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: 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 for 2022! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.

News: Nine Southwestern Investment Group Advisors Named to Forbes’ 2022 List of Best-In-State Wealth Advisors

Mortgage and Finance News: (FRANKLIN, Tenn.) Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive VP, Luke Aull, Senior Executive VPt, Mark Deering, Senior Executive VP, Tommy Doerfler, Senior Executive VP, John Nail, Senior Executive VP, Tyler Nace, Executive VP, Matt Atchison, Executive VP, and Michael Purifoy, Senior Executive VP, all of Southwestern Investment Group, Franklin, TN were among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors.

News: Southwestern Investment Group Celebrates 20th Anniversary

Mortgage and Finance News: (FRANKLIN, Tenn.) Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation's fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.

News: Financial Advisor Keith Eckhardt of Edward Jones Receives Chartered Retirement Plan Specialist® Designation

Mortgage and Finance News: (COLORADO SPRINGS, Colo.) Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist.

News: Fairport Wealth Announces 2022 Community Beacon Recipient

Mortgage and Finance News: (CLEVELAND, Ohio) Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech Brook's mission.

News: Blaylock Van Serves as Co-Manager for $1.5 Billion State Street Debt Issuance

Mortgage and Finance News: (NEW YORK CITY, N.Y.) Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment firm, recently announced as co-manager for State Street Corp.'s $1.5 debt issuance. The senior unsecured debt issuance, part of State Street's DE&I focus, involved four black-owned investment firms.

News: Jennifer Oliverio Takes Over Local Edward Jones Branch Office

Mortgage and Finance News: (PUEBLO, Colo.) Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.

News: Galway Holdings Announces Formal Close of MAI Capital Management Deal

Mortgage and Finance News: (SAN FRANCISCO, Calif.) Galway Holdings ("Galway") today announced its investment in MAI Capital Management, LLC ("MAI") has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies.

News: Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2021

Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron's Top 100 RIA Firms for 2021. This is Barron's sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

News: Alyssa Gelper Joins Klingenstein Fields Advisors as a Managing Director, Senior Advisor, in New York

Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.

News: Financial Advisor Keith Eckhardt of Edward Jones Receives Accredited Asset Management Specialist® Designation

Mortgage and Finance News: (COLORADO SPRINGS, Colo.) Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has achieved the professional designation of Accredited Asset Management Specialist®.

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.