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Why Many of America's Ultra-Wealthy are Moving Away from Traditional Wealth Managers

2022-01-20 | Family offices and the evolution of virtual family offices are offering elite-level services that were once limited to the wealthiest tier of the population, and now at greater value.



Envision Financial Systems Debuts Asset Modeling Capabilities

2022-01-19 | Platform enables fund families and intermediaries to offer asset allocation models directly within the Envision core recordkeeping system—no additional software needed


Financial Planner & Investment Advisor Among 500+ Globally to Earn Registered Life Planner® Designation from Kinder Institute of Life Planning

2022-01-19 | Damian Palfini, CFP®, RLP® Brings Kinder Life Planning Methodology and Signature EVOKE® Process to Firm's Clientele


Kiwi Fin-Tech App Takes the Confusion out of Setting up a Small Business

2022-01-19 | A new Kiwi fin-tech app, afirmo, designed to help business owners get small business essentials right, is getting ready to launch in early 2022


GoGlobal Appoints Margaret Yip as Partner

2022-01-17 | Margaret Yip, who serves as chief of staff and heads the company's global operations, joins GoGlobal's partner team of Henry Tan, Nick Broughton, and Andrew Lindquist.


ModiCoin- Aiming to Revolutionize the Ecosystem

2022-01-15 | "ModiCoin will start a new era of the Crypto industry which will bring evolution to banking systems" - Amit Singla ( Founder, ModiCoin )


Hekka Labs Introduces the First Decentralized Chronic Disease Data Management Ecosystem in South Asia

2022-01-14 | Providing a transformational health care data management ecosystem using blockchain technology to solve multiple pain points in managing healthcare data.


The AAM All Access Mobile App Officially Reached 50k Active Users

2022-01-14 | AAM's Mobile Application Hits User Milestone


Secret Society of Odd Fellows NFT the Next BAYC?

2022-01-13 | NFT project with real world utility, 100% royalties given back to community.


ResponseCRM, a Headless Commerce Company, Wins a 2022 BIG Innovation Award for Technology

2022-01-13 | ResponseCRM Recognized for Innovative Features and Business Model Helping Business Owners Overcome E-Commerce Challenges During the Pandemic


ONE ROQ Enters Ranks Of Top Funded Startups In Equity Crowdfunding With Over $2M Raised, Announces Closing Date For Latest Offering

2022-01-12 | Top funded luxury spirit startup, ONE ROQ, has surpassed over $2M in cumulative funding from the crowd as of last week, and announces an official closing date of February 9th 2022 for latest offering at: Startengine.com/oneroq


JSC Announce China Payroll and Employment Solution Cover in 350 Cities in China

2022-01-12 | JSC assists foreign companies in hiring employees in China in over 350 cities.


Cameron Barsness Named to Working Mother Magazine's 2021"Top Wealth Advisor Moms"

2022-01-12 | National ranking of the most successful mothers working in financial advising today




Artful, Powerful, and Insightful Salty Sharks NFTs are live

2022-01-07 | Each NFTs of the Salty Sharks Uprising play a pivotal role in the evolving Lore of the aquatic multiverse.


Karen B. Lopez has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

2022-01-07 | A talented and tenured mortgage lender, Ms. Lopez was named Area Manager of Americasa in 2021


Silver Dollar Financial's Public Speaking Scholarship Goes to Reshmi Joseph

2022-01-05 | The University of Houston student delivered a powerful essay and video on the importance of teaching students a growth mindset.


Robin Lester Recognized by Marquis Who's Who for Excellence in Management

2022-01-04 | Ms. Lester has found success through finding clients, obtaining investors and connecting businesses with sources of capital