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Press Release
April 28, 2017
FinFolio's outsourced investment management platform offers FIX connectivity and algorithmic real time trading of portfolios including sleeve level strategy management . FinFolio has been deployed to HCO Private Wealth.
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April 7, 2017
Mr. Denn held a number of high-profile financial services roles with MetLife and Prudential
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April 6, 2017
As of April 1, 2017, MPulse Maintenance Software became MPulse Software, Inc., a JDM Technology Group company.
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April 6, 2017
The new book is titled "Generational Planning: Creating and Perpetuating Wealth for Generations."
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March 29, 2017
Mr. Smallwood spent more than four decades teaching social studies at the secondary level
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February 2, 2017
EP Wealth Advisors, a fee-only registered investment advisory and financial planning firm managing over $2.5 Billion in AUM as of December 31, 2016, has hired Sara Gardner, CFP as Wealth Advisor for its Denver regional office.
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January 11, 2017
Artificial Intelligence in all its forms is being rapidly adopted and incorporated in many new applications.
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December 10, 2016
EP Wealth Advisors has hired Patrick L. Kinney as financial advisor for its West Los Angeles office location.
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November 23, 2016
Gary Sirak proves the American Dream is alive and well with his new book, The American Dream Revisited: Ordinary People, Extraordinary Results.
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November 23, 2016
Finnish Industry Investment Ltd (FII) and EOC Capital led an investment round in Midaxo Oy.
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September 23, 2016
Jacques Johnson is not only your "not so typical rapper" but is the youngest executive producer of his reality docu series set to air on Peachtree TV October 9th, at 3 p.m. Johnson's squad/support team will show you why Atlanta is the new Hollywood.
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September 22, 2016
FinFolio's outsourced portfolio management software with REST API is key to Gravity Investment's decision.
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August 16, 2016
New Advisor Architect(TM) Offering Helps Financial Advisors Strengthen Their Business Profitability, Value, and Client Satisfaction
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August 12, 2016
Mr. Harmon Wins Major Sunshine Law Case in Ohio Supreme Court
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June 21, 2016
Tina Webb holds a National Certificate in Financial Services
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May 21, 2016
Francesca Federico will be featured in an upcoming edition of the Women of Distinction Magazine in 2016.
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