountrail, Burke, McLean, and Ward Counties, North Dakota as well as Lincoln County, MS. The acquisition features production from... - April 11, 2018 - Peregrine 1031 Energy Partners
In a partnership between D & B Capital Partners, Arrowroot Family Office and ARB Investments, Arrowroot is excited to announce the creation of Arrowroot Real Estate (“ARE”). Arrowroot Real Estate is led by Brennen Degner and Adam Barzilay, former executives of MJW Investments, as well... - March 30, 2018 - Arrowroot Real Estate
Token-as-a-Service (TaaS), the first-ever tokenized closed-end fund dedicated to blockchain assets, announces the public release of its next-generation Cryptographic Audit. - March 28, 2018 - TaaS
Advance Capital Management is pleased to announce that Michael Hohf has been named to the 2018 Forbes Best-in-State Wealth Advisors list. The list recognizes over 2,000 top-performing advisors across the United States. Hohf represents the state of Michigan. “It’s very rewarding to be named... - March 09, 2018 - Advance 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 Divide County, North Dakota from an undisclosed seller. The acquisition features production from a number of currently producing... - March 01, 2018 - Peregrine 1031 Energy Partners
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.
Zoellner Whole Financial PLLC sponsored an informational seminar about Durable Income Strategies and by combining multi durable income securities together, investors can have multi drivers of return without having bond or equities’ volatility have any effect on their outcomes. - February 21, 2018 - Zoellner Whole Financial PLLC
Zoellner Whole Financial PLLC sponsored an informational webinar about Deferred Installment Sales using IRC 453 to complete large transactions and defer the taxes which are 30% or higher on the sale of a business or a commercial property that has been held for a long period and has low cost basis and highly appreciated. - February 21, 2018 - Zoellner Whole Financial PLLC
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
Independent PA-based Financial Services Firm Now Perfectly Positioned to Take Financial Planning to the Next Level - February 18, 2018 - Evolution Financial Group
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
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
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
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
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
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
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
RIA, Advance Capital Management, launches campaign to raise awareness of military members’ financial troubles with free financial advice and plans. - October 27, 2017 - Advance Capital Management
Zarvic Brothers met with Manning & Napier Inc.'s top executives with concerns of company performance, leadership, and fiduciary duties to shareholders. - October 02, 2017 - ZarVic Brothers LLC
Meritkapital Ltd (#77/06) is very pleased to announce a valuable new member of the firm's Emerging Market Sales & Trading team. Nathalia Ermolitskaya has more than 20 years experience in the Russian and CIS capital markets industry. Highlights of her career include the buildout of the fixed income... - September 16, 2017 - MeritKapital Ltd
Portfolio Evaluations, Inc. (PEI), an institutional investment and retirement plan consulting firm, announces the addition of Jennifer Putney to the team. Jennifer joins PEI in a leadership role as Director of Retirement Plans Consulting, where she will oversee the firm’s service provider research,... - August 12, 2017 - Portfolio Evaluations, Inc.
Advance Capital Management is pleased to announce that Michael Hohf has been named one of America’s Top Next-Gen Wealth Advisors by Forbes Magazine. The list recognizes the top-performing young advisors at their firms, and the future of the industry. “I am extremely honored to be recognized... - August 04, 2017 - Advance Capital Management
The A R Foundation LLC has announced the launch of the AQUA Rights platform. The first water rights backed asset utilizing Blockchain technology. The foundation will utilize Ethereum's Smart Contracts technology to create less volatile asset backed tokens. Thus creating a new digital asset backed by... - July 27, 2017 - A R Foundation
Three financial services professionals with MassMutual Greater Houston – a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) – have earned the Certified Family Business Specialist (CFBS) designation. MassMutual Greater Houston Midtown shows commitment to business owners and their planning needs through continuing professional education. - July 25, 2017 - MassMutual Greater Houston
Intac Actuarial Services, Inc. earns it's CEFEX (Centre for Fiduciary Excellence) certification renewal for the fifth consecutive year. - July 21, 2017 - Intac Actuarial Services, Inc.
