Barron's

Wealth Enhancement Group Deepens Leadership Bench, Surpasses $81 Billion in Client Assets, Grows to 115 Offices Nationwide, and Leads Industry as Top RIA Acquirer

Retrieved on: 
Monday, April 8, 2024

MINNEAPOLIS, April 8, 2024 /PRNewswire/ -- Wealth Enhancement Group, a national independent wealth management firm, continues to lead the industry as one of the nation's top RIA platforms.

Key Points: 
  • MINNEAPOLIS, April 8, 2024 /PRNewswire/ -- Wealth Enhancement Group, a national independent wealth management firm, continues to lead the industry as one of the nation's top RIA platforms.
  • Today, the firm is announcing three key leadership appointments, continued growth in strategic markets nationwide, and the surpassing of $81 billion in client assets.
  • Our growth trajectory continues this year, and we are eager to progress forward as a leading RIA platform."
  • Wealth Enhancement has named three leadership roles within the organization including Chief Strategy Officer, Chief Investment Officer, and Chief Product Officer.

Energy Vault Appoints Michael Beer as Chief Financial Officer

Retrieved on: 
Thursday, April 4, 2024

Energy Vault Holdings, Inc. (NYSE: NRGV) (“Energy Vault” or the “Company”), a leader in sustainable grid-scale energy storage solutions, announced today the appointment of Michael Beer as Chief Financial Officer.

Key Points: 
  • Energy Vault Holdings, Inc. (NYSE: NRGV) (“Energy Vault” or the “Company”), a leader in sustainable grid-scale energy storage solutions, announced today the appointment of Michael Beer as Chief Financial Officer.
  • View the full release here: https://www.businesswire.com/news/home/20240404851008/en/
    Energy Vault Appoints Michael Beer as Chief Financial Officer (Photo: Business Wire)
    Prior to Energy Vault, Beer served as Chief Financial Officer for FreeWire Technologies, Inc. (FreeWire), an industry leader in ultra-fast EV charging, battery storage and energy management solutions, since 2021.
  • “We’re very pleased to welcome Michael, whose depth of experience overseeing capital markets, financial operations and investor relations for high growth technology and sustainability companies will be critical to Energy Vault moving forward,” said Robert Piconi, Chairman and Chief Executive Officer, Energy Vault.
  • Energy Vault has a comprehensive and highly differentiated approach, offering a variety of energy storage solutions.

American Water Recognized in Barron’s 100 Most Sustainable U.S. Companies 2024 List

Retrieved on: 
Tuesday, March 12, 2024

American Water (NYSE: AWK), the largest regulated water and wastewater utility company in the U.S., announced today that it was recognized by Barron’s as one of the 100 Most Sustainable Companies 2024 for the seventh consecutive year.

Key Points: 
  • American Water (NYSE: AWK), the largest regulated water and wastewater utility company in the U.S., announced today that it was recognized by Barron’s as one of the 100 Most Sustainable Companies 2024 for the seventh consecutive year.
  • American Water was listed as the highest-ranked water and wastewater utility and ranked 31st overall.
  • “American Water is proud to again be included on Barron’s list of most sustainable companies,” said Cheryl Norton, Executive Vice President and Chief Operating Officer, American Water.
  • American Water’s commitment to sustainability provides a powerful foundation to help drive the company’s performance, growth strategy and environmental leadership in the water and wastewater industry.

Steward Partners Congratulates Stephen Spector for Attaining #5 Spot on Barron's Top 1,200 Advisor Ranking for New Hampshire

Retrieved on: 
Tuesday, March 26, 2024

Stephen Spector's exceptional performance, commitment to excellence, and dedication to his clients have earned him this esteemed position.

Key Points: 
  • Stephen Spector's exceptional performance, commitment to excellence, and dedication to his clients have earned him this esteemed position.
  • "I am deeply honored to be recognized among the top advisors in New Hampshire by Barron's," commented Stephen Spector.
  • This achievement would not have been possible without the trust and support of my clients, as well as the collaborative efforts of my colleagues at Steward Partners.
  • Steward Partners extends its heartfelt congratulations to Stephen Spector for this well-deserved recognition and looks forward to his continued success in delivering exceptional financial guidance and service to clients.

F.L.Putnam's Robertson Breed Named #2 in Maine on Barron's 2024 Top 1,200 Financial Advisors List

Retrieved on: 
Tuesday, March 26, 2024

and PORTLAND, Maine, March 26, 2024 /PRNewswire/ -- F.L.Putnam Investment Management Company today announced that Robertson P. Breed, CFA® has been named to the Barron's Top 1,200 Financial Advisors list, ranking #2 in Maine.

Key Points: 
  • and PORTLAND, Maine, March 26, 2024 /PRNewswire/ -- F.L.Putnam Investment Management Company today announced that Robertson P. Breed, CFA® has been named to the Barron's Top 1,200 Financial Advisors list, ranking #2 in Maine.
  • Breed is a Co-Founding Board Member of the CFA Society Maine and serves on the Investment Committees of the Maine Community College System and The Mitchell Institute.
  • He also has a long association with several local non-profit organizations including Maine Initiatives, which supports social, economic, and environmental causes throughout Maine.
  • The Barron's 2024 ranking of the Top 1,200 Financial Advisors list is based on data provided by approximately 6,000 of the nation's most productive advisors as of 9/30/23.

