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Plante Moran Financial Advisors Adopt RiXtrema's IRAFiduciaryOptimizer Tool - PR Newswire (press release)
Founded in 2010 , RiXtrema is a portfolio crash-testing company that helps advisors discuss risk with clients. Long used by fund managers , pension plans and funds of funds, RiXtrema has introduced its risk management tools to the financial advisory and&nbsp.

Why Ant Financial's IPO Is Hugely Anticipated - Nasdaq
Ant Financial has an estimated business value of $75 billion and has been recently taken the top slot among leading global fintech innovators from around the world for 2016. Here's why Ant Financial is one of the most anticipated IPOs. Alipay was.

Magnus Heystek Junior - Moneyweb.co.za
MAGNUS started his career with Brenthurst Wealth in March 2010 as an administrative assistant. He lived in China, the USA and Brazil for several years before returning to SA. He obtained a B.Com degree in 2011 from the University of South Africa and&nbsp.

College planning programs in need of financial aid - InvestmentNews
Hit hard by an 18% drop in state funding over the past six years, Kansas State University can't even afford to teach its 65 financial planning students how to use such popular planning programs as MoneyGuidePro or Morningstar Advisor . "We're not asking.

Applause, please: Financial advisers win Community Leadership Awards - InvestmentNews
Winners of the adviser awards , which include a charitable contribution of up to $25,000, worked with a range of causes including medical research, suicide prevention and youth development. Charities of the 10 other finalists will each receive $5,000.

Digiliti Money Announces Management Change - Nasdaq
Founded in 2010 , Digiliti Money has quickly grown into a technology leader and trusted partner to some of the world's largest and most respected financial organizations. With remarkable growth, an impressive client base and award -winning technologies,&nbsp.

South African regulator bans adviser exam cheats - International Adviser
Thabang Malimbe, the FSB's head of Financial Advisory and Intermediary Services (FAIS), told local news website Moneyweb that a number of representatives “who were found to have obtained the regulatory examinations, as well as wealth management &nbsp.

Fast-growing Westlake firm recruits industry vet - Crain's Cleveland Business
C2P Enterprises is a recently formed holding company that comprises Prosperity Capital Advisors , a registered investment adviser (RIA); C2P Advisory Group, an insurance wholesaler; and Clarity 2 Prosperity, a training business for financial advisers.

Dimensional Fund Advisors' David Booth replaced by Dave Butler as co-CEO - InvestmentNews
Dimensional Fund Advisors Names Dave Butler Co-CEO Institutional Investor.

CH2M awarded Programme Management contract for the restoration of historic Palace of Westminster
We have seen from other major public projects that effort put into early planning is rewarded later with financial ... management, CH2M in 2016 became the first professional services firm honored with the World Environment Center Gold Medal Award for.

The 29th Forbes Cruise for Investors - Moneyshow.com (registration)
The six-star Crystal Symphony is equipped with ultra-luxurious amenities, countless onboard activities such as the casino and spa, world -class culinary experiences, and the legendary service that makes Crystal the world's most awarded luxury cruise line.

Adviser Profile: Sarah Brown of Fidelium Financial Planners - Citywire.co.uk
Sarah Brown has achieved strong growth at Fidelium Financial Planners since setting up in 2013 and the netball umpire says striving to achieve clients' goals is key to her success. 'I've put my heart and soul into this over the past three years,' says.