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....
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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...
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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...
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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...
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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...