Recent Headlines
Within Asset Management

Howard Gottlieb Listed in Top 10 of Long Term Care Specialists in Nation

Every year the American Association for Long-Term Care Insurance lists the nation's top specialists in LTC Planning. Howard Gottlieb, a 15 year veteran with LTC Insurance Consultants was listed among the nation’s top 10. - August 20, 2015 - LTC Insurance Consultants

RPA Partners with BUILD Chicago for Summer Internship Program

Six Week Program Helps Youth Gain Professional Work Experience - August 19, 2015 - Retirement Plan Advisors

Meridian Capital Management to Take Part in Emerging Markets Forum 2015

Meridian Capital Management announces the participation of their team in the anticipated "Emerging Markets Forum 2015" to be held in Hong Kong late 2015. - August 19, 2015 - Meridian Capital Management

World Long-Drive Champion Tim Burke Joins VisionQuest Wealth Management

VisionQuest Wealth Management announced today that Tim Burke has joined the firm as Managing Director of service activities in Orlando, Florida. - August 18, 2015 - VisionQuest Wealth Management

New Survey Shows Expected Growth in the Financial Markets

A recently conducted survey by Meridian Capital Management displays a confident outlook for market growth. - August 15, 2015 - Meridian Capital Management

Meridian Capital Management Announce the Hiring of More Than 20 FSA’s

Meridian Capital Management the Hong Kong based investment brokerage is making headway with the firm's efforts to expand its personal solutions advisory service. - August 15, 2015 - Meridian Capital Management

Meridian Capital Management Introduces Two New Algorithm’s for Its Futures Trading Arm

Meridian Capital Management, the Hong Kong based investment firm, is pleased to introduce two new execution algorithms to meet the growing demand for its Futures trading arm. The latest update to their trading software release includes new algorithms, which can now be used to achieve a broader set... - August 15, 2015 - Meridian Capital Management

Meridian Capital Management Names Timothy Bass Chief Data Officer

Timothy Bass joins the Hong Kong based investment brokerage as chief data officer. - August 15, 2015 - Meridian Capital Management

Van Ecker/Couder & Associates Announce New Appointments of TEG

The Board of Van Ecker/Couder & Associates (VECA) is pleased to announce the appointment of three new members to the VECA Technical Expert Group (TEG). - August 14, 2015 - Van Ecker Couder Associates

13,000 TiE Global Entrepreneurs to be Linked Through a Mobile Solution by TrueFinancial™

TrueFinancial™ Technologies, Inc. has been contracted by TiE Global to build a complete mobile solution using their TrueNative™ Platform. TiE Global is the world’s largest entrepreneurial network with 13,000 members across 60 chapters in 18 countries. TrueFinancial™ Technologies specializes in building native mobile apps for investor relations and business communications covering Apple, Android and Windows. - August 13, 2015 - TrueFinancial Technologies

St. Louis Financial Company Changes Name

New name launches firm into the next generation. - August 06, 2015 - Detalus

COL E Dryden Pence III Executes Change of Command

On Saturday July 11th, 2015, Founder and Principal of Pence Wealth Management, COL E Dryden Pence III, executed a Change of Command of the US AFRICA COMMAND ARE with his successor. COL Pence was the initial Commander of one of the nation's newest Brigade Level Commands. The unit now carries out... - July 25, 2015 - Pence Wealth Management

Van Ecker Couder Associates Announce Expansion Program

Brussels-based investment firm, Van Ecker Couder announce their plans for future expansion. - July 24, 2015 - Van Ecker Couder Associates

Ryan Hart Joins Coquest Inc. as Director of Research, Portfolio Manager

Ryan Hart, CFA, CAIA, joined Coquest Inc. as Director of Research and portfolio manager. Formerly with Altegris Advisors, Mr. Hart will find and perform due diligence on new managers to add to Coquest client portfolios. - July 23, 2015 - Coquest Inc.

