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

StockValu.com Announces Launch of New Equity Management Approach

StockValu.com Announces Launch of New Equity Management Approach

StockValu.com announces the launch of its newsletter, ebook and soon-to-be available online software tool designed to enhance equity portfolio returns for institutions. We offer a fundamental valuation-based approach to portfolio returns based on the Founder's 15 year experience as an equity analyst in NYC. - November 09, 2021 - StockValu.com

JC Rothchild General - India as Global Manufacturing Hub

JC Rothchild General says the pandemic has revealed flaws in Global Value Chains which has exposed a window of opportunity for India to claim dominance over the global manufacturing sector. - August 19, 2021 - JC Rothchild General

JC Rothchild General - EU Economic Outlook Brightens

JC Rothchild General says the Eurozone economic outlook is shaping up, following improved forecasts by the European Commission, which position the economy to return to pre-COVID levels in the final quarter of 2021 – a quarter earlier than initially anticipated – providing ripe opportunities for investors. - July 23, 2021 - JC Rothchild General

JC Rothchild General - NZ Economic Recovery Stronger Than Expected

Better than expected Q1 growth could prompt RBNZ to hike interest rates sooner, say economists at JC Rothchild General. - June 22, 2021 - JC Rothchild General

JC Rothchild General - Australian Job Market Strengthens

Australian job market recovers well but RBA still inclined to hold interest rates steady say analysts at JC Rothchild General. - May 27, 2021 - JC Rothchild General

JC Rothchild General: Australia’s COVID Win Boosts Economy

Australia’s management of the coronavirus health crisis has enabled its economy to recovery more quickly after a less severe contraction than its peers. - April 30, 2021 - JC Rothchild General

Lakeman Financial Launches the Lakeman Financial Foundation

Lakeman Financial recently announced that it has launched a donor-advised fund with Fidelity Charitable’s Giving Account. Fidelity Charitable is 501(c)(3) public charity. - December 31, 2020 - Lakeman Financial

Long Island Advisor Awarded Top Financial Professional

Howard Ginsberg, CPA of Ginsberg Wealth Management in Roslyn, Long Island, New York was recently recognized by Cetera® Financial Specialists, as a top financial professional based on his contributions and leadership in the financial community. Ginsberg has also been recognized as a member of the 2020 Leaders Council for the 16th consecutive year. - December 31, 2020 - Ginsberg Wealth Management

Dave Ramsey Organization Announces Asa Lakeman, CFP®, CFS of Lakeman Financial as a Smartvestor Pro

Outstanding client service, ethics, and professionalism have enabled Asa Lakeman CFP®, CFS Financial Advisor and President of Lakeman Financial, to achieve a position as a SmartVestor Pro by the Dave Ramsey organization. To attain the SmartVestor Pro status, financial professionals must agree... - May 03, 2020 - Lakeman Financial

Institute of Business & Finance Announces a New CFS® Designee

Institute of Business & Finance Announces a New CFS® Designee The Institute of Business & Finance (IBF) recently awarded Asa Lakeman with the first nationally recognized mutual fund designation, CFS® (Certified Fund Specialist®). This graduate-level designation is conferred... - April 24, 2020 - Lakeman Financial

Experienced Financial Planner Launches Lakeman Financial to Better Serve Clients

Asa J Lakeman, CFP®, CFS (Certified Fund Specialist) is pleased to announce the formation of Lakeman Financial. Asa brings with him nearly two decades of experience helping businesses and families pursue their financial goals. Asa has achieved the Certified Fund Specialist and Certified... - February 29, 2020 - Lakeman Financial

Howard Ginsberg Welcomed Into Cetera Financial Specialists Group of Top Advisors for 2019

Howard L. Ginsberg, CPA of Ginsberg Wealth Management in Roslyn, Long Island NY, was recently announced as a member of the Leaders Council for the 15th consecutive year. - January 10, 2020 - Ginsberg Wealth Management

Hedge Fund Lab Launches Its Startup Fund Accelerator

Hedge Fund Lab Launches Its Startup Fund Accelerator

A dedicated accelerator program to support early-stage portfolio managers. - October 23, 2019 - Hedge Fund Lab

Christopher Weil & Company, Inc. Adds Teresa Beckwith to Its Team

Investor-Manager-Advisor firm continues strategic growth by hiring additional relationship manager. - December 13, 2018 - Christopher Weil & Company

Dhanayoga Launches Global Multi-Asset Portfolio Advisory Services

The Global Multi-Asset Portfolio Advisory services enable Individual and Institutional investors from any part of the world to benefit from both standardized and tailored Global Multi-asset portfolios that align with one's goals, return, risk, tenure and liquidity needs. - November 10, 2018 - Dhanayoga

Howard Ginsberg, CPA Honored at Cetera Financial Group’s Connect18 National Advisor Conference

Long Island Financial Advisor Howard Ginsberg, CPA of Ginsberg Wealth Management, in Roslyn New York recently attended Cetera Financial Group’s Connect18 national conference where he was awarded the Leaders Council Award for his fourteenth consecutive year. - September 29, 2018 - Ginsberg Wealth Management

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.

