Tag: Investment Services

Product Launches: -- Rockfleet Financial Services, Inc. ("Rockfleet") announced today immediate availability of CapRaize℠, enabling entrepreneurs and qualified all-stage companies seeking capital to connect seamlessly with all classes of investors, including crowdfunding enthusiasts, accredited investors, qualified purchasers, institutions, and family offices.

Product Launches: -- Fiduciary Insurance Services, LLC (FIS) announces its launch today as a provider of strategic consulting, insurance advice, and investment advice, on an hourly or retainer basis, to financial institutions seeking to participate in a growing trend for insurance distributed via fiduciaries.

Advertising NEWS: -- Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors).

Product Launches: -- Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how to make better, more beneficial decisions when it comes to their financial landscape.

Product Launches: -- Brightscape Investments (Brightscape Investment Centers) was founded by Eric Weiss, a Certified Financial Planner(tm) professional, who saw clients' best interests not being served while working at a large financial institution. This experience motivated Eric to start a company that put the client's interest first.

Product Launches: -- Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably "yes" and the recently launched Luma Wealth Advisors is ready to meet their planning needs.