wealth management news and press releases tagged with wealth management

Press Releases with tag "wealth management"

Kelly Crane, CFP®, Celebrates 30 Years Reducing Risk, Protecting Clients' Wealth
i-Newswire, 2014-04-09
After experiencing personal financial loss, Crane became a financial advisor to help others build a secure future through holistic wealth management. His success not only benefits his company, but the community where he lives through giving back.

Olympian Group Welcomes Senior Managing Director and Chief Strategist
i-Newswire, 2014-02-10
Scott Fullman, CMT to Join Olympian Group in Fort Lauderdale, FL

VisionQuest and the Personal CFO Role
i-Newswire, 2013-11-30
VisionQuest has created a business model that brings together the breadth of expertise and scale to service individuals and families in the same boutique manner as a single-family office.

Marks Group Wealth Management 2013 NABCAP Advisory Practice
i-Newswire, 2013-11-25
Marks Group Wealth Management designated as a premier advisory practice in Minneapolis by the National Association of Board Certified Advisory Practices

Sapers & Wallack, Inc. Recognized as Leader in Financial Services Industry
i-Newswire, 2013-11-06
Sapers & Wallack, a leader in the financial services industry, has been named one of the Top 100 Women-Led Businesses in MA by the Boston Globe and one of the Largest Employee Benefit Firms in MA by the Boston Business Journal.

Privatimus Now Providing Security and Risk Mitigation Exclusively for Family Offices, Exposed Persons, Wealth Management and Corporate Clients
i-Newswire, 2013-10-17
Headquartered in Hamburg, Germany, Privatimus provides security and consulting services to an exclusive group of clientele around the world.

Robert M. Cheney NABCAP Advisor
i-Newswire, 2013-08-05
Robert M. Cheney, CFA, CFP of Westridge Wealth Strategies Designated as a Premier Advisor in the San Francisco Bay Area by the National Association of Board Certified Advisory Practices

Michael Pellman Rowland Is Your Go-to Expert for LGBT Financial Planning
i-Newswire, 2013-08-01
The DOMA and Prop 8 Supreme Court cases have brought much needed attention to financial planning for LGBT couples. This piece highlights Michael Pellman Rowland as an expert in this field.

Fiducia Wealth Management Company Wins National Award
i-Newswire, 2013-03-29
Fiducia Wealth Management has received the prestigious Money Marketing Award for Best Small Company IFA

BKD Wealth Advisors' Gretchen Cliburn Named Chair of Financial Planning Committee
i-Newswire, 2013-03-21
Jack Thurman, president of BKD Wealth Advisors, LLC, is pleased to announce that Managing Advisor Gretchen Cliburn has been named chair of BKD Wealth Advisors' Financial Planning Committee.

Grace Kvantas Completes First Course to Becoming a CFP®
i-Newswire, 2013-01-30
Grace completed the financial planning process course and is currently taking the second course on insurance planning and risk management.

Pensions & Investments Names Balentine "Best Place to Work"
i-Newswire, 2012-12-27
Pensions & Investments names Balentine "Best Place to Work in Money Management." Balentine places second nationally among firms with fewer than 100 employees

World Economic Projections for 2013
i-Newswire, 2012-12-20
The Commercial Finance Association South Florida Chapter (CFA South Florida) Presents World Economic Projections for 2013

BKD Wealth Advisors Adds Office Director for Dallas Practice
i-Newswire, 2012-12-13
Jack Thurman, president of BKD Wealth Advisors, LLC, is pleased to announce the addition of David Richards as managing advisor.

BKD Wealth Advisors Professional Receives IACCP® Designation
i-Newswire, 2012-12-06
Jack Thurman, president of BKD Wealth Advisors, LLC, is pleased to announce that Nicole Chapman has received the Investment Adviser Certified Compliance Professional® designation.

PlanPlus Launches German Version Of Software At Berlin Financial Planner Forum
i-Newswire, 2012-11-22
PlanPlus announced today the release of its PlanPlus Planit financial planning software for Germany.

Maxim Trader Sets International Money Fair, Nov. 23-25 in Shanghai
i-Newswire, 2012-11-18
The international money fair targets corporate investors, corporate account holders, mid income group, bulk account holders, new and existing investors, agents, , loan seekers, foreign accounts, etc.

PlanPlus Announces Major Rollouts and Releases
i-Newswire, 2012-11-13
PlanPlus announced today that it had rolled out the PlanPlus Planit financial planning software for users in an additional 10 countries for two major banks.

BKD Wealth Advisors Announces Office Director Promotion
i-Newswire, 2012-10-03
BKD Wealth Advisors promotes Amy Frizzell to Office Director for the Indianapolis, Indiana practice.

BKD Named a 2012 Wealth Magnet
i-Newswire, 2012-09-21
Accounting Today Names BKD Wealth Advisors to Top Firms by AUM List

August 2012- Future Kapital AG Researcher Goes Awol
i-Newswire, 2012-09-15
Having been in talks with major institutions in Shanghai, Beijing and Tokyo one of the top researchers from Future Kapital was recently un-contactable for three whole days.

Balentine Announces 2nd Annual Summer Reading List
i-Newswire, 2012-05-22
Balentine, an independent, employee-owned investment advisory firm serving individuals, families and not-for-profit institutions, announced its 2012 Summer Reading List today. This list of 11 books covers a range of genres and subject areas.

Sphinx Asia Launches New Online Information Suite
i-Newswire, 2012-04-10
Sphinx Asia will provide you with the advice, management and support from our team of professionals.

Alpha Capital Is Declared Winner Of CNBC Best Financial Advisor Award For National Category
i-Newswire, 2012-03-15
Alpha Capital makes history by winning one of the the biggest award at the recently held CNBC Financial Advisor award cermony.

Sterling Financial Services, LLC Enhances the Wealth Management Process
i-Newswire, 2012-02-22
Sterling Financial Services, LLC recently affiliated with one of the nation's leading consulting organization, Peak Advisor Alliance.