Recent Headlines
Within Asset Management
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
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
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
Michael W. Landsberg Among Barron’s Top State by State Financial Advisors in America for 2017; His 6th Time
Michael Landsberg, Partner at Landsberg Bennett Private Wealth Management , associated with Wells Fargo Advisors Financial Network, LLC, in Punta Gorda, Florida was ranked among Barron’s Top 1200 Financial Advisors for 2017, as announced in the weekly magazine’s March 4Th... - March 22, 2017 - Landsberg Bennett
Edward Jones Ranks No. 5 on FORTUNE Magazine's "100 Best Companies to Work For 2017"
This is Edward Jones 18th appearance on the prestigious list. - March 17, 2017 - Jacob Miller: Financial Advisor, Edward Jones
Veteran Director of Operations Joins VisionQuest Wealth
VisionQuest Wealth Management (“VisionQuest”) has hired financial services veteran Tony Van Ore as Director of Operations to oversee the operations of Advice, Client Experience, Solution Life Cycle Management, Vendor Management and all of VisionQuest’s client service and relationship management processes. - March 16, 2017 - VisionQuest Wealth Management
Stock Market Analysis Website Launched - DiversifyPortfolio.com
DiversifyPortfolio launches website focused on stock portfolio diversification and correlation analysis. - March 16, 2017 - DiversifyPortfolio
Groundbreaking Crypto Start-Up, Internet of Coins, Launch Fundraiser on OpenLedger DC
Internet of Coins (www.coinstorm.net) will launch their fundraiser on the OpenLedger Decentralized Conglomerate (DC) on March 21st 2017, in celebration of the first day of spring. Essentially a wallet, Internet of Coins is a secure way to store cryptocurrencies and smart contracts, and trade them... - March 13, 2017 - OpenLedger
OBITS Now Listed on Livecoin Exchange
OBITS, the official digital token of the OpenLedger Decentralized Conglomerate (DC), began its entry into the major exchanges with its debut on Livecoin, one of the best-known altcoin exchanges. - March 13, 2017 - OpenLedger
Apptrade Token Crowdsale Successfully Launched
OpenLedger’s Apptrade (www.apptrade.io), the platform creating "Kickstarter for Apps on the Blockchain," launched its Initial Token Offering (ITO) attracting interest from all over the world. Powered by the digital token APPX, Apptrade creates portfolios, or groups, of apps, where... - March 13, 2017 - OpenLedger
Top Niche Insurance Businesses Revealed in New Report
Insurance Business America reveals 60 of the leading specialist insurance businesses in the country. - March 09, 2017 - Key Media
US Mortgage Industry’s Power Players Revealed
100 mortgage professionals recognized as the movers and shakers of the mortgage world. - March 08, 2017 - Key Media
New Report Recognizes Canada’s Premiere Insurance Brokerages
Top insurance brokerages in Canada named in national report. - March 08, 2017 - Key Media
Gary Williams Recognized as a Leading Financial Advisor by Commonwealth Financial Network®
Gary Williams, CFP®, CRPC®, AIF®, an independent financial advisor affiliated with Commonwealth Financial Network® and Founder and CEO of Williams Asset Management in Columbia, Maryland has been invited to Commonwealth’s 2017 Chairman’s Retreat. This distinction... - March 04, 2017 - Williams Asset Management
European Investment Bank Selects ClearViewIP to Lead Support Programme on Intangible Assets and IP in the Western Balkans
UK IP strategy consultancy, ClearViewIP has been selected by the European Investment Bank to help lead support programme on intangible assets and Intellectual property in the western Balkans region. - March 01, 2017 - ClearViewIP Ltd.
Edward Jones Named to Training Magazine’s 2017 Training Top 125
Edward Jones was the top-ranked financial services firm and moved up three places from last year's ranking on the prestigious list. - March 01, 2017 - Jacob Miller: Financial Advisor, Edward Jones
Northeast Professional Planning Group Acquires Riker Associates, LLC.
Northeast Professional Planning Group, Inc (NPPG) continues its growth with the announcement of the recent acquisition of all assets of Riker Associates, LLC. This acquisition will provide Riker Associates Plan Sponsors’ greater access to employee benefit resources, pension fiduciary... - February 25, 2017 - NPPG, Inc.
HUB International Millennial Compensation and Performance Survey Reveals Traditional Practices Not Working
The objective for this study was the identification of compensation and performance practices that are important to millennials. By sharing key takeaways, HUB International hopes you gain insight into what reward practices work best for this growing employee population. - February 21, 2017 - HUB International - West Region