Recent Headlines
Within Asset Management

Archer Consultants Announces Successful Bulgarian License Issued by the Bulgarian Financial Supervision Commission (FSC) Under MiFID for an Investment Intermediary

Bulgarian Broker and Fund Manager Matador Prime has issued a license under the Bulgarian Financial Supervision Commission (FSC). The license permits Matador Prime to conduct business as an investment intermediary within the European Union and European Economic Area under MiFID. The newly formed... - November 17, 2015 - Archer Consultants

Ephraim Global Appoints Ivar Frandsen as Chief Administrative Officer

Ivar Frandsen to take over responsibilities from interim CAO, Ryo Iwadare. - November 14, 2015 - Ephraim Global

Ephraim Global Hosts Blood Donation Initiative

Company organizes corporate initiative to support local blood banks in enhancing their reserves. - November 12, 2015 - Ephraim Global

Educational Medicare Workshop for Baby Boomers

An educational workshop titled "Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know About Medicare and Long-Term Care" has been scheduled for 9:00 AM on November 21 at Elliott and Associates Wealth Advisors, Inc located at 1225 Johnson Ferry Rd, Suite 600,... - November 11, 2015 - Elliott & Associates Wealth Advisors, Inc.

Ephraim Global Survey Shows Japanese Professionals Feel Compelled to Work Longer Hours

A recent study conducted by Ephraim Global revealed that up to 75% of Japanese employees consider that their working lives are affected by longer hours spent at the office. - November 08, 2015 - Ephraim Global

Mackey McNeill, Author and Founder of Mackey Advisors™: The Prosperity People, Launches Second Edition of Her Book, "The Intersection of Joy and Money"

Mackey McNeill, internationally published author, speaker and CEO of intention-based financial planning firm Mackey Advisors,™ has released her award winning book, "The Intersection of Joy and Money." Originally released on 2002 and now in its second edition, The Intersection of Joy... - November 06, 2015 - Mackey Advisors

Ephraim Global: Concentrate on the Long Term Basics

Ephraim Global recommends focusing on the long-term fundamentals of the investment industry. - November 06, 2015 - Ephraim Global

Elite Insurance Agencies in America Revealed

35 Independent insurance agencies make up the list of top industry performers in the country. - November 06, 2015 - Key Media

Oakmont Advisory Group to Open New Westside Office

Locally family-owned and operated financial planning and investment advisory firm, Oakmont Advisory Group, LLC, will be opening a second office in January 2016. - November 04, 2015 - Oakmont Advisory Group, LLC

Ephraim Global Attends Autism Awareness Conference

Senior Vice President joins conference on reaching out and assisting unemployed individuals with autism. - November 04, 2015 - Ephraim Global

Ephraim Global Launches Enhanced Frontier Markets Fund

Ephraim Global, the Tokyo-based asset management company, has announced today the launch of a new fund within its range of fixed income solutions, the Ephraim Global Enhanced Frontier Markets Fund. - November 01, 2015 - Ephraim Global

Ephraim Global Adds Oswald Abbot to Its Multi Asset Team

Oswald Abbot to manage clients’ multi asset portfolios. - October 24, 2015 - Ephraim Global

Are You Retirement Ready? Get Ready with Book Giveaway Sponsored by Williams Asset Management, Howard County

Gary Williams, President of Williams Asset Management is sponsoring a contest for participants to win copies of his Amazon.com five-star rated book "The Art of Retirement" (with foreword by NFL Hall of Famer, Ronnie Lott). - October 23, 2015 - Williams Asset Management

Donating Without Objectives Can Leave Contributors Feeling Discontent Says Ephraim Global Report

Only 2 out of 10 donors have a clear set of objectives to guide their charitable giving. - October 22, 2015 - Ephraim Global

Ephraim Global Announces Development Team Portfolio Management Leadership Transition

Ephraim Global, the Tokyo-based asset management company, has announced today that decision making responsibilities on its Development team have been transferred entirely to head portfolio managers Koichi Itseburo and Sado Hayate. - October 21, 2015 - Ephraim Global

Everest Companies File Lawsuit Against Kirk Financial Group, Kirk Investment Advisors, and Christopher Kirk

Everest Companies File Lawsuit against Kirk Financial Group, Kirk Investment Advisors, and Christopher Kirk for alleged Lanham Act Violations, Misappropriation of Trade Secrets, Trademark Infringement, Invasion of Privacy, and Tortious Interference with Contract. - October 20, 2015 - Everest Companies