AQMetrics Attains ISO 27001 Certification

RegTech company, AQMetrics announce its successful achievement of the International Organization for Standardization’s prestigious ISO 27001 certification. - September 13, 2017 - AQMetrics

Christopher Weil & Company, Inc. Announce Tyler Hewes Has Achieved CFP® Certification

Investor- Manager-Advisor firm deepens its bench by adding another CFP to its client service team. - August 28, 2017 - Christopher Weil & Company

Howard Ginsberg, CPA Honored at Cetera® Financial Specialists Conference for the 13th Year

Long Island based Howard Ginsberg was recognized among conference attendees as a top financial advisor with the firm as one of only two individuals in New York to ever receive this honor for thirteen consecutive years. - August 25, 2017 - Ginsberg Wealth Management

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.

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.

Christopher Weil & Company, Inc. Adds Two Colleagues to Their Team

Investor- Manager-Advisor firm committed to strategic corporate growth has hired a Financial Advisor and a Portfolio Manager. - January 25, 2017 - Christopher Weil & Company

CWC Asset Advisors, Inc. The Managing Member of CWC Income Properties 3, LLC, Announces the Completion of Renovation of Their Building in San Diego

Two tenants signed for the 14,000 square foot, two-story office building located in Carmel Valley. - January 06, 2017 - Christopher Weil & Company

Matt Kavanagh - Notre Dame All American - Joins Greywolf Execution Partners

Matt Kavanagh - Notre Dame All American - Joins Greywolf Execution Partners

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

Bill Rispoli, Registered Investment Advisor Joins Salem Advisory Group, LLC

Salem Advisory Group would like to welcome Bill Rispoli as one of our valued Investment Advisor Representatives. Not a stranger to hard work or crunching numbers, Bill learned the electrical trade from his father at an early age. However, the world of finance became his focal point as a student at... - August 10, 2016 - Salem Advisory Group, LLC

Joyo Financial to Provide Retail Investors’ Access to IPO

At a recent technology expo SXSW in Austin, Texas, USA, Charles Leung, Chief Investment Officer with Joyo Financial Ltd gave an insight into what's in store for this year. - March 25, 2016 - Joyo Financial

Absolute Capital Launches Two New Mutual Funds

Absolute Capital Launches Two New Mutual Funds

Absolute Capital has launched two new mutual funds which offer active management in response to changing market conditions. The strategies provide for market participation with a focus on risk management. The Absolute Capital Asset Allocator Fund and Absolute Capital Defender Fund are managed by... - January 25, 2016 - Absolute Capital Portfolio Management Group

Absolute Capital Ranked as One of America’s Fastest Growing Companies in the Inc. 5000

Absolute Capital Ranked as One of America’s Fastest Growing Companies in the Inc. 5000

Absolute Capital has now been ranked as one of America’s fastest growing companies for five years in a row. Brian Osborn, Managing Director at Absolute Capital states “We are extremely proud to achieve these honors. It is a direct reflection of our team’s abilities and the... - January 11, 2016 - Absolute Capital Portfolio Management Group

Educational Medicare Workshop for Baby Boomers

An educational workshop titled "Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know About Medicare and Long-Term Care" has been scheduled for 9:00 AM on November 21 at Elliott and Associates Wealth Advisors, Inc located at 1225 Johnson Ferry Rd, Suite 600,... - November 11, 2015 - Elliott & Associates Wealth Advisors, Inc.

Rappaport Wealth Management Releases the Rappaport Retirement Index. The Latest Reading on Inflation for Seniors.

The Rappaport Retirement Index scores is lowest level of inflation for seniors year to date. - September 24, 2015 - Rappaport Wealth Management

Meridian Capital Management Recommends Volatility Funds to Protect Portfolios

Long-term and efficient exposure to volatility can help investors make the best of varying market cycles explains the Hong Kong based advisory firm. - August 23, 2015 - Meridian Capital Management

Meridian Capital Management Suggests Key Investment Strategies for Better Earnings

With receding global risks, the need for strategic investment to maximise profits, is on the rise. Meridian Capital Management, a Hong Kong based wealth management firm, has recently introduced an Investor’s Guide to help financial advisors, market analysts and clients focus on returning back... - August 23, 2015 - Meridian Capital Management

Meridian Capital Management Finds Opportunity in Declining Energy Prices

Falling oil prices might have caused a general upheaval in the global economy but this could actually mean better opportunities for income smart investors. - August 23, 2015 - Meridian Capital Management

