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Financial services

Home›Category: "Financial services" (Page 2)
  • Financial services

    Transformative technologies will disrupt financial services

    By Mark L. Wells
    November 4, 2021
    5G / 6G and AI technology, global communication network concept. 6G business chart. Global affairs. The technologies that have decimated and transformed the retail ...
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  • Financial services

    Young talents start a career in financial services with the company Wrexham

    By Mark L. Wells
    November 4, 2021
    There is cause for celebration in a Wrexham-based financial planning firm, thanks to the hard work of a member of their team. GM Wealth ...
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  • Financial services

    ASIC decides to shut down unlicensed financial services business

    By Mark L. Wells
    November 4, 2021
    The businesses regulator confirmed on Thursday (November 4) that it has decided to shut down A One Multi Services on suspicion that the Queensland ...
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  • Financial services

    ASIC shuts down unlicensed financial services business

    By Mark L. Wells
    November 4, 2021
    The Australian Securities and Investments Commission (ASIC) has obtained interim orders and injunctions from the Queensland Federal Court against the directors of an unlicensed ...
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  • Financial services

    Young talent begins financial services career at GM Wealth Management after graduating in financial consulting

    By Mark L. Wells
    November 4, 2021
    Wrexham-based financial planning firm GM Wealth Management celebrated that Simon Pattinson became one of the youngest qualified financial planners through the Quilter Financial Adviser ...
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  • Financial services

    Mother-Son Team Building Strong Financial Services Niche | Business Observer

    By Mark L. Wells
    October 29, 2021
    When Jeff Galati decided to take his dog to the park for a weekend four years ago, he had no idea it would be ...
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  • Financial services

    Bill Reynard Explains How Financial Services Can Help Americans With Common Financial Difficulties

    By Mark L. Wells
    October 18, 2021
    Today, one in three adults in the world understands basic financial concepts; however, in America that number is reduced to just three in seven ...
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  • Financial services

    sexual assault in financial services

    By Mark L. Wells
    October 18, 2021
    Warning trigger: The following article contains references to sexual assault I recently reached out to my community of women in the profession to ask ...
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  • Financial services

    Financial services sector diversification strategies

    By Mark L. Wells
    October 15, 2021
    We started to diversify our asset managers almost a decade ago. While we have made significant progress towards our diversity goals, we have come ...
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  • Financial services

    Joseph Mattera, Financial Services Representative, interviewed on the Influential Entrepreneurs podcast

    By Mark L. Wells
    October 8, 2021
    Joseph Mattera, discusses his approach to helping clients prepare for retirement. Mattera explained: “I am very happy to offer this training to people who ...
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  • Financial services

    Hearts & Science wins FTSE 100 Financial Services Customer Award

    By Mark L. Wells
    October 6, 2021
    Hargreaves Lansdown, a FTSE 100 wealth management company, has appointed Omnicom’s Hearts & Science UK as its media agency partner, following a tender. The ...
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  • Financial services

    Microsoft Cloud for Financial Services will generally be available from November 1

    By Mark L. Wells
    October 5, 2021
    Microsoft has several cloud verticals spanning various areas including sustainability, nonprofits, healthcare, manufacturing, and retail. The company is going will soon add Microsoft Cloud ...
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  • Financial services

    Digital Financial Services and the Eyewitness Financial Technology Marketplace

    By Mark L. Wells
    October 4, 2021
    Digital financial services and fintech market QY Reports’ Global Digital Financial Services and Financial Technology Market report is a meticulously conducted study. Experts with ...
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  • Financial services

    If you invested $ 1,000 in The PNC Financial Services Group, Inc 10 years ago, this is what you would have now

    By Mark L. Wells
    September 28, 2021
    For most investors, how important the price of a stock changes over time is. This factor can affect your investment portfolio and help you ...
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  • Financial services

    PennyMac Financial Services Named High Dividend Stock with Insider Buys and 1.26% Yield (PFSI)

    By Mark L. Wells
    September 24, 2021
    IIn this series, we take a look at the most recent Dividend channel ” DividendRank, ” then we select only those companies that have ...
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  • Financial services

    Should you add Provident Financial Services (NYSE: PFS) to your watchlist today?

