FINANCE

Wealth management

Porter County Community Foundation - Our Generous Donors

The Foundation has helped 5,700 donors connect to local causes, including establishing more than 350 funds, which provide lasting support for charitable organizations throughout the community. The generosity of so many people and businesses make it possible for the Porter County Community Foundation to annually disburse nearly $2 million in scholarships and grants. We are grateful to be able to connect you to causes you care about. 1st Source Bank A Group Inc. AALICHNER INC Mr. and Mrs. Mark Abbett Mr. and Mrs. Daniel R. Abrell Abria Home Care Corp DBA First Light Home Care Mr.

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Glen Titan ’82 ‘Shares the Wealth’

Glen and his daughter, Annie, sharing strides during the Santa Barbara Triathlon. As Glen Titan ’82 acknowledges, because of the University at Albany he is “living the dream. ” That dream includes completing 160 triathlons; swimming with sharks in South Africa; swimming with pink albino dolphins in the Amazon; and sitting on the beach at his home in Marina del Rey, CA. He says with joy, “Every facet of my life has been touched by my time at Albany. ” A native of Long Island, NY, Glen made lifelong friends at UAlbany. His business classes, he remarks, were also fantastic.

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The expansion of Robo-Advisory in Wealth Management | Deloitte Deutschland | Financial Services

The takeover of the robots in the classic field of Wealth Management is an emerging trend across the industry. Is this the yet missing revolution to meet client expectations in a digitalizing banking environment? We provide a closer look at the German Robo-Advisory market. Many traditional Wealth Management firms haven’t taken the upcoming trend of Robo-Advisors overly serious, so far. In light of shrinking margins, significant cost pressures, more complex regulatory limits and demographic changes, including the future inheritance generation, it seems essential for each firm, however, to actively and objectively evaluate the topic.

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Wealth Management

Managing private wealth successfully requires a steady and considered approach. Berenberg has managed assets effectively for more than 420 years. As a privately owned bank we continue to manage our business in the same careful and responsible way today. We apply this approach consistently across all our wealth Management investments and services. For our clients this approach means continuity through a long-term view. Working together we find ways to preserve and grow wealth for this generation and the next. A safe and stable partner Berenberg is managed by two personally liable partners, reflecting our conservative business strategy.

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Great Falls | Financial Life Planning, Wealth Management | United Capital

Managing DirectorDr. Paul C.  Bennett is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Chartered Financial Consultant (ChFC®) and Managing Director of the United Capital office in Great Falls. He holds a PhD in Economics with Distinction from SMC University. He also holds a MS in Finance with Honors from Indiana University Kelley School of Business and a BA from the University of Florida. He is currently pursuing a postdoctoral Master of Science in Applied Analytics from Columbia University. He has completed the Advest Institute's advanced program on Behavioral Finance and Portfolio Analytics at Harvard University.

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Almagest Asset Management & Wealth Management

We help realise your economic goals President Trump and the Republican House majority managed to make a dog’s breakfast out of the attempt to. read more Click for printable version. The contours of the future economic policy under President Trump becomes clearer and it amounts to. read more Since last Friday the markets have wobbled and it is time to take stock of the situation. There is. read more In the past months more and more voices have claimed that the central banks cannot do more to. read more While the Brexit may be quietly be negotiated, the economic effects begin to be visible.

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Our Team

Brian Damiani, CFP� Owner and Principal Investment Advisor Representative with Signator Investors, Inc. Wealth Management Associates 400 Main Street, Suite 200 Pleasanton, CA 94566 800. 770. 0881 or 925. 462. 6007 925. 462. 6008 briandamiani@wealth-mgt. net Wealth-Mgt. net Brian Damiani is the Owner and Principal of Wealth Management Associates, an independent financial services company. As Owner and Principal Brian works directly with the firm�s impressive and loyal clientele, creating trust through impeccable service and unbiased advice. As a Financial Planner, WMA clients enjoy direct access to Brian who offers a diverse range of investment services and advice.

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Business Support

We use cookies to analyse how visitors use our website and to help us provide the best possible experience for users. By continuing to use our site, we will take that as your consent to allow us to use cookies. However, you can disable cookies at any time if you wish. HomeAboutOur ClientsOur ServicesWhy St.  James's Place As a Partner Practice of the prestigious and award winning St.  James's Place Wealth Management Plc we have access to a significant and wide range of technical support specialists and highly qualified individuals to call upon to assist us with our day to day business interactions and planning with clients.

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FirstMerit, Citizens Bank deal closes; branches open April 13 under 'Citizens Bank, now part of FirstMerit Bank' name

Former Citizens Bank locations will now operate under the name "Citizens Bank, now part of FirstMerit Bank. " Submitted by FirstMerit Corp.   AKRON, OHIO – Akron, Ohio-based FirstMerit Corporation announced Friday, April 12, that it has completed its acquisition of Flint-based Citizens Republic Bancorp. The bank will opened Saturday, April 13, under the name “Citizens Bank, now part of FirstMerit Bank,” and full signage change will occur later this year. With combined assets of $24. 5 billion, the acquisition makes FirstMerit the sixth-largest bank headquartered in the Midwest.

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Our Team

VICE PRESIDENT Henry Wideman, a Certified Financial Planner, is Vice President and a Partner of Cahaba Wealth Management. Henry joined Cahaba in March 2012. His primary focus is to develop and implement financial strategies for retirees, executives, physicians, attorneys, and other high net worth individuals. Henry specializes in providing financial solutions and investment management for those clients experiencing a life transition such as retirement, survivorship, divorce, sale of a business, or family inheritance. Henry graduated from The University of Alabama in 1997 with a Bachelor’s degree in Family Financial Planning.

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