Recent Headlines
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
Michael Landsberg, Chief Investment Officer at Landsberg Bennett Private Wealth Management Was Recognized on the 2020 Forbes Magazine Best-in-State Wealth List
Michael Landsberg, a founder, and Chief Investment Officer at Landsberg Bennett Private Wealth Management was recognized on the 2020 Forbes Magazine Best-In-State Wealth Advisors list. This year’s list spotlights over 3,000 top advisors from across the country. This is the 3rd time Michael... - February 06, 2020 - Landsberg Bennett
Equity Consortium Agrees to Acquire Stakes in New York's Astoria Energy Facilities
A consortium of equity investors including APG, MEAG (Munich Re’s asset manager acting for investors from within Munich Re Group), and Clal Insurance Company, alongside other US institutional investors have agreed to acquire 100% of Astoria Energy I and a 55% interest in Astoria Energy II. - January 18, 2020 - APG Asset Management US Inc.
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
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
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
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
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
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
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
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.
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
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
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
Business Leaders John Thiel and Peter Lichtenthal to Speak at Social Capital 2019
Former Head of Merrill Lynch and Former Estée Lauder Global Brand President to join distinguished roster of speakers at invitation-only gathering of leading causes and partners in social impact in Alexandria, VA. - February 21, 2019 - My Next Season
Silicon Prairie Investment Crowdfunding Portal First to Offer Self-Directed IRA Funding Option
Silicon Prairie Online (https://sppx.io), the first investment crowdfunding portal company to link blockchain based distributed ledgers under an Initial Crowd Offering model is pleased to announce the ability to invest with a Self-Directed Individual Retirement Account (SD-IRA) through an... - December 02, 2018 - Silicon Prairie Portal & Exchange
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
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
John Thiel Joins My Next Season as Senior Advisor
John Thiel, widely admired financial services leader who steered iconic investment firm Merrill Lynch through a period of unprecedented change, including the acquisition by Bank of America, has joined My Next Season as Senior Advisor. Thiel will advance the company’s mission of supporting executives and early career professionals as they navigate career transitions, partnering with individuals and companies to ensure those transitions happen well. - November 10, 2018 - My Next Season
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
NPPG Appoints Matthew Donnachie to Retirement Plan Administrator
Northeast Professional Planning Group, Inc., (NPPG) a leading independent ERISA fiduciary, full-service employee benefits, retirement planning, and actuarial consulting firm announces the appointment of Matthew Donnachie to Retirement Plan Administrator. Mr. Donnachie is an experienced retirement... - September 14, 2018 - NPPG, Inc.
NPPG Appoints Natale Coraci to Senior Pension Administrator
Northeast Professional Planning Group, Inc., (NPPG) a leading independent ERISA fiduciary, full-service employee benefits, retirement planning, and actuarial consulting firm announces the appointment of Natale Coraci to Senior Pension Administrator. Mr. Coraci is a pension expert with over 25... - September 14, 2018 - NPPG, Inc.
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.
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
White House Directs Secretary of Labor to Re-Open the Door for The Open MEP®
In a move heralded by consumer advocates and industry groups alike, President Donald Trump today took action that will make it-once again-easier for 401(K) participants to maximize their savings by making it cheaper and easier for unrelated small businesses to pool together to offer retirement... - September 02, 2018 - TAG Resources LLC
RPA President Josh Schwartz to Chair Institutional Investor's Retirement Plan Advisor Summit
Josh Schwartz to lead two-day agenda, including discussion of plan design, practice management, investment solutions, and market insights. - June 26, 2018 - Retirement Plan Advisors
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
NPPG Appoints Jim Brambilla as Defined Contribution Plan Administrator
Northeast Professional Planning Group, Inc., (NPPG) a leading independent ERISA fiduciary, full-service employee benefits, retirement planning, and actuarial consulting firm announces the appointment of Jim Brambilla as Defined Contribution Plan Administrator. Mr. Brambilla is a seasoned pension... - June 03, 2018 - NPPG, Inc.
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
NPPG Appoints Patrick Carragher to Senior Vice President of Employee Benefits
Northeast Professional Planning Group, Inc., (NPPG) a leading independent ERISA fiduciary, full-service employee benefits, retirement planning, and actuarial consulting firm, announces the appointment of Patrick J. Carragher as Senior Vice President of Employee Benefits. Mr. Carragher, a 24-year... - May 24, 2018 - NPPG, Inc.
