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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
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
Findlay Nicolson – China Needs More Stimulus
Findlay Nicolson analysts warn that China’s economy needs ongoing stimulus measures to stabilize. - April 24, 2019 - Findlay Nicolson
Findlay Nicolson - Global Economic Rebound Unlikely in 2019
Findlay Nicolson economists say rapid global economic expansion is likely a thing of the past. - April 17, 2019 - Findlay Nicolson
Findlay Nicolson - China’s Economy Shows Resilience
Findlay Nicolson comments as China reports better than expected manufacturing activity in March as government stimulus measures take hold. - April 10, 2019 - Findlay Nicolson
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
Deloitte and Innovative Assessments to Help Improve Credit Scoring for the Underbanked
Deloitte and Innovative Assessments have entered into an alliance that will allow banks to reliably approve more loans among traditionally underserved consumers. - April 01, 2019 - Innovative Assessments
Findlay Nicolson – Asian Investors Weigh Global Risks
Findlay Nicolson survey reveals Asian investors are concerned about risks to global economy. - March 27, 2019 - Findlay Nicolson
Turtle Creek Management and Turtle Creek Trust Company Focuses Client Attention on the Recent Federal Tax Cut and Jobs Act
On December 20, 2017, Congress passed a statute originally named the Tax Cuts and Jobs Act (TCJA) which enacts a broad range of tax changes. The Act was signed by the President on December 22. One of the key provisions of the Act is for tax years beginning after December 31, 2017, corporate income... - March 27, 2019 - Turtle Creek Management, LLC
Findlay Nicolson to Attend Asian Investment Conference
Findlay Nicolson to attend annual Asian Investment Summit for the first time. - March 21, 2019 - Findlay Nicolson
Carlos Solari, Former CIO at the White House and Senior FBI Executive Director, Joins PlatinumDEX ICO as the Chief Information Officer
Carlos Solari has joined London headquartered Fintech PlatinumDEX as Chief Information Office. Carlos is an internationally known IT security expert, formally CIO of The White House, responsible for the IT systems for the Executive Office of two President’s. PlatinumDEX is a start-up licensed (pending) e-bank incorporating a global network of "hyper-secure" blockchain enabled crypto exchanges, at the early stages towards of an ICO. - March 13, 2019 - Platinumdex Limited
Michigan Adviser Authors Financial Guide for Entrepreneurs
Plymouth, Michigan financial adviser Wayne Titus, CPA/PFS, AIFA, has written a new book, entitled "The Entrepreneur's Guide to Financial Well-Being." The book debuts on Amazon.com March 12, 2019. - March 13, 2019 - AMDG Financial
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
Gary Williams of Williams Asset Management Honored in Forbes’ Best-in-State Wealth Advisors List
President and Founder, Gary Williams, CFP®, CRPC®, AIF®, named to Forbes’ Best-in-State Wealth Advisors list for 2019. - February 22, 2019 - Williams Asset Management
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
MarketCurrents Spring Summit Draws Some of the Biggest Family Offices in March
MarketCurrents Wealth Management, the leading private wealth and family office publication, will host a number of prominent family offices on the 28th of March in New York City. The Spring Summit, which is part of MarketCurrents portfolio of events, will bring together some of the most... - February 13, 2019 - MarketCurrents
Malfitano Partners, the Global Business Asset Acquisition and Disposition Advisory Firm, Taps Retail Veteran Gary S. Carlton, to Expand Operational Bench
Malfitano Partners, a preeminent provider of advisory services in the asset acquisition and disposition industry, announced that Gary S. Carlton has joined the firm as a lead field supervisor. Gary S. Carlton joins the group after working in the retail field for over 30 years both in the United... - January 28, 2019 - Malfitano Partners
The Palm Beach Hedge Fund Association Welcomes the Van Hoek/Tremblay Team of UBS Private Wealth Management as Its New Member and Sponsor
The Palm Beach Hedge Fund Association (PBHFA) welcomes Cornelis Johannes "CJ" Van Hoek and Nathalie Tremblay from the Van Hoek/Tremblay team of UBS Private Wealth Management in West Palm Beach. - January 26, 2019 - Palm Beach Hedge Fund Association
Two Local Financial Firms Join Forces
ARGI and Stiles, Carter & Associates, CPAs, P.S.C., are pleased to announce a merger agreement, offering expanded financial services for the Central Kentucky region. ARGI, a Louisville-based personal and business financial advisory firm, opened its doors in Elizabethtown in 2016 when hometown... - January 26, 2019 - ARGI Financial Group
Aventura Corporate Campus Expands Its Footprint in the Technology Office Sector with an Investment of Over $5 Million
Aventura Corporate Campus, a Renaissance Property, in Aventura, Florida, with over 252,244-square-foot of Class A office space, at 20801, 20803, and 20807 Biscayne Boulevard, is further expanding its footprint in the technology office sector with an investment of over $5 million. The vision of... - January 23, 2019 - Renaissance Properties
Globtec Investment Group Debuts US$300 Million Investment Program to Capitalize Globalization-Ready Businesses in Turkey
Globtec Investment Group and a consortium of partner investors have embarked on a broad mandate to invest in suitable Turkish companies, with a focus on the Mechanical Engineering, Mining, and Tourism sectors. The program is designed to assist in the capitalization and development of Turkish companies by expanding their access to international markets and creating global business connections. - January 18, 2019 - Globtec Investment LLC
Oakmont Advisory Group, LLC to Welcome Local Radio Personality as Host of Popular Financial Radio Program
Locally, family-owned financial advisory firm Oakmont Advisory Group, LLC welcomes Scott Stiegler as host of their popular financial radio program. The Retirement Solutions Showaits every Saturday at 1:00 pm on 770 KKOB. - January 16, 2019 - Oakmont Advisory Group, LLC
Michael W. Drummond, AAMS®, Financial Advisor, Earns CEP®
The National Institute of Certified Estate Planners (NICEP) is pleased to announce the graduation of Mr. Michael W. Drummond from the Certified Estate Planner™ course. Mr. Drummond has successfully completed the advanced course work and qualifying examination to earn the professional... - January 14, 2019 - Drummond Wealth Management of Raymond James & Associates