Recent Headlines
Financial Advisor Kira Robinson-Kates Earns Leader's Recognition
Ms. Robinson-Kates has earned the prestigious Leader's recognition for New England Financial. Based in the Baystate Financial Services headquarters, Kira has been recognized as an industry leader. - May 02, 2012 - Baystate Financial Services
Place Trade Financial Welcomes Cheng Chen
Sarah M. Place, President & CEO of Place Trade Financial, Inc., (Member FINRA, SIPC), (www.placetrade.com), a global full service financial services and online trading firm, announced that Cheng Chen has joined the firm in the North Raleigh branch office. In this position, Cheng Chen will serve... - April 10, 2012 - Place Trade Financial
Powered by Me Student Athletes Taught Money Managment Skills at Regional Conference
Student Athletes Taught Money Management Skills at Regional Conference - April 06, 2012 - Financial Fitness
Sage Consulting and Wealth Preservation Continues to Expand with the Addition of Joseph Romak, MS, FLMI as Director of Underwriting
Sage Consulting and Wealth Preservation, located in Saratoga Springs, N.Y., announces the addition of Joseph Romak to their team of expert advisors. Joseph adds to Sage experience gleaned from thirty years as a risk selection professional while obtaining the beneficial underwriting class for life insurance clients. - April 06, 2012 - Sage Consulting and Wealth Preservation
Sage Consulting and Wealth Preservation Shows Support for the Arts with Contribution to Papermill Theatre
Sage Consulting and Wealth Preservation, located in Saratoga Springs, N.Y., has recently donated twenty thousand dollars to the Papermill Theatre Mainstage Company and its parent organization, North Country Center for the Arts. - April 06, 2012 - Sage Consulting and Wealth Preservation
Sage Consulting and Wealth Preservation Welcomes Chicago Based Risk Manager, Aaron Brooks, MBA as Senior Risk Manager
Sage Consulting and Wealth Preservation, located in Saratoga Springs, N.Y., announces the addition of Aaron Brooks to their risk management team. Aaron joins the Sage team with expertise accumulated throughout a career consulting with corporate executives in the financial, accounting and information systems arenas. - April 06, 2012 - Sage Consulting and Wealth Preservation
FiPath Appoints Michael Turgeon Managing Director of Advisor Services
Turgeon to Help Develop Partnerships to Grow the FiPath for Advisors™ Business The appointment of Michael Turgeon as Managing Director of Advisor Services for FiPath (www.fipath.com) was announced today by Peter Velardi, CFP®, President and Chief Operating Officer. In this role, Mr. - April 04, 2012 - FiPath
Local Financial Expert Launches in Indianapolis and Gives Away "The Retirement Miracle"
Financial specialist Tim Porter is giving away “The Retirement Miracle,” recently released by best-selling author Patrick Kelly. In celebration of launching in Indianapolis and debuting www.MeridianMoney.com, Porter is offering the free, no-obligation copy of Kelly’s book to central Indiana residents. - April 02, 2012 - MeridianMoney.com
Barron’s Awards 4 Stars to Raleigh’s Own Place Trade in "Best Online Brokers" Special Report
Barron’s Magazine awarded Place Trade an overall 4 Star rating and named the firm to its 2012 list of Top Online Trading Firms. Barron's 17th annual ranking of online brokers was featured in the March 12, 2012 issue in a Special Report entitled Barron’s Best Online Brokers – Cut the Cord. - March 15, 2012 - Place Trade Financial
Buzek Wealth Advisors Joins Cedar Brook Financial Partners
Cleveland-based Cedar Brook Financial Partner’s merger with Buzek Wealth Advisors increases its geographic footprint and capabilities. - March 15, 2012 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners Welcomes Retirement Plans Specialist Christine Sivak
Cleveland wealth management firm adds Partner Christine Sivak to further expand its retirement plan consulting capabilities. - March 11, 2012 - Cedar Brook Financial Partners LLC
Place Trade Financial Welcomes Danielle Musselwhite
In this position, Ms. Musselwhite will serve as a marketing assistant and work closely with Financial Advisors, oversee client service issues and handle special projects for senior management while participating in Place Trade’s internship program. - March 08, 2012 - Place Trade Financial
Integrated Financial Group Holds The Annual 2012 Consortium Retreat; LPL Financial Advisors Share Best Practices
Over 50 members of their consortium of LPL financial advisors and staff converged upon the Grand Hyatt Atlanta Hotel in Buckhead for the annual educational retreat held January 26th thru 28th. The Integrated Financial Group's 2012 Consortium Retreat is considered to be the highlight for the year among the independent advisor members. "It represents the essence of the consortium" - 'the Brain Trust' stated Don Patrick, Managing Director. - February 14, 2012 - Integrated Financial Group
Richmond Brothers, Inc. Announces Free Market Insights Webinar
60-minute webinar will enlighten investors about relevant trends to help guide them in their decision-making process. - February 12, 2012 - Richmond Brothers, Inc.
