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Press Release
May 28, 2019
FinFolio Integrates with Riskalyze by Embedding the Risk Number® into its Wealth Management Platform
The integration allows advisors to monitor the Risk Number® in reports, dashboards, client portals and calculate on-the-fly Risk Numbers® for their client accounts, strategies and households.
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May 9, 2019
Mr. Scott has been endorsed by Marquis Who's Who as a leader in the legal industry
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May 2, 2019
BackBay to provide integrated marketing communications for the leading provider of financial email marketing and event management technology and services
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May 2, 2019
Bronfman Rothschild now part of the NFP group of companies
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April 29, 2019
The panel, titled "Impact advisors: going beyond risk and returns," seeks to foster a conversation with experienced private family and institutional investment advisors on integrating ESG and impact into strategic asset allocation
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April 25, 2019
Director of Investment Research Christopher Maxey and Managing Director and Principal John Wolff will participate on a panel focused on bringing allocators, investors and developers together to facilitate opportunity zone investments
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April 25, 2019
Eric Ames is a Financial Rep and Wealth Management Advisor with Northwestern Mutual-St. Louis
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April 23, 2019
Financial advisor, Doug Charney, of Charney Investment Group honored in an award ceremony at Penn State Harrisburg.
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April 18, 2019
Fardin Nematollahi of Vienna, VA has been honored with a recognition by Virginia Business Magazine in its selection of "Top Wealth Advisers In Virginia."
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April 17, 2019
Premier global sports investment bank retained as exclusive buy-side advisor to assist Mirwan Suwarso of Super Soccer and the Hartono family of Indonesia with the acquisition of Como 1907 Football Club
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April 17, 2019
Winners chosen based on research and in-depth qualitative evaluation by Morningstar's manager research group
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April 9, 2019
Mr. Miller has been endorsed by Marquis Who's Who as a leader in the wealth management industry
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April 8, 2019
The Forum fosters discussion among senior executives from independent RIAs and multi-family offices on investment trends and practice management strategies
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April 6, 2019
Sponsorships and foursomes available with proceeds benefitting Alex's Lemonade Stand Foundation for childhood cancer research
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April 5, 2019
Mr. Settle has been endorsed by Marquis Who's Who as a leader in the legal industry
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April 3, 2019
Schuchardt joins other ChSNC® designees who have completed three advanced financial planning courses that focus on the ins and outs of advising clients and families with special needs.
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April 2, 2019
Financial advisor, Doug Charney, of Charney Investment Group recognized by Beta Gamma Sigma for his excellence in leadership.
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April 1, 2019
The list is based on employer and employee surveys delving into everything from company culture and benefits to career paths and more
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