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Press Release
August 23, 2017
Investment to accelerate growth for leading Managed Detection and Response (MDR) firm
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August 22, 2017
Today FinFolio announced that it has been selected as the portfolio management software provider for Albitz/Miloe & Associates, Inc. a California based Registered Investment Advisory firm.
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Press Release
August 11, 2017
Charles N. Marks of Baltimore, MD has been honored with a recognition by Forbes.com in its selection of "America's Top 500 Next Generation Wealth Advisors."
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Press Release
August 9, 2017
Annual nationwide ranking of leading Registered Investment Advisors
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August 4, 2017
Advance Capital Management is pleased to announce that Michael Hohf has been named one of America's Top Next-Gen Wealth Advisors by Forbes Magazine.
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Press Release
August 4, 2017
Leading Pest Control Company Invests to Increase Service Capabilities in the Wisconsin Market
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July 31, 2017
Mr. Pollack has been endorsed by Marquis Who's Who as a leader in the financial services industry
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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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Press Release
January 11, 2017
Artificial Intelligence in all its forms is being rapidly adopted and incorporated in many new applications.
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Press Release
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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Press Release
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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Press Release
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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Press Release
September 22, 2016
FinFolio's outsourced portfolio management software with REST API is key to Gravity Investment's decision.
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