Search by Tag: financial planning
845 total news stories found.
J.C. Ganote Honored as a Select Wealth Manager
2014-10-13 | Mr. Ganote leads clients through building asset allocated portfolios
Matthew Ong Named Finance Director at Essilor Singapore
2014-10-10 | Matthew Ong previously worked with GE for almost two decades.
Michael Blakney Recognized by Worldwide Branding for Excellence in Accounting
2014-10-03 | With 15 years of practiced experience in accounting, Mr. Blakney has achieved unparalleled success.
Bill Trahan, CFP, CRC, Named Top Wealth Manager in Charlotte in 2014
2014-09-23 | Bill Trahan has a special interest in investment management and retirement income planning, and has over 25 years of experience advising clients. He is also a financial planning resource for the Charlotte Observer, USA Today and WSOC-TV.
A New Narrative Begins in Personal Financial Planning with the Introduction of Sawhney Systems Personal Financial Planning App for Android Devices, Planmode
2014-09-11 | As it did when revolutionizing tax planning with the #1 Income tax app, TaxMode, Sawhney Systems has used its proven success of understanding user needs to create a new app that will change how people review their personal finances.
Bill J. Mann, IFCCE, Recognized by Worldwide Branding for Excellence in Financial Services
2014-09-05 | Bill J. Mann, IFCCE, specializes in licensing, treasury and controllership
Sawhney Systems Has Begun a New Narrative in Personal Financial Planning with the Introduction of Its New App, PlanMode
2014-08-08 | Just as its TaxMode the #1 income tax app revolutionizing tax planning, PlanMode is the app that will change how people will manage their personal finances.
Michael Blakney Named Professional of the Year in Accounting
2014-07-17 | Mr. Blakney handles all financial analysis for the Dental Imaging Technologies Corporation.
Brooks Remaley is Recognized for His Success in Real Estate
2014-07-16 | Brooks Remaley brings his experience and expertise in negotiation to Better Homes and Gardens Real Estate.
Expert Guidance for Financial Advisors Delivered Quickly by QuonWarrene, to Address Cyber Security, Vendor Decisions and More
2014-07-11 | QuonWarrene announces new Spot-Audit Service as a third offering with its Blueprint and Concierge services for financial advisors.
John L. Krysa Honored for Excellence in Financial Services
2014-06-09 | John Krysa has served as first vice president of CIBC World Markets Inc. since 1990
Institute for Divorce Financial Analysts Awards Kerry Burleigh CDFA Certification
2014-05-06 | Experienced Raleigh divorce lawyer earns additional credentials.
Ventana Research Launches Benchmark Research into the Next Generation of Business Planning
2014-05-02 | Ventana Research launches benchmark research into the next generation of business planning.
Albert Ong Honored as the President and CEO of Magnecomp Precision Technology Pcl
2014-05-02 | Mr. Ong's background in electrical engineering makes him ideally suited to run Magnecomp
Heino Ling is Recognized for his Expertise in Financial Services
2014-04-26 | Heino Ling brings his knowledge and experience to Heino Ling Consulting Services
Rose Brink Helps Senior Citizens Transition to New Homes
2014-04-17 | Rose Brink brings her compassion and experience to Whirlwind of Change Transition Services
Coralie S. Kenny Named Professional of the Year in Legal Services
2014-03-26 | Coralie S. Kenny specializes in equity law, trusts, and fiduciary obligations
Christina Cabrera, CFP is Versed in Financial Planning
2014-03-25 | Blue Edge Financial Planning aids clients in attaining financial freedom
iQuantifi Launches Virtual Financial Advisor to Help Millennials and Young Families Achieve Their Goals
2014-03-04 | The first virtual financial advisor to provide comprehensive financial planning advice.
Seasoned Garrett Network Advisor Turns Over Reins to Next Generation
2014-02-06 | MainStreet Financial Planning, Inc.