Finance

Klingenstein Fields Wealth Advisors

Klingenstein Fields Wealth Advisors in NY Ranked in Financial Times 2018 Top 300 Registered Investment Advisers

NEW YORK, N.Y. /New York Netwire/ -- Klingenstein Fields Wealth Advisors (KFWA) is pleased to announce it has been named to the 2018 edition of the FT 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
Wholesale Trading Insurance Services

Ryan Sims and Alex Megenis Join Wholesale Trading Insurance Services in NY

NEW YORK, N.Y. /New York Netwire/ -- Wholesale Trading Insurance Services, LLC (WTIS) announced today that Ryan Sims has joined the firm as Vice President/Casualty Broker in San Francisco, while Alex Megenis has joined as Vice President/Property-Casualty Broker in New York.
insurance veteran Diane Montelione

EPIC Insurance Brokers Adds Diane Montelione to its Financial Risk Practice in New York

NEW YORK, N.Y. /New York Netwire/ -- EPIC Insurance Brokers and Consultants announced today that financial and professional risk management and insurance veteran Diane Montelione has joined the firm's Financial Risk Practice as a senior vice president. She will be based in New York and report to managing principal and Financial Risk Practice Leader, Michael Klaschka.
Travel Insurance Comparison Website

Safe to Solo Travel? Travel Insurance Comparison Website, TravelInsurance.com, Offers Tips for 2018 Solo Travelers

NEW YORK, N.Y. /New York Netwire/ -- Solo travel will always represent one of the largest segments of the travel market. And, as intrepid lone travelers hit the road this year, TravelInsurance.com recommends some special planning tips to help them travel safely. Here are five things solo travelers can do in 2018 to minimize risks and ensure a smooth adventure.
EPIC and Frenkel and Company

Frenkel & Company’s Michael Feinstein Presented on Cyber Liability at American Truck Dealers 20 Group Meeting

NEW YORK, N.Y. /New York Netwire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Michael Feinstein, executive vice president of Frenkel & Company - an EPIC Company, will present at the American Truck Dealers (ATD) 20 Group Meeting on Monday, Feb. 19 at 7 a.m. at the Phoenician in Scottsdale, Ariz.
Wave Season Cruise Travel 2018

Wave Season Cruise Travel 2018: The Importance of Travel Insurance for Those Booking Cruises This Year

NEW YORK, N.Y. /New York Netwire/ -- Wave Season, the period when cruise companies provide some of the most attractive deals of the year, is in full swing. As would-be cruisers book their dream vacations, TravelInsurance.com reminds anyone taking advantage of cruise bargains to remember to protect their purchases with a travel insurance plan.
TravelInsurance Com

Travel Advice for Senior Travelers: Top 5 Considerations for Retirees Purchasing Travel Insurance in 2018

NEW YORK, N.Y. /New York Netwire/ -- TravelInsurance.com today outlined five key points retirees should consider in regard to travel insurance before they hit the road in the coming year. 'While travel can be complicated at any age, retirees are faced with additional considerations, especially when it comes to medical coverage,' said Stan Sandberg, co-founder.
TravelInsurance.com 2018 Predictions

TravelInsurance.com 2018 Predictions: Weather, Changing Demographics and How We Shop are Key to Increased Growth in Travel Insurance

NEW YORK, N.Y. /New York Netwire/ -- Since 2012, travel insurance has been growing consistently at more than ten percent (10%) per year*, with recent activity driving even more interest, according to TravelInsurance.com. For 2018, Stan Sandberg, co-founder, predicts similar growth, bringing the overall U.S. travel insurance market to nearly $3.5 billion.
NIF Group, Inc.

