Excell

Excell Represent 2023: Fostering Growth, Building Community and Driving Impact for Women in Wealth Management

Retrieved on: 
Wednesday, October 18, 2023
Diamond, Associate, Female, Partner, Woman, Runway, Practice management, Organization, Empowerment, Entrepreneurship, Multimedia, Fidelity Investments, Excell, Marketing, Ecosystem, CWM, Community, Financial adviser, Interior design, Management

While the journey towards equality is gradual, the financial world is making strides with the representation of women in wealth management.

Key Points: 
  • While the journey towards equality is gradual, the financial world is making strides with the representation of women in wealth management.
  • To advance this mission, industry leaders Carson Group , Fidelity Investments , Financial Independence Group and Mariner Wealth Advisors are coming together for the second annual Excell Represent event.
  • Wednesday will also include the Women in Wealth Management Awards ceremony which celebrates the women (and men) making a difference in the profession.
  • Teri Shepherd, President of Carson Group, highlighted the importance of the event's collaborative efforts saying, "Excell Represent embodies the spirit of community, progress and empowerment for women in wealth management.

Finalists Announced for the Women in Wealth Management Awards

Retrieved on: 
Monday, September 25, 2023
Venus, Chief experience officer, Senior, General counsel, Culture, Lead, Woman, Mentorship, Strategy, Organization, Excell, Principal, Entrepreneurship, Empowerment, Management, Interior design, Growth

OMAHA, Neb. , Sept. 25, 2023 /PRNewswire/ -- The second annual Women in Wealth Management Awards finalists were announced today. The awards celebrate and honor the women (and men!) in the wealth management industry, who act as an inspiration for others and who are making a difference in the profession and their communities. Winners will be announced at the Excell Represent Women in Wealth Awards ceremony in Orlando on November 15.

Key Points: 
  • , Sept. 25, 2023 /PRNewswire/ -- The second annual Women in Wealth Management Awards finalists were announced today.
  • in the wealth management industry, who act as an inspiration for others and who are making a difference in the profession and their communities.
  • Winners will be announced at the Excell Represent Women in Wealth Awards ceremony in Orlando on November 15.
  • Caroline Knights, CFP®, Director of Financial Planning Services, Boston Wealth Strategies
    This award is open to both men and women who have acted as both mentors and allies to women in the wealth management industry.

Nominations Are Now Open for the 2nd Annual Women in Wealth Management Awards

Retrieved on: 
Thursday, June 29, 2023
Syracuse, Sicily, Excell, Woman, Management

OMAHA, Neb., June 29, 2023 /PRNewswire/ -- The second annual Women in Wealth Management Awards program is now open and accepting nominations. The awards, which will be held in conjunction with this year's Excell REPRESENT, are designed to highlight, celebrate and honor the women (and men!) in the wealth management industry, who act as an inspiration for others and who are making a difference in the profession and their communities.

Key Points: 
  • Nominate a deserving woman in one of seven categories; finalists announced Sept. 14
    OMAHA, Neb., June 29, 2023 /PRNewswire/ -- The second annual Women in Wealth Management Awards program is now open and accepting nominations.
  • The awards, which will be held in conjunction with this year's Excell REPRESENT, are designed to highlight, celebrate and honor the women (and men!)
  • in the wealth management industry, who act as an inspiration for others and who are making a difference in the profession and their communities.
  • Industry leader, consultant and former CEO and Publisher of InvestmentNews, Suzanne Siracuse, will oversee the awards program and serve as the host of the awards ceremony.

Ultralife Corporation Reports Fourth Quarter Results

Retrieved on: 
Thursday, March 2, 2023
Manna, EBITDA, EPS, Ultralife Corporation, System, Energy Products Inc, Growth, Acquisition, Excell, Erongo Battery Energy Storage System, Ultralife (album), Video game, Bookkeeping

NEWARK, N.Y., March 02, 2023 (GLOBE NEWSWIRE) -- Ultralife Corporation (NASDAQ: ULBI) reported operating profit of $0.2 million and adjusted EBITDA of $2.0 million on revenue of $36.1 million for the fourth quarter ended December 31, 2022.

Key Points: 
  • NEWARK, N.Y., March 02, 2023 (GLOBE NEWSWIRE) -- Ultralife Corporation (NASDAQ: ULBI) reported operating profit of $0.2 million and adjusted EBITDA of $2.0 million on revenue of $36.1 million for the fourth quarter ended December 31, 2022.
  • For the fourth quarter of 2021, the Company reported an operating loss of $1.2 million and adjusted EBITDA of ($0.1) million on revenue of $23.8 million.
  • “For the fourth quarter, we delivered a 220-basis point improvement in gross margin over the third quarter primarily due to price realization.
  • See the “Non-GAAP Financial Measures” section of this release for a reconciliation of adjusted EBITDA to net income attributable to Ultralife Corporation.

