Corporate benefits firm ExpertQuote is pleased to be teaming up with the California Highway Patrol (CHP) to promote health, wellness and the San Jose Spiders. This father’s day weekend families from both organizations will be cheering on the Spiders as they fight to stay in first place in the West. On Saturday June 20th at… Read more »
Posts Categorized: Financial Services
Wela Launches “The Money Revolution” Radio Show in 6 US Cities
Wela, a digital financial advisory firm and online platform, today announced the launch of “The Money Revolution” show in 6 US markets. Hosts Matt Reiner and Eddie Goepp come together every weekend to talk about investing and better financial planning. They plan to cover topics that span from asset allocation for investments to purchasing a… Read more »
Cane Bay Partners VI, LLLP Sponsors Captain Morgan Ironman 70.3 St. Croix
On May 3, Cane Bay Partners VI, LLLP sponsored the 25th annual St. Croix International Triathlon, now known as the Captain Morgan Ironman 70.3 St. Croix. They also sponsored Bridget Klein and Julie Sommer, both of whom took home first place among female racers for Team Cane Bay Partners. Winners earned a chance to compete… Read more »
John Peters Recognized as a Leading Financial Advisor by Commonwealth Financial Network®
John Peters, CLU®, RHU, CPCU, ChFC®, AIF®, an independent financial advisor in Tucson, AZ affiliated with Commonwealth Financial Network® and CEO of Professional Wealth Strategies located at 3573 East Sunrise Drive, Suite 119, Tucson, AZ 85718-3206 has achieved Commonwealth Winners Circle status for 2015. This distinction recognizes successful financial advisors based on a ranking of… Read more »
Penny It Works Wins 5 More Industry Awards as Best Fund Accounting Software
Upon winning her second Oscar in 1985, actress Sally Field famously said in her acceptance speech “You like me. You really like me”. That perfectly captures the sentiment around TKS Solutions these days after the company’s flagship software, fund accounting system Penny® It Works, notched 5 industry awards in rapid succession: Best Global Fund Accounting… Read more »