Federal Benefits Information Center Managing Partner Speaks at United Postmasters and Managers Association State Convention
Research by the Federal government suggests a serious knowledge gap among Federal employees when it comes to understanding, measuring and maximizing their multiple benefit programs. To help close this gap, Dennis Edmonds, Managing Partner of the Federal Benefits Information Center... - May 22, 2018 - Federal Benefits Information Center
NPPG Fiduciary Services Appoints Brian J. Horowitz as ERISA Counsel
Horowitz to head NPPG-FS ERISA 3(16) Administrative Fiduciary Services Compliance Department. - May 16, 2018 - NPPG, Inc.
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
Jenn King, CFP® Joins PARAGON Wealth Strategies
PARAGON Wealth Strategies, LLC, a boutique wealth management firm headquartered in Jacksonville, FL, announced today that Jenn King, CFP® has joined their firm as a Senior Financial Planner and Investment Advisor Representative. Jenn has spent her 17 years in the industry focused on a... - March 22, 2018 - PARAGON Wealth Strategies, LLC
Michael W. Landsberg Named to the 2018 Barron's Magazine Ranking of Top Financial Advisors in America, State by State Ranking, for the 7th Time
Michael Landsberg, Partner, of Landsberg Bennett Private Wealth Management in Punta Gorda, Florida has been recognized as a 2018 Top Financial Advisor by Barron’s Magazine as announced in the March 10th issue. “It’s an honor to again be named to this ranking,” Landsberg... - March 21, 2018 - Landsberg Bennett
Three HUB International Consultants Recognized by Risk & Insurance® Power Broker® Awards
HUB employee benefits consultants honored as Power Broker® winners and finalist - March 12, 2018 - HUB International - West Region
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.
Three HUB International Advisers Selected as Employee Benefit Adviser’s 2018 Rising Stars
Employee Benefit Adviser Editorial Committee Selects 20 Advisers for 2018 Rising Stars in Advising. - February 07, 2018 - HUB International - West Region
Fintech’s Newest Player on the Block, CryptoWallet IRA Allows 401K/IRA Investors to Buy and Sell Bitcoin Just Like Stocks
Thanks to CryptoWallet IRA, Investing in Digital Currencies is Now Simpler and Safer Than Ever. - January 03, 2018 - CryptoWallet IRA
John M. Sklencar, RFC - Best Financial Advisor for Physicians and Dentists (as Featured in Medical Economics and Dental Practice News)
Local Financial Advisor Attends Advisor Group's ConnectED 2017 National conference. - November 08, 2017 - Physicians Private Client Group
Dozens of Prospective RV Home Buyers Visiting the Gardens RV Village, Crossville, TN, After RV Show in PA
RVers from Northeastern and Central U.S. attracted to camaraderie, affordable standard of living and great mountaintop weather at a one-of-a-kind retirement community in Eastern Tennesse. - November 08, 2017 - The Gardens RV Village
Plan Sponsors to Benefit from NPPG Fiduciary Services, LLC and Prime Pensions, Inc ERISA 3(16) Administrative Services Agreement
Northeast Professional Planning Group, Inc. (NPPG) a leading national employee benefits, retirement planning and actuarial consulting firm that provides ERISA 3(16) Administrative Fiduciary Services through NPPG Fiduciary Services LLC (NPPG-FS) has entered into an ERISA 3(16) Administrative... - October 13, 2017 - NPPG, Inc.
From Boots to Suits, a Former Army Captain is Changing the Investment Industry
Former Army Captain David Clark’s investment firm Capital Strength Investments, LLC is changing the way America invests for retirement. David is an OIF veteran that served in the prestigious and elite 10th Special Forces Group (Airborne) as a lieutenant and later went on to command at United... - October 02, 2017 - Capital Strength Investments LLC
Hershey RV Show Retirement Seminars Presented Daily, 3:30 pm ET, 9/13-17/2017
RVers attending "America's Largest RV show": daily retirement seminar, from 3:30-4:30 p.m. EST, in the Press Room on lower level. - September 12, 2017 - The Gardens RV Village
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.