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
CLH, a local accounting firm situated in the Arts District of Michigan City is thrilled to celebrate its 25th anniversary of business this year. In an age where businesses come and go in the blink of an eye, achieving 25 years of successful business growth demonstrates CLH’s dedication, reliability, and integrity. - June 09, 2017 - CLH, LLC
“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
David Borden has been named to the 2017 edition of the Financial Times 400 Top Financial Advisers. The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S. - April 06, 2017 - CCR Wealth Management
As people increasingly shift their lives online, they create digital assets and memories that need protection after death. Making a will to dispose of tangible assets is no longer enough. In addition, it's now important to secure the digital assets and to make sure person’s loved ones have access to the treasured memories stored online. - March 30, 2017 - Vivala.me
Vivala.me is a new service that allows internet users and their loved ones enjoy the peace of mind that comes when they make arrangements for digital legacy to pass to others smoothly. With Vivala.me, people can simplify and control how their online profiles and accounts are managed, and they can be sure their loved ones have access to the memories and documents they know they will treasure. - March 28, 2017 - Vivala.me
Valuation analyst Gregory M. Clark, CPA, and a manager at CLH, LLC, has successfully completed the certification process to earn the Certified Valuation Analyst® (CVA®) credential. CLH, LLC, now has three CPAs at the firm who hold this credential, allowing the firm to grow its valuation department. - February 09, 2017 - CLH, LLC
Royal Philips NV agreed to sell a majority stake in its lighting components unit to Apollo Global Management LLC in a cut-price deal valued at $2 billion after a U.S. national security panel blocked a more lucrative transaction with a Chinese buyer almost a year ago. - December 14, 2016 - Wismuller Gunter
Asos Plc, Britain's largest online-only fashion retailer, plans to double its U.K. manufacturing as the pound's post-Brexit plunge makes domestic production more affordable. - December 14, 2016 - Wismuller Gunter
Azim Nakhooda, Cleveland Financial Advisor and a Partner and Principal of Cedar Brook Group celebrates 20 years of service. - December 10, 2016 - Cedar Brook Financial Partners LLC
Wismuller Gunter reports that global funds sold about $11 billion of equities and bonds in Asia's emerging markets after Donald Trump's victory in the U.S. presidential election as expectations for his economic policies sent Treasury yields higher and sparked the dollar's strongest rally in eight years. - November 27, 2016 - Wismuller Gunter
Wismuller Gunter: Here's One Sign That Markets Believe in Trump's 'America First' Policy. Emerging markets, thumped by Trump? - November 27, 2016 - Wismuller Gunter
Zarvic Brothers LLC announces the launch of Zarvic's Vero Fund. Building off Zarvic's annualized 36% return from the past few years, Zarvic has launched the new Vero Fund fund based on the same strategy. - November 23, 2016 - ZarVic Brothers LLC
Zarvic Brothers has successfully facilitated the sale of a 111 unit suburban apartment complex in western New York State. The complex features spacious garden style apartments, located in a park like setting. The luxury units are larger than your average apartment size. The acquisition closed in the... - November 18, 2016 - ZarVic Brothers LLC
The web-based Request for Proposal solution will allow PlanPILOT to digitize firm-wide RFPs, from a once cumbersome process. - November 09, 2016 - InHub
Azim Nakhooda, Cleveland financial advisor, explains wealth redistribution and its impact. - November 05, 2016 - Cedar Brook Financial Partners LLC
Azim Nakhooda, Cleveland financial advisor and student of the millennial generation, identifies the generation’s take on risk management. - October 27, 2016 - Cedar Brook Financial Partners LLC
Tax savings available for commercial building owners. - October 15, 2016 - Lamont Financial Services
Vodafone, the British telecommunication giant, has completed its two-year spending plan that has amounted to more than tens of billions of dollars. It has been upgrading operations around the world, mainly Europe, where it generates over two-thirds of its overall sales. This gargantuan spending spree... - September 26, 2016 - Wismuller Gunter
Joseph A. Weber, an investment advisor representative of Voya Financial Advisors, is pleased to announce that he has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC)... - September 24, 2016 - IFS
Wismuller Gunter is looking for the potential benefits. - September 23, 2016 - Wismuller Gunter
The renewables sector has been a favorite for investors for many years now and the analysts at Wismuller Gunter are raising their forecasts for the sector. Following the release of the Wismuller Gunter’s energy investment report, we can see a significant re-orientation of global energy spending. - September 19, 2016 - Wismuller Gunter
Matt Kavanagh was one of the captains of the team that anchored the Notre Dame offense to the National Championship game in 2014 and the Final Four in 2015. In his new capacity, Kavanagh will focus on business development and sales working with endowment officers, hedge fund and institutional asset managers throughout North America. - September 15, 2016 - Greywolf Execution Partners
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