Recent Headlines
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
Arrowroot Advisors Advises Reach Analytics on Its Sale to datadecisions Group
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... - January 10, 2019 - Arrowroot Real Estate
Hurricane Harvey Victim Writes the Book on Achieving Health and Wealth and Coming Back from Financial Hardship
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... - November 29, 2018 - BlissFinance
Advance Capital Management’s Grand Rapids Office Continues to Grow
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 Cohen Corporate Appoints Richard Wright as New CEO
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
Roosevelt Investments Acquires Value Architects Asset Management and Blueprint Financial Planning
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 Sends Letter to Manning & Napier, Inc. Board of Directors
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
Guy Baker Ph.D., “Three Questions to Ask Before You Retire” on Forbes.com
Three Questions to Ask Before You Retire. - September 13, 2018 - Guy Baker, Ph.D.
Millennium Strategic Investments Launches Premiere Real Estate Private Equity Fund in Washington D.C.
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 Implements Award-Winning Risk Alignment Platform to Drive Client Success
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... - September 06, 2018 - Great Lakes Wealth
Arrowroot Real Estate Austin Deal
Dekel Strategic Investors and Arrowroot Real Estate Close Mueller Place in Austin, TX. - August 15, 2018 - Arrowroot Real Estate
Two Advance Capital Management Advisors Named to Forbes Top Next-Gen Wealth List
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 Now Acquiring Royalties in Dunn County
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... - July 11, 2018 - Peregrine 1031 Energy Partners
Advance Capital Management Named to 2018 Financial Times 300 Top Registered Investment Advisers
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
Sherman Wealth Management to Host "Beers with Brad"
Brad talks finances over local craft brews. - June 18, 2018 - Sherman Wealth Management
Brad Sherman Named Investopedia Top 100 Financial Advisors
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... - June 18, 2018 - Sherman Wealth Management
Cedar Brook Group Named a 2018 Best Places for Financial Advisors by InvestmentNews
Cleveland-based wealth management firm is selected as a “best place to work.” - May 24, 2018 - Cedar Brook Financial Partners LLC
Peregrine Now Acquiring Royalties in Pecos and Karnes Counties
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 Pecos and Karnes Counties, Texas. The purchase features production from over 20 currently producing wells under PPC... - May 15, 2018 - Peregrine 1031 Energy Partners
Peregrine Now Acquiring Royalties in Tarrant & Johnson Counties
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 Tarrant and Johnson Counties, Texas. The acquisition features production from over 30 currently producing wells in the... - May 04, 2018 - Peregrine 1031 Energy Partners
Howard Slater, Principal and Partner of Cedar Brook Group, Attends Invitation-Only Masters Forum
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 Now Acquiring Royalties in North Dakota and Mississippi
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... - April 11, 2018 - Peregrine 1031 Energy Partners
Introducing Arrowroot Real Estate's First Acquisition
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... - March 30, 2018 - Arrowroot Real Estate
TaaS Launches the Updated Cryptographic Audit, Cornerstone of Its Declaration of Transparency
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
Forbes Names Michael Hohf a Michigan "Best-in-State Wealth Advisor"
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... - March 09, 2018 - Advance Capital Management
Peregrine Now Acquiring Royalties in Divide County, ND
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... - March 01, 2018 - Peregrine 1031 Energy Partners
Playing the Game: Create Your Legacy and Preserve Your Estate for Future Generations
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.
PD Wealth Solutions Forecasts 2018 Will be a Golden Year for Biotech M&A
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
PD Wealth Solutions Forecasts More Disruption in Consumer Staples in 2018
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
Solomon and Kendrick Increasing Resources for an Aggressive Recruitment Drive
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
New Firm Makes Investing in Stocks Accessible for Everyone
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 Now Acquiring Royalties in Washington County, PA
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... - January 09, 2018 - Peregrine 1031 Energy Partners
Peregrine Now Acquiring Royalties in Kern County, CA
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... - December 20, 2017 - Peregrine 1031 Energy Partners
Top RIA Grows in West Michigan -- Advance Capital Management Welcomes New Financial Adviser
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... - December 20, 2017 - Advance Capital Management
Solomon and Kendrick Appoints James Lee to Head Up Growing Asian Division
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 Launches Crypto Currency Fund
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
Advance Capital Management Hosting “Veterans Day Financial Planning Event”
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 Meets with Struggling Asset Manager Manning & Napier Inc.
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 Expands Emerging Markets Bonds Team
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... - September 16, 2017 - MeritKapital Ltd
PEI Welcomes New Director to the Team
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... - August 12, 2017 - Portfolio Evaluations, Inc.
Advance Capital Management’s Michael Hohf Named to Forbes Top 100 Millennial Advisors
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... - August 04, 2017 - Advance Capital Management
A R Foundation Introduces the First Blockchain Asset Backed by Water Rights
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... - July 27, 2017 - A R Foundation
3 MassMutual Greater Houston Agents Earn Professional Designation in Family Business Planning
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 Announces Its ASPPA Certification Renewal for Retirement Plan Service Provider Excellence
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.
Advance Capital Management Named to 2017 Financial Times 300 Top Registered Investment Advisers
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
Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year at Annual Awards Conference
“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 of CCR Wealth Management Named to 2017 Financial Times 400 Top Financial Advisers
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
Digital Legacy Becomes More Important and There is a Smart Way to Protect It with Vivala.me
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 - a Unique Service That Helps to Protect Your Digital Legacy
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
Wismuller Gunter: Philips to Sell Lumileds to Apollo at Discounted $2 Billion
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
Retailer Asos Boosts U.K. Sourcing After Pound's Brexit Fall - 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