    By Mark L. Wells
    September 22, 2021
    For newbies, it might seem like a good idea (and an exciting prospect) to buy a business that tells investors a good story, even ...
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  • Financial services

    Lesko Financial Services appoints three advisers as partners / owners

    By Mark L. Wells
    September 20, 2021
    Robert hartung BINGHAMTON, NY – Lesko Financial Services, Inc. has announced that three of its financial advisors have become partners with the company. Lesko ...
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  • Financial services

    Company: FHLBank Atlanta Hosts Fourth Annual Financial Services

    By Mark L. Wells
    September 17, 2021
    ATLANTA, September 16, 2021 (News) – The Federal Home Loan Bank of Atlanta (FHLBank Atlanta) today hosted, in collaboration with the National Association of ...
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  • Financial services

    FHLBank Atlanta Hosts Fourth Annual Financial Services

    By Mark L. Wells
    September 16, 2021
    ATLANTA, September 16, 2021 (GLOBE NEWSWIRE) – The Federal Home Loan Bank of Atlanta (FHLBank Atlanta) today hosted, in collaboration with the National Association ...
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  • Financial services

    FHLBank Atlanta Hosts Fourth Annual Financial Services Careers Workshop for Women and Minorities … | Your money

    By Mark L. Wells
    September 16, 2021
    ATLANTA, September 16, 2021 (GLOBE NEWSWIRE) – The Federal Home Loan Bank of Atlanta (FHLBank Atlanta) today hosted, in collaboration with the National Association ...
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  • Financial services

    Is Fidelity Select Financial Services (FIDSX) a great choice for mutual funds right now?

    By Mark L. Wells
    September 10, 2021
    On looking for a Sector – Finance fund? Starting with Fidelity Select Financial Services (FIDSX) is a possibility. FIDSX carries a Zacks mutual fund ...
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  • Financial services

    What Financial Services Can Learn From Cristiano Ronaldo

    By Mark L. Wells
    September 10, 2021
    “Agua.” That’s what Ronaldo had to say, holding a water bottle in the air during a press conference during the Euros earlier this year. ...
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  • Financial services

    ASIC helped kick 70 people out of financial services in the first half of the year

    By Mark L. Wells
    September 9, 2021
    From January to June 2021, the Australian Securities and Investments Commission (ASIC) helped courts impose $ 29.6 million in civil penalties and prosecute 133 ...
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  • Financial services

    American College of Financial Services Hosts 7th Annual Clambake to Raise Fund for Service … | Your money

    By Mark L. Wells
    September 8, 2021
    King of Prussia, Pa., September 08, 2021 (GLOBE NEWSWIRE) – 2021 marks the 7th Annual Clambake and Solider Citizen Awards event, organized by the ...
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  • Financial services

    American College of Financial Services Holds 7th Annual Clambake to Raise Funding for Service Membership Scholarships

    By Mark L. Wells
    September 8, 2021
    News and research before you hear about it on CNBC et al. Claim your 1-week free trial for StreetInsider Premium here. American College Penn ...
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  • Financial services

    American College of Financial Services Hosts 7th Annual Clambake to Raise Funding for Service Membership Scholarships

    By Mark L. Wells
    September 8, 2021
    American College Penn Mutual Center for Veterans Affairs Marks Milestone with 1,000th Fellowship Awarded King of Prussia, Pa., September 08, 2021 (GLOBE NEWSWIRE) – ...
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  • Financial services

    ICD event discusses ways to promote cross-border disruptive financial services

    By Mark L. Wells
    September 4, 2021
    The Islamic Society for the Development of the Private Sector (CIM) (www.ICD-ps.org), member of the Islamic Development Bank Group (BIDBG), organized a side event ...
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  • Financial services

    How blockchain can transform the financial services industry | Cryptocurrency

    By Mark L. Wells
    September 3, 2021
    Blockchain technology is one of the major innovations in the financial industry, promising to reduce fraud, ensure fast and secure transactions and transactions, and ...
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  • Financial services

    How Blockchain Can Transform the Financial Services Industry

    By Mark L. Wells
    September 3, 2021
    Blockchain technology is one of the leading innovations in the financial industry, promising to reduce fraud, ensure fast and secure trades and transactions, and ...
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  • Financial services

    Hochul appoints former Obama adviser as superintendent of Department of Financial Services

    By Mark L. Wells
    September 1, 2021
    Adrienne Harris (Photo credit: University of Michigan website) ALBANY, NY – Governor Kathy Hochul has named Adrienne Harris to lead the New ...
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  • Financial services

    Openwork relaunches the conference of women in financial services

    By Mark L. Wells
    August 31, 2021
    Openwork Partnership relaunched its annual conference on Women in Financial Services. The conference, which is the third event under the theme Inspiring Women in ...
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  • Financial services

    Openwork Partnership Relaunches Conference on Women in Financial Services

    By Mark L. Wells
    August 31, 2021
    “The goal is to inspire women and provide role models as we build on the company’s commitment to supporting women in financial services and ...
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  • Financial services

