Tag: Wealth

Speech by CE at Wealth for Good in Hong Kong Summit Principal Dinner (English only) (with photo/video) ******************************************************************************************      Following is the speech by the Chief Executive, Mr John Lee, at the Principal Dinner of the Wealth for Good in Hong Kong Summit today (March 26):   Distinguished guests, ladies and gentlemen,         Good evening. I am delighted to welcome you, tonight, to our Principal Dinner on the eve of the second Wealth for Good in Hong Kong Summit. Just now, you saw the dragon dance. This is the Year of the Dragon. It means vibrancy, it means energy, it means ... Read more

Ameriprise Financial team in Brookfield, Wis., earns prestigious honor for second consecutive year DiDonato Wealth Advisors, Ameriprise Financial BROOKFIELD, Wis. – March 21, 2024 – PRLog — For the second consecutive year, DiDonato Wealth Advisors, a private wealth advisory practice with Ameriprise Financial in Brookfield, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business. The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams. DiDonato Wealth ... Read more

Financial Industry veterans form collaborative partnership for financial professionals GREENVILLE, S.C. – March 21, 2024 – PRLog — Discipline Wealth Solutions Form Marketing Partnership with Industry Veteran Lawain “Mac” McNeil and AdvisorMetric Greenville, SC – March 21, 2024 – Discipline Wealth Solutions, a federally registered investment advisory firm, is proud to announce its partnership with industry veteran Lawain “Mac” McNeil and his firm AdvisorMetric. McNeil will serve as the Chief Marketing Strategist for Discipline Wealth Solutions. This partnership provides financial advisors with access to cutting-edge technologies, innovative marketing strategies, robust portfolio management, advanced planning solutions, and streamlined operations. The goal ... Read more

 Under the direction of John Blanchard, the retirement and financial planning firm Matthew James Tax & Wealth Management has released a much improved website to help clients and self-directed researchers learn more about retirement planning, wealth management, and tax strategy. Their new website can be found at https://matthewjames.com Founded in 2018, the firm was originally named The Matthew James Financial Group. Since then the company has rebranded to more directly reflect the focus of their expertise, and is now named The Matthew James Tax and Wealth Management. The firm was originally started when one financial planner took advantage of Blanchard’s ... Read more

 Cola Wealth Advisors recently donated six flights to a charity fundraiser hosted by the local Porsche Club for Camp Kemo, a camp for children with cancer. The event, called Speed & Beauty Concours d’Elegance, brought together car enthusiasts from around the community for a day of fun and fundraising to support this important organization. Camp Kemo, operated by Prisma Health Children’s Hospital, is a specialized summer camp program that offers a safe and nurturing environment for children and teens affected by cancer. The camp provides opportunities for young people to enjoy new experiences, make new friends, and create lifelong memories ... Read more