NIF Group, Inc. Acquires Agency Intermediaries, Inc. and and A.I.I. Insurance Brokerage

MANHASSET, N.Y. /New York Netwire/ -- NIF Group, Inc., a leading wholesale broker, program administrator and managing general agency and their parent company, JenCap Holdings LLC announces that they have agreed to acquire privately held Agency Intermediaries, Inc. and A.I.I. Insurance Brokerage of Mass., Inc. (A.I.I.). Both affiliated entities serve as MGA/contract binding authorities and wholesale insurance brokerages, respectively located in Guilford, Connecticut and East Douglas, Massachusetts.
EPIc and Frenkel

After 139 Years of Operations as Frenkel & Company, New York Firm Joins EPIC Insurance

NEW YORK, N.Y. /New York Netwire/ -- Frenkel & Company, one of the nation's most respected full-service independent insurance brokers and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that they have joined forces.
Live Traders

Live Traders, a Leading Education Platform for Stock Market and Forex Traders Launches Scholarship Program

NEW YORK, N.Y. /New York Netwire/ -- Celebrating the breakthrough success of their education and training programs for Stocks, Options and Forex professional traders Live Traders have decided to give back to the financially less fortunate. The educational platform recently celebrated the launch of the Live Traders Scholarship Program where qualified students have a chance to go through the Live Trader training program for free or at dramatically deep discounts.
Broker Tony Gerrato

EPIC Insurance adds Broker Tony Gerrato in New York City Office

NEW YORK, N.Y. /New York Netwire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Anthony (Tony) Gerrato has joined the firm as a Principal in EPIC's New York City office.
Denise Walsh

EPIC Insurance Brokers adds Denise Walsh as Assistant General Counsel, based in EPIC’s NYC Office

NEW YORK, N.Y. /New York Netwire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Denise Walsh has joined the firm as Vice President and Assistant General Counsel.
JenCap Holdings LLC

JenCap Holdings LLC Acquires Special Risks Facilities, Inc., a Wholesale Insurance Brokerage

NEW YORK, N.Y. /New York Netwire/ -- JenCap Holdings LLC announced today that it has agreed to acquire privately held Special Risks Facilities, Inc., an MGA/contract binding authority and wholesale insurance brokerage firm based in Sterling Heights, Michigan with another office in Peoria, Arizona. Special Risks was formed in 1971 and has been led by Jack Klebba and Randy Kaszeta. Messrs.
Travel Insurance .com

Hurricane Season 2017 Travel Insurance Advisory: Travelers Encouraged To Protect Themselves In Above Average Year For Storms

NEW YORK, N.Y. /New York Netwire/ -- Today marks the official kickoff of hurricane season, just when the travel season is picking up across the country, and TravelInsurance.com is taking the time to remind travelers the importance of protecting their investments. Protection may be even more critical this year, as the National Oceanic Atmospheric Administration (NOAA) is predicting a higher-than-average number of named storms, with anywhere from 11 to 17 expected to hit.
Thomas E. O’Neil

Thomas E. O’Neil Returns to EPIC’s New York Office as President of Northeast Region

NEW YORK, N.Y. /New York Netwire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Thomas E. O'Neil has been appointed Northeast Region President, relocating to New York City from EPIC's headquarters in San Francisco.
The Pension Inspector Release 10

Pension Inspector Release 10 Announced with Online Due Diligence Add-In ERISA PLUS

NEW YORK, N.Y. /New York Netwire/ -- Pension Inspector(R) one of the leading internet research data mining solutions from AtPrime Media Services, online since 2007, announces Pension Inspector Release 10.0, which ushers in a new dimension in ERISA* Retirement Plan Transparency with "ERISA PLUS."

Klingenstein Fields Wealth Advisors promotes Maria Chambers, IACCP to Chief Compliance Officer

NEW YORK, N.Y. /New York Netwire/ -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with more than $3 billion in assets under management, is pleased to announce that Maria Chambers, Vice President, has been promoted to Chief Compliance Officer at the firm. Ms. Chambers' responsibilities include administering KFWA's compliance program, overseeing day to day compliance needs, maintaining and developing compliance policies, procedures and processes.
JENCAP HOLDINGS

JenCap Holdings LLC Acquires NIF Group Inc.

NEW YORK, N.Y., /New York Netwire/ -- JenCap Holdings LLC announced today that it has agreed to acquire privately held NIF Group, Inc. (NIF), a managing general agency, program administrator and wholesale insurance broker based in Manhasset, New York, with six offices located on the east and west coasts of the United Sates.

EPIC Brokers adds Michael Klaschka in NYC to Financial Risk Solutions Practice

NEW YORK, N.Y. /New York Netwire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Michael Klaschka, a specialist in the placement of professional liability insurance for the financial services and technology industries, has joined the firm's Financial Risk Solutions Practice.

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