Search by Tag: financial planning
834 total news stories found.
Future Students are Invited to Visit the Law School Campus for the Stetson Experience
2018-01-29 | Stetson University College of Law is inviting future law students to visit the Gulfport campus from 10 a.m.-2 p.m. on Saturday, Feb. 24, for the Stetson Experience.
Harris "Trip" H. Barnes III, Esq., Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2018-01-29 | Mr. Barnes has been endorsed by Marquis Who's Who as a leader in the legal industry
Financial Advocates Welcomes Eight Independent Advisors in Search of More Specialized Support
2018-01-27 | "Independent advisors, no matter if they have just joined an independent broker-dealer, are a hybrid, or are registered as a pure RIA, face challenges as they grow their practices, especially when lawmakers consistently change the rules.."
Dennis M. Mahoney Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2018-01-24 | Dennis M. Mahoney has been endorsed by Marquis Who's Who as a leader in the financial industry
Robbin W. Duren, CFP, ChFC, CASL, Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2018-01-23 | Ms. Duren has been endorsed by Marquis Who's Who as a leader in the wealth management industry
Charles E.S. Buchanan-Boardman Celebrates 10 Years of Financial Experience
2018-01-08 | Mr. Buchanan-Boardman affiliates himself with the Institute of Management Accountants
Paul Byron Hill Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2018-01-03 | Mr. Hill has been endorsed by Marquis Who's Who as a leader in the finance industry
The Financial Advice You Wish You'd Received at 18
2017-12-23 | We've all experienced moments when we wished we'd been better informed and able to avoid a tough situation involving money. Fortunately, this advice will help you make better financial decisions whatever your age and especially if you have a family
EP Wealth Advisors Welcomes Gretchen Caldwell To LaFayette Office
2017-12-14 | Investing In Women Initiative Builds On Early Successes
Golden Krust Caribbean Bakery & Grill Raises $100,000 to Benefit College-Bound Students at The 12th Annual Mavis and Ephraim Hawthorne Gala
2017-11-24 | Caribbean-Themed Franchise Honors Eight Community Leaders for Their Outstanding Work and Commitment
Joseph Bonfiglio Honored by Marquis Who's Who for Excellence in Financial Planning
2017-11-17 | As a certified financial planner, Mr. Bonfiglio separates himself from others in the field by demonstrating integrity and ethical behavior in working with his clients
M. Nisa Khan Celebrates Almost 35 Years of Industry Experience
2017-11-16 | Dr. Khan wrote the college textbook, "Understanding LED Illumination"
David Philip Dresbach Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2017-11-15 | Mr. Dresbach has been endorsed by Marquis Who's Who as a leader in the finance industry
Team of Philadelphia Advisors Joins Bronfman Rothschild
2017-11-14 | Bronfman Rothschild today announced that experienced advisors Dan Geary and Lauren Long, previously of Threshold Group, have joined Bronfman Rothschild's office in Plymouth Meeting, Pennsylvania
Marilyn E. Vito Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2017-11-07 | Ms. Vito has been endorsed by Marquis Who's Who as a leader in the field of higher education
Assumpta "Amy" Kiang Named a Lifetime Achiever by Marquis Who's Who
2017-11-02 | Ms. Kiang has been endorsed by Marquis Who's Who as a leader in the financial industry
Advance Capital Management Hosting "Veterans Day Financial Planning Event"
2017-10-27 | Campaign raises awareness of military members' financial troubles with free financial advice and plans
Wealth Management Firm GENCapital Partners with SoFi and Celebrates One-Year Anniversary
2017-10-13 | GENCapital is proud to announce a partnership with SoFi, a new kind of finance and lending company. In addition, GENCapital celebrated its one-year anniversary in September.
Envision Financial Systems Named a Finalist for the 2017 Wealthmanagement.com Industry Awards
2017-10-10 | Envision is being recognized for its innovative investor and representative portal on its new FundKeeper platform
Richard M. Hilliker Recognized by Marquis Who's Who for Achievements in Finance
2017-10-03 | Mr. Hilliker offers brokerage and investment services at the legacy firm of S.C. Parker and Company