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Edward Jones Study: Most Americans Worried About Market Volatility Following 2016 Presidential Election

Your mix of investments has more impact than election outcomes on your long-term investment results. - November 23, 2016 - Jacob Miller: Financial Advisor, Edward Jones

JKS Financial to Host History Lessons Speaker Series Event in Pittsburgh

JKS Financial will lead an educational speaker series on November 29th. - November 22, 2016 - JKS Financial

Zarvic Brothers Facilitates the Sale of a $6.2 Million Apartment Complex

Zarvic Brothers has successfully facilitated the sale of a 111 unit suburban apartment complex in western New York State. The complex features spacious garden style apartments, located in a park like setting. The luxury units are larger than your average apartment size. The acquisition closed in... - November 18, 2016 - ZarVic Brothers LLC

Malfitano Partners Starts Off the Holiday Giving Season

Malfitano Partners, a unique legal and advisory group based in New York City, partners with the UJA-Federation of NY to provide a holiday meal for NY seniors. - November 13, 2016 - Malfitano Partners

Raleigh-Based VisionQuest Acquires Charleston Advisory Firm

Just after a year of buying advisory firms totaling $150M in assets under management, VisionQuest Wealth Management announced its most recent acquisition of Alcus Financial Group in Charleston, South Carolina. Alcus, which will undergo a name change to VisionQuest Wealth Management, was founded by... - November 12, 2016 - VisionQuest Wealth Management

Chicago-Based PlanPILOT Adopts Chicago-Based Startup’s eRFP Technology

The web-based Request for Proposal solution will allow PlanPILOT to digitize firm-wide RFPs, from a once cumbersome process. - November 09, 2016 - InHub

Cedar Brook Group's Azim Nakhooda Explains Why Wealth Redistribution is a Bad Idea

Azim Nakhooda, Cleveland financial advisor, explains wealth redistribution and its impact. - November 05, 2016 - Cedar Brook Financial Partners LLC

Super Lawyers Honors Christopher Gaughan, Casey Connealy and Christina Knopke from Overland Park Law Firm, Gaughan & Connealy

Casey Connealy and Christina Knopke have been selected to the 2016 Kansas Rising Stars list. Each year, no more than 2.5 percent of the lawyers in the state are selected by the research team at Super Lawyers to receive this honor. Christopher M. Gaughan has been selected to the 2016 Kansas Super... - November 05, 2016 - Gaughan & Connealy

Water Security Fund Launches December 2016

“Water is currently a $500 billion global industry that could grow to as much as $1 trillion by 2020,” states Schumann. It goes without saying, then, that this is one industry that investors should keep their eyes on. Investment is needed along the entire water value chain, explains Schumann. And global water projects alone are expected to see annual growth of 5 to 8 percent. - November 04, 2016 - Thomas Schumann Capital LLC

November is Long-Term Care Awareness Month

Nearly 70 percent of those over age 65 will require some form of long-term care during their lives.* Long-term care includes assistance with daily living tasks if a chronic illness or disability leaves an individual unable to care for themselves for an extended period of time, either in their home... - November 04, 2016 - Henderson Wealth Partners

Retirement Plan Advisors’ Zach Karas Joins 2017 NAGDCA Planning Committee

Retirement Plan Advisors (RPA) Principal Zach Karas has been invited to join the Planning Committee for the National Association of Government Defined Contribution Administration (NAGDCA) 2017 Annual Conference. Each year NAGDCA hosts this event to engage and support its members with educational... - November 02, 2016 - Retirement Plan Advisors

Millennials & Risk Management, a Timely Analysis by Azim Nakhooda, Principal and Partner at Cedar Brook Group

Azim Nakhooda, Cleveland financial advisor and student of the millennial generation, identifies the generation’s take on risk management. - October 27, 2016 - Cedar Brook Financial Partners LLC

Delaware-Based Insurance You Keep, LLC Launches New Website - Offers Information on Medicare Open Enrollment

Insurance brokers Joe and Mercedes Ritter are excited about their new website and look forward to answering questions about Medicare open enrollment. - October 17, 2016 - Insurance You Keep LLC

James Lamont and Lamont Financial Services Offer Cost Segregation Services

Tax savings available for commercial building owners. - October 15, 2016 - Lamont Financial Services