Place Trade Launches New Website
Place Trade Financial is excited to announce the launch of their new website. The user-friendly site opens a world of opportunities for both domestic and international investors online. - February 11, 2012 - Place Trade Financial
Cedar Brook Financial Partners' Megan Farnsworth Celebrates 5th Anniversary
Megan Farnsworth, Senior Account Manager of the Cleveland-based wealth management firm’s Employee Benefits Division hits 5-year career milestone. - February 09, 2012 - Cedar Brook Financial Partners LLC
Pay $5 to Wear Jeans to Work at Cleveland-Based Cedar Brook Financial Partners
For 5th year in a row, Cedar Brook Financial Partners, one of the region's largest wealth management firms, raises money for American Heart Association’s Go Red for Women Campaign. - February 09, 2012 - Cedar Brook Financial Partners LLC
Yorkshire’s First "Fixed Fee" Divorce Launches
A leading group of family solicitors in Leeds have joined forces with a specialist Yorkshire-based divorce coach and independent financial adviser (IFA) to offer the first fixed fee collaborative divorce. - February 04, 2012 - Gordian Financial Services
FiPath Teaches You to Protect Against the Risks of New Policies Relating to 401k
Workers looking forward to a comfortable retirement need to make sure that they are up-to-date on policy changes that may affect their 401k and IRA accounts. - February 01, 2012 - FiPath
HRSB Announces a New Division
HR Solutions & Brokerage, LLC (HRSB) has founded a new division, Guaranteed-Life-Income.com. The new division will specialize in providing clients a solid stream of income in retirement. - January 31, 2012 - HR Solutions & Brokerage
FiPath for Advisors™ to Offer Social Media Archiving Service Through Arkovi
Provides members with a way to store, monitor and analyze their social media content in a compliant manner - January 27, 2012 - FiPath
HRSB Partners with HealthView Services
HR Solutions & Brokerage, LLC partnered with HealthView Services to offer a new retirement health care assessment tool. This tool is revolutionary in estimating health care costs, which has historically been difficult to calculate. - January 23, 2012 - HR Solutions & Brokerage
2011 Ends with Mixed Results, More of the Same Expected in 2012 According to Farmers and Merchants Trust Company
2011 ended with mixed results according to Farmers and Merchants Trust Company’s (FMTC) December Economic Commentary. - January 22, 2012 - Farmers and Merchants Trust Company
HEDGEAnswers' Thermometer Gauges "Subjects That Matter" to Wall Street’s Smart Money
Just released: HEDGEAnswers Quarterly Survey of Global Hedge Fund Managers - January 20, 2012 - HEDGEAnswers
Richmond Brothers, Inc. Unveils New Look
Richmond Brothers, Inc. rolls out new logo to further strengthen its new identity as a Registered Investment Adviser. - January 20, 2012 - Richmond Brothers, Inc.