Meridian Capital Management Celebrates Anniversary with Introduction of Global Macro Hedge Fund

Meridian Capital Management announces introduction of Global Macro Hedge Fund for this era’s risk averse global investors, as a part of anniversary celebrations. - August 21, 2015 - Meridian Capital Management

Team of Experienced Market Analysts to Join Meridian Capital Management

Meridian Capital Management the Hong Kong based investment advisory firm is breaking new grounds by expanding their risk management profile to revolutionize their market presence. - August 21, 2015 - Meridian Capital Management

Meridian Capital Management’s Steven Haines to be the Key Speaker at Hong Kong’s Small Business Forum

Meridian Capital Management’s Steven Haines announces he will be the key speaker at Hong Kong’s 2016 Small Business Leadership Forum. - August 21, 2015 - Meridian Capital Management

Meridian Capital Management to Take Part in Emerging Markets Forum 2015

Meridian Capital Management announces the participation of their team in the anticipated "Emerging Markets Forum 2015" to be held in Hong Kong late 2015. - August 19, 2015 - Meridian Capital Management

New Survey Shows Expected Growth in the Financial Markets

A recently conducted survey by Meridian Capital Management displays a confident outlook for market growth. - August 15, 2015 - Meridian Capital Management

Meridian Capital Management Announce the Hiring of More Than 20 FSA’s

Meridian Capital Management the Hong Kong based investment brokerage is making headway with the firm's efforts to expand its personal solutions advisory service. - August 15, 2015 - Meridian Capital Management

Meridian Capital Management Introduces Two New Algorithm’s for Its Futures Trading Arm

Meridian Capital Management, the Hong Kong based investment firm, is pleased to introduce two new execution algorithms to meet the growing demand for its Futures trading arm. The latest update to their trading software release includes new algorithms, which can now be used to achieve a broader set... - August 15, 2015 - Meridian Capital Management

Meridian Capital Management Names Timothy Bass Chief Data Officer

Timothy Bass joins the Hong Kong based investment brokerage as chief data officer. - August 15, 2015 - Meridian Capital Management

13,000 TiE Global Entrepreneurs to be Linked Through a Mobile Solution by TrueFinancial™

13,000 TiE Global Entrepreneurs to be Linked Through a Mobile Solution by TrueFinancial™

TrueFinancial™ Technologies, Inc. has been contracted by TiE Global to build a complete mobile solution using their TrueNative™ Platform. TiE Global is the world’s largest entrepreneurial network with 13,000 members across 60 chapters in 18 countries. TrueFinancial™ Technologies specializes in building native mobile apps for investor relations and business communications covering Apple, Android and Windows. - August 13, 2015 - TrueFinancial Technologies

Robert Gaan of Christopher Weil & Company Honored for Philanthropic Contributions to the San Diego Youth Symphony and Conservatory

Financial advisor nominated by the SDYS for the Invest in Others Community Leadership Awards - July 14, 2015 - Christopher Weil & Company

Marlton Financial Adviser Named as Tops in the Country by the Financial Times

Meyer Capital Group, a fee-only independent Registered Investment Adviser(RIA), is pleased to announce that it has been named to the Financial Times Top 300 Registered Investment Advisers list for 2015. The list recognizes top independent RIA firms from across the U.S. This is the second annual FT... - July 10, 2015 - Meyer Capital Group

Long Island Investment Advisor Howard Ginsberg, CPA Honored at Cetera Financial Specialists

Howard L. Ginsberg, CPA of Ginsberg Wealth Management LLC located in Roslyn, Long Island NY was recently honored as one of Cetera Financial Specialists’ top advisors at the firm’s annual Connect conference. Ginsberg was one of only two individuals in New York State to ever receive this... - July 04, 2015 - Ginsberg Wealth Management

TrueFinancial Technologies Emerges from Stealth Mode with Full Suite of Investor Relations and Business Communications Mobile Apps

TrueFinancial Technologies Emerges from Stealth Mode with Full Suite of Investor Relations and Business Communications Mobile Apps

TrueFinancial Technologies emerges from stealth mode with a full suite of investor relations and business communications mobile apps. Besides being the most innovative company in the space covering 100% of the market place in a native environment sets TrueFinancial apart. - June 10, 2015 - TrueFinancial Technologies

CWC Managing Director Robert Gaan Presented with Conductor’s Award by the San Diego Youth Symphony and Conservatory

CWC Managing Director Robert Gaan Presented with Conductor’s Award by the San Diego Youth Symphony and Conservatory

Financial services firm’s managing director recognized for his efforts to help make music education accessible and affordable to all youth in San Diego and beyond. - June 08, 2015 - Christopher Weil & Company

Press Releases 1 - 50 of 195