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Within Investment Firms
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
Accordion Partners Expands HQ Team
Accordion Partners LLC is pleased to announce the expansion of its business development team. The company has recently added a financial services industry veteran, Silvana Carpanelli-Hayes, as Vice President of Business Development. Ms. Carpanelli-Hayes comes to Accordion with a background focused... - July 02, 2010 - Accordion Partners
Denko Group Announces Loss of Top Bond Exec
The Denko Group regretfully announces the unexpected passing of Walter Adams during a family vacation from an apparent heart attack. - July 01, 2010 - Denko Group
First Investors Life Introduces First Choice Variable Deferred Annuity
While accumulating retirement savings, a First Choice annuity contract owner benefits from tax deferred growth; the contract owner pays no income tax on the earnings in the annuity contract until they are withdrawn. - July 01, 2010 - First Investors Media
Learn to be a (Better) Angel Investor Workshop Offered in July by Gifford, Hillegass & Ingwersen, in Partnership with Launch Funding Network (LAUNCHfn) & NBA&I
Industry experts will be on deck to teach millionaires how to mitigate risk and take advantage of new tax incentives for investing in startup and early stage high growth companies in this day long free investor seminar on July 15 in Atlanta, GA: How to be a "better" Angel Investor. - June 29, 2010 - Kugarand Capital Holdings, LLC
SteelPath Launches Master Limited Partnership (MLP) Mutual Fund
SteelPath today announced the launch of the SteelPath MLP Funds, the first mutual fund family to provide access to the Master Limited Partnership asset class. - June 25, 2010 - SteelPath
Denko Group COO: Oil Sands Time Has Come
Amidst the growing ecological and corporate liability disaster that is the gulf oil spill, Denko Group COO Andre Garneau directs clients with oil holdings to focus their attention on the safer and more reliable oil sands projects. - June 18, 2010 - Denko Group
Pit Bull Investor Relations Releases New Products That Will Change Investor Relations
Pit Bull Investor Relations unveils new products to maximize investor relations campaigns. Their developments include proprietary distribution channels to increase investor awareness in companies typically traded on Pink Sheets and OTC Bulletin Board exchanges. - June 09, 2010 - Pit Bull Investor Relations
Bay Peak 6 Acquisition Corp. Raises $8,000,000 and Acquires Asia Leachdom Holding Corp.
Bay Peak llc has completed its 4th merger transaction with a concurrent financing of a Chinese company using its proprietary shell vehicles. Bay Peak 6 Acquisition Corp. raised $8 million in financing and acquired a leading pharmaceutical business in Tianjin, China. - June 09, 2010 - Bay Peak LLC
Wealth Management Firm Builds Innovative Tactics to Education Clients
VisionQuest Wealth Management, a Raleigh based wealth management firm serving as a personal CFO to individuals, families, and businesses is and has developed some very innovative tactics to educate their clients. In their annual strategic planning meeting in late 2009, the VisionQuest team with... - June 09, 2010 - VisionQuest Wealth Management
Commodities Online Announces First Successful Iron Ore Transaction
Commodities Online LLC announced late Friday the successful conclusion of their first iron ore transaction since forming a joint venture partnership with an iron ore mine in Mexico in May 2010. The deal paid investors a 10% return in little more than a month. - June 07, 2010 - Commodities Online LLC
Denko Group Demonstrates Significant Edge in Forex Derivatives
As the world’s major currencies find their new normal, the Denko Group’s Forex Derivatives fund has hit major profit milestones. - June 04, 2010 - Denko Group
Touch Ahead Software Releases Updated EquityTouch® 2.1
Popular CRM deal sourcing application receives update; including Keyboard Navigation in Search Results, Color Coding, and other enhancements. - May 28, 2010 - Touch Ahead Software, LLC
Commodities Online LLC Announces JV Partnership in an Iron Ore Mine Located in Mexico
Mr. Michael Casey, CEO of Commodities Online LLC is pleased to announce a JV partnership with Minerales Mexiron, S.A., a 4-year-old working iron ore mine located in Mexico near the Port of Manzanillo. - May 24, 2010 - Commodities Online LLC
Commodities Online LLC Gets New CEO
Commodities Online LLC recently announced the appointment of attorney Michael R. Casey as its new Chief Executive Officer, President and General Counsel. - May 23, 2010 - Commodities Online LLC
Denko Group Offers New Hedge Fund to Profit from Euro Uncertainty
Denko Group now offers a new addition to its lineup of popular alternative investment hedge funds which appreciate as the uncertainty of the Euro shakes down world markets. - May 23, 2010 - Denko Group
Touch Ahead Software LLC Lends a Hand to Children’s Hospital Boston
Boston-based software development firm participates in 6th annual Texas Hold ‘Em Tournament for Children’s Hospital Benefit. - May 22, 2010 - Touch Ahead Software, LLC
Mortgage Defaults Largest Obstacle to Recovery: Denko Group
In spite of many factors hindering the worldwide economic recovery, Denko Group Analysts identify that Mortgage Failures in the US are still the largest obstacle to market improvement. - May 22, 2010 - Denko Group
Denko Group Calls for Caution with Euro Investments
In spite of markets relaxing concerns for the Euro Zone, Denko Group warns it clients not to jump back in too soon. - May 14, 2010 - Denko Group
First Investors Corporation is Looking for Financial Services Representatives
First Investors Corporation is looking for smart, highly motivated individuals to join its team. All college graduates are encouraged to apply. In the wake of a deep recession, this might not seem like the ideal time to embark on a career in financial services. However, tough times create... - May 12, 2010 - First Investors Media
UrbanStar Capital Releases a $14,000,000 Land Investment Offering in Alberta, Canada - UrbanStar Glendale Manor Inc.
