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April 2014
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wealth management Press Releases

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By Lehmann, Livian, Fridson Advisors LLC
Lehmann, Livian, Fridson Advisors Will Aid Income Investors New York – April 16, 2014 Three prominent financial industry leaders have joined forces to provide investment management to individuals.

By Appway
At the 2014 WealthBriefing Awards ceremony that took place in Geneva on 3 April, Appway was awarded Best Global Client Onboarding Solution for its outstanding client services in the financial sector in Switzerland and Liechtenstein.

By Thomas J. Scott - Wells Fargo Advisor
Fishers,IN and all of Marion County benefit from his professionalism and thorough work ethic, efficiency to meet all of your retirement and educational needs as well.

By StateTrust Investments Inc.
Based in Miami, Florida, State Trust Investments Inc., together with State Trust Capital, LLC (affiliated investment advisor), offers financial strategies to help clients plan for higher education. StateTrust Investments is a registered broker-dealer

By The Asian Awards
UBS announced today that it will be Headline Sponsor of The Asian Awards. Now in its fourth year, these awards honour high achievers from within the worldwide Asian community, and are the only pan-Asian, sector-wide awards ceremony in the world.

By Cary Street Partners
Cary Street Partners LLC, a leading full service wealth management and investment banking firm, announced today the selection of Rogerscasey to provide research consulting services for its Wealth Management Division.

By Sargent Bickham Lagudis, LLC
Brad Bickham chosen for “2014 Top Advisors Rankings” by storied financial publication

By Southern Cross International
Southern Cross International, Botswana’s largest independent firm of financial advisers, announced today a preferred supplier agreement with BDO (Botswana). This new working relationship is excellent news for clients of both firms.

By Retirement Planning Partners
Contact Information: Retirement Planning Partners 250 State St, D-2 North Haven, CT 06473 203-281-3336 Retirement Planning Partners Hires Mikayla Howick to Fill Financial Representative FOR IMMEDIATE RELEASE North Haven, CT February 5, 2014 –Retirement...

By CelebritySites
Jack Phelps, founder of The Relaxing Retirement Coach, breaks from the crowd and clarifies, once and for all, that volatility does not equal risk

By VisionQuest Wealth Management
VisionQuest Wealth Management, a Raleigh-based wealth management firm serving as a personal CFO to individuals, families and business-owners is pleased to welcome Steven M. Laska as its new President and Chief Investment Officer. Mr.

By Financial Planning Association of MA
Financial Planning Association™ of Massachusetts (FPA MA) announces that member Marybeth Breed CFP® of Allston/Brighton, MA has been named to the Board of Directors as Outreach Director.

By Wealth Management Advisors
Financial Planning Association™ of Massachusetts (FPA MA) member Stephen P. Ahern, CPA/PFS, CFP®, MST of Stoneham has been certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils.

By Financial Planning Association of MA
Financial Planning Association™ of Massachusetts (FPA MA) announces that member J. Christopher Boyd CFP®, CASL® of Mashpee, MA has been named to the Board of Directors as Membership Director.

By Capitol Financial Solutions
Robert Turner, President  & CEO of Capitol Financial Solutions, is pleased to welcome new registered representative, Adam Dull, to the firm.

By Anchorage Capital Investment Management
Anchorage Capital Investment Management's Guitar Index, its index of blue-chip vintage guitar investments, was released today and suggests that the recent consolidation period in rare guitars has come to an end.

By Wealth Engineers, LLC
Innovative app provides 24/7/365 real-time account access, giving clients the power to monitor their portfolio and their performance anytime, anywhere

By CUE Financial Group, Inc.
Five Star Professional has named Jeff Murphy of Woodland Hills as a 2014 Los Angeles Five Star Wealth Manager award recipient.  The award winners appear in a special section in the January issue of Los Angeles magazine.

By La Trobe Financial
Today it was announced that La Trobe Financial’s Pooled Mortgages Option (“the Fund”) has been judged the Best Mortgage Fund in Australia by the personal finance journal Money magazine.

By Daniel J. Galli & Associates
Financial Planning Association™ of Massachusetts (FPA™ MA) announces that member Daniel J. Galli CFP® of Marshfield, MA has been named as its President and will assume responsibilities on January 1, 2014.

All Press Releases

By Lehmann, Livian, Fridson Advisors LLC
Lehmann, Livian, Fridson Advisors Will Aid Income Investors New York – April 16, 2014 Three prominent financial industry leaders have joined forces to provide investment management to individuals.

