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Search News by Tag: Investment Management

570 news stories found

Press Release May 16, 2022
Two Wealthspire Advisors Named to Forbes 2022 Best-In-State Wealth Advisors List
Ashley E. Iddings and John H. Wolff were named to the 2022 Forbes Best-In-State Wealth Advisors List
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Press Release April 29, 2022
Bethel AME Church Makes $1 Million Investment in Freedom West 2.0
Commitment is initial part of larger $10 million investment pledged to help revitalize Freedom West and empower the surrounding community
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Press Release April 14, 2022
John Grace has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
Mr. Grace attributes over 40 years of expertise to success in wealth management and retirement planning
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Press Release April 11, 2022
FinFolio Partners with StoneX Group Inc.
The exclusive partnership combines FinFolio's investment management, trading, billing and client portals with StoneX Group Inc.'s extensive and world-class custodial and clearing services.
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Press Release March 15, 2022
Registration now open for US SIF FORUM 2022
The 11th annual conference will take place in New Mexico from June 6-8
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Press Release March 14, 2022
Four Wealthspire Advisors Named Top Financial Advisors by Washingtonian Magazine
Tim Hughes, Ashley Iddings, Grant Ruder, and John Wolff were named top financial advisors in the DC Metro area by Washingtonian Magazine
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Press Release February 24, 2022
Cardinal Capital Management, Inc. Awarded Prestigious Manager of the Decade Designation by Informa Financial Intelligence
Cardinal Capital Management, Inc. has been awarded PSN Manager of the Decade and Top Guns designations for its Small Cap Core equity portfolio by Informa Financial Intelligence's PSN manager database.
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Press Release February 23, 2022
Global Banking & Finance Awards® 2021 - 1
Global Banking & Finance Review® announces the list of winners for its 11th annual Global Banking & Finance Awards® program 2021
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Press Release February 23, 2022
Global Banking & Finance Awards® 2021 - 2
Global Banking & Finance Review® announces the winners of the 2021 Next 100 Global Awards
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Press Release February 4, 2022
Dr. Amit Shanker Celebrated for Dedication to the Field of Medicine
Dr. Shanker is a clinical thought leader and health technology executive who has influenced and supported artificial intelligence/machine learning, cardiovascular, and SARS-CoV-2 initiatives across the globe
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Press Release February 3, 2022
Cardinal Capital Ranks Among Fastest-Growing Registered Investment Advisor Firms in America, Top Ten Fastest- Growing in North Carolina
The firm received recognition and was named one of the fastest-growing Registered Investment Advisors (RIA) in America by WealthManagement.com's first annual RIA Edge Ranking for 2021.
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Press Release January 4, 2022
Jeri Cohen Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
Ms. Cohen has been recognized by Marquis Who's Who as a leader in the field of financial management and consulting
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Press Release November 26, 2021
Gladstone Global Advisory Returnship Program
Gladstone Global Advisory
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Press Release November 22, 2021
Historic Investments That Address Climate Change and Paid Family Leave Are Key to a Sustainable Economy
Senate should act swiftly to pass the Build Back Better legislation
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Press Release October 26, 2021
US SIF Foundation Releases Updated Roadmap for Financial Advisors
Guide helps advisors seeking to implement or enhance their sustainable investment practice
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Press Release October 13, 2021
ByungMoo Park Celebrated for Dedication to the Field of Law
Mr. Park lends years of professional excellence to his work with VIG Partners
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Press Release October 13, 2021
US SIF Statement on Today's Release of Department of Labor Proposed Rule on ESG and Proxy Voting in ERISA Plans
Lisa Woll, CEO of US SIF, released a statement on the Department of Labor (DOL) proposed rule, "Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights."
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Press Release October 6, 2021
FTF Investments Teams Up with Omega Industrial Realty, LLC to Purchase $18M Logistics Facility to Support John Deere Operations
Official closing date was Tuesday, October 5, 2021
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Press Release September 9, 2021
Shijun Liu, CFA, CIPM, CFP®, has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
Mr. Liu celebrates more than 15 years in financial advising and investment management
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Press Release August 26, 2021
Michael S. Minces, JD, has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
Mr. Minces helped to transform the alternative asset industry with an innovative business model
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