CFP

Affiliated Advisors Celebrates Its Thirty Year Anniversary

Retrieved on: 
Wednesday, March 20, 2024
Growth, Alliance Royale, Affiliation, Environment, NAB, Female, Human, Acquisition, Dream, CFP, Marketing, AUA, FCM, Financial adviser

NEW YORK, March 20, 2024 /PRNewswire-PRWeb/ -- Affiliated Advisors, a leading advisor service and support platform, announced today that the firm is celebrating its 30th year in business. Founded in 1994 by the visionary financial services executive, Rita Robbins, Affiliated Advisors has evolved and grown through three decades to become an innovative award-winning platform that enables financial advisors to build the practices of their dreams.

Key Points: 
  • Affiliated Advisors has evolved and grown through three decades to become an innovative award-winning platform that enables financial advisors to build the practices of their dreams.
  • Now serving over 50 financial advisory firms, with more than 100 advisors and 60 support staff, Affiliated Advisors is one of the fastest growing OSJs for the second largest independent broker dealer Osaic Wealth.
  • Affiliated Advisors provides a comprehensive suite of business management, compliance, technology, marketing, and investment advisory solutions and services; with direct access to experienced professionals, skilled in helping advisors streamline their workflows.
  • Some of Affiliated Advisors' milestones include:
    1994 – Rita Robbins establishes Affiliated Advisors as a new affiliation model and support platform for financial advisors that has now become one of the most successful ways for advisors to remain independent businesses, yet have a dynamic and comprehensive support platform that provides scale, expertise and a full-suite of solutions.

Latitude Wealth Advisors Selects Osaic for Growth Platform and Client Services

Retrieved on: 
Monday, March 11, 2024
Culture, Organization, Growth, Partnership, Ameriprise Financial, Acquisition, Business development, CRPC, MSFS, CLU, RICP, CFP, Marketing, Family, CLTC, Chfc, Financial adviser

PHOENIX, March 11, 2024 /PRNewswire/ -- Osaic, one of the nation's largest providers of wealth management services, announced the addition of Latitude Wealth Advisors ("Latitude"), a wealth management firm located in Hauppauge, New York. Latitude serves hundreds of families and businesses, representing $210 million in total client assets. The firm was formerly affiliated with Ameriprise Financial and joins Osaic through Affiliated Advisors, one of Osaic's largest enterprise OSJs.

Key Points: 
  • Former Ameriprise Firm with $210 million in Client Assets Joins Affiliated Advisors, One of Osaic's Largest Enterprise OSJs
    PHOENIX, March 11, 2024 /PRNewswire/ -- Osaic, one of the nation's largest providers of wealth management services, announced the addition of Latitude Wealth Advisors ("Latitude"), a wealth management firm located in Hauppauge, New York.
  • The firm was formerly affiliated with Ameriprise Financial and joins Osaic through Affiliated Advisors, one of Osaic's largest enterprise OSJs.
  • With the addition of Latitude Wealth Advisors, Affiliated Advisors now serves over 100 advisors and 60 staff, representing more than $4 billion in client assets.
  • We welcome Latitude to the family and congratulate Rita and her team at Affiliated Advisors for their ongoing success in attracting top-tier advisors and practices to the Osaic platform."

Trina Solar's full range of n-type Vertex modules obtain Carbon Footprint certification by UL Solutions

Retrieved on: 
Monday, March 11, 2024
Carbon, Certification, Solar energy, ESG, Information technology, Climate change mitigation, Carbon footprint, EPD, Vertex, CFP, Ministry, ISO, PV, Renewable energy

CHANGZHOU, China, March 11, 2024 /PRNewswire/ -- Trina Solar, a global leader in smart PV and energy storage solutions, has announced that its full range n-type modules, including Vertex N 720W series modules, Vertex N 625W modules and Vertex S+ modules, have been granted Carbon Footprint of Products Verification by UL Solutions.

Key Points: 
  • CHANGZHOU, China, March 11, 2024 /PRNewswire/ -- Trina Solar, a global leader in smart PV and energy storage solutions, has announced that its full range n-type modules, including Vertex N 720W series modules, Vertex N 625W modules and Vertex S+ modules, have been granted Carbon Footprint of Products Verification by UL Solutions.
  • After verifying the carbon footprint of modules, the carbon footprint of Trina Solar's Vertex N 720W series modules, Vertex N 625W modules and Vertex S+ modules can be as low as 400kg/kW.
  • Trina Solar has also obtained EPD certifications from UL Solutions and gained registered EPD Italy certification for the outstanding performance of its Vertex series in December.
  • Zhao Jinqiang, president of Trina Solar's cell and module business unit, said: "Trina Solar is continuously improving its ESG governance structure.

