Asset Management Press Releases & News (Page 9)

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

BitRoyal Exchange Ltd. is Globally Launching a New Crypto Trading Platform

BitRoyal today announced the launch of its globally accessible crypto-currency exchange, a best-in-class platform for its growing community of partners and budding traders to enable the trading of digital assets. The exchange will also drive continued momentum for one of the economy’s fastest growing financial product. - October 01, 2019 - BitRoyal Ltd.

ARGI Announces Atlanta Partnership

Financial firms join forces in the Atlanta market. - September 25, 2019 - ARGI Financial Group

Exciting New Plumbing and HVAC Business Comes to North Dallas, TX

1-800-Plumber is focused on providing an exceptional customer experience and looking forward to bringing this experience to the North Dallas areas. - September 21, 2019 - 1-800-Plumber

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

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

Advisors Capital Management Welcomes Kevin E. Strauss as Managing Director and Portfolio Manager

Former Abner Herrman & Brock Asset Management Vice Chairman Kevin E. Strauss joins Advisors Capital Management bringing municipal bond expertise. - September 13, 2019 - Advisors Capital Management

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

SaveDay® Wins FiNext 2019 Excellence in Finance Award

Barry Mione, CEO of SaveDay®, awarded FiNext 2019 Excellence in Finance - Leadership Award in Orlando, Florida - September 05, 2019 - SaveDay

Mind Over Matter: Emotions vs. Logic in Finances by Rice Financial Group

With the end of summer, investors are faced with trade wars, inverted yield curves, increased market volatility, and talk of recessions and even depressions. While a clients' first response might be to bury their heads in the sand, it’s actually a good time to reassess how to make financial decisions. - September 04, 2019 - Rice Financial Group

Massimiliano De Santis Launches New Financial Planning Firm with XY Planning Network

DESMO Wealth Advisors, LLC to drive change towards values-based financial planning for individuals and families with a passion for travel, the outdoors, and a focus on traditional values. - September 04, 2019 - DESMO Wealth Advisors, LLC

DataPoints & AFCPE® Form Partnership to Blend Financial Psychology Technology with the Leader in Financial Counseling, Coaching, & Education

The partnership will benefit AFCPE® members and DataPoints clients, with the ultimate goal of helping improve the financial lives of individuals. - August 22, 2019 - DataPoints

Lewis Bentley Group: China Expected to Deliver More Stimulus

Lewis Bentley Group says PBoC may need to resort to more stimulus after China’s Q2 grows at weakest pace since 1992. - August 13, 2019 - Lewis Bentley Group

Rice Financial Group Offers Advice on Managing Debt

How to manage your debt wisely, How do we do this? Or know what debt is good, and what debt is bad? - August 10, 2019 - Rice Financial Group

PBHFA.org Announces a Strategic Partnership with Great Gulf / La Clara

PBHFA.org announces a strategic partnership with Great Gulf / La Clara. Located on the iconic South Flagler drive in West Palm Beach, La Clara is a luxury 25 story, waterfront tower consisting of only 83 residences. - August 08, 2019 - Palm Beach Hedge Fund Association

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

The Next Millionaire Next Door, the Follow-Up to Its Best-Selling Predecessor, Now Available in Audio

Four Decades of Research Reveals What It Takes to Become Wealthy Today - July 25, 2019 - DataPoints

Ellis Marshall Global: UK Economy Returns to Growth

Re-opening of UK car manufacturing operations trigger return to growth but Ellis Marshall Global analysts warn of possible contraction in Q2. - July 24, 2019 - Ellis Marshall Global

Findlay Nicolson: Trade War Could Derail Japan’s Economic Recovery

Findlay Nicolson: Weakening exports could affect Japan’s economic recovery as trade tensions remain unresolved. - July 19, 2019 - Findlay Nicolson

Benidict Hoffman: China’s Economy Could Benefit from Rate Cut

Benidict Hoffman analysts say rate cut may prompt Chinese consumers to spend more of their substantial savings. - July 15, 2019 - Benidict Hoffman

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

Kipley Lytel’s Advisory Firm Ranked Top 20 Financial Advisors Out of 897 for 2019

Montecito Capital Management Group and its Founder, Kipley J. Lytel, CFA are honored to have again been ranked in the Top 20 Financial Advisors List for the year of 2019 particularly given the depth of 897 candidates considered. - July 03, 2019 - Montecito Capital Management Group

Ellis Marshall Global: German Manufacturing Downturn Continues

Ellis Marshall Global reports trade war and Brexit uncertainty send German manufacturing sector into recession territory for sixth straight month. - July 02, 2019 - Ellis Marshall Global

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

Benidict Hoffman Warns Downside Risks Threaten Global Economy

Benidict Hoffman economists warn that ongoing trade war could reduce global GDP in 2020. - June 26, 2019 - Benidict Hoffman

Urban Creek’s Teixeira to Give Keynote Presentation at Markets Group’s Global RE Forum

Mark Teixeira, founder of Urban Creek Partners, an Atlanta-based real estate development company, and former Major League Baseball player, will attend Markets Group’s 7th Annual Global Institutional Real Estate Forum in New York City, December 11-12, 2019 as one of the meeting’s keynote... - June 24, 2019 - Markets Group

Morgan Creek Founder Yusko Will be a Keynote Speaker at Markets Group’s Private Wealth West Forum

Mark Yusko, Founder, CEO and Chief Investment Officer of Chapel Hill, N.C.-based Morgan Creek Capital Management, will attend Markets Group’s 4th Annual Private Wealth West Forum on July 31, 2019 in Seattle as one of the event’s keynote speakers. Yusko, who in 2018 correctly predicted... - June 24, 2019 - Markets Group

Activemarket.io, a Member of Active Trading Group, is Announcing the Launch of a Fiat-to-Crypto Exchange for the Scandinavian Market

The exchange will offer trading between Norwegian Krone (NOK), Swedish Krona (SEK), Danish Krone (DKK), United States Dollar (USD) and Euros (EUR) against major cryptocurrencies pairs. - June 24, 2019 - Activemarket.io

Kipley Lytel & Montecito Capital Management Awarded 2019 Wealth Management Firm of the Year for Southern California

Wealth & Finance magazine have announced Montecito Capital Management, and its Founder Kipley J. Lytel, Winners of the 2019 Wealth & Money Management Award for Southern California. - June 21, 2019 - Montecito Capital Management Group

myLifeSite Launches Web-based Financial Tool for Life Plan Communities

myLifeSite, a Raleigh, North Carolina-based company that develops online planning tools and resources to help seniors make informed choices about retirement living, has unveiled a new resource that will make it easier for life plan community prospects to examine the affordability of a... - June 20, 2019 - My LifeSite

Ellis Marshall Global: Hong Kong’s Economy Loses Momentum

Ellis Marshall Global analysts comment as Hong Kong’s Trade Development Council downgrades forecasts. - June 19, 2019 - Ellis Marshall Global

Silicon Prairie Investment Crowdfunding Portal Company Registers as Intrastate Broker-Dealer

Silicon Prairie Portal & Exchange (https://sppx.io), the Minnesota-based investment crowdfunding portal operator serving issuers and investors in Minnesota, Iowa, Wisconsin and Michigan along with its affiliate Silicon Prairie Online, an SEC and FINRA reporting Federal Funding Portal company... - June 17, 2019 - Silicon Prairie Portal & Exchange

Findlay Nicolson: Vietnam Economy to Benefit from Trade War

Findlay Nicolson economists say trade war could help Vietnam to become a developed economy as businesses seek alternatives to investing in China. - June 13, 2019 - Findlay Nicolson

Nicholas Ibello Joins the CASH Campaign of Maryland’s Pro-Bono Financial Planning Program

The CASH Campaign of Maryland promotes economic advancement for low-to-moderate income individuals and families in Baltimore and across Maryland. - June 06, 2019 - Williams Asset 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

A Regional Leader Goes National

NPPG are delighted to announce that Northeast Professional Planning Group, Inc. (“NPPG”) welcomed Pinnacle Financial Services (“Pinnacle”) to the NPPG family of companies. With offices in New Jersey, New York, Florida, and Michigan, the combined NPPG-Pinnacle provides... - June 01, 2019 - NPPG, Inc.

Findlay Nicolson - China Industrial Profits Set to Decline

Findlay Nicolson analysts say technology and manufacturing sectors will be more vulnerable to increased tariffs as trade war continues. - May 31, 2019 - Findlay Nicolson

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

Findlay Nicolson - Japan’s Economy Defies External Headwinds

Japan’s economy beat expectations to grow for the second consecutive quarter, says Findlay Nicolson. - May 22, 2019 - Findlay Nicolson

RPA Names Rob Mangano Director – Client Relations

Deep public sector retirement plan experience and commitment make for a strong match - May 18, 2019 - Retirement Plan Advisors

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

MarketCurrents Publishes Spring Edition 2019

MarketCurrents Wealth Management, a leading global private wealth magazine released its Spring Edition on Monday. MarketCurrents Wealth Management also held its Spring Forum in March at The University Club. It was attended by over 30 family office principals from around the world. The forum... - May 13, 2019 - MarketCurrents

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

Brian Mckinney Earns CERTIFIED FINANCIAL PLANNER Certification

Brian McKinney, CFP®, an Associate Financial Planner at Williams Asset Management has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and... - May 02, 2019 - Williams Asset Management

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