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Latest registered investment advisor Stories

2013-02-20 23:02:28

Robert Dignan, CFP®, AIF® of CedarPoint Investment Advisors, a Delafield-based Investment Advisory and Financial Planning Firm, has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies, the standards-setting body for fi360. Delafield, Wisconsin (PRWEB) February 20, 2013 Robert Dignan, CFP®, AIF® of CedarPoint Investment Advisors, a Delafield-based Investment Advisory and Financial Planning Firm, has been awarded...

2013-02-19 23:00:17

Mary Dean, Marc Roland, and Andrew Russell were selected as 2013 Five Star Wealth Managers awarded by Five Star Professional and published in San Diego Magazine (January 2013). San Diego, Ranch Bernardo, Poway, Rancho Santa Fe, Escondido CA (PRWEB) February 19, 2013 Five Star Wealth Managers are a select group, representing less than 4 percent of the wealth managers in the San Diego area. To receive the Five Star Wealth Manager award, a wealth manager must satisfy objective eligibility and...

2013-01-05 05:01:41

CP Capital Group, a Miami-based integrated financial services company serving individuals and institutions globally has executed an agreement with BSA Technologies to use RADAR®, a solution fully integrated with National Financial Services to perform client onboarding, automated risk rating, and transaction activity analysis to ensure compliance with new FINRA Rules 2090 and 2011 Miami, Florida (PRWEB) January 04, 2013 CP Capital Group has executed an agreement with BSA Technologies to...

2012-12-02 05:03:55

Independent wealth management firm in New Jersey changes firm's name to Douglas J Lyons Financial Group. Bay Head, New Jersey (PRWEB) December 01, 2012 The company´s new name Douglas J Lyons Financial Group better represents the capabilities and services of this wealth management firm. The name change also draws attention to the Founder, a 20 plus year resident of Bay Head NJ and a former resident of Little Silver NJ. Douglas J Lyons Financial Group is a Registered Investment Advisor...


Word of the Day
penuche
  • A fudgelike confection of brown sugar, cream or milk, and chopped nuts.
'Penuche' is a variant of 'panocha,' a coarse grade of sugar made in Mexico. 'Panocha' probably comes from the Spanish 'panoja, panocha,' ear of grain.
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