Women in Wealth Management Award Finalists Announced

Retrieved on: 
Thursday, October 27, 2022
LLC, Partner, NYSE, Ecosystem, Clinton health care plan of 1993, Fidelity, Fidelity Investments, Woman, NFS, Life, Investment, Disablement Income Group, Founder CEO, Marketing, SIPC, Solution, Insurance, RIAS, Mentorship, Industry, Technology, Associate, Culture, Organization, Empowerment, Compliance, CFP, Partnership, FMR, Practice management, CEO, Excell, SEC, CWM, Man, Leadership, Twitter, Financial adviser, Management

OMAHA, Neb., Oct. 27, 2022 /PRNewswire/ -- Industry leaders Carson Group, Fidelity Institutional®, Financial Independence Group and Mariner Wealth Advisors announced the finalists for the first-ever Excell REPRESENT Women in Wealth Management Awards.

Key Points: 
  • OMAHA, Neb., Oct. 27, 2022 /PRNewswire/ --Industry leaders Carson Group , Fidelity Institutional , Financial Independence Group and Mariner Wealth Advisors announced the finalists for the first-ever Excell REPRESENT Women in Wealth Management Awards.
  • Winners will be announced live at the Excell REPRESENT Women in Wealth Awards ceremony in Nashville on November 9.
  • This award is open to both men and women who have acted as both mentors and allies to many women in the wealth management industry.
  • Winners will be announced live at the Excell REPRESENT Women in Wealth Awards ceremony in Nashville on November 9.

YCharts Named “Best Value” Winner in the 2022 Carson Excell Advisor Tech Awards

Retrieved on: 
Monday, October 17, 2022
Professional Services, Data Management, Small Business, Technology, Software, Finance, Internet, Well, Adoption, Software, Cetara, Communication, Research, ETF, CEO, Investment, Awareness, Solution, Excell, Financial adviser

YCharts , a cloud-based investment research platform that enables wealth advisors and asset managers to make smarter investment decisions and to orchestrate better communications with their clients, won Best Value in the second annual Carson Excell Advisor Tech Awards presented by Cetera.

Key Points: 
  • YCharts , a cloud-based investment research platform that enables wealth advisors and asset managers to make smarter investment decisions and to orchestrate better communications with their clients, won Best Value in the second annual Carson Excell Advisor Tech Awards presented by Cetera.
  • Having Carson Excell recognize YCharts with this award is amazing validation of our mission, said Sean Brown, CEO at YCharts.
  • YCharts is one of the best advisor solutions out there to help with communication, said Jamie Hopkins, Managing Partner at Carson Group.
  • The Excell Advisor Tech was launched by Carson Excell in 2021 to provide awareness and encourage adoption of the best-in-industry technology.

Unprecedented collaboration launched to take on the underrepresentation of women in financial advice

Retrieved on: 
Thursday, October 13, 2022
Insurance, Female, SEC, CFP, Population, Woman, Investment, Partner, Excell, Organization, LLC, NYSE, RIAS, Partnership, CWM, Technology, Fidelity Investments, Marketing, Industry, CEO, SIPC, Ecosystem, Practice management, Disablement Income Group, Overalls, Leadership, NFS, Life, Fidelity, Clinton health care plan of 1993, FMR, Compliance, Pharmaceutical industry, Financial adviser, Olympian

OMAHA, Neb., Oct. 13, 2022 /PRNewswire/ -- Women make up more than half of the U.S. population, but only 20% of financial advisors. The underrepresentation of women in wealth management has plagued the industry for decades, and while there's been a lot of talk, little has changed.

Key Points: 
  • OMAHA, Neb., Oct. 13, 2022 /PRNewswire/ -- Women make up more than half of the U.S. population, but only 20% of financial advisors.
  • The underrepresentation of women in wealth management has plagued the industry for decades, and while there's been a lot of talk, little has changed.
  • "We're happy to work with competitors and different advice channels to move the needle on representation and create something that's 100% about the betterment of the industry and the advancement of women."
  • We began by offering wealth planning resources and then added services from tax planning to insurance all under one roof.