Trina Solar's full range of n-type Vertex modules obtain Carbon Footprint certification by UL Solutions

Retrieved on: 
Monday, March 11, 2024
Carbon, Certification, Solar energy, ESG, Information technology, Climate change mitigation, Carbon footprint, EPD, Vertex, CFP, Ministry, ISO, PV, Renewable energy

CHANGZHOU, China, March 11, 2024 /PRNewswire/ -- Trina Solar, a global leader in smart PV and energy storage solutions, has announced that its full range n-type modules, including Vertex N 720W series modules, Vertex N 625W modules and Vertex S+ modules, have been granted Carbon Footprint of Products Verification by UL Solutions.

Key Points: 
  • CHANGZHOU, China, March 11, 2024 /PRNewswire/ -- Trina Solar, a global leader in smart PV and energy storage solutions, has announced that its full range n-type modules, including Vertex N 720W series modules, Vertex N 625W modules and Vertex S+ modules, have been granted Carbon Footprint of Products Verification by UL Solutions.
  • After verifying the carbon footprint of modules, the carbon footprint of Trina Solar's Vertex N 720W series modules, Vertex N 625W modules and Vertex S+ modules can be as low as 400kg/kW.
  • Trina Solar has also obtained EPD certifications from UL Solutions and gained registered EPD Italy certification for the outstanding performance of its Vertex series in December.
  • Zhao Jinqiang, president of Trina Solar's cell and module business unit, said: "Trina Solar is continuously improving its ESG governance structure.

DMG Blockchain Solutions Announces Investment in Digital Asset Custody Solution

Retrieved on: 
Thursday, February 22, 2024
Crypto, DMG, Fidelity, FINTRAC, Meta Platforms, TC Energy, Alberta Securities Commission, State-owned enterprise, CAD, LLB, Head, Ethics, Marketing, Bank, MBA, CFE, CFA, CBV, Cloud computing, PLG, AML, MEM, GTM, Carbon, FATF, Meta, Trust, Bank of America, Insurance, TSX, Public sector, MLRO, CFP, Family, International (Amtrak train)

VANCOUVER, British Columbia, Feb. 22, 2024 (GLOBE NEWSWIRE) -- DMG Blockchain Solutions Inc. (TSX-V: DMGI) (OTCQB US: DMGGF) (FRANKFURT: 6AX) (“DMG”), a vertically integrated blockchain and data center technology company, announces it has committed CAD $3.5 million to establish a Calgary, Alberta based independent digital asset custody solution for institutional clients.

Key Points: 
  • VANCOUVER, British Columbia, Feb. 22, 2024 (GLOBE NEWSWIRE) -- DMG Blockchain Solutions Inc. (TSX-V: DMGI) (OTCQB US: DMGGF) (FRANKFURT: 6AX) (“DMG”), a vertically integrated blockchain and data center technology company, announces it has committed CAD $3.5 million to establish a Calgary, Alberta based independent digital asset custody solution for institutional clients.
  • The capital commitment for this digital asset custody solution will be made over time and as required to support the regulatory review process.
  • Sheldon Bennett, CFE, MBA - CEO and Director of DMG Blockchain Solutions and Chair of Systemic Trust.
  • Most recently as Binance Canada’s Chief Technology Officer, he spearheaded the implementation and launch of its Crypto Trading Platform and digital asset custody service.

Artificial Intelligence (AI) Risk Summit to Take Place June 25-26 at the Ritz-Carlton, Half Moon Bay, California

Retrieved on: 
Monday, March 4, 2024
Technology, Security, Other Technology, Business, Professional Services, Software, Networks, Data Management, Artificial Intelligence, The Ritz-Carlton Hotel Company, AI, Intelligence, Risk management, News, Government, Risk, CFP, Policy, San Francisco International Airport, Artificial intelligence, Medical device

SecurityWeek, a leader in cybersecurity news, insights, and analysis, will host the Artificial Intelligence (AI) Risk Summit on June 25-26, 2024, at the Ritz-Carlton in Half Moon Bay, California.

Key Points: 
  • SecurityWeek, a leader in cybersecurity news, insights, and analysis, will host the Artificial Intelligence (AI) Risk Summit on June 25-26, 2024, at the Ritz-Carlton in Half Moon Bay, California.
  • The AI Risk Summit brings together security and risk management executives, AI researchers, policy makers, software developers, and influential business and government stakeholders to drive the conversation forward with consequential dialogue and real-world examples that skip past the hype and provide meaningful guidance on risk management and cybersecurity in the age of artificial intelligence.
  • The Call for Presentations (CFP) for the AI Risk Summit is open through April 12, 2024 and the conference programming team invites submissions for presentations that provoke thought and provide actionable insights related to AI threats.
  • Registration is open , with a discounted rate of $1,795 available before April 5th.

