Grandeur Peak Global Contrarian Fund Well Positioned at 1-year Mark

Mark Madsen, Portfolio Manager

Mark Madsen, Portfolio Manager

A value approach to global investing has been out of favor for quite a while, resulting in our current ability to purchase quality companies at very healthy prices.”

— Mark Madsen, Portfolio Manager

SALT LAKE CITY, UT, USA, September 24, 2020 / — Last week, the Grandeur Peak Global Contrarian Fund (GPGCX) passed the one-year mark. Robert Gardiner, Chairman and Guardian Portfolio Manager of Global Contrarian explains “In a nutshell, it is a Fund that is taking the opposite approach from ETF index-tracking products that skew toward larger-cap companies. Global Contrarian is searching for underappreciated micro- and small-cap companies across the globe. After managing two value funds at my prior firm, it feels great to now have this strategy firing on all cylinders here at Grandeur Peak. We waited eight years to launch Global Contrarian, the timing feels right to us. While much has changed over the last year, we believe the pandemic is giving us significant contrarian opportunities for long-term investors looking beyond the next 12 months.”

We do not attempt to time the markets, but are driven by our bottom-up, fundamental approach. We think having a meaningful allocation to Global Value can be a good strategy in any market, and especially now.

We’ve built a concentrated portfolio of what we believe to be quality companies, at attractive valuations. Our Investment Types in this fund include:
• Core Contrarian – quality companies in out-of-favor industries or geographies
• Fallen Angels – ¬growth companies that hit a “bump in the road”
• Undiscovered Gems – small, high quality companies with plenty of headroom
• High Yield – income oriented, lower earnings growth
• Sum of the Parts – valuing companies by adding standalone value of each business unit if sold or acquired

Mark Madsen, Portfolio Manager for Global Contrarian states, “A value approach to global investing has been out of favor for quite a while, resulting in our current ability to purchase quality companies at very healthy prices. We believe this strategy is a solid place to hide out in an expensive market. We’re highly optimistic that our patient approach will yield attractive returns for our clients.”

Click to see the strong relative performance of the Global Contrarian Fund over its first year.

About Grandeur Peak Global Advisors:
Grandeur Peak Global Advisors is comprised of a highly seasoned and collaborative research team taking a bottom-up approach to investing using disciplined global screening, rigorous company due diligence, and close attention to valuation to find what we believe to be the best investment opportunities around the world. Our bias is towards micro to mid-cap companies because we believe we can find faster growth among these firms, and often at better valuations due to the lack of analyst coverage. Grandeur Peak Global Advisors, LLC is an employee-owned investment adviser headquartered in Salt Lake City, Utah and registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.


The objective of all the Grandeur Peak Funds is long-term growth of capital. The Global Contrarian Fund is relatively new and has limited operating history.

Mutual fund investing involves risks and loss of principal is possible. Diversification does not eliminate the risk of experiencing investment loss. Investing in small-cap funds will be more volatile and loss of principal could be greater than investing in large cap or more diversified funds.

An investor should consider investment objectives, risks, charges, and expenses carefully before investing. To obtain a prospectus, containing this and other information, visit or call 1-855-377-PEAK (7325). Please read it carefully before investing.

Grandeur Peak Funds are distributed by ALPS Distributors, Inc (“ADI”). Grandeur Peak Global Advisors is not affiliated with ADI. Eric Huefner is registered representative of ADI.

GPG000990 9/1/21

Eric Huefner
Grandeur Peak Global Advisors
+1 801-384-0003
email us here

Source: EIN Presswire

ONE Insurance Selects Hyperscience to Boost Digital Applications Processing Capabilities

Customer Win Reflects Growing Demand for Hyperscience Platform Across EMEA

NEW YORK, NY, USA, September 24, 2020 / — Hyperscience, the automation company, today announced that ONE Insurance, the first digital full-service insurance provider in Europe, has selected the Hyperscience Platform for its advanced Intelligent Document Processing [IDP] capabilities. With the Hyperscience Platform, ONE Insurance can reduce manual keying and validation, improve data quality, and streamline application processing across their motor, home (personal contents) and personal liability lines of insurance.