Momentum Launches Investing Platform for Women

The first stock and bond picking website created for women. - October 08, 2016 - Momentum

"European Telecoms Market is Stable and Beating Expectations," Says Wismuller Gunter Analyst

Vodafone, the British telecommunication giant, has completed its two-year spending plan that has amounted to more than tens of billions of dollars. It has been upgrading operations around the world, mainly Europe, where it generates over two-thirds of its overall sales. This gargantuan spending... - September 26, 2016 - Wismuller Gunter

Joseph A. Weber, CFS AAMS CPFA Named to 2016 Financial Times 401 Top Retirement Plan Advisers

Joseph A. Weber, an investment advisor representative of Voya Financial Advisors, is pleased to announce that he has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution... - September 24, 2016 - IFS

Wismuller Gunter is Looking for the Potential Benefits in Europe

Wismuller Gunter is looking for the potential benefits. - September 23, 2016 - Wismuller Gunter

Jacob Miller Installed as Vice President of the Battle Creek Optimist Club

Jacob Miller of Edward Jones was installed as Vice President of the Battle Creek Optimist Club at Clara's on the River in downtown Battle Creek. - September 21, 2016 - Jacob Miller: Financial Advisor, Edward Jones

Analysts at Wismuller Gunter Focused on Green Energy and Renewables

The renewables sector has been a favorite for investors for many years now and the analysts at Wismuller Gunter are raising their forecasts for the sector. Following the release of the Wismuller Gunter’s energy investment report, we can see a significant re-orientation of global energy... - September 19, 2016 - Wismuller Gunter

Matt Kavanagh - Notre Dame All American - Joins Greywolf Execution Partners

Matt Kavanagh was one of the captains of the team that anchored the Notre Dame offense to the National Championship game in 2014 and the Final Four in 2015. In his new capacity, Kavanagh will focus on business development and sales working with endowment officers, hedge fund and institutional asset managers throughout North America. - September 15, 2016 - Greywolf Execution Partners

Alfred Lettner – U.S. Stocks Still Attractive Despite Talks of Interest Rate Hike

Stock market could test new highs as rate hike jitters fade. - August 31, 2016 - Alfred Lettner

Brexit and the Global Economy, a Perspective by Azim Nakhooda, Principal and Partner at Cedar Brook Group

Azim Nakhooda, Cleveland financial advisor, provides commentary on the global markets. - August 28, 2016 - Cedar Brook Financial Partners LLC

Robert P. Finley of Virtue Asset Management Accepted for Membership in the National Association of Personal Financial Advisors (NAPFA)

Robert P. Finley of Virtue Asset Management in Barrington, IL as been accepted for membership in the National Association of Personal Financial Advisors (NAPFA). Robert Finley is a CFA® charterholder and a Certified Financial Planner™ certificant with 14 years of experience. Robert most... - August 28, 2016 - Virtue Asset Management

For the 7th Time, ARGI Financial Group Appears on the Inc. 5000 list, Ranking No. 2362 with Three-Year Sales Growth of 134%

ARGI is ranked #1 in the Financial Services industry in the state of Kentucky. - August 19, 2016 - ARGI Financial Group

Annual List Names Australia’s Insurance Industry Rising Stars

Fifty young insurance professionals have been recognized in a list of the industry’s most promising. - August 19, 2016 - Key Media

Kingdom Trust Expands Business Development Team with Hire of Reggie Karas and Brian Snyder

Firm’s dynamic growth in the institutional custody space enhanced by pair of key strategic hires. - August 18, 2016 - Kingdom Trust

Zarvic Brothers Announces Formation of Shareholder Committee to Review Strategic Alternatives for GEI Global

Zarvic Brothers (“Zarvic”) today announced the formation of a committee of independent shareholders of GEI Global (“GEIG”). (the "Committee”) to consider various strategic alternatives potentially available to the company. The formation of the committee is not in response to any proposal received by the company or an approach by a third party. - August 17, 2016 - ZarVic Brothers LLC

Mortgage Industry Young Guns Revealed

42 individuals have just been recognized in a list of the most promising young stars in the mortgage industry - August 12, 2016 - Key Media

Get Annuity Quote Announces Its Release of the New e-Book 5 Steps to Planning Your Own Retirement

