Search by Tag: financial planning
881 total news stories found.
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
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