The Musuneggi Financial Group Adds Sarsfield as Senior Client Services Associate

The Musuneggi Financial Group Adds Sarsfield as Senior Client Services Associate

Kerri J. Sarsfield joined The Musuneggi Financial Group as Senior Client Services Associate. Ms. Sarsfield brings 27 years of insurance operations, support, and design experience. She will work alongside firm President, Christopher S. Musuneggi and Senior Insurance Advisor, Sam Carlson. The addition continues the growth of the firm enhancing their commitment to holistic financial planning and elevated client service. - March 11, 2024 - The Musuneggi Financial Group

Fieldcode Unveils Industry-First Engineer Efficiency Factor, Offering Unmatched Performance Insights in Field Service Management

Fieldcode, an innovator in the field service management software sector, has launched a unique feature, the Engineer Efficiency Factor. This metric, not found in any other field service solution, aims to provide new operational standards across the field service industry, offering precision in route planning which in turn significantly increases productivity. - March 09, 2024 - Fieldcode

Fieldcode to Showcase Advanced Field Service Solutions at Field Service Palm Springs 2024

Fieldcode, a global leader in field service management software, is excited to announce its participation in the upcoming Field Service 2024 conference, a premier gathering of top minds in customer success, service and support. The conference, set to take place May 6-8, in Palm Springs, CA, at the JW Marriott Desert Springs, brings together the most innovative companies in the field service industry. - February 04, 2024 - Fieldcode

Fieldcode Revolutionizes Collaboration in Field Service Management with Partnership-Focused Features

Fieldcode, a leading provider of field service management (FSM) software, offers a suite of innovative features designed to enhance transparency and productivity among field service teams, partners, subcontractors, and freelancers. These features, spanning system connection, cooperation partners,... - December 23, 2023 - Fieldcode

True North Advisors Announces New Fort Worth Office Expansion

True North announced today a milestone in the growth of the firm. The Fort Worth office will be expanding to a new, modern office space that reflects the firm’s commitment to innovation, fostering collaboration, and accommodating the evolving needs of clients, colleagues, and community partners in the Fort Worth market and beyond. - December 01, 2023 - True North Advisors

Fieldcode to Host Webinar on Partner Collaboration in Field Service Management

The webinar is open to professionals in the Field Service Industry, Service Delivery Managers, Partner Management Executives, Operations Executives, and anyone interested in enhancing their field service operational and delivery processes. - November 10, 2023 - Fieldcode

Fieldcode Launches New Field Service Management Mobile App

Fieldcode announces the latest Fieldcode Mobile App (FMA) for efficient field service management. The FMA offers specialized features for technicians, streamlining workflow efficiency. Key functionalities include custom workflows, PUDO Appointments, and an on-device appointment archive. The app's design prioritizes flexibility and usability. Accessible on Android, iOS, and iPad, it represents a significant advancement in field service operations management. - October 13, 2023 - Fieldcode

Fieldcode to Host Webinar on Automating Service Dispatching with Fieldcode's Optimizer

The webinar is open to professionals in the Field Service Industry, Service Managers, Operations Executives, and anyone interested in enhancing their service dispatching processes. To register for the webinar, visit: https://fieldcode.com/en/resources/blog/webinar-automate-your-service-dispatching-and-meet-your-productivity-goals - June 17, 2023 - Fieldcode

Fieldcode Extends the Market Capabilities for its Clients with Access to Over 5000 Highly Skilled Technicians and Contractors Worldwide

Access more than 5000 highly skilled field service technicians worldwide Increase your brand recognition with our exclusive onsite services offering. Tap into external resources and empower your business with FSM software and unlock the power of onsite services everywhere with Fieldcode. - May 07, 2023 - Fieldcode

Fieldcode's Live Event Showcases the Power of Process Automation for Customer Engagement Within Field Services

Fieldcode's Live Event Showcases the Power of Process Automation for Customer Engagement within Field Services. - May 05, 2023 - Fieldcode

Francisco Soler Joins MAS Advisors

Francisco Soler Joins MAS Advisors

MAS Advisors, LLC, a Miami investment advisory firm, has announced the hiring of Francisco Soler as Senior Vice President and Chief Investment Officer effective April 3, 2023. "I am proud to rejoin an incredibly dynamic and talented team of professionals. MAS is a solidly established business... - April 26, 2023 - MAS Advisors, LLC