Global Meat And Meat Substitutes Binders and Scaffolders Market Analysis Report 2022 - ResearchAndMarkets.com

Retrieved on: 
Tuesday, September 27, 2022
Food, Beverage, Retail, Excell, Dalco Passage, Collagen, Migros, Federal Trade Commission v. Vemma Nutrition Company, Country, Poultry, Eating, Meat, ADM (company), Knowledge, Organization, Acquisition, Mosa Meat, Growth, Application, Danone, DuPont, Technology, Cell, Fibrin scaffold, Roquette Frères, Kerry Group, Ingredion, Hilton, Vitamin, Research, Water, Skin, Animal, Meat Products of India, Plant, Upside Foods, Gelatin, Health, Leather, Fast food, Givaudan, Semi-vegetarianism

The "Binders and Scaffolders for Meat And Meat Substitutes Global Market Report 2022" report has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • The "Binders and Scaffolders for Meat And Meat Substitutes Global Market Report 2022" report has been added to ResearchAndMarkets.com's offering.
  • The binders and scaffolders for meat and meat substitutes market consist of the sales of binders and scaffolders by entities (organizations, partnerships, and sole proprietors) used for meat and meat substitutes.
  • The main types of binders and scaffolders for meat and meat substitutes are binders for meat and meat substitutes, and scaffolders for cultured meat.
  • Global Binders and Scaffolders for Meat and Meat Substitutes Market, Segmentation By Application, Historic and Forecast, 2016-2021, 2021-2026F, 2031F, $ Billion
    7.1.

Healthpilot Named Best Disruptor Finalist in the 2022 Excell Advisor Tech Awards

Retrieved on: 
Wednesday, September 14, 2022
Excell, Health, Time, Medicare, Twitter, LLC, Organization, Partnership, Industry, Achievement, CEO, Technology, Solution, Family, Carson, Conference, Cetara, Overalls, Multimedia, Health insurance, Financial adviser

NASHVILLE, Tenn., Sept. 14, 2022 /PRNewswire/ -- Healthpilot Technologies, LLC, the digital platform that solved the complexities of enrolling in a Medicare plan, announced today that their next-level technology to provide the best Medicare plan recommendation for a customer's needs, has been named a Best Disruptor finalist in the in the second annual Excell Advisor Tech Awards presented by Cetera.

Key Points: 
  • NASHVILLE, Tenn., Sept. 14, 2022 /PRNewswire/ -- Healthpilot Technologies, LLC, the digital platform that solved the complexities of enrolling in a Medicare plan, announced today that their next-level technology to provide the best Medicare plan recommendation for a customer's needs, has been named a Best Disruptor finalist in the in the second annual Excell Advisor Tech Awards presented by Cetera.
  • Healthpilot modernized the Medicare enrollment process with next-level technology and an intuitive user interface, giving customers the confidence and comfort to enroll in that right plan."
  • The Excell Advisor Tech Awards presented by Cetera recognizes the best technology solutions that focus on helping advisors improve client service, save time or solve industry problems.
  • Carson Group will announce the award winners tomorrow, September 15, during the 2022 Excell Conference in Las Vegas, Nevada.

Ultralife Corporation Reports Second Quarter Results

Retrieved on: 
Thursday, July 28, 2022
Income, Acquisition, Investment, GLOBE, Energy Products Inc, Time-invariant system, Battery Energy Drink, U.S. Securities and Exchange Commission, Excell, Event, SEC, Solution, Ultralife Corporation, COVID-19, NASDAQ, GAAP, Webcast, Battery, Ultralife (album), Company, Annual report, Engineering, Adjustment, EBITDA, Bookkeeping

NEWARK, N.Y., July 28, 2022 (GLOBE NEWSWIRE) -- Ultralife Corporation (NASDAQ: ULBI) reported operating income of $0.8 million and Adjusted EBITDA of $2.2 million on revenue of $32.1 million for the second quarter ended June 30, 2022.

Key Points: 
  • NEWARK, N.Y., July 28, 2022 (GLOBE NEWSWIRE) -- Ultralife Corporation (NASDAQ: ULBI) reported operating income of $0.8 million and Adjusted EBITDA of $2.2 million on revenue of $32.1 million for the second quarter ended June 30, 2022.
  • For the second quarter of 2021, the Company reported operating income of $1.1 million and Adjusted EBITDA of $2.2 million on revenue of $26.8 million.
  • Revenue was $32.1 million, an increase of $5.4 million, or 20.0%, compared to $26.8 million for the second quarter of 2021.
  • Ultralife will hold its second quarter earnings conference call today at 8:30 AM ET.