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White Paper Shows Financial Advisors How to Increase Referrals Using a Client Advisory Board
The Client Driven Practice has released a white paper, Automatic Referrals for Financial Advisors, Leveraging a Client Advisory Board in a Referral Marketing Program. The firm, which assists investment advisors, financial planners, and wealth managers in engaging clients in their strategic... - February 09, 2011 - The Client Driven Practice
Biz-Well.com Launches, Featuring Special Business Wellness Bundle at 70% Discount
Business Wellness bundle Biz-Well.com is offered by Seattle firm Synergetic Finance, for 70% off the full retail price. - February 09, 2011 - Synergetic Finance
Personalized Assessments Help Employees Save and Invest More for Retirement: Continuous Feedback is Key to Changing Behavior, Says Diversified Investment Advisors, Inc.
Diversified Investment Advisors recommends employers offer personalized assessments to educate employees about their progress toward retirement savings goals, helping them stay on track for a fully funded retirement. For over 10 years, Diversified has offered plan sponsors its OnTrack® Report, which includes a comprehensive, multi-dimensional “retirement outlook” that estimates how much of a retirement income gap an individual has and what steps can be taken to close that gap. - February 05, 2011 - Diversified Investment Advisors, Inc.
Macian Education Presents: the Savvy Women's Financial Mastery Class
Today, women are taking a stronger stance with their finances by learning a mastery of the tools, strategies, and fundamentals to achieving wealth. - January 24, 2011 - Macian Wealth Management
GoZoneOnline.com Procalims Last-Minute Go Zone Fix Could Save Purchasers Over $72,000 and Announces New Client Services
GoZoneOnline.com announced new client services being offered after President Obama extends tax benefits to real estate investors in the Go Zone. - January 23, 2011 - GoZoneOnLine.com
VantagePointe Financial Group Announces 2010 Investment Sales Leader
Asa Lakeman, Financial Advisor at VantagePointe Financial Group was recently named Investment Sales Leader for the second consecutive year. "Due to Asa’s education, hard work, and client focus I am pleased to announce Asa Lakeman as our 2010 Investment Sales Leader," Managing... - January 22, 2011 - VantagePointe Financial Group
Offshore Wind Power Systems of Texas Titan 200 Foundation Video
Offshore Wind Power Systems of Texas has released a comprehensive technical video of the latest technology available in the marine industry, launching the state of the art design for 3.6 and 5 MW offshore turbine installations worldwide. - January 22, 2011 - Offshore Wind Power Systems of Texas llc
Wershing and Littlechild to Present Webinar "Generating Referrals Perpetually"
Stephen Wershing, president of The Client Driven Practice, and Julie Littlechild, president of Advisor Impact, will be presenting a webinar "Generating Referrals Perpetually" through the investment advisor web community Advisors4Advisors.com this Friday, January 21, 2011, at 4:00 PM. The... - January 20, 2011 - The Client Driven Practice
Denko Group Gold Funds Up on EU Debt Concerns
Denko Group Gold Funds continued higher last week on unrelenting worries about indebted euro zone member states, while acquisitions by investors and manufacturers pushed up premiums for gold bullion to their highest in nearly twenty three months. - January 18, 2011 - Denko Group
Investor Profile Offers a 50% Rebate on Annual Broker Fees for ISAs and Unit Trusts
Investor Profile has launched a New Year Sale with all new customers transferring their existing ISA and Unit Trust investments benefitting from a 50% annual broker fee rebate. - January 14, 2011 - Investor Profile
Seward & Kissel Names Two Partners and One Counsel
Seward & Kissel LLP (www.sewkis.com) is pleased to announce that Jeffrey M. Berman and Michael S. Timpone have been elected Partners and Michael E. O’Brien as Counsel, effective January 1, 2011. All were previously Associates of the Firm. “All of these individuals have contributed... - January 07, 2011 - Seward & Kissel LLP
World Class Capital Group Acquires Austin Shopping Center
Texas Investment Firm Continues to Expand Real Estate Holdings - January 06, 2011 - World Class Capital Group, LLC
Diversified Investment Advisors Announces 2011 Leaders in Health Care Scholarship Program: Diversified Now Accepting Applications
The Diversified Investment Advisors Leaders in Health Care Scholarship is available to first- and second-year graduate students pursuing degrees in health care administration. The national scholarship program recognizes minority individuals who exhibit leadership skills and can demonstrate financial need, a commitment to community service and academic excellence. - January 06, 2011 - Diversified Investment Advisors, Inc.
