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Finance

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DPL Financial Partners teams with Lighthouse Life to Provide Life-settlement Options to RIAs and their Clients

2019-07-24 | Advisors seen as uniquely suited to help clients evaluate their ongoing need for legacy life insurance policies


NSV Wolf Capital III Final Close Of Funds

2019-07-23 | Strategic venture capital fund of funds comes to the final close


Vantagepoint AI Named Top 30 Most Innovative Companies

2019-07-23 | Using cutting-edge artificial intelligence, Vantagepoint helps traders and investors make smarter trades so they can retire sooner and profit more.


Diane Ruth Maloney Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who

2019-07-23 | Ms. Maloney has been endorsed by Marquis Who's Who as a leader in the finance industry


Brandon Drespling Celebrated for Dedication to the Field of Financial Planning

2019-07-22 | Mr. Drespling lends more than five years of expertise into his executive positions with Triumph Capital Management.


Mitchell Steven Morrison Celebrated for Dedication to the Fields of Finance and Philanthropy

2019-07-22 | Mr. Morrison channels years of expertise in executive work with Skyway Capital Markets, the Charitable Alliance Foundation, and the Financial Literacy Project


Terralogic Solutions Inc. Invests in Lollypop Design Studio, India's Leading Experience Design Studio

2019-07-20 | Terralogic Solutions Inc., a California based leading global Digital solution provider today announced it has entered into a definitive agreement with Lollypop Design Studio.


Ann-Marie Bartels, AAP, Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who

2019-07-19 | Ms. Bartels has been endorsed by Marquis Who's Who as a not-for-profit association executive


Coach Legend: From 9-5 To 7-Figure Wealth Coach

2019-07-19 | At 33 years old, Coach Legend, CEO of Legend Credit Repair, has built a 7-figure credit empire focused on helping thousands of people reach their own version of the American Dream.


Free Software Solution to Protect Consumers Against Fraudulent Debt Recovery Practices

2019-07-18 | Debt Resolution Technology to Alleviate Alarming CFPB Findings and Disrupt Debt Settlement Industry


Financial Advocates' Advisor and Partner in Philanthropy, Julie Rothmeier, Honored by Invest in Others

2019-07-18 | Rothmeier Earns Honorable Mention for the Volunteer of the Year Award in the 2019 Invest in Others Awards.


Transworld Business Advisors Ranked A Top Franchise in Entrepreneur Magazine's Highly Competitive Annual Franchise List

2019-07-16 | Company Named to Top 500 List, Top Franchises for Under $100,000 and Fastest Growing Franchise


Glenn S. Harper Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who

2019-07-16 | Mr. Harper has been endorsed by Marquis Who's Who as a leader in the field of business consulting


Brian Ross Selected For "America's Best Real Estate Professionals: Florida Individuals"

2019-07-16 | Brian Ross of Boca Raton, Florida has been honored with a recognition by Realtrends.com in its selection of "America's Best Real Estate Professionals: Florida Individuals."


Gordon J. Morris Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who

2019-07-15 | Mr. Morris has been endorsed by Marquis Who's Who as a leader in the finance industry


Financial Advocates Continues To Attract Advisors with Expanded Custom Services Program

2019-07-12 | In 2018, Financial Advocates added financial planning, para-planning, investment trading, marketing, website design, and virtual broker to their existing custom services program.


Commercial Real Estate Finance (CRE-Finance) has been retained to arrange $60 Million in Financing for Two Assisted Living/Memory Care facilities in New York and Ohio

2019-07-11 | CRE-Finance recognizes the needed for Senior Living. Statistics from AARP show now until 2030, 10,000 Baby Boomers each day will hit retirement age.


Charney Investment Group Attends 25th Top Producers Conference in Maui, Hawaii, Places 2nd for Top Practice in 2018, Team Division

2019-07-11 | Charney Investment Group Places 2nd for Top Practice in 2018, Team Division


Robert Truman Handy Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who

2019-07-11 | Mr. Handy has been endorsed by Marquis Who's Who as a leader in the fields of finance and education


Kevin Smith to Speak at In|Vest Digital Wealth Management Event

2019-07-11 | Kevin Smith will participate on a panel titled "The Present and Future of the Advisor Desktop"