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Financial Advisor Keith Eckhardt of Edward Jones Colorado Springs Receives CERTIFIED FINANCIAL PLANNER (CFP) Certification

COLORADO SPRINGS, Colo. /Massachusetts Newswire - National News/ -- 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).

Financial Advisor Frank Wynne of EDWARD JONES COLORADO SPRINGS Receives Certified Private Wealth Advisor Designation

COLORADO SPRINGS, Colo. /Massachusetts Newswire - National News/ -- 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.

Agile’s growing Broker-Dealer Network welcomes HilltopSecurities, a full-service investment bank and wealth advisory firm

PHILADELPHIA, Pa. /Massachusetts Newswire - National News/ -- 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.

Palisade Capital Management Included in CNBC FA100 Ranking for 2023, fourth year in a row

FORT LEE, N.J. /Massachusetts Newswire - National News/ -- 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.

Palisade Capital Management Named a Top RIA for 2023 by FA Magazine

FORT LEE, N.J. /Massachusetts Newswire - National News/ -- 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.

Klingenstein Fields Advisors Named as one of America’s Top RIAs by Financial Advisor Magazine for 2023

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- 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.

Christopher Henderson named Managing Director, Head of Business Development, at Palisade Capital Management

FORT LEE, N.J. /Massachusetts Newswire - National News/ -- 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.

Advisor Keith Eckhardt Receives 2023 Edward Jones Soar to Success Award for Exceptional Achievement in Building Client Relationships

COLORADO SPRINGS, Colo. /Massachusetts Newswire - National News/ -- 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.

Financial Advisor Mike Biehl in Colorado Springs Receives 2023 Edward Jones Spirit of Caring Award

COLORADO SPRINGS, Colo. /Massachusetts Newswire - National News/ -- 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.

Keith Eckhardt receives two Edward Jones Awards for Exceptional Achievement in Client Relationships in Colorado

COLORADO SPRINGS, Colo. /Massachusetts Newswire - National News/ -- 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.

Salomon Brothers in NY has expanded its institutional capital markets division with the addition of eight senior hires

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- 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.

Palisade Capital Management LP announces nine new equity partners for NJ registered investment advisor

FORT LEE, N.J. /Massachusetts Newswire - National News/ -- 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.

Aldy Damian, CEO of Accredas Investments announces sale of its latest commercial transaction: Walgreens – Denver, CO MSA

ROLLING HILLS ESTATES, Calif. /Massachusetts Newswire - National News/ -- 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.

Blaylock Van in NYC names Leonard Jones Executive Director of Municipal Banking, Public Finance

NEW YORK CITY, N.Y. /Massachusetts Newswire - National News/ -- 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.

Legacy Wealth Advisors named to the 2023 Forbes Best-in-State Wealth Management Teams List in Illinois

WARRENVILLE, Ill. /Massachusetts Newswire - National News/ -- 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.

Klingenstein Fields Advisors (KF Advisors) named to Barron’s Top 100 Registered Investment Advisor Firms for 2022

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- 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.

Jennifer Oliverio, Financial Advisor, co-hosts an Edward Jones Centennial celebration in Pueblo Colorado

PUEBLO, Colo. /Massachusetts Newswire - National News/ -- 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.

Bellvue Rush Inc. Brings the Investment Strategies of the 1 Percent to Everyone

DELRAY BEACH, Fla. /Massachusetts Newswire - National News/ -- 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.

DaVinci Capital Partners Tailors Customized Financial Solutions for Clients Throughout Ventura County, California

WESTLAKE VILLAGE, Calif. /Massachusetts Newswire - National News/ -- 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.

Financial Advisor Bill Gorab has been named to take over the local Edward Jones office in Colorado Springs

COLORADO SPRINGS, Colo. /Massachusetts Newswire - National News/ -- Financial Advisor Bill Gorab has been named to take over the local Edward Jones office located at 1230 Tenderfoot Hill Rd, Ste 350, Colorado Springs, CO 80906, the firm announced today. Gorab assumes the position of financial advisor from Doug Dirksen.

Southwestern Investment Group in Tennessee names Gary Bonner as COO

FRANKLIN, Tenn. /Massachusetts Newswire - National News/ -- Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.

KF Advisors Opens New Office in South Florida and Adds Senior Business Development and Advisory Resource

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- Klingenstein Fields Advisors (KF Advisors) is excited to announce the opening of an office in West Palm Beach to serve the south Florida market. The establishment of a physical presence in south Florida demonstrates the firm's long-standing commitment to the market and provides a home base from which to operate.

