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SEI Research Reveals Objectivity Key to the Future of Wealth Management Client Relationships
LONDON, June 30 /PRNewswire-FirstCall/ -- SEI (Nasdaq: SEIC) today released the third in a series of special interest papers, entitled, 'Objectivity and the Client Experience,' which looks at the changing relationship between private clients and their wealth managers.
Osman R. Minkara Named a FIVE STAR Wealth Manager(SM) for 2010
SOUTHFIELD, Mich., June 30 /PRNewswire/ -- Osman R. Minkara, Managing Principal of CIG Corp., was named a FIVE STAR Wealth Manager for 2010. Crescendo Business Services administered the research to identify a key group of wealth managers in the Detroit area who are committed to exceptional client satisfaction.
S&T Bank Promotes Senior Executives to Oversee Wealth Management Group
INDIANA, Pa., June 15 /PRNewswire-FirstCall/ -- S&T Bancorp, Inc. (Nasdaq: STBA), a full-service financial institution with branch locations in 10 Pennsylvania counties, is pleased to announce the appointment of Malcolm Polley and David Finui to senior leadership roles for S&T Wealth Management Group.
Sharon Bloodworth of White Oaks Wealth Advisors Inc Named As Forty Under 40 Honoree
Sharon Bloodworth of White Oaks Wealth Advisors Inc was named a Forty Under 40 Honoree by the Minneapolis/St. Paul Business Journal Magazine for 2010.
Wealth Management Firm Launched a New Website
Paragon Wealth Management launched a new redesigned website. They added new videos and tools to help investors select a financial advisor and make wise investment decisions.
White Oaks Wealth Advisors, Inc. Hosts Quarterly 2009 Market Outlook Session
White Oaks Wealth Advisors, Inc. (http://www.whiteoakswealth.com) will host a Quarterly Market Outlook session on Thursday, October 15.
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Schwarz Dygos Wheeler Investment Advisors Launches Fee-Only Wealth Management Service
Independent Registered Investment Advisors stay at the leading edge of wealth management for serious investors.
Sharon Bloodworth of White Oaks Wealth Advisors Inc Named As Forty Under 40 Honoree
Sharon Bloodworth of White Oaks Wealth Advisors Inc was named a Forty Under 40 Honoree by the Minneapolis/St. Paul Business Journal Magazine for 2010.
Patrick Hanratty and Neil Waxman Named in Worth Magazine: The Top 100 Wealth Advisors
Shaker Heights based firm, Capital Advisors, Ltd. announces Patrick T. Hanratty, CPA/PFS, CFP® and Neil R. Waxman, CFP® are included in Worth Magazine's: The Nation's Top 100 Wealth Advisors, as published in the October 2007 edition. Hanratty and Waxman are the only two Cleveland area financial advisors to make the list, and are two of only four, listed in the state of Ohio. This was the fifth consecutive time Waxman has been named, and Hanratty's second time in as many years.
DC Area Wealth Manager Admitted to Registry of Top Financial Advisors
John Rothe, President of the Rothe Financial Group in McLean Va, earns 5-Star rating from Paladin Registry.
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