Financial plan

CarbiCrete Hires Andrée Pinard as Chief Financial Officer

Retrieved on: 
Thursday, April 4, 2024
Financial plan, Intact Financial, McGill University, Canada Steamship Lines, University, Growth, Saint-Gobain, Graduate diploma, Light, Carbon, Bachelor, Commerce, Burns, International business, Human resources, CPA, Management

MONTREAL, April 4, 2024 /PRNewswire/ - CarbiCrete, a leading firm in the decarbonization of concrete, announced today that Andrée Pinard has been hired as Chief Financial Officer.

Key Points: 
  • MONTREAL, April 4, 2024 /PRNewswire/ - CarbiCrete, a leading firm in the decarbonization of concrete, announced today that Andrée Pinard has been hired as Chief Financial Officer.
  • Pinard has held senior positions at BMO/Nesbitt Burns, CSL Group, Intact Insurance and most recently, Cogeco, where she served as Director of Financial Planning, Treasurer, and then Vice-President, Investor Relations and Treasurer.
  • In February, CarbiCrete announced that the Board of Directors had appointed Jacob Homiller as the company's new Chief Executive Officer.
  • "I am tremendously pleased to welcome Andrée to CarbiCrete at this exciting time in the company's evolution," says Homiller.

Financial Planning announces new event, Advise AI, entirely focused on AI and its uses and impact on the wealth management industry

Retrieved on: 
Wednesday, April 3, 2024
Principal, Financial plan, BET Presents: The Encore, Encore, Intelligence, Advisory Council, Salesforce, Research, AI, Security (finance), Ecosystem, Research report, Investment, CFP, FMG, Wealth

NEW YORK, April 3, 2024 /PRNewswire-PRWeb/ -- Financial Planning, Arizent's leading information resource for financial advisors and the wealth management ecosystem, has announced its brand-new conference, ADVISE AI, and the event's VIP Advisory Committee. ADVISE AI will take place October 9–10, 2024, at The Encore in Las Vegas, and registration is now open.

Key Points: 
  • NEW YORK, April 3, 2024 /PRNewswire-PRWeb/ -- Financial Planning , Arizent's leading information resource for financial advisors and the wealth management ecosystem, has announced its brand-new conference, ADVISE AI , and the event's VIP Advisory Committee.
  • ADVISE AI will take place October 9–10, 2024, at The Encore in Las Vegas, and registration is now open.
  • The program will dive deep into AI's role in scaling operations, improving client experiences and engagement, and personalizing investment solutions.
  • "ADVISE AI is the only wealth management conference entirely focused on artificial intelligence and its applications," said Brian Wallheimer, Editor-in-Chief for Financial Planning.

Cardinal Mays Advisors & Associates Launches Boutique Financial Planning Firm in the Metropolitan Atlanta Area

Retrieved on: 
Wednesday, March 27, 2024
Financial plan, Benjamin Mays, Associate, Morehouse College, Finance

ATLANTA, March 27, 2024 /PRNewswire/ -- Cardinal Mays Advisors & Associates proudly announces the grand inauguration of its holistic financial planning firm in the vibrant city of Atlanta, Georgia. With a mission to deliver tailored financial strategies to individuals, families, businesses and medical professionals, Cardinal Mays Advisors & Associates is committed to redefining financial planning standards in the industry.

Key Points: 
  • ATLANTA, March 27, 2024 /PRNewswire/ -- Cardinal Mays Advisors & Associates proudly announces the grand inauguration of its holistic financial planning firm in the vibrant city of Atlanta, Georgia.
  • With a mission to deliver tailored financial strategies to individuals, families, businesses and medical professionals, Cardinal Mays Advisors & Associates is committed to redefining financial planning standards in the industry.
  • Strategically positioned within the bustling metropolitan area, Cardinal Mays Advisors & Associates welcomes clients at two prime locations.
  • Ponton, Co-Founder and Director of Financial Planning of Cardinal Mays Advisors & Associates, echoed Campbell's sentiments, emphasizing the firm's commitment to personalized service and expertise.

Wealth Solutions Report Announces Pathfinder Awards Winners For Women's History Month

Retrieved on: 
Tuesday, March 26, 2024
Financial plan, WSR, Niki, Trust, Investment, Estate, Workplace, CIO, Financial planner, General counsel, Risk, Communication, Black History Month, Woman, Empowerment, Consultant, Development, EVP, Digital, Acquisition, Insurance, Women's History Month, Fiduciary Trust Company International, Public interest, Culture, Strategic management, CFO, Fintech, CMO, Emigrant Bank, Management

NEW YORK, March 26, 2024 /PRNewswire/ -- Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and analysis – today announced the winners of the WSR Pathfinder Awards – Top Women Industry Leaders of 2024, in honor of Women's History Month. Today's announcement is the second installment of Pathfinder Awards for the year and the 10th since launching the award series.