Southwestern Investment Group Named a 2022 Top Workplace in Middle Tennessee

FRANKLIN, Tenn. /Massachusetts Newswire - National News/ -- Southwestern Investment Group, an independent wealth management company, today announced it was once again named to The Tennessean's 2022 list of Top Workplaces in Middle Tennessee. The firm was also honored as a Top Workplace in the Tennessean's 2020 and 2021 lists.

Blaylock Van LLC Partners with institutional trading powerhouse, Seaport Global, to expand market reach

NEW YORK CITY, N.Y. /Massachusetts Newswire - National News/ -- Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment firm, recently entered into a strategic partnership with Seaport Global, an independent institutional sales and trading powerhouse known for its broad global reach to institutional investors. As part of the agreement, Seaport Global recently purchased a minority stake in Blaylock Van.

Fernando S. Ereneta, CFP named to the 2022 Forbes Best-in-State Wealth Advisor List for Illinois

WARRENVILLE, Ill. /Massachusetts Newswire - National News/ -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list for 2022! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.

Nine Southwestern Investment Group Advisors in Tennessee Named to Forbes’ 2022 List of Best-In-State Wealth Advisors

FRANKLIN, Tenn. /Massachusetts Newswire - National News/ -- Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive VP, Luke Aull, Senior Executive VPt, Mark Deering, Senior Executive VP, Tommy Doerfler, Senior Executive VP, John Nail, Senior Executive VP, Tyler Nace, Executive VP, Matt Atchison, Executive VP, and Michael Purifoy, Senior Executive VP, all of Southwestern Investment Group, Franklin, TN were among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors.

Registered Investment Advisers, Southwestern Investment Group, celebrates 20th Anniversary

FRANKLIN, Tenn. /Massachusetts Newswire - National News/ -- Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation's fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.

Financial Advisor Keith Eckhardt of Edward Jones in Colorado Receives Chartered Retirement Plan Specialist Designation

COLORADO SPRINGS, Colo. /Massachusetts Newswire - National News/ -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist.

Beech Brook named 2022 Community Beacon Recipient by Fairport Wealth

CLEVELAND, Ohio /Massachusetts Newswire - National News/ -- Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech Brook's mission.

Blaylock Van Serves as Co-Manager for $1.5B State Street Debt Issuance

NEW YORK CITY, N.Y. /Massachusetts Newswire - National News/ -- Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment firm, recently announced as co-manager for State Street Corp.'s $1.5 debt issuance. The senior unsecured debt issuance, part of State Street's DE&I focus, involved four black-owned investment firms.

Local Edward Jones Branch Office in Pueblo, Colorado welcomes Jennifer Oliverio as new manager

PUEBLO, Colo. /Massachusetts Newswire - National News/ -- Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.

Galway Holdings announced its investment in MAI Capital Management has officially closed

SAN FRANCISCO, Calif. /Massachusetts Newswire - National News/ -- Galway Holdings ("Galway") today announced its investment in MAI Capital Management, LLC ("MAI") has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies.

KF Advisors in New York named to Barron’s Top 100 RIA Firms List for 2021

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron's Top 100 RIA Firms for 2021. This is Barron's sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

Alyssa Gelper Joins KF Advisors as a Managing Director, Senior Advisor

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.

Keith Eckhardt of Edward Jones Receives Accredited Asset Management Specialist Designation

COLORADO SPRINGS, Colo. /Massachusetts Newswire - National News/ -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has achieved the professional designation of Accredited Asset Management Specialist®.

Luma Wealth has formed an Advisory Council to facilitate its national growth

CLEVELAND, Ohio /Massachusetts Newswire - National News/ -- Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.

Rockfleet Announces Availability of CapRaize to Bring Entrepreneurs Closer to Engaged Investors

NEW YORK, N.Y. /Massachusetts Newswire - National News/ -- Rockfleet Financial Services, Inc. ("Rockfleet") announced today immediate availability of CapRaize℠, enabling entrepreneurs and qualified all-stage companies seeking capital to connect seamlessly with all classes of investors, including crowdfunding enthusiasts, accredited investors, qualified purchasers, institutions, and family offices.

HottingerSignals: New Signals for Traders of Options and Futures

JACKSONVILLE, Fla. /Massachusetts Newswire - National News/ -- HottingerSignals.com, LLC is proud to announce the release of its newest algorithm for producing weekly trading signals on 5 ETF's: SPY, QQQ, GLD, IWM, XBI, and their parallel E-Mini futures.

Financial Advisor Keith Eckhardt Takes Over Colorado Springs Edward Jones Branch

COLORADO SPRINGS, Colo. /Massachusetts Newswire - National News/ -- Keith Eckhardt has been named to take over the local Edward Jones office located at 1763 South 8th Street, Ste 1, in Colorado Springs, Colorado, the firm announced today. Eckhardt transferred to the Cheyenne Canyon community from an Edward Jones office in the Widefield community.

