DALBAR Offers Template to Create BICE Budget Identifies 13 Impact Areas
30 août 2016 13h00 HE
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DALBAR, Inc.
Boston, Aug. 30, 2016 (GLOBE NEWSWIRE) -- FOR IMMEDIATE RELEASE Firms have already spent millions in preparation for the April 10, 2017...
GWG Marks Life Insurance Awareness Month
25 août 2016 14h47 HE
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GWG Holdings, Inc.
MINNEAPOLIS, Aug. 25, 2016 (GLOBE NEWSWIRE) -- GWG Holdings, Inc. (Nasdaq:GWGH), a specialty finance company in the life insurance secondary market, is commemorating Life Insurance Awareness Month...
American Portfolios Supports World T.E.A.M. Sports by Sponsoring and Participating in 2016's Face of America Bike Ride
14 juil. 2016 10h45 HE
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American Portfolios Financial Services
HOLBROOK, NY--(Marketwired - July 14, 2016) - American Portfolios Financial Services, Inc. (APFS), a privately-held, independent broker/dealer that provides services and support to financial advisors...
American Portfolios Honors Top-Earning Investment Professionals at Firm's 2016 Leaders Conference
23 mai 2016 12h38 HE
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American Portfolios Financial Services
HOLBROOK, NY--(Marketwired - May 23, 2016) - American Portfolios Financial Services, Inc. (APFS), a privately-held, independent broker/dealer that services financial advisors across the country,...
American Portfolios Ranked No. 1 Best Company to Work for in New York for Small/Mid-Size Companies
12 mai 2016 11h48 HE
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American Portfolios Financial Services
HOLBROOK, NY--(Marketwired - May 12, 2016) -
American Portfolios Financial Services, Inc. (APFS), a privately-held, independent broker/dealer that services financial advisors across the...
David Thompson of Phoenix Marketing International to Present at the ABA's 2016 Trust & Wealth Executive Seminar on the Emergence of Affluent Millennial Investors
04 mai 2016 10h19 HE
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Phoenix Marketing International
RHINEBECK, N.Y., May 4, 2016 (GLOBE NEWSWIRE) -- Phoenix Marketing International (http://phoenixmi.com/), a premier global marketing services firm, today announced that David Thompson, Managing...
PrivCo's Top 20 M&A Advisors for Private Tech M&A Deals in 2015: Goldman Sachs Tops List for Third Year in a Row; #2 Morgan Stanley; #3 J.P. Morgan
21 avr. 2016 15h00 HE
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PrivCo Media LLC
NEW YORK, April 21, 2016 (GLOBE NEWSWIRE) -- PrivCo has just released the PrivCo Top 20 M&A Advisors based on last year’s top deals across the tech industry. PrivCo screened through its...
Death by Benchmarking (Compensation)
20 avr. 2016 10h00 HE
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DALBAR, Inc.
Boston, April 20, 2016 (GLOBE NEWSWIRE) -- As part of the Best Interest Contract Exemption (BICE), advisors are prohibited from making recommendations that will cause compensation for their...
American Portfolios Financial Services CEO Lon T. Dolber to Be Honored at Virtual Enterprises International 20th Annual Gala
15 avr. 2016 15h58 HE
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American Portfolios Financial Services
HOLBROOK, NY--(Marketwired - April 15, 2016) - Lon T. Dolber, CEO, CIO and president of American Portfolios Financial Services, Inc. (APFS), a privately-held, independent broker/dealer that...
Industry Leader Robert J. Moses Appointed to American Portfolios Holdings, Inc. (APH) Board of Directors Advisory Board
11 avr. 2016 16h20 HE
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American Portfolios Financial Services
HOLBROOK, NY--(Marketwired - April 11, 2016) -
American Portfolios Financial Services, Inc. (APFS), a privately-held, independent broker/dealer that serves financial professionals...