    Financial services team up | News, Sports, Jobs

    By Mark L. Wells
    August 21, 2021
    MARIETTA – A financial planning firm in Marietta since 1986, Fleming Watson Financial Advisors joined Commonwealth Financial Services as part of the firm’s expansion ...
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  • Financial services

    Reserve Bank of India’s FI index shows better access to financial services

    By Mark L. Wells
    August 18, 2021
    According to the Reserve Bank of India’s (RBI) Financial Inclusion Index (FI-Index), which the central bank presented on Tuesday, the considerable work being done ...
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  • Financial services

    Responding to Scandals, a Poor Platform for Financial Services Reform: ALRC Panel

    By Mark L. Wells
    August 18, 2021
    The President of the ALRC, the Hon. Judge Sarah Derrington Legal academics who study the effectiveness of financial services law believe that the development ...
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  • Financial services

    Financial services progress towards opening up to women

    By Mark L. Wells
    August 10, 2021
    By Anna Rich While there is still some way to go, the financial services industry has made major strides in opening up to women ...
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  • Financial services

    The American College of Financial Services hosts the 15th

    By Mark L. Wells
    August 5, 2021
    King of Prussia, Pa., Aug. 05, 2021 (GLOBE NEWSWIRE) – 2021 marks the 15th Annual Conference of African American Financial Professionals (CAAFP), hosted by ...
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  • Financial services

    American College of Financial Services Hosts 15th Annual African American Conference … | New

    By Mark L. Wells
    August 5, 2021
    King of Prussia, PA, August 05, 2021 (GLOBE NEWSWIRE) – 2021 marks the 15th Annual African American Financial Professionals Conference (CAAFP), hosted by the ...
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  • Financial services

    Wellington financial services firm FoxPlan censored by Financial Markets Authority for malpractice

    By Mark L. Wells
    July 27, 2021
    123RF The FMA discovered that four of FoxPlan’s representatives falsely claimed to clients that they were a licensed financial advisor or financial planner. Wellington’s ...
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  • Financial services

    Financial Services and Retirement Planning Expert and Former CEO of VALIC Financial Advisors Joins CEO Coaching International®

    By Mark L. Wells
    July 27, 2021
    MIAMI, July 27, 2021 / PRNewswire / – CEO International Coaching®, the leading firm for coaching growth-focused CEOs and entrepreneurs globally, is pleased to ...
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  • Financial services

    Expert in financial services and retirement planning and former CEO of VALIC Financial Advisors joins CEO Coaching International®

    By Mark L. Wells
    July 27, 2021
    MIAMI, July 27, 2021 / PRNewswire / – International CEO coaching®, the global leader in coaching CEOs and growth-oriented entrepreneurs, is pleased to announce ...
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  • Financial services

    Mesirow Financial Services appoints Natalie Brown as next CEO

    By Mark L. Wells
    July 22, 2021
    Mesirow also breaks with tradition by appointing its first external director, Larry Richman, the former CEO of PrivateBank. He resigned in March from his ...
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  • Financial services

    On-Demand Webinar: How to Lead Amid Uncertainty in the Financial Services Ecosystem | Avocado

    By Mark L. Wells
    July 21, 2021
    Loudspeakers: Rishabh Bhandari, Chief Securities and EMEA Regulator, Wells fargo Rishabh Bhandari is Chief Securities & Regulatory Counsel EMEA at Wells Fargo. He leads ...
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  • Financial services

    Transparency with Diana B.: Latina’s Life in Financial Services

    By Mark L. Wells
    July 21, 2021
    Silvia Tergas has been fortunate enough to pursue her passions and use her differences to her advantage within the financial services industry. Silvia’s father, ...
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  • Financial services

    See financial services turn in favor of second quarter

    By Mark L. Wells
    July 21, 2021
    By Allison Prang Discover Financial Services posted a profit in the second quarter as it recorded a much lower allowance for credit losses than ...
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  • Financial services

    Bankers choose fourth industrialization to provide good financial services

    By Mark L. Wells
    July 20, 2021
    By MARTIN LUTHER OKETCH Bankers under their umbrella, the Uganda Bankers Association (UBA) have chosen the Fourth Industrial Revolution as the main topic of ...
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  • Financial services

    The future of quantum computing in financial services

    By Mark L. Wells
    July 16, 2021
    There is no shortage of quantum computing these days, and with good reason. Quantum computers have the potential to unlock new answers and solve ...
    Read More
  • Financial services

    Business News | Stock market and stock market news

    By Mark L. Wells
    July 9, 2021
    Search for quotes, news, net asset values ​​of mutual funds Rolex rings INE645S01016, ROLEXRINGS, 543325 Vodafone idea INE669E01016, IDEA, 532822 Glenmark’s life INE03Q201024, GLS, ...
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  • Financial services

