wealth management Latest News

Cleveland-based financial services firm adds Chief Operating Officer and Director of Education, Dan Abrams, to further enhance the client experience.

Cleveland financial advisor, Randy Schneider, celebrates 20 years of service.

Financial Planning Association™ of Massachusetts (FPA MA) has selected Dave Caruso, CFP® as the first recipient of the Financial Planner of the Year Award. Caruso is Founding Chairman/Managing Director of Coastal Capital Group, LLC in Danvers, MA.

Client-relationship professional, Jo Ross, joins Cedar Brook Financial Partners.

REDW Stanley Wealth Advisors, LLC, an SEC registered affiliate of REDW LLC and a highly respected investment advisory firm with a primary focus on serving clients in the Southwest, is pleased to announce the addition of Robert Elzholz as Trading and...

Cleveland-based wealth management firm partner, Rebecca Bar-Shain, helps clients understand the role of their risk management portfolio.

Cleveland-based, Cedar Brook Financial Partners announces that partners help educators understand the upcoming changes in their pension plans.

Cleveland-based wealth management firm partner, Bill Hawke, participates in athletic events to raise money for cancer research.

Financial Planning Association™ of Massachusetts (FPA MA) members Thomas J. McFarland, II, CPF® and Caroline E. Coderre, CFP®, CDFA™ have been named 2013 recipients of the Boston Five Star Professional Wealth Manager Award.

Client-relationship professional, Jackie Wylen, joins the Employee Benefits Division of the Cleveland-based wealth management firm.

Robert Turner, President & CEO of Capitol Financial Solutions (CFS), is pleased to welcome new financial advisor, Robert Zavell, AAMS, to the firm.

Kelly Smith, veteran financial services professional, joins the Cleveland-based wealth management...

SPRINGFIELD, MO. – Jack Thurman, president of BKD Wealth Advisors, LLC, is pleased to announce that Managing Advisor Gretchen Cliburn has been named chair of BKD Wealth Advisors’ Financial Planning Committee.

Cedar Brook Financial Partners, LLC is pleased to welcome Lucy Skillicorn, Executive Assistant to Ted Lorenzen, ChFC® and Anthony Podojil, PhD, Partners of the Cleveland-based wealth management firm. Ms.

We would like to take this opportunity to recognize three exceptional individuals who have called R.

Cedar Brook Financial Partners, LLC is pleased to welcome Wayne Salsbury, Associate to David Robertson, CFP®, JD, a Partner of the Cleveland-based wealth management firm. At Cedar Brook, Mr.

Grant Conness and Andrew Costa, South Florida wealth management advisors, financial authors and radio hosts, were recently selected to participate in the closing bell ceremony for the NASDAQ stock exchange.

MONECO Advisors Growth Protection Strategy (GPS) is a proprietary investment strategy based on the 2 most important objectives of investing--grow money and protect money. GPS makes informed investment decisions in a clear-cut and emotion free manner.

David Robertson, financial services advisor at one of the region’s largest independent wealth management firms, celebrates 20 years of service.

The Rainier Group, Inc., a national financial consultancy, announced today the opening of a new office in Dallas. The Rainier Group’s Dallas office will be managed by Lloyd Drumm, a Rainier Group principal.

Grant Conness and Andrew Costa, the Managing Directors of Global Wealth Management, explain how retirement planning can save high earners big money – just in time for this year’s higher taxes.

Robert Turner, President & CEO of Capitol Financial Solutions, has earned the Chartered Financial Consultant® (ChFC®) professional designation from the American College.

Cleveland-based financial services firm adds Chief Operating Officer and Director of Education, Dan Abrams, to further enhance the client experience.

James E. Moniz, MSFS, a financial consultant with Northeast Wealth Management, a Braintree-based firm focusing on wealth management, has recently qualified for the prestigious John Hancock Financial Network (JHFN) Hall of Fame.

Grant Conness and Andrew Costa, the Managing Directors of Global Wealth Management, talk about the difference between the “retail” and “wholesale” sides of investing, and what the big dogs get that individuals don’t.

Andrew Costa and Grant Conness of Global Wealth Management, were recently seen on NBC, CBS, ABC and FOX network affiliates around the country as guests on “The Consumer’s Advocate” TV show.

Datamonitor identified changes affecting the HNW meeting and recognized that the BlackSwan Financial Platform, a risk management and portfolio optimization tool published by SAGE SA, supports an increasingly interactive client relationship.

Want to preserve your wealth, make more lucrative investments, and chose the most appropriate savings account and insurance for your situation

Bob Fugate, CEO and President of Retirement Financial Solutions, a retirement income planning firm, says that Boomers are holding a grudge against the Market and looking for alternatives.

Capitol Financial Solutions has received GAMA International’s Master Agency Award. Robert Turner, President & CEO of Capitol Financial Solutions was one of 252 recipients of the award in 2013.

However, for many of our high earning clients, standard pension products are no longer a viable means to build up a significant fund for their retirement

William R. Terry, II, President & CEO of Valley Financial Solutions, is pleased to welcome new financial representative, Aimee Ward, to the firm.

Capitol Financial Solutions Volunteers For Local Community Kitchen and Food Bank

Cleveland financial advisor, Randy Schneider, celebrates 20 years of service.

Bob Fugate, CEO and President of Retirement Financial Solutions, a retirement income planning firm, says Spring is an excellent time to reevaluate and revise parts of your retirement plan.

Financial Planning Assocation of MA and AdvisorAdit LLC announce “Platinum Partnership”

Financial Planning Association™ of Massachusetts (FPA MA) has selected Dave Caruso, CFP® as the first recipient of the Financial Planner of the Year Award. Caruso is Founding Chairman/Managing Director of Coastal Capital Group, LLC in Danvers, MA.

