Press Releases
ALM First Launches New Board of Directors Advisory Board
For Immediate Release: April 22, 2024Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com Dallas, TX – The inaugural meeting of ALM First’s new Board of Directors Advisory Board was held immediately following its 2024 Financial Institute last...
2024 ALM First Financial Institute Wraps Up with Insightful Key Takeaways after 3-Days of Learning
For Immediate Release: March 28, 2024Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com Dallas, TX – The 2024 ALM First Financial Institute wrapped up yesterday after three days of educational sessions at The Ritz-Carlton Dallas, Las Colinas. ALM...
Day 1 of ALM First Financial Institute Kicks Off with Economic Overview, Education & Timely Insights
For Immediate Release: March 26, 2024Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com Dallas, Texas – The first day of ALM First’s Financial Institute kicked off yesterday at The Ritz-Carlton Dallas, Las Colinas with an Economic Overview...
ALM First Assists with Over Half of Industry Securitizations
For Immediate Release: January 18, 2024Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com Dallas, Texas – ALM First, a strategic partner for depositories offering commission-free, fee-based advice, has now assisted in more than half of all...
New Subsidiary, ALM First Executive Benefits, Launches
For Immediate Release: January 17, 2024 Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com Dallas, Texas – ALM First, a strategic partner for depositories offering commission-free, fee-based advice as a fiduciary, officially launched a new...
NCUA Express: Advisory on Liquidity Risk Management
ALEXANDRIA, Va. (Jan. 17, 2024) – Over the last year, the credit union system’s performance has been stable and resilient overall. The NCUA, however, continues to see growing liquidity stresses within the system. For those credit unions experiencing lower share...
ALM First assists Space Coast Credit Union with $422M securitization
Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com DALLAS – ALM First, a strategic partner for depositories offering commission-free, fee-based advice, served as a consultant for Space Coast Credit Union, the third-largest credit union in Florida...
ALM First Expands Client Relations Team, Welcomes Bart Miller
Dallas, Texas – ALM First, a strategic partner for more than 300 financial institutions nationwide, is expanding its client relations team. Bart Miller, a professional sales executive with more than 20 years of experience in relationship management and a passion for...
Early-Bird Registration is Now Open for 2024 ALM First Financial Institute
For Immediate Release: November 13, 2023 Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com Dallas, Texas – Registration is now open for ALM First’s 2024 Financial Institute. This must-attend event provides continuing education, financial analyst...
Early-Bird Registration Now Open for 2024 ALM First Financial Institute
For Immediate Release: November 13, 2023 Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com Dallas, Texas – Registration is now open for ALM First’s 2024 Financial Institute. This must-attend event provides continuing education, financial analyst...
Subscribe Today!
Subscribe to our email list and get the latest articles and announcements from ALM First.
All investing is subject to risk, including the possible loss of the money you invest.
“ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Balance sheet advisory services are offered through ALM First Advisors. Financial reporting services, loan introduction services, and other special project services are offered through ALM First Analytics. Neither ALM First nor any of its subsidiaries provide legal, tax, or accounting advice.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, ALM FIRST OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.