Ailant Finance Capital Markets Acquires Investment Bank China Zhejiang Capital Group
Ailant Finance Capital Markets. announced today that it has acquired China Zhejiang Capital Group, one of the China’s middle market investment banking and advisory firms. Founded in 2003 by Zhang Wen Dong, China Zhejiang Capital Group employs 21 investment banking professionals with offices in Shanghai and Taipei. - December 28, 2010 - Ailant Finance SA
J.P. Turner Raises More Than $10,000 for the Empty Stocking Fund
J.P. Turner Donations Will Provide Gifts for 530 Atlanta Area Children - December 23, 2010 - J.P. Turner & Company, LLC
Passive Income Through Dividend Investment
Investors can increase their passive income by buying dividend paying stocks with a safe yield. The Top Dividend stocks have been steadily increasing their dividends for years while maintaining solid earnings growth and cash flow. DSO has launched a investment service to help traders find the best dividend stocks. - December 13, 2010 - Dividend Stocks Online
Greg T. Hodges Joins Diversified Investment Advisors as Sales Executive for West Coast and Hawaii
Diversified Investment Advisors, Inc., a national investment advisory firm specializing in retirement plans, has announced that Greg T. Hodges has joined the company as a sales executive for the west coast, specifically northern California, Wyoming, Colorado, Hawaii, Utah and western Nevada. Hodges... - December 13, 2010 - Diversified Investment Advisors, Inc.
eTtech Money Launches "Founderswall.com," for Investor Awareness & Capital
A New Investment Marketplace, Built by the People for the People - December 08, 2010 - eTech Money, Inc.
Finlay Joins Waddell & Reed
James Finlay, Penn State graduate joins Waddell & Reed as a Financial Advisor in Monroeville, PA. - December 06, 2010 - Waddell & Reed
ProspectMatch Introduces Plans for Early Retirement Solutions with Financial Guidance
401k-rollover.com provides proper financial guidance to help you plan out your early retirement solutions easier, safer, and much more effective than before. - November 29, 2010 - Prospect Match
Denko Group Expands Trade Finance Desk
To better serve clients trading goods internationally, Singapore based Denko Group announced today an expansion of its trade finance services. - November 25, 2010 - Denko Group
Peer-To-Peer Service MicroVentures Secures FINRA Membership
MicroVentures first to obtain membership to help startups find capital in a new way. - November 19, 2010 - Microventure Marketplace Inc.
Commodities Online Negotiates New Long-term Contracts with Buyers of Iron and Copper Ore
Commodities Online today announced that, working together with its Mexican mining partner, it had successfully negotiated new, long-term contracts with major Chinese buyers of Iron Ore and Copper Ore. - November 17, 2010 - commoditiesonline.com
Enquirica Research - Would a Gold Standard Destroy the Canadian Dollar
An interesting valuation methodology for gold is to determine what gold price is necessary for each unit of central bank paper to be backed by gold reserves. Enquirica recently performed this calculation for the US and Canada using M1 as the monetary numerator. US: 8,133 tonnes, M1 – US$ 1.8... - November 16, 2010 - Enquirica Research
Ailant Finance Launches Global Futures Trading Platform
Ailant Finance is offering a direct market access (DMA) solution to help international investors access the global futures market. Through their subsidiaries and affiliates, customers will be able to send orders in FIX Protocol via our global network to dedicated futures brokers, and use different platforms. - November 15, 2010 - Ailant Finance SA
Semba Biosciences Announces Partnership with Orochem Technologies to Develop Technology for Pharmaceutical Manufacturing
Kegonsa Capital Partners portfolio company Semba Biosciences, Inc., and Orochem Technologies, Inc. have entered into an agreement to develop novel equipment for commercial manufacturing of pharmaceuticals. When applied to large-scale manufacturing, the equipment will perform an automated purification process that is up to twenty times more productive than current methods. This improvement will reduce health care costs by making therapeutic drugs more affordable. - November 12, 2010 - Kegonsa Capital Partners
Pinetree Capital Ltd. Announces Unaudited Financial Results for the Three and Nine Months Ended September 30, 2010
Pinetree Capital Ltd. (“Pinetree”) (TSX: PNP) today announces its unaudited financial results for the three and nine months ended September 30, 2010. During the three months ended September 30, 2010, Pinetree had net income of $114.2 million, as compared to $63.8 million for the same... - November 12, 2010 - Pinetree Capital Ltd.