“We are committed to remaining at the forefront of digitally-driven insurance, and we’re redefining the customer and broker experience,” said Philip Klossner, Chief Operating Officer, ONE Insurance. “Hyperscience will be instrumental in helping us achieve fast and efficient applications processing and underwriting, automating critical tasks with high levels of accuracy, so that we can continue serving our growing customer base and expand our network and triple-digit growth into the broader European market.”

The Hyperscience Platform automates data capture, classification and extraction, turning diverse data formats and document types — including low-resolution images, electronically generated PDFs and messy handwritten forms — into machine-readable data that can be used for faster, more reliable downstream processing, analysis and decision-making. This reduces the time, cost and errors of manually keying data into various portals and frees up broker and employee resources to focus on customer service and other revenue-generating activities that drive business forward.

“We’re delighted to support ONE Insurance’s commitment to end-to-end digital processing and their exciting growth trajectory,” said Charlie Newark-French, Chief Operating Officer, Hyperscience. “Using the Hyperscience Platform, ONE Insurance can more efficiently – and accurately – process new applications and scale to accommodate business growth. We’re seeing increased momentum for our technology in the UK and EMEA, as well as across the U.S., as companies recognize the critical competitive advantage that our automation brings.”

Hyperscience uses cutting-edge machine learning (ML) technology to overcome the inaccuracies and inefficiencies of traditional manual and rule-based legacy technologies. The lightweight platform deploys on-premise and learns from an organization’s data, behind its firewall, driving lower error rates and higher levels of automation. ONE Insurance selected Hyperscience for its ability to reliably process handwriting and low-resolution images, its quick time-to-value and proven track record in the insurance industry.

“It’s rewarding to work with an organization like ONE Insurance that’s on the leading edge of digitization,” said Nay Odutola, Vice President of EMEA, Hyperscience. “Thanks to our cutting-edge technology, ONE Insurance will be able to mitigate the costs and risks associated with traditional manual processes and unlock new operational efficiencies to deliver an exceptional customer and broker experience.”

The win reflects increased demand for the Hyperscience offering across the EMEA region. In 2019, the company opened a London office, joining its New York City and Sofia, Bulgaria locations, to meet growing demand for enterprise automation. The company also added German, French and Spanish language processing capabilities to its platform. In June 2020, Hyperscience announced a $60M Series C financing round led by Bessemer Venture Partners, on the heels of accelerated business momentum, including over 300% revenue growth year-over-year and a 3x increase in platform usage month-over-month.

Caitlin Kelly
Vivid Communications
+1 8438170330
email us here
Visit us on social media:

Source: EIN Presswire

When a Lexus Warranty is Expired, autopom! Can Provide an Affordable Alternative

lexus warranty

Lexus warranty expired? You can find a vehicle protection plan from autopom!

Lexus Vehicle Protection Plans from autopom! help drivers cover the costs of unexpected repairs.

We offer a large selection of plans backed by ‘A+’ rated providers.”

— Mike Jones, President & CEO

LAKE FOREST, CALIFORNIA, UNITED STATES, September 24, 2020 / — Affordable alternatives to expired Lexus warranty plans are available from autopom!, an “A+” rated marketer of vehicle protection plans. Like an extended vehicle warranty, a Vehicle Protection Plan offers automotive peace of mind by helping drivers pay for expensive repair costs in the case of a breakdown.

“Many drivers think that they are on their own after their manufacturer’s warranty expires,” explains Mike Jones, president and CEO of autopom!. “But this is not the case. We offer a large selection of plans backed by ‘A+’ rated providers that can help drivers of nearly any make and model protect themselves from unexpected repair costs.”

