Search by Tag: financial planning

2017-03-16 | As senior vice president and director for Eagle Asset Management, Mr. Short utilizes his work ethic and tremendous experience to consistently exceed his clients' expectations

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2017-03-16 | HONG KONG -- State Bridge Partners today announced the appointment of Richard Kerr as Head of Institutional Finance.

2017-02-13 | He focuses on providing Financial Planning and Wealth Management services to affluent and high net worth clients.

2017-02-07 | Second International Conference to Be Held October 6-7, 2017 in Cleveland Ohio

2017-02-06 | The new site offers visitors a wealth of tools and advice to help them build a sound financial future

2017-02-02 | EP Wealth Advisors, a fee-only registered investment advisory and financial planning firm managing over $2.5 Billion in AUM as of December 31, 2016, has hired Sara Gardner, CFP as Wealth Advisor for its Denver regional office.

2017-02-01 | Bronfman E.L. Rothschild LP today announced that it has acquired TriCapital Advisors, Inc., an independent investment advisor based in Rockville, Maryland.

2017-01-17 | Ms. Moolsiri is the first Asian woman to receive the Miami-Dade County In the Company of Women Pioneer Award

2017-01-06 | Future law students are invited to learn more about Stetson law school's part-time J.D. program by registering for a session at the Tampa Law Center on Jan. 19 or at the Gulfport campus on Feb. 9.

2016-12-16 | eProseed has successfully implemented eProseed FSIP, its Oracle technology-based Automation and Integration solution, at life assurance specialist OneLife

2016-12-12 | Mr. Stevens was actively involved in scouting for many years

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2016-12-10 | EP Wealth Advisors has hired Patrick L. Kinney as financial advisor for its West Los Angeles office location.

2016-12-08 | Laguna Beach resident and in-demand Wealth Advisor Bart Zandbergen is ringing in the New Year, as well as Optivest Wealth Management's 30th Anniversary, by joining their elite team of esteemed professionals.

2016-12-06 | Mr. Warner has been featured in Who's Who in Finance and Business, Who's Who in America, Who's Who in American Education, Who's Who in Science and Engineering, Who's Who in the West and Who's Who in the World

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2016-12-02 | The 2nd edition can be purchased on Amazon.com.

2016-11-25 | Survive Your Husband's Retirement prompts couples to laugh, to cry, to think--and finally--to understand the secrets to happiness in retirement marriage.

2016-11-22 | Prior to his retirement, Prof. Walendowski had been with Los Angeles City College for three decades

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2016-11-07 | Mr. Brass has received the Five Star Professional award from Cleveland Magazine for the past five years

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2016-10-20 | Free White Paper Introduces an Innovative Model That Teams CPAs and Advisors to Serve Affluent Clients More Efficiently

2016-10-15 | Certified Financial Planner and in-demand Wealth Advisor Bart Zandbergen is a Featured Contributor to NOBLEMAN Magazine, which provides style and substance for the modern gentleman.