News Found:

7 Hours ago adviser recognized for assisting victims of human trafficking
The winner of the Invest in Others 2020 Catalyst Award is Lynette Atchley, CEO and managing director of CPA financial Advisors Inc., for helping to create Rebirth Homes, which combats human ...
InvestmentNews

9 Hours ago Is Saudi Arabia about to go nuclear with China’s help?
Israel is right to be concerned,” said Saeed Ghasseminejad, a senior Iran and financial economics adviser at the Foundation for Defense of Democracies, noting that the Saudis have reasons to go to ...
JNS

19 Hours ago CI financial buying U.S. investment adviser
Bowling provides financial planning and investment management services to high-net-worth clients. CI has been expanding its operations in the U.S. this year in a series of acquisi ...
flamboroughreview.com

19 Hours ago CI financial buying U.S. investment adviser Bowling Portfolio Management
CI financial Corp. says it has signed a deal to acquire U.S. investment adviser Bowling Portfolio Management LLC.
The Star

20 Hours ago CI financial buying U.S. investment adviser Bowling Portfolio Management
CI financial Corp. says it has signed a deal to acquire U.S. investment adviser Bowling Portfolio Management LLC. The firm based in Cincinnati has US$450 million in assets under management. financial ...
The Canadian Press on MSN.com

3 Days ago Pandemic likely to reshape adviser-client communications, survey finds
Broadridge sees an accelerated adoption of digitalization and personalization in the communications between financial advisers and their clients.
InvestmentNews

3 Days ago Kingswood Holdings to acquire Regency Investment Services
Kingswood Holdings has agreed to acquire Surrey-based independent financial adviser (IFA) business Regency Investment Services Limited.
Mortgage Introducer

5 Days ago Ex-Columbia Threadneedle top exec Mark Burgess joins PR firm as senior adviser
Burgess is the most senior figure yet to move from the asset management industry to a financial communications firm ...
Financial News

5 Days ago Birmingham financial platform for women expands to Atlanta
Lauren Pearson, managing director and partner with Hightower Somerset Advisory, and Emily Lassiter, a financial adviser with the firm, launched the platform in in March with every ...
The Business Journals

5 Days ago From shoulder pads to financial advisers — how the NFL Players Association protects its members from fraudsters
Also on a roll is the NFL Players Association, or NFPLA, namely, its unique program to provide the members of its union with qualified financial advisers. Now 20 years old, the NFLPA adviser program ...
InvestmentNews

6 Days ago Outspent by Wall Street, investor advocates focus on educating lawmakers on advice issues
Major financial firms and the trade associations representing them are once again overwhelming investment adviser organizations and investor advocates organization in political spending. But they say ...
InvestmentNews


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