Tag: Investment Services
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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.
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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).
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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.
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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.”
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Best Financial Life Launches Deliberate Money Moves Podcast
DANVILLE, Calif. — Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how to make better, more beneficial…
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Conte Wealth Advisors Opens York Office Continuing Expansion
CAMP HILL, Pa. — Camp Hill based Conte Wealth Advisors continues its considerable expansion efforts opening an office at 1423 E Market St in York and welcoming two seasoned advisors into the organization.
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Beyond AUM Co-Founder Nima Tolooi Named One of Crain’s 2019 Notable Entrepreneurs
CHICAGO, Ill. — 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
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Gentry Wilson Partners – China Debt Continues to Rise
TAIPEI CITY, Taiwan — 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.