Greater Cleveland Food Bank Named Fairport Wealth 2021 Community Beacon Recipient

CLEVELAND, Ohio /Massachusetts Newswire - National News/ -- Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, "The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a hand to the Food Bank. Its mission closely aligns with our goal of helping families."

Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list

WARRENVILLE, Ill. /Massachusetts Newswire - National News/ -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list.

Shomari Gilyard, CFP, Director, Wealth Planning, named a partner at KF Advisors

NEW YORK, N.Y., Jan. 12, 2021 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm.

PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management

JACKSONVILLE, Fla., Dec. 4, 2020 (SEND2PRESS NEWSWIRE) -- PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management - a fee only financial planning firm specializing in investment management and life-stages planning for growing families.

Edward Jones Financial Advisor Keith Eckhardt Suggests Planning for the Expected – and the Unexpected

COLORADO SPRINGS, Colo., Nov. 10, 2020 (SEND2PRESS NEWSWIRE) -- Colorado Springs investors preparing for or living in retirement need to plan for the expected while preparing for the unexpected − and position their investment portfolios for both, says Keith Eckhardt, an Edward Jones Advisor in Colorado Springs, Colorado.

Edward Jones in Colorado Springs Adds Financial Advisor Keith Eckhardt

COLORADO SPRINGS, Colo., Nov. 6, 2020 (SEND2PRESS NEWSWIRE) -- Edward Jones Financial Advisor Mike Biehl announced today that Financial Advisor Keith Eckhardt, has joined his office in Colorado Springs on October 14, 2020.

FIDUCIARY INSURANCE SERVICES LLC launches to provide Integrative wealth management and insurance advice

NEW YORK, N.Y., Sept. 18, 2020 (SEND2PRESS NEWSWIRE) -- Fiduciary Insurance Services, LLC (FIS) announces its launch today as a provider of strategic consulting, insurance advice, and investment advice, on an hourly or retainer basis, to financial institutions seeking to participate in a growing trend for insurance distributed via fiduciaries.

Klingenstein Fields Wealth Advisors to rebrand as Klingenstein Fields Advisors

NEW YORK, N.Y., Aug. 26, 2020 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors).

Andrew Crofton Joins KFWA Klingenstein Fields Wealth Advisors as a Managing Director

NEW YORK, N.Y., May 6, 2020 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a wealth management firm with approximately $4 billion in assets under management, is pleased to announce that Andrew Crofton has joined the firm as a Managing Director.

Shoes and Clothes for Kids (SC4K) is the Fairport Wealth 2020 Community Beacon Recipient

CLEVELAND, Ohio, Feb. 19, 2020 (SEND2PRESS NEWSWIRE) -- Fairport Wealth is pleased to announce its support of Shoes and Clothes for Kids (SC4K) as its 2020 Community Beacon recipient. For 50 years, SC4K has been removing barriers to school attendance by providing essential school supplies such as school shoes and uniforms for kids in need.

MPI REPORT, ‘Measuring the Ivy 2019’ – Range of Private Market Fund Returns Could Explain Ivy Endowments’ Lackluster Fiscal 2019

SUMMIT, N.J. / LONDON / TOKYO, Feb. 19, 2020 (SEND2PRESS NEWSWIRE) -- Markov Processes International (MPI), a leading provider of investment research, analysis and reporting solutions for the global wealth and asset management industry, today announced the publication of its annual Ivy League endowment performance analysis for the latest fiscal year, "Measuring the Ivy 2019: Decoding the Performance Gap."

Best Financial Life Launches PODCAST: Deliberate Money Moves

DANVILLE, Calif., Jan. 21, 2020 (SEND2PRESS NEWSWIRE) -- Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how to make better, more beneficial decisions when it comes to their financial landscape.

Conte Wealth Advisors Opens York Office Continuing Expansion in Pennsylvania

CAMP HILL, Pa., Dec. 3, 2019 (SEND2PRESS NEWSWIRE) -- Camp Hill based Conte Wealth Advisors continues its considerable expansion efforts opening an office at 1423 E Market St in York and welcoming two seasoned advisors into the organization.

Beyond AUM Co-Founder Nima Tolooi Named One of Crain’s 2019 Notable Entrepreneurs

CHICAGO, Ill., Sept. 17, 2019 (SEND2PRESS NEWSWIRE) -- Nima Tolooi, co-founder of Beyond AUM, has been named one of Crain's Chicago Business's 2019 Notable Entrepreneurs. Crain's list of Notable Entrepreneurs features 44 businesspeople who have identified needs and untapped opportunities in the market; organized and run companies; and taken on greater-than-normal financial risk to achieve success

Paul B. Stetz Joins Fairport Wealth, Named COO

CLEVELAND, Ohio, Aug. 29, 2019 (SEND2PRESS NEWSWIRE) -- Fairport Wealth (formerly Fairport Asset Management) announced today the appointment of Paul B. Stetz as Chief Operating Officer and member of the Executive Leadership Team.

