Search by Tag: Investments
3441 total news stories found.
Chris Maxey and John Wolff to Participate at CAIA and K&L Gates Opportunity Zones Event
2019-04-25 | Director of Investment Research Christopher Maxey and Managing Director and Principal John Wolff will participate on a panel focused on bringing allocators, investors and developers together to facilitate opportunity zone investments
Peggy Pannke-Smith Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-04-19 | Ms. Pannke-Smith has been endorsed by Marquis Who's Who as a leader in the insurance industry
Ventana Research Analyzes and Ranks Vendors in Collaborative Analytics and Business Intelligence Software
2019-04-18 | New assessment evaluates software giving more weight to collaboration enablement and focus
Envision Financial Systems Welcomes Mike Huisman as Head of Alternative Investment Solutions
2019-04-15 | Mike will oversee strategy and product development for Envision's investor management software that supports alternative investment vehicles
Next Generation to Sponsor 2019 Next Gen Summit, Which Focuses on Millennial Entrepreneurs
2019-04-12 | Custodian and Administrator of Self-Directed IRAs will Provide Education to Startups and Entrepreneurs on How to Leverage Those Plans as Funding Source
Seven Canyons World Innovators Fund Named A Top Mutual Fund by Investors Business Daily
2019-04-11 | Included as one of 10 International Stock Funds for 2018
DPL Financial Partners Welcomes Ameritas to Commission-Free Insurance Network for RIAs
2019-04-11 | Ameritas' fee-only variable universal life and variable annuity products now available to DPL member firms
Seven Canyons World Innovators Fund Receives Refinitiv Lipper Award
2019-04-10 | Best fund over 10 years among global small-/mid-cap funds 2019
Justin Miller Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-04-09 | Mr. Miller has been endorsed by Marquis Who's Who as a leader in the wealth management industry
Culver S. Ladd, Ph.D., Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-04-08 | Dr. Ladd has been endorsed by Marquis Who's Who as a leader in the field of education
Brion Collins to Speak at Institutional Investor RIA Central Investment Forum
2019-04-08 | The Forum fosters discussion among senior executives from independent RIAs and multi-family offices on investment trends and practice management strategies
Northwestern Mutual-St.Louis Golf Classic Set For May 2
2019-04-06 | Sponsorships and foursomes available with proceeds benefitting Alex's Lemonade Stand Foundation for childhood cancer research
Smart Software Completes SOC 2 Type 1 Security Audit
2019-04-04 | Smart Software's Inventory Optimization, Demand Planning, and Forecasting Platform Meets or Exceeds the Industry-Leading Security and Reliability Standards in All Four Categories Evaluated
Calamos Wealth Management Appoints Nancy E. Anderson J.D. as New Head of Wealth Strategy and Trust Services
2019-04-01 | Industry veteran and attorney to play key role in firm-wide 'team-of-professionals' model
Trinity Street Capital Partners Announces the Origination of a Bridge Loan on the Park Avenue House, located in Detroit, MI
2019-03-13 | Trinity Street Capital Partners $8MM, bridge loan was for the acquisition of the Park Avenue House, a 180 room, full service hotel/residence located in Detroit,MI. TSCP, marshalling all resources, closed the loan in 7 business days from application.
Heartland's Colin McWey Shortlisted for Fund Intelligence's 2019 "Rising Stars" Award
2019-03-12 | Lead portfolio manager on Heartland Mid Cap Value Fund
ETMA, Enterprise Technology Management Association Elects New Board Members
2019-03-12 | Solutions Providers set ETMA agenda and priorities ensure all actions are designed to serve member companies, not to profit from them.
'Get Your Financial Ducks in a Row' Season Proclaimed by MainStreet Financial Group
2019-03-06 | Rockford financial advisor offers 4-part whitepaper series with tips on retirement planning, saving for children, changing jobs and retirement
Ventana Research Brings on Paula Sansburn as SVP and Chief Operations Officer
2019-03-06 | New executive team member will help shape the future of the firm's potential
Alan M. Siegel Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2019-03-06 | Mr. Siegel has been endorsed by Marquis Who's Who as a leader in the fields of marketing, communications and design