Tagged wealth-manager
Press Release
Impact Labs Launches First-of-a-Kind Algorithmic Socially Responsible Portfolio-Generation Software
MIT Team makes it easy: investors can now swipe-right for equality, sustainability and dozens more causes and if, like one prominent New England Quarterback, you consider cola to be 'poison for kids', you have the option to swipe-left on Big Sugar. Impact Labs wants to empower advisory firms with an unprecedented level of portfolio customization. Read More
Press Release
Wealth Management Market in UK & New Research Report 2015
Market report store adds new report " UK 2015 Wealth Report" in its database.This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in the UK. It also includes an evaluation of the local wealth management market. Read More
Press Release
Bahbah Wealth Management Designated as Premier Advisor in Arizona by the National Association of Board Certified Advisory Practices
NABCAP announced today that Bahbah Wealth Management have been recognized as NABCAP Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management in Arizona. Read More
Press Release
Bill Duggins, CFP®, CPA, AIF® Once Again Receives Orange Coast Magazine's Five Star Wealth Manager Award
Bill Duggins, CFP®, CPA, AIF®, and founder of Duggins Financial has once again been named a Five Star Wealth Manager by Orange Coast magazine. Less than 2% of the 13,400 wealth managers in Orange County receive this award. Read More
Press Release