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Cassandra Catlett, Financial Planning Coordinator with C&J Wealth Advisors, has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). This accreditation is awarded by the Certified Financial Planner Board of Standards (CFP Board) in accordance with their certification requirements.
The... - July 18, 2018 - C&J Wealth Advisors
RegTech company, AQMetrics announce its successful achievement of the International Organization for Standardization’s prestigious ISO 27001 certification. - September 13, 2017 - AQMetrics
Investor- Manager-Advisor firm deepens its bench by adding another CFP to its client service team. - August 28, 2017 - Christopher Weil & Company
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
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 research,... - August 12, 2017 - Portfolio Evaluations, Inc.
Enhancing client services to assess, plan, and manage long-range financial growth. - August 10, 2017 - C&J Wealth Advisors
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 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.
Investor- Manager-Advisor firm committed to strategic corporate growth has hired a Financial Advisor and a Portfolio Manager. - January 25, 2017 - Christopher Weil & Company
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 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
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 University... - August 10, 2016 - Salem Advisory Group, LLC
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 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 the... - January 25, 2016 - Absolute Capital Portfolio Management Group
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 confidence... - January 11, 2016 - Absolute Capital Portfolio Management Group
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, Marietta,... - November 11, 2015 - Elliott & Associates Wealth Advisors, Inc.
The Rappaport Retirement Index scores is lowest level of inflation for seniors year to date. - September 24, 2015 - Rappaport Wealth Management
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
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 to... - August 23, 2015 - Meridian Capital Management
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 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
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 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 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
A recently conducted survey by Meridian Capital Management displays a confident outlook for market growth. - August 15, 2015 - Meridian Capital Management
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, 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 of... - August 15, 2015 - Meridian Capital Management
Timothy Bass joins the Hong Kong based investment brokerage as chief data officer. - August 15, 2015 - Meridian Capital Management
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
Financial advisor nominated by the SDYS for the Invest in Others Community Leadership Awards - July 14, 2015 - Christopher Weil & Company
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 300... - July 10, 2015 - Meyer Capital Group
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 honor... - July 04, 2015 - Ginsberg Wealth Management
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
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
Private equity fund invests in commercial property located on El Camino Real. - April 21, 2015 - Christopher Weil & Company
ETFGI’s new research finds overall net new asset (NNA) flows in January were US$12.2 Bn. Net inflows of US$13.3 Bn into fixed income products and US$5.2 Bn of net inflows into commodity ETFs/ETPs globally ranked as the third largest months on record for both asset classes, while equity ETFs/ETPs... - February 27, 2015 - ETFGI
Haugen Systems has produced and tested its first Emerging Markets version of the Haugen Expected Return Factor Model covering Central Asia, which includes China, India and Taiwan. Backtests of 7046 companies in the Central Asian region show returns of 45.8% in excess of the regional benchmark and 45.4% in excess of the S&P for the 15 year period ending December 31, 2014. - February 10, 2015 - Haugen Custom Financial Systems
Awards Gala to be held at the Rainbow Room of 30 Rockefeller Plaza - January 23, 2015 - Financial Technologies Forum
Private equity fund invests in retail commercial property in Colorado and Oregon. - December 29, 2014 - Christopher Weil & Company
Six years after the global financial crisis, the problem of moral hazard and excessive risk-taking at too big to fail banks and financial institutions has not been fixed. Kirk Chisholm at Innovative Advisory Group proposes a permanent solution. - October 10, 2014 - Innovative Advisory Group
NextGen Wealth is taking financial planning to the next generation. - September 16, 2014 - NextGen Wealth
Innovative Advisory Group is an independent registered investment advisory firm specializing in alternative investments in Self Directed IRAs. - September 11, 2014 - Innovative Advisory Group
As more and more Millennials eschew traditional financial planners to go it alone or use computer-based algorthims, Kevin Newton of Newton Impact Group LLC offers a way for financial planners to make real inroads with this demographic. - August 27, 2014 - Newton Impact Group
Bucking the Trend of Declining Industry Scores for Single Strategy Managers is stalwart Conifer Financial Services. - August 14, 2014 - Conifer Financial Services
A Merger of Equals. The Conifer Group and Vastardis Capital Services Holdings join to form Conifer Financial Services, LLC, a powerful new asset services company with over $100B of Assets Under Administration. - July 02, 2014 - Conifer Financial Services
Local Financial Advisory Firm Adds Client Relations Coordinator - June 25, 2014 - Guardian Capital Advisors
CWC teams up with local philanthropist Valerie Jacobs to help private foundations and families build an effective infrastructure for charitable giving. - May 19, 2014 - Christopher Weil & Company
Harkins Wealth Management, LLC has announced that Michelle Cortés-Harkins, MSW, CDFA™, CRPC®, recently completed a specialized educational program in professional divorce financial analysis and is now a Certified Divorce Financial Analyst (CDFA™). Harkins Wealth Management is dedicated... - March 25, 2014 - Harkins Wealth Management, LLC
New personal finance website connects Canadians to financial advice and support. - March 03, 2014 - WealthPrep
Albuquerque is the new home of growing financial wealth services firm based in The Woodlands, Texas. - February 14, 2014 - Richie's Specialty Pharmacy