Investment Services News

Investment Services News – including investment firms, wealth advisors and management, financial planners, and related financial services news, as issued by the Send2Press Newswire service.


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 Chief Operating Officer

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 – 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.

Memphis-based 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 – Germany’s 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.

Financial Research Firm 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 Klingenstein Fields

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 the 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 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 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 – Brightscape Investments 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.

Conte Wealth Advisors Opens Office in Tampa, Florida

TAMPA, Fla., March 14, 2019 (SEND2PRESS NEWSWIRE) — Camp Hill, Pennsylvania based independent financial services firm, Conte Wealth Advisors, LLC (CWA), has welcomed its first Tampa, Florida advisor, Robert Seaman, to its advisory team.

Valentis International Engages OGGI EQUITY, Europe

PITTSBURGH, Pa., March 8, 2019 (SEND2PRESS NEWSWIRE) — Valentis International Group (‘Valentis’) recently engaged OGGI EQUITY, the European private equity consultancy and financial firm, to consult, advise, and guide Valentis on strategic planning in equity, corporate compliance, stock market goals, European development, and other expansion or focus areas.

Ward Henderson Management to Sponsor Scholarship Writing Competition

TAIPEI, Taiwan, Feb. 13. 2019 (SEND2PRESS NEWSWIRE) — Taiwan based investment house, Ward Henderson Management is pleased to announce the launch of its annual scholarship essay writing competition. Forming a part of the company’s social responsibility program, the competition aims to encourage academically skilled students completing their final year of secondary school to pursue higher education.

Klingenstein Fields Wealth Advisors Ranked in Financial Times 2018 Top 300 Registered Investment Advisers

NEW YORK, N.Y., June 28, 2018 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA) is pleased to announce it has been named to the 2018 edition of the FT 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

EPIC and Qualified Plan Advisors Announce Collaboration Agreement for the Benefit of Ascende Wealth Advisor Retirement Plan Consulting Clients

SAN FRANCISCO, Calif. and HOUSTON, Texas, Jan. 2, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today a collaboration agreement between EPIC’s Houston-based Ascende Wealth Advisors, Inc. (AWAI) and Qualified Plan Advisors (QPA), a division of Prime Capital Investment Advisors. QPA is a federally regulated investment advisor with more than 30 years of specialized expertise in 401k planning advisory services and private wealth management advisory services.

Leading Education Platform for Stock Market and Forex Traders Live Traders Announces Launch of its Scholarship Program

NEW YORK, N.Y., Oct. 6, 2017 (SEND2PRESS NEWSWIRE) — Celebrating the breakthrough success of their education and training programs for Stocks, Options and Forex professional traders Live Traders have decided to give back to the financially less fortunate. The educational platform recently celebrated the launch of the Live Traders Scholarship Program where qualified students have a chance to go through the Live Trader training program for free or at dramatically deep discounts.

Introducing Luma Wealth Advisors – Understanding Women’s Wealth Needs

CLEVELAND, Ohio, June 26, 2017 (SEND2PRESS NEWSWIRE) — Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably “yes” and the recently launched Luma Wealth Advisors is ready to meet their planning needs.

Maria Chambers, IACCP, Promoted to Chief Compliance Officer at Klingenstein Fields Wealth Advisors

NEW YORK, N.Y., Jan. 18, 2017 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with more than $3 billion in assets under management, is pleased to announce that Maria Chambers, Vice President, has been promoted to Chief Compliance Officer at the firm. Ms. Chambers’ responsibilities include administering KFWA’s compliance program, overseeing day to day compliance needs, maintaining and developing compliance policies, procedures and processes.

EPIC Insurance to Speak at Cap-Intro West Conference

SAN FRANCISCO, Calif., Jan. 13, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that its Managing Principal & Practice Leader – Financial Risk Solutions, Bill Cosgrove will speak at the Cap-Intro West Conference on January 19 at the Hyatt Regency in San Francisco, Calif. in the Main Hall – Pacific Level.

VLP Law Group LLP Continues Growth with Addition of Corporate Partner Geoffrey Perusse

PALO ALTO, Calif., Nov. 22, 2016 (SEND2PRESS NEWSWIRE) — VLP Law Group LLP is pleased to announce that Geoffrey Perusse has joined the firm’s Corporate Practice Group as a partner based in the San Francisco Bay Area. Mr. Perusse will chair the firm’s Private Funds and Investment Management Group.

Lender Price Investor Glenn Stearns Appearing at 2016 Mortgage Bankers Association Annual Convention in Boston

PASADENA, Calif., Oct. 17, 2016 (SEND2PRESS NEWSWIRE) — Lender Price, the emerging leader in real-time, competitive mortgage analytics and product pricing and eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, today announced that its investor Glenn Stearns will appear at its 2016 MBA Annual Convention exhibit in Boston on October 23 – 26.

Klingenstein Fields Wealth Advisors Panel Discussion on how to Achieve Your Family’s Philanthropic Goals

NEW YORK, N.Y., June 3, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently held an event at the Harvard Club examining the complex topic of family giving. A panel of professionals offered their knowledge and perspectives on how wealthy families can best support their philanthropic objectives.

Klingenstein Fields Wealth Advisors Participates in a Day of Service

NEW YORK, N.Y., May 31, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently volunteered a day of service at God’s Love We Deliver (GLWD), a New York-based charitable organization.

Klingenstein Fields Wealth Advisors’ SVP Jonathan B. Roberts, CFA, CIC, Delivers Opening Remarks at Investment Adviser Association’s 2016 Annual Leadership Conference

NEW YORK, N.Y., May 11, 2016 (SEND2PRESS NEWSWIRE) — Jonathan B. Roberts, Chief Compliance Officer and Senior Vice President at KFWA (Klingenstein Fields Wealth Advisors), a leading wealth management firm with approximately $3 billion in assets under management, welcomed attendees with insightful opening remarks at the Investment Adviser Association’s (IAA) 2016 Annual Leadership Conference.

