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Within Asset Management
Edward Jones Financial Advisor Ben Zuckerman Earns Big Hitter Award
Edward Jones Financial Advisor Ben Zuckerman Earns Performance Award for exemplary performance in 2016. - June 30, 2017 - Edward Jones Financial Advisor: Ben Zuckerman
Edward Jones Financial Advisor Ben Zuckerman Receives Service and Excellence Award
Edward Jones Financial Advisor Receives Service and Excellence Award. - June 30, 2017 - Edward Jones Financial Advisor: Ben Zuckerman
Edward Jones Financial Advisor Ben Zuckerman Earns Century Award
Edward Jones Financial Advisor Ben Zuckerman Earns Century Award for Exemplary Performance in 2016 - June 30, 2017 - Edward Jones Financial Advisor: Ben Zuckerman
Wealth Management’s Biggest Movers Revealed
50 individuals have been recognized as the movers and shakers of Canada’s financial industry. - June 30, 2017 - Key Media
Real Estate Movers and Shakers Revealed in Annual Report
Industry report recognizes 75 individuals shaping the Canadian real estate business. - June 24, 2017 - Key Media
Advance Capital Management Named to 2017 Financial Times 300 Top Registered Investment Advisers
Michigan-based financial advisory firm Advance Capital Management has been named one of the 2017 top financial advisers by the Financial Times. - June 24, 2017 - Advance Capital Management
Australia’s Best Brokerage Businesses Revealed in Annual Industry Report
A new released report showcases the leading mortgage brokerages in the country. - June 22, 2017 - Key Media
Asia’s Best HR Teams Revealed
24 teams have been included in a list recognising Asia’s top performing HR teams. - June 21, 2017 - Key Media
Canada’s Top Insurance Brokers Revealed in Annual Report
34 Insurance professionals have been recognized as the best brokers in the nation. - June 17, 2017 - Key Media
UK’s Leading Insurance Specialists Revealed in New Report
7 insurance professionals recognised to be at the top of their specialist areas - June 15, 2017 - Key Media
Ferratum Bank Partners with Innovative Assessments to Promote Financial Inclusion
Ferratum Bank p.l.c. has signed a partnership agreement with Innovative Assessments International, Ltd. that will promote greater financial inclusion by helping extend more credit to Ferratum’s clients. - June 05, 2017 - Innovative Assessments
America’s Top Insurance Wholesale Partners Revealed
42 wholesale partners earned five-star marks, as rated by insurance producers. - June 03, 2017 - Key Media
Australia’s Top Employers Revealed in Annual Report
23 businesses have been recognised as the best employers in the country, as rated by their employees. - June 01, 2017 - Key Media
Your Next Big Adventure Awaits on MyLittleAdventure.com
MyLittleAdventure.com is the online ticketing platform that shows over 150,000 unique, cool and hidden things to do and see in the world on one easy-to-use platform. Pulling in over 150,000 exciting attractions and adventures from over 175 countries in 14 languages, this revolutionary travel... - May 29, 2017 - OpenLedger
Canada’s Top Portfolio Managers Revealed
21 financial professionals have been included in a list naming the top portfolio managers in the country. - May 26, 2017 - Key Media
Australia’s Top Franchise Mortgage Brokerages Revealed
The top 10 mortgage brokerages stand-outs of the franchise industry revealed in annual report. - May 25, 2017 - Key Media
Mark Faber Joins Actualize Consulting
Actualize Consulting is pleased to announce Mark Faber will be joining the team as Managing Director of Collateral Management Services. Mark will be based on New York and focused on expanding the firm’s collateral management services and capabilities. - May 23, 2017 - Actualize Consulting
America’s Highest-Grossing Mortgage Professionals Revealed
46 mortgage professionals have been included in a list naming the most prolific originators in the mortgage industry. - May 19, 2017 - Key Media
Knox Wealth Partners Financial Services Firm Goes Nationwide
Knoxville Financial Advisory Firm partnership grows and now includes clients in 30 states and the U.K. with over $300 million in advisory and brokerage assets held with LPL. - May 19, 2017 - Knox Wealth Partners
Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year at Annual Awards Conference
“We are honored to receive this award, which reflects our team’s commitment to work together to provide exceptional service to our clients,” said Palmerino. “Our team is what sets us apart from others.” - May 18, 2017 - CCR Wealth Management
