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Charter Tax Shortlisted for 'Boutique Firm of the Year' Award

2017-07-15 | Local Kent Accountancy Firm Shortlisted for Top Prize in The STEP Awards



Popular Sub-Advised Forum heads to The Harvard Club in Boston this Fall

2017-07-13 | Over two days this interactive, networking-driven forum focuses on sub-advised funds - from investment trends to manager research and due-diligence - this event will draw key industry executives from across the country.


Apriem Advisors Opens New Offices for Clients in Los Angeles, San Diego

2017-07-13 | Moves support rapidly growing wealth and investment management firm's expansion of its Industrial Retiree Practice, enhance client relationships across broader region


Capital Teas Files Voluntary Chapter 11 To Enable Restructuring

2017-07-12 | The Company intends to consolidate its retail operations around its 12 remaining stores in MD, DC, VA, and FL plus its fast-growing online business.


Lee Tagliaferri Recognized by Marquis Who's Who for Excellence in Investment Management

2017-07-12 | A wealth management expert with a highly regarded reputation for excellence, Mr. Tagliaferri came to prominence early in his career as a member of the management training program of the Controllers Division of the Campbell Soup Company


eProseed Migrates Aljomaih's IT Systems to Oracle SuperCluster

2017-07-12 | Aljomaih Holding Company, one of the top 10 investment groups in Saudi Arabia, called upon eProseed's expertise to assist in the migration of its Oracle E-Business Suite environment to Oracle SuperCluster.


Sheila Buska Recognized by Marquis Who's Who for Excellence in Finance

2017-07-12 | Named CFO of the Year for Small Non-profits by the San Diego Business Journal in 2011, Ms. Buska is highly regarded for her three decades of work in finance


Concurrency Wins Microsoft EPG Central Region NSP Partner of the Year Honors at 2017 Microsoft Inspire Conference

2017-07-11 | Concurrency named Microsoft's Central Region National Solution Provider (NSP) Partner of the Year in Enterprise Product Group Awards


Kirk Chisholm Ranked #7 on INVESTOPEDIA 100 List of Top Influential Financial Advisors

2017-07-10 | Kirk Chisholm shows that focusing on a niche and thinking outside the box in the wealth management field resonates with individual investors.



George Walendowski Named a Lifetime Achiever by Marquis Who's Who

2017-07-07 | George Walendowski has been endorsed by Marquis Who's Who as a leader in accounting and finance


SARA Investment Real Estate Names Vice President for the Minnesota Region

2017-07-07 | SARA Investment Real Estate, a full-service commercial real estate investment and brokerage company, is pleased to welcome Tony Phelps as its new Regional Vice President for the Minnesota region.


Isaac Braley, BTS Asset Management President, Appointed Co-Portfolio Manager of the BTS Tactical Fixed Income Fund

2017-07-06 | Braley has served on BTS Asset Management's Investment Committee Since 2001


Redefining the SMART Back-Office: Linedata Releases Latest Version of Linedata Optima Fund Administration BPM Tools

2017-07-05 | Linedata Optima elevates process optimization by providing oversight, transparency and operational risk management capabilities within the back-office operations.


T2 Team, LLC Launches as Newest Certified Partner of The Predictive Index

2017-07-05 | Seattle based consultant using The Predictive Index to help clients maximize workforce productivity


Infosys Finacle Wins Four International Banking Excellence Awards

2017-07-03 | Infosys Finacle, jointly with its clients, has won four awards for banking technology excellence by The Asian Banker.


Pay-O-Matic Stakes Its Claim to the Night

2017-07-03 | With Special Summer Discounts


Pinnacle Holding Company, LLC Announces Two New Board Members

2017-07-01 | Dalton J. Axenfeld, CPA and Elizabeth N. Bartlett Join Pinnacle Board


Royal Canadian Mint Releases Special Coins to Celebrate the 150th Canada Day

2017-07-01 | Canada turns 150 this year and to celebrate the occasion, the Royal Canadian Mint is releasing special collectable commemorative coins.