Benefits included in autopom! plans are nationwide breakdown coverage, roadside assistance, rental vehicle assistance, trip interruption reimbursement, and even a money-back guarantee. Some plans also include tire protection and no-fee payment plans. In addition to Lexus vehicles, plans are available for Dodge, Honda, Ford, and Chevy, among others.

“Our team of licensed agents will learn more about your vehicle and your budget to help you find a plan that fits both,” adds Jones.

To learn more about Lexus warranty plan alternatives and to request a free quote for your Lexus Vehicle Protection Plan, visit or call 1.800.724.8141. Pricing varies by year, make, model, and mileage.

About autopom! autopom! is a BBB accredited, A+ rated marketer of vehicle protection plans offering vehicle service contracts in most states nationwide. In California, autopom! dba autopom! Insurance Services LLC (CA DOI Lic.#0I13220), sells mechanical breakdown insurance to California residents. When your original manufacturer warranty, extended auto warranty, or used car warranty is about to expire, autopom!’s team of licensed agents can help you find a protection plan designed to protect your vehicle and your budget. Learn more about autopom! and request a free quote by calling 1.800.724.8141 or by visiting

Mike Jones
autopom!, llc
(800) 724-8141 ext. 4
email us here
Visit us on social media:

Lexus Vehicle Protection Plans from autopom!

Source: EIN Presswire

Contify & Fletcher/CSI release the recording of their webinar ‘Optimizing Market Insights and Competitive Intelligence’

Market and Competitive Intelligence Platform

Webinar to Optimize Competitive Intelligence is now available to watch for free on-demand

The webinar was hosted by Contify, a leading competitive intelligence company, and is now available to watch for free on-demand.

We are thrilled by the response of this webinar on insights to balancing the collaborative approach of managing Primary and Secondary data research in Competitive market analysis,”

— Mohit Bhakuni, CEO, Contify

WILLISTON, VERMONT, USA, September 24, 2020 / — Contify, a pioneer in AI-enabled market and competitive intelligence solutions has announced that it has released the recording of its recent webinar co-hosted with Fletcher/CSI, a leading market and competitive insights and strategy consulting firm on the topic ‘Get the Big Picture View: Respond faster to market and competitive disruptions through integrated primary & secondary research’, exclusively for market and competitive insights professionals, marketing/product development and sales professionals looking for actionable insights to better manage business outcomes.

On 16 September 2020, a panel of thought leaders from the competitive intelligence space, Mohit Bhakuni, CEO – Contify and Erik Glitman, CEO – Fletcher/CSI, along with the guest speaker, Patrick Sturgeon, Director of Strategy for Purina, discussed the importance of integrating the results derived from secondary and targeted primary research to produce effective competitive market analysis. The webinar focused on the evolving nature of competitive market intelligence and provided an essential guide to business professionals for augmenting growth with the integration of ‘Primary and Secondary’ intelligence advantage.

Topics covered during the webinar include:

1. Empowering C-suite, sales, marketing, and product teams with actionable insights by integrating primary and secondary research.
2. Best practices to collect, filter, and integrate multiple information sources and the best ways to leverage each source to specific scenarios.
3. Case study on how a leading MNC has integrated primary & secondary research to stay ahead of competitors and augment business impact.

“As all industries are evolving with the growing competition in the market, Competitive Intelligence is increasingly gaining relevance. The key to growth today is basing your strategic decisions on competitive intelligence with a balance of primary and secondary data. We are thrilled by the response of this webinar on insights to balancing the collaborative approach of managing Primary and Secondary data research in Competitive market analysis,” says Mohit Bhakuni, CEO, Contify.

According to Erik Glitman, CEO Fletcher/CSI, “We are thankful to each participant who attended this live webinar and appreciated the knowledge shared by the panelists. The essence of today’s market competition is leveraging the strength of data from both primary and secondary sources to make informed decisions. Information advantage can be well-balanced with combining the best market intelligence tool from Contify and Fletcher/CSI’s proven ethical primary data research platform. This webinar was a step forward in sharing practical solutions on why and how to integrate primary and secondary data research.”

