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Top Tier Compliance Consulting Firm goes NexTier in Strategic Partnership, Disrupting Target Market Verticals for Both

2017-09-19 | Compliance Risk Concepts and Nextier Consulting Solutions team up to serve strategic and tactical needs of the investment management community.


2018 Covered California Open Enrollment Is Coming! (Technically, So Is Winter)

2017-09-19 | Your Guide To Successfully Surviving And Saving With The 2018 Covered California Marketplace Open Enrollment


eProseed to co-host Oracle Process, Integration & API CAB in San Francisco

2017-09-19 | eProseed, together with the Oracle Process, Integration & API Product Management team, will be hosting the next Process, Integration & API Customer Advisory Summit in San Francisco.


Dennis J. Aigner, PhD Named a Lifetime Achiever by Marquis Who's Who

2017-09-19 | Dr. Aigner has been endorsed by Marquis Who's Who as a leader in the field of environmental business


Sarkis Joseph Khoury, PhD, Named a Lifetime Achiever by Marquis Who's Who

2017-09-19 | Dr. Khoury has been endorsed by Marquis Who's Who as a leader in the fields of higher education and politics


Bronfman Rothschild Opens Reston, Virginia Office

2017-09-19 | Investment Advisor expands presence in DC area with first Virginia location


Financial Advocates Transitions Michael Pickett to Independence

2017-09-19 | We are navigating the landscape for our advisors and providing guidance, oversight and support so they can worry less and grow their business with confidence.


Ukrainian Startup Pavilion Invites Friends to TechCrunch Disrupt San Francisco 2017

2017-09-18 | Angel investors Zhenya Rozinskiy and Nick Bilogorskiy will introduce 15 Ukrainian startups during the most exciting tech conference in SF.


FinFolio Launches FinFolio 2.0 App for Wealth Management and Trading

2017-09-18 | FinFolio 2.0 is a web app for professional wealth managers that does portfolio management, performance reporting, dashboards, billing, trading and client portals


A Revolutionary Decentralized Investment Intelligence Platform "Wealthium" was just Announced!

2017-09-17 | Make investment intelligence accessible and empower people to grow their wealth


Susan G. Komen Orange County Sponsors National Award-Winning Free Estate Planning Workshop Series

2017-09-17 | Free eight-week workshop series empowers Orange County residents with financial and estate planning education


Financial Advocates Welcomes Lawrence Weller

2017-09-16 | Weller is the 23rd advisor to join Financial Advocates this year


Apriem Advisors Adds Two Members To Wealth Management Team

2017-09-16 | New hires lend expertise in portfolio administration, financial planning to rapidly growing Southern California firm


ASC Offers MiFID II-Compliant Recording for Financial Institutions

2017-09-16 | ASC announced its recording and analytics suite for compliance will help banks comply with stringent documentation requirements and detect compliance violations using automated analytics tools.


Advisor Websites Ranks No. 146 on the 2017 PROFIT 500

2017-09-15 | Canadian Business unveils 29th annual list of Canada's Fastest-Growing Companies


Muangthai Leasing PCL (MTLS TB) Leadership Visits U.S. Cities for Non-Deal Roadshow

2017-09-15 | Dr. Chuchat Petaumpai and Mr. Parithad Petampai were hosted in the U.S. by institutional equities broker Decker & Co.


US SIF Foundation Releases Resource Guide For Retail Investors: "Getting Started in Sustainable and Impact Investing"

2017-09-14 | This resource is a concise guide for retail, non-accredited investors exploring investment options such as mutual funds, ETFs, and direct ownership of stocks, as well as information on seeking professional investment help.


Wisconsin Bank & Trust Names Curtis Chrystal President and CEO

2017-09-14 | Current president and CEO Kevin Tenpas will assume the position of president and CEO of Rocky Mountain Bank in Billings, Montana


Realty411 Hosts San Diego Real Estate Conference this Saturday Uniting Local and Out-of-State Investors for One Day

2017-09-14 | Celebrate Ten Years of Publishing with the Only Real Estate Investor's magazine owned by active California investors whose mission is to help others learn about the benefits of owning real estate as a means of creating long-term wealth.


Buyside Announces the First Franchise-Wide Adoption of its Buyer-Data Solution

2017-09-13 | Berkshire Hathaway HomeServices will leverage the Buyside platform on behalf of all its franchisees