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Ron Beaton's Money Matters Joins ARGI
Ron Beaton's Money Matters Joins ARGI, Further Expansion Throughout the State for the Firm - June 21, 2018 - ARGI Financial Group
LQDEX Co-Founder, Yogesh Srihari, to Present at Blockchain World Conference
Blockchain’s first truly global event, The Blockchain World Conference, today announced that LQDEX co-founder, Yogesh Srihari, will speak on Thursday, July 12 at 12:30 p.m. at Harrah’s Resort in Atlantic City. Srihari’s presentation, “LQDEX - The Next Generation Digital... - June 20, 2018 - LQDEX
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
LQDEX Publishes Whitepaper on the Future of Cross-Chain Trading
Decentralized, trustless, cross-chain cryptocurrency exchange, LQDEX, Publishes Whitepaper. - June 12, 2018 - LQDEX
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.
OpenGift and Wealthman Announce Global Anti-Fraud Challenge
Open Source Software (OSS) development platform OpenGift and Wealthman will partner to enhance cybersecurity and fraud protection of OSS. “When it comes to software security, there is no optimal answer,” says London based Wealthman CEO Andrei Huseu. “Open Source Software is... - May 25, 2018 - WealthMan
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
MarketCurrents Wealth Management to Hold Roundtable for 3rd Annual Technology Family Offices Edition
MarketCurrents Wealth Management, the industry's leading private wealth publisher, will publish its much anticipated 3rd annual Technology Edition at the end of June. This is used throughout the year as a blueprint for family offices around the world to consult with as a leading resource for... - May 21, 2018 - MarketCurrents
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.
Peregrine Now Acquiring Royalties in Pecos and Karnes Counties
Peregrine 1031 Energy Partners, a company assisting 1031 investors in diversifying their exchange, has agreed to acquire producing and non-producing oil and gas royalties in Pecos and Karnes Counties, Texas. The purchase features production from over 20 currently producing wells under PPC... - May 15, 2018 - Peregrine 1031 Energy Partners
THK Securities Ltd. Was Honored at 2018 Hong Kong Fund Awards
THK Securities provides a broad range of wealth management and investment products and services to more than 2000 customers and conducts business through three operating groups: Stock Investment, Corporate Bonds and Overseas Property. - May 09, 2018 - THK Securities
Peregrine Now Acquiring Royalties in Tarrant & Johnson Counties
Peregrine 1031 Energy Partners, a company assisting 1031 investors in diversifying their exchange, has agreed to acquire producing and non-producing oil and gas royalties in Tarrant and Johnson Counties, Texas. The acquisition features production from over 30 currently producing wells in the... - May 04, 2018 - Peregrine 1031 Energy Partners
2018 Best Direct Market Access Provider Award by World Finance Market Goes to Alaric Trader
Alaric Trader, a direct market access provider to U.S. exchanges and a professional broker-dealer has been awarded with World Finance Market’s Award for Best Direct Market Access Provider in 2018. The World Finance Markets awards are created in an attempt to honor and showcase excellence and... - May 01, 2018 - Alaric Trader
Explosive Growth of Crypto Funds Continues in 2018
Despite Falling Prices and Regulatory Hurdles, Hedge Funds & Venture Capital Launch Cryptocurrency Investment Funds at Record Pace - April 27, 2018 - Crypto Fund Research
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
MarketCurrents Wealth Management Media Publishes Human Capital in Family Offices Edition
MarketCurrents published its inaugural edition on Human Capital in Family Offices this week. The international private wealth publisher engaged with family offices throughout the last year on ideas for editorial topics for its Family Office E-Magazine series. Human capital was a leading topic... - April 18, 2018 - MarketCurrents
You're Invited; 2018 WAM Shred-It Event
Williams Asset Management is excited to host its 3rd annual community “Shred-It Event” on Saturday, May 12th from 12-3pm. This event is free to the public. - April 14, 2018 - Williams Asset Management
Peregrine Now Acquiring Royalties in North Dakota and Mississippi
Peregrine 1031 Energy Partners, a company assisting 1031 investors in diversifying their exchange, has agreed to acquire producing and non-producing oil and gas royalties in Mountrail, Burke, McLean, and Ward Counties, North Dakota as well as Lincoln County, MS. The acquisition features production... - April 11, 2018 - Peregrine 1031 Energy Partners
Mellstock Studivest Proposes Student Housing as a New SRI Investing Opportunity
Mellstock Limited, through its brand Studivest.com, the Student Housing web portal, has suggested SRI investors should consider investing in this growing asset class. Over the past twenty years, providing accommodation for students across the World has become an appealing real estate asset class... - April 07, 2018 - Studivest
APMEX Introduces Chance to Win 500 oz of Silver
APMEX, Inc., a leading online precious metals retailer based in Oklahoma City, is excited to announce the 2018 Silver Maple Leaf Monster Box Sweepstakes, celebrating one of the most popular silver bullion coins in the world. One lucky winner will receive a 500-coin Monster Box of 2018 1-oz Silver... - April 05, 2018 - APMEX, Inc.