To watch this informative on-demand webinar, please click here.

About Contify
Contify offers an AI-enabled Market and Competitive Intelligence solution that tracks information on competitors, customers, and industry segments. It enables users to collect, curate, and share information across the organization. Intelligent (actionable) information is mined by searching and analyzing information from over 200,000 online sources including news, company websites, social media, reviews, discussion forums, job postings, regulatory portals, and more. Visit us at
Get a free trial today

About Fletcher/CSI
Since 1988, Fletcher/CSI has served the industry with five strategic consulting services — market intelligence, primary research, win/loss analysis, strategy workshops, and trade show intelligence across five industry verticals — life sciences, technology, finance and insurance, consumer and industrial goods, and business services practice groups.

Media Contact

Shilpa Tandon
Contify Solutions
+91 75035 82319
email us here
Visit us on social media:

Source: EIN Presswire

TranscriptionWing Webinar Tackles Adapting to Evolving Data Security Concerns and Its Impact to Investor Relations

Investor relations professionals are invited to join the webinar on data security protocols and cybersecurity hosted by TranscriptionWing

Secure transcriptions provider TranscriptionWing™ is hosting a webinar on rising data security demands and their potential impact on investor relations.

GREENWICH, CT, UNITED STATES, September 24, 2020 / — Leading secure transcriptions provider Civicom® TranscriptionWing™ is hosting a webinar on adapting to rising data security demands and their potential impact on investor relations. The webinar will be held on September 29th at 1PM ET.

Businesses worldwide are experiencing unprecedented levels of change in the tools they communicate, resulting in a certain degree of uneasiness among shareholders and investors. Data security has now become a business issue, and not just a technology issue.

As the need heightens for increased security in quality investor relations reporting, so does the necessity for tools and services that can be used by IR professionals to enable them to effectively disclose data securely to both shareholders or investors. With the demands of this environment professionals face another challenge –an increasing dependency on cloud and collaboration platforms or digital services that can entail more vulnerabilities in security.

As a leading provider of secure transcriptions since 2005, TranscriptionWing will share its expertise on how to adapt to evolving data security demands and how to engage with service partners to ensure that data is safeguarded without compromising quality or security. Over the years, TranscriptionWing has handled thousands of investor and earnings call transcriptions, as a direct provider for recordings generated through our own conferencing platforms as well as white labeled for other earnings calls organizations. The TranscriptionWing focus has always been on providing the highest level of quality and service available.

TranscriptionWing has successfully thrived as a trusted transcriptions provider by practicing a strict culture of security. Security standards are kept up-to-date through continuous, vigilant review and audit of internal processes and controls, with the aid of external consultants and specialized staff dedicated to safeguarding data.

In 2019, TranscriptionWing was confirmed compliant by an external auditor with the federally mandated standards of the Health Insurance Portability and Accountability Act (HIPAA) and continues to be GDPR compliant. TranscriptionWing was approved by the EU-US Privacy Shield and remains compliant with all protocols while awaiting the final determination on future requirements. All transcriptionists, proofers, and editors are background checked.

Investor relations professionals are encouraged to attend the webinar entitled “Be Prepared: How Evolving Data Security Protocols Impact Your Role” to gain insight on data security measures they can undertake as they adapt more advanced technology; to develop their knowledge of cyber risks and how they relate to information exposure; and to understand the vulnerabilities in service providers that can compromise security.

The webinar will be presented by Jennifer Morehead, Managing Security & Compliance Officer of Civicom, Inc., and Rebecca West, Global President of the Civicom Research Services Group on Tuesday, September 29th, 2020 @ 10am PT / 1pm ET / 6pm UK.

Click here to register for the webinar.

