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11 Mar 2019, 1:42 pm by Joshua White
  Bol Mel was described as having served as the chairman of the South Sudan Chamber of Commerce and a principal financial advisor to South Sudanese President Salva Kiir while his company was allegedly receiving preferential treatment from high-level officials. [read post]
11 Mar 2019, 10:51 am by Daily Record Staff
Gregory Derwart was named chief operating officer of Maller Wealth Advisors, a full-service financial planning and investment management company. [read post]
10 Mar 2019, 8:45 am by Kevin LaCroix
  Background Allegis Investment Services is a broker-dealer investment company and its affiliate Allegis Investment Advisors is a registered investment advisor company (collectively, “Allegis”). [read post]
8 Mar 2019, 1:54 pm by Malecki Law Team
Additionally, older individuals lose their life savings, investments or retirement money from unscrupulous brokers or financial advisors. [read post]
8 Mar 2019, 12:30 pm by Renae Lloyd
Despite his checkered employment record, he has been affiliated with 7 different advisory firms during his career, including Concorde Investment Services in Spring Lake, NJ, and Westminster Financial Services in Providence, Rhode Island. [read post]
8 Mar 2019, 5:52 am
Vermeulen (Tilburg University), on Wednesday, March 6, 2019 Tags: Cybersecurity, Financial technology, Privacy, Social capital, Social media, Social networks, Tech companies Remarks Before the Council of Institutional Investors Posted by Hester M. [read post]
8 Mar 2019, 2:00 am by HR Daily Advisor Editorial Staff
Formed by Leeds Equity Partners in 2016, Simplify Compliance serves a range of industries, including financial services, healthcare, human capital management, and telecommunications. [read post]
6 Mar 2019, 9:00 am by Site Admin
I really enjoyed the positive aspects of using that name to signify our financial services. [read post]
6 Mar 2019, 4:00 am by Administrator
By the time the respondents invested in Focus, they had formed their own opinion on their financial advisors’ competence and probity which was not dependent on Mr. [read post]
Given younger generations’ high student debt loads and savings goals, consider offering services that help attain financial wellness. [read post]
5 Mar 2019, 12:09 pm by Kyle Persaud
To see if any of these contracts are available to you, contact your insurance company, bank, financial advisor, or plan administrator. [read post]
5 Mar 2019, 10:03 am by ccollins
Triad Advisors, LLC Uhlmann Price Securities, LLC United Planners’ Financial Services of America, LP Vanderbilt Securities, LLC Vestech Securities, Inc. [read post]
5 Mar 2019, 9:56 am by ccollins
Among the broker-dealers that sold these investments were Advisor Group firms Sagepoint Financial Inc, Royal Alliance Associates, Inc., Woodbury Financial Services, Inc., and FSC Securities Corp. [read post]
4 Mar 2019, 10:36 am by Lev Sugarman
R Street does not discriminate on the basis of age, sex, race, creed, color, national origin, sexual orientation, era of military service, gender identity, relationship structure or anything else that’s illegal, immoral or stupid to use as a basis for hiring. [read post]
4 Mar 2019, 2:00 am by Dakota Murphey
A culture truly invested in its people needs constant nurture and investment, both financially and in management time. [read post]
3 Mar 2019, 1:02 pm by admin
UBS’ so-called Yield Enhancement Strategy or YES was pitched by some financial advisors to investors as a safe investment tool to enhance the yield in their portfolios. [read post]
1 Mar 2019, 2:29 pm by Lax & Neville LLP
Financial services firms such as Merrill Lynch have business development accounts, or travel and entertainment spending allowances, for Financial Advisors, and other client facing/business development personnel. [read post]
1 Mar 2019, 10:10 am by Tom Kosakowski
Psych., Clinical Psychologist, Centre for Addiction and Mental Health (CAMH)Networking BreakPlenary:  There are no sacred cows or Ombuds – Howard Sapers, recently the Independent Advisor on Corrections Reform to the Ontario provincial government, and former Correctional Investigator of Canada; Nora Farrell, Ryerson University OmbudspersonConcurrent Learning Sessions8A – Recommendations accepted, but what about their implementation? [read post]