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Category: General News

News, awards, media articles and other items of general interest to our clients.

New Offering: Basics of Personal Finance Course

February 15, 2019 BY

Artemis is pleased to announce a new service offering designed to teach young professionals the basics of personal finance. Taught by a member of the Artemis team, the course covers everything a recent graduate needs to know to begin to manage their financial affairs responsibly.

Topics Covered:

  • How to establish a budget and savings goals
  • Principles of sound investing
  • Managing credit and debt
  • How to optimize
Read more

CEO Leigh Bivings Receives 2019 Five Star Wealth Manager Award

February 6, 2019 BY

Artemis is pleased to announce that CEO Leigh Bivings has again been named a recipient of the Five Star Wealth Manager Award. The Five Star Wealth Manager designation is given to select wealth managers in 45 markets throughout the U.S. and Canada. The purpose of the award is to differentiate those wealth managers who excel in client retention and satisfaction.

To receive the Five Star … Read more

CEO Leigh Bivings Receives 2018 Five Star Wealth Manager Award

March 6, 2018 BY

Artemis is pleased to announce that CEO Leigh Bivings has again been named a recipient of the Five Star Wealth Manager Award. The Five Star Wealth Manager designation is given to select wealth managers in 45 markets throughout the U.S. and Canada. The purpose of the award is to differentiate those wealth managers who excel in client retention and satisfaction.

To receive the Five Star … Read more

CFP® Board Appoints Kathleen McQuiggan Special Advisor on Gender Diversity

January 23, 2018 BY

We are pleased to announce that the Certified Financial Planner Board of Standards Inc’s Center for Financial Planning has appointed our own Kathleen McQuiggan to serve as special advisor on gender diversity to help guide its Women’s Initiative (WIN). The initiative is aimed at addressing the shortage of women in the financial planning profession. Women currently make up only 23% of CFP professionals, a number that … Read more

Our Thoughts on How to Protect Your Personal Information

September 14, 2017 BY

Last week, Equifax released that earlier this year, hackers obtained the personal data of around 143 million people on its system. Equifax, one of the three major credit bureaus, is responsible for creating credit reports; so, if you’ve ever had a credit card, a loan, a credit check, or even just a bank account,  then it’s possible your personal information has been stolen.

A leak of … Read more

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