Robert Gaan of Christopher Weil & Company Honored for Philanthropic Contributions to the San Diego Youth Symphony and Conservatory

Financial advisor nominated by the SDYS for the Invest in Others Community Leadership Awards - July 14, 2015 - Christopher Weil & Company

Brand New Safe Deposit Centre in Manchester City Centre

The Safe Deposit Centre is Manchester’s newest Safety deposit centre and has just opened its doors to the public. The Safe Deposit Centre are offering their customers the cheapest, best value and most secure safe deposit boxes in the North West. The owners of The Safe Deposit Centre have a... - July 13, 2015 - The Safe Deposit Centre Manchester

Mercurio Wealth Advisors Selected for "Who to Know in Wealth Management"

Alan Mercurio selected for “20 People to know in Wealth Management.” - July 11, 2015 - Mercurio Wealth Advisors

Infinata Announces Latest Release of Retirement PlanVision with Integrated Morningstar Data

Robust Solution Leverages Audit Reports in Addition to Form 5500 - July 11, 2015 - Infinata

Marlton Financial Adviser Named as Tops in the Country by the Financial Times

Meyer Capital Group, a fee-only independent Registered Investment Adviser(RIA), is pleased to announce that it has been named to the Financial Times Top 300 Registered Investment Advisers list for 2015. The list recognizes top independent RIA firms from across the U.S. This is the second annual FT... - July 10, 2015 - Meyer Capital Group

ARGI Moves to New Location to Advance Services and Amenities for Clients and Community

ARGI Financial Group’s new location at 2110 High Wickham Place is only one mile from its previous location on Stanley Gault Pkwy, but is miles ahead in its ability to service clients’ needs. A growing demand for services by existing clients and the community has guided ARGI’s... - July 09, 2015 - ARGI Financial Group

Long Island Investment Advisor Howard Ginsberg, CPA Honored at Cetera Financial Specialists

Howard L. Ginsberg, CPA of Ginsberg Wealth Management LLC located in Roslyn, Long Island NY was recently honored as one of Cetera Financial Specialists’ top advisors at the firm’s annual Connect conference. Ginsberg was one of only two individuals in New York State to ever receive this... - July 04, 2015 - Ginsberg Wealth Management

Coral Gables Asset Management Appoints Ms. Elizabeth Fugler as Director of Business Development and Client Service

Coral Gables Asset Management has hired Ms. Elizabeth Fugler as CGAM’s Director of Business Development and Client Service. In her new role, Elizabeth has senior responsibility for the firm’s business development and client service group. She brings over 15 years of experience in... - July 02, 2015 - Coral Gables Asset Management

Clearwater Options to Open Hong Kong Trading Office

Clearwater Options have announced that as part of the company’s expansion strategy the firm will be opening its first Asian trading office by early 2016. - June 27, 2015 - Clearwater Options

Alex Stewart to Return to Clearwater Options in 2016

Clearwater Options have confirmed that Alex Stewart will be returning to the firm to run the company’s corporate trading division in 2016. - June 27, 2015 - Clearwater Options

Christian Hinz to Head Clearwater Options Currency Trading Department

Clearwater Options announce that Christian Hinz will be joining the London based commodity trading advisory firm in September 2015. - June 27, 2015 - Clearwater Options

Albuquerque Company Becomes Oakmont Advisory Group

After many successful years, the Hicks Advisory Group proudly announces their official company name change to Oakmont Advisory Group. - June 26, 2015 - Oakmont Advisory Group, LLC

MENAGERIÉ Announced Investment by Secore Finanz

MENAGERIÉ announced today that Secore Finanz has acquired a meaningful 12 month equity position in MENAGERIÉ. Roman Sipe, Owner & Head Of Design commented, "We are very happy to welcome Secore Finanz as a partner in the development of our current project. Secore Finanz's... - June 16, 2015 - Secore Finanz

Sky Fund Launches Investable Index of Alternative UCITS Funds

Asset management firm Sky Fund has entered into an advisory agreement with a European bank for a new, actively-managed index of liquid alternative UCITS funds called SkyRank Navigator. Sky Fund and the issuing bank have launched a 10-year note that is linked to the performance of the SkyRank... - June 11, 2015 - Sky Fund LLC

TrueFinancial Technologies Emerges from Stealth Mode with Full Suