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278 news stories found
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November 20, 2019
Firm details additional growth milestones including hires, new carrier partners
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August 1, 2019
Georgia Society of Certified Public Accountants selects its new chair for the 2019-20 fiscal year.
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July 30, 2019
As a Wealth Advisor, David will provide comprehensive wealth planning strategies.
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July 3, 2019
Dynamo Software, a premier provider of software and data solutions for the alternative investment industry, announced today that it has acquired Communica, the products subsidiary of Digiterre.
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May 21, 2019
Supovitz is one of six new members named to the Council
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April 30, 2019
Audentia World FX Fund is officially recognized as a Top Performer in the Best Smaller Fund - Non Equity category at the EMEA Investors Choice Awards 2019.
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April 30, 2019
Luxembourg Life Fund-Long Term Growth Fund is officially recognized as the Investors Choice Winner in the Multi-Strategy Fund and in the Multi-Strategy – Long Term Performance categories at the EMEA Investors Choice Awards 2019.
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April 29, 2019
DCM Systematic – Diversified Alpha Fund is officially recognized as a Top Performer in the Best Smaller Fund – Non Equity category at the EMEA Investors Choice Awards 2019.
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April 29, 2019
Bonafide Global Fish Fund is officially recognized as the Investors Choice Winner and Top Performer in the Global Equity Fund under $500m category at the EMEA Investors Choice Awards 2019.
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April 24, 2019
Q-Squared Capital is officially recognized as a Top Performer in the Best Smaller Fund - Multi-Strategy category at the Americas Investors Choice Awards 2019.
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April 16, 2019
Outliving one's resources is top retiree fear, says MainStreet Financial Group
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March 19, 2019
Media web conference scheduled for April 2 10:00 a.m. ET
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March 6, 2019
"Our unique structure empowers advisors to build their practices as they see fit."
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February 6, 2019
Global Banking & Finance Review® announces the list of winners for its annual awards program 2018
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October 9, 2018
Award will be presented to Ms. Lucas at the Women Investment Professionals (WIP) Annual Trailblazer Dinner on October 18, 2018
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September 17, 2018
Bronfman Rothschild today announced that Glen Macdonald, who advised on $100 million under management at U.S. Trust, has joined Bronfman Rothschild as a Managing Director in the firm's New York office.
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Press Release
July 30, 2018
Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, announced today that two wealth advisors, Kevin Smith and Eran Goudes, joined the team.
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July 17, 2018
Comprehensive suite of trust services to clients in all 50 states
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