Uncover the future of secure and compliant document management with David Knoch, CEO of Docupace, in our insightful interview.
PCF Insurance Services Appoints Brandon Gray to VP of Treasury
March 17, 20234 min
PCF Insurance Services (PCF), a top 20 U.S. insurance brokerage firm, announced today the appointment of Brandon Gray to the newly created role of Vice President of Treasury. “We are very pleased to welcome Brandon to the PCF team,” said Felix Morgan, Chief Financial Officer and Chief Operating Officer of PCF Insurance. “Brandon brings vast and deep experience in the finance and treasury functions of large, national corporations to this new role at PCF. His knowledge about investment...
Helping More Americans Plan for the Future and Work Toward Financial Wellness During Time of Crisis
Women Focus on Short-Term Financial Planning, But Fewer than Half are Requesting a Pay Raise
March 7, 202011 min
Third-annual study by Laurel Road examining financial literacy shows women lack financial confidence, despite having similar knowledge as men
Strategic, executive-level hires fuel Canada's next breakout tech company and its ongoing commitment to workplace diversity.
Center for Financial Planning, Inc. Announces Two Advisors on Forbes Best-in-State Wealth Advisors 2020
February 24, 20206 min
Detroit-area wealth management firm boasts multi-year winners, celebrates 35 years of financial advisory service
MAI Capital Taps R.J. Nemer to Lead Marketing Efforts and Business Development
February 4, 20205 min
Former attorney and entrepreneur joins $7B firm to drive marketing initiatives and support new business activities for the growing RIA
Alex Chalekian, Lake Avenue Financial Join Integrated Partners
October 3, 20199 min
Integrated Partners, a national financial planning and registered investment advisory firm, is proud to announce that Alex Chalekian and his registered investment advisory firm Lake Avenue Financial, are joining as the latest dynamic team to identify Integrated as an outstanding option for growth-oriented entrepreneurs. Well known in the financial advisory community, Alex Chalekian and his team have been considering their options with regard to growth and business evolution catalysts for some time. After many months...