Search News by Tag: financial planning
1074 news stories found
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April 16, 2026
Doyle Law Group, P.A., a Raleigh divorce law firm, has released a new resource examining how divorce cases change when higher income and complex assets are involved.
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April 14, 2026
Harsh Malhotra is recognized for her tenured background with Genpact as the Director, Transformation & Program Management Consulting
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April 14, 2026
Veteran Finance Executive from $2B+ Enterprise Joins to Support Next Phase of Growth and Operational Excellence
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April 13, 2026
Zlatan Nathan Mujagic, MBA, CGMA, is recognized for excellence in the financial services industry
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April 10, 2026
Dean Khatib, founder and chief executive officer of Desla Wealth Management, is a trusted financial advisor who delivers personalized strategies and a level of care that makes every client feel like family
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April 9, 2026
Denver-based investor Eric Koeplin pledges to help build financial knowledge and literacy in the next generation, with a focus on Gen Z and Gen Alpha.
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April 8, 2026
C.J. Morgan recognized as a financial adviser at Benjamin F. Edwards & Co.
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April 3, 2026
Kelsey Daugherty is a senior advisor at Ashwood Financial Partners
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April 2, 2026
Alejandro S. Richardson, SE-AWMA, CRPC, brings more than a decade of experience in financial solutions and service in the United States Navy to his leadership role with Wells Fargo Advisors
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April 1, 2026
Industry-first integration now gives producers in 28 states and territories instant reporting of completed CE credits on their SBS transcripts within minutes, not days
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March 25, 2026
Cesar Ravan is recognized for over 15 years of dedicated service in the finance industry - Cesar has also been awarded Best in State on Forbes Magazine in 2025.
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March 25, 2026
Byng's leadership spans financial analysis, enterprise operations, strategic planning, and national-level coordination. Across every stage of his career, he has emphasized accountability, measurable outcomes, and disciplined decision-making.
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March 20, 2026
Tony Fontana earns prominent placement in Millennium Magazine's Twenty-second Edition
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March 20, 2026
Rajesh Grover celebrated for more than 25 years of professional success
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March 18, 2026
Independent editorial list recognizes 15 Microsoft Dynamics 365 financial management add-on tools for budgeting, tax compliance, revenue recognition, subscription billing, utility billing, reporting, pricing management, and AI for finance.
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March 18, 2026
For the third year in a row, the T3 Inside Information Software Survey recognized DPL Financial Partners as the market share leader among insurance platforms in the advisor life insurance and annuity space
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March 17, 2026
Canadian author Stephanie Sirot explores saving, investing, and financial decision-making while helping readers navigate the growing volume of repetitive and conflicting personal finance advice.
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March 17, 2026
Waris Pasha recognized as the Chief Financial Officer of Archaea Energy, a bp company
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March 17, 2026
Carlos Dragonetti honored for over 35 years of professional success
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March 5, 2026
Tina Rose is an executive advisor and resilience architect known for strengthening executive clarity, aligning enterprise interdependencies, integrating AI governance, and embedding a culture of resilience that safeguards value and reputation.
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