Key Points: 
  • NEW YORK, March 26, 2024 /PRNewswire/ -- Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and analysis – today announced the winners of the WSR Pathfinder Awards – Top Women Industry Leaders of 2024, in honor of Women's History Month.
  • The invitation-only Pathfinder Awards spotlight outstanding achievement in the wealth management industry by executives and professionals from underrepresented backgrounds and communities.
  • Larry Roth, Founder & CEO of Wealth Solutions Report, said, "We are thrilled to continue the advancement of Wealth Solutions Report's commitment to recognizing individuals and firms that are fundamentally transforming the business of wealth management.
  • In January, it named winners of the annual WSR Wealth Exemplar Awards and in February, the Pathfinder Awards – Top Black Industry Leaders of 2024, coinciding with Black History Month.

Alan C. Kifer Named National Social Security Advisor of the Year

Retrieved on: 
Monday, March 25, 2024
Financial plan, Social Security, Finance, Education, NSSA, Gulf War, Social, Security association, Nursing care plan, Retirement, LTC, Multimedia, Probability, Certification, Financial adviser

CINCINNATI, March 25, 2024 /PRNewswire-PRWeb/ -- The National Social Security Association in Cincinnati has selected Alan C. Kifer as its National Social Security Advisor (NSSA) of the Year. Kifer is the Founder, President and Chief Executive Officer (CEO) of "TOPGUN" Financial Planning LLC of East Brainerd, Tennessee.

Key Points: 
  • CINCINNATI, March 25, 2024 /PRNewswire-PRWeb/ -- The National Social Security Association in Cincinnati has selected Alan C. Kifer as its National Social Security Advisor (NSSA) of the Year.
  • The National Social Security Association is renowned for its NSSA Certificate Program, which trains professional advisors, setting a national standard for Social Security planning, education, and training.
  • "Alan is known for his dedication to guiding clients through retirement planning, focusing on enhancing their Social Security benefits," stated Kiner.
  • More than 2,700 advisors have been awarded the National Social Security Advisor certificate since 2013, according to Premier partner Jim Blair, a 35-year veteran of the Social Security Administration.

ENVESTNET'S CONNECTED PLATFORM NAMED LEADER IN FINANCIAL PLANNING, PORTFOLIO MANAGEMENT, TAMP AND BILLING SOLUTIONS IN 2024 T3/INSIDE INFORMATION ADVISOR SOFTWARE SURVEY

Retrieved on: 
Monday, March 11, 2024
Financial plan, TAMP, Conference, Finance, Social Security, Research, Software, Social, Investment, Ecosystem, Estate, Financial adviser

BERWYN, Pa., March 11, 2024 /PRNewswire/ -- Envestnet has been recognized by the 2024 T3/Inside Information Advisor Software Survey as a leader in Financial Planning, Portfolio Management, TAMP and Billing Solutions -- reinforcing the strength, depth and breadth of its industry-leading Wealth Management Platform and commitment to supporting advisor growth and productivity through its deeply connected ecosystem. In the survey, Envestnet | MoneyGuide – Envestnet's premier financial planning software – was named the leading financial planning software provider by market share for the 17th consecutive year.

Key Points: 
  • BERWYN, Pa., March 11, 2024 /PRNewswire/ -- Envestnet has been recognized by the 2024 T3/Inside Information Advisor Software Survey as a leader in Financial Planning, Portfolio Management, TAMP and Billing Solutions -- reinforcing the strength, depth and breadth of its industry-leading Wealth Management Platform and commitment to supporting advisor growth and productivity through its deeply connected ecosystem.
  • In the survey, Envestnet | MoneyGuide – Envestnet's premier financial planning software – was named the leading financial planning software provider by market share for the 17th consecutive year.
  • Further, in the Customized Client Billing Payment category, Envestnet BillFin was also named a Software All-Star.
  • "The 2024 T3/Inside Information Software Survey, the definitive advisor buyer guide provides market share percentages and user rankings for more than 300 fintech solutions in 36 different categories.

SEIA Welcomes April Rosenberry, JD, LLM as Director of Estate, Tax, and Financial Planning

Retrieved on: 
Wednesday, February 21, 2024
Financial plan, LLM, Family, JD, Sales

Los Angeles, CA, Feb. 21, 2024 (GLOBE NEWSWIRE) -- Signature Estate & Investment Advisors (SEIA) recently announced the appointment of April Rosenberry, JD, LLM, as Director of Estate, Tax, and Financial Planning.

Key Points: 
  • Los Angeles, CA, Feb. 21, 2024 (GLOBE NEWSWIRE) -- Signature Estate & Investment Advisors (SEIA) recently announced the appointment of April Rosenberry, JD, LLM, as Director of Estate, Tax, and Financial Planning.
  • In the area of wealth planning and transfers, there is a tremendous amount of cross-over between estate, tax, and financial planning.
  • Brian Holmes, President and CEO of SEIA, comments, “We’re delighted to welcome April into the SEIA family.
  • Estate, tax, and financial planning have always been a part of what we offer and we will not rest on our laurels.

KBRA Assigns AA+ Rating, Stable Outlook to The City of New York's General Obligation Bonds

Retrieved on: 
Friday, February 23, 2024
Professional Services, Finance, Issuer, Surety, Quality of life, Jules Kroll, European, Climate change, Face, Financial plan, KBRA, AA, Fiscal, Bank

KBRA assigns long-term rating of AA+ with a Stable Outlook to The City of New York's General Obligation Bonds - Fiscal 2006 Series J, Subseries J-A, Fiscal 2008 Series A, Subseries A-4, Fiscal 2008 Series C, Subseries C-4, Fiscal 2009 Series B, Subseries B-3, and General Obligation Bonds, Fiscal 2024 Series C. Concurrently, KBRA affirms the AA+ rating and Stable Outlook on the City's outstanding General Obligation Bonds.

Key Points: 
  • KBRA assigns long-term rating of AA+ with a Stable Outlook to The City of New York's General Obligation Bonds - Fiscal 2006 Series J, Subseries J-A, Fiscal 2008 Series A, Subseries A-4, Fiscal 2008 Series C, Subseries C-4, Fiscal 2009 Series B, Subseries B-3, and General Obligation Bonds, Fiscal 2024 Series C. Concurrently, KBRA affirms the AA+ rating and Stable Outlook on the City's outstanding General Obligation Bonds.
  • The economic base remains susceptible to financial services sector cycles, although financial sector reliance has moderated with increasing diversification of the City’s economic base.
  • The Financial Plan identifies out-year budget gaps, now exacerbated by the asylum seeker crisis, which must be closed.
  • Additional information regarding KBRA policies, methodologies, rating scales and disclosures are available at www.kbra.com.

CFP Board Publishes Book on the First 50 Years of CFP® Certification

Retrieved on: 
Thursday, March 7, 2024
Financial plan, Certification, CAE, Standard, History, Professional, Ecosystem, Psychology, Financial adviser

WASHINGTON, March 7, 2024 /PRNewswire/ -- CFP Board today announced the release of a new book: The First 50 Years of CFP® Certification: The Standard for Financial Planning .

Key Points: 
  • WASHINGTON, March 7, 2024 /PRNewswire/ -- CFP Board today announced the release of a new book: The First 50 Years of CFP® Certification: The Standard for Financial Planning .
  • Authored by Michelle Kruger, Ph.D., CFP®, the book is filled with memories and forward-looking insights from key figures who have shaped the trajectory of CFP® certification over the past five decades.
  • The book showcases the inaugural class of 42 trailblazing individuals who first earned the CERTIFIED FINANCIAL PLANNER™ certification in 1973.
  • Today, CFP® certification is the premier credential for individuals dedicated to providing the public with competent and ethical financial planning advice.

LEGGETT & PLATT ANNOUNCES EXECUTIVE RETIREMENT AND APPOINTMENTS

Retrieved on: 
Tuesday, February 27, 2024
Acquisition, Engineering, Senior, Multimedia, Automotive industry, Strategic planning, Retirement, Geo, Corporate development, Financial plan, Car, Leggett & Platt, LEG, Management

President and CEO Mitch Dolloff commented, "I would like to thank Steve for his service and dedication to Leggett.

Key Points: 
  • President and CEO Mitch Dolloff commented, "I would like to thank Steve for his service and dedication to Leggett.
  • On behalf of Leggett & Platt, we wish him all the best in his retirement."
  • Commenting on his retirement, Steve Henderson stated "As I reflect on my time at Leggett & Platt, I am so proud of our people.
  • Sam Smith joined Leggett in 2014 and has held several operational roles of increasing responsibility within our Home Furniture group.