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Finance CategoryPublished: 2020-07-23 As directors in the Audit department, both Casabona and Vora will serve as the key contact auditors on audit engagements and will be responsible for all aspects of the audit, including planning, budgeting, supervision, review and the preparation of financial statements. Published: 2020-07-23 Advance Capital Management is pleased to announce two financial advisors – Ryan Sheffer and Terra Hohf – have been named to Forbes magazine’s 2020 Top Next-Gen Wealth Advisors list Published: 2020-07-23 Advance Capital Management is pleased to announce Ryan Sheffer has been named to Forbes magazine’s 2020 Top Next-Gen Wealth Advisors list. Published: 2020-07-15 Cambridge, Massachusetts – July 13, 2020 – The NAAA announced July 11th that Jacob Khan would serve as the President and Executive Director of the organization until 2022. Published: 2020-06-12 Award winning investment firm Eliseo Partners (Asia) Limited acquired by QMIS Financial Group for private equity fund  Published: 2020-06-09 The addback of taxable gifts has been extended for estates of decedents dying on or after January 16, 2019, and before January 1, 2026.Published: 2020-06-03 The partnership will help credit unions reduce third party vendor expenses while
improving vendor performance and risk management.   Published: 2020-05-29 PrivacyRules members from North America, Europe and Asia will debate one of the main HR questions as people are returning to work after the Covid-19 lockdown: what employers can and should do to protect safety in the workplace while respecting employee privacy. Published: 2020-05-21 Incentive-based life insurance platform YuLife recognized as insurance industry leader in the prestigious Financial Services Forum’s annual awardsPublished: 2020-04-29 Contemi Solutions, a global FinTech provider, today announced the launch of a lite version of client portal to response to resolve the challenges that wealth managers and financial advisors face whilst trying to effectively communicate with their clients during the COVID-19 lockdown. Published: 2020-04-27 Terra Hohf is ranked as one of the top women wealth advisors in Michigan. Published: 2020-04-21 Skyline Advisors, a Registered Investment Advisor (RIA) is pleased to announce that Sarah Arnold, Financial Associate has earned the designation of Chartered Retirement Planning CounselorSM or CRPC® by The College for Financial Planning®. Published: 2020-02-25 Multi-award winning and regulated online CFD broker, Fondex, is proud to announce the addition of Paypal in its available account funding methods. Published: 2020-01-23 Michael Hohf and Jeffrey Lido earn spots on Forbes magazine’s coveted Best-in-State Wealth Advisor list. Published: 2020-01-21 Fourth annual conference to attract attendees from across the fintech and financial services world, with evening events, workshops and meetups Published: 2020-01-17 Denver based Regulation D Resources has announced a Spring 2020 launch of Regulation A+ Offering Preparation Services for companies seeking to raise capital using the SEC's Regulation A+ program. Published: 2020-01-16 Fourth annual conference to attract attendees from across the fintech and financial services world, with evening events, workshops and meetupsPublished: 2020-01-15 The Constellation Digital Platform allows development partners to create new services, test them and ultimately submit them for certification upon completion. Published: 2020-01-09 The 22,000 square foot office is an improvement from MBAF’s prior location that will accommodate state-of-the-art technology and a variety of collaborative spaces to foster the industry leading-service MBAF is known for.  Published: 2019-12-26 Thousands of people from all over the world participate in The January Money Diet, a month-long no spending challenge that helps people save and start the new year financially strong. |
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