Posts Categorized: Financial Services

Is Your Company Terminating an Employee? ExpertQuote Can Save Your Company Millions in Litigation

Posted filed under Financial Services.

Corporate benefits firm ExpertQuote Insurance Services Inc., has announced a complimentary expert webinar titled Termination the Right Way. Deciding to terminate an employee can be one of the most difficult and stressful experiences for employers. But it can also be one of the most important. ExpertQuote invites you to join them for a highly informative… Read more »

ExpertQuote Announces Sponsorship of the San Jose Spiders Ultimate Team

Posted filed under Financial Services.

Corporate benefits firm ExpertQuote Insurance Services Inc., has announced the official sponsorship of the San Jose Spiders ultimate team. On April 18th 2015, ExpertQuote and the San Jose Spiders signed a joint commitment of official sponsorship. The San Jose Spiders are the defending champions of the American Ultimate Disc League (AUDL) and they play their… Read more »

John Peters Recognized as a Leading Financial Advisor by Commonwealth Financial Network®

Posted filed under Financial Services.

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

Posted filed under Financial Services.

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 »