Recent Headlines
Within Asset Management
KXTER.com Venture Fund Now Available on WeFunder
World's Leading Crowdfunded Silicon Valley Venture Fund Now Available to Everyone - July 13, 2016 - KXTER INC.
Elite Women in Insurance: Industry Achievers Revealed
144 insurance professionals have been recognized in a list of the industry’s female elite. - July 08, 2016 - Key Media
Joseph Biondolillo of Biondolillo Financial Recognized as #1 Broker, Guardian Life
Joseph Biondolillo receives recognition from Northeast Planning Corporation for his accomplishments over the last few years. - July 07, 2016 - Biondolillo Financial
Financial Advisor Celebrating 10 Years with Firm
Michael W. Mandarino, a West Point Graduate and currently a financial advisor, is celebrating 10 years with Intervest International Equities Corporation. - July 07, 2016 - 123-Investing
Australia’s Top Franchise Mortgage Brokerages Revealed
MPA magazine has released the Top 10 Franchise Brokerages list for 2016 which features the nation’s top performing brokerage businesses. - July 06, 2016 - Key Media
Azim Nakhooda, Principal and Partner at Cedar Brook Group, is Elected to the National Board Committee of the Arthritis Foundation
Azim Nakhooda, Cleveland financial advisor and ardent supporter of the Arthritis Foundation, starts a 2 year term on the national investment committee. - July 01, 2016 - Cedar Brook Financial Partners LLC
Singapore’s Top HR Teams Revealed
A list of eighteen of the best HR teams in Singapore has just been released. - July 01, 2016 - Key Media
Sooryen Announces "Ready, Set, Convert" – Apple Pay and Android Pay for Mobile and Desktop
Söoryen Technologies today announced the availability of its ‘Ready, Set, Convert’ program for eCommerce merchants to offer Apple Pay* and Android Pay* on their mobile (and desktop) websites. Söoryen Technologies is one of the first service providers to offer... - June 27, 2016 - sooryen
Qooter App Tool to Compare Insurance Quotes for Independent Agents
Many agents and financial advisors search for legitimate ways to compare quotes online for insurance, and the Qooter Team hopes to end that search with this new app. Qooter is a very simple tool, where you just click a few basic dropdowns and the app will compare prices among many top rated... - June 25, 2016 - Mintco Financial
Cycling Advocacy Veterans Seeking to Secure Their Legacy Look to Planned Giving as a Viable Tool
The Active Transportation Alliance partnered with The Advise Us Fund to offer expanded giving options to donors. This new partnership will go a long way in supporting Active Trans in its future development and planned giving efforts. - June 23, 2016 - The Advise Us Fund
Legal Industry’s Power Players Revealed
31 inspiring private practice lawyers make up this year’s NZ Lawyer Hot List. - June 23, 2016 - Key Media
David Borden of CCR Wealth Management Named to 2016 Financial Times 400 Top Financial Advisers
David Borden of CCR Wealth Management is pleased to announce that he has been named to the Financial Times 400 Top Financial Advisers, as of March 31, 2016. The list recognizes top financial advisers at traditional broker-dealer firms from across the U.S. This is the fourth annual FT 400 list,... - June 22, 2016 - CCR Wealth Management
Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year at Annual Awards Conference
Mark Palmerino, financial consultant and partner at CCR Wealth Management, recently attended Cetera Advisors’ annual awards conference where he accepted the Ensemble of the Year award on behalf of his firm. This team of top producing, seasoned professionals gained this honor by leveraging... - June 21, 2016 - CCR Wealth Management
PrivCap Acquires 104 Units in Dallas, TX
PrivCap Holdings acquired Wynnewood Apartments. - June 19, 2016 - PrivCap Companies
PrivCap Sells 196 Units in Columbus; Investors Net 41% IRR
PrivCap Holdings, a subsidiary of Boca Raton based PrivCap Companies, successfully sold Aspen Place Apartments in Columbus, OH (PrivCap Buckeyes) yesterday, netting investors a 41% IRR over 22 months. PrivCap Holdings continues to generate high yielding multifamily investment opportunities for... - June 17, 2016 - PrivCap Companies