FiPath Launches Express Rollover Center
FiPath (www.fipath.com), the first independent online resource that provides financial planning information and peer-to-peer collaboration for consumers, today launched the FiPath Express Rollover Center to aid consumers through the rollover process. - January 18, 2012 - FiPath
Jackson Hewitt® in Silver Spring Opens Doors for 2012 Tax Season
Nearly 6,500 Convenient Locations Nationwide Ready to Assist Taxpayers; For Quality, Accurate Tax Return Service, an Exceptional Client Experience and to Feel Tax Refund Joy, "Jackson Hewitt’s How You Do It!SM" - January 12, 2012 - Jackson Hewitt Tax Service - Four Corners
Cedar Brook Financial Partners LLC Announces Major Expansion
Cleveland-based Cedar Brook Financial Partners is merging with The Professional Advisor Group, LLC, based in Bloomfield Hills, MI with an office in Naples, FL. - January 08, 2012 - Cedar Brook Financial Partners LLC
Industry Leaders Join to Educate Homeowners About Foreclosure Alternatives
On January 11th, local industry leaders will come together and give a free seminar to homeowners with unaffordable mortgages. Speakers at the event include: Nationally-renowned credit expert and speaker, Nabil Captan, OC Metro’s 2011 40 Under 40 Honoree and owner of OC Short Sale 411, Robyn Webb, Director of Operations at CDA Law Center, Bill Baskin and Sergio Siderman, Managing Partner at L.A Bankruptcy Associates and recognized speaker for CNBC and Forbes. - January 05, 2012 - Under Water Home 411
Jackson Tunes in to “America's Wealth Management Show” at NEWS/TALK 970, WKHM-AM
Jackson’s own Richmond Brothers, Inc. Joins the Weekly Program. - December 31, 2011 - Richmond Brothers, Inc.
All the Latest Financial Planning Resources Are Now Available on FiPath Website
FiPath.com delivers crucial information for employees who participate in a 403b retirement plan. - December 22, 2011 - FiPath
Late-November Equity Market Rebound, Bond Market Uncertainty End Volatile November, According to Farmers and Merchants Trust Company Report
Global equity markets surged nearly 8% in the last three days of November, while the bond market continued to struggle with low yields, according to Farmers and Merchants Trust Company’s (FMTC) November Economic Commentary. “Despite the late-month rebound, November was a relatively... - December 21, 2011 - Farmers and Merchants Trust Company
MJ Structured Settlement Annuities Presents Steps to Properly Purchase a Secondary Market Structured Settlement Annuity
MJ Structured Settlement Annuities, a national industry leader in reassigning structured settlements, lottery winnings and annuities, presents the steps to properly purchase a secondary market structured settlement annuity. - December 17, 2011 - MJ Structured Settlement Annuities, Inc.
FiPath Launches First Independent Site to Help Consumers Take Control of Their Financial Future
Members benefit from unbiased and educational financial planning information, easy-to-use tools, peer-to-peer connections and expert resources With an effective growth rate of 10,000 new members per month, FiPath is projected to have more than 100,000 members by year-end. FiPath (www.fipath.com)... - December 16, 2011 - FiPath
FiPath CEO Tim Harrington to Present at New England Venture Summit in Boston on December 14, 2011
FiPath, (FiPath.com), the first independent site that provides financial planning resources and collaboration for consumers and advisors, today announced that Tim Harrington, the Company’s CEO, will be presenting at The New England Venture Summit on December 14, 2011. - December 11, 2011 - FiPath
Peoria Expert & "The Retirement Miracle"
Local Expert Gives Away “The Retirement Miracle” - December 07, 2011 - PeoriaMoney.com
FiPath Presented an Updated List of Best Financial Advisors
FiPath Offers a Platform for Quality Financial Advisor Leads Generation - December 02, 2011 - FiPath
FiPath Offers Consumers the Opportunity to Locate a Personal Financial Advisor Online
People who are beginning to plan for retirement can now find a personal financial advisor at http://www.fipath.com at no cost. - December 02, 2011 - FiPath
FiPath Announces Free Access to New Financial Advisor Tools in Its Website
Financial Investments is a very discerning consideration as it involves intricate measures of safe and result oriented monetary yield. In the fast-paced economic scenario where financial markets are almost constantly on an uproar seeking professional advice is always a safer bet. FiPath has... - December 01, 2011 - FiPath