    Encouraging acceleration of cloud adoption in financial services

    By Mark L. Wells
    July 6, 2021
    Niall Twomey, CTO at Fenergo, explains how accelerating cloud adoption in financial services is an encouraging sign Financial services CIOs are increasingly willing to ...
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  • Financial services

    UK secures financial services exclusion from new global tax rules – FT | Invest News

    By Mark L. Wells
    June 30, 2021
    Buildings are seen in the Canary Wharf business district, as people walk along a footpath, amid the outbreak of coronavirus disease (COVID-19), in London, ...
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  • Financial services

    thebahamasweekly.com – Minister of Financial Services, Trade and Industry and Immigration, Elsworth Johnson

    By Mark L. Wells
    June 15, 2021
    BUDGETARY COMMUNICATION 2021 BY THE HON. ELSWORTH JOHNSON, MP MINISTER OF FINANCIAL SERVICES, TRADE AND INDUSTRY AND IMMIGRATION THURSDAY 10 JUNE 2021 INTRODUCTION SIR. ...
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  • Financial services

    Call for diversity in financial services

    By Mark L. Wells
    June 4, 2021
    In an age when companies of all sizes are taking a close look at their workforce and leadership mix, how do banks – traditionally ...
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  • Financial services

    Financial Services Regulatory Authority of Ontario updates: title protection, agent standards

    By Mark L. Wells
    May 18, 2021
    The proposed title protection framework aims to improve consumer protection in the financial services industries, to protect the titles of financial planners and financial ...
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  • Financial services

    American College of Financial Services Launches New Training Program – Ed Slott and Company’s IRA Success

    By Mark L. Wells
    April 6, 2021
    Combining the expertise of the American IRA expert and his team with the College’s proven pedigree in the design and delivery of e-learning King ...
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  • Financial services

    Timpson Joins Financial Services Consumer Panel

    By Mark L. Wells
    April 6, 2021
    Scottish Widows’ outgoing director of technical and industrial affairs, Johnny Timpson, has been appointed to the Financial Services Consumer Panel (FSCP). Timpson (pictured) began ...
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  • Financial services

    The American College of Financial Services and Society

    By Mark L. Wells
    March 31, 2021
    King of Prussia, Pennsylvania, March 31, 2021 (GLOBE NEWSWIRE) – George Nichols III, President and CEO of the American College of Financial Services, today ...
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  • Financial services

    Megan E. Flood of Flood Financial Services receives Certified Financial Planner® (CFP®) and Certified Divorce Financial Analyst® (CDFA) designations

    By Mark L. Wells
    March 17, 2021
    BURLINGTON, VT – (MARCH 16, 2021) – Flood Financial Services, a local financial services provider with offices in South Burlington, VT and serving clients ...
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  • Financial services

    Local Financial Services Firms Merge to Form Insight Investments & Insurance

    By Mark L. Wells
    March 12, 2021
    Locally owned and operated financial firms, Monarch Financial Group and Financial Management Group, Inc., announce their recent merger. The merger brings together five financial ...
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  • Financial services

    What is finance? Definition & Financial Services

    By Mark L. Wells
    March 9, 2021
    Finance is a broad term that describes activities associated with banking, indebtedness or debt, credit, capital markets, money, and investments. Basically, finance is the ...
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  • Financial services

    Independent Boutique-Broker-Dealer, Prospera Financial Services Welcomes Sierra Pacific Wealth Management to the Firm, Adding $ 375 Million in Assets Under Management

    By Mark L. Wells
    March 9, 2021
    DALLAS, March 9, 2021 / PRNewswire / – Prospera Financial Services, Inc. (Prospera) is proud to announce the affiliation of Sierra Pacific Wealth Management, ...
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  • Financial services

    Financial Services Focused Avalon Acquisition Files for $ 200 Million IPO

    By Mark L. Wells
    February 26, 2021
    Avalon Acquisition, a blank check firm targeting a company in the financial services industry, filed with the SEC on Friday to raise up to ...
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  • Financial services

    Portland-based venture capital firm acquired by Midwestern financial services firm

    By Mark L. Wells
    February 22, 2021
    A $ 3.5 billion St. Louis financial services firm bought North Atlantic Capital Corp., a Portland-based venture capital management firm, for an undisclosed price. ...
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  • Financial services

    New scholarship fund advances women in financial services

    By Mark L. Wells
    February 16, 2021
    LINCOLN, Neb., February 16, 2021 /PRNewswire/ — Ameritas is pleased to announce the Ameritas Fellowship for the Advancement of Women in Financial Services. This ...
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  • Financial services

