Investment Services
Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fourth year in a row – in Illinois
WARRENVILLE, Ill. — 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….
Fairport Wealth Announces 2021 Community Beacon Recipient
CLEVELAND, Ohio — 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.”…
Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF Advisors
NEW YORK, N.Y. — 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, Creating Multi-Generational Wealth Management Firm
JACKSONVILLE, Fla. — 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 Says Plan for the Expected – and the Unexpected
COLORADO SPRINGS, Colo. — 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 Adds Financial Advisor Keith Eckhardt
COLORADO SPRINGS, Colo. — 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 to provide Integrative wealth management and insurance advice to sponsoring financial institutions
NEW YORK, N.Y. — 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 (KFWA) will now be known as Klingenstein Fields Advisors
NEW YORK, N.Y. — 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 Klingenstein Fields Wealth Advisors as a Managing Director
NEW YORK, N.Y. — 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….
MPI REPORT: Wide Range of Private Market Fund Returns Could Explain Ivy Endowments’ Lackluster Fiscal 2019 Performance
SUMMIT, N.J. — 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.”…