Search by Tag: financial planning
834 total news stories found.
Jesstine O. Kemper Awarded Pacesetter Platinum Honor by Northwestern Mutual
2020-07-16 | Pacesetter Platinum honors Financial Advisors who set 40 clients on the path to achieving financial security during their first six months in the business
Andrew M Allison has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2020-06-22 | Mr. Allison draws upon his love of helping people honor their values in his exemplary work with Ameriprise Financial Services, LLC
Frederick R. Parcells Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2020-06-17 | Mr. Parcells has been endorsed by Marquis Who's Who as a leader in the insurance industry who has strived to be the best he can be while making a positive difference in the lives of others
KC Lam has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2020-05-29 | Mr. Lam has been endorsed by Marquis Who's Who as a leader in the financial planning industry
Nancy Diane Hollandersky Butler Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2020-05-22 | Ms. Butler has been endorsed by Marquis Who's Who as a leader in the fields of motivational speaking, coaching, writing and financial advice
SAVVI Financial Launches New COVID Relief Planning Assistant to Help Americans Manage Difficult Financial Decisions
2020-05-19 | FinTech leader offers COVID Relief Planning Assistant for workers facing reduced or lost income
Financial Advocates Announces New Senior Vice President of Business Development
2020-05-13 | Elvis Medica to Drive the Firm's Focus on Recruitment, Sales, Business Consulting and Advisory Solutions
CUNA Mutual Group Taps Julie Winslow to Lead Internal Sales for National Annuities Team
2020-05-12 | Winslow joins CUNA Mutual Group as a senior manager overseeing virtual and wholesaling teams and strategic sales planning
CUNA Mutual Group Launches Advanced Planning Resources Program To Help Advisors Solve Complex Retirement Planning Challenges
2020-05-06 | Announces Marshall Heitzman to Lead New Program Efforts
New Shareholder Added to Wayne Brothers Companies
2020-05-02 | Wayne Brothers Companies announces a new shareholder. Brandon Spears, who currently serves as the Chief Financial Officer, has elected to accept the opportunity to purchase shares and become a shareholder through a private offering.
Helping Low-Income, First Generation Students Attend and Succeed Through College Life
2020-04-21 | There was certainly no playbook for organizations supporting students through these unprecedented circumstances, but Uplift Education has been inspired to see so many rise to the challenge to keep their students on track.
One of Oldest Charities in NYC Celebrates 250 Years by Honoring Commitment to Serving Community Amid Pandemic
2020-04-21 | St. George's Society of New York pays tribute to 250-year legacy serving New Yorkers in need by delivering care packages and rent subsidies to most vulnerable
Chad Larson Selected as Finalist for Discretionary Manager of the Year in the WP Awards 2020
2020-04-21 | MLD Wealth Management announced that it had been selected as a Finalist for Discretionary Manager of the Year and Multi-Service Advisory Team of the Year in the 6th annual Wealth Professional Awards.
Ramon B. Murphy Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2020-04-17 | Mr. Murphy has been endorsed by Marquis Who's Who as a leader in the financial services industry
Shirley Jean Aumack Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2020-04-14 | Shirley Jean Aumack has been endorsed by Marquis Who's Who as a leader in the field of finance
Francis S. "Bo" Godbold Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2020-04-14 | Mr. Godbold has been endorsed by Marquis Who's Who as a leader in the finance industry
Richard Kuenster has been Inducted into the Marquis Who's Who Registry
2020-04-10 | Mr. Kuenster has prospered as the senior partner at Richard A. Kuenster & Associates
Robert Goss, PhD, Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2020-04-01 | Dr. Goss has been endorsed by Marquis Who's Who as a leader in the financial services field
Franklin Madison Advisors Response to COVID-19: We're Here to Help
2020-03-26 | Franklin Madison Advisors to offer some financial planning services free of charge to individuals, families and small businesses affected by measures to contain the COVID-19 outbreak.