By VisionQuest Wealth Management
Getting inside the mind of a Personal CFO is not as simple as one would think.

By Appway
At the 2014 WealthBriefing Awards ceremony that took place in Geneva on 3 April, Appway was awarded Best Global Client Onboarding Solution for its outstanding client services in the financial sector in Switzerland and Liechtenstein.

By Thomas J. Scott - Wells Fargo Advisor
Fishers,IN and all of Marion County benefit from his professionalism and thorough work ethic, efficiency to meet all of your retirement and educational needs as well.

By StateTrust Investments Inc.
Based in Miami, Florida, State Trust Investments Inc., together with State Trust Capital, LLC (affiliated investment advisor), offers financial strategies to help clients plan for higher education. StateTrust Investments is a registered broker-dealer

By The Asian Awards
UBS announced today that it will be Headline Sponsor of The Asian Awards. Now in its fourth year, these awards honour high achievers from within the worldwide Asian community, and are the only pan-Asian, sector-wide awards ceremony in the world.

By Cary Street Partners
Cary Street Partners LLC, a leading full service wealth management and investment banking firm, announced today the selection of Rogerscasey to provide research consulting services for its Wealth Management Division.

By Sargent Bickham Lagudis, LLC
Brad Bickham chosen for “2014 Top Advisors Rankings” by storied financial publication

By Harkins Wealth Managment, LLC
PROVIDENCE, RI – Harkins Wealth Management, LLC has announced that Michelle Cortés-Harkins, MSW, CDFA™, CRPC®, recently completed a specialized educational program in professional divorce financial analysis and is now a Certified Divorce Financial...

By Southern Cross International
Southern Cross International, Botswana’s largest independent firm of financial advisers, announced today a preferred supplier agreement with BDO (Botswana). This new working relationship is excellent news for clients of both firms.

By Retirement Planning Partners
Contact Information: Retirement Planning Partners 250 State St, D-2 North Haven, CT 06473 203-281-3336 Retirement Planning Partners Hires Mikayla Howick to Fill Financial Representative FOR IMMEDIATE RELEASE North Haven, CT February 5, 2014 –Retirement...

By Igniyte Ltd
Iain Stamp has spent almost 30 years working in the UK financial services industry, overseeing the foundation, development and management of some of the market’s leading wealth management companies.

By CelebritySites
Jack Phelps, founder of The Relaxing Retirement Coach, breaks from the crowd and clarifies, once and for all, that volatility does not equal risk

By VisionQuest Wealth Management
VisionQuest Wealth Management, a Raleigh-based wealth management firm serving as a personal CFO to individuals, families and business-owners is pleased to welcome Steven M. Laska as its new President and Chief Investment Officer. Mr.

By Financial Planning Association of MA
Financial Planning Association™ of Massachusetts (FPA MA) announces that member Marybeth Breed CFP® of Allston/Brighton, MA has been named to the Board of Directors as Outreach Director.

By Wealth Management Advisors
Financial Planning Association™ of Massachusetts (FPA MA) member Stephen P. Ahern, CPA/PFS, CFP®, MST of Stoneham has been certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils.

By Financial Planning Association of MA
Financial Planning Association™ of Massachusetts (FPA MA) announces that member J. Christopher Boyd CFP®, CASL® of Mashpee, MA has been named to the Board of Directors as Membership Director.

By Capitol Financial Solutions
Robert Turner, President  & CEO of Capitol Financial Solutions, is pleased to welcome new registered representative, Adam Dull, to the firm.

By Anchorage Capital Investment Management
Anchorage Capital Investment Management's Guitar Index, its index of blue-chip vintage guitar investments, was released today and suggests that the recent consolidation period in rare guitars has come to an end.

By Wealth Engineers, LLC
Innovative app provides 24/7/365 real-time account access, giving clients the power to monitor their portfolio and their performance anytime, anywhere

By CUE Financial Group, Inc.
Five Star Professional has named Jeff Murphy of Woodland Hills as a 2014 Los Angeles Five Star Wealth Manager award recipient.  The award winners appear in a special section in the January issue of Los Angeles magazine.

By Harbor Financial Group, Inc.
Elyse Foster accepts position with the newly formed Advisory Board for the Burridge Center for Finance at University of Colorado Boulder.

By La Trobe Financial
Today it was announced that La Trobe Financial’s Pooled Mortgages Option (“the Fund”) has been judged the Best Mortgage Fund in Australia by the personal finance journal Money magazine.

