by Madi Wright | May 3, 2021 | Press Release
For Immediate Release: May 3, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First, a strategic partner for more than 300 financial institutions nationwide, recently surpassed $55 billion in assets under management. As... by Madi Wright | May 3, 2021 | Press Release
For Immediate Release: March 25, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First, a strategic partner for depositories offering commission-free, fee-based advice, served as a consultant for UNIFY Financial... by Madi Wright | Mar 25, 2021 | Press Release
For Immediate Release: March 24, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, TX – The second day of ALM First’s Financial Institute offered attendees a variety of educational sessions to choose from within two customized... by Madi Wright | Mar 25, 2021 | Press Release
For Immediate Release: March 23, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, TX – The first day of ALM First’s Financial Institute kicked off with an Economic Overview tailored specifically to financial institutions. After... by Madi Wright | Mar 4, 2021 | Press Release
For Immediate Release: March 3, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] PollyEx, a mortgage software company focused on the capital markets and secondary users through its Pricing Engine and Loan Trading Exchange, has partnered... by Madi Wright | Jan 14, 2021 | Press Release
For Immediate Release: January 14, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Registration is now open for ALM First’s virtual 2021 Financial Institute, the must-attend conference for EVERYONE involved in managing or... by Madi Wright | Aug 26, 2020 | Press Release
For Immediate Release: August 26, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First, a strategic partner for more than 300 financial institutions nationwide with more than $40 billion in total assets under... by Madi Wright | Aug 10, 2020 | Press Release
For Immediate Release: August 10, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First, a strategic partner to more than 300 depositories nationwide with over $40 billion in assets under management, launches its new... by Madi Wright | Jul 13, 2020 | Press Release
For Immediate Release: July 13, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First has officially acquired the institutional fixed income line of business from Detalus, a 20-year old asset management firm dedicated to... by Madi Wright | Jul 1, 2020 | Press Release
For Immediate Release: July 1, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Based on client feedback and ongoing public health concerns, ALM First has made the decision to reschedule its 2020 ALM First Financial Forum,... by Madi Wright | May 14, 2020 | Press Release
For Immediate Release: May 14, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First, a strategic partner for more than 300 financial institutions nationwide, recently surpassed $30 billion in total assets under... by Madi Wright | Apr 14, 2020 | Press Release
For Immediate Release: April 14, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Washington, D.C. – The Board of Trustees for Trust for Credit Unions (TCU), the largest mutual fund family created for and by credit unions, renewed the... by Madi Wright | Mar 16, 2020 | Press Release
For Immediate Release: March 16, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Due to health and safety concerns for clients, staff, conference attendees, and the community at large, ALM First has made the decision to... by Madi Wright | Feb 3, 2020 | Press Release
For Immediate Release: January 30, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First Financial Advisors recently promoted Jason Haley to Chief Investment Officer. Haley joined the firm in 2008 and previously served... by Madi Wright | Jan 9, 2020 | Press Release
For Immediate Release: January 9, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Six new sessions will focus on mortgage assets during ALM First’s 2020 Financial Institute, the highly-rated conference for continuing... by Madi Wright | Nov 20, 2019 | Press Release
For Immediate Release: November 20, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First is pleased to announce that due to continued growth and expansion, the firm will be moving to a new headquarters location at the... by Madi Wright | Nov 18, 2019 | Press Release
For Immediate Release: November 18, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Registration is now open for ALM First’s 2020 Financial Institute, the must-attend conference for continuing education, financial... by Madi Wright | Nov 7, 2019 | Press Release
For Immediate Release: November 7, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – As more credit unions consider potential mergers & acquisitions as part of their strategic growth strategies, ALM First is offering... by Madi Wright | Oct 30, 2019 | Press Release
For Immediate Release: October 30, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Kevin Kirksey and Robert Perry, both Principals at ALM First, have been named to two Financial Managers Society (FMS) Advisory Councils.... by Madi Wright | Oct 3, 2019 | Press Release
For Immediate Release: October 3, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First is pleased to welcome David Ritter, CVA, MBA, to the firm as Managing Director, Strategic Solutions Group. Ritter, who was...