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Today at the launch Event, C&C Financial Advisory announced the firm’s focus on working with individuals and families who value financial security over promises of “quick riches.” “We think of ourselves as a thinking partner for our clients as we help them fortify their financial... - June 12, 2021 - C&C Financial Advisory
The Nathan Agencies proudly announces its new name, Livictus Financial Services. The Nathan Agencies, a premier financial planning firm in Western Massachusetts, is changing its name to Livictus Financial Services. Christian Sulmasy, Owner of Livictus, stated, “We are excited about our evolution,... - May 25, 2021 - Livictus Financial Services
Schwartz Republic Advisory has generated just over 240 Million Euros, seven months since the fund’s first close in October 2020. “We are very fortunate to have the support and trust that comes from a close relationship with our partners and new investors alike,” said Henrik Schwartz... - May 15, 2021 - Schwartz Republic Advisory
Geoffrey Eton is a highly qualified finance officer, with an impressive career in heading up the financial sector. Before joining Schwartz Republic Advisory, he spent five years as Custody Operations Manager at Industrial & Commercial Bank of China, where he was Division of Corporation Finance Chief Finance Officer, with a team of 20 staff. responsible for managing corporate clients and institutional clients across China, Europe and America. - May 03, 2021 - Schwartz Republic Advisory
Saint James Holding and Investment Company Trust (SJT) announces that it has acquired Victura Construction Group, Inc. (OTC: VICT), a holding company focused on strategic acquisitions within the construction industry and provides updates to its shareholders. Management Commentary: Contract Mining Agreement The... - April 28, 2021 - Saint James Holding and Investment Co.
SimplyBiz has announced the appointment of Hoxton Capital Management to its DB pension transfer referral bureau panel. Hoxton, through its global companies and network, offers an international service, meaning it is able to conduct cases for clients not only in the UK, but also the EU, US, Australia... - April 28, 2021 - Hoxton Capital Management
Schwartz Republic Advisory, a globally active brokerage firm, announced they are opening an office in Hong Kong. With the addition of Prague, the global brokerage firm now has two entities around the globe in Europe and Hong Kong serving over two hundred and fifty thousand client accounts in more than 170 countries. - April 28, 2021 - Schwartz Republic Advisory
The milestone comes less than 3 years since the firm’s initial launch in April 2018. - March 10, 2021 - Hoxton Capital Management
Statistically, people who have financial plans in place are less stressed than those who do not have any detailed financial plans. - February 25, 2021 - Hoxton Capital Management
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
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
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 Chief... - August 28, 2020 - Muller & Bradley
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. “We... - August 01, 2020 - Advance Capital Management
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
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
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 planning,... - May 31, 2020 - ALTA Estate Services, LLC
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 researched,... - April 29, 2020 - Advance Capital Management
Michael Hohf and Jeffrey Lido earn spots on Forbes magazine’s coveted Best-in-State Wealth Advisors list. - January 25, 2020 - Advance Capital Management
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
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 areas... - December 13, 2019 - MAS Advisors, LLC
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 current... - October 08, 2019 - Copper Canyon LLC
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
Orlando Award Program Honors the Achievement. - September 14, 2019 - Copper Canyon LLC
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 year’s... - September 12, 2019 - Advance Capital Management
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
Everitt Lawson Group says Brexit uncertainty and global economic slowdown have weighed heavily on UK economy. - July 09, 2019 - Everitt Lawson Group
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 have... - June 29, 2019 - Advance Capital Management
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
Everitt Lawson Group says American consumers could bear the cost of trade war tariffs. - May 27, 2019 - Everitt Lawson Group
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 reports housing and labour markets suffer in the face of prolonged Brexit uncertainty. - May 13, 2019 - Everitt Lawson Group
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 economists say Brexit delay could cause BoE to leave borrowing costs unchanged for most of this year. - May 06, 2019 - Everitt Lawson Group
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
Michael Hohf and Jeffrey Lido earn spots on Forbes magazine’s coveted top advisor list. - March 08, 2019 - Advance Capital Management
Arrowroot Advisors is pleased to announce that it served as the exclusive financial advisor to Reach Analytics, LLC (“Reach” or the “Company”) in its recently completed sale to datadecisions Group (“DDG”). Located in Redwood City, California, Reach is a predictive... - January 10, 2019 - Arrowroot Real Estate
In "The C.A.S.H. Formula" - a just-released how-to wealth-building book with a twist, author WenFang Bruchett shares her proven strategies for success that combine hard-hitting financial tactics with a dose of mindfulness and wellness. As founder of a company that helps starts-ups become bankable... - November 29, 2018 - BlissFinance
Sean Egan, J.D., is the second new adviser to join the firm in the past two years. - November 09, 2018 - Advance Capital Management
Holding Corporate Cohen has a new CEO, effective immediately. Richard Wright, who was working as a consultant for Holding Cohen since 2017, will now officially take over the reigns. - October 08, 2018 - Holding Cohen Corporate
The Roosevelt Investment Group, Inc. (Roosevelt Investments), a New York City based investment advisory firm, announced today its acquisition of Value Architects Asset Management, LLC (VAAM), and its affiliate, Blueprint Financial Planning, LLC, both of Hoboken, New Jersey. VAAM and Blueprint have been providing financial planning and investment management services to both individuals and institutions since 2001. - October 02, 2018 - Roosevelt Investments
Zarvic Brothers, a holder of the outstanding common shares of Manning & Napier, Inc (MN) ("Zarvic" or the "Company"), today announced that it has sent a letter to the Company's Board of Directors that outlines what it believes is the value-maximizing path forward for Manning & Napier, Inc. - September 19, 2018 - ZarVic Brothers LLC
Three Questions to Ask Before You Retire. - September 13, 2018 - Guy Baker, Ph.D.
Millennium Strategic Investments specializes in lucrative real estate acquisitions in the Washington, DC metropolitan area. We are committed to identifying, analyzing and implementing strategies that result in consistent, above-average returns. - September 10, 2018 - Millennium Strategic Investments
Great Lakes Wealth announced it has implemented Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints a client’s Risk Number® and equips advisors to empower fearless investors. Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics... - September 06, 2018 - Great Lakes Wealth
Dekel Strategic Investors and Arrowroot Real Estate Close Mueller Place in Austin, TX. - August 15, 2018 - Arrowroot Real Estate
Advance Capital Management is pleased to announce that Michael Hohf and Daniel McHugh have been named as America’s Top Next-Gen Wealth Advisors by Forbes Magazine. The list recognizes the top-performing young advisors at their respective firms. - August 04, 2018 - Advance Capital Management
Peregrine 1031 Energy Partners has agreed to acquire producing and non-producing oil and gas royalties in Dunn County, ND. The purchase features production from numerous producing wells under ConocoPhillips in Dunn County, ND, part of the prolific Bakken Shale. The Bakken Shale represents one of ConocoPhillips’... - July 11, 2018 - Peregrine 1031 Energy Partners
Advance Capital Management, headquartered in Southfield, MI, is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This marks the firm’s second year in a row on the list. - June 30, 2018 - Advance Capital Management
Brad talks finances over local craft brews. - June 18, 2018 - Sherman Wealth Management
Brad Sherman is proud to be named one of the Investopedia Top 100 Financial Advisors. The Investopedia 100 list celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing strategies, life-stage planning and wealth management. Investopedia’s... - June 18, 2018 - Sherman Wealth Management
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