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February 16, 2018
Finance Digest announces the list of award winners for its annual awards Program 2017
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February 16, 2018
Mr. Hettick has been endorsed by Marquis Who's Who as a leader in the financial industry
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Press Release
February 13, 2018
Bronfman Rothschild today announced that, for the third year in a row, the Centre for Fiduciary Excellence (CEFEX) has certified the firm's Plan Advisor team to its fiduciary standards of excellence.
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February 13, 2018
SARA Investment Real Estate, a full-service commercial real estate investment and brokerage firm, has closed on the purchase of an office building in Wauwatosa, WI. The building includes 102,000 square feet at 2675 Mayfair Road.
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Press Release
February 13, 2018
SARA Investment Real Estate, a full-service commercial real estate investment and brokerage firm, has closed on the purchase of The Meadows, two multi-tenant buildings in the Westport/Maryland area of St. Louis.
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Press Release
February 8, 2018
FinFolio adds electronic trading to Autopilot, Riskalyze's Automated Account Platform. Straight-through processing will be available to Royal Bank of Canada clients in Q1'18 and to Riskalyze's other 20,000 clients in the months to follow.
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February 6, 2018
Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, announced today that Neal Simon will take a leave of absence from Bronfman Rothschild to run for U.S. Senate in Maryland.
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February 5, 2018
ISITC's 24th annual summit will tackle disruption in financial services and how operations professionals can navigate the changing landscape
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February 3, 2018
"We found the expertise of the Financial Advocates' team to be complementary to our practice.."
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January 27, 2018
"Independent advisors, no matter if they have just joined an independent broker-dealer, are a hybrid, or are registered as a pure RIA, face challenges as they grow their practices, especially when lawmakers consistently change the rules.."
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January 24, 2018
Dennis M. Mahoney has been endorsed by Marquis Who's Who as a leader in the financial industry
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January 18, 2018
As CIO, Katsnelson will lead the firm's investment committee and provide solutions to its financial advisors encompassing money manager due diligence, asset allocation, and oversight of investment selections
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January 12, 2018
Stults is the third addition to the firm's investment team within the past year
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January 3, 2018
Mr. Hill has been endorsed by Marquis Who's Who as a leader in the finance industry
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December 21, 2017
Team of financial advisors donates to the Children's Home Society of New Jersey
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December 14, 2017
Investing In Women Initiative Builds On Early Successes
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November 28, 2017
Over 50% of Global Retail Banks Expect Digital Investments to Yield Measurable Returns by 2020
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November 22, 2017
Aite Group stated that Linedata rebuilt Linedata Capitalstream to be a solution with screens that are simpler and more elegant, and that they deliver more functionality than the prior version of Linedata Capitalstream.
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Press Release
November 16, 2017
The British Pound is likely to continue to weaken despite the effects of last week's 25 basis points hike by the Bank of England.
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Press Release
November 14, 2017
Bronfman Rothschild today announced that experienced advisors Dan Geary and Lauren Long, previously of Threshold Group, have joined Bronfman Rothschild's office in Plymouth Meeting, Pennsylvania
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