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Within Asset Management
Movers and Shakers of the Education Space Revealed in Annual Industry Report
The Educator shines the spotlight on 50 of the most influential professionals in Australian education. - November 07, 2017 - Key Media
Paul Murans, Advisor to High-Net-Worth Clients, Joins Thurston Springer
Thurston Springer Financial's recruiting team lands high-net-worth advisor Paul Murans. - November 03, 2017 - Thurston Springer Financial
Concord Securities to Open New Office in Tokyo
Concord Securities, today announced they will be opening a new office in Tokyo. The Asian region office will provide sales, marketing, financial investments advice, and local financial services to customers and partners within Asia and Oceania. Concord Securities are focused on growth investing... - November 03, 2017 - Concord Securities
Canada’s Leading Brokerages Revealed in Annual Industry Report
48 brokerages have just been recognized as the top mortgage teams in the country. - November 01, 2017 - Key Media
Advance Capital Management Hosting “Veterans Day Financial Planning Event”
RIA, Advance Capital Management, launches campaign to raise awareness of military members’ financial troubles with free financial advice and plans. - October 27, 2017 - Advance Capital Management
Worth Telecom Advisors and SBA Communications Announce Partnership
SBA Communications and Worth Telecom Advisors announced the signing of a partnership to strengthen their respective capabilities and customer offerings in the wireless infrastructure arena. Jason Scutt, President of Worth Telecom Advisors, commented, “Combining Worth’s consulting... - October 26, 2017 - Worth Telecom Advisors
Mortgage Originators Reveal the Top Qualities for Branch Networks in Industry Report
Mortgage Professional America takes a look at what originators value most in their network relationships. - October 26, 2017 - Key Media
Liquidax Capital Appoints Microsoft’s IoT and AI Business Development Director, Matt Vasey to Its Strategic Advisory Board
Microsoft's Internet of Things (IoT) and Artificial Intelligence (AI) Business Development Director Appointed to the Liquidax Strategic Advisory Board. - October 20, 2017 - Liquidax Capital, LLC
Hall of Famers of the American Insurance Space Revealed in New Report
35 individuals have been recognized as the top professionals in the American insurance industry. - October 20, 2017 - Key Media
A Feasibility Study is Currently Being Conducted by Two of Concord Securities Experienced Portfolio Managers, Charles Hamilton and Jon Elliot
Concord Securities today announced they are considering opening of new office in the Asian Region. The Asian Region office will provide sales, marketing, financial investments and local financial services to customers and partners within Asia and Oceania. Singapore, Hong Kong, Tokyo and Sydney... - October 19, 2017 - Concord Securities
Stratim Capital Announces First Closing of Stratim Cloud Fund, LP
Stratim Capital, a late-stage venture fund focused secondary-direct investing, has announced the first closing and initial investments of the Stratim Cloud Fund. Initial investments in the late stage fund focused on cloud infrastructure providers include MongoDB and Mirantis. - October 18, 2017 - Stratim Capital
MarketCurrents Releases Investment Trends in Family Offices Edition
MarketCurrents released its September edition which focused on investment trends within family offices. The publication is a leading magazine within the private wealth sector and is circulated to family offices around the world. “The family offices we spoke to point to an appetite for more... - October 13, 2017 - MarketCurrents
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.
Australia’s Top Brokers Revealed in Annual Industry Report
10 professionals have been recognised as the top commercial brokers in the country. - October 12, 2017 - Key Media
Federal Acquisition Advisors (FAA) Steps Up to Assist Puerto Rico
FAA is reaching out to champion assistance for Puerto Rico. With a vast network of business partners and a market leading client base one company has decided just helping isn't enough and have "Taken The Lead," campaigning for assistance and help for those who need it. Their need is apparent and their voices are not being heard. - October 11, 2017 - Federal Acquisition Advisors
Zarvic Brothers Meets with Struggling Asset Manager Manning & Napier Inc.
