Conte Wealth Advisors Opens Office in Tampa, Florida

TAMPA, Fla. — 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. — 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 — 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. — KFWA (Klingenstein Fields Wealth Advisors) 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. This is the fifth annual FT 300 list, produced independently by the FT in collaboration with Ignites Research.

Philadelphia Commercial Capital Advisory CEO Discusses the Current State of the Commercial and Multifamily Finance Market

PHILADELPHIA, Pa. — Rittenhouse Capital Advisors is a commercial real estate finance advisor with over 60 years of combined banking experience. Currently in its fourth year of operation, Rittenhouse Capital has increased its loan production volume by a minimum of 30 percent year over year by delivering creative commercial financing solutions for their real estate investor clients.

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

HOUSTON, Texas — EPIC Insurance Brokers and Consultants (EPIC), 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. — 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 — 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

Klingenstein Fields Wealth Advisors, NEW YORK, Maria Chambers IACCP, compliance oversight — 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. — 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, 2017 at the Hyatt Regency in San Francisco, Calif. in the Main Hall – Pacific Level.