Investment center

The Investment Center, Inc. Hosts Seventh Women Advisors Conference in Nashville

Retrieved on: 
Wednesday, December 6, 2023
Practice management, Computer security, Conference, Investment center, Growth, Publication, Investment, Female, Environment

BEDMINSTER, N.J., Dec. 06, 2023 (GLOBE NEWSWIRE) -- The Investment Center, Inc., an independent broker-dealer, held its seventh conference exclusively for its female advisors, in Nashville on November 13th – 15th.

Key Points: 
  • BEDMINSTER, N.J., Dec. 06, 2023 (GLOBE NEWSWIRE) -- The Investment Center, Inc., an independent broker-dealer, held its seventh conference exclusively for its female advisors, in Nashville on November 13th – 15th.
  • The Women Advisors Group conference gives the attendees the opportunity to connect with fellow females and share thoughts and ideas on everything from practice management to work-life balance.”
    The Women Advisors Group (WAG) was created in 2016 at the firm to encourage relationships among our female professionals.
  • More than half are involved in WAG, either attending conference calls, networking sessions, or traveling to the annual conference.
  • “The Women Advisors Group has been highly beneficial to The Investment Center.

Red Deer Resort & Casino Unveils Its New Casino, the Grandest in Central Alberta

Retrieved on: 
Thursday, September 7, 2023
Heart, Red deer, Employment, Tourism, Rocky Mountains, City, Investment center, Nature, Water, Environment, Hotel, Casino

RED DEER, Alberta, Sept. 07, 2023 (GLOBE NEWSWIRE) -- Red Deer Resort & Casino is pleased to announce the completion and grand opening of its casino, taking place on September 8, 2023.

Key Points: 
  • RED DEER, Alberta, Sept. 07, 2023 (GLOBE NEWSWIRE) -- Red Deer Resort & Casino is pleased to announce the completion and grand opening of its casino, taking place on September 8, 2023.
  • As central Alberta's leading hotel and conference centre, Red Deer Resort & Casino is more than just a place to stay.
  • “The completion of the casino is a major milestone for us and the City of Red Deer,” said George Yammine, CEO, O’Chiese Business and Investment Center, the owners of Red Deer Resort & Casino.
  • Red Deer Resort & Casino is expected to significantly contribute to community investment through its hotel and casino operations and create numerous employment opportunities for the city.

The Investment Center’s Annual National Education Conference Kicks Off with Lt. Col. Scott Mann’s Inspiring Story of Serving Others

Retrieved on: 
Thursday, May 4, 2023
Russell Investments Center, United States Army Special Forces, MGM National Harbor, Task Force Pineapple, Comprehensive, TIC, Investment center, Practice management, Investment, Conference, NEC, Social media, Financial adviser, Marketing

BEDMINSTER, N.J., May 04, 2023 (GLOBE NEWSWIRE) -- The Investment Center, Inc. brought its National Education Conference (NEC) to Florida last week.

Key Points: 
  • BEDMINSTER, N.J., May 04, 2023 (GLOBE NEWSWIRE) -- The Investment Center, Inc. brought its National Education Conference (NEC) to Florida last week.
  • The independent broker-dealer’s conference included topics focused on the markets, practice management, cybersecurity, and compliance.
  • The event was opened by “Warrior Storyteller” and distinguished military leader, retired Lieutenant Colonel Scott Mann.
  • Lieutenant Colonel Mann is a human connection expert and coach who discussed relationship-building techniques that drove so many of his successful combat operations.

Institute of Business & Finance Announces a New CFS® Designee

Retrieved on: 
Monday, April 10, 2023
Product management, Russell Investments Center, ETF, IBF, Business, Real estate investment trust, Investment center, SAN, Certified Funds, Investment, CFS, Financial adviser, Ethics

SAN DIEGO, April 10, 2023 (GLOBE NEWSWIRE) -- The Institute of Business & Finance (IBF) recently awarded Glenn deMarrais, AIF®, BFA™, CFS®, Director of Product Management at The Investment Center, Inc. with the first nationally recognized mutual fund designation, CFS® (Certified Fund Specialist®).

