Home Tags Investment Services
Tag: Investment Services
Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fourth year...
WARRENVILLE, Ill., Feb. 26, 2021 (SEND2PRESS NEWSWIRE) -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list!
CLEVELAND, Ohio, Feb. 25, 2021 (SEND2PRESS NEWSWIRE) -- Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient.
NEW YORK, N.Y., Jan. 12, 2021 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm.
PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management, Creating Multi-Generational Wealth Management Firm
JACKSONVILLE, Fla., Dec. 4, 2020 (SEND2PRESS NEWSWIRE) -- PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management - a fee only financial planning firm specializing in investment management and life-stages planning for growing families.
COLORADO SPRINGS, Colo., Nov. 10, 2020 (SEND2PRESS NEWSWIRE) -- Colorado Springs investors preparing for or living in retirement need to plan for the expected while preparing for the unexpected − and position their investment portfolios for both, says Keith Eckhardt, an Edward Jones Advisor in Colorado Springs, Colorado.
COLORADO SPRINGS, Colo., Nov. 6, 2020 (SEND2PRESS NEWSWIRE) -- Edward Jones Financial Advisor Mike Biehl announced today that Financial Advisor Keith Eckhardt, has joined his office in Colorado Springs on October 14, 2020.
FIDUCIARY INSURANCE SERVICES LLC to provide Integrative wealth management and insurance advice to sponsoring financial institutions
NEW YORK, N.Y., Sept. 18, 2020 (SEND2PRESS NEWSWIRE) -- Fiduciary Insurance Services, LLC (FIS) announces its launch today as a provider of strategic consulting, insurance advice, and investment advice, on an hourly or retainer basis, to financial institutions seeking to participate in a growing trend for insurance distributed via fiduciaries.
NEW YORK, N.Y., Aug. 26, 2020 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors).
NEW YORK, N.Y., May 6, 2020 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a wealth management firm with approximately $4 billion in assets under management, is pleased to announce that Andrew Crofton has joined the firm as a Managing Director.
MPI REPORT: Wide Range of Private Market Fund Returns Could Explain Ivy Endowments’ Lackluster Fiscal 2019 Performance
SUMMIT, N.J. / LONDON / TOKYO, Feb. 19, 2020 (SEND2PRESS NEWSWIRE) -- Markov Processes International (MPI), a leading provider of investment research, analysis and reporting solutions for the global wealth and asset management industry, today announced the publication of its annual Ivy League endowment performance analysis for the latest fiscal year, "Measuring the Ivy 2019: Decoding the Performance Gap."
CLEVELAND, Ohio, Feb. 19, 2020 (SEND2PRESS NEWSWIRE) -- Fairport Wealth is pleased to announce its support of Shoes and Clothes for Kids (SC4K) as its 2020 Community Beacon recipient. For 50 years, SC4K has been removing barriers to school attendance by providing essential school supplies such as school shoes and uniforms for kids in need.
DANVILLE, Calif., Jan. 21, 2020 (SEND2PRESS NEWSWIRE) -- Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how to make better, more beneficial decisions when it comes to their financial landscape.
CAMP HILL, Pa., Dec. 3, 2019 (SEND2PRESS NEWSWIRE) -- Camp Hill based Conte Wealth Advisors continues its considerable expansion efforts opening an office at 1423 E Market St in York and welcoming two seasoned advisors into the organization.
CHICAGO, Ill., Sept. 17, 2019 (SEND2PRESS NEWSWIRE) -- Nima Tolooi, co-founder of Beyond AUM, has been named one of Crain's Chicago Business's 2019 Notable Entrepreneurs. Crain's list of Notable Entrepreneurs features 44 businesspeople who have identified needs and untapped opportunities in the market; organized and run companies; and taken on greater-than-normal financial risk to achieve success
CLEVELAND, Ohio, Aug. 29, 2019 (SEND2PRESS NEWSWIRE) -- Fairport Wealth (formerly Fairport Asset Management) announced today the appointment of Paul B. Stetz as Chief Operating Officer and member of the Executive Leadership Team.
TAIPEI CITY, Taiwan, Aug. 15, 2019 (SEND2PRESS NEWSWIRE) -- After the poorest quarterly performance in almost three decades during the period from April to June this year, Gentry Wilson Partners analysts say China is clearly facing serious economic challenges. The world's second largest economy was once the most rapidly expanding, benefitting from inexpensive labor and sizeable government spending on infrastructure.
Memphis-based Venture Capital Firm Innova Announces Sale of Portfolio Company Arkis Biosciences to Integra LifeSciences
MEMPHIS, Tenn., Aug. 6, 2019 (SEND2PRESS NEWSWIRE) -- Innova Memphis, a Memphis-based early stage venture capital firm, is pleased to announce the acquisition of its portfolio company Arkis Biosciences. Knoxville-based Arkis, a neuro-surgical medical device company, has been acquired by Integra LifeSciences Holding Corporation, a leading medical technology company.
TAIPEI, Taiwan, July 17, 2019 (SEND2PRESS NEWSWIRE) -- Ward Henderson Management - German economy shows signs of weakening further due to downside risks. In May, an important indicator of overall economic health, declined by more than expected. Germany's manufacturing industry reported poor growth, prompting concerns about the Eurozone's economic wellbeing.
Financial Research Firm Reveals New FLEX-10 Index to Track Performance of the Market’s Top Ten Stocks
BALTIMORE, Md., June 20, 2019 (SEND2PRESS NEWSWIRE) -- Charles Street Research (CSR), a financial research and publishing think tank based in Baltimore, Maryland, recently revealed a brand new performance index for one of their top research services.
TAIPEI, Taiwan, June 20, 2019 (SEND2PRESS NEWSWIRE) -- Warrington Shaw says Singapore's exports hurt by falling demand from China as trade war escalates. A recent dramatic decline in Singapore's exports has underlined the seriousness of economic problems in Asia. Singapore is traditionally one of the world's most trade-dependent economies and economists at Warrington Shaw say this makes it a good gauge for the health of other economies in the region.