This new E-book, 5 Steps to Plan your Retirement, has been a 2 month process on simplifying the retirement process for baby boomers and retirees. Allowing anyone in their life stage the opportunity to start planning their retirement without the pressure of going to see a financial advisor or inviting one into their home. - August 12, 2016 - Get Annuity Quote

Producers Reveal Top Insurance Carriers

Insurance producers reveal their top carrier choices and 18 companies received five-star marks in the latest issue of Insurance Business America. - August 11, 2016 - Key Media

Annual List Recognizes Canada’s Most Promising Mortgage Professionals

50 individuals have just been recognized in a list of the most promising young stars in the mortgage industry. - August 11, 2016 - Key Media

Bill Rispoli, Registered Investment Advisor Joins Salem Advisory Group, LLC

Salem Advisory Group would like to welcome Bill Rispoli as one of our valued Investment Advisor Representatives. Not a stranger to hard work or crunching numbers, Bill learned the electrical trade from his father at an early age. However, the world of finance became his focal point as a student at... - August 10, 2016 - Salem Advisory Group, LLC

International Recognition for Insurance Business

Insurance Business with three wins in the 2016 Tabbies Awards. - August 04, 2016 - Key Media

Simon Conway Discusses the 2016 IPO Market and M&A Activity - Alfred Lettner

Simon Conway, the Investment Director at Alfred Lettner, explains the reasons why the IPO market which is at its worse since the financial crisis. - August 04, 2016 - Alfred Lettner

Startup Investments Announces Free of Charge Services for Qualified Businesses, Low Income Individuals, Churches and Non-Profit Organisations

Startup Investments to now offer Gratis Services to qualified businesses, low-income individuals, Churches and non-profit organizations. “We are staying true to our mission statement and we are holding out our claim of never to put monetary gains ahead of our services and values,” said... - August 03, 2016 - Startup Investments

Markets React Very Well to UK Referendum - Alfred Lettner

Senior Investment Managers, David Perry and Edward Smith discuss the impact of Brexit. - August 02, 2016 - Alfred Lettner

Mercury Financial Group Announces a New Design Focused on Enhancing Client Experience

Mercury Financial Group, a national advisory firm that works exclusively with financial advisors and their high net worth clients, announced plans to redesign its back office operations to allow it to be more impactful to its customers. The changes will enable the company to better align business... - July 31, 2016 - Mercury Financial Group

Launching of Virtue Asset Management

Robert Finley CFA, CFP®, former Senior Portfolio Manager of $375 million in assets for high net worth individuals, has launched Virtue Asset Management. An independent asset management company. - July 28, 2016 - Virtue Asset Management

Malfitano Partners Adds Board & Fiduciary Services Platform

Malfitano Partners, a unique legal and advisory group based in New York City, announced today that it has established a Board & Fiduciary Services platform under one of its operating units, Malfitano Advisors, LLC. - July 28, 2016 - Malfitano Partners

Startup Investments Announces a New Branch Opening in Las Vegas, Nevada in the Fourth Quarter of 2016

Startup Investments to open a branch in the last quarter of 2016 on Warm Springs Road in Las Vegas Nevada to better serve their clientele in Nevada and surrounding states. This is first of the 10 branches that Startup Investments to open and the management of Startup Investments couldn’t be more excited. They plan to have bilingual colleagues who will offer services in Spanish and English. - July 26, 2016 - Startup Investments

Grant Becker Associates, the Brussels-Based Brokerage Firm, to Sponsor an Empirical Study on the Use of Financial Information by Professional Investors

In July 2016, Grant Becker Associates commissioned a review on the use of information by capital providers. - July 25, 2016 - Grant Becker Associates

Van/Ecker Couder and Associates Announces Business and Sales Expansion

Van/Ecker Couder and Associates Announces Recruitment of Trading Advisors and Creation of More Trading Desk Offices. - July 22, 2016 - Van Ecker Couder Associates

AMDG Financial Joins Aspire Financial Services’ 403(b) Advisor Network

AMDG Financial, a fee-only fiduciary Registered Investment Advisory firm, recently joined Aspire’s 403(b) Advisor Network, enabling it to use the Aspire 403(b) platform to work with faculty and staff in five districts/colleges in suburban Detroit. - July 21, 2016 - AMDG Financial

Recent Headlines Within Asset Management

Recent Headlines
Within Asset Management