Recent Headlines
Within Asset Management
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
Canadian Mortgage Industry’s Biggest Movers Revealed
45 mortgage professionals have been recognized as the movers and shakers of the mortgage world. - February 16, 2017 - Key Media
Local Financial Professionals Don Bergis and Jared Elson Receive Prestigious Sales Award
Area licensed investment advisors and insurance professionals Don Bergis and Jared Elson received a rare honor in January when they were inducted into Advisors Excel’s Hall of Fame. The ceremony took place during Advisors Excel’s 2017 World Series of Sales Awards Night in San Diego,... - February 09, 2017 - Regent Wealth Management
Northeast Professional Planning Group Acquires Tell Retirement Services, Inc.
As part of Northeast Professional Planning Group, Inc.’s (NPPG) continuing expansion, we are pleased to announce the recent acquisition of all assets of Tell Retirement Services, Inc. This acquisition will allow for Tell Retirement Services Plan Sponsors to gain greater access to employee... - February 09, 2017 - NPPG, Inc.
Toni DasGupta, CEO Veda Financial, Joins Advisory Board of Kiwanis La Canada AM Charitable Endowment
Toni DasGupta, CEO of Veda Financial joined the Advisory board of the Kiwanis La Canada AM Endowment Fund. Kiwanis International is a global charitable organization with branches in 80 different countries that work in their local communities. - February 03, 2017 - Veda Financial
Jacob Miller of Edward Jones Receives CFP® Certification
Jacob Miller of Edward Jones recently received designation as a Certified Financial Planner, which is awarded to financial professionals who have met the education and testing requirements of the CFP Board. - January 28, 2017 - Jacob Miller: Financial Advisor, Edward Jones
ARGI Financial Group Named One of Kentucky's Best Places to Work
ARGI Financial Group, a Louisville based personal and business financial services firm, was recently named one of the 2017 Best Places to Work in Kentucky (BPTWKY) in the small-sized employer category*. This will be the sixth consecutive time ARGI has been recognized for this award. - January 27, 2017 - ARGI Financial Group
Christopher Weil & Company, Inc. Adds Two Colleagues to Their Team
Investor- Manager-Advisor firm committed to strategic corporate growth has hired a Financial Advisor and a Portfolio Manager. - January 25, 2017 - Christopher Weil & Company
CWC Asset Advisors, Inc. The Managing Member of CWC Income Properties 3, LLC, Announces the Completion of Renovation of Their Building in San Diego
Two tenants signed for the 14,000 square foot, two-story office building located in Carmel Valley. - January 06, 2017 - Christopher Weil & Company
Gary Williams Attends National Educational Conference for Financial Advisors
Local Financial Advisor Gary Williams Attends Commonwealth Financial Network’s Annual Conference - December 18, 2016 - Williams Asset Management
Combined Benefits United Partners with National Speaker and Trainer Van Mueller
National Speaker and Trainer Van Mueller will be the Keynote Speaker at Several CBU Events in 2017 - December 17, 2016 - Combined Benefits United
Williams Asset Management Wins 2016 “Best of Howard” Award
Williams Asset Management was awarded first place in the financial advisor category in The Baltimore Sun’s “Best of Howard” contest. This is the second year in a row Williams Asset Management has won this award. The "Best of Howard" readers' poll has been a popular... - December 14, 2016 - Williams Asset Management
Retailer Asos Boosts U.K. Sourcing After Pound's Brexit Fall - Wismuller Gunter
Asos Plc, Britain's largest online-only fashion retailer, plans to double its U.K. manufacturing as the pound's post-Brexit plunge makes domestic production more affordable. - December 14, 2016 - Wismuller Gunter
Wismuller Gunter: Philips to Sell Lumileds to Apollo at Discounted $2 Billion
Royal Philips NV agreed to sell a majority stake in its lighting components unit to Apollo Global Management LLC in a cut-price deal valued at $2 billion after a U.S. national security panel blocked a more lucrative transaction with a Chinese buyer almost a year ago. - December 14, 2016 - Wismuller Gunter
Cedar Brook Group’s Azim Nakhooda Celebrates 20th Anniversary
Azim Nakhooda, Cleveland Financial Advisor and a Partner and Principal of Cedar Brook Group celebrates 20 years of service. - December 10, 2016 - Cedar Brook Financial Partners LLC
Edward Jones Earns Top Marks in 2017 Corporate Equality Index
Proud to earn 100% on Human Rights Campaign Foundation's Corporate Equality Index for LGBT-inclusive workplace policies and practices! - December 08, 2016 - Jacob Miller: Financial Advisor, Edward Jones
Wismuller Gunter: Here's One Sign That Markets Believe in Trump's "America First" Policy
Wismuller Gunter: Here's One Sign That Markets Believe in Trump's 'America First' Policy. Emerging markets, thumped by Trump? - November 27, 2016 - Wismuller Gunter
Wismuller Gunter Foresees Emerging Asia's $11 Billion Outflow on Dollar's Rally
Wismuller Gunter reports that global funds sold about $11 billion of equities and bonds in Asia's emerging markets after Donald Trump's victory in the U.S. presidential election as expectations for his economic policies sent Treasury yields higher and sparked the dollar's strongest rally in eight years. - November 27, 2016 - Wismuller Gunter
Zarvic Brothers Offers Diversified Exposure to Private Equity with Innovative Vero Fund
Zarvic Brothers LLC announces the launch of Zarvic's Vero Fund. Building off Zarvic's annualized 36% return from the past few years, Zarvic has launched the new Vero Fund fund based on the same strategy. - November 23, 2016 - ZarVic Brothers LLC