Search by Tag: financial planning
880 total news stories found.
Coconut Software and LPL Financial Announce Strategic Relationship, Offering Advisors a Streamlined, Efficient Meeting Scheduling Solution
2024-08-08 | With client experience and engagement top of mind, LPL advisors can now streamline client meeting scheduling with Coconut Software.
Lynn Kvidt Celebrated for Dedication to the Real Estate Industry
2024-08-02 | Lynn Kvidt lends years of expertise to her work with Greenberg Realty
Marquis Who's Who Honors Ryan E. Loynd, AIF, CFBS, for Expertise in Finance
2024-08-01 | Ryan E. Loynd, AIF, CFBS, serves as the chief executive officer for BrightGuide Financial LLC
James Eddins Celebrated for Dedication to the Financial Industry
2024-08-01 | James Eddins lends years of expertise to his work with 4Kast ADVISORS® LLC & 4Kast SYSTEMS® LLC
Marquis Who's Who Honors Scott R. Perrone, MS, CFP® for Expertise in Financial Planning
2024-07-30 | Scott R. Perrone, MS, noted for his success in financial planning as the founder of Retire Orlando
Marquis Who's Who Honors Michael J. Wimmer II, CFP®, MS, for Expertise in Wealth Management
2024-07-30 | Michael J. Wimmer II, CFP®, MS, serves as a managing associate at Magnolia Wealth Strategies
Susan Ghabious Khirs, CPA, Honored for Expertise in Financial Services and Accounting
2024-07-23 | Susan Ghabious Khirs, CPA, celebrated for over 15 years of success in the financial industry
Ticino Management, Inc. (USA) has triumphantly secured an astounding €100M+ in Humanitarian Funding for Plutonic Capital Management (Barbados) Ltd.
2024-07-22 | This remarkable achievement is evidence of Ticino Management, Inc.'s unwavering commitment and expertise. The secured funding will significantly impact social welfare and humanitarian efforts in Barbados.
Thomas D. Dunkel Celebrates Decades in Entrepreneurship
2024-07-19 | Thomas D. Dunkel serves as the chief investment officer at Belrose Storage Group
Marquis Who's Who Honors Robert Daniel Warrington Esq. for Expertise in Legal Services
2024-07-19 | Robert Daniel Warrington Esq. is noted for his success as a founding partner at Dawkins & Warrington Law Group
Marquis Who's Who Honors Jerry LaNeil Alexander for Expertise in Strategic Financial Planning and Organizational Leadership
2024-07-16 | Jerry LaNeil Alexander is an expert in his field as a business unit controller at Genuine Cable Group LLC
Dena M. Kotz-Fresch, MBA Celebrated for Dedication to the Field of Education
2024-07-03 | Dena Kotz-Fresch lends years of expertise to her work with Olmsted Falls City Schools
David Barol Celebrated for Dedication to the Financial Industry
2024-07-02 | David Barol lends years of expertise to his work with Keystone Asset Management Strategies, LLC
Marquis Who's Who Honors Allie Beckmann for Leadership in Financial Planning and Entrepreneurship
2024-07-02 | Ms. Allie Beckmann is noted for her work as the founder of Beckman Financial
Top Motivational Speaker And Bestselling Author Rocky Romanella On How To Become A World-Class Organization
2024-07-02 | Renowned as a keynote speaker, trainer, and Forbes Contributor, Romanella founded 3SIXTY Management Services, LLC. With 40+ years in leadership, he served as CEO and Director at UniTek Global Services after a 36-year UPS career.
Marquis Who's Who Honors Tina Merritt Vandall, MBA, for Expertise in Accounting and Finance
2024-06-26 | Tina Merritt Vandall, MBA, is honored for her success as the owner of Small Business Insights LLC
Marquis Who's Who Honors Ralph Pereira for Expertise in Technology, Energy, Finance, and Petroleum
2024-06-25 | Ralph Pereira is honored for his contributions as the president of CompHaiti S.A. and through nonprofit work
Marquis Who's Who Honors Kenneth Cornacchione for Expertise in Finance
2024-06-19 | Kenneth Cornacchione has found success as a private consultant
Ronald L. Clem Recognized for Excellence in Manufacturing
2024-06-18 | Ronald L. Clem is the owner and chief executive officer of Continental International
James Keller, CFP®, CRPC®, Recognized for Expertise and Exceptional Work in Financial Services
2024-06-17 | James Keller, CFP®, CRPC®, honored for over 20 years of work in financial planning and wealth management