US SIF Foundation Releases Resource Guide For Retail Investors: "Getting Started in Sustainable and Impact Investing"2017-09-14
| This resource is a concise guide for retail, non-accredited investors exploring investment options such as mutual funds, ETFs, and direct ownership of stocks, as well as information on seeking professional investment help.
Wisconsin Bank & Trust Names Curtis Chrystal President and CEO2017-09-14
| Current president and CEO Kevin Tenpas will assume the position of president and CEO of Rocky Mountain Bank in Billings, Montana
Kristen Fourtner Recognized by LPL Financial for her Excellence in Customer Service2017-09-13
| Kristen is proud to be one of LPL's more than 14,000 LPL advisors registered nationwide.
How to Bring Together IT and Procurement for Better Business Performance2017-09-12
| Source One and Corporate United partner on new whitepaper to help bring together Procurement and IT stakeholders
VRG Announces New Affiliation with Tanizawa Sogo Appraisal Co., Ltd. in Japan2017-09-12
| "Tanizawa Sogo Appraisal Co., Ltd. is one of the top three real estate appraisers in Japan, and we are proud to partner with them," said Bill Hughes, Senior Managing Director of VRC.
Next Generation Services Announces Brittany Pickell as Director of Marketing and Sales2017-09-11
| Wall Township Resident Joins Roseland, N.J., Financial Services Firm to Develop and Oversee Marketing Strategy and Sales Initiatives, Build Awareness of Next Generation's Administrative and Custodial Services for Self-Directed Retirement Plans
Financial Advocates Welcomes Brian Hale & Gary Lamb2017-09-08
| Our focus is to help advisors remove the obstacles to their success, regardless of what they are, not to add to them.
Trinity Street Capital Partners Announces The Origination of a High Leverage, Non-recourse, Hotel Loan and Preferred Equity Investment2017-09-07
| Trinity Street Capital Partners (TSCP), a full service real estate investment bank, announces the origination of a $37MM first mortgage and $9MM of preferred equity on a portfolio of limited service hotels in Dallas, TX.
National Association of Black Accountants, Inc. Announces Staffing Change2017-09-07
| The National Association of Black Accountants, Inc. (NABA), announced the resignation of President & CEO Jina Etienne, CPA, CGMA
US SIF Foundation Releases Enhanced "Fundamentals of Sustainable and Impact Investment" Online Training Course2017-09-06
| This course provides financial professionals with a unique blend of instruction and scenario learning that explains how to talk about sustainable, responsible and impact investing (SRI) with clients incorporate SRI into portfolios
Linedata Announces the Appointment of a Director of Innovation, Communication and Marketing2017-09-05
| Sophie Fevrier will manage innovation initiatives and define and implement communication, marketing and digital activities across the firm.
Michael Stone Mathews Named a Lifetime Achiever by Marquis Who's Who2017-09-05
| Mr. Mathews has been endorsed by Marquis Who's Who as a leader in the investment banking industry
Matthew Walker Wallace Named a Lifetime Achiever by Marquis Who's Who2017-09-01
| Mr. Wallace has been endorsed by Marquis Who's Who as a leader in industry
Margery Al-Chalabi Named a Lifetime Achiever by Marquis Who's Who2017-09-01
| Margery Al-Chalabi has been endorsed by Marquis Who's Who as a leader in the economic development services industry
Trinity Street Capital Partners Announces the Launch of a New High Leverage Multifamily Lending Program2017-08-31
| Trinity Street Capital Partners (TSCP), a full service real estate investment bank, expands its high leverage multifamily lending programs, on a nationwide basis.
GENCapital Sponsors Kids & Pros2017-08-30
| Led by Savannah native Andy Murphy and Jeff Buice, GENCapital offers investment management, financial planning and banking advisory services for individuals, families, businesses, and institutions.
LendingCalc Appoints Former Chief of Risk at Dianrong, Terry Tse as Adviser2017-08-30
| The appointments boosts the marketplace loan analytics firm's credit portfolio and platform due diligence capabilities.
Mortgages Vancouver, Dreyer Group Awarded Best Mortgages Vancouver2017-08-30
| Dreyer Group Mortgages Winner of Best Mortgages Vancouver
Bronfman Rothschild Marks Two-Year Anniversary of Highline Acquisition2017-08-29
| Firm relocates New York office to serve growing client base
On Deck Capital Finalizes Funding Partnership with Scale Operations Management2017-08-28
| Scale Ops Founder Andrew Ukpabi makes deal to fund emerging ecommerce companies.