Recent Headlines
Within Asset Management
Columbia, Maryland’s Gary Williams of Williams Asset Management Honored for Charitable Work with the Brigance Brigade Foundation
Gary Williams, Board Member for The Brigance Brigade Foundation in Hunt Valley, Maryland received Honorable Mention for philanthropic excellence in the eleventh annual Invest in Others Awards. The Invest in Others Charitable Foundation established its awards program to recognize the charitable... - July 22, 2017 - Williams Asset Management
Launch of "TANGIBLE, How Physical Assets Can Protect You From The Coming Stock Meltdown" Coincides with a Record, & Overvalued, Stock Market" by Cappy Price
In the midst of the current unjustifiably bloated state of asset market valuations, there has never been a more important time for middle-income Americans to be invested in real goods. - July 21, 2017 - Cappy Price Consulting
INTAC Announces Its ASPPA Certification Renewal for Retirement Plan Service Provider Excellence
Intac Actuarial Services, Inc. earns it's CEFEX (Centre for Fiduciary Excellence) certification renewal for the fifth consecutive year. - July 21, 2017 - Intac Actuarial Services, Inc.
John A. DeSalva, President, Georgetown Financial Group, Inc. is Honored with Chairman’s Award at CAN Connect 2017
Georgetown Financial Group, Inc. a full-service financial services firm in Georgetown, CT is pleased to announce that its founder and president, John A. DeSalva, has been honored with the Chairman’s Award from Cetera Advisor Networks (CAN) at its annual Connect conference, held this year in... - July 21, 2017 - Georgetown Financial Group, Inc.
Warrington Asset Management Wins Pinnacle Award’s 5-Year Best Options Strategy
Warrington Asset's Strategic Trading Program won the Pinnacle Award's Best Options Strategy for 5-years, only 18 months after separating from Morgan Stanley to go on its own. - July 14, 2017 - Warrington Asset Management
Safe Money Broadcasting Acquires Independent Consumer Financial Education Website
Introducing the first-ever, completely independent platform to educate consumers about guaranteed retirement and insurance solutions. SafeMoney.com lets advisors promote themselves, enhance credibility with national branding, and enjoy a full-service client education program with no business requirements to any financial company. - July 13, 2017 - Safe Money Broadcasting
Edward Jones Ranks Among Fortune 500 Again
Edward Jones is proud that their firm made this prestigious list for the fifth time. - July 13, 2017 - Jacob Miller: Financial Advisor, Edward Jones
MarketCurrents and PrimeAlpha Launch PAMC Club
MarketCurrents and PrimeAlpha Launch PAMC Club As family offices and other investors are varying their investing attitudes, a new events business offers a novel approach for investors, funds and service providers to engage. PAMC Club launched this summer and is created through the partnership of... - July 12, 2017 - MarketCurrents
Diversify Portfolio Announces Support for Multiple Stock Portfolios
Diversify Portfolio's focus is on providing tools to create more efficient and better performing stock portfolios. They have announced support for multiple portfolios per user which allows for cross portfolio analysis of key metrics. - July 12, 2017 - DiversifyPortfolio
Landmark PLC Japan Set to Open a Regional Office in Hong Kong
James M. Arthur Landmark PLC Japan’s Chief Financial Officer visited Hong Kong’s central business district this week looking for suitable office space. - July 06, 2017 - Landmark PLC Japan
MarketCurrents Releases 2nd Annual Technology Report for Family Offices
MarketCurrents Wealth Management Group releases 2nd annual Technology Trends in Family Offices 2017 - July 06, 2017 - MarketCurrents
Alternative Investment in Independent Film Targets Technology Investors with Eastern European Roots
Numerous Silicon Valley tech CEO's and venture investors are backing independent film projects. Noci Pictures is specifically looking to partner up with an affluent investor with Eastern European roots for a Russian-American themed crime drama. - July 04, 2017 - Noci Pictures Entertainment, LLC
Canada’s Most Influential Women Mortgage Professionals Revealed
50 individuals have just been recognized in a list of the most influential women in the mortgage industry. - July 04, 2017 - Key Media
Leading Women Professionals Revealed in Latest Industry Report
125 women have been recognized as some of the insurance industry’s top professionals. - July 01, 2017 - Key Media
IFP Adds New Arsenal to Insurance Division
Tampa based Independent Financial Partners (IFP) has added support capabilities to its insurance group division in conjunction with one of its newest advisor firms, the Advanced Strategies Group (ASG). ASG, led by Jeff Acheson, specializes in serving high net-worth individuals, retirement plan sponsors, business owners, CPA firms, law firms, and various other financial services and employee benefit firms. - July 01, 2017 - Independent Financial Partners
2nd Edition of Bestselling “What’s the Deal with Retirement Communities?” Released
Newly revised book takes an up-close look at often-asked questions about senior housing options. - June 30, 2017 - My LifeSite
Ben Zuckerman Receives the "TNT" Client Development Award
Edward Jones Financial Advisor Ben Zuckerman Receives Award for Client Development. - June 30, 2017 - Edward Jones Financial Advisor: Ben Zuckerman
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
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
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
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