Search by Tag: financial planning
845 total news stories found.
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
Kevin Purdy Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-06-14 | Mr. Purdy has been endorsed by Marquis Who's Who as a leader in the financial planning industry
Cheryl Mucha, CPA is Appointed Chairwoman of North Jersey Chamber of Commerce
2019-06-12 | Principal of CFO Your Way in Pompton Plains, New Jersey, a Long-time Chamber Member, Brings Business Expertise and Financial Savvy to Board Leadership
2019 Consumer Choice Award Winners | Ottawa - Gatineau
2019-06-01 | Consumer Choice Award is announcing the 2019 Top Service Providers in their respective sectors for the Ottawa and Gatineau Area. Their dedication to superior service has resonated with the people of Ottawa and Gatineau
George J. Walendowski Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-05-29 | Mr. Walendowski has been endorsed by Marquis Who's Who as a leader in the fields of accounting and higher education
William Paul "Buddy" Crum Jr., PH.D., Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-05-21 | Dr. Crum has been endorsed by Marquis Who's Who as a leader in the financial industry
Financial Advocates' Elevate Conference Brings Leading Financial Services Industry Experts to Seattle
2019-05-03 | Keynote Speakers Duncan MacPherson and Paul Cahill in Attendance
Chris Maxey and John Wolff to Participate at CAIA and K&L Gates Opportunity Zones Event
2019-04-25 | Director of Investment Research Christopher Maxey and Managing Director and Principal John Wolff will participate on a panel focused on bringing allocators, investors and developers together to facilitate opportunity zone investments
Eric Ames Earns Chartered Special Needs Consultant Designation
2019-04-25 | Eric Ames is a Financial Rep and Wealth Management Advisor with Northwestern Mutual-St. Louis
Barbara L. Sparks Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-04-17 | Ms. Sparks has been endorsed by Marquis Who's Who as a leader in corporate pharmaceutical management