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: 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.

News: Conte Wealth Advisors Opens Office in Tampa, Florida

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.

News: Valentis International Engages OGGI EQUITY, Europe

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.

News: Ward Henderson Management to Sponsor Scholarship Writing Competition

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.

News: Philadelphia Commercial Capital Advisory CEO Discusses the Current State of the Commercial and Multifamily Finance Market

Mortgage and Finance News: (PHILADELPHIA, Pa.) Rittenhouse Capital Advisors is a commercial real estate finance advisor with over 60 years of combined banking experience. Currently in its fourth year of operation, Rittenhouse Capital has increased its loan production volume by a minimum of 30 percent year over year by delivering creative commercial financing solutions for their real estate investor clients.

News: EPIC and Qualified Plan Advisors Announce Collaboration Agreement for the Benefit of Ascende Wealth Advisor Retirement Plan Consulting Clients

Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants (EPIC), the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today a collaboration agreement between EPIC's Houston-based Ascende Wealth Advisors, Inc. (AWAI) and Qualified Plan Advisors (QPA), a division of Prime Capital Investment Advisors. QPA is a federally regulated investment advisor with more than 30 years of specialized expertise in 401k planning advisory services and private wealth management advisory services.

LiveTraders Announces Launch of its Scholarship Program for Stock Market and Forex Traders

Mortgage and Finance News: (NEW YORK, N.Y.) Celebrating the breakthrough success of their education and training programs for Stocks, Options and Forex professional traders Live Traders have decided to give back to the financially less fortunate. The educational platform recently celebrated the launch of the Live Traders Scholarship Program where qualified students have a chance to go through the Live Trader training program for free or at dramatically deep discounts.

Luma Wealth Advisors: Understanding Women’s Wealth Needs

Mortgage and Finance News: (CLEVELAND, Ohio) Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably "yes" and the recently launched Luma Wealth Advisors is ready to meet their planning needs.

ArteQuesta signs Ziv Koren, Award-Winning, Critically Acclaimed Photo Journalist

Mortgage and Finance News: (MILL VALLEY, Calif.) Fine Art Investment firm ArteQuesta announces the exclusive USA representation of world-renowned Israeli Photo Journalist, Ziv Koren. In signing with ArteQuesta, Koren stated, 'I'm very excited and looking forward to a fruitful collaboration. Through my photography, I'd rather be honest than impressive.'

Developer OPTIMA expands and launches its first project in the Orlando Walt Disney World area

Mortgage and Finance News: (MIAMI, Fla.) OPTIMA, an international developer headquartered in Sao Paulo, Brazil, announces its expansion into the Orlando region and is launching its first project there today, the 'Regal Palms Elite Townhomes.'

Klingenstein Fields Wealth Advisors releases White Paper on alternative investments

Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Wealth Advisors has released a white paper discussing the role of alternative investments in a diversified portfolio. Many investors today are looking for new sources of diversification and uncorrelated sources of return. As a result, alternative investments have experienced significant growth, particularly among high-net-worth investors.

BNP Paribas Brings SmartStops Online Risk Management Tools to Italian Finance Market

Mortgage and Finance News: (SAN FRANCISCO, Calif.) SmartStops, an online service that helps investors of all levels manage investment risk, announced today that it has extended its relationship with BNP Paribas and is now available to investors in the Italian market.

Art Portfolio Management System launched by Fine Art Investment Firm ArteQuesta

Mortgage and Finance News: (MILL VALLEY, Calif.) ArteQuesta announces its new software for art collectors, the Art Portfolio Management System. 'From a collector's standpoint, our software offers simplicity for managing a collection without cutting corners or lowering standards,' comments Rayah Levy, ArteQuesta's Founder and Director.

EB-5 Investment for Caffe Primo San Diego approved by U.S. Citizenship and Immigration Services

Mortgage and Finance News: (COSTA MESA, Calif.) PDC Capital Group LLC has announced that United States Citizenship and Immigration Services has approved an I-526 petition filed by an investor in a new Caffe Primo restaurant in San Diego.

ArteQuesta announces a new art investment program in its support for veterans and military families

Mortgage and Finance News: (MILL VALLEY, Calif.) ArteQuesta today announced a new art investment program in its support for veterans and military families. The fine arts investment company believes that every opportunity for the enjoyment of art, including the opportunity for art investment, should be given to those who serve the United States.

ArteQuesta announces updated Web Portal Providing Collectors and Art Investors with Art Market Intelligence

Mortgage and Finance News: (MILL VALLEY, Calif.) ArteQuesta, a fine arts investment company is pleased to announce the launch of its new website at artequesta.com. ArteQuesta's web portal is designed to assist collectors, patrons, art professionals, and individuals in making thoughtful decisions for establishing or maintaining an art-investment portfolio.

On ‘Market Wrap with Moe Ansari,’ Financial Consultant and Author Ed Carlson Discusses How to Time Stock Market Cycles

Mortgage and Finance News: (NEWPORT BEACH, Calif.) On Feb. 20, 'Market Wrap with Moe Ansari' will host Ed Carlson, author of 'George Lindsay's An Aid to Timing' (ISBN: 978-0615720371). There are many methodologies for deciding when to buy and sell in the stock market, and the right advice can be invaluable.