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

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.

‘Deliberate Money Moves’ Podcast Launched by Best Financial Life

eNewsChannels NEWS: -- Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how to make better, more beneficial decisions when it comes to their financial landscape.

Conte Wealth Advisors Opens New Office in York, Pennsylvania, Continuing Expansion

eNewsChannels NEWS: -- Camp Hill based Conte Wealth Advisors continues its considerable expansion efforts opening an office at 1423 E Market St in York and welcoming two seasoned advisors into the organization.

Beyond AUM Co-Founder Nima Tolooi Named a 2019 Crain Notable Entrepreneur

eNewsChannels NEWS: -- Nima Tolooi, co-founder of Beyond AUM, has been named one of Crain's Chicago Business's 2019 Notable Entrepreneurs. Crain's list of Notable Entrepreneurs features 44 businesspeople who have identified needs and untapped opportunities in the market; organized and run companies; and taken on greater-than-normal financial risk to achieve success

Paul B. Stetz Joins Fairport Wealth as Chief Operating Officer

eNewsChannels NEWS: -- Fairport Wealth (formerly Fairport Asset Management) announced today the appointment of Paul B. Stetz as Chief Operating Officer and member of the Executive Leadership Team.

Venture Capital Firm Innova Memphis Announces Sale of Portfolio Company Arkis Biosciences to Integra LifeSciences

eNewsChannels NEWS: -- Innova Memphis, a Memphis-based early stage venture capital firm, is pleased to announce the acquisition of its portfolio company Arkis Biosciences. Knoxville-based Arkis, a neuro-surgical medical device company, has been acquired by Integra LifeSciences Holding Corporation, a leading medical technology company.

Charles Street Research (CSR) Reveals New FLEX-10 Index to Track Performance of the Market’s Top Ten Stocks

eNewsChannels NEWS: -- Charles Street Research (CSR), a financial research and publishing think tank based in Baltimore, Maryland, recently revealed a brand new performance index for one of their top research services.

The Solaris Group Joins Klingenstein Fields’ KF Group LP in New York

eNewsChannels NEWS: -- The Solaris Group (Solaris), a New York-based wealth advisor and investment consultant to non-profit organizations, today announced that it is joining KF Group LP, an affiliate of Klingenstein Fields Wealth Advisors (KFWA), a complementary wealth advisor also based in New York.

Klingenstein Fields Wealth Advisors (KFWA) Acquires Assets of The Solaris Group LLC

eNewsChannels NEWS: -- Klingenstein Fields Wealth Advisors (KFWA), a leading independent wealth advisor based in New York, today announced the acquisition, through its affiliate KF Group LP, of the assets of The Solaris Group, LLC (Solaris), a complementary New York-based wealth advisor. Together, the combined firm will have over $4.0 billion in assets under management.

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