Search by Tag: financial planning
834 total news stories found.
Leading Clinical Research Center, Aventiv Research, Appoints New Chief Financial Officer
2020-03-16 | Seasoned Financial Executive Jeff Bruner Joins Aventiv Research.
Henry Liao has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2020-03-03 | Mr. Liao leads a prolific career in financial services
Robert G. Ingold Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2020-03-03 | Mr. Ingold has been endorsed by Marquis Who's Who as a leader in the legal industry
Montgomery Taylor, CPA, CFP, has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2020-02-27 | The CEO of Montgomery Taylor Wealth Management, Mr. Taylor is skilled across the board in financial planning
Karen Jung, CPA is Promoted to Director of Finance of Next Generation Services
2020-02-21 | Expanded Role Includes Overseeing all Financial and Benefits Activities, Planning and Reporting for Administrator of Self-Directed Retirement Plans, and Financial Oversight for Next Generation Trust Company
Robin Henager Greene, MBA, PhD, Celebrated for Dedication to the Field of Financial Literacy
2020-02-20 | Dr. Henager Greene parlays her knowledge of microeconomics, financial literacy, student loans, and more as an assistant professor for Whitworth University
Richard D. Rosen Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2020-02-19 | Mr. Rosen has been endorsed by Marquis Who's Who as a leader in the field of law.
Franklin Madison Advisors Launches New Firm with XY Planning Network
2020-02-16 | Franklin Madison Advisors to specialize in providing financial planning for Generations X & Y and developing strategies that help people get ahead in life financially.
Howard Marshall Rosenblatt Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2020-02-12 | Mr. Rosenblatt has been endorsed by Marquis Who's Who as a leader in the fields of law and finance
David Glenn Strege Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2020-02-06 | Mr. Strege has been endorsed by Marquis Who's Who as a leader in the field of financial planning
Steven F. Ambrosio Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2020-02-03 | Mr. Ambrosio has been endorsed by Marquis Who's Who as a leader in the field of wealth management
Craig Misuradze launches his new book "Simple Retirement: 7 Simple Steps to Your Best "Second-Half Life"
2020-02-02 | Book Becomes #1 Best Seller
Jon M. Rogers Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2020-01-30 | Jon M. Rogers has been endorsed by Marquis Who's Who as a leader in the financial industry
Tom Hogan Joins InventionShare Team as Senior Vice President of Fund Architecture
2020-01-29 | GCVI Summit, Monterey – 29-30 January 2020
Mary Carol-Lenn Saylor Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2020-01-29 | Mary Carol-Lenn Saylor has been endorsed by Marquis Who's Who as a leader in the financial industry
Six Financial Advisors Seeking Independence Partner With Financial Advocates
2020-01-26 | "By offering financial advisors more options for independence and flexibility, advisors feel more confident about branching out on their own," said Angela Vlach, President and CEO of Financial Advocates
James R. Hermann Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2020-01-24 | Dr. Hermann has been endorsed by Marquis Who's Who as a leader in the field of law
FYIsoft Appoints New Chief Marketing Officer
2020-01-21 | Sev Onyshkevych will oversee sales and marketing as FYIsoft expands its Fintech footprint with new AI-powered suite that integrates FP&A solutions for reporting, analytics and budgeting.
Anthony Pasqua has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2020-01-15 | Mr. Pasqua has combined military and business experiences to make the most out of his career