Search by Tag: financial planning
834 total news stories found.
D. Carl Federici Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-09-24 | D. Carl Federici has been endorsed by Marquis Who's Who as a leader in financial consulting
2019 Saskatoon Consumer Choice Award Winners
2019-08-16 | Each year across Canada, Consumer Choice Award gathers opinions, perceptions and expectations through the responses of thousands of consumers and businesses.
Stuart Boxenbaum Celebrated for Decades of Dedication to the Field of Financial Planning
2019-08-15 | Mr. Boxenbaum founded Statewide Financial Group in 1994
Shorr Packaging Visits Capitol Hill to promote ESOPs (Employee Stock Ownership Plans)
2019-08-09 | Shorr Packaging supports the bi-partisan Pro-ESOP Bills H.R.2258 and S.177 – Promotion and Expansion of Private Employee Ownership Act.
David Sweeney Joins Atlanta-Based Wealth Management Firm GENCapital
2019-07-30 | As a Wealth Advisor, David will provide comprehensive wealth planning strategies.
Diane Ruth Maloney Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-07-23 | Ms. Maloney has been endorsed by Marquis Who's Who as a leader in the finance industry
Brandon Drespling Celebrated for Dedication to the Field of Financial Planning
2019-07-22 | Mr. Drespling lends more than five years of expertise into his executive positions with Triumph Capital Management.
Coach Legend: From 9-5 To 7-Figure Wealth Coach
2019-07-19 | At 33 years old, Coach Legend, CEO of Legend Credit Repair, has built a 7-figure credit empire focused on helping thousands of people reach their own version of the American Dream.
Financial Advocates' Advisor and Partner in Philanthropy, Julie Rothmeier, Honored by Invest in Others
2019-07-18 | Rothmeier Earns Honorable Mention for the Volunteer of the Year Award in the 2019 Invest in Others Awards.
Janet L. (Hoover) Bassitt, Attorney (Retired) Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-07-15 | Ms. Bassitt has been endorsed by Marquis Who's Who as a leader in the legal industry
Gordon J. Morris Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-07-15 | Mr. Morris has been endorsed by Marquis Who's Who as a leader in the finance industry
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.
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"
St. Louis Financial Representative Intern Jeffrey Waters Receives Northwestern Mutual Award
2019-07-10 | Jeffrey R. Waters named a "Impact 40 Award Winner" for his work during this awards year.
Richard B. Taylor Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-07-09 | Mr. Taylor has been endorsed by Marquis Who's Who as a leader in accounting & finance
Edward J. Kohlhepp Jr. Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-07-09 | Mr. Kohlhepp has been endorsed by Marquis Who's Who as a leader in the investment industry
LeCount R. Davis Sr. Celebrates Professional Excellence in Finance
2019-07-03 | Mr. Davis is the Chairman of the Board of the AAAA Foundation
Financial Advocates Named as a Finalist for Two WealthManagement.com 2019 Industry Awards
2019-06-26 | "Our business structure and team's diverse industry experience enable us to dive in and create programs that respond quickly to the needs of independent advisors."
2019 Greater Toronto Area and Barrie Consumer Choice Award Winners
2019-06-26 | Consumer Choice Award has been recognizing and promoting business excellence in Canada for over 30 years. The following award-winners were chosen through an unbiased and independent Selection Process with the help of Big Data