ECU Football Camp Sponsorship Continues JP Capital Management Commitment to Youth Development
JPCM has entered into a long-term partnership with Coach Mo Football Camps as the Primary Sponsor. These camps entail personal instruction, coaching and installation of football fundamentals to children from 1st through 12th grade. - June 17, 2016 - JP Capital Management
Growth for CCR Wealth Management
David Borden, Managing Partner says, “Since inception in 1998 our firm has grown from a startup entity to a team of 16 that manages more than $1.1 billion in assets for individuals, corporations, retirement and pension plans and nonprofit organizations. Along with our past growth, we continue to grow the practice at some 20 percent per year. Adding these professionals to our team will allow us to keep up with that growth and give our clients the excellent service they expect.” - June 14, 2016 - CCR Wealth Management
Insurance Producers Reveal Top MGAs
30 MGAs have been given five-star marks in the latest report by Insurance Business America. - June 11, 2016 - Key Media
Overland Park Estate Planning Attorneys Attend Exclusive Conference
Receive Important Elder & Estate Planning Education in Kansas City, MO - June 09, 2016 - Gaughan & Connealy
IASG Alternatives Appoints Stephen Klawitter as Vice-President
IASG Alternatives is an independent and highly specialized financial services group that provides access to a premier platform of managed futures investments designed to meet the needs of sophisticated investors. Managed Futures Specialist Expands Team to Meet Increased Demand from a Growing Client Base for Alternative Investments. - June 07, 2016 - IASG Alternatives LLC
Insurance Business America Recognized in National Publishing Awards
Leading insurance publication Insurance Business America has been named a finalist in the 2016 Azbee Awards organized by the American Society of Business Publication Editors. From 1,144 entries, Insurance Business America has received finalist nominations in the following categories: ·... - June 04, 2016 - Key Media
Financial Industry Power Players Revealed
Wealth Professional magazine has released this years list of the fifty individuals transforming the Canadian wealth management industry. - June 04, 2016 - Key Media
Seasons of Retirement: Scams Against Seniors
It is estimated that 954,000 seniors are currently skipping meals as a result of financial abuse – states the True Link Report on Elder Financial Abuse 2015. Waddell & Reed, Estate Planning Kansas City, and ReeceNichols Leawood South are proud to announce a Seasons of Retirement event:... - June 02, 2016 - Waddell & Reed
RAM Modular Gives Emergency Relief to Alberta Wildfire Evacuees and First Responders
The wildfire still rages on in Alberta Canada, recently consuming an evacuated oil sands camp while threatening at least a dozen other sites in the oil sands region. Despite this fact, the best of humanity rises up as RAM Modular and a host of other modular building companies opened up their camps... - June 02, 2016 - Ram Modular
Kansas Law Firm Releases Steps to Choosing the Right Elder Law Attorney
Overland Park attorneys, Chris Gaughan and Casey Connealy, release step-by-step instructions for choosing the right elder law attorney for your legal needs. - May 27, 2016 - Gaughan & Connealy
Australia’s Best Employers Revealed
Human Resources Director magazine together with Maxxia reveal the best companies to work for in Australia. - May 27, 2016 - Key Media
Sila Capital, LLC Partners in Development of 143 Unit Apartment Complex
Sila Capital has recently partnered with H.M. Mac, an Indiana development and construction company, on the the development of Echo Park, a 143 unit apartment complex in Bloomington, IN. The town of Bloomington offers urban amenities while located in the hilly, forested landscape of south-central... - May 26, 2016 - Sila Capital
Williams Asset Management Hires Brian McKinney as Financial Planning Services Specialist
Williams Asset Management proudly announces that Brian McKinney has been hired as a Financial Planning Services Specialist. - May 26, 2016 - Williams Asset Management
LockeBridge Investment Bank Advises on Sale of Winning Proposals, Inc.
