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Within Asset Management
2020 Begins with a Bang for Clear Capital Partners as Two Additional Childcare Centers Are Added to Its Ever-Growing Portfolio
Clear Capital Partners, a merger and acquisition firm, is pleased to announce its acquisition of its two child care centers: “Creative Learning Center” in Destin, Florida and “Midlothian Children’s Academy” in Midlothian, Virginia. Creative Learning Center has been... - January 25, 2020 - Clear Capital, LLC
Two Advance Capital Management Advisors Named “Best-in-State” for Michigan
Michael Hohf and Jeffrey Lido earn spots on Forbes magazine’s coveted Best-in-State Wealth Advisors list. - January 25, 2020 - Advance Capital Management
BEQUANT CEO George Zarya and Team at Davos 2020 for Prime Brokerage Launch
BEQUANT CEO and Team in Davos launching the company's Prime Brokerage product with major industry. - January 24, 2020 - BEQUANT
Equity Consortium Agrees to Acquire Stakes in New York's Astoria Energy Facilities
A consortium of equity investors including APG, MEAG (Munich Re’s asset manager acting for investors from within Munich Re Group), and Clal Insurance Company, alongside other US institutional investors have agreed to acquire 100% of Astoria Energy I and a 55% interest in Astoria Energy II. - January 18, 2020 - APG Asset Management US Inc.
Digital Asset Firm BEQUANT at Davos 2020 to Further Engage Major Industry
BEQUANT Engaging DAVOS 2020 on digital assets for major industry. - January 18, 2020 - BEQUANT
Copper Canyon LLC Investment Advisory Celebrates the Launch of Two New Portfolio Models
Copper Canyon LLC Investment Advisory celebrates the creation and launch of the Dynamic Active Equity and Dynamic Income Portfolio Models. - January 17, 2020 - Copper Canyon LLC
Howard Ginsberg Welcomed Into Cetera Financial Specialists Group of Top Advisors for 2019
Howard L. Ginsberg, CPA of Ginsberg Wealth Management in Roslyn, Long Island NY, was recently announced as a member of the Leaders Council for the 15th consecutive year. - January 10, 2020 - Ginsberg Wealth Management
BitRoyal Starts New Year 2020 with More Exciting User Experience
Continuing its commitment to improve customer experience, BitRoyal is focusing on making changes to their platform and went live with its first set of changes. BitRoyal is perhaps the only platform still allowing buy/sell crypto with zero commission. - January 09, 2020 - BitRoyal Ltd.
Ahorros Latinos, a División of California Pacific Bank, is Launching New Interest Rates Under the Federal Economic Recovery Program
The special interest rates are for savings accounts, certificates of deposits and money market accounts. - January 05, 2020 - Ahorros Latinos
The Palm Beach Hedge Fund Association Announces a Partnership with the Palm Beach Symphony
The Palm Beach Hedge Fund Association (PBHFA.org) and the Palm Beach Symphony have announced a partnership, creating opportunities for members to experience one of South Florida’s major cultural institutions during this landmark season that has seen record-breaking ticket sales and unprecedented donor enthusiasm and support. - December 29, 2019 - Palm Beach Hedge Fund Association
Ahorros Latinos and the Unión Nacional de Trabajadores of Mexico Have Just Signed an Agreement
Ahorros Latinos will be managing a retirement fund for each Mexican worker belonging to the union. In which, Ahorros Latinos (www.ahorroslatinos.com, subsidiary of California Pacific Bank) will be managing a retirement fund for each Mexican worker belonging to the union. Founded in 1997, it is... - December 23, 2019 - Ahorros Latinos
iPlanRx Announces CESA 7 from Green Bay, WI as the 2019 H.E.R.O. Award Recipient; the H.E.R.O. Award Recognizes Outstanding Achievement in Reducing Health Insurance Costs
iPlanRx, a company located in Green Bay WI, today announced the 2019 H.E.R.O. award recipient as CESA 7. The H.E.R.O. award stands for Health Expenses Returned to Operations and recognizes organizations that have proactively addressed the rising costs of healthcare with innovation to not only... - December 14, 2019 - iPlanRx
Miami/Memphis Advisory Groups Announce Merger
MAS Advisors, LLC, a Miami investment advisory firm, has announced the completion of the merger of the business and operations of Memphis-based Wealth Strategies Group, Inc. (WSG), which will operate as a Division of MAS Advisors. WSG will be led by Charles Auerbach, who has deep experience in the... - December 13, 2019 - MAS Advisors, LLC
Domani Wealth Acquires Local Advisory Firm
As of Friday, Dec. 6, Domani Wealth has completed the acquisition of EHD Advisory Services. EHD Advisory Services was founded in 2003 and was previously affiliated with EHD Insurance, a Lancaster-based company. A Registered Investment Advisor, the firm provided wealth management and financial... - December 13, 2019 - Domani Wealth
Cinderella Target Value Zones Inc.: Shareholder Update
Cinderella Target Value Zones Inc. (OTC Pink: CTVZ) (“The Company”) is pleased to announce the following shareholder update regarding recent material events and corporate actions. - December 11, 2019 - Cinderella Target Value Zones Inc.