Key Points: 
  • SAN DIEGO, April 10, 2023 (GLOBE NEWSWIRE) -- The Institute of Business & Finance (IBF) recently awarded Glenn deMarrais, AIF®, BFA™, CFS®, Director of Product Management at The Investment Center, Inc. with the first nationally recognized mutual fund designation, CFS® (Certified Fund Specialist®).
  • This graduate-level designation is conferred upon candidates who complete an 135+ hour educational program focusing on closed-end funds, mutual funds, ETFs, REITs, UITs and modern portfolio theory.
  • Over $12 trillion is invested in mutual funds in the United States; half of all households own shares in at least one mutual fund.
  • The CFS® program, since 1988, is designed for brokers and advisors who have clients that either own or are considering investing in mutual funds or exchange-traded funds.

Hong Kong Ambassadors Club Set to Revitalise Hong Kong for Greater Business Success with Seasoned Team Connecting to Top Global Investors

Retrieved on: 
Thursday, March 23, 2023
HKAC, InvestHK, British Consulate-General, Boston, Season, FSDC, Maurice, Hong Kong Trade Development Council, Travel, Financial Secretary (Hong Kong), Goodwill ambassador, GBM, JP, Financial services, Friends, HKSAR, Legislative council, Four Seasons Hotels and Resorts, Youth Development Commission, HKSAR Government, Fintech, United States Joint Congressional Committee on Inaugural Ceremonies, Philippines, Government, Treasury, Investment center, Partner, Philippine Trade Training Center, GBS, Guangdong–Hong Kong–Macao Greater Bay Area, Executive Council, Entrepreneurship, Commercial, Four Seasons Hotel Hong Kong, Executive Council of Hong Kong, Council, United Arab Emirates, GOGOX, Airline, Film industry, Club

The HKAC is set to be a facilitator and promoter of Hong Kong by collaborating with global investors and the international business community to host influential events as well as being a bridge between private and public sectors.

Key Points: 
  • The HKAC is set to be a facilitator and promoter of Hong Kong by collaborating with global investors and the international business community to host influential events as well as being a bridge between private and public sectors.
  • The HKAC aims to connect further ecosystems in strategic global regions such as the Middle East and South East Asia and build stronger economic and investment partnerships for the business network and friends towards Hong Kong.
  • Hence, the Club bears a crucial role and responsibility for fostering friendlier business cultures, shared values and the city's image."
  • We will also inaugurate honorary Goodwill Ambassadors with top business leaders and public figures around the world with outstanding merits in different areas to promote Hong Kong."

Wizdom Financial Launches Sandwich Generation Financial Planning Strategies to Support Families

Retrieved on: 
Thursday, March 9, 2023
Caregiver, The Pensions Advisory Service, Retirement, Investment center, Finance, History, Parent, Pressure, Residential care, Management, Financial adviser, Woman

Hauppauge, New York--(Newsfile Corp. - March 9, 2023) - Wizdom Financial, a premier financial advisory firm, has announced the release of its revolutionary financial planning strategies, catered to families in the sandwich generation.

Key Points: 
  • Hauppauge, New York--(Newsfile Corp. - March 9, 2023) - Wizdom Financial, a premier financial advisory firm, has announced the release of its revolutionary financial planning strategies, catered to families in the sandwich generation.
  • According to Pak Le MBA, CFF®, CLTC®, Director of Financial Planning of Wizdom Financial, "We recognize that financial planning for the sandwich generation can be particularly challenging.
  • Wizdom Financial's innovative financial planning strategies include:
    Sandwich Generation Planning - Aiding individuals in supporting their families while also caring for their elderly parents.
  • For further information on Wizdom Financial and their cutting-edge financial planning strategies for the sandwich generation, please visit their website at https://www.wizdomfinancial.com .

The Investment Center Inc. Hosts Women Advisors Group Conference in Savannah, GA

Retrieved on: 
Wednesday, December 21, 2022
Education, Region, Investment center, Consultant, Female, Investment, Practice management, Broker-dealer, Product management, MBA, WAG, Reg, Environment, Longevity, Practice management software, Collection, Lunch, Woman, Management

The Women Advisors Group conference gives the attendees the opportunity to connect with fellow female financial professionals and share thoughts and ideas on everything from practice management to work-life balance.”

Key Points: 
  • The Women Advisors Group conference gives the attendees the opportunity to connect with fellow female financial professionals and share thoughts and ideas on everything from practice management to work-life balance.”
    The Women Advisors Group (WAG) was created in 2016 at the firm to encourage relationships among our female professionals.
  • The group has opened up to licensed assistants and practice managers for the advisors.
  • “The Investment Center’s WAG has provided such a meaningful and valuable forum for women advisors’ success.
  • More than half are involved in WAG, either attending conference calls, networking sessions, or traveling to the annual conference.