LockeBridge Investment Bank announced today that it has acted as the exclusive financial advisor in the sale of Winning Proposals, Inc. to WP Ventures, LLC. Based in Vienna Virginia, Winning Proposals has supported the government contracting community with support services on over 1500 bid... - May 25, 2016 - LockeBridge Capital Partners
Elite Women in the Mortgage Industry Revealed
Mortgage Professional America magazine recognizes 100 of the most inspiring women in the mortgage industry. - May 22, 2016 - Key Media
Canada’s Leading Mortgage Brokers Revealed
A ranking of the country’s 75 top brokers has just been released by Canadian Mortgage Professional magazine, - May 21, 2016 - Key Media
Pivotal Tax Solutions Partners with Group 1 Automotive
The 3rd largest automotive company in the nation, Group 1 Automotive, headquartered in Houston, Texas recently contracted with Pivotal Tax Solutions to provide a comprehensive line of real property tax services for their national dealerships. This partnership is significant as Group 1 Automotive... - May 20, 2016 - Pivotal Tax Solutions
Retirement Plan Advisors & York College of Pennsylvania Host Retirement Planning Success Event
RPA to present at the college’s Human Resources Symposium June 8-10. - May 17, 2016 - Retirement Plan Advisors
Cedar Brooks’ Howard Slater Coaches Teens on Financial Literacy
Howard Slater, partner and principal of Cedar Brook Financial Group, and consummate volunteer devoted to teaching financial literacy to students, completed courses at two Cleveland schools. - May 16, 2016 - Cedar Brook Financial Partners LLC
Nikko-Desjardins Asset Management: Scott Morison Insinuates a Tax Cut, Says It's Part of an "Economic Plan"
Scott Morrison, the Treasurer of Australia, recently made a statement saying that his first budget will be unlike any budgets that Australia has seen. Morrison hinted towards a tax cut and said that he plans to increase education spending. - May 14, 2016 - Nikko-Desjardins Asset Management
VisionQuest Wealth Management Announces Promotion of Stacy Beane
Stephen Peters, Founder and CEO, today announced the appointment of Stacy Beane as Chief of Staff at VisionQuest Wealth Management. In a newly created position, she will be responsible for driving the firm’s strategic plan, special projects and most importantly, VisionQuest’s client... - May 14, 2016 - VisionQuest Wealth Management
Report on Top Specialty Insurance Brokers Released
The recently released 2016 US Specialty Brokers list features 149 agencies that found success through specialization. - May 13, 2016 - Key Media
McElhenny Sheffield Capital Management Announces Succession Plan Partnership with Spar Investment Counsel
As part of their continuing commitment to clients regarding sustainability and longevity of their successful execution of client investment objectives, McElhenny Sheffield Capital Management (MSCM) is pleased to announce that the Spar Investment Counsel team has joined the firm. - May 13, 2016 - McElhenny Sheffield Capital Management
IASG Launches Broker Dealer to Serve an Expanding Audience for Managed Futures
IASG Alternatives LLC is an independent and highly specialized financial services group that provides access to a premier platform of managed futures investments designed to meet the needs of sophisticated investors. - May 04, 2016 - IASG Alternatives LLC
Thrivent Financial Announces Member Impact in the State of Virginia Through Service and Giving
Generosity of Thrivent members in 2015 makes a difference throughout the state. - May 01, 2016 - Blue Ridge Group - Thrivent
Annual List Names Canada’s Financial Industry Rising Stars
Twenty five wealth advisors have been recognized in a list of the industry’s most promising young professionals. - April 30, 2016 - Key Media
Group Long Term Care Insurance Benefits Reported by LTCI Consultants
There are significant advantages of making group long term care insurance available in the workplace reports LTC Insurance Consultants. - April 28, 2016 - LTC Insurance Consultants
Finogy - Using Biometric Data in a Personal Finance App
Finogy, a new online investing platform, is creating a biometric app on Indiegogo. - April 27, 2016 - Finogy
Capital Services Data Scientist to Speak at FICO World
Capital Services' Chief Data Scientist, Alfred Furth, will be a featured panel speaker at FICO World, April 26-29 in Washington, D.C. Furth will share best practices for the evaluation and adoption of FICO Score 9, and describe how Capital Services uses scorecards, prediction tools, and analytics... - April 27, 2016 - Capital Services
Capital Services Reports Continued Growth in 2015, Credits Its Expertise at Asset Generation
Capital Services credit card accounts were up 29 percent over 2014, significantly higher than the 23 percent growth the company had predicted for 2015. - April 24, 2016 - Capital Services
Federal Court Rules in Favor John K. Baldwin and Bridge Capital Against the Government of Laos
US Court Rules in Favor of John K. Baldwin and Bridge Capital Against the Government of Laos noting that its claims were based on little more than unsupported allegations of wrongdoing” and finding that it was “essentially motivated by bad faith.” - April 12, 2016 - Bridge Capital
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
Trinova Capital Announce Addition of Samuel Shakeson to Equity Research Team
Samuel Shakeson has been appointed to Trinova Capital's Equity Research Team to focus on speciality pharmaceuticals equities. - April 02, 2016 - Trinova Capital
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
Trinova Capital on Track for Record-Breaking Q1 of 2016
Trinova Capital have expressed today that the Tokyo-based equity research firm is on target to achieve their best ever fiscal quarter. - March 24, 2016 - Trinova Capital