About TranscriptionWing™

Established to provide transcriptions complementing Civicom’s conferencing services, TranscriptionWing continues to deliver high quality, accurate transcriptions to all industry sectors, including finance, market research, technology, healthcare, as well as to legal, educational, and religious organizations. Flexible turnaround options range from four hours to five days at rates that are as low as $1.29 per recorded minute. TranscriptionWing solutions also include automated voice-to-text transcription clean-up as well as InSummary™, a meeting minutes summary service.

TranscriptionWing is a service of Civicom® Inc., a global leader in proprietary audio conferencing technology, online meeting software, web technology tools, and superior recording capabilities. For more information, call +1-203-413-2414 or visit

Jam Eleazar
+1 203-413-2414
email us here
Visit us on social media:

Source: EIN Presswire

Valeo Pharma begins trading on U.S. OTCQB – symbol VPHIF, poised for upside share price revaluation

Valeo Pharma Inc. (CSE: VPH) (OTCQB: VPHIF) (Frankfurt: VP2)

A high level of accountability comes from a top-level OTCBQ listing, offering yet another way for investors to participate in Valeo's solid growth story.

Valeo Pharma Inc. (OTCQB:VPHIF)

Valeo identifies products that are currently marketable or are late-stage development products in order to mitigate any clinical, regulatory, and commercial (i.e., binary event) risks.”

— Industrial Alliance Securities Inc.

NEW YORK, NY, UNITED STATES, September 24, 2020 / — Valeo Pharma Inc. (CSE: VPH) (OTCQB: VPHIF) (Frankfurt: VP2) is a fully integrated specialty pharmaceutical company focused on in-licensing prescription drugs for the Canadian market. Valeo Pharma shares have performed well over the last several months based on the positive outlook of projected sales from its in-licensing product pipeline. The management team are experienced, successful, and sophisticated industry veterans that know how to vet winning in-licensing relationships and minimize risk (in-licensing eliminates all development risk).

Shares of Valeo Pharma Inc. trade on the Canadian Securities Exchange under the symbol VPH (began trading in February 2019), and as of September 23, 2020 also on the U.S. OTCQB under the symbol VPHIF. Looking at price-to-sales ratio metrics relative to the coming pipeline, shares of VPH are expected to experience solid price appreciation as revenue projections come to fruition, and certainly higher as news develops regarding additions to the pipeline.

Earlier this September, Industrial Alliance Securities Inc. initiated coverage on Valeo Pharma Inc. with a Buy recommendation and $2.30 target price. The full institutional coverage analyst report is available at online.

Valeo’s approach is to vet proven pharma opportunities globally and makes licensing deals. With several of the Company’s new drug products having advanced to the monetization/launch phase recently, Valeo is on-track to reach cash flow profitability by the end of its fiscal year (which is this October-2020).

The Company is set to report its financial results and highlights for the third quarter ended July 31, 2020 on Tuesday September 29, 2020 after market close. Valeo will host a conference call to discuss those results and highlights the following morning (on Wednesday September 30, 2020) at 8.30am (ET). For access to the conference call see the related Company news release at online.

Valeo Pharma is fast moving, nimble and dynamic; it maintains, in-house, all the necessary capabilities and infrastructure to register and manage a drug through all stages of commercialization. The Company has several products in the market now, has a pipeline of products coming to market over the next several months, plus the business development team is active with yet unannounced deals that are currently being negotiated now.

Valeo is in the process of maturing into a more mainstream pharmaceutical growth investment vehicle. The company is stronger financially now, has repeatedly demonstrated the ability to execute on a plan, has proven access to capital, and in turn is increasingly more attractive to licensing partners and prospects — the scenario is self-reinforcing and is apt to lead to additional continued, steady, new, and quality product pipeline business development.

The following URLs have been identified for additional insight on Valeo Pharma Inc.:

Corporate website:

Recent Technology Journal article:

This document is not and should not be construed as an offer to sell or the solicitation of an offer to purchase or subscribe for any investment. Content found herein is opinion and for information purposes only.