New International Tax and Investment Center Research Reveals Link between Tax and Illicit Alcohol Market Size

Retrieved on: 
Tuesday, November 29, 2022
Food, Beverage, Retail, State, Local, Public Policy, Other Policy Issues, Finance, Accounting, Professional Services, Congressional News, Views, Public Policy, Government, General Health, Restaurant, Bar, Health, Law Enforcement, Emergency Services, Other Education, Healthcare Reform, Wine & Spirits, University, Education, Ethanol, The Internationals Network for Public Schools, Public health, OECD, United Kingdom, Prevalence, Tax law, Dominican Republic, Crime, Policy, Climate, Energy drink, ITIC, Death, Vol, Tax, Investment center, Research, World Customs Journal, Drug, Dominican

The International Tax and Investment Center (ITIC) released new research on illicit alcohol revealing that high tax rates on alcoholic beverages can divert consumers to the illicit alcohol market, which poses a major threat to public health and finances.

Key Points: 
  • The International Tax and Investment Center (ITIC) released new research on illicit alcohol revealing that high tax rates on alcoholic beverages can divert consumers to the illicit alcohol market, which poses a major threat to public health and finances.
  • Alcohol tax increases should be applied slowly over time to avoid sudden price increases for consumers, as this often drives consumers toward the illicit alcohol market.
  • Tax systems, industry and cross-border coordination, and smart, focused enforcement can help combat the illicit alcohol market and reduce its prevalence.
  • Sharp tax increases have a strong link to increased activity in the illicit alcohol market, a finding supported by recent OECD research and Euromonitor as well, explains Dan Witt, president of the International Tax and Investment Center.

Robert Fernandes, CISO of The Investment Center, Inc., Announced as a Winner for the Top 50 Information Security Professional Award

Retrieved on: 
Tuesday, July 12, 2022
TIC, Â, Information security, GLOBE, CEO, CISSP, Organization, Information, Industry, Investment center, Leadership, Risk management

BEDMINSTER, N.J., July 12, 2022 (GLOBE NEWSWIRE) -- The Investment Center, Inc. (TIC), an independent broker-dealer for financial services professionals, is proud to announce that its Chief Information Security Officer, Robert Fernandes, CISSP, CASP+, GPEN, GWAPT, was announced as a winner for the top 50 Information Security Professional Award from OnCon .

Key Points: 
  • BEDMINSTER, N.J., July 12, 2022 (GLOBE NEWSWIRE) -- The Investment Center, Inc. (TIC), an independent broker-dealer for financial services professionals, is proud to announce that its Chief Information Security Officer, Robert Fernandes, CISSP, CASP+, GPEN, GWAPT, was announced as a winner for the top 50 Information Security Professional Award from OnCon .
  • It's an honor to be associated with such an accomplished group of Information Security leaders.
  • I have a passion for this work, and I am grateful to be in a position that allows me to continue to grow, Rob commented.
  • Award winners have been selected by peers and the information security community.

"One of the hardest hitters in the NFL" Delivers Motivational Close to The Investment Center’s Annual National Education Conference

Retrieved on: 
Tuesday, June 7, 2022
Super Bowl, Conference, Investment center, Sports Illustrated, Computer security, Battle of the Alamo, CEO, NFL, Pro Bowl, Speech, Â, Investment, GLOBE, Pleasure, Technology, Compliance, Practice management, Dallas Cowboys, Heart, Sport, Financial adviser

BEDMINSTER, N.J., June 07, 2022 (GLOBE NEWSWIRE) -- The Investment Center, Inc. held its first in person National Education Conference since 2019 last month in San Antonio, TX.

Key Points: 
  • BEDMINSTER, N.J., June 07, 2022 (GLOBE NEWSWIRE) -- The Investment Center, Inc. held its first in person National Education Conference since 2019 last month in San Antonio, TX.
  • Our attendees are entrepreneurs at heart, like Darren, and understand the need to push themselves to excel.
  • The conference, held in San Antonio, Texas May 23rd May 26th, also included a panel discussion with top producers at the firm.
  • Before the start of the conference, The Investment Centers Emerging Leaders Group met to connect in person.