LOS ANGELES–(BUSINESS WIRE)–March 15, 2022– Wedbush Securities, one of the nation’s leading independent financial services providers, is pleased to announce that Jonathan Malinger has joined Wedbush Securities as Managing Director, Investments. The experienced fixed income financial adviser, with $135 million in assets under management, will be based in the firm’sRead More →

LOS ANGELES–(BUSINESS WIRE)–March 15, 2022– Wedbush Securities, one of the nation’s leading independent financial services providers, is pleased to announce that Jonathan Malinger has joined Wedbush Securities as Managing Director, Investments. The experienced fixed income financial adviser, with $135 million in assets under management, will be based in the firm’sRead More →

WASHINGTON: FTI Consulting has appointed Dan Hunter as Managing Director and Americas Leader of the Financial Services Practice within the company’s Strategic Communications segment. Hunter will work to grow the strategic communications sector, leading a multidisciplinary team that advises clients on financial regulations and enforcement actions, litigation threats, and economicRead More →

FTI Consulting, Inc. WASHINGTON, March 07, 2022 (GLOBE NEWSWIRE) — FTI Consulting Inc. (NYSE: FCN) today announced the appointment of Dan Hunter as senior managing director and head of financial services for the Americas at the firm Strategic Communications segment. Mr. Hunter, who will be based in New York andRead More →

First company BankComplete$32.5 millions of capital Raise and Annonyounces $5.0 million buyback program MADISON, Wis. – March 4, 2022 — First Business Financial Services, Inc. (the “Company”, the “Bank” or “First Business Bank”) (Nasdaq: FBIZ) announced a successful private placement to institutional investors from 32, $5 million of new capitalRead More →

It’s hard to resist these advertisements for online self-service investment companies. They’re very tempting — who doesn’t love the idea of ​​low-cost, high-return investments that allow you to retire early? But creating wealth is not limited to profitable investments. “Investments are only part of the story. One of the biggestRead More →

Most financial services firms (62%) expect cloud investments to increase revenue over the next two years, while more than half (52%) believe it will increase profitability, according to research by consultancy Capco and its parent company Wipro. Capco and Wipro dug deeper into financial services industry data in Wipro’s FullStrideRead More →

Forward-looking statements When used in this report the words or phrases “may,” “could,” “should,” “hope,” “might,” “believe,” “expect,” “plan,” “assume,” “intend,” “estimate,” “anticipate,” “project,” “likely,” or similar expressions are intended to identify “forward-looking statements.” Such statements are subject to risks and uncertainties, including among other things: •Adverse changes in theRead More →

NORTHBOROUGH, MA/ACCESSWIRE/February 18, 2022/ A great financial advisor provides objective advice and support through life’s many challenges and changes. They can be the difference between making progress toward goals or remaining stagnant. For 15 years, Ryan Kittredge, a Certified Financial Planner, has served successful clients in and around Central andRead More →

King of Prussia, Pa., Feb. 17, 2022 (GLOBE NEWSWIRE) — The American College of Financial Services announced a pair of newly elected officers to its board, with John Howard chosen as the new board chair and Salene Hitchcock-Gear, JD, elected as vice-chair. The two executives are joined by new boardRead More →

Charleston, South Carolina, Feb. 3 28, 2022 (GLOBE NEWSWIRE) — SMC Entertainment, Inc. (“SMC” or the “Company”) (OTC: SMCE) and its majority subsidiary, Genesis Financial, Inc. (“Genesis”) – an integrated financial technology company ( “Fintech”) is pleased to announce the closing of a bridge financing of $2,000,000 (“Bridge Financing”) TheRead More →

The most successful independent financial advisory firms pay their employees more, and not just in cash. According to a to study published on February 1 by Charles Schwab. The other good news behind the spending: Companies that offer performance-based incentives to key employees have better long-term results, Schwab said inRead More →

Offering wealth management services is something all accounting firms should do for all clients who need it. My premise is that everyone needs some kind of financial planning; the scope and depth of engagement will vary depending on the complexity, but all of your company’s customers have financial issues andRead More →

FORT LAUDERDALE, Florida., January 28, 2021 /PRNewswire/ — Associated Financial Consultants & Investor Services (Associated), a South Floridaindependent wealth management firm founded in 1972, today announced the addition of patrick farrell and Marc Arnaud to his team as financial advisers. Mr. Farrell, the former CEO of Investacorp, an independent brokerage,Read More →

TORRANCE, Calif.–(BUSINESS WIRE)–EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser specializing in client-centric financial planning and investment management services, announced its acquisition of Personal Financial Consultants, Inc. (“Personal Financial”). The acquisition expands EP Wealth’s office in Lafayette, Calif., and strengthens the company’s presence in the SanRead More →