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Category: General News

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

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

Artemis Welcomes Kathleen McQuiggan!

July 12, 2017 BY

Artemis is pleased to announce that Kathleen McQuiggan has joined the firm as a wealth advisor and will be working with Leigh and the rest of the Artemis team to develop and manage new client relationships and build out our sustainability offerings. Kathleen comes to Artemis from Pax World Management, a sustainable investing firm, where she was responsible for product management of their Global Women’s Index … Read more

Artemis is a Fiduciary!

April 7, 2016 BY

Some good news! If Artemis manages your retirement account, the new DOL rule has no impact on you because we are already a fiduciary and put your interests above our own. And we do so for all of your assets, not just your retirement accounts! Hurrah.

What am I talking about? Yesterday the Department of Labor announced the final version of a new fiduciary rule, which … Read more

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