Save the Date! 1st Annual Financial Freedom Day, April 28, 2018 - Free Community Event Offers Financial Education for Various Age Groups
Financial Freedom Day is an annual day-long financial education event during National Financial Literacy Month. - April 04, 2018 - Elise Financial Services
New Series Travels Route 66 – Exclusively at APMEX
APMEX, Inc., the nation’s largest precious metals e-retailer, is excited to introduce a new limited-production series that will take customers on a journey along one of the most famous roads in America: Route 66. On November 11, 1926, U.S. Route 66 opened following rapid industrial growth... - April 04, 2018 - APMEX, Inc.
Second Biblical Series Release from Scottsdale Mint Now at APMEX
APMEX, Inc., the nation’s largest Precious Metals e-retailer, is pleased to announce the second release of Scottsdale Mint’s famed Biblical Series is now available. In 2015, Arizona-based Scottsdale Mint introduced the first of a new series that features stories from the Bible –... - March 31, 2018 - APMEX, Inc.
Introducing Arrowroot Real Estate's First Acquisition
In a partnership between D & B Capital Partners, Arrowroot Family Office and ARB Investments, Arrowroot is excited to announce the creation of Arrowroot Real Estate (“ARE”). Arrowroot Real Estate is led by Brennen Degner and Adam Barzilay, former executives of MJW Investments, as... - March 30, 2018 - Arrowroot Real Estate
ARGI Recognized by Ohio/Kentucky ESOP Association
ARGI, a Louisville-based personal and business financial advisory firm, has been recognized as one of two finalists for the ESOP Company of the Year award by the Ohio/Kentucky Chapter of the ESOP Association. Senior Financial Advisor, Joe Tichenor, CFP®, was recognized as one of three finalists... - March 29, 2018 - ARGI Financial Group
TaaS Launches the Updated Cryptographic Audit, Cornerstone of Its Declaration of Transparency
Token-as-a-Service (TaaS), the first-ever tokenized closed-end fund dedicated to blockchain assets, announces the public release of its next-generation Cryptographic Audit. - March 28, 2018 - TaaS
Male Leaders Are Less Likely to Mentor Upcoming Female Leaders Post #MeToo; NextGen Orgs Can Reverse This Disturbing Trend
The unintended negative consequence of the #MeToo movement: male leaders are backing away from mentoring women. The problem is being made worse by employee trainings that are ineffective. Addressing only the symptoms won't solve the problem. - March 27, 2018 - NextGen Orgs
NEXT.exchange is Burning More Than 95 Million of Its Tokens
The hybrid decentralized and community-driven crypto exchange, NEXT (https://next.exchange), is going to destroy millions of tokens. There will be 75% fewer tokens on the market than what was initially expected. - March 26, 2018 - NEXT.exchange
Shop the Latest America The Beautiful Series Release Now at APMEX
APMEX, Inc., a leading Precious Metals e-retailer based in Oklahoma City, is thrilled to announce the latest release in the America the Beautiful Silver Bullion Coin™ series is now available for pre-order. The 2018 5 oz Silver ATB Apostle Islands National Lakeshore Park, WI, marks the second... - March 24, 2018 - APMEX, Inc.
KOMSCO Announces New 2018 Silver Chiwoo Cheonwang and Tiger Coins
APMEX, Inc., a leading Precious Metals retailer based in Oklahoma City, is excited to announce the latest releases from KOMSCO with the 2018 1 oz Silver Chiwoo Cheonwang and 2018 1 oz Silver Tiger medals. - March 23, 2018 - APMEX, Inc.