Ahorros Latinos Expands Palm Beach Team
Ahorros Latinos, www.ahorroslatinos.com, the Latin America Financial Division of California Pacific Bank, today announced that Karen Chamorro has joined the firm's Palm Beach office as a senior vice president and relationship manager. - December 11, 2019 - Ahorros Latinos
MarketCurrents Publishes Its Fall Real Estate Edition 2019
MarketCurrents Wealth Management, the leading b2b information and events business, published its Fall Edition focused on real estate trends for family offices. The publication was based on its Fall Dinner held at the Penn Club on November 5th in New York City. Over 25 family offices convened at... - December 10, 2019 - MarketCurrents
Berkshire Hills Capital is Opening Latin American Office in Bogota, Colombia
The new office aims to boost Berkshire Hills Capital Group’s operations as it expands its services in the region. Berkshire Hills Capital (BHC) has a new office in Bogota. The Managing Director Simon Sandoval and his partner and CEO of Berkshire Finance, Jose Luis Huayhua launched the office... - November 28, 2019 - Berkshire Hills Capital Group
BitRoyal Announces Massive Offers to Make Crypto Trading Attractive for All
Ahead of Thanksgiving, BitRoyal is all geared up to ensure its users make full use of its trading platform. Besides providing globally accessible crypto-currency exchange, a best-in-class platform for its growing community of partners and budding traders to enable the trading of digital assets, the exchange is now focusing to improve operational efficiency. - November 21, 2019 - BitRoyal Ltd.
Appointment of Board Director, Quantgate Systems Inc.
Quantgate Systems Inc., (“Quantgate” or the “Company”) a technology company that develops retail and institutional fintech products and services, announces today that it has appointed Michel Lebeuf as a member of the board. Serving as corporate secretary and Chief Legal Officer. - November 16, 2019 - QuantGate Systems Inc.
Epcylon Technologies Inc. Changes Its Name to QuantGate Systems Inc.
Epcylon Technologies Inc, (OTC PINK: PRFC) (“Epcylon” or the “Company”) a technology company that develops retail and institutional fintech products and services, announces today that it has registered for a name change to QuantGate Systems Inc. The name change for trading purposes will take effect after approval by the Financial Industry Regulatory Authority (FINRA). The Company will file shortly with FINRA for such approval. - November 09, 2019 - QuantGate Systems Inc.
Hedge Fund Lab Launches Its Startup Fund Accelerator
A dedicated accelerator program to support early-stage portfolio managers. - October 23, 2019 - Hedge Fund Lab
The Society for Financial Awareness (SOFA) is Proud to Announce Their Newest Chapter Member – Gary S. Williams, Who Will Represent the Baltimore, Maryland Area
SOFA is a nationwide nonprofit organization with the mission to end financial illiteracy across America, one community at a time. They are comprised of various working financial professionals who volunteer a Pro Bono service to their communities by conducting free financial educational workshops and seminars to companies, churches and other organizations. - October 17, 2019 - Williams Asset Management
MarketCurrents Wealth Management to Host Real Estate Investment Trends Summit for Single Family Offices
MarketCurrents Wealth Management to Host Real Estate Investment Trends Summit for Single Family Offices MarketCurrents will hold a closed-door summit bringing together a select group of single-family office principals on November 5 in Midtown Manhattan. The focus of the summit will be real estate,... - October 10, 2019 - MarketCurrents
Paul Edward Clay Joins Copper Canyon LLC Registered Investment Advisor
Copper Canyon LLC Registered Investment Advisor welcomes Paul Clay as the firm’s newest Investment Advisor. Mr. Clay specializes in alternative investments and has expert level knowledge in negotiations and sales. Mr. Clay will direct Copper Canyon’s client relations to ensure the firms... - October 08, 2019 - Copper Canyon LLC
Secure Investors Group, Inc. to Acquire Murray, Tymkew and Associates and Springport Insurance Agency
Mike Tymkew welcomes the partnership with Secure Investors Group and will be working closely with the Co-Founder, Bryan E. Spencer, to ensure the transition is seamless for clients. It was clear to Mike that Secure Investors Group is a great fit for existing clients, providing more carriers, competitive pricing, and personalized service. - October 07, 2019 - Secure Investors Group
BitRoyal Exchange Ltd. is Globally Launching a New Crypto Trading Platform
BitRoyal today announced the launch of its globally accessible crypto-currency exchange, a best-in-class platform for its growing community of partners and budding traders to enable the trading of digital assets. The exchange will also drive continued momentum for one of the economy’s fastest growing financial product. - October 01, 2019 - BitRoyal Ltd.
ARGI Announces Atlanta Partnership
Financial firms join forces in the Atlanta market. - September 25, 2019 - ARGI Financial Group
Exciting New Plumbing and HVAC Business Comes to North Dallas, TX
1-800-Plumber is focused on providing an exceptional customer experience and looking forward to bringing this experience to the North Dallas areas. - September 21, 2019 - 1-800-Plumber
Copper Canyon LLC Registered Investment Advisor Receives 2019 Best of Orlando Award
Orlando Award Program Honors the Achievement. - September 14, 2019 - Copper Canyon LLC
Advisors Capital Management Welcomes Kevin E. Strauss as Managing Director and Portfolio Manager
Former Abner Herrman & Brock Asset Management Vice Chairman Kevin E. Strauss joins Advisors Capital Management bringing municipal bond expertise. - September 13, 2019 - Advisors Capital Management
Advance Capital Management Earns Three Names on Forbes Best-in-State Next-Gen Advisors List
Advance Capital Management is pleased to announce that three of its financial advisors, Daniel McHugh, Michael Hohf and Terra Hohf, have been named to Forbes magazine’s 2019 Best-in-State Next-Gen Wealth Advisors list. The list recognizes the top young wealth advisors in each state. This... - September 12, 2019 - Advance Capital Management
SaveDay® Wins FiNext 2019 Excellence in Finance Award
Barry Mione, CEO of SaveDay®, awarded FiNext 2019 Excellence in Finance - Leadership Award in Orlando, Florida - September 05, 2019 - SaveDay
Mind Over Matter: Emotions vs. Logic in Finances by Rice Financial Group
With the end of summer, investors are faced with trade wars, inverted yield curves, increased market volatility, and talk of recessions and even depressions. While a clients' first response might be to bury their heads in the sand, it’s actually a good time to reassess how to make financial decisions. - September 04, 2019 - Rice Financial Group
