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October 2020
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12830914
By MarketGauge
"Plant Your Money Tree: A Guide to Growing Your Wealth" was named 'Best New Wealth Books' by BookAuthority. On Amazon, it enjoyed the #1 New Release spot in three Amazon categories: Introduction to Investing, Business & Finance, and Retirement Planning.
By www.zedra.com
ZEDRA confirms, following receipt of regulatory approval from the Monetary Authority of Singapore (MAS), that it has completed its acquisition of BNP Paribas Singapore Trust Corporation Limited, first announced in January of this year.
By GRMA PARDUS Wealth
PARDUS Fixed Income Bond is pleased to announce that its bond is now listed on the Frankfurt Stock Exchange (FSE) under WKN: A28VNY
By Flanks
Flanks, the startup located in Barcelona, ​​which provides technology-based on financial data for the wealth management sector (WealthTech), is positioned as the first company in Europe specialized in the aggregation of investment accounts.
By The Milwaukee Company
Investors' fears about the coronavirus outbreak pushed the Standard & Poor's 500 Index into a correction (that is, a drop of 10% or more from a recent high) at a history making pace. The downturn was quickly followed by a record setting rally.
12801486
By VZD Capital Management, LLC
Ethel J. Davis, Founder and CEO of VZD Capital Management, LLC (www.vzdcap.com), has been named as a recipient of WealthManagement.com's 2019 Thrive Award in recognition for being one of the nation's fastest-growing registered investment advisors.
By Astor Capital Fund Ltd
Astor Capital Fund has long shown a focused dedication and commitment to long term investing in alternative energy.
12788313
By IAG Wealth Partners
IAG Wealth Partners, LLC is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers.
12764216
By The Money Matters Book
The Money Matters Book releases an audiobook containing key lessons that provide guidance for success in personal financial planning.
By Brown and Company, Inc.
2019: Barron's, Forbes, and Denver Business Journal recognize Brown for excellence in investment advisory services
By Gratus Capital
Gratus Capital Founder and President ranked as No. 5 on Forbes list of best wealth advisors in Georgia
By Balentine
Balentine's Relationship Manager and Head of Financial Planning in the firm's Raleigh office takes on expanded leadership role
12752348
By Morgan Stanley
Morgan Stanley announced today that Mr. Yash Talreja, a Financial Advisor in its Wealth Management office in Pleasanton, has been named to the Firm's Pacesetter's Club, a global recognition program for Financial Advisors who, within their first five...
By Forum Financial
Lamia Financial Group, Inc., a wealth management firm located in Thousand Oaks, has announced it has joined Forum Financial Management, LP with headquarters in Lombard, Illinois, according to Christopher Lamia, CFP®, founder of Lamia Financial and now...
12745392
By J.D. Power
"Technology is not an end unto itself and it shouldn't develop in isolation. It has to be woven into the overall customer experience.
By NovaPoint Capital
NovaPoint Capital has been awarded a Top Guns designation by Informa Investment Solutions' PSN manager database, North America's longest running database of investment managers.
12739086
By J.D. Power
"Mobile is a major opportunity to offer customers a convenient way to access wealth management services. People want to take action whether they are on a train, on their way to work, or someplace else. However, J.D.

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