J.P. Turner Named “2010 Best Places to Work in Georgia” by Georgia Trend Magazine
Independent brokerage and investment banking firm J.P. Turner was nominated by home office employees and selected by Georgia Trend Magazine as one of the best places to work in Georgia. - November 06, 2010 - J.P. Turner & Company, LLC
Ailant Finance SA to Launch Private Equity Fund
* $100 USD million in seed investment committed * Fund's focus to be on natural resources - November 05, 2010 - Ailant Finance SA
CapLinked, MicroVentures Help Startups Manage and Raise Capital
Peer-to-peer service, collaborative platform partner to help raise capital, inform investors. - October 27, 2010 - Microventure Marketplace Inc.
Anchor Loans, Inc.’s Dan Harrington Joins the Poker Hall of Fame
Anchor Loans, Inc. today announced the induction of co-founder Dan Harrington into the World Series of Poker’s (“WSOP”) Poker Hall of Fame for 2010. The WSOP also inducted Erik Seidel, a world class poker player with eight WSOP Bracelets and the founder of FullTiltPoker, one of... - October 19, 2010 - Anchor Loans
Enquirica Research Releases Its Database of Canadian Exempt Market Securities
Enquirica is pleased to announce the release of its database of Canadian exempt market offerings. Investors and dealers now can obtain access to one of Canada’s most comprehensive listings of the products available in the exempt market or what is more commonly known as the alternative... - October 13, 2010 - Enquirica Research
Commodities Online LLC Announces New Copper Contract
A new contract was released to subscribers. This contract is for copper ore and the length and investment opportunity for subscribers is unique. - October 07, 2010 - commoditiesonline.com
Helen Sipsas is Awarded Certified Financial Planner™ Designation
Helen Sipsas, MBA, CFP®, a Managing Principal of Peak Wealth Advisors with offices in San Luis Obispo, CA and Pasadena, CA has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, Certified Financial Planner™ and CFP... - October 06, 2010 - Peak Wealth Advisors
Seward & Kissel LLP Launches ‘40 Act Blog
Seward & Kissel LLP is pleased to announce its latest digital initiative; a new blog – entitled ‘40 Act Blog(SM) – established to serve as a comprehensive source for legal developments related to registered advisors, mutual funds and exchange-traded funds by the Firm’s... - October 06, 2010 - Seward & Kissel LLP
Diversified/AHA Survey Reveals That Cost Cutting Measures and Need for Improved Plan Management Drive Retirement Plan Changes
Adoption of Automatic Services Has Slowed but Proves Effective in Helping Participants Save More for Retirement - October 05, 2010 - Diversified Investment Advisors, Inc.
Bell Investment Advisors Offers Webinar, “Bonds: Is It Too Late to Buy?”
Bell Investment Advisors, Inc., a Bay Area registered investment advisory firm, today announced it will be hosting a free webinar, “Bonds: Is It Too Late to Buy?” on September 29, 2010, 2–2:30 PM PDT. The event is part of the firm’s on-going free educational webinar... - September 27, 2010 - Bell Investment Advisors, Inc.