Fredrick William
Market Equities Research Group
+1 866-620-9945
email us here

Source: EIN Presswire

ITfirms Announces Top Video Production Companies

IT Firms - A Leading Research Provider

Business Growth

NEW YORK, UNITED STATES, September 24, 2020 / — The last decade saw a proportional rise in the percentage of video production companies with 85+ percentage of users in the United States itself. The emerging power of multimedia indicates the intensity that any platform provides for business growth.

ITFirms is a B2B marketplace, better known as reviewers that often announce the names of potential business partners, connect brands with agencies, research the premier video production agencies to create videos for multimedia and advertising purposes. ITFirms features top video production companies with global ranking, as follows:

1. Bx Films
2. Blublu Studios
3. Crystal Pyramid Productions
4. Maxime Photo and Video
5. Signature Video Group
6. Kyro Digital
7. Definition Films
8. Black Hawk
9. Casual Films
10. Your Story Agency

Best business brands can view video production firms by reviews, portfolios, price, promotion, leadership, innovation, and time to market, technology adoption, expertise, rankings and more on ITFirms.

About ITFirms:

ITFirms is a B2B marketplace connecting brands with agencies, service seekers with service providers. It features the top global agencies including top video production companies, top digital agencies, top logo designing companies, top digital marketing companies, website design, mobile app development, Web Development Companies and more.

Ryan Miller
IT Firms
+1 323-977-8082
email us here
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Source: EIN Presswire

Jesse John Francis Clark Brings Lawsuit Against Nevada Hemophilia Treatment Center

HemoAware Logo

LAS VEGAS, NV, USA, September 23, 2020 / — HemoAware Founder, Jesse John Francis Clark, is bringing a lawsuit against Nevada's only federally recognized Hemophilia Treatment Center (HTC) for discrimination. Clark was born with severe Hemophilia A and was the former Secretary of the board for the Nevada Chapter of The National Hemophilia Foundation. Clark resigned on that board after seeing the balance sheet of the chapter and the nominal amounts going back to community members. HemoAware was founded in 2018 with the mission to enhance the lives of those with inherited bleeding disorders. Clark was the only community member to advocate the safety of Genentech’s Emicizumab (Hemlibra) which currently has 44 fatalities and that number keeps growing with no oversight from the FDA or CDC.

Due to Clark being a loud advocate in the bleeding disorders community, the Hemostasis and Thrombosis Center of Nevada (HTCNV) gave Clark two options: sign a non-disparagement agreement or they would discharge him as a patient of the HTC.

Clark went on a podcast last night to briefly describe what had happened during this unusual visit to his HTC. The podcast has since been streamed hundreds of times since it went live.

The lawsuit was filed in the United States District Court for the District of Nevada.

Jesse John Francis Clark
+1 833-247-4366
email us here
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Source: EIN Presswire

AARDY Insurance Compares Medicare Supplement and Advantage Programs

AARDY Insurance Surfing

AARDY Insurance Surfing

AARDY Insurance Dancing

AARDY Insurance Dancing

AARDY Insurance Running

AARDY Insurance Running

AARDY Insurance Head

AARDY Insurance Head Logo Logo

AARDY, the nation’s fastest Medicare Insurance Marketplace has launched its Medicare Supplement & Advantage comparison guide.

Medicare terminology is confusing, so we wanted to help.
I am delighted with the work put in by our team to launch the new AARDY Medicare Supplement & Medicare Advantage comparison guide.”

— Jonathan Breeze

MIAMI, FL, USA, September 23, 2020 / — AARDY, the nation’s fastest Medicare Insurance Marketplace has launched its Medicare Supplement & Advantage comparison guide.

AARDY Insurance CEO Jonathan Breeze commented:
“Medicare terminology was not designed to be confusing, but it certainly seems that way.

I am delighted with the work put in by our team to launch the new AARDY Medicare Supplement & Medicare Advantage comparison guide.