Education’s Rising Stars Revealed
30 individuals have been included in a list recognising the up and coming leaders in the fast-changing business of education. - May 18, 2017 - Key Media
Chris Campbell Achieves Court of the Table MDRT Membership is Exclusive to World’s Leading Financial Professionals
Chris Campbell, CEO of CJ Campbell & Associates in Rockville, Maryland has qualified for Court of the Table of the Million Dollar Round Table (MDRT). Achieving Court of the Table status places Mr. Campbell among the top professionals in the global life insurance and financial services industry. - May 18, 2017 - CJ Campbell and Associates
Montecito Capital Management Group & Founder, Kipley Lytel, Recognized as Top 20 Financial Advisors in Los Angeles, California
Expertise recently completed a comprehensive rating evaluation of 898 advisors in Los Angeles, California and selected Montecito Capital Management Group & its Founder, Kipley J. Lytel, CFA as the Top 20 Financial Advisors in LA. - May 17, 2017 - Montecito Capital Management Group
Friealtor Agents Win "Race to Zero" – Closing the DC Metro Area’s First Commission-Free Real Estate Sale
Friealtor is a DC Area-Based Online Service That Connects Property Buyers and Sellers with Real Estate Agents Willing to Work for Zero Commission. - May 16, 2017 - Friealtor
Dan Overbey, Director of IFP Institutional Services Receives 2017 BISA Circle of Excellence Award
Dan Overbey, the director of IFP Institutional Services, has been awarded the 2017 BISA Circle of Excellence as recognition of his leadership role in the insurance and securities industries. According to the Bank Insurance & Securities Association, this award is intended to highlight senior... - May 08, 2017 - Independent Financial Partners
Canada’s Top Mortgage Brokers Revealed in Annual Report
75 professionals have been included in a definitive ranking of Canada’s best mortgage brokers. - May 06, 2017 - Key Media
America’s Top Producers Revealed in Annual Report
100 individuals named among the country’s Top Producers. - May 05, 2017 - Key Media
Two ARGI Employees Honored as WKU Alumni
Western Kentucky University recognizes two ARGI employees as notable Alumini. Western Kentucky University (WKU) recognized two current ARGI employees at the annual Gordon Ford College of Business Alumni Awards dinner on Friday April 28. Joe Reeves, CFP®, and Jeanne J. Fisher, CFP®, CFPA,... - May 05, 2017 - ARGI Financial Group
My LifeSite Launches CCRC Financial Data Sorting Capabilities
MyLifeSite.net has launched a new feature that helps senior adults and their families learn more about a high-end retirement community's financial viability before they decide to make a large financial commitment, which often includes a sizable entry fee. It is the only online resource like this that is available to consumers and it helps answer one of the most popular questions: Will my money be safe? The best news is that for now this feature is offered for free. - May 03, 2017 - My LifeSite
Top Young Financial Advisors Revealed
25 individuals have just been recognized in a list naming the country’s up and coming financial advisors. - April 28, 2017 - Key Media
Canada’s Top 200 Real Estate Agents Revealed
200 realtors have just been recognized in a list of the top-performing agents in the country. - April 27, 2017 - Key Media
Retirement Expert, Rick Maraj, to Release His 1st Book Titled "Building a Better Retirement"
Rick Maraj, Retirement expert and President of The Retire Advisory Group, can now add author to his growing list of accomplishments. His book, "Building A Better Retirement" will be the go to resource for those looking to retire successfully. - April 26, 2017 - The Retire Advisory Group
Jenny Hammond Joins Asset TV
Asset TV, the worldwide leader in financial and investment video, has further extended its editorial and content resources with the arrival of Jenny Hammond as its latest presenter and producer. Jenny joins Mark Colegate to become one of the faces of Asset TV in the UK. Jenny who has worked as a... - April 24, 2017 - Asset TV UK
Canadian Insurance Industry’s Most Promising Young Professionals Revealed
50 young professionals have just been recognized in a list of the insurance industry’s rising young stars. - April 23, 2017 - Key Media
Retirement Expert, Rick Maraj, to Host "Building a Better Retirement" Radio Show