Graham Holdings Company Reports 2023 and Fourth Quarter Earnings

Retrieved on: 
Friday, February 23, 2024
Other Professional Services, Professional Services, Finance, Acquisition, Toyota, Architecture, Television, Real estate, CSI, Holding company, Education, Investment, Class, Dekko, Health, Growth, Graham Holdings, CFA, MCAT, Saatchi Art, GHG, Health care, BSD licenses, Engineering, SIP, CFP, Kaplan International Languages, CDJR, Jeep, Leaf Group, Purdue University Global, Security (finance), WGB, Pathway, Video game

Graham Holdings Company (NYSE: GHC) today reported its financial results for the fourth quarter and full year of 2023.

Key Points: 
  • Graham Holdings Company (NYSE: GHC) today reported its financial results for the fourth quarter and full year of 2023.
  • The Company reported adjusted operating cash flow (non-GAAP) for the fourth quarter of 2023 of $83.0 million, compared to $119.2 million in 2022.
  • Kaplan reported operating income for the fourth quarter of 2023 of $21.5 million, compared to $25.2 million in the fourth quarter of 2022.
  • Adjusted operating cash flow (non-GAAP) at GHG increased to $12.7 million in the fourth quarter of 2023, from $10.5 million in the fourth quarter of 2022.

Nearly 80% of Near Retirees Failed or Barely Passed a Basic Social Security Quiz from MassMutual

Retrieved on: 
Wednesday, February 21, 2024
Accounting, Personal Finance, Professional Services, Finance, MassMutual, 403(b), News, Social Security, Social, Retirement, History, Confusion, CFP, Investment, Life insurance

The latest Social Security retirement benefits quiz of near-retirees from MassMutual exposes that too many – 78% -- failed or barely passed.

Key Points: 
  • The latest Social Security retirement benefits quiz of near-retirees from MassMutual exposes that too many – 78% -- failed or barely passed.
  • And 59% know that if they get divorced, they might be able to collect Social Security benefits based on their ex-spouse’s Social Security earnings history.
  • A surprising 45% of near retirees do not know the current full retirement age, however, most are knowledgeable about the consequences of receiving Social Security benefits before reaching their full retirement age.
  • 40% of near retirees believe Social Security benefits will be their biggest source of income in retirement followed by a 401k or 403b plan (17%), pension (13%) and investments (11%).

Canada Announces Over $15 million to Support Canadian Mining Sector at the 2024 Prospectors and Developers Association of Canada Convention

Retrieved on: 
Wednesday, March 6, 2024
Prospectors, INRP, Magneto, Mining, Investment, Mineral, Transport, Government, Natural Resources, Metal, PDAC, CFP, Organization, Area studies, Recycling, Partnership

And as the world moves toward net zero by 2050, demand for Canada's mineral resources, especially critical minerals, will only increase.

Key Points: 
  • And as the world moves toward net zero by 2050, demand for Canada's mineral resources, especially critical minerals, will only increase.
  • That is why, yesterday at the 2024 Prospectors and Developers Association of Canada (PDAC) convention, the Honourable Jonathan Wilkinson, Minister of Energy and Natural Resources, announced federal investments of over $15 million in projects to increase Indigenous participation and support the development of Canada's critical minerals sector.
  • Minister Wilkinson also announced the launch of the first call for proposals for Indigenous grants under the Critical Minerals Infrastructure Fund (CMIF).
  • At least $25 million of this funding is dedicated to Indigenous communities' capacity building to support their participation in critical minerals development.

WealthManagement.com Recognizes Client-First Top Firms In Second Annual RIA Edge 100

Retrieved on: 
Friday, March 1, 2024
Wealth management, Informa, RIA, Growth, AUM, Certification, CFP, Data analysis, RIAS, Editorial, Financial adviser

NEW YORK, March 1, 2024 /PRNewswire/ -- WealthManagement.com , the leading digital resource for financial advisors and wealth management professionals, today releases the second annual RIA Edge 100 list , meant to spotlight registered investment advisory (RIA) firms that balance exceptional growth with a steadfast focus on delivering an exceptional client experience and running a professionally managed business.

Key Points: 
  • NEW YORK, March 1, 2024 /PRNewswire/ -- WealthManagement.com , the leading digital resource for financial advisors and wealth management professionals, today releases the second annual RIA Edge 100 list , meant to spotlight registered investment advisory (RIA) firms that balance exceptional growth with a steadfast focus on delivering an exceptional client experience and running a professionally managed business.
  • The RIA Edge 100 is compiled by the Wealth Management IQ team and Institutional Shareholder Service's Discovery Data team.
  • There is no rank order to the firms chosen, and no application process.
  • "After the tremendous response from the RIA community to the inaugural RIA Edge 100 list, we knew this could be an ongoing, annual celebration of the firms that continue to rise to the top when it comes to sustainable and responsible growth," said David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa.