World Finance reveals the winners of its annual Wealth Management Awards
09 avr. 2018 05h00 HE
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World Finance
LONDON, April 09, 2018 (GLOBE NEWSWIRE) -- While last year proved to be a lot more positive than the calamitous instability of 2016, challenges remained in the global economy. As such, in 2017,...
FOX Wealth Advisor Forum Provides Practical Responses to Market Shifts
03 avr. 2018 10h00 HE
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Family Office Exchange LLC
CHICAGO, April 03, 2018 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), a global learning and networking community of enterprise families and their key advisors, announced that this year’s FOX...
Top Wealth Management Advisor Reveals Why People Fail at Retirement in Newly Released Book, “Retirement Fail”
03 avr. 2018 08h15 HE
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Greg Sullivan
MCLEAN, Va., April 03, 2018 (GLOBE NEWSWIRE) -- Recognizing the significant role emotions play when making financial decisions and the exponential benefits of identifying potential pitfalls to...
RANE Named ‘Best Security Consulting and Risk Management Firm’ by Family Wealth Report Awards 2018
15 mars 2018 14h00 HE
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RANE Corp.
NEW YORK, March 15, 2018 (GLOBE NEWSWIRE) -- RANE (Risk Assistance Network + Exchange) today announced that it was named “Best Security Consulting and Risk Management Firm” at the fifth annual...
Umpqua Bank Adds Chief Investment Strategist; Expands Wealth Management Capabilities
28 févr. 2018 05h15 HE
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Umpqua Holdings Corporation
PORTLAND, Ore., Feb. 28, 2018 (GLOBE NEWSWIRE) -- Umpqua Bank, a subsidiary of Umpqua Holdings Corporation (NASDAQ:UMPQ), today announced that Jeff Marshall has been named its first chief investment...
Diversified Trust Hires Michael A. Gragnani as Principal
21 févr. 2018 11h52 HE
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Diversified Trust
ATLANTA, Feb. 21, 2018 (GLOBE NEWSWIRE) -- Diversified Trust, an independent comprehensive wealth management firm with offices throughout the Southeast and over $6.5 billion of assets under...
Horizons ETFs US and Cadence Capital Management Launch Hedged US Dividend Yield ETF
14 févr. 2018 08h24 HE
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Horizons ETFs Management (US) LLC
NEW YORK, Feb. 14, 2018 (GLOBE NEWSWIRE) -- Horizons ETFs Management (US) LLC (“Horizons US”), a member of one of the largest collective families of ETFs in the world, in partnership with Cadence...
AM Global Family Investment Office Named Best Multi-Family Office At 2018 Private Asset Management Awards
09 févr. 2018 10h00 HE
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AM Global Family Investment Office
WEST PALM BEACH, Fla., Feb. 09, 2018 (GLOBE NEWSWIRE) -- AM Global Family Investment Office, LLC ("AM Global"), an emerging family office leader, announces that Private Asset Management Magazine, a...
Jeffrey Carson Joins Diversified Trust’s Nashville Office as Senior Vice President
01 févr. 2018 08h30 HE
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Diversified Trust
NASHVILLE, Tenn., Feb. 01, 2018 (GLOBE NEWSWIRE) -- Diversified Trust, an independent comprehensive wealth management firm, recently welcomed Jeffrey Carson, JD, LLM, CWPA, as a Senior Vice...
Bryn Mawr Bank Corporation Reports Fourth Quarter Earnings Impacted by $15.2 Million One-Time Income Tax Charge Related to the Tax Cuts and Jobs Act, Declares $0.22 Dividend, Completes Royal Bank Merger
29 janv. 2018 09h00 HE
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Bryn Mawr Bank Corporation
BRYN MAWR, Pa., Jan. 29, 2018 (GLOBE NEWSWIRE) -- H.R. 1, originally known as the “Tax Cuts and Jobs Act” (“Tax Reform”), signed into law on December 22, 2017, reduced the top federal corporate...