Northwestern Mutual Quadruples Its Showing on Forbes Annual List of America's Top Advisory Teams

January 9, 2025 4:50 PM

MILWAUKEE, WI / ACCESSWIRE / January 9, 2025 / Northwestern Mutual announced today that 174 of the company's firms have been named to Forbes' Best-in-State lists of Top Wealth Management Teams for 2025. This prominent national ranking signifies the teams' industry leadership, elite capabilities, and commitment to clients."Millions of Americans are on a path to greater financial security thanks to the trusted partnership and expert guidance of...

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Downing & Co. Elevates Financial Legacy With Expert Estate Planning Services in Portland

January 9, 2025 4:11 PM

In a city renowned for its entrepreneurial spirit and thriving businesses, Downing & Co. is taking a bold step forward in helping Portland residents protect what matters most: their legacy. The firm offers specialized estate planning services, designed to ensure their clients' wealth is preserved and passed down seamlessly to future generations.With over five decades of experience in financial strategy, Downing & Co. brings a trusted, proactive...

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Gold IRA vs Physical Gold 2025 Guide Released on WireDaily.com

January 9, 2025 12:00 PM

WireDaily.com is proud to announce the release of its free Gold IRA vs Physical Gold guide for 2025.Read the Full Gold IRA vs Physical Gold guide here.Additionally:Consumers interested in gold investments can sign up for this free gold IRA checklist.According to Ben Schreiner, Senior Writer at WireDaily.com, "We went through more than 250 bullion dealers based in the US to prepare this list. And I'm sure consumers would find it extremely...

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LDIC Inc. Announces Appointment of Genevieve Roch-Decter as President & Portfolio Manager

January 9, 2025 11:00 AM

LDIC Inc. ("LDIC") is pleased to announce the appointment of Genevieve Roch-Decter, CFA, as the President & Portfolio Manager of the firm, effective Monday January 6, 2025. This strategic appointment coincides with LDIC's 26th anniversary and a period of record high assets under management. Genevieve's leadership will be instrumental in helping families navigate multi-generational wealth transitions and attracting new clients to LDIC."I am...

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ALKEME Welcomes Jordan Sherry as Senior Vice President of Carrier Strategies

January 9, 2025 10:15 AM

ALKEME, a Top 40 Insurance Brokerage, today announced the appointment of Jordan Sherry as Senior Vice President of Carrier Strategies. With over a decade of experience in the insurance industry, Sherry brings a wealth of knowledge and expertise to further strengthen ALKEME's carrier partnerships and strategic initiatives.Jordan Sherry joins ALKEME after serving as the Southern California Chief Marketing Officer at HUB International. His...

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Mortgage-Free Home Helps Navy Vet Be Closer to Family

January 9, 2025 10:00 AM

U.S. Bank has donated 30 homes to veterans since 2013NORTHAMPTON, MA / ACCESSWIRE / January 9, 2025 / U.S. BankOriginally published on U.S. Bank company blogHome for the holidays has an entirely new meaning for Cydni O'Meally. In early December, the U.S. Navy Veteran received a brand new, fully furnished home in Sun Prairie, Wisconsin, from Operation Homefront in partnership with U.S. Bank and homebuilder Veridian Homes.O'Meally had been living...

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Mariner Acquires Cardinal Investment Advisors, Adds $292 Billion in Assets Under Advisement

January 9, 2025 10:00 AM

OVERLAND PARK, KS / ACCESSWIRE / January 9, 2025 / Mariner, a leading national financial services firm, today announced the acquisition of Cardinal Investment Advisors in a deal that adds $292 billion in assets under advisement and about 40 employees to its Mariner Institutional practice. This acquisition marks a significant milestone in Mariner's 2025 strategic national expansion plan, strengthening its ability to meet increasing client demand...

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Best Gold Dealers in the US 2025 List Released on WireDaily.com

January 9, 2025 10:00 AM

WireDaily.com is proud to announce the release of its Best Gold Dealers list for 2025.Read the Best Gold Dealers in the US List here.Additionally:Consumers interested in gold investments can sign up for this free gold IRA checklist.According to Ben Schreiner, Senior Writer at WireDaily.com, "We went through more than 250 bullion dealers based in the US to prepare this list. And I'm sure consumers would find it extremely helpful.""We looked at...

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Freedom Holding Corp.: Chess Champions of the World

January 9, 2025 6:00 AM

Freedom Holding Corp. is proud to have sponsored the 2024 FIDE World Blitz Championship. This major chess event was held at the famous venue - Cipriani Wall Street. The championship featured thrilling matches between the world's top Grandmasters, showcasing the enduring synergy between chess and innovation. Magnus Carlsen and Ian Nepomniachtchi shared the Open title after an exciting series of matches, ending with an historic decision to split...

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Bookkeepers Unite! National Bookkeeping Week Celebrates the Unsung Heroes of Canadian Business

January 9, 2025 4:00 AM

Canada's bookkeeping community is gearing up for a week-long celebration! The Certified Professional Bookkeepers of Canada (CPB Canada) is calling on all accountants to unite for National Bookkeeping Week from January 20th to 24th, 2025. Why the fanfare? Bookkeepers are the financial backbone of countless small businesses in Canada. This week is about shining a light on their vital role and the incredible impact they have on the country's...