Bleakley Financial Group Advisors Named Among Barron's Top 1200 List for 2024

Retrieved on: 
Wednesday, March 20, 2024

FAIRFIELD, N.J., March 20, 2024 /PRNewswire/ -- Bleakley Financial Group is pleased to announce the inclusion of three of our partners, Andy Schwartz, Jack Cooney, and Michael Axelrod, on Barron's Top 1200 Financial Advisors list for 2024.

Key Points: 
  • FAIRFIELD, N.J., March 20, 2024 /PRNewswire/ -- Bleakley Financial Group is pleased to announce the inclusion of three of our partners, Andy Schwartz, Jack Cooney, and Michael Axelrod, on Barron's Top 1200 Financial Advisors list for 2024.
  • Andy Schwartz, Jack Cooney, and Michael Axelrod have set a benchmark for excellence within Bleakley Financial Group and the broader financial advisory community.
  • Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.
  • Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.

Dow Jones and Columbia Journalism School Announce London Expansion of HBCU Media Collective

Retrieved on: 
Tuesday, March 19, 2024

NEW YORK, March 19, 2024 /PRNewswire/ -- Dow Jones, a global provider of news and business information, and Columbia Journalism School today announced the expansion of the annual Historically Black Colleges and Universities (HBCU) Media Collective. Now in its second year, the HBCU Media Collective has added an international component to boost students' awareness of global opportunities while enhancing newsroom diversity and promoting financial literacy for participating students.

Key Points: 
  • NEW YORK, March 19, 2024 /PRNewswire/ -- Dow Jones, a global provider of news and business information, and Columbia Journalism School today announced the expansion of the annual Historically Black Colleges and Universities (HBCU) Media Collective.
  • "Our continued partnership with Dow Jones offers a dynamic, transformative opportunity to a second cohort of students," said Dr. Jelani Cobb, Dean of the Columbia Journalism School.
  • "The expansion of the HBCU Media Collective underscores the shared commitment we have with Columbia in developing bespoke learning opportunities to identify and mentor the next generation of aspiring journalists," said Brent Jones, SVP of Training, Culture & Community at Dow Jones.
  • The HBCU Media Collective is one of many opportunities Dow Jones offers to encourage careers in financial journalism and as part of its commitment to building an even stronger workplace culture.

BARRONS RECOGNIZES HERITAGE FINANCIAL AS TOP 10 FINANCIAL ADVISOR IN MASSACHUSETTS

Retrieved on: 
Tuesday, March 12, 2024

Of the top 30 advisors ranked in Massachusetts, Heritage Financial Founder & Chairman, Chuck Bean, and Heritage Financial moved up four places to #8.

Key Points: 
  • Of the top 30 advisors ranked in Massachusetts, Heritage Financial Founder & Chairman, Chuck Bean, and Heritage Financial moved up four places to #8.
  • "The Heritage team is honored to be recognized by Barron's as one of the top advisors in the state of Massachusetts and the country" said Chuck Bean.
  • Barron's 2024 Top Advisor Rankings by State are based on data provided by over 6,000 of the nation's most productive advisors.
  • Heritage Financial Services is an independent wealth management firm focused on providing personalized financial advice and experienced investment management to affluent families nationwide.

18 Northwestern Mutual Advisors Named Among Nation's Best by Barron's

Retrieved on: 
Monday, March 11, 2024

MILWAUKEE, March 11, 2024 /PRNewswire/ -- Northwestern Mutual announced today that 18 of its financial advisors earned a spot on the annual Barron's Top 1,200 Financial Advisors list of the nation's top wealth managers.

Key Points: 
  • MILWAUKEE, March 11, 2024 /PRNewswire/ -- Northwestern Mutual announced today that 18 of its financial advisors earned a spot on the annual Barron's Top 1,200 Financial Advisors list of the nation's top wealth managers.
  • This prestigious recognition is a testament to the skill and dedication of Northwestern Mutual's honorees – trusted experts who are helping guide Americans to greater financial security.
  • "Northwestern Mutual and our advisors are committed to generating superior long-term financial outcomes through both comprehensive financial planning and exceptional client service," said Aditi Javeri Gokhale, the company's chief strategy officer, president of retail investments and head of institutional investments.
  • "In this time of palpable economic and financial anxiety, our expert advisors are helping more Americans to build confidence and clarity," said John Roberts, Northwestern Mutual's chief distribution officer.

Republic Services Named as One of the World's Most Ethical Companies for the Sixth Time

Retrieved on: 
Monday, March 11, 2024

PHOENIX, March 11, 2024 /PRNewswire/ -- For the sixth time, Republic Services, Inc. (NYSE: RSG) has been named one of the World's Most Ethical Companies® by Ethisphere, a global leader in defining and advancing the standards of ethical business practices. Republic Services is one of 136 companies globally to be recognized in 2024 for best-in-class ethics, compliance and governance practices. 

Key Points: 
  • Company recognized for best-in-class ethics, compliance and governance practices
    PHOENIX, March 11, 2024 /PRNewswire/ -- For the sixth time, Republic Services, Inc. (NYSE: RSG) has been named one of the World's Most Ethical Companies® by Ethisphere, a global leader in defining and advancing the standards of ethical business practices.
  • Republic Services is one of 136 companies globally to be recognized in 2024 for best-in-class ethics, compliance and governance practices.
  • "We are honored to again be recognized for our commitment to operating ethically and responsibly," said Jon Vander Ark, president and chief executive officer.
  • "Our 41,000 employees are driven to deliver results in the right way for the benefit of our customers, our communities and our company."