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Investment Services News from Mortgage & Finance News magazine
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.
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."
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.
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.
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.
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).
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."
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Mortgage and Finance News: (TAMPA, Fla.) Camp Hill, Pennsylvania based independent financial services firm, Conte Wealth Advisors, LLC (CWA), has welcomed its first Tampa, Florida advisor, Robert Seaman, to its advisory team.
Mortgage and Finance News: (PITTSBURGH, Pa.) Valentis recently engaged OGGI EQUITY, the European private equity consultancy and financial firm, to consult, advise, and guide Valentis on strategic planning in equity, corporate compliance, stock market goals, European development, and other expansion or focus areas.
Mortgage and Finance News: (TAIPEI, Taiwan) Taiwan based investment house, Ward Henderson Management is pleased to announce the launch of its annual scholarship essay writing competition. Forming a part of the company's social responsibility program, the competition aims to encourage academically skilled students completing their final year of secondary school to pursue higher education.
News: Klingenstein Fields Wealth Advisors Ranked in Financial Times 2018 Top 300 Registered Investment Advisers
Mortgage and Finance News: (NEW YORK, N.Y.) KFWA (Klingenstein Fields Wealth Advisors) is pleased to announce it has been named to the 2018 edition of the FT 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fifth annual FT 300 list, produced independently by the FT in collaboration with Ignites Research.
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