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CHN Advisors Reveals How the U.S. Tax Code is America's Hidden Wealth-Building Machine

January 8, 2025 2:40 PM

In a groundbreaking revelation that challenges conventional wisdom about taxation, Charles Njoya, founder and CEO of CHN Advisors, has unveiled how America's tax code serves as a sophisticated wealth-building machine for those who understand its true purpose. This innovative approach to tax strategy is transforming how high-income professionals view their relationship with the IRS."Most Americans see the tax code as a burden, but it's actually...

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Sensiba LLP Honored on Real Leaders(R) 2025 Top Impact Companies List

January 8, 2025 12:59 PM

Sensiba LLP, a top-75 accounting and business consulting firm, has been named to the Real Leaders 2025 "Top Impact Companies" list.Sensiba has been awarded this honor six years in a row as Real Leaders highlights privately owned businesses making exceptional contributions to society and the planet.This year's competition attracted over 300 applicants from more than 15 countries, with companies assessed on their growth, revenue, and six pillars...

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Aflac: The Top 4 Life Insurance Policies for Young Adults

January 8, 2025 11:00 AM

NEW YORK, NY / ACCESSWIRE / January 8, 2025 / Life insurance can serve people of all ages. Young adults can use life insurance to help protect young families, care for aging parents, and even start building wealth early. Plus, being young lets them lock in favorable rates.Young adults have many policy types to choose from, and each varies in features, benefits, and use cases. This article will explore the top four life insurance policies for...

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Best Gold IRA Companies 2025 List Released on WireDaily.com

January 8, 2025 10:00 AM

WireDaily.com is proud to announce the release of its Best Gold IRA Companies list for 2025.Read the Best Gold IRA Companies List here.Additionally:Consumers interested in gold investments can sign up for this free gold IRA checklist.According to Ben Schreiner, Senior Writer at WireDaily.com, "We went through more than 250 bullion dealers based in the US to prepare this list. And I'm sure consumers would find it extremely helpful.""We looked at...

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Physician Growth Partners Serves as Exclusive Advisor to Allergy & Asthma Associates of Michigan in its Affiliation with Parallel ENT & Allergy

January 8, 2025 10:00 AM

BOSTON, MA / ACCESSWIRE / January 8, 2025 / Physician Growth Partners ("PGP"), a leading healthcare investment banking and M&A Advisory firm, is pleased to announce it has recently advised Allergy & Asthma Associates of Michigan ("AAAM") in their transaction with Parallel ENT & Allergy (backed by Trinity Hunt Partners).Established in 1990, Allergy & Asthma Associates of Michigan has grown into the leading allergy and asthma practice in the...

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Linacre Investments Limited Delivers Record-Breaking Returns for 2024

January 8, 2025 9:45 AM

Linacre Investments has announced record-breaking returns for 2024, underscoring the firm's successful strategy in private wealth management and early-stage investments. The company's performance highlights the effectiveness of its tailored approach to wealth management, which combines private equity investments in transformative sectors with a focus on emerging technologies.The firm's success was largely attributed to its investments in sectors...

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Key4Women Hosts Free Webinar - Liar Liar Pants on Fire!

January 8, 2025 9:30 AM

KeyBank's Key4Women will present "Liar Liar Pants on Fire!" a free, one-hour virtual event on Wednesday, January 15th at 12:00 p.m. EST / 10 a.m. MT / 9:00 a.m. PST.This fast-paced session will feature Fraud-Busting Body Language Expert, Keynote Speaker and Best-Selling Author, Traci Brown. Traci will reveal eye-opening, simple, and memorable techniques based on the science of Body Language and Forensic Linguistics that can be applied...

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Mastercard: Planting Seeds of Change: How People and Partnerships Tackled Climate Change in 2024

January 8, 2025 9:15 AM

NORTHAMPTON, MA / ACCESSWIRE / January 8, 2025 / Mastercard:By Maggie Sieger Originally published by MastercardThis year, a hurricane washed away mountain towns in the U.S., a brutal heat dome oppressed India and wildfires ravaged South America. But amid the chaos were signs of hope, courtesy of people who proved that our efforts do make a difference in the fight against climate change.These Mastercard employees, partners and innovators made a...

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Climate First Bank Partners With Lake County Pride to Expand Inclusive Banking Across Central Florida

January 8, 2025 9:00 AM

Climate First Bank (www.climatefirstbank.com), the world's first FDIC-insured digital community bank founded to combat the climate crisis, today announced a new partnership with Lake County Pride, a leading organization dedicated to supporting and advocating for the LGBTQIA+ community in Lake County, Florida. This collaboration marks a significant milestone in Climate First Bank's ongoing commitment to fostering inclusivity and supporting...

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Sier Capital Partners Announces Sale of '58 Foundations & Waterproofing

January 8, 2025 9:00 AM

'58 Foundations & Waterproofing is a leading provider of basement waterproofing and foundation repair services. The business was sold to Vanterra Foundation Solutions for an undisclosed amount. The original investment was made by an affiliate of Sier Capital Partners in 2019.'58 Foundations is headquartered in Knoxville, TN, with regional offices in Delaware, Pennsylvania, Maryland, Virginia, North Carolina, South Carolina, and Georgia. Sier...

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