Recent Headlines
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, 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 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
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
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
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