Magnus Financial Group Announces Katherine Babicz, CFP®, Has Joined the Firm as Vice President of Investment Operations
September 27, 2021 09:00 ET | Magnus Financial Group LLC
NEW YORK, Sept. 27, 2021 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Katherine Babicz, CFP®, has joined the firm as Vice President of Investment Operations....
FOX Announces Leadership Succession
September 21, 2021 12:15 ET | Family Office Exchange LLC
CHICAGO, Sept. 21, 2021 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), the industry-leading membership organization serving multi-generational families, family office executives, and trusted...
Global High Net Worth (HNW) Investors Targeting and Servicing Report 2021 - US and the UK are Considered Entrepreneurial Havens Among HNW Expats
September 20, 2021 02:48 ET | Research and Markets
Dublin, Sept. 20, 2021 (GLOBE NEWSWIRE) -- The "Targeting and Servicing High Net Worth (HNW) Investors - Strategies, Investment Behaviors, Investor Proclivities with regards to Risk, Loyalty, and...
Investor Survey Reveals Advisors are Still Battling Loyalty and Client Self-Confidence When It Comes to Their Financial Futures
September 15, 2021 09:03 ET | Investments & Wealth Institute
DENVER, CO, Sept. 15, 2021 (GLOBE NEWSWIRE) -- The Investments & Wealth Institute released its 2021 Investor Report, conducted by Absolute Engagement, in partnership with Hightower Advisors,...
Institutional Retirement Income Council Appoints Michelle Richter as Executive Director
September 14, 2021 10:00 ET | Institutional Retirement Income Council
ISELIN, N.J., Sept. 14, 2021 (GLOBE NEWSWIRE) -- The Institutional Retirement Income Council (IRIC), a non-profit think tank for the retirement income planning community, today announced the...
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Gluskin Sheff launches new donor advised fund for Canadians
September 14, 2021 09:00 ET | ONEX Corporation
TORONTO, Sept. 14, 2021 (GLOBE NEWSWIRE) -- Gluskin Sheff + Associates Inc. (“Gluskin Sheff”), the wealth management platform of Onex Corporation (“Onex”) (TSX: ONEX), today announced the launch of...
Blue Chip Partners Surpasses $1 Billion in Assets Under Management
September 10, 2021 06:00 ET | Blue Chip Partners
FARMINGTON HILLS, Mich., Sept. 10, 2021 (GLOBE NEWSWIRE) -- Blue Chip Partners, a Farmington Hills, Michigan-based wealth management firm announced today that the company has surpassed $1 billion in...
The Cortale Group Celebrates Its Clients By Hosting Events In Maryland And Virginia
September 01, 2021 11:57 ET | The Cortale Group at LPL Financial
WASHINGTON, Sept. 01, 2021 (GLOBE NEWSWIRE) -- John Cortale, Managing Director of The Cortale Group and Wealth Advisor at LPL Financial will be hosting two events in appreciation of his clients in...
Innovator ETFs Announces New Upside Caps for September Series of U.S. Equity Buffer ETFs
September 01, 2021 08:50 ET | Innovator Capital Management
CHICAGO, Sept. 01, 2021 (GLOBE NEWSWIRE) -- Innovator Capital Management, LLC (Innovator) today announced the upside caps and return profiles for the September series of the U.S. Equity Buffer ETFs™...
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Fieldpoint Private Unveils Its New Look
August 30, 2021 14:06 ET | Fieldpoint Private
GREENWICH, Conn., Aug. 30, 2021 (GLOBE NEWSWIRE) -- Fieldpoint Private has unveiled a reimagined brand promise, corporate identity system and website. More than a customary rebranding, the new...