Investment Services

Investment Services

Investment Services News from Mortgage & Finance News magazine

Investment Services

Investment Services
Investment Services News from Mortgage & Finance News magazine

News: Luma Wealth Has Formed an Advisory Council

Mortgage and Finance News: (CLEVELAND, Ohio) Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.

News: Rockfleet Announces Availability of CapRaize

Mortgage and Finance News: (NEW YORK, N.Y.) Rockfleet Financial Services, Inc. ("Rockfleet") announced today immediate availability of CapRaize℠, enabling entrepreneurs and qualified all-stage companies seeking capital to connect seamlessly with all classes of investors, including crowdfunding enthusiasts, accredited investors, qualified purchasers, institutions, and family offices.

News: New, high performance weekly signals are now available for ETF future and option traders

Mortgage and Finance News: (JACKSONVILLE, Fla.) HottingerSignals.com, LLC is proud to announce the release of its newest algorithm for producing weekly trading signals on 5 ETF's: SPY, QQQ, GLD, IWM, XBI, and their parallel E-Mini futures.

News: Keith Eckhardt Takes Over Colorado Springs Edward Jones Branch Office

Mortgage and Finance News: (COLORADO SPRINGS, Colo.) Keith Eckhardt has been named to take over the local Edward Jones office located at 1763 South 8th Street, Ste 1, in Colorado Springs, Colorado, the firm announced today. Eckhardt transferred to the Cheyenne Canyon community from an Edward Jones office in the Widefield community.

News: Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List...

Mortgage and Finance News: (WARRENVILLE, Ill.) Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list.

News: Fairport Wealth Announces 2021 Community Beacon Recipient

Mortgage and Finance News: (CLEVELAND, Ohio) Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, "The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a hand to the Food Bank. Its mission closely aligns with our goal of helping families."

News: Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF Advisors

Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm.

News: PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management, Creating Multi-Generational Wealth Management Firm

Mortgage and Finance News: (JACKSONVILLE, Fla.) PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management - a fee only financial planning firm specializing in investment management and life-stages planning for growing families.

News: Edward Jones Financial Advisor Keith Eckhardt Says Plan for the Expected – and the Unexpected

Mortgage and Finance News: (COLORADO SPRINGS, Colo.) Colorado Springs investors preparing for or living in retirement need to plan for the expected while preparing for the unexpected − and position their investment portfolios for both, says Keith Eckhardt, an Edward Jones Advisor in Colorado Springs, Colorado.

News: Edward Jones Adds Financial Advisor Keith Eckhardt

Mortgage and Finance News: (COLORADO SPRINGS, Colo.) Edward Jones Financial Advisor Mike Biehl announced today that Financial Advisor Keith Eckhardt, has joined his office in Colorado Springs on October 14, 2020.

News: FIDUCIARY INSURANCE SERVICES LLC to provide Integrative wealth management and insurance advice to sponsoring financial institutions

Mortgage and Finance News: (NEW YORK, N.Y.) Fiduciary Insurance Services, LLC (FIS) announces its launch today as a provider of strategic consulting, insurance advice, and investment advice, on an hourly or retainer basis, to financial institutions seeking to participate in a growing trend for insurance distributed via fiduciaries.

News: Klingenstein Fields Wealth Advisors (KFWA) will now be known as Klingenstein Fields Advisors

Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors).

News: Andrew Crofton Joins Klingenstein Fields Wealth Advisors as a Managing Director

Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Wealth Advisors (KFWA), a wealth management firm with approximately $4 billion in assets under management, is pleased to announce that Andrew Crofton has joined the firm as a Managing Director.

News: MPI REPORT: Wide Range of Private Market Fund Returns Could Explain Ivy Endowments’ Lackluster Fiscal 2019 Performance

Mortgage and Finance News: (SUMMIT, N.J.) Markov Processes International (MPI), a leading provider of investment research, analysis and reporting solutions for the global wealth and asset management industry, today announced the publication of its annual Ivy League endowment performance analysis for the latest fiscal year, "Measuring the Ivy 2019: Decoding the Performance Gap."

News: Fairport Wealth Announces 2020 Community Beacon Recipient

Mortgage and Finance News: (CLEVELAND, Ohio) Fairport Wealth is pleased to announce its support of Shoes and Clothes for Kids (SC4K) as its 2020 Community Beacon recipient. For 50 years, SC4K has been removing barriers to school attendance by providing essential school supplies such as school shoes and uniforms for kids in need.

News: Best Financial Life Launches Deliberate Money Moves Podcast

Mortgage and Finance News: (DANVILLE, Calif.) Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how to make better, more beneficial decisions when it comes to their financial landscape.

News: Conte Wealth Advisors Opens York PA Office Continuing Expansion

Mortgage and Finance News: (CAMP HILL, Pa.) Camp Hill based Conte Wealth Advisors continues its considerable expansion efforts opening an office at 1423 E Market St in York and welcoming two seasoned advisors into the organization.

