Recent Headlines
Local Social Security Consultant Explains Bipartisan Budget Act’s Changes to Social Security
New Social Security Claim Options can be Confusing for the Layman - April 02, 2016 - RMH Advisors, LLC
Joyo Financial to Provide Retail Investors’ Access to IPO
At a recent technology expo SXSW in Austin, Texas, USA, Charles Leung, Chief Investment Officer with Joyo Financial Ltd gave an insight into what's in store for this year. - March 25, 2016 - Joyo Financial
NAPA Recognizes Eric Mitchell in Top 50 Under 40
Association names Mitchell as one of nation’s foremost "Young Gun" retirement plan advisors. - March 24, 2016 - Retirement Plan Advisors
Two Advisors Honored with Inaugural 2015 Top Retirement Women Advisor Award
Kristen Deevy and Shannon Maloney win Inaugural NAPA (National Associate of Plan Advisors) Top Women Retirement Advisor All Star Award - March 15, 2016 - Strategic Pension Group
Advisor Honored with Nomination for NAPA 2016 401(k) Leadership Award Top Retirement Women Advisor
Jeff Cullen was recently named one of the 10 semi-finalists for NAPA (National Association of Plan Advisors) 2016 401(k) Leadership Award. The award is in its 9th year and Cullen was selected from over 150 nominations. Cullen has dedicated his practice to serving retirement plans for over a decade. - March 15, 2016 - Strategic Pension Group
Phil Senderowitz Joins Strategic Retirement Partners
Phil Senderowitz has joined Strategic Retirement Partners, a national retirement plan consulting firm. Senderowitz will be servicing clients and growing the practice in the Central Florida market. He will also be an integral member of the SRP investment committee. With more than 2 decades of... - March 15, 2016 - Strategic Pension Group
Pension Focus 2016 Conference Announces Speakers
Pension Focus 2016 announces the speaker line-up for its annual conference at Chateau on the Lake, Branson, Missouri on May 19th and 20th, 2016. Sponsored by Pension Consultants, Inc. of Springfield, Missouri, this conference will feature the latest updates in retirement plan oversight and monitoring. - March 02, 2016 - Pension Consultants Inc
Pension Consultants Named a 2016 PLANSPONSOR Retirement Plan Adviser of the Year Finalist
Pension Consultants, Inc., a leader in offering in-depth, un-conflicted advice on every aspect of retirement plan management, was recently named one of five finalists for the 2016 PLANSPONSOR Retirement Plan Adviser of the Year award. PLANSPONSOR, a national publication, is the leading authority on... - February 25, 2016 - Pension Consultants Inc
Nick Fortune on the Secrets of the Wealthy | Fortune DNA
Tax strategist, keynote speaker, and seasoned entrepreneur Nick Fortune talks about why the wealthy are so wealthy, and how businesses become successful. - February 18, 2016 - Fortune DNA
Kristen Deevy Joins Strategic Retirement Partners
Kristen Deevy has joined Strategic Retirement Partners, a national retirement plan consulting firm. Deevy will be servicing clients and growing the practice in the Rocky Mountain market. She will also be leading Strategic Retirement Partners Social Media Campaign. With more than 15 years of... - February 16, 2016 - Strategic Pension Group
Celebrating the Best of British at the GBPensions Roycroft Vintage Festival 2016
Announcing GBPensions' sponsorship of the Roycroft Vintage Festival 2016, on Sunday March 13th at Hampton Downs Motorsport Park. - February 15, 2016 - GBPensions
Insight Wealth Partners Brings on Executive Financial Advisor
Insight Wealth Partners continues to grow with the addition of former financial services executive, Brian Finnigan, AIF®, as financial advisor. - January 13, 2016 - Insight Wealth Partners
Strategic Retirement Partners to Host Their First National Webinar
Strategic Retirement Partners (SRP) is reaching out to retirement plan sponsors around the country to invite them to their first national Webinar on Jan. 19 starting at 1 p.m (EST). The hour-long webinar will focus on fee analysis and benchmarking for retirement plans. SRP encourages Plan Sponsors... - January 13, 2016 - Strategic Pension Group
Sarah Hughes Joins Strategic Pension Group as Director of Client Management
In their recent growth, Strategic Pension Group has added Sarah Hughes to their team as Director, Client Management. In this position, Hughes will consult with clients to establish best practices, conduct comprehensive committee meetings, and assist in managing fiduciary obligations of... - January 09, 2016 - Strategic Pension Group
Strategic Pension Group Hires Jennifer L. McCoy as Senior Director, Client Management
Jennifer L. McCoy has joined the Strategic Pension Group as their Senior Director of Client Management, where she will be assisting clients in identifying their retirement plan needs and aligning plan design and administration to maximize their goals. With 20 years of experience, McCoy is an... - January 09, 2016 - Strategic Pension Group
Local Advisor Honored with Inaugural 2015 Top Retirement Women Advisor
Shannon Maloney wins Inaugural NAPA (National Associate of Plan Advisors) Top Women Retirement Advisor All Star Award. - January 09, 2016 - Strategic Pension Group
U.S. Equity Market Performance is Sustainable, According to Drapella Capital Management Report
Drapella Capital Management Sees 4 Key Reasons Why U.S. Corporate Earnings Can Continue to Grow and Drive Equity Market Returns in 2016. - November 24, 2015 - Drapella Capital Management
Retirement Plan Advisors Welcomes Higher Education Client, Cairn University
Cairn University Adopts SponsorPlus. - November 21, 2015 - Retirement Plan Advisors
Educational Medicare Workshop for Baby Boomers
An educational workshop titled "Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know About Medicare and Long-Term Care" has been scheduled for 9:00 AM on November 21 at Elliott and Associates Wealth Advisors, Inc located at 1225 Johnson Ferry Rd, Suite 600,... - November 11, 2015 - Elliott & Associates Wealth Advisors, Inc.