Rick Maraj, founder and owner of The Retire Advisory Group, an independent financial advisory firm, is now hosting his new radio show on Sarasota News Radio 1320 and 1450 AM. The show "Building A Better Retirement" airs Sundays from 2pm-3pm. - April 19, 2017 - The Retire Advisory Group
ARGI Recognizes Another Employee for Earning the Certified Financial Planner™ Credential
ARGI congratulates Jason Simpson in becoming the third CFP© in their Bowling Green office, joining Jeanne J. Fisher, CFP©, CPFA, MBA and CFP© Board Ambassador, and Dena R. Nelsen, CFP©. ARGI currently employs 24 Certified Financial Planner™ professionals in six regional locations. - April 15, 2017 - ARGI Financial Group
Edward Jones Earns New Honor: Best Workplace in Financial Services and Insurance
Edward Jones is proud to be named one of the country’s Best Workplaces in Financial Services and Insurance by Fortune magazine and consulting firm Great Place to Work®. - April 13, 2017 - Jacob Miller: Financial Advisor, Edward Jones
Australia’s Top Insurance Brokers Revealed
28 individuals have just been recognized in a list of the best-performing insurance brokers in the country. - April 12, 2017 - Key Media
Canada’s Top Independent Mortgage Brokerages Revealed
A new released report showcases the leading independent mortgage brokerages in the country. - April 11, 2017 - Key Media
America’s Leading Risk Managers Revealed in New Report
70 individuals named among the country’s leading risk professionals. - April 09, 2017 - Key Media
David Borden of CCR Wealth Management Named to 2017 Financial Times 400 Top Financial Advisers
David Borden has been named to the 2017 edition of the Financial Times 400 Top Financial Advisers. The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S. - April 06, 2017 - CCR Wealth Management
OpenLedger Supports Apptrade Crowdsale with $100,000 USD Boost
OpenLedger’s Apptrade (www.apptrade.io), the platform creating "Kickstarter for Apps on the Blockchain," has received a $100,000 USD boost from OpenLedger ApS, the world's first blockchain powered conglomerate. Powered by the digital token APPX, Apptrade creates portfolios, or... - April 02, 2017 - OpenLedger
Australia’s Most Innovative HR Teams Revealed
30 HR teams named in a list of the industry’s most innovative - March 31, 2017 - Key Media
Digital Legacy Becomes More Important and There is a Smart Way to Protect It with Vivala.me
As people increasingly shift their lives online, they create digital assets and memories that need protection after death. Making a will to dispose of tangible assets is no longer enough. In addition, it's now important to secure the digital assets and to make sure person’s loved ones have access to the treasured memories stored online. - March 30, 2017 - Vivala.me
The Best of Asia’s HR Revealed in Annual Report
33 HR professionals have been recognized as the best of the best in the industry. - March 29, 2017 - Key Media
Vivala.me - a Unique Service That Helps to Protect Your Digital Legacy
Vivala.me is a new service that allows internet users and their loved ones enjoy the peace of mind that comes when they make arrangements for digital legacy to pass to others smoothly. With Vivala.me, people can simplify and control how their online profiles and accounts are managed, and they can be sure their loved ones have access to the memories and documents they know they will treasure. - March 28, 2017 - Vivala.me
Insurance Brokers Reveal Top Managing General Agents (MGAs)
15 Managing General Agents received top marks in the latest report by Insurance Business UK. - March 24, 2017 - Key Media
Canadian HR’s High Achievers Revealed in Annual Report
30 HR professionals have been recognized as the best of the best in the industry. - March 23, 2017 - Key Media
NPPG Fiduciary Services, LLC Offers Independent ERISA 3(16) Administrative Services to Plan Sponsors
Northeast Professional Planning Group, Inc. (NPPG) a leading national employee benefits, retirement planning and actuarial consulting firm, with regional focus in NY, NJ, CT and PA has continued its expansion and growth. This growth comes in the form of increasing services offered via NPPG... - March 23, 2017 - NPPG, Inc.
Capital Services Achieves Substantial Growth in 2016, Meeting New Market Challenges
Capital Services accounts were up 17 percent over 2015, ending 2016 on a strong note. - March 23, 2017 - Capital Services