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Banking & Financial
6546 total news stories found.
Travis Godley, of Godley Wealth Management, Wins Best Financial Advisor of Acadiana for 2019
2019-08-06 | Travis Godley Named Best Financial Advisor of Acadiana for 2019.
Evan Altman Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-08-06 | Mr. Altman has been endorsed by Marquis Who's Who as a leader in the legal industry
Calamos Wealth Management's SVP Anita Knotts Recognized as an InvestmentNews 2019 Excellence in Diversity and Inclusion Awards Winner
2019-08-05 | One of 13 winners nationwide honored for promoting "equal opportunity for everyone" in financial advisory industry
The Investor's Advocate: Disruption for the Disruptors?
2019-08-03 | How to Own Stocks that Compete Against Disruptors
CUNA Mutual Group Recognized on Barron's Top 100 Annuities Lists
2019-08-01 | Deferred income annuity makes repeat appearance; MEMBERS Zone Annuity debuts in new Floor-Style category;
James Freeman, CPA, Elected Chair of GSCPA Board of Directors
2019-08-01 | Georgia Society of Certified Public Accountants selects its new chair for the 2019-20 fiscal year.
David Sweeney Joins Atlanta-Based Wealth Management Firm GENCapital
2019-07-30 | As a Wealth Advisor, David will provide comprehensive wealth planning strategies.
Sylvan L. Franklin Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-07-26 | Mr. Franklin has been endorsed by Marquis Who's Who as a leader in the banking industry
Ulyesse J. LeGrange Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-07-26 | Mr. LeGrange has been endorsed by Marquis Who's Who as a leader in the field of accounting
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.
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
Dietz, Gilmor & Chazen Announces Ryan Greer as New Firm Partner
2019-07-17 | Dietz, Gilmor & Chazen, APC, is proud to announce the promotion of Ryan Greer to firm Partner.
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
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."
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
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"