Investment Services

Investment Services

Investment Services News - includes consulting, websites, brokers and related

Investment Services

Investment Services
Investment Services News - includes consulting, websites, brokers and related

CEO Fernando S. Ereneta, CFP of Legacy Wealth Advisors named to Forbes Best-in-State Wealth Advisor List Fourth Year in a Row

eNewsChannels NEWS: -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list.

Fairport Wealth Announces 2021 Community Beacon Recipient, Greater Cleveland Food Bank

eNewsChannels NEWS: -- Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, "The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a hand to the Food Bank. Its mission closely aligns with our goal of helping families."

KF Advisors names Shomari Gilyard, CFP, a partner at NY wealth planning firm

eNewsChannels NEWS: -- Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm.

PARAGON Wealth Strategies Acquires Mellen Money Management, Creating Multi-Generational Wealth Management Firm

eNewsChannels NEWS: -- PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management - a fee only financial planning firm specializing in investment management and life-stages planning for growing families.

Edward Jones Adds Financial Advisor Keith Eckhardt in Colorado Springs

eNewsChannels NEWS: -- Edward Jones Financial Advisor Mike Biehl announced today that Financial Advisor Keith Eckhardt, has joined his office in Colorado Springs on October 14, 2020.

Fiduciary Insurance Services, LLC (FIS) announces its launch as a provider of strategic consulting, insurance advice, and investment advice

eNewsChannels NEWS: -- Fiduciary Insurance Services, LLC (FIS) announces its launch today as a provider of strategic consulting, insurance advice, and investment advice, on an hourly or retainer basis, to financial institutions seeking to participate in a growing trend for insurance distributed via fiduciaries.

Klingenstein Fields Wealth Advisors rebrands as Klingenstein Fields Advisors (KF Advisors)

eNewsChannels NEWS: -- Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors).

Klingenstein Fields Wealth Advisors welcomes Andrew Crofton as a Managing Director

eNewsChannels NEWS: -- Klingenstein Fields Wealth Advisors (KFWA), a wealth management firm with approximately $4 billion in assets under management, is pleased to announce that Andrew Crofton has joined the firm as a Managing Director.

MPI REPORT: Wide Range of Private Market Fund Returns Could Explain Ivy Endowments’ Lackluster 2019 Performance

eNewsChannels NEWS: -- Markov Processes International (MPI), a leading provider of investment research, analysis and reporting solutions for the global wealth and asset management industry, today announced the publication of its annual Ivy League endowment performance analysis for the latest fiscal year, "Measuring the Ivy 2019: Decoding the Performance Gap."

Fairport Wealth Announces 2020 Community Beacon Recipient: Shoes and Clothes for Kids (SC4K)

eNewsChannels NEWS: -- Fairport Wealth is pleased to announce its support of Shoes and Clothes for Kids (SC4K) as its 2020 Community Beacon recipient. For 50 years, SC4K has been removing barriers to school attendance by providing essential school supplies such as school shoes and uniforms for kids in need.

WHAT'S NEWS