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Search News by Tag: financial advisor

544 news stories found

Press Release August 28, 2014
Forman Investment Services is Expanding
A trusted name in investment services is expanding to serve the Indianapolis area.
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Press Release August 5, 2014
TraderPlanet Interviews Josh Brown: The Reformed Broker
The Summer issue of the TraderPlanet Journal features an exclusive interview with iconoclastic Joshua M. Brown, popularly known as The Reformed Broker.
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Press Release July 11, 2014
Expert Guidance for Financial Advisors Delivered Quickly by QuonWarrene, to Address Cyber Security, Vendor Decisions and More
QuonWarrene announces new Spot-Audit Service as a third offering with its Blueprint and Concierge services for financial advisors.
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Press Release June 25, 2014
Jeffrey S. Winter Jr. is a Skilled Professional in the Field of Communications
Jeffrey S. Winter Jr. utilizes 22 years of professional experience to helm Winter Consulting Group.
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Press Release May 24, 2014
Specialty Hospitals Of America Announces Agreements To Enable Continued Access To Vital Care For Residents Of The District Of Columbia Metro Area
SHA receives new loan commitment, agrees to sale. All facilities are open and operating as usual, with patient services, employee pay and benefits to continue without interruption. Sale to be implemented through Chapter 11 process.
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Press Release May 6, 2014
Institute for Divorce Financial Analysts Awards Kerry Burleigh CDFA Certification
Experienced Raleigh divorce lawyer earns additional credentials.
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Press Release March 4, 2014
iQuantifi Launches Virtual Financial Advisor to Help Millennials and Young Families Achieve Their Goals
The first virtual financial advisor to provide comprehensive financial planning advice.
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Press Release December 14, 2013
Former Prosecutors with the U.S. Securities and Exchange Commission Join Forces to Assist Investors in Puerto Rico
Three former prosecutors from the United States Securities and Exchange Commission ("SEC") have teamed together to assist investors who are experiencing significant losses as a result of the Bond Fund crisis in Puerto Rico.
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Press Release November 26, 2013
Polaris' Intellect Financial Advisor Business eXchange Rated a 'Best in Class' Solution for Enterprise Support
Comprehensive financial advisor workstation recognized in CEB TowerGroup's Advisor Desktop Solutions Report.
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Press Release November 20, 2013
David J. Kendall Showcases Professional Accomplishments through Worldwide Branding
Mr. Kendall celebrates seven years with Elders Insurance Yeppoon
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Press Release October 1, 2013
Ana E. Torres Inducted into Worldwide Who's Who for Excellence in Finance Management
Ana Torres helps customers solve problems and handle issues related to money management
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Press Release July 10, 2013
Wendy Stewart Markey Inducted into Worldwide Who's Who for Excellence in Financial Services
Career shift from healthcare to financial services pays off in dividends for Wendy S. Markey
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Press Release June 15, 2013
Covington Who's Who Selects Daniel R. Wilson as a VIP Member of the Executive and Professional Registry
The selection recognizes Daniel R. Wilson's commitment to excellence in Finance and Investments.
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Press Release May 16, 2013
Coinmach Service Corp. and AIR-serv Acquired by Pamplona Capital Management for $1.4 Billion
Pamplona Capital Management ("Pamplona") is pleased to announce that it has acquired Coinmach Service Corp. ("Coinmach") the market leading multi-family laundry service provider, and AIR-serv Group LLC ("AIR-serv"), the largest provider of pay air services for automobile tire inflation in North America
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Press Release March 13, 2013
The Newly Released 2013 TaxMode Income Tax Calculator Apps are the First Personal Finance Apps to Incorporate all the New Tax Law Changes for 2012 and 2013
With 30 years of expertise in providing tax planning software for financial professionals, the free 2013 TaxMode app available at the Apple Store, Google Play and Windows Marketplace now includes all of the changes in the newly adopted ATRA for 2012.
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Press Release March 8, 2013
ExecPlan Express Financial Planning Software is One of the First Personal Finance Tools Available for Consumers and Financial Advisors to Incorporate All the New Tax Law Changes for 2012 and 2013
With 30 years of expertise in providing financial and retirement planning software for tax and financial advisors, the 2013 version of ExecPlan Express will include new enhancements and all of the changes in the newly adopted ATRA for 2012.
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Press Release March 8, 2013
'77 Million Republicans' Super, Super PAC, Spearheaded by Manny Segarra, Bestselling author of 'The President's General,' 505 A Crude Affair, Begins to Boogie!
Sharing the disappointment of millions of U.S. voters, the Super, Super PAC, 77 Million Republicans, is Manny's brainchild, and aims to take an urgent message to the American electorate.
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Press Release March 6, 2013
Locust Capital Presents to the National Hispanic Medical Association Council of Residents
Locust Capital was invited to speak at the Annual Convention of National Hispanic Medical Association. The Convention was held at Drexel University.
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Press Release February 21, 2013
Brian Welsh Joins Locust Capital Management as a Managing Director and Senior Relationship Manager
Brian Welsh joins forces with growing independent Philadelphia-based RIA.
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Press Release January 15, 2013
Hudson Ferry Capital Exits ASAP Industries
Hudson Ferry Capital, L.P. is pleased to announce that it sold ASAP Industries, LLC to American Capital, Ltd. on December 31, 2012.
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