Press Releases
Day 2 of ALM First Financial Institute Provides In-Depth Educational Sessions
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...
Day 1 of Virtual ALM First Financial Institute Tackles Economy, Mergers, Loan Sales and More
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...
PollyEx, ALM First Offer Integrated Mortgage Pipeline Hedging for Banks and Credit Unions
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...
Early-Bird Registration Now Open for Virtual 2021 ALM First Financial Institute
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...
ALM First Introduces Strategic Net Worth Analysis to Address Capital Adequacy Risks
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...
ALM First Launches In Your Best Interest Podcast
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...
ALM First Acquires Fixed Income Business from Detalus, Exceeds $36 Billion in Assets Under Management
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...
2020 Financial Forum Rescheduled for 2021
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,...
ALM First Surpasses $30 Billion in Assets Under Management
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...
Trust for Credit Unions’ Board Renews Investment Advisory Contract with ALM First
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...
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“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.
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