Happy 9th Anniversary Bull Market; Diversifying Your Investments Now May be the Best Way to Survive the Next Bear Market (a 20% Drop) in Stock Prices
Vanguard and Goldman Sachs recently predicted that the odds of a "correction" which is a 10% stock market drop, or a "bear market" a 20% drop, are from 70%-88% respectively. Research from 7Twelve Advisors, LLC suggests that a deeply diversified investment portfolio may be an ideal way to absorb a significant stock market shock. - March 22, 2018 - 7Twelve Advisors, LLC
Idio Celebrates Gramercy Institute Award for Personalization
The company’s AI-powered approach has won the Personalization category in the 15th Annual Gramercy Financial Marketing Strategy Awards. - March 22, 2018 - Idio
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
APMEX Introduces Next Royal Mint Queen’s Beasts Release – Plus Enter to Win 150oz of Silver
APMEX, Inc., the nation’s largest Precious Metals e-retailer, is excited to introduce the latest in The Royal Mint’s highly popular Precious Metal bullion Queen’s Beasts series – The Red Dragon of Wales. Plus, for a short time, be entered to win 150 oz of Silver to celebrate... - March 22, 2018 - APMEX, Inc.
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
IOB llc Acquires Significant Stake in Regulated Financial Company in UK
By investing in regulated, licensed and legal broker-dealers, trading systems and clearing agents in the US, UK and Germany IOB llc will bring together an alliance of regulated entities to facilitate a global platform across multiple jurisdictions for trading, corporate finance, funds, accelerators and building of sustainable pathways for the future and supporting the needs of forward-thinking jurisdictions. - March 16, 2018 - IOB LLC
Malfitano Advisors Welcomes Allen Wong and Stephanie Gould as Advisory Platform Expands
Malfitano Advisors, a unique advisory group based in New York City, expands its bench with two additional seasoned finance professionals. - March 14, 2018 - Malfitano Partners
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
Forbes Names Michael Hohf a Michigan "Best-in-State Wealth Advisor"
Advance Capital Management is pleased to announce that Michael Hohf has been named to the 2018 Forbes Best-in-State Wealth Advisors list. The list recognizes over 2,000 top-performing advisors across the United States. Hohf represents the state of Michigan. “It’s very rewarding to be... - March 09, 2018 - Advance Capital Management
Peregrine Now Acquiring Royalties in Divide County, ND
Peregrine 1031 Energy Partners, a company assisting 1031 investors in diversifying their exchange, has agreed to acquire producing and non-producing oil and gas royalties in Divide County, North Dakota from an undisclosed seller. The acquisition features production from a number of currently... - March 01, 2018 - Peregrine 1031 Energy Partners
MarketCurrents Releases Part 2 of Its Artificial Intelligence Series
MarketCurrents Wealth Management, a leading private wealth business information specialist, released the 2nd part of its AI series this week. Part 1 observed how an AI revolution is underway that will greatly affect our professional and personal lives. Part 2 reviews the attributes of human... - February 27, 2018 - MarketCurrents
Harrisburg University Backed Thought Network Launches Pre-ICO March 1
Thought is a blockchain and AI start-up, backed by Harrisburg University of Science and Technology. Thought is fundamentally changing the way data is processed by embedding AI into every small piece of data. This makes otherwise "dumb" information smart. Data becomes able to act on its own, eliminating the need for external applications, and thus makes data processing faster and cheaper. - February 26, 2018 - Thought Network
MarketCurrents Publishes Annual Estate and Succession Planning Edition for 2018
MarketCurrents Wealth Management published its Annual Estate and Succession Planning Edition this week. The report comes at a timely moment as we are witnessing the largest transfer of wealth taking place. This will continue over the next several years. The longevity of a family’s wealth... - February 26, 2018 - MarketCurrents
Harrisburg University Backed Thought ICO Launches Whitelist
Thought is a blockchain and AI start-up, backed by Harrisburg University of Science and Technology. Thought is fundamentally changing the way data is processed by embedding AI into every small piece of data. This makes otherwise "dumb" information smart. Data becomes able to act on its own, eliminating the need for external applications, and thus makes data processing faster and cheaper. - February 24, 2018 - Thought Network
Hacker Launches ICO
Thought is a blockchain and AI start-up, backed by Harrisburg University of Science and Technology. Thought is fundamentally changing the way data is processed by embedding AI into every small piece of data. This makes otherwise "dumb" information smart. Data becomes able to act on its own, eliminating the need for external applications, and thus makes data processing faster and cheaper. - February 23, 2018 - Thought Network
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.
Mark Shore Joins Coquest Advisors as Director of Educational Research
Dallas-based Coquest Inc., one of the largest independent introducing brokers in the U.S. derivatives markets, announced today that Mark Shore has joined its Coquest Advisors LLC as Director of Educational Research. Mr. Shore will be responsible for developing educational materials, workshops and... - February 22, 2018 - Coquest Inc.