eRollover.com Now is FiPath.com
eRollover.com, an online site designed to offer guidance through financial planning articles, and expert retirement planning advice, is now http://www.fipath.com. - November 30, 2011 - FiPath
Equity Market Rebound Triggers Cautious Optimism According to Farmers and Merchants Trust Company October Economic Commentary
Global equity benchmarks enjoyed their best October monthly return since 1982, sparks glimmer of optimism for investors despite prevailing uncertainty surrounding the health of the global economy, according to Farmers and Merchants Trust Company’s October Economic Commentary. - November 23, 2011 - Farmers and Merchants Trust Company
FiPath Launches FiPath for Advisors™, a Comprehensive, Online Marketing Solution for Financial Advisor Leads
Site matches advisors with consumers actively seeking financial guidance and provides free, educational resources for leveraging social media to enhance business opportunities - November 19, 2011 - FiPath
Tom Riquier, CFP®, CLU Attends the Retirement Income Symposium
Thomas T. Riquier, CFP®, CLU, President of The Retirement Financial Center in Danvers, recently attended the 4th Annual Retirement Income Symposium in Boston. This intensive 2-day conference featured discussions by leading industry experts about potential strategies to optimize retirement... - November 15, 2011 - The Retirement Financial Center
MJ Structured Settlement Annuities Retains Internet Marketing and Management Group, FL, for Branding and Campaigns
MJ Structured Settlement Annuities, a national industry leader in reassigning structured settlements, lottery winnings and annuities, has retained Coral Springs, FL, company Internet Marketing and Management Group (IMMG) for branding and launching of new marketing campaigns, and business expansion. MJ Structured Settlement Annuities plays a vital role in assisting clients with creating a financial plan for the future that offers financial security and a worry-free lifestyle. - November 12, 2011 - MJ Structured Settlement Annuities, Inc.
Cleveland Financial Advisor Howard Slater Earns Coveted Master of Science in Financial Services Degree
Cleveland financial advisor Howard Slater, founder and partner of Cedar Brook Financial Partners, adds another academic designation to his list of accomplishments. - November 11, 2011 - Cedar Brook Financial Partners LLC
MJ Structured Settlement Annuities Partners with Florida Panthers
MJ Structured Settlement Annuities, Inc. (MJSSA) is stepping up to help support local area families and sports by partnering with the NHL Florida Panthers. The partnership includes ads and in house TV spots featuring MJSSA’s industry leading state of the art guaranteed financial products. The kickoff is a banner in the Saveology Iceplex in Coral Springs, FL. MJ Structured Settlement Annuities assists clients with creating a financial plan that offers security and a worry-free lifestyle. - November 09, 2011 - MJ Structured Settlement Annuities, Inc.
Retirement Plan Educator Shannon Barry Joins Cedar Brook Financial Partners
Shannon Barry, a retirement plan educator, has joined one of Cleveland's largest independent wealth management firms, Cedar Brook Financial Partners, as a client manager. - November 06, 2011 - Cedar Brook Financial Partners LLC
Global Uncertainty Threatens Growth Rates, Bond Market, According to Farmers and Merchants Trust Company Economic Report
Concerns surrounding the global economy are threatening international growth rates and the bond market, while investors remain focused on capital preservation, according to Farmers and Merchants Trust Company’s (FMTC) September Economic Commentary. “Prevailing fears surrounding the... - October 26, 2011 - Farmers and Merchants Trust Company
Radon Stancil Launches Company Blog to Provide Financial Insight on Retirement Preparation
Financial Advisement Firm Incorporates Corporate Blog to Better Serve Individuals Seeking Tips on Retirement Savings - October 23, 2011 - Retirement Investment Strategies
PEI Senior Consultant to Speak at the PSCA’s 2011 East Coast Regional Conference
On November 2, 2011 PEI Senior Consultant David Hudak will speak at the PSCA’s 2011 East Coast Regional Conference in Philadelphia. This event will host plan sponsors and industry experts for a series of informational sessions. David will speak on the important topic of, “What You May... - October 14, 2011 - Portfolio Evaluations, Inc.