Posts Categorized: Financial Services

Search Medicare Supplement Plans by Expert Star Rankings with FreeMedicareReport.com

Posted filed under Financial Services.

FreeMedicareReport.com, a leading resource for seniors to find unbiased, accurate Medicare Supplement insurance rates, now allows users to sort Medicare Supplement plans by Expert Star Rankings, including Market Experience, Financial Stability, Price Increase History, and the recently-added Consumer Satisfaction rankings. FreeMedicareReport.com was founded as a free, unbiased, and easy-to-use tool for Medicare recipients to find… Read more »

Rareview Macro LLC Research Now on AIREX™ Market

Posted filed under Financial Services.

Airex, Inc. is proud to announce that Sight Beyond Sight©, the global macro trading investment newsletter published by macroeconomic advisory firm Rareview Macro LLC, is now available for subscription through the AIREX Market. Airex is the first independent online marketplace for investors to search, buy, and consume financially actionable apps, information and research reports (Financial… Read more »

Dara Albright Events and Dealflow.com Partner to Launch New Webinar Series

Posted filed under Financial Services.

Dara Albright Events, most known for its acclaimed conferences that have introduced emerging crowdfinance asset classes to Wall Street, and Dealflow.com, the largest source for actively marketed (live) deals in the private capital markets including 506c offerings, M&A, real estate and later stage private equity deals, have joined together to launch a new webinar series… Read more »

Wes Moss Named to Barron’s Top 1,200 Financial Advisors

Posted filed under Financial Services.

Capital Investment Advisors today announced that Wes Moss, Chief Investment Strategist, has been named to Barron’s list of America’s Top 1,200 Advisors: 2015. Mr. Moss is ranked among the top 20 money managers in the state of Georgia, and Capital Investment Advisors is one of only three RIAs listed in the state. “It’s an honor… Read more »

Penny version 11.1 offers new tools for data conversion, reconciliation, compliance, and reporting

Posted filed under Financial Services.

Released on April 21, 2015, Penny v11.1 includes enhancements designed to make accounting and financial practices even more accurate, efficient and manageable. The Penny Reconciliation Tool This handy new reconciliation tool provides a convenient means to reliably true-up Penny fund and investor data with external data. Set fund-specific thresholds for discrepancies. Override the Penny data… Read more »