By Daniel J. Galli & Associates
Financial Planning Association™ of Massachusetts (FPA™ MA) announces that member Daniel J. Galli CFP® of Marshfield, MA has been named as its President and will assume responsibilities on January 1, 2014.

By Sargent Bickham Lagudis, LLC
Brad Bickham and Meagan D’Angelo featured in 5280 Magazine list

By Hergenroeder Financial Advisors, Inc.
Timonium, Maryland: Hergenroeder Financial Advisors, Inc. is pleased to announce the addition of Anthony Malizia and Megan Kelly as Client Services Associates.

By Pioneer Financial
Financial Security Company Recognizes Financial Professionals at Annual Conference

By 1650 Wealth Management
Miami Private Wealth Management Firm Shares How Wealthy Invest, Revealing Key Investment Strategies

By Harbor Financial Group, Inc.
Megan Foster of Harbor Financial Group, Inc. earns CFP® Certification

By Mayerson Marketing & PR
California State University, Channel Islands alumnus David Seery has joined Lamia Financial Group, LLC, as a client service specialist.

By Sapers & Wallack, Inc.
Top 100 Women-Led Businesses and Largest Employee Benefit Firms in MA

By Resource Planning Group
An executive from Humana, one of the largest health insurance providers on the Affordable Care Act's newly established exchange, said on Wednesday that he expects the U.S.

By Dicks + Nanton Celebrity Branding Agency
Driven By The Unique Dynamic Between Partners Donald B. Bergis and Jared M. Elson, Regent Wealth Management Has Enjoyed 50 Percent Growth (And Diverse And Expanding Clientele) Since 2008

By Cedar Brook Financial Partners
Financial planner volunteers to further the mission of The Gathering Place, Cleveland’s nonprofit, community-based cancer support center.

By CelebritySites
Bryon K. Spicer, retirement planning specialist, notes that there is more to retirement planning than financial considerations.

By CelebritySites
Grant Conness and Andrew Costa, the Managing Directors of Global Wealth Management, give their insights into what the new economy really means for today’s retirees.

By CelebritySites
Grant Conness and Andrew Costa, the Managing Directors of Global Wealth Management, give their perspectives on the importance of building relationships with your retirement and wealth management advisors.

By KAPP Edge Solutions Pvt Ltd
Credit Analyst Credit analyst can lead to higher and exciting career paths like investment banker, portfolio manager and loan and trust manager. Credit Analyst is responsible for assessing a loan applicant's credit worthiness.

By EFG Capital Advisors
EFG Capital Advisors Will Maintain Investment Advisory Offices in Miami and Los Angeles With More Than $1 Billion in Assets Under Management and Administration

By McGladrey LLP
McGladrey Wealth Management LLC ranked as the nation's 28th largest Registered Investment Advisor (RIA) firm in Financial Advisor magazine’s

By Capitol Financial Solutions
Raleigh, NC - Scott D. Sorrell, CLU, ChFC, CASL, CLTC, a local financial services leader, was recently chosen by Signator Investors, Inc. to be a featured speaker at the organization’s national Practice Advancement Conference this fall.

By PR First
In tribute to Financial Planning Week (October 7 -13) The Financial Planning Association™ (FPA) of Massachusetts offers these top tips on how to save for a rainy day: ·         Watch the small things; minor purchases, fees etc.

By Harbor Financial Group, Inc.
Harbor Financial Group, Inc. hires Leslie Stewart as Office Manager

By PR First
In tribute to Financial Planning Week (October 7 -13) The Financial Planning Association™ (FPA) of Massachusetts offers these top tips to couples: ·         Talk about respective credit reports before marriage ·    ...

By Financial Plan, Inc.
Bellingham advisory firm receives best practices award from Investment News

By CelebritySites
Grant Conness and Andrew Costa, the Managing Directors of Global Wealth Management, give their perspectives on the optimism rising in high net worth investors.

By Key Wealth Partners
David G. Niggel of Key Wealth Partners, LLC has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™, the standards setting body for fi360.

By Sargent Bickham Lagudis
Acclaimed wealth management firm hits major anniversary milestone

By CelebritySites
Grant Conness and Andrew Costa, the Managing Directors of Global Wealth Management, give their perspectives on asset class diversification, and what diversification really means.

By PR First
David M. Welch of Wellesley, a member of the Financial Planning Association™ of Massachusetts (FPA MA), is one of the 20 members of the association’s Pro Bono Military Program recognized by Financial Planning Magazine for his contribution to the...



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