Recent Headlines
Within Asset Management

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

Trinova Capital Announces Community Support Program

Trinova Capital announces new program to support volunteering and community service for employees. - March 23, 2016 - Trinova Capital

Eagle Technology Receives Milwaukee 7 Export Development Grant

Eagle Technology, developer of a leading CMMS solution designed to assist clients with maintenance management needs, announces they are a recipient of an international export development grant from the Milwaukee 7 region. The Export Development Grant program combines funding with mentorship and guidance to help small businesses take advantage of opportunities for overseas expansion. - March 17, 2016 - Eagle Technology

Holborn Assets Enters Shariah Market, Launches Islamic Window

Leading independently owned global financial advisory group based in UAE offers holistic Shariah wealth management and financial planning solutions. - March 16, 2016 - Holborn Assets

Gary Williams Attends Prestigious Chairman’s Retreat 2016

Gary S. Williams, President and Founder of Williams Asset Management in Columbia, Maryland gathered with a group of leading financial advisors invited to participate in Commonwealth Financial Network®’s Chairman’s Retreat, February 22–24, 2016, in Miami, Florida. - March 16, 2016 - Williams Asset Management

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

Trinova Capital Launches Global Client Drive

Trinova Capital launches ambitious global client initiative to drive next decade of growth for the firm. - March 07, 2016 - Trinova Capital

BondIT Has Been Selected as a Finalist for the FinTech Innovation Awards 2016

BondIT has been selected as a finalist for the FinTech Innovation Awards 2016. The selection was for the Innovation in Wealth, Asset and Investment Management category. “The need for a revolution in the fixed income advisory is more evident than ever,” said Etai Ravid, BondIT CEO... - March 03, 2016 - BondIT

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

Financial IT Invites Trading Technology Providers to Participate in Software Evaluation Study

The report will reveal user preferences for technological functionalities in today’s regulatory stringent market and available technological potential of providers. To list your provider in the Survey please email the Financial IT team. - February 19, 2016 - Financial IT

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

Complimentary Seminar: The Current Tax Landscape

Sam Henderson of Henderson Wealth Partners, a full-service, independent wealth management firm, along with Christopher P. Hennessey, a lawyer and C.P.A. and member, Putnam Business Advisory Group, will present a complimentary seminar “The Current Tax Landscape” on Thursday, February 11... - January 29, 2016 - Henderson Wealth Partners

Global Family Offices Presents the "Global Family Office Investment Conference" on March 24 – 25, 2016 in Monterey, California

Investors, single and multi-Family Office owners, finance experts including CPA’s, lawyers, investment advisors and portfolio managers will converge in Monterey, California for the Global Family Office “Capturing New Opportunities and Mitigating Risk” conference. This enlightening... - January 29, 2016 - GFO Summit

Ephraim Global Study Uncovers Connection Between Inheritances and Retirement Readiness

Transferring assets by way of life insurance can beneficially impact the future generations’ pension outlook. - January 29, 2016 - Ephraim Global

Female Insurance Trailblazers in Canada Revealed

35 female insurance professionals make up this year’s list of industry trailblazers in the Insurance Business Canada Women of Influence report. - January 28, 2016 - Key Media

Absolute Capital Launches Two New Mutual Funds

Absolute Capital has launched two new mutual funds which offer active management in response to changing market conditions. The strategies provide for market participation with a focus on risk management. The Absolute Capital Asset Allocator Fund and Absolute Capital Defender Fund are managed by... - January 25, 2016 - Absolute Capital Portfolio Management Group

Gerard Fournier Joins Ephraim Global

Gerard Fournier to manage Ephraim Global International Unconstrained Bond Fund. - January 24, 2016 - Ephraim Global

Financial Technology Startup OnTrajectory Launches

OnTrajectory.com is a financial technology startup that has created a high-fidelity financial planner that maps out users’ financial trajectories using income(s), investments, assets, and expenses all in one graph displaying a user's financial future. The software is fully functional via web... - January 20, 2016 - OnTrajectory.com

Ephraim Global Study Uncovers New Set of Strategies to Address Investor Attitude Shifts

The merger of technology and investor engagement describes "The Future of Financial Planning." - January 20, 2016 - Ephraim Global

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

Absolute Capital Ranked as One of America’s Fastest Growing Companies in the Inc. 5000

Absolute Capital has now been ranked as one of America’s fastest growing companies for five years in a row. Brian Osborn, Managing Director at Absolute Capital states “We are extremely proud to achieve these honors. It is a direct reflection of our team’s abilities and the... - January 11, 2016 - Absolute Capital Portfolio Management 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