Mackey McNeill, Author and Founder of Mackey Advisors™: The Prosperity People, Launches Second Edition of Her Book, "The Intersection of Joy and Money"
Mackey McNeill, internationally published author, speaker and CEO of intention-based financial planning firm Mackey Advisors,™ has released her award winning book, "The Intersection of Joy and Money." Originally released on 2002 and now in its second edition, The Intersection of Joy... - November 06, 2015 - Mackey Advisors
Kristine d’Esterhazy of PARAGON Wealth Strategies in Jacksonville, FL Earns Chartered Special Needs ConsultantTM (ChSNCTM) Designation
Kristine d’Esterhazy, CFP® and Financial Advisor with PARAGON Wealth Strategies in Jacksonville, FL, has earned the Chartered Special Needs ConsultantTM (ChSNCTM) professional designation from The American College, Bryn Mawr, PA. The demand for financial advisors who understand the... - September 21, 2015 - PARAGON Wealth Strategies, LLC
PARAGON Wealth Strategies to Participate in Walk Now for Autism Speaks Resource Fair
PARAGON Wealth Strategies to Participate in Walk Now for Autism Speaks Resource Fair; Autism Walk is Saturday September 19th, 2015 at The Landing - September 21, 2015 - PARAGON Wealth Strategies, LLC
Meridian Capital Management Recommends Volatility Funds to Protect Portfolios
Long-term and efficient exposure to volatility can help investors make the best of varying market cycles explains the Hong Kong based advisory firm. - August 23, 2015 - Meridian Capital Management
Meridian Capital Management Finds Opportunity in Declining Energy Prices
Falling oil prices might have caused a general upheaval in the global economy but this could actually mean better opportunities for income smart investors. - August 23, 2015 - Meridian Capital Management
Meridian Capital Management Suggests Key Investment Strategies for Better Earnings
With receding global risks, the need for strategic investment to maximise profits, is on the rise. Meridian Capital Management, a Hong Kong based wealth management firm, has recently introduced an Investor’s Guide to help financial advisors, market analysts and clients focus on returning back... - August 23, 2015 - Meridian Capital Management
Meridian Capital Management’s Steven Haines to be the Key Speaker at Hong Kong’s Small Business Forum
Meridian Capital Management’s Steven Haines announces he will be the key speaker at Hong Kong’s 2016 Small Business Leadership Forum. - August 21, 2015 - Meridian Capital Management
Team of Experienced Market Analysts to Join Meridian Capital Management
Meridian Capital Management the Hong Kong based investment advisory firm is breaking new grounds by expanding their risk management profile to revolutionize their market presence. - August 21, 2015 - Meridian Capital Management
Meridian Capital Management Celebrates Anniversary with Introduction of Global Macro Hedge Fund
Meridian Capital Management announces introduction of Global Macro Hedge Fund for this era’s risk averse global investors, as a part of anniversary celebrations. - August 21, 2015 - Meridian Capital Management
Howard Gottlieb Listed in Top 10 of Long Term Care Specialists in Nation
Every year the American Association for Long-Term Care Insurance lists the nation's top specialists in LTC Planning. Howard Gottlieb, a 15 year veteran with LTC Insurance Consultants was listed among the nation’s top 10. - August 20, 2015 - LTC Insurance Consultants
RPA Partners with BUILD Chicago for Summer Internship Program
Six Week Program Helps Youth Gain Professional Work Experience - August 19, 2015 - Retirement Plan Advisors
Meridian Capital Management to Take Part in Emerging Markets Forum 2015
Meridian Capital Management announces the participation of their team in the anticipated "Emerging Markets Forum 2015" to be held in Hong Kong late 2015. - August 19, 2015 - Meridian Capital Management
New Survey Shows Expected Growth in the Financial Markets
A recently conducted survey by Meridian Capital Management displays a confident outlook for market growth. - August 15, 2015 - Meridian Capital Management
Meridian Capital Management Announce the Hiring of More Than 20 FSA’s
Meridian Capital Management the Hong Kong based investment brokerage is making headway with the firm's efforts to expand its personal solutions advisory service. - August 15, 2015 - Meridian Capital Management
Meridian Capital Management Introduces Two New Algorithm’s for Its Futures Trading Arm