UrbanStar Capital announces UrbanStar Glendale Manor Inc. a 250-acre, $14,000,000.00 land investment opportunity between Calgary and Cochrane, Alberta, Canada. The offering is RRSP and TFSA eligible and is available for investment on May 15, 2010. - May 10, 2010 - none
John R. Kaddis, CFP® Participates on Panel for Southeast Entrepreneurship Conference
John R. Kaddis, CFP® was tapped by the Southeast Entrepreneurship Conference to share his experience with helping business owners effectively transition their businesses. - May 07, 2010 - Kaddis Group
Global Technology and Innovation Partners (GTIP): Recreating Silicon Valley Entrepreneurship in Egypt, Jordan, Lebanon, Malaysia and Turkey
GTIP is a Silicon Valley-based venture capital fund focused on promoting innovation and entrepreneurship. GTIP team has co-founded or chaired 30+ co's and created $25B+ in value. GTIP was endorsed by H.Clinton April-27-2010. - May 06, 2010 - Newbury Ventures
First Investors Corporation Celebrates Eighty Years
The year 2010 marks the eightieth anniversary of First Investors Corporation. In 1930, amidst the Great Depression, Financial Independence Founders—the predecessor firm of First Investors Corporation—was established. The Company wished to cater to the everyday, individual investor,... - May 06, 2010 - First Investors Media
Denko Group Supports European Recovery with Focused Fund
Singapore based Denko Group which specializes in finding opportunity in difficult markets announced the launch of a unique fund to bolster support of the European financial recovery while offering clients above average returns. - May 06, 2010 - Denko Group
Wealth Management Firm Launches Newly Designed Web-Site to Provide Better Client Service
The newly re-designed web-site of VisionQuest Wealth Management, a Raleigh-based financial services firm, goes live this week. VisionQuest serves as a personal CFO for individuals, families, and business owners. VisionQuest aims to extend the reach of their client services by enhancing their... - May 04, 2010 - VisionQuest Wealth Management
Tanya Marchiol, CEO of Team Investments Featured in May Issue of Women Entrepreneur Magazine
Women Entrepreneur Magazine spotlights Tanya Marchiol, CEO and founder of Team Investments in its May Issue. Tanya Marchiol shares her expert advice with readers on the importance of diversifying their portfolios and the substantial profitability that still exists in real estate investments. The... - May 02, 2010 - Team Investments
Team Investments Continues to Grow & Expand; Adds Massachusetts License to Ever Growing List of States
Phoenix-based TEAM Investments, a leading real estate investing firm, adds a license in Massachusetts to its impressive list of multiple states. The company, which has a presence in all 50 states, also holds licenses in Arizona, New York, Florida, and Louisiana among others. TEAM Investments is... - April 30, 2010 - Team Investments
First Investors Funds Receive Three Lipper Fund Awards
At the Lipper Awards Ceremony on March 24, 2010, two First Investors funds received honors in three categories. Awards were based upon Consistent Return.1 In the category of Single-State Insured Municipal Debt Funds over Three Years, the First Investors North Carolina Tax Exempt Fund (FMTNX) took... - April 28, 2010 - First Investors Media
Anchor Loans Reaches Milestone: $1 Billion Funded
Anchor Loans has reached the milestone of funding $1 billion dollars. - April 20, 2010 - Anchor Loans
Poll - 72% of Private Investors in Asia Bullish
Almost three-quarters of investors in private and unlisted companies in Asia think that now is a good time to invest, according to a survey released by AsiaBusinessInvestor.com. Energy, IT and property are the most popular investment sectors according to the survey with 74% of investors wishing to... - April 18, 2010 - Asia Business Investor
Client Satisfaction Survey Names Denko Group Number One in Region
An independent customer satisfaction survey released today by Chiu, Kim and Associates LLC named Denko Group as ranking highest among similar firms in the Southeast Asia Region. - April 18, 2010 - Denko Group
Reliance Venture Asset Management Strikes Exclusive India Alliance with MIT $100k and Stanford Business Competition
Reliance Venture Asset Management is proud to announce its strategic collaboration with two of the most prestigious universities globally – the Massachusetts Institute of Technology (MIT) and Stanford University. In doing so, it looks forward to abetting their efforts to discover the next breed of budding entrepreneurs through their flagship competitions. - April 17, 2010 - Reliance Venture Asset Management Ltd
Linda M. O'Rourke a Local CPA Earns Exclusive “Accredited in Business Valuation” (ABV) Credential as Valuation Expert
Linda M. O’Rourke, a CPA valuation expert and principal of O’Rourke and Associates located in Clearwater, FL has recently been awarded the ABV Credential by the American Institute of Certified Public Accountants (AICPA). The ABV Credential, established in 1998 by the AICPA, is granted... - April 16, 2010 - O'Rourke and Associates