News: Beyond AUM Co-Founder Nima Tolooi Named One of Crain’s 2019 Notable Entrepreneurs

Mortgage and Finance News: (CHICAGO, Ill.) Nima Tolooi, co-founder of Beyond AUM, has been named one of Crain's Chicago Business's 2019 Notable Entrepreneurs. Crain's list of Notable Entrepreneurs features 44 businesspeople who have identified needs and untapped opportunities in the market; organized and run companies; and taken on greater-than-normal financial risk to achieve success

News: Paul B. Stetz Joins Fairport Wealth

Mortgage and Finance News: (CLEVELAND, Ohio) Fairport Wealth (formerly Fairport Asset Management) announced today the appointment of Paul B. Stetz as Chief Operating Officer and member of the Executive Leadership Team.

News: Gentry Wilson Partners – China Debt Continues to Rise

Mortgage and Finance News: (TAIPEI CITY, Taiwan) After the poorest quarterly performance in almost three decades during the period from April to June this year, Gentry Wilson Partners analysts say China is clearly facing serious economic challenges. The world's second largest economy was once the most rapidly expanding, benefitting from inexpensive labor and sizeable government spending on infrastructure.

News: Memphis-based Venture Capital Firm Innova Announces Sale of Portfolio Company Arkis Biosciences to Integra LifeSciences

Mortgage and Finance News: (MEMPHIS, Tenn.) Innova Memphis, a Memphis-based early stage venture capital firm, is pleased to announce the acquisition of its portfolio company Arkis Biosciences. Knoxville-based Arkis, a neuro-surgical medical device company, has been acquired by Integra LifeSciences Holding Corporation, a leading medical technology company.

News: Ward Henderson Management – Germany’s Economic Gloom Could Continue

Mortgage and Finance News: (TAIPEI, Taiwan) Ward Henderson Management - German economy shows signs of weakening further due to downside risks. In May, an important indicator of overall economic health, declined by more than expected. Germany's manufacturing industry reported poor growth, prompting concerns about the Eurozone's economic wellbeing.

News: Financial Research Firm Reveals New FLEX-10 Index to Track Performance of the Market’s Top Ten Stocks

Mortgage and Finance News: (BALTIMORE, Md.) Charles Street Research (CSR), a financial research and publishing think tank based in Baltimore, Maryland, recently revealed a brand new performance index for one of their top research services.

News: Warrington Shaw – Singapore Factories Stop Hiring Amid Falling Exports

Mortgage and Finance News: (TAIPEI, Taiwan) Warrington Shaw says Singapore's exports hurt by falling demand from China as trade war escalates. A recent dramatic decline in Singapore's exports has underlined the seriousness of economic problems in Asia. Singapore is traditionally one of the world's most trade-dependent economies and economists at Warrington Shaw say this makes it a good gauge for the health of other economies in the region.

News: The Solaris Group, LLC Joins Klingenstein Fields

Mortgage and Finance News: (NEW YORK, N.Y.) The Solaris Group (Solaris), a New York-based wealth advisor and investment consultant to non-profit organizations, today announced that it is joining KF Group LP, an affiliate of Klingenstein Fields Wealth Advisors (KFWA), a complementary wealth advisor also based in New York.

News: Klingenstein Fields Wealth Advisors Acquires Assets of The Solaris Group LLC

Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Wealth Advisors (KFWA), a leading independent wealth advisor based in New York, today announced the acquisition, through its affiliate KF Group LP, of the assets of The Solaris Group, LLC (Solaris), a complementary New York-based wealth advisor. Together, the combined firm will have over $4.0 billion in assets under management.

News: Jessica Merino Receives the Young Entrepreneur Award from NAWBO Chicago

Mortgage and Finance News: (CHICAGO, Ill.) On Monday, May 6, 2019, Jessica Merino of Merino Wealth Management received the Young Entrepreneur Award at the Annual Celebration NAWBO Chicago Achievement Luncheon.

News: Radford Taylor Partners – Singapore’s Economic Outlook Gloomy

Mortgage and Finance News: (TAIPEI, Taiwan) The writing was on the wall for Singapore's economy when the country's non-oil exports extended their double-digit decline for the second straight month prompting renewed concern from Radford Taylor Partners analysts that GDP forecasts would be cut for 2019.

News: Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor

Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Jaime Steers has joined the firm as a Director, Wealth Advisor.

News: A New Light in Fort Collins – Brightscape Investments Integrity, Truth, and Trust

Mortgage and Finance News: (FORT COLLINS, Colo.) Brightscape Investments (Brightscape Investment Centers) was founded by Eric Weiss, a Certified Financial Planner(tm) professional, who saw clients' best interests not being served while working at a large financial institution. This experience motivated Eric to start a company that put the client's interest first.