Search by Tag: financial planning
834 total news stories found.
Stephen Gillingham Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2020-01-14 | Mr. Gillingham has been endorsed by Marquis Who's Who as a leader in the financial planning industry
Elizabeth Dake Church Loda Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-12-20 | Ms. Loda has been endorsed by Marquis Who's Who as a leader in the field of finance
Michael L. Kohner has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2019-12-18 | In 2016 and 2017, Mr. Kohner of HBK CPAs and Consultants was awarded for his excellence in tax law and is also Co-founder of Philanthropy Tank
Joseph Griffin has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2019-12-13 | Joseph Griffin's direction has raised TrueNorth Wealth to new milestones
nTech Solutions Announces Mr. Greg Miller to Board of Advisors
2019-12-05 | The appointment of Greg Miller brings an executive with corporate and consulting services to assist nTech in furthering its leading workforce management and staffing and sourcing services to help client organizations fulfill their objectives.
Donald J. Engelkes Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-11-22 | Mr. Engelkes has been endorsed by Marquis Who's Who as a leader in the insurance and financial planning industries
Dr. Dimitris Bertsimas Honored as Recipient of the INFORMS President's Award and the Prestigious John von Neumann Theory Prize
2019-11-21 | SAVVI Financial LLC co-founder, Dr. Dimitris Bertsimas, is awarded the INFORMS President's Award and the Prestigious John von Neumann Theory Prize.
René Nourse has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2019-11-19 | A trailblazer in her industry, Ms. Nourse is the founder and chief executive officer of Urban Wealth Management
SAVVI Financial Launches Paper on How to Control Health Care Costs in the Future
2019-11-14 | Both employees and company senior executives are struggling to understand how to handle the projected 40 percent increase in health care costs over the next eight years.
Angela Vlach Named CEO of Financial Advocates, Making Her The First Female Leader of a Large Enterprise at LPL Financial
2019-11-13 | Gary Campbell to assume the role of Chief Strategy Officer
Twelve Financial Advisors Seeking Independence Join Financial Advocates
2019-11-08 | Financial Advocates transitions a combined total of over $315 million in brokerage and advisory assets under management in third quarter
Jeffrey H. Morgan, M.B.A., CPA, FACHE, FHFMA, Celebrated for Dedication to the Field of Healthcare
2019-11-07 | Mr. Morgan excels in finance as the Chief Financial Officer and Treasurer of Finger Lakes Regional Health Care System, Inc.
Qunnie Lin has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2019-11-06 | Ms. Lin celebrates success in the field of financial planning
Ralph E. Rosenbaum Celebrated for Dedication to the Field of Wealth Management
2019-11-06 | Mr. Rosenbaum channels years of financial expertise into his work in private practice
Financial Advocates' Ignite Conference Delivers New Perspectives, Strategies, and A Vision For The Future
2019-11-01 | Appearances by financial services industry experts Jackie Wilke, Phil Toews, Paul Cahill and Michael Wilson
Experimax Offers Black Friday Deals Every Friday in November
2019-10-28 | Spend Less and Get More for the Holidays at Your Local Experimax Retailer
GENCapital's Andy Murphy to Moderate "2020 Equities Forecast" Panel at Southeast RIA Summit
2019-10-24 | The event is a Southeast-focused educational networking meeting for Registered Investment Advisors (RIAs) to discuss investment strategy, global trends and best practices.
Robert A. Yeargin Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-10-11 | Robert A. Yeargin has been endorsed by Marquis Who's Who as a leader in the financial planning industry
Elliot Kallen has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2019-10-01 | Mr. Kallen is the president of Prosperity Financial Group, Incorporated
SAVVI Financial Highlights How American Workers Are Facing Unprecedented Levels of Stress
2019-09-26 | Employee financial stress is negatively impacting organizations' bottom lines.