    CEO of Financial Services Takes National Group Head | Business Observer

    By Mark L. Wells
    January 18, 2021
    FORT MYERS – Southwest Florida Chief Financial Officer Douglas King has assumed the role of Chairman of the Certified Financial Planner Board of Standards ...
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  • Financial services

    Embrace the transition to fiduciary-focused financial services

    By Mark L. Wells
    January 8, 2021
    2. How are you paid? Even though most people are a little hesitant to ask this question, it will come up at some point. ...
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  • Financial services

    RPAY 15th anniversary: ​​Heffernan Financial Services

    By Mark L. Wells
    January 8, 2021
    Blake thibault Since being named the 2015 PLANSPONSOR Retirement Planning Advisory Team of the Year, Heffernan Financial Services has expanded its presence from its ...
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  • Financial services

    Ivy Pierson Renames Financial Services Firm to Pierson Wealth Management

    By Mark L. Wells
    January 5, 2021
    SANTA CLARITA, California, January 5, 2021 / PRNewswire / – Pierson Wealth Management, an independent, holistic financial services company that helps pre-retirees and retirees ...
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  • Financial services

    This Bengaluru-based financial services startup can manage your wealth using predictive technology

    By Mark L. Wells
    December 17, 2020
    Do you feel a little worried and confused when making investments? If so, you are part of the majority. Making investments can get a ...
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  • Financial services

    A conversation with Pat O’Connell, EVP at Ameriprise Financial Services, LLC

    By Mark L. Wells
    December 14, 2020
    In this episode of the series, we explore some of the hottest topics in wealth management with Pat O’Connell, EVP at Ameriprise Financial Services, ...
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  • Financial services

    Epic Trust brings financial services together under one roof

    By Mark L. Wells
    November 12, 2020
    Three local finance professionals started a new business after merging their separate financial planning, investment management, insurance, tax accounting and bookkeeping companies. “We are ...
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  • Financial services

    2020 NextGen Financial Services Professional Awards Winners

    By Mark L. Wells
    October 30, 2020
    King of Prussia, Pa., Oct. 30, 2020 (GLOBE NEWSWIRE) — The American College of Financial Services has announced the winners of its fifth annual ...
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  • Financial services

    Chelsea Financial Services acquires the brokerage assets of Jamestown, NY Firm Bodell Overcash Anderson and Co., Inc.

    By Mark L. Wells
    October 8, 2020
    BUFFALO, NY, October 8, 2020 / PRNewswire / – Chelsea Financial Services is proud to announce the acquisition of client assets from Bodell Overcash ...
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  • Financial services

    A mountain of experience behind a new financial services company

    By Mark L. Wells
    September 2, 2020
    It’s one thing to understand the designation of Baby Boomers, Gen Xers, and Gen Yers – it all depends on when someone was born. ...
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  • Financial services

    The American College of Financial Services is launching a new

    By Mark L. Wells
    August 5, 2020
    King of Prussia, August 05, 2020 (GLOBE NEWSWIRE) – The American College of Financial Services announced yesterday at the Virtual Conference of African-American Financial ...
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  • Financial services

    Insights from Michelle Singletary: Diversity in Financial Services

    By Mark L. Wells
    July 31, 2020
    Author, editor of The Color of Money column in The Washington Post, and TV and radio guest Michelle Singletary addressed a critical topic in ...
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  • Financial services

    The American College of Financial Services National Annual

    By Mark L. Wells
    July 24, 2020
    King of Prussia, July 24, 2020 (GLOBE NEWSWIRE) – The American College of Financial Services, the country’s largest nonprofit accredited educational institution dedicated to ...
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  • Financial services

    The Big Interview: McCrea Financial Services MD Douglas McCrea

    By Mark L. Wells
    July 15, 2020
    The company grows stronger after 21 years, says the managing director. Image: contributed. As the coronavirus crisis and the ensuing lockdown impact all of ...
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  • Financial services

    Behind the purchase of Coe Financial Services by Creative Planning

    By Mark L. Wells
    May 20, 2020
    Deb wanted him to sell. Long before Richard Coe turned 70 last year, his wife had “advocated strongly” for his retirement. Coe – who ...
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  • Financial services

    Factsheet: Costs AFSL (Australian Financial Services Licence) – Finance and Banking

    By Mark L. Wells
    May 14, 2020
    Australia: Factsheet: Costs of AFSL (Australian Financial Services Licence) May 14, 2020 Holley Nethercote To print this article, all ...
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