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DPL Financial Partners Welcomes Ameritas to Commission-Free Insurance Network for RIAs
2019-04-11 | Ameritas' fee-only variable universal life and variable annuity products now available to DPL member firms
Ackerman & Co. Brokers 12,020 SF Lease with Law Firm at 55 Allen Plaza in Downtown Atlanta
2019-04-10 | Ackerman SVP Del Early represents tenant Stewart Trial Attorneys
Roberta Lee White Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-04-10 | Ms. White has been endorsed by Marquis Who's Who as a leader in the finance industry
Seven Canyons World Innovators Fund Receives Refinitiv Lipper Award
2019-04-10 | Best fund over 10 years among global small-/mid-cap funds 2019
Cathedral Corporation Licenses DeepTarget for Financial Services Clients
2019-04-10 | Sharing a common vision of transformative marketing, Cathedral will deploy DeepTarget's intelligent marketing and sales campaigns in eStatements and Print
Michigan and Federal Legislation Mandates E911 Compliance
2019-04-10 | Michigan E911 Enterprise Security Summit Planned May 14th in Southfield
Jeffrey Rasmussen Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-04-09 | Jeffrey Rasmussen has been endorsed by Marquis Who's Who as a leader in the finance industry
Brion Collins to Speak at Institutional Investor RIA Central Investment Forum
2019-04-08 | The Forum fosters discussion among senior executives from independent RIAs and multi-family offices on investment trends and practice management strategies
Take The Lead's 50 Women Can Change The World Announces 2019 Finance and Healthcare Programs
2019-04-06 | Attendees Will Transform Their Relationship with Power, Secure Increased Work Recognition and Forge New Partnerships
Vantagepoint AI Named 2019 Most Trusted Online Trading Software Solution
2019-04-05 | Global Business Insight has recognized Vantagepoint for its artificial intelligence software that empowers traders around the world daily.
Joseph R. Accardi Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-04-05 | Joseph R. Accardi has been endorsed by Marquis Who's Who as a leader in the finance industry
McClure, GenX Capital Become First Firm To Finance An Opportunity Zone Project
2019-04-03 | This past month, the firm closed on the redevelopment financing of 333 Water Street in downtown Augusta, Maine, allowing the developers to become the first participants in the Federal Opportunity Zone Program nationwide
Right Key Mortgage, LLC.'s Talita Guerrero Ranked as One of the Nation's Top Originators
2019-04-03 | Scotsman Guide Releases Top Originators 2018 Rankings
Mark Schuchardt Earns Chartered Special Needs Consultant® Designation
2019-04-03 | Schuchardt joins other ChSNC® designees who have completed three advanced financial planning courses that focus on the ins and outs of advising clients and families with special needs.
Atlantic Home Mortgage's Tony Davis Ranked as One of the Nation's Top Originators
2019-04-02 | Scotsman Guide Releases Top Originators 2018 Rankings
David Eghbali Ranked as One of the Nation's Top Originators
2019-04-02 | Scotsman Guide Releases Top Originators 2018 Rankings
Praxis Mutual Funds Recognized by Morningstar for Proxy Voting Consistent with Stated Climate-Related Mandates
2019-04-01 | Nine specialist ESG firms highlighted for uniformly supporting climate-related resolutions
Bronfman Rothschild Named a 2019 "Best Places to Work for Financial Advisers" by InvestmentNews
2019-04-01 | The list is based on employer and employee surveys delving into everything from company culture and benefits to career paths and more
Calamos Wealth Management Appoints Nancy E. Anderson J.D. as New Head of Wealth Strategy and Trust Services
2019-04-01 | Industry veteran and attorney to play key role in firm-wide 'team-of-professionals' model