Massimiliano De Santis Launches New Financial Planning Firm with XY Planning Network
DESMO Wealth Advisors, LLC to drive change towards values-based financial planning for individuals and families with a passion for travel, the outdoors, and a focus on traditional values. - September 04, 2019 - DESMO Wealth Advisors, LLC
DataPoints & AFCPE® Form Partnership to Blend Financial Psychology Technology with the Leader in Financial Counseling, Coaching, & Education
The partnership will benefit AFCPE® members and DataPoints clients, with the ultimate goal of helping improve the financial lives of individuals. - August 22, 2019 - DataPoints
Lewis Bentley Group: China Expected to Deliver More Stimulus
Lewis Bentley Group says PBoC may need to resort to more stimulus after China’s Q2 grows at weakest pace since 1992. - August 13, 2019 - Lewis Bentley Group
Rice Financial Group Offers Advice on Managing Debt
How to manage your debt wisely, How do we do this? Or know what debt is good, and what debt is bad? - August 10, 2019 - Rice Financial Group
PBHFA.org Announces a Strategic Partnership with Great Gulf / La Clara
PBHFA.org announces a strategic partnership with Great Gulf / La Clara. Located on the iconic South Flagler drive in West Palm Beach, La Clara is a luxury 25 story, waterfront tower consisting of only 83 residences. - August 08, 2019 - Palm Beach Hedge Fund Association
Advance Capital Management Advisor Named One of America’s Top Next-Gen Wealth Advisors
Daniel McHugh earns a spot on Forbes magazine’s coveted top advisor list for the second year in a row. - July 31, 2019 - Advance Capital Management
The Next Millionaire Next Door, the Follow-Up to Its Best-Selling Predecessor, Now Available in Audio
Four Decades of Research Reveals What It Takes to Become Wealthy Today - July 25, 2019 - DataPoints
Ellis Marshall Global: UK Economy Returns to Growth
Re-opening of UK car manufacturing operations trigger return to growth but Ellis Marshall Global analysts warn of possible contraction in Q2. - July 24, 2019 - Ellis Marshall Global
Findlay Nicolson: Trade War Could Derail Japan’s Economic Recovery
Findlay Nicolson: Weakening exports could affect Japan’s economic recovery as trade tensions remain unresolved. - July 19, 2019 - Findlay Nicolson
Benidict Hoffman: China’s Economy Could Benefit from Rate Cut
Benidict Hoffman analysts say rate cut may prompt Chinese consumers to spend more of their substantial savings. - July 15, 2019 - Benidict Hoffman
Everitt Lawson Group: UK Economy May Have Shrunk in Q2
Everitt Lawson Group says Brexit uncertainty and global economic slowdown have weighed heavily on UK economy. - July 09, 2019 - Everitt Lawson Group
Kipley Lytel’s Advisory Firm Ranked Top 20 Financial Advisors Out of 897 for 2019
Montecito Capital Management Group and its Founder, Kipley J. Lytel, CFA are honored to have again been ranked in the Top 20 Financial Advisors List for the year of 2019 particularly given the depth of 897 candidates considered. - July 03, 2019 - Montecito Capital Management Group
Ellis Marshall Global: German Manufacturing Downturn Continues
Ellis Marshall Global reports trade war and Brexit uncertainty send German manufacturing sector into recession territory for sixth straight month. - July 02, 2019 - Ellis Marshall Global
Advance Capital Management Named to 2019 Financial Times 300 Top Registered Investment Advisers
For the third year in a row, Advance Capital Management, has been named as a Financial Times 300 Top Registered Investment Adviser. The list recognizes top independent RIA firms from across the U.S. “We’re honored to be named a top financial adviser in the U.S. and especially proud to... - June 29, 2019 - Advance Capital Management
Benidict Hoffman Warns Downside Risks Threaten Global Economy
Benidict Hoffman economists warn that ongoing trade war could reduce global GDP in 2020. - June 26, 2019 - Benidict Hoffman
Urban Creek’s Teixeira to Give Keynote Presentation at Markets Group’s Global RE Forum
Mark Teixeira, founder of Urban Creek Partners, an Atlanta-based real estate development company, and former Major League Baseball player, will attend Markets Group’s 7th Annual Global Institutional Real Estate Forum in New York City, December 11-12, 2019 as one of the meeting’s keynote... - June 24, 2019 - Markets Group