Lacey Johnson, CFP, Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor

NEW YORK, N.Y., April 19, 2016 (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 Lacey Johnson has joined the firm as a Director and Wealth Advisor. In this role, Ms. Johnson will be responsible for advising high-net-worth clients on a range of wealth management issues, as well as helping to grow the firm’s client base.

Laconia Capital Group L.P. Announces Late Seed-Stage B2B Venture Capital Fund

NEW YORK, N.Y., Jan. 28, 2016 (SEND2PRESS NEWSWIRE) — Laconia Capital Group L.P. announces the launch of a new Business-to-Business Venture Capital Fund. The newly capitalized fund utilizes an investment approach described as ‘Inflection Capital Investing,’ through which Laconia will invest in late seed-stage companies that have reached an inflection point in their business development that strongly suggests continued growth, attractive future funding rounds, and current tangible value.

Real Estate Investment Firm Turns Tidy Profit in One Year

LOS ANGELES, Calif., Jan. 6, 2016 (SEND2PRESS NEWSWIRE) — Carolwood Equities, a privately-held, fully-integrated real estate investment company, just closed a deal for an impressive return and the firm’s founders, Andrew Shanfeld and Adam Rubin, partners, say it’s just the beginning.

ArteQuesta announces Exclusive USA Representation of Ziv Koren: Award-Winning, Critically Acclaimed Photo Journalist

MILL VALLEY, Calif., Dec. 2, 2015 (SEND2PRESS NEWSWIRE) — Fine Art Investment firm ArteQuesta announces the exclusive USA representation of world-renowned Israeli Photo Journalist, Ziv Koren. In signing with ArteQuesta, Koren stated, ‘I’m very excited and looking forward to a fruitful collaboration. Through my photography, I’d rather be honest than impressive.’

Brazilian Developer OPTIMA expands its activity and launches its first project in the Orlando Walt Disney World area

MIAMI, Fla., Nov. 24, 2015 (SEND2PRESS NEWSWIRE) — OPTIMA, an international developer headquartered in Sao Paulo, Brazil, announces its expansion into the Orlando region and is launching its first project there today, the ‘Regal Palms Elite Townhomes.’

Klingenstein Fields Wealth Advisors releases publication on alternative investments

NEW YORK, N.Y., Nov. 23, 2015 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors has released a white paper discussing the role of alternative investments in a diversified portfolio. Many investors today are looking for new sources of diversification and uncorrelated sources of return. As a result, alternative investments have experienced significant growth, particularly among high-net-worth investors.

BNP Paribas Brings SmartStops.net Risk Management Solutions to The Italian Market

SAN FRANCISCO, Calif., Nov. 18, 2015 (SEND2PRESS NEWSWIRE) — SmartStops, an online service that helps investors of all levels manage investment risk, announced today that it has extended its relationship with BNP Paribas and is now available to investors in the Italian market.

First Standard Financial Company Expands with The Addition of Chief Market Economist, Peter I. Cardillo

NEW YORK, N.Y., Nov. 16, 2015 (SEND2PRESS NEWSWIRE) — First Standard Financial Company (‘FSF’), a full service Broker Dealer offering client-centric retail brokerage and advisory services to its clients worldwide, announced today that it has hired renowned economist and frequent television business news contributor Peter I. Cardillo as the Firm’s Chief Market Economist.

Fine Art Investment Firm ArteQuesta Proves Tech Isn’t Just for Silicon Valley

MILL VALLEY, Calif., Oct. 12, 2015 (SEND2PRESS NEWSWIRE) — ArteQuesta announces its new software for art collectors, the Art Portfolio Management System. ‘From a collector’s standpoint, our software offers simplicity for managing a collection without cutting corners or lowering standards,’ comments Rayah Levy, ArteQuesta’s Founder and Director.

KCLI: Shareholder Issues Letter to Board of Directors, Believes Proposed ‘Go-Private’ Transaction Structured Unfairly

NEW YORK, N.Y., Sept. 10, 2015 (SEND2PRESS NEWSWIRE) — On Sept. 9, 2015, Sherow Management, LLC, an outside shareholder, sent a letter addressed to the Kansas City Life Insurance Co (NASDAQ:KCLI) Board Chairman in response to the Company’s proposed ‘Go-Private’ Transaction. Sherow believes the deal is unfair to outside shareholders and should be amended.

Klingenstein, Fields and Co., LLC Rebrands as Klingenstein Fields Wealth Advisors

NEW YORK, N.Y., Aug. 26, 2015 (SEND2PRESS NEWSWIRE) — Klingenstein, Fields and Co., L.L.C. today is now operating as ‘Klingenstein Fields Wealth Advisors’ as part of a recent rebranding initiative. The new brand highlights the firm’s integrated approach in providing comprehensive wealth management services to a broad range of high-net-worth clients.

U.S. Government Approves EB-5 Investment for Caffe Primo San Diego

COSTA MESA, Calif., Aug. 24, 2015 (SEND2PRESS NEWSWIRE) — PDC Capital Group announced that United States Citizenship and Immigration Services has approved an I-526 petition filed by an investor in a new Caffe Primo restaurant in San Diego.

ArteQuesta Offers New Art Investment Program for Military Families

MILL VALLEY, Calif., Sept. 11, 2014 (SEND2PRESS NEWSWIRE) — Today ArteQuesta announces a new art investment program in its support for veterans and military families. The fine arts investment company believes that every opportunity for the enjoyment of art, including the opportunity for art investment, should be given to those who serve the United States.