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
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.
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.
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.
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
Balentine's Relationship Manager and Head of Financial Planning in the firm's Raleigh office takes on expanded leadership role
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...
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.
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.
By Dowling & Yahnke, LLC
Dowling & Yahnke was honored by Schwab Advisor Services as one of three firms in the nation to receive the 2018 SOLUTIONS® Operational Excellence Award.
By Paxton Financial Services
Media Contact: John Genova NOVAsmc, LLC 631-682-2039 August 9th, 2018 Paxton Financial Services Adds Vice President, Linda Bumbalo In Response to Growing Client Demand New York, NY August 9th, 2018, Paxton Financial Services, a leading financial advisor..
By Mariaca Wealth Management, LLC.
Mariaca Wealth Management, LLC. is excited to announce and welcome our new Wealth Advisor, Adam Wilkins. Adam, who will sit the CFP exam in November, will work closely with clients to create long-term financial plans and build lasting relationships.
By ESE Strategies
Founder & CEO Rob Jones established a new firm to provide a range of services from one-on-one personalized counseling, group presentations and corporate benefits.