Search by Tag: financial planning


834 total news stories found.



Citywide Home Loans Announces Expansion in the Orange County, California Market

2015-11-12 | Dino Katsiametis, Area Manager for Citywide Home Loans, has been selected to lead the development of Orange County's award winning branch locations as they look to expand their teams with seasoned Loan Officers and Branch Manager


Think Twice Before Putting Any More Money Into Your UK Pension Advises AXIS Strategy Consultants

2015-10-31 | Watch out for changes in the UK Pension Lifetime Allowance in 2016



Annette Gibbs Recognized by Worldwide Branding for Excellence in Financial Services

2015-10-20 | Annette Gibbs is the architect of the Work Is Healthy campaign at Sun Life Financial


Joseph A. Correnti Named a Worldwide Branding VIP of the Year

2015-10-09 | Joseph Correnti, a retired IBM executive, pursues same level of excellence as new entrepreneur and C-Level consultant.


Financial Gravity Holdings Welcomes New Senior Advisor to its Team

2015-10-07 | Financial Gravity expands team with addition of Beverly D. Johnson as Senior Advisor of Wealth Management and Financial Planning


Ventana Research Unveils 2015 Value Index for Business Planning

2015-10-02 | New research provides in-depth, research-based vendor and product evaluations to help assess existing and select new software


Financial Gravity Holdings Hires Director of Wealth Management

2015-09-30 | Financial Gravity expands team with addition of Kevin Schillo to lead Wealth Management and Compliance


Kipp Financial Group Names its Vice President of Financial Planning & Wealth Advisor

2015-09-30 | Kipp Financial Group, a financial and retirement planning firm in Ventura, names Michael A. Anderson V.P. financial planning & wealth advisor.


LaSalle Network Adds to Executive Leadership Team

2015-09-26 | Recruiting and Staffing Firm Appoints Sabina McBride Chief Operating Officer


Comprehensive Freelance Work Guide Released to Help People To Transition To The Freelance Economy

2015-08-04 | With the launch of Freelance Work Guide website authored by John Cosstick, new freelancers all over the world were more readily able to find the direction they needed to transition to the global freelance economy. Now, the Amazon Kindle eBook is here


Juan C. Ros, CFP, Promoted To Vice President At Lamia Financial Group

2015-07-31 | Specializes in financial planning and philanthropy


Baird Offers Advice to Millennials Considering a Home Purchase, As Generation Enters Peak Buying Period

2015-06-10 | Home ownership has not come easy to the Millennial generation


Matthew Fallon Named VIP of the Year by Worldwide Branding for Excellence in Financial Planning

2015-06-08 | For 12 years, Mr. Fallon has been the go-to financial planner in Mahopac


Brian J. Sheppard Honored for 20 Years of Excellence Practicing Law

2015-06-03 | Mr. Sheppard is a highly respected attorney in the San Fernando Valley, in Los Angeles, California


Venture Greenhouse Accelerator Applications due May 22nd

2015-05-13 | The Accelerator program starts June 10, 2015! Entrepreneurs need to submit their applications to get their start-up launched and funded!


William C. Stalions Honored for Excellence in Wills and Trusts Law

2015-05-05 | Mr. Stalions will transition to financial planning after three decades of legal service


Russell G. Luce Celebrated for Excellence in Financial Planning

2015-05-01 | Mr. Luce helms Illinois' own Planning Legacies Financial Group


New Consulting Firm Helps Attorneys Chart a Bold Course for Success

2015-04-30 | With the opening of Stephanie Everett Consulting, law firms have a solid source for the experienced support and business guidance they need to thrive.


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