Tag: Investment Services

WEST DES MOINES, Iowa, April 12, 2024 (SEND2PRESS NEWSWIRE) -- On March 27, 2024, Foster Group received recognition as a 2024 Gallup Exceptional Workplace Award winner. This is the seventh time Foster Group has received this award, placing them among eleven other companies to achieve this distinction. The award recognizes organizations that have created and remain dedicated to a culture of engagement at the core of their business strategy.

COLORADO SPRINGS, Colo., Dec. 12, 2023 (SEND2PRESS NEWSWIRE) -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

COLORADO SPRINGS, Colo., Oct. 27, 2023 (SEND2PRESS NEWSWIRE) -- Financial Advisor Frank Wynne in Colorado Springs, Colorado has achieved the Certified Private Wealth Advisor®, or CPWA®, designation through the Investments & Wealth Institute®. Coursework was provided by the Yale School of Management.

PHILADELPHIA, Pa., Oct. 26, 2023 (SEND2PRESS NEWSWIRE) -- Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, is excited to announce that HilltopSecurities, a full-service investment bank and wealth advisory firm, has joined Agile's broker-dealer network.

FORT LEE, N.J., Sept. 18, 2023 (SEND2PRESS NEWSWIRE) -- Palisade Capital Management is proud to be included in CNBC's Financial Advisor (FA) 100 rankings for the fourth year in a row - one of only two New Jersey-based firms to be recognized in the rankings. The "CNBC FA 100" honors advisory firms that help clients navigate their financial lives and achieve their financial objectives.

FORT LEE, N.J., Aug. 4, 2023 (SEND2PRESS NEWSWIRE) -- Palisade Capital Management, LP has been recognized by Financial Advisor magazine as one of the top registered investment advisors in the country. For over 25 years, individuals and families have turned to Palisade Private Wealth Management for comprehensive wealth management.

NEW YORK, N.Y., Aug. 1, 2023 (SEND2PRESS NEWSWIRE) -- Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to announce that it has been ranked as one of the top RIAs with $1.0 billion or more in assets.

FORT LEE, N.J., July 27, 2023 (SEND2PRESS NEWSWIRE) -- Palisade Capital Management, LP is pleased to announce Christopher Henderson has joined the firm as Managing Director, Head of Business Development. Chris will focus on further expanding Palisade's institutional business.

COLORADO SPRINGS, Colo., July 10, 2023 (SEND2PRESS NEWSWIRE) -- Keith Eckhardt, an Edward Jones financial advisor in Colorado Springs, CO, recently received the firm's exclusive Soar to Success Award for exceptional achievement in building client relationships within his first five years as a financial advisor. He was one of only 1,122 financial advisors firmwide to receive this award.

COLORADO SPRINGS, Colo., July 7, 2023 (SEND2PRESS NEWSWIRE) -- Mike Biehl, an Edward Jones financial advisor in Colorado Springs, CO recently received the firm's exclusive Spirit of Caring Award for 2023, designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back.

COLORADO SPRINGS, Colo., July 5, 2023 (SEND2PRESS NEWSWIRE) -- Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado, was recently recognized for his exceptional achievement in building client relationships. Eckhardt received two Achievement Awards during the regional meeting in Snowmass Village, Colorado.

NEW YORK, N.Y., May 4, 2023 (SEND2PRESS NEWSWIRE) -- Salomon Brothers has expanded its institutional capital markets division with the addition of eight senior hires, launching the firm's equity research initiative. As other Wall Street firms reduce headcount, Salomon Brothers continues to seek qualified candidates, and these new hires solidify the bank's commitment to hiring exceptional professionals.

FORT LEE, N.J., May 2, 2023 (SEND2PRESS NEWSWIRE) -- Palisade Capital Management, LP, an independent woman-led and majority woman-owned registered investment advisor with approximately $4.1 billion of assets under management, is pleased to announce nine new equity partners, completing an important phase of Palisade's strategic plan and evolution.

ROLLING HILLS ESTATES, Calif. and DENVER, Colo., April 17, 2023 (SEND2PRESS NEWSWIRE) -- Aldy Damian, CEO of Accredas Investments, announces sale and close of its latest marketed commercial property. The sale of Walgreens in Denver, CO MSA adds to the previous twelve month running gross sales proceeds totaling $71 Million dollars for the last fiscal year attributed to Accredas Investments.

NEW YORK CITY, N.Y., April 13, 2023 (SEND2PRESS NEWSWIRE) -- Industry veteran Leonard Jones has been named Executive Director of Municipal Banking and Head of Public Finance for Blaylock Van, LLC, the nation's longest-continuously operating Black-owned investment firm. In this role, he will lead the firm's banking team and solutions for local and municipal government organizations with a focus on financial and risk management.

WARRENVILLE, Ill., Feb. 1, 2023 (SEND2PRESS NEWSWIRE) -- Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the inaugural Forbes Best-in-State Wealth Management Teams list* for 2023! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.

NEW YORK, N.Y., Sept. 20, 2022 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $5.0 billion in assets under management (AUM) as of 12/31/21, has been named to Barron's Top 100 Registered Investment Advisor (RIA) Firms for 2022. This is Barron's seventh annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

PUEBLO, Colo., Sept. 19, 2022 (SEND2PRESS NEWSWIRE) -- St. Louis-based financial services firm Edward Jones celebrates its Centennial, marking a century of transformative growth and the positive impact it has made for clients, colleagues, communities, and society. This year and beyond, Edward Jones' more than 50,000 colleagues across North America will join in activities that celebrate this monumental milestone and set the stage for the continued growth of the firm's impact in the next 100 years.

DELRAY BEACH, Fla. /FLORIDA NEWSWIRE/ -- Bellvue Rush announced today that the options that have only been available to the highest earners must now be made accessible to everyone. The plan is to do so through access to information, as that has only been available to those with the best accountants to date.

WESTLAKE VILLAGE, Calif., Aug. 17, 2022 (SEND2PRESS NEWSWIRE) -- DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.