Meridian Capital Management, the Hong Kong based investment firm, is pleased to introduce two new execution algorithms to meet the growing demand for its Futures trading arm. The latest update to their trading software release includes new algorithms, which can now be used to achieve a broader set... - August 15, 2015 - Meridian Capital Management
Meridian Capital Management Names Timothy Bass Chief Data Officer
Timothy Bass joins the Hong Kong based investment brokerage as chief data officer. - August 15, 2015 - Meridian Capital Management
Mercurio Wealth Advisors Selected for "Who to Know in Wealth Management"
Alan Mercurio selected for “20 People to know in Wealth Management.” - July 11, 2015 - Mercurio Wealth Advisors
Infinata Announces Latest Release of Retirement PlanVision with Integrated Morningstar Data
Robust Solution Leverages Audit Reports in Addition to Form 5500 - July 11, 2015 - Infinata
Marlton Financial Adviser Named as Tops in the Country by the Financial Times
Meyer Capital Group, a fee-only independent Registered Investment Adviser(RIA), is pleased to announce that it has been named to the Financial Times Top 300 Registered Investment Advisers list for 2015. The list recognizes top independent RIA firms from across the U.S. This is the second annual FT... - July 10, 2015 - Meyer Capital Group
Long Island Investment Advisor Howard Ginsberg, CPA Honored at Cetera Financial Specialists
Howard L. Ginsberg, CPA of Ginsberg Wealth Management LLC located in Roslyn, Long Island NY was recently honored as one of Cetera Financial Specialists’ top advisors at the firm’s annual Connect conference. Ginsberg was one of only two individuals in New York State to ever receive this... - July 04, 2015 - Ginsberg Wealth Management
RPA Hosts 2nd Annual Defined Contribution Retirement Plan Committee Seminar
Seminar Helps Committee Members Satisfy MO Trustee Education Requirement. - June 06, 2015 - Retirement Plan Advisors
Retirement Plan Advisors a Featured Presenter at GFOA NJ Conference
RPA Introduces SponsorPlus to Conference Attendees - May 29, 2015 - Retirement Plan Advisors
Cedar Brook Financial Partners’ Howard Slater, MBA, MSFS®, ChFC®, CLU, Completes Another Year of Teaching Financial Literacy to Teens
Cleveland financial advisor, Howard Slater, served as a Junior Achievement volunteer and entrepreneur mentor for high school students. - May 16, 2015 - Cedar Brook Financial Partners LLC
John Huber and Associates Awarded in the 2015 Corporate INTL Awards
John Huber and associates was recently recognised and awarded by Corporate INTL as “Boutique Tax Advisory Firm of the Year Malta” for 2015. - April 16, 2015 - John Huber and associates Tax Consultants
Retirement Plan Advisors Launches SponsorPlus
Fiduciary Support for Plan Sponsors Managing Retirement Plans - March 21, 2015 - Retirement Plan Advisors
BancdeOptions Now Offers a Debit MasterCard for Easy Deposits and Withdrawals
New deposit and withdrawal method now offered at BancdeOptions. - March 19, 2015 - BancdeOptions
Chris Hobart Receives Charlotte Business Journal’s 40 Under 40 Award
Hobart Financial Group announces today that its founder and CEO, Chris Hobart, has been recognized by Charlotte Business Journal as one of Charlotte’s 40 under 40. The award recipients are 40 individuals under the age of 40 who are making major strides in their careers and having a positive... - March 13, 2015 - Hobart Financial Group
Cedar Brook Financial Partners’ Howard Slater, MBA, MSFS®, ChFC®, CLU, Volunteers with College Now
Veteran financial advisor, Howard Slater, mentors students in Cleveland’s College Now college-prep program. - March 01, 2015 - Cedar Brook Financial Partners LLC
Teaching Dollars & Sense to Daughters
Tips on Raising Financially Strong Ladies in Honor of International Women’s Day. - February 28, 2015 - Hobart Financial Group
Fixed Income and Commodity ETFs/ETPs Globally Both Have 3rd Best Month Gathering Net Inflows in January 2015, According to New Research by ETFGI
ETFGI’s new research finds overall net new asset (NNA) flows in January were US$12.2 Bn. Net inflows of US$13.3 Bn into fixed income products and US$5.2 Bn of net inflows into commodity ETFs/ETPs globally ranked as the third largest months on record for both asset classes, while equity... - February 27, 2015 - ETFGI
Gordon H. Zink CPA, PA Certified Public Accounting Firm in Fort Myers Florida Launches New Website
The Gordon H. Zink CPA website offers individual and business tax information with an interactive approach to assist with personal and corporate day-to-day questions and decision-making tools that suit a wide range of financial needs. - February 26, 2015 - Gordon H Zink CPA