Gentry Wilson Partners says China Debt Continues to Rise

TAIPEI CITY, Taiwan, Aug. 15, 2019 (SEND2PRESS NEWSWIRE) -- After the poorest quarterly performance in almost three decades during the period from April to June this year, Gentry Wilson Partners analysts say China is clearly facing serious economic challenges. The world's second largest economy was once the most rapidly expanding, benefitting from inexpensive labor and sizeable government spending on infrastructure.

Venture Capital Firm Innova Announces Sale of Portfolio Company Arkis Biosciences to Integra LifeSciences

MEMPHIS, Tenn., Aug. 6, 2019 (SEND2PRESS NEWSWIRE) -- Innova Memphis, a Memphis-based early stage venture capital firm, is pleased to announce the acquisition of its portfolio company Arkis Biosciences. Knoxville-based Arkis, a neuro-surgical medical device company, has been acquired by Integra LifeSciences Holding Corporation, a leading medical technology company.

Ward Henderson Management says Germany’s 2019 Economic Gloom Could Continue

TAIPEI, Taiwan, July 17, 2019 (SEND2PRESS NEWSWIRE) -- Ward Henderson Management - German economy shows signs of weakening further due to downside risks. In May, an important indicator of overall economic health, declined by more than expected. Germany's manufacturing industry reported poor growth, prompting concerns about the Eurozone's economic wellbeing.

Charles Street Research (CSR) Reveals New FLEX-10 Index to Track Performance of the Market’s Top Ten Stocks

BALTIMORE, Md., June 20, 2019 (SEND2PRESS NEWSWIRE) -- Charles Street Research (CSR), a financial research and publishing think tank based in Baltimore, Maryland, recently revealed a brand new performance index for one of their top research services.

Warrington Shaw: Singapore Factories Stop Hiring Amid Falling Exports

TAIPEI, Taiwan, June 20, 2019 (SEND2PRESS NEWSWIRE) -- Warrington Shaw says Singapore's exports hurt by falling demand from China as trade war escalates. A recent dramatic decline in Singapore's exports has underlined the seriousness of economic problems in Asia. Singapore is traditionally one of the world's most trade-dependent economies and economists at Warrington Shaw say this makes it a good gauge for the health of other economies in the region.

The Solaris Group LLC Joins KF Group LP

NEW YORK, N.Y., June 18, 2019 (SEND2PRESS NEWSWIRE) -- The Solaris Group (Solaris), a New York-based wealth advisor and investment consultant to non-profit organizations, today announced that it is joining KF Group LP, an affiliate of Klingenstein Fields Wealth Advisors (KFWA), a complementary wealth advisor also based in New York.

Klingenstein Fields Wealth Advisors Acquires Assets of The Solaris Group LLC

NEW YORK, N.Y., June 14, 2019 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a leading independent wealth advisor based in New York, today announced the acquisition, through its affiliate KF Group LP, of the assets of The Solaris Group, LLC (Solaris), a complementary New York-based wealth advisor. Together, the combined firm will have over $4.0 billion in assets under management.

Jessica Merino Receives 2019 Young Entrepreneur Award from NAWBO Chicago

CHICAGO, Ill., June 13, 2019 (SEND2PRESS NEWSWIRE) -- On Monday, May 6, 2019, Jessica Merino of Merino Wealth Management received the Young Entrepreneur Award at the Annual Celebration NAWBO Chicago Achievement Luncheon.

Radford Taylor Partners: Singapore’s 2019 Economic Outlook Gloomy

TAIPEI, Taiwan, May 23, 2019 (SEND2PRESS NEWSWIRE) -- The writing was on the wall for Singapore's economy when the country's non-oil exports extended their double-digit decline for the second straight month prompting renewed concern from Radford Taylor Partners analysts that GDP forecasts would be cut for 2019.

Jaime Steers Joins Klingenstein Fields Wealth Advisors (KFWA) as Director, Wealth Advisor

NEW YORK, N.Y., May 20, 2019 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Jaime Steers has joined the firm as a Director, Wealth Advisor.

A New Light in Fort Collins Colorado – Brightscape Investment Centers brings Integrity, Truth, and Trust

FORT COLLINS, Colo., May 6, 2019 (SEND2PRESS NEWSWIRE) -- Brightscape Investments (Brightscape Investment Centers) was founded by Eric Weiss, a Certified Financial Planner(tm) professional, who saw clients' best interests not being served while working at a large financial institution. This experience motivated Eric to start a company that put the client's interest first.

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