True North Advisors Announces Caleb Brian as Director of Wealth Planning

True North Advisors announced today that Caleb Brian, CFP® will assume the Director of Wealth Planning role for the firm. True North Advisors, LLC is a solutions-oriented wealth and investment firm offering wealth, planning, investment, and alternative strategies to families, business owners, and entrepreneurs. - November 08, 2022 - True North Advisors

Trinity Wealth Management to Merge with Skyway Financial Planning; Two Tampa Veterans Join to Form a Larger Combined Financial Services Firm

Trinity Wealth Management to Merge with Skyway Financial Planning; Two Tampa Veterans Join to Form a Larger Combined Financial Services Firm

Skyway Financial Planning will merge with Trinity Wealth Management Group and the combined firm will operating under the name Trinity Wealth Management Group, Inc. - August 17, 2022 - Trinity Wealth Management Group

True North Advisors Hire Braden Cole as Senior Wealth Manager in Dallas Office

True North Advisors announced today that Braden Cole has joined the firm as Senior Wealth Manager in the Dallas office. True North Advisors, LLC is a solutions-oriented wealth and investment firm that is fiduciarily driven to serve families, entrepreneurs, and business owners. “Braden brings... - July 08, 2022 - True North Advisors

Zachary A. Kuhlman Joins True North Advisors as Senior Wealth Manager

Zachary joined True North Advisors as a Senior Wealth Manager based in the firm’s Fort Worth office. He supports high-net-worth families, business owners, and entrepreneurs by providing disciplined advice and highly tailored solutions for investment management and wealth planning, - June 03, 2022 - True North Advisors

EM Braxton Universal Report Coins France an Economic Star

EM Braxton Universal has dubbed France an economic star under the leadership of Macron, as the economy recorded its highest growth in more than half a century. - February 04, 2022 - EM Braxton Universal

Em Braxton Universal - Tech Stocks En Route to a Correction

Inflation has remained pervasively high, troubling investors who have been quick to re-align their portfolios in lieu of probable heavy intervention by the Federal Reserve. - January 26, 2022 - EM Braxton Universal

EM Braxton Universal - Ethereum Reaches Record High

Ethereum, the world’s second largest cryptocurrency, is fast approaching the success of its predecessor, and last week marked Ether’s all-time high. - November 22, 2021 - EM Braxton Universal

PK Dryden Associates - Australia and UK Agree to Free Trade Deal

In a win for jobs, free trade and businesses, the UK and Australia have agreed to Britain’s first free trade agreement since Brexit. - June 18, 2021 - PK Dryden Associates

C&C Financial Group, LLC Launches “Open Access” Financial Planning Firm in Houston, Texas

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... - June 12, 2021 - C&C Financial Advisory

The Nathan Agencies Become Livictus Financial Services

The Nathan Agencies Become Livictus Financial Services

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... - May 25, 2021 - Livictus Financial Services

Saint James Holding and Investment Company Announces Acquisition of Victura Construction Group and Provides Shareholder Update

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... - April 28, 2021 - Saint James Holding and Investment Co.

SimplyBiz Appoints Hoxton Capital Management to Pension Transfer Bureau

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,... - April 28, 2021 - Hoxton Capital Management

Hoxton Capital Management Surpasses GBP 500 Million (USD 691 Million) in Assets Under Management

The milestone comes less than 3 years since the firm’s initial launch in April 2018. - March 10, 2021 - Hoxton Capital Management

Does Money Buy Happiness? No. But, Structured Financial Plans May Result in a Stress-Free Life - Hoxton Capital Management Study

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

Financial Connection to Breast Cancer - All Women Financial Firm, Urban Wealth Management Assists Women

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

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

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

MAS Advisors, LLC Acquires Insurance Agency, Synergy Life Brokerage Group

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

ALTA Estate New Website

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

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

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

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

Miami/Memphis Advisory Groups Announce Merger

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

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

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

Copper Canyon LLC Registered Investment Advisor Receives 2019 Best of Orlando Award

Orlando Award Program Honors the Achievement. - September 14, 2019 - Copper Canyon LLC

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

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

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

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

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

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

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

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

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

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