Local Financial Advisor and Author Donates $7,000 to Charities

Over the course of the last two years, Gary S. Williams, CFP® has donated a total of $7,000 to the Brigance Brigade (which raises funds to assist those with ALS), the Y of Central Maryland, Augie’s Quest (which funds ALS research), and the SPCA of Maryland. All profits from sales of his... - October 18, 2015 - Williams Asset Management

Ephraim Global CIO Discusses Frontier Markets at EG Emerging Markets Conference

Risk can be analyzed in a top-down fashion says Seth Mantell at Ephraim Global Emerging Markets Conference. - October 18, 2015 - Ephraim Global

Ephraim Global Research Shows That Vacation Planning Takes Precedence Over Education and Retirement

According to a recent Ephraim Global study regarding the savings attitudes of its investors, 26% of the respondents replied that they allocate more time to planning a vacation as opposed to planning for retirement (22%) or the cost of education (19%). - October 16, 2015 - Ephraim Global

Ephraim Global Announces Increase in New Investor Numbers

Ephraim Global reports that the number of new clients has surged despite the volatile conditions of the international markets. - October 14, 2015 - Ephraim Global

Kerstin Soderstrom Steps Down as Director of Human Resources at Ephraim Global

Corporate veteran hands over responsibilities after a sterling 9-year career. - October 11, 2015 - Ephraim Global

Key Media Announced as 2015 Publish Awards Finalist

Boutique business media company Key Media has been recognised as a finalist in the 2015 Publish Awards. From a competitive pool of over 270 entries, Key Media has received five finalist nominations across four categories: • Business Publishing Company of the Year • Event of the Year... - October 10, 2015 - Key Media

Ephraim Global Introduces Retirement Revenue Fund Series

Ephraim Global, the Tokyo-based asset management company, had announced today the introduction of the Ephraim Global Retirement Revenue Fund series created to assist defined contribution participants progress from capital accumulation to spending during retirement. - October 07, 2015 - Ephraim Global

Ephraim Global PRS Survey Reveals That Younger Clients Are Willing to Work During Retirement

A new study from Ephraim Global reveals that an important percentage of clients between the ages of 25 to 55 (71%) are planning to work during their pension years, whether full time or part time, and mostly voluntarily, not out of financial considerations. - October 03, 2015 - Ephraim Global

Protect Your Online Privacy and How Much Personal Information Data Brokers Gather About You

Data brokers gather personal details without your knowledge, using the collected data to create customized ads and web pages that speak to your interests. If you don’t want your personal details scattered around the Internet, follow these tips to limit you and your family’s exposure. - October 02, 2015 - Paäge et Cie

Ephraim Global Launches Two New Funds

Ephraim Global has announced today the launch of two new funds within its income solutions range which will complement currently existing strategies. - October 02, 2015 - Ephraim Global

PRIX Index Oil Market Supply Side Forecast

Will the world's biggest oil exporters finally curb their output, causing the oil price to bounce? - October 01, 2015 - PRIX index

Ephraim Global Appoints Nathan Levesque as Director of International Research

Ephraim Global, the Tokyo-based asset management company, has announced today the appointment of Nathan Levesque as Director of International Research, effective September 28. - September 30, 2015 - Ephraim Global

Ephraim Global Prolongs Record Date for Its Charitable Offerings Project

Ephraim Global, the Tokyo-based asset management company, has announced today it has prolonged the record date for its Charitable Offerings project to November 30, 2015 from September 30, 2015. - September 27, 2015 - Ephraim Global

Coquest Advisors Launched to Tap Best-in-Class Trading Managers

Coquest Advisors, a division of Dallas-based Coquest, Inc, one of the largest independent introducing brokers in the United States, has been launched under the leadership of former Altegris exec Max Eagye to use the firm's new research and due diligence arm to find the best commodity trading advisors for client portfolios. - September 25, 2015 - Coquest Inc.

Ephraim Global Study Reveals Communication Impediments Between Couples and Their Consultants

According to an Ephraim Global study, financial consultants face significant communication issues which can lead to a deterioration of business relations when a life partner dies or a marriage ends among couples they are working on behalf of. - September 25, 2015 - Ephraim Global

Rappaport Wealth Management Releases the Rappaport Retirement Index. The Latest Reading on Inflation for Seniors.