Allianz Life Insurance Company of North America (Allianz Life®), Minneapolis, Minnesota offer appealing enhancements to the Allianz Life Pro+® Fixed Index Universal Life (FIUL) Insurance Policies.

Client-relationship professional, Jo Ross, joins Cedar Brook Financial Partners.

REDW Stanley Wealth Advisors, LLC, an SEC registered affiliate of REDW LLC and a highly respected investment advisory firm with a primary focus on serving clients in the Southwest, is pleased to announce the addition of Robert Elzholz as Trading and...

Cleveland-based wealth management firm partner, Rebecca Bar-Shain, helps clients understand the role of their risk management portfolio.

The Financial Planning Association™ of Massachusetts (FPA of MA) is offering free financial coaching and planning to those who have been affected by the Boston Marathon Bombings.

Grant Conness and Andrew Costa, the Managing Directors of Global Wealth Management, explain why now is the best time to look into a new investment allocation strategy that is designed with the challenges of the current economy in mind.

Bob Fugate, CEO and President of Retirement Financial Solutions, a financial planning company, explains how retirees can grow their money safely with no risk of stock market downturns.

Bob Fugate, retirement financial advisor and President of Retirement Financial Solutions, reveals his favorite strategies for keeping pace with rising costs.

Cleveland-based wealth management firm partners, Craig Gabel and Christine Sivak, offer tips to “spring clean” a retirement plan.

Andrew Costa and Grant Conness of Global Wealth Management, was recently featured in Yahoo!Finance as well as Newsweek and other major online media outlets, including CNBC, Reuters, MarketWatch and many others.

Grant Conness and Andrew Costa, the Managing Directors of Global Wealth Management, explain a different approach to investing that might just work better in a flat market.

Bob Fugate, CEO and President of Retirement Financial Solutions, a retirement income planning firm, explains how retirees can still have a successful retirement in any economy – even this one.

Cleveland-based, Cedar Brook Financial Partners announces that partners help educators understand the upcoming changes in their pension plans.

Cleveland-based wealth management firm partner, Bill Hawke, participates in athletic events to raise money for cancer research.

Financial Planning Association™ of Massachusetts (FPA MA) members Thomas J. McFarland, II, CPF® and Caroline E. Coderre, CFP®, CDFA™ have been named 2013 recipients of the Boston Five Star Professional Wealth Manager Award.

Bob Fugate, CEO and President of Retirement Financial Solutions, a retirement income planning firm, explains the “Alphabet Soup” of retirement advisor certifications – what they mean, and which ones the consumer can trust.

Andew Costa and Grant Conness, Managing Directors of Global Wealth Management, a retirement income planning company, tell retirees how to conquer the fear of outliving their money through proper planning.

Roger A. Rekate, CPA, wealth management and retirement planning expert, was recently featured in CNBC.com as well as Newsweek and other major online media outlets, including Reuters, MSN Money, MarketWatch and many others.

Andrew Costa and Grant Conness of Global Wealth Management, was recently featured in CNBC.com as well as Newsweek and other major online media outlets, including Yahoo!Finance, Reuters, MarketWatch and many others.

Client-relationship professional, Jackie Wylen, joins the Employee Benefits Division of the Cleveland-based wealth management firm.

Andew Costa and Grant Conness, of Global Wealth Management, a retirement income planning company, take a look at what it really means to be held to a fiduciary standard, versus a suitability standard, and which standard is truly best for the client.

Judith Henry, CFP® of the Financial Planning Association™ (FPA) of Massachusetts will hold a financial planning presentation entitled “Financial Fire Drill” at the Westborough Public Library, 55 Main Street in Westborough, MA on Wednesday, April...

Robert Turner, President & CEO of Capitol Financial Solutions (CFS), is pleased to welcome new financial advisor, Robert Zavell, AAMS, to the firm.

Robert Turner, President & CEO of Capitol Financial Solutions (CFS), is pleased to welcome new registered representative, Andrew Lynch, to the firm.

Carol Schmidlin, retirement planning expert, was recently featured in CNBC.com as well as Newsweek and other major online media outlets, including Yahoo!Finance, MSN Money, MarketWatch and many...

Harbor Financial Group, Inc. is celebrating 25 years of delivering personalized financial planning solutions and investment management to individuals and businesses in the Denver- Boulder area.   Harbor Financial Group, Inc.

Kelly Smith, veteran financial services professional, joins the Cleveland-based wealth management...

This past Friday, March 15th, 2013, a team of financial representatives at Capitol Financial Solutions, a local financial services firm in Raleigh, hosted a client appreciation event for the 2013 ACC Tournament.  William D.

SPRINGFIELD, MO. – Jack Thurman, president of BKD Wealth Advisors, LLC, is pleased to announce that Managing Advisor Gretchen Cliburn has been named chair of BKD Wealth Advisors’ Financial Planning Committee.

Cedar Brook Financial Partners, LLC is pleased to welcome Lucy Skillicorn, Executive Assistant to Ted Lorenzen, ChFC® and Anthony Podojil, PhD, Partners of the Cleveland-based wealth management firm. Ms.

Financial Planning Association™ of Massachusetts (FPA MA) announces that member Barrett Costello of Braintree, MA has been named to the Board of Directors as Public Relations Director.

JMS Capital Management, Inc., a branch office of The Investment Center, Inc., providing individual and corporate investment advisory and retirement services to both private and institutional clients announced the opening of their Naperville office.

We would like to take this opportunity to recognize three exceptional individuals who have called R.