Malfitano Partners Opens New York Office

Restructuring and asset acquisition industry veteran announces the opening of legal and advisory practices. - January 07, 2016 - Malfitano Partners

Active Management Nor Launch a New Gold Fund (AMNGF)

Active Management Nor (Aktiv Forvaltning) is pleased to announce the launch of Active Management Nor Gold Fund (AMNGF) - Scandinavia's first open end commodity scheme. AMNGF aims to provide maximum exposure to prices of Gold, by investing in deliverable gold based futures contracts available at a commodity exchange (New York, London). AMNGF has an initial offering from January 21-28, 2016 with No Load and will be open for subscription subsequently. - January 07, 2016 - Active Management Nor

Stock Market Investing Easy? It Is Now Thanks to Momentum

Momentum Eliminates Need for Brokers, Jargon - January 06, 2016 - Momentum

ARGI Financial Group Kicks Off New Year with Expanded Commitment to Community

ARGI Financial Group, a Louisville, Kentucky based wealth management firm has established ARGI Gives, a charitable program dedicated to improving the lives of others in the communities they serve. Beginning in 2016, ARGI Gives will provide grants and volunteer support to nonprofit organizations in... - December 24, 2015 - ARGI Financial Group

Increased Dividend Revenue Fund Changes Name to "Ephraim Global Regulated Volatility Fund"

Fund’s goals will continue to be income and long term capital development. - December 16, 2015 - Ephraim Global

Ephraim Global Research Reveals Baby Boomers Choose to Work Well Into Retirement

More than 50% of non-retired individuals above 55 consider they aren’t old enough to retire and plan to continue working. - December 12, 2015 - Ephraim Global

Williams Asset Management Wins “Best of Howard”

Williams Asset Management was recently named as the winner in the financial advisor category in The Baltimore Sun’s “Best of Howard” contest. - December 09, 2015 - Williams Asset Management

Ephraim Global CIO Highlights the Unseen Dynamics That Affect Investors’ Choices

Seth Mantell discusses the invisible forces that impact investment decisions. - December 09, 2015 - Ephraim Global

Ephraim Global’s Full Tables Program Announces More Than $1 Million in Grants

Ephraim Global donates charitable offerings for the 3rd edition of its charitable program. - December 05, 2015 - Ephraim Global

Peter Wechsler Recognized as Five Star Wealth Manager for 2015

Willow Grove, Pa.'s Franklin Retirement Solutions announces that president and co-founder Peter Wechsler - Your Retirement Quarterback® - has been named a FIVE STAR Wealth Manager for the fourth consecutive year. The award is Wechsler's seventh consecutive annual service award. - December 04, 2015 - Franklin Retirement Solutions

Ephraim Global Study Shows That Japanese Employees Prefer Face-To-Face Financial Advice

Business owners are well-positioned to offer the necessary instruments and resources for workers to prosper financially. - December 03, 2015 - Ephraim Global

OutReach Financial Releases the Software, Personal Finance Assistant, for Both Windows and Apple Mac Computer Operating Systems

To provide a product for clients and customers alike to use on a day to day basis in order to manage their finances. Today, finances plague our lives day in and day out and it simply does not have to. Visit the OutReach Financial website to learn how you can manage your finances at home. - December 03, 2015 - OutReach Financial LLC

The Green Rock Group Announces NYC Private Equity Acquisition of Non-Performing Note in Monmouth County, NJ

The Green Rock Group LLC announces the acquisition of a non-performing note by a single purpose entity funded by a NYC private equity fund. The note is secured by a 200,000 sf facility in Monmouth County, NJ. - December 02, 2015 - The Green Rock Group

Henderson Wealth Partners Welcomes Alexandra Henderson

Alexandra (Allie) Henderson has joined Henderson Wealth Partners (HWP) as an Insurance Specialist. Allie will help Henderson Wealth Partners grow and expand its depth of services, particularly long-term health care insurance, while continuing HWP’s tradition of offering personalized, unbiased... - December 02, 2015 - Henderson Wealth Partners

Top Insurance Industry Providers Revealed

The best service providers to the insurance industry have just been announced in Insurance Business America magazine’s ‘Best of the Best 2015’. This list recognizes the leading companies and products that support the industry as chosen by independent agents and brokers. Insurance... - December 02, 2015 - Key Media

Recent Headlines Within Asset Management

Recent Headlines
Within Asset Management