The Rappaport Retirement Index scores is lowest level of inflation for seniors year to date. - September 24, 2015 - Rappaport Wealth Management

Ephraim Global Announces Funding to Broaden Children’s Food Program

Ephraim Global, the Tokyo-based asset management company, has announced an excess of $800,000 in contributions to food banks and humanitarian organizations across south and south-east Asia. - September 23, 2015 - Ephraim Global

Kristine d’Esterhazy of PARAGON Wealth Strategies in Jacksonville, FL Earns Chartered Special Needs ConsultantTM (ChSNCTM) Designation

Kristine d’Esterhazy, CFP® and Financial Advisor with PARAGON Wealth Strategies in Jacksonville, FL, has earned the Chartered Special Needs ConsultantTM (ChSNCTM) professional designation from The American College, Bryn Mawr, PA. The demand for financial advisors who understand the... - September 21, 2015 - PARAGON Wealth Strategies, LLC

PARAGON Wealth Strategies to Participate in Walk Now for Autism Speaks Resource Fair

PARAGON Wealth Strategies to Participate in Walk Now for Autism Speaks Resource Fair; Autism Walk is Saturday September 19th, 2015 at The Landing - September 21, 2015 - PARAGON Wealth Strategies, LLC

Affluent Couples Collaborate to Make Vital Financial Decisions, Says Ephraim Global Survey

According to a recent Ephraim Global survey, financially prosperous couples tend to cooperate more in matters that relate to retirement or other monetary issues than couples or families with an average household income. - September 19, 2015 - Ephraim Global

ARGI Financial Group Brings on Talented CPA Group

ARGI is proud to announce Chris Green, CPA, and Mark Brown, CPA, members of Emerald Advisors Group, LLC have joined ARGI’s Business Services Division. - September 18, 2015 - ARGI Financial Group

Ephraim Global Commences IT-Basics Individual Program

Ephraim Global, the Tokyo-based asset management company, has announced today the launch of its IT-Basics Individual Program, designed to offer aspiring IT graduates the opportunity to enhance their skills and work with one of the industry’s fastest growing enterprises. - September 18, 2015 - Ephraim Global

Lake County Adopts Advanced Elections Technology for Voter Check-in

New AskED® ePollbooks to improve voter experience and support extended Grace Registration and Same Day Voter Registration for Lake County, Illinois - September 18, 2015 - Robis Elections, Inc.

A Critical Comparison: P/E Ratio for Stock Market Valuation is Affected by Interest Rates, Inflation and Monetary Policies

Is it time to worry about another stock market bubble? With the SPX index hovering near an all-time high, it’s controversial whether stocks are over-valued, fair market, or under-valued. The Wall Street Challenger introduces MAPE, Monetary-Adjusted Price-Earnings ratio, built off of Shiller's widely accepted CAPE algorithm and improves traditional P/E ratio accuracy in signaling market tops or bottoms as a result of expected monetary policy effects. - September 17, 2015 - The Wall Street Challenger

Ephraim Global Research Reveals That Most Corporate Health Programs Are Inefficient

According to a recent Ephraim Global study, the relation between health and employee productivity is more apparent than ever though only a minute percentage of business leaders successfully implement effective health programs. - September 16, 2015 - Ephraim Global

Ephraim Global Appoints Blake Cartwright as Principal Strategist of International Marketing Services

Ephraim Global has announced today the appointment of Blake Cartwright as the principal strategist of international marketing services. - September 11, 2015 - Ephraim Global

Meridian Capital Management Finds Opportunity in Declining Energy Prices

Falling oil prices might have caused a general upheaval in the global economy but this could actually mean better opportunities for income smart investors. - August 23, 2015 - Meridian Capital Management

Meridian Capital Management Suggests Key Investment Strategies for Better Earnings

With receding global risks, the need for strategic investment to maximise profits, is on the rise. Meridian Capital Management, a Hong Kong based wealth management firm, has recently introduced an Investor’s Guide to help financial advisors, market analysts and clients focus on returning back... - August 23, 2015 - Meridian Capital Management

Meridian Capital Management Recommends Volatility Funds to Protect Portfolios

Long-term and efficient exposure to volatility can help investors make the best of varying market cycles explains the Hong Kong based advisory firm. - August 23, 2015 - Meridian Capital Management

CTA Challenge Participants in Final Stretch of 2015 Competition

The CTA Challenge is a year-long real time trading contest that tests the grit of commodity trading advisors against their peers. This year's CTA Challenge, hosted by Coquest Inc., is in its final stretch but is too close to call with a strong competitive slate of traders taking part. - August 22, 2015 - Coquest Inc.

Recent Headlines Within Asset Management

Recent Headlines
Within Asset Management