Offshore Wind Power Systems of Texas Met-Tower Platform Released for Production “Titan 3.6 WMPS” And “Titan 5.0 WMPS”
Offshore Wind Power Systems of Texas President Douglas Hines announced today the release of the state of the art Titan series of designs for immediate sale, the Model Titan 3.6 WMPS and Titan 5 WMPS wind measurement platform systems. - September 24, 2010 - Offshore Wind Power Systems of Texas llc
MicroVentures.com Launches New Service Which Gives Investors Access to Venture Capital Deals
MicroVentures is positioned as the future of venture capital funding, facilitating investment in tenable entrepreneurial ventures. Entrepreneurs can access a broader range of investors, increasing their chances of getting funded, and investors can invest smaller amounts than typically expected in traditional venture capital situations. This opens up early access and spreads investor risk, while benefiting from a review and due diligence process similar to that of other venture capital companies. - September 21, 2010 - Microventure Marketplace Inc.
Denko Group Names Coleman as New CFO
The Denko Group is pleased to announce the appointment of Mr. Adam Coleman as Chief Financial Officer effective immediately. In his new position, Mr. Coleman will be responsible for the administration of the company’s fiduciary affairs as well as corporate compliance. - September 18, 2010 - Denko Group
EquityTouch 2.3® Released by Touch Ahead Software
Deal sourcing collaboration tool for the Alternative Asset Industry updated to newest version. - September 16, 2010 - Touch Ahead Software, LLC
Fiduciary Duty: What Does It Really Mean?
EL CAP Announces Release of In-Depth Report. - September 14, 2010 - EL CAP, Inc.
Seattle's Synergetic Finance Adds Business Consulting & Valuation and M&A Services
To better serve its business partners and clients, The Synergetic Finance Companies have added business consulting and valuation and merger and acquisition services to the firm’s offerings. Along with this addition, company president Joe Maas has rebranded Synergetic Finance, formerly known... - September 12, 2010 - Synergetic Finance
Diversified Investment Advisors Launches “Your Money Matters” Page on Facebook
Diversified Investment Advisors, Inc., a national investment advisory firm specializing in retirement plans, has launched “Your Money Matters” on Facebook to share and explore retirement and personal finance issues and trends with consumers. Located at... - September 10, 2010 - Diversified Investment Advisors, Inc.
Robert Williams, CIC, CWS®, President of Williams Wealth Management, an Independent, Wealth Management Firm Based in Apex, NC, Celebrates Fifteen Years as a CIC
Robert Williams, CIC, CWS®, President of Williams Wealth Management, an independent, Wealth Management Firm based in Apex, NC, celebrates fifteen years as a CIC. Williams Wealth Management predominantly serves families in the Triangle area of North Carolina, including Apex, Raleigh, Holly Springs, Fuquay Varina, Cary, Morrisville, Chapel Hill, and Durham. - August 14, 2010 - Williams Wealth Management
Tanya Marchiol, Real Estate Guru and CEO of TEAM Investments Announces Dates for Unprecedented Interactive Investment Seminar
Tanya Marchiol, real estate guru and CEO of Phoenix-based TEAM Investments, a leading real estate investing firm is partnering with appraiser John May for an exciting and interactive seminar. This unprecedented event will take place September 18th-19th in Scottsdale, AZ at The Millennium Resort. - July 28, 2010 - Team Investments
EL CAP Inc. - Redefining the Investment Process
Announces the Opening of Their Charlotte, Vermont Office - July 22, 2010 - EL CAP, Inc.
AKFinancials LTD Joins NinjaTrader’s Education Partner Program
AKFinancials LTD global electronic trading and educational firm joins NinjaTrader’s Education Partner Program. - July 21, 2010 - AKFINANCIALS LTD
Seward & Kissel LLP Launches Investment Management Deals Blog
Seward & Kissel LLP is pleased to announce the debut of its newest digital initiative; a blog, entitled IM Deals, which is offered as a resource by the Firm’s Business Transactions Group. Seward & Kissel’s Business Transactions Group handles M&A, private equity, venture... - July 18, 2010 - Seward & Kissel LLP
Web-Based CRM Software EquityTouch 2.2 Released Friday
Web-based CRM release EquityTouch 2.2 includes significant speed and feature improvements. - July 16, 2010 - Touch Ahead Software, LLC