BDO USA adds LBA Wealth Management

BDO USA has expanded its wealth advisory practice through the addition of Jacksonville, Florida-based LBA Wealth Management. The practice, a fee-only investment advisory firm encompassing seven professionals with USD350 million in assets under management, was recently ranked among the top CPA firms by assets under management by Accounting Today.   This announcement follows on the heels of The LBA Group, the Jacksonville-based accounting firm, joining BDO USA last November.   The two entities will continue to cohabitate in BDO’s Jacksonville offices at 501 Riverside Avenue.

Category: Wealth management


Services | Frazier Wealth Management

Is your portfolio at the appropriate risk level for your comfort  AND  your financial plan needs? Risk management is the process of analyzing exposure to risk and determining how best to handle that exposure. Potential tools include life insurance, disability insurance, long-term care insurance, and annuities. We help our clients identify their risk and find alternatives to efficiently managing those risks. Risk management is paramount to building and maintaining wealth. There are five keys in the risk management process: Identification, Measurement, Treatment, Implementation, Monitoring.

Category: Wealth management


New York Fee Only Financial Planners and Investment Management

Paul Sydlansky, CFP®, MBA Lake Road Advisors Binghamton NY, Corning NY, Horseheads NY, Ithaca NY, Watkins Glen NY, Elmira NY Fee-Only Financial Planner serving the Southern Tier of NY and clients across the country Steven Elwell, CFP® Level Financial Advisors Amherst NY, Buffalo NY I am a CERTIFIED FINANCIAL PLANNER™ professional who specializes in helping newly retired clients create tax efficient withdrawal strategies. Scott Weiss, CFP®, RICP® Weiss Financial Group Mahopac NY, Brewster NY, Danbury CT, Duchess County NY, Poughkeepsie NY, Fishkill NY Scott Weiss is a Fee Only Financial Planner located in Mahopac, NY serving NY, CT and clients across the country Raymond Mignone, CFP® Ray Mignone & Associates, Inc.

Category: Wealth management


Bond Outlook: 2016 Year-End Review and 2017 Outlook

Geopolitical events had a profound impact on both sovereign and U. S. Treasury rates during 2016. Notably, the Brexit vote in June accelerated concerns about the potential of a global economic slowdown. The reaction was particularly acute in the European sovereign bond market with many high-quality sovereign yields hitting all-time record lows. At its peak, there was an astonishing $13 trillion worth of sovereign debt with negative yields. The impact was also felt across the pond. The yield on the U. S. 10-year Treasury note declined nearly 100 basis points (bps) during the first half of the year, from a 2.

Category: Wealth management


Family Office Profiles

This page of the FamilyOfficesGroup. com website will now serve as the Family Office Profiles Tool. This is a place where our team will publish free-to-access guides and profiles on over 1,000 single and multi-family offices and foundations. Within this tool you will be able to read news stories and bios on some of the most well established family offices in the industry. Please see below for the beginning of our efforts in building this resource. 1875 Finance SA 3D Wealth 5T Wealth Management Aaria Family Office Abacus  Abacus Partners, LLC Abegg Holding AG Abh Capital Management LLC Abrams Group Abridge Partners Absolute investment Advisers Acacia Wealth Advisors Acadia Wealth Advisors Access Financial Services ACCESS Wealth Management ACE Solutions Achterkamp Family Office Acropolis Capital Partners Limited Actionnal The Actuarial Consulting Group Adam and Company  Adams Bank and Trust Adams Hall Asset Management Adirondack Family Business Consultants Adler Management Adurion KG Aegis Wealth Management LLC Affectio Finance Aforge Family Office AFW Wealth Advisors Agile Group AGIS Consulting Ahmanson Foundation Airlie Family Office Ajia Partners AKT Wealth Advisors LP Alatus Capital  Albin Kistler AG Alchemy Ventures Inc ALENA SA Alesco Advisors LLC Aletti Montano & Co.

Category: Wealth management


Wealth Management | BMO Private Banking

By accessing this web site and any pages thereof, you agree to be bound by the terms of the Legal Notices set out below. If you do not agree with the terms of these Legal Notices, do not access this web site or any pages thereof. Legal Notices: BMO Private Banking BMO Private Banking is part of BMO Wealth Management. Banking services are offered through Bank of Montreal. Investment management services are offered through BMO Private Investment Counsel Inc. , an indirect subsidiary of Bank of Montreal. Estate, Trust, Planning and Custodial Services are offered through BMO Trust Company, a wholly owned subsidiary of Bank of Montreal.

Category: Wealth management


TPGRE and Ivanhoé Cambridge Sell P3 for €2.4 Billion | TPG

TPG Real Estate and Ivanhoé Cambridge Sell P3 Logistic Parks for €2. 4 Billion “Starting with a focused investment strategy, we identified P3 as a company with outstanding potential and worked together to achieve outstanding growth and operational excellence. We are very proud of what we have accomplished together and we anticipate that P3 will continue to thrive under GIC’s ownership. ”—Anand Tejani, Partner at TPG Real Estate. TPG Real Estate (TPGRE) and Ivanhoé Cambridge have signed a definitive agreement to sell P3 Logistic Parks (P3), a leading European owner, developer, and manager of logistics properties, to GIC, Singapore’s sovereign wealth fund.

Category: Wealth management


masso torrence wealth management

Masso Torrence Wealth Management Inc. is a boutique, independent firm focusing on corporate retirement plans and comprehensive financial planning for physicians, dental professionals, attorneys, and small business owners. Christopher Masso and John Torrence have both earned the distinction of being consistently nominated to the  *401kWire 300 Most Influential Advisorsas well as being selected as multi year award winners of  ** Five Star Best in Client Satisfaction Wealth Managers in the Philadelphia and New Jersey area , as seen in Philadelphia Magazine and New Jersey Monthly.

Category: Wealth management


Turnpointe Wealth Management Inc. and Fredrick Saturley (Review of Director's Decision)

Failure to file annual financial statements. Failure to file interim financial statements. Failure to file an annual or interim management’s discussion and analysis (MD&A) or an annual or interim management report of fund performance (MRFP). Failure to file an Annual Information Form (AIF). Failure to file a certification of annual or interim filings required by Multilateral Instrument 52-109 Certification of Disclosure in Issuers’ Annual and Interim Filings (MI 52-109). Failure to file required proxy materials or a required information circular.

Category: Wealth management


About Us

© Copyright 2010-2017, Valley of Flowers, All Rights  Reserved SPONSORS’ INFORMATIONAL TENT Visit with some of the many businesses that help financially sponsor the Festival on the grounds of the James J. Eagan Center from 9:00 a. m. until 5:00 p. m. on Saturday. There are several sponsorship levels. If you are interested in becoming a sponsor at the Fleur de Lis level for $1,000, Rose Level for $500, Daisy Level for $250, or “Friend of the Festival”  for $100 please contact the Valley of Flowers Festival office Celebrated since 1963, this is the fifty-fifth return of the  “First Festival of Spring.

Category: Wealth management


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