Additional Medicare insurance coverage can be obtained via either an Advantage Plan or a Supplement.
Medicare Advantage is also referred to as Medicare Part C.
And, Medicare Supplements are also referred to as Medigap.

So, from the outset we have 2 different programs with multiple names – just to add to the confusion that customers already have with Medicare.

Our AARDY Medicare guide will bring great clarity for those who are trying to educate themselves as to the options that exist.

Thereafter, our Medicare comparison system allows customers to compare and contrast policies that are on offer.

Finally, a team of highly experienced Medicare Agents are on-call to help, guide and educate.”

Each year, between October 15 and December 7, Medicare provides an opportunity to sign up or change plans during the Annual Enrollment Period (AEP). It is during this period that customers can switch from a Medigap Plan to a Medicare Advantage Plan.

And, it is possible to switch back again. If customers wish to return to Original Medicare from Medicare Advantage, they can do so during the Medicare Advantage Open Enrollment Period, from January 1 to March 30.

AARDY donates 10% of annual profits each and every year to support AARDY Kids of Heroes™ charity partners. Through 2020, AARDY is supporting Special Operations Warrior Foundation, a truly inspirational charity.

Jonathan Breeze
+1 650-492-6298
email us here
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Source: EIN Presswire

The Wagner Law Group Wins Financial Advisor IQ 2020 Financial Services Award

Marcia Wagner, founder and Managing DIrector of The Wagner Law Group

The Wagner Law Group, widely recognized as the country’s top ERISA and employee benefits law firm, has been awarded a 2020 Financial Services Award by FA-IQ.

We are proud to have been supporting the financial services sector on ERISA matters for 25 years and are honored to accept this award recognizing the quality of our services.”

— Marcia Wagner, Managing Partner

BOSTON, MASSACHUSETTS, USA, September 23, 2020 / — The Wagner Law Group, widely recognized as the country’s top ERISA and employee benefits law firm, has been awarded a 2020 Financial Services Award by Financial Advisor IQ. “We are proud to have been supporting the financial services sector on ERISA matters for 25 years and are honored to accept this award recognizing the quality of our services – much appreciation to Financial Advisor IQ and to all of those who voted for us,” says Marcia Wagner, the firm’s founder and Managing Partner.

The 2020 Financial Services Awards were presented by Ignites Research and Financial Advisor IQ to recognize fund companies, retirement plan recordkeepers and Employee Retirement Income Security Act (ERISA) law specialists that financial advisors designate as outstanding partners of their practices. The votes of 1,144 advisors were surveyed to arrive at the award recipients. The awards serve as an important reminder of the strong bond between financial advisors and the service partners on whom they rely. These ties are especially critical now, as COVID-19 has fundamentally changed how advisors and their partners interact. Financial Advisor IQ is an advisor resource from the Financial Times. It informs, educates, and connects advisors with daily news focusing on practice management and a network of industry content from leading fund firms.

The Wagner Law Group’s ERISA attorneys advise clients on all issues arising under ERISA, including fiduciary compliance, welfare benefits, PBGC matters, as well as all aspects of ERISA litigation. The firm has one of the largest ERISA practice groups in the nation, with clients across the United States and around the world. The Wagner Law Group supports financial advisors in advising their clients on design and compliance for all types of qualified and non-qualified retirement plans, including ESOPs; drafting and reviewing plan documents for individually-designed and pre-approved retirement plans; and advising on all aspects of retirement plan regulatory compliance. The firm also consults on the tax aspects of retirement plans, such as prohibited transaction issues, IRS and DOL voluntary compliance and correction programs, reporting and disclosure failures, and breaches of fiduciary duty, and provides support in dealing with the complex ERISA issues involved in mergers and acquisitions. More details about The Wagner Law Group’s robust ERISA practice, as well as its other areas of practice are available on its website.

Ari Sonneberg
The Wagner Law Group
+1 617-447-9015
email us here

Source: EIN Presswire