Zarvic Brothers met with Manning & Napier Inc.'s top executives with concerns of company performance, leadership, and fiduciary duties to shareholders. - October 02, 2017 - ZarVic Brothers LLC
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
Australia’s Premiere Insurance Brokerages Revealed in Annual Report
Top 10 insurance brokerages in Australia named in annual industry report. - September 28, 2017 - Key Media
Thomas Grey Gives £150 Million to Cambridge for Research Facilities
Pascal Grande Capital Partners believe in ensuring our global financial future through nurturing those who will be responsible for it. - September 19, 2017 - Pascal Grande Capital Partners
PAMClub's Real Estate September Dinner Brings Real Estate Investors and Funds Together
PAMC, a service of MarketCurrents and PrimeAlpha, hosted a dinner September 12, focusing on real estate investing. Real Estate is a key investment area for family offices this year. These views were echoed at the PAMC's dinner which brought together some of key players within the investment... - September 19, 2017 - MarketCurrents
MeritKapital Expands Emerging Markets Bonds Team
Meritkapital Ltd (#77/06) is very pleased to announce a valuable new member of the firm's Emerging Market Sales & Trading team. Nathalia Ermolitskaya has more than 20 years experience in the Russian and CIS capital markets industry. Highlights of her career include the buildout of the fixed... - September 16, 2017 - MeritKapital Ltd
Rising Stars of Canada’s Real Estate Industry Revealed
100 young professionals have been recognized among the country’s top up-and-coming real estate agents. - September 15, 2017 - Key Media
US Top 20 Insurance Wholesalers Revealed in Special Report
Latest report from Insurance Business America names the top 20 companies dominating the US insurance wholesale market. - September 15, 2017 - Key Media
Asia’s Top Employers Revealed in Annual Report
19 businesses have been recognised as the top employers in Asia. - September 14, 2017 - Key Media
Rusty Bits™ Announces the Launch of Its www.rustybitsmarket.com eCommerce Website
Rusty Bits™ today announced the launch of its www.rustybitsmarket.com eCommerce website. The launch allows consumers to shop on-line for the company’s original handmade art, unique household goods, supplies and other incredible finds, all of which are hand sourced or created from... - September 13, 2017 - Malfitano Partners
AQMetrics Attains ISO 27001 Certification
RegTech company, AQMetrics announce its successful achievement of the International Organization for Standardization’s prestigious ISO 27001 certification. - September 13, 2017 - AQMetrics
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
UK’s Rising Stars of Insurance Revealed
26 talented young professionals have been recognised for making their mark on the insurance industry. - September 08, 2017 - Key Media
Most Innovative Australian Schools Revealed in Annual Report
40 schools have been recognised among the most ground-breaking education institutions in the country. - September 07, 2017 - Key Media
Alaric Trader, a Direct Market Access Provider, is Teaching Professional and Novice Traders How to Trade Market Imbalances
Market Imbalances is one of the last few hidden treasures of market-neutral profit making and Alaric Trader is giving away a whitepaper with the best practices on trading order imbalances. - August 31, 2017 - Alaric Trader
HGTV Stars Live Show in Las Vegas: “How to Make Money with Real Estate in 2017”
HGTV Stars Drew Levin and Danny Perkins will host free events in Las Vegas, Summerlin and Henderson on how to use real estate to generate income that can help prepare for retirement and provide more financial freedom. - August 29, 2017 - Response
Christopher Weil & Company, Inc. Announce Tyler Hewes Has Achieved CFP® Certification
Investor- Manager-Advisor firm deepens its bench by adding another CFP to its client service team. - August 28, 2017 - Christopher Weil & Company
Rising Stars of Insurance Revealed
55 individuals have been recognized among top young professionals representing the new face of America’s insurance industry. - August 25, 2017 - Key Media
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
Williams Asset Management Names G. Thomas Watson, CFA as Associate Financial Planner and Research Analyst
Today, Williams Asset Management announced that G. Thomas Watson, CFA has been named Associate Financial Planner and Research Analyst. Watson brings over four years of industry experience to Williams Asset Management. In this new role, he will work closely with the firm’s financial advisors... - August 19, 2017 - Williams Asset Management
Credit Solution Services Presents the Free Your Mind Women’s Conference
Tomeka Lynch Purcell, CEO of Credit Solution Services invites you to attend the Free Your Mind Women’s Conference on September 16, 2017 in Charlotte, North Carolina. “As a financial empowerment coach, my passion is teaching women how to take charge of their financial futures to build... - August 17, 2017 - Credit Solutions Services
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.
Elite Women of the American Mortgage Industry Revealed
75 women have been recognized as some of the mortgage industry’s top professionals. - August 05, 2017 - Key Media
Australia’s Rising Stars of Insurance Revealed
50 individuals have been recognised among talented young professionals making their mark on the insurance industry. - August 04, 2017 - Key Media
Advance Capital Management’s Michael Hohf Named to Forbes Top 100 Millennial Advisors
Advance Capital Management is pleased to announce that Michael Hohf has been named one of America’s Top Next-Gen Wealth Advisors by Forbes Magazine. The list recognizes the top-performing young advisors at their firms, and the future of the industry. “I am extremely honored to be... - August 04, 2017 - Advance Capital Management
Winchester Global PLC Appoints Rohan Chanda as Chief India Investment Strategist
Winchester Global PLC today announced the appointment of Rohan Chanda who is charged with taking the firms Indian investment strategy forward in his role as Chief India Investment Strategist. - August 04, 2017 - Winchester Global PLC
Winchester Global PLC Investment Survey Highlights Japan Industrials
Winchester Global’s Analysts today released the conclusions of its investment study relating to manufacturing companies within Japan. - August 03, 2017 - Winchester Global PLC
Winchester Global PLC Announce Attendance at the 4th China Global Investment Forum
Winchester Global look to make further inroads into the Chinese investment markets and believe the Investment Forum is the place to build up their connections within the Chinese mainland. - August 03, 2017 - Winchester Global PLC
Jacob Wohl Releases Hedge Fund Business Plan
Jacob Wohl has announced the public release of his Hedge Fund Business Plan, through his personal website. - July 29, 2017 - Montgomery Assets
Rising Stars of Canada’s Mortgage Industry Revealed
55 young men and women have been recognized among the country’s top mortgage professionals. - July 29, 2017 - Key Media
Edward Jones Joins 150 Companies Nationwide with Unprecedented Commitment to Advance Diversity and Inclusion in the Workplace
Edward Jones Managing Partner Jim Weddle was one of more than 150 CEOs to sign the "CEO Action for Diversity & Inclusion" pledge, a new nationwide initiative to advance diversity and inclusion in the workplace as a means to improve corporate performance, drive growth and enhance... - July 29, 2017 - Jacob Miller: Financial Advisor, Edward Jones
Commercial Insurance Agents Reveal Top Industry Carriers
38 companies have come out on top in a list recognizing the top carriers voted by insurance agents. - July 28, 2017 - Key Media
A R Foundation Introduces the First Blockchain Asset Backed by Water Rights
The A R Foundation LLC has announced the launch of the AQUA Rights platform. The first water rights backed asset utilizing Blockchain technology. The foundation will utilize Ethereum's Smart Contracts technology to create less volatile asset backed tokens. Thus creating a new digital asset backed... - July 27, 2017 - A R Foundation
New Canadian Service BillCrush.ca Promises to Lower Monthly Bills
A new Calgary-based start-up has created the first online service for Albertan’s wanting to lower their monthly bills like utilities, cell phones and internet during these challenging financial times. “It’s really exciting because by shopping around, the savings are significant... - July 25, 2017 - BillCrush.ca
3 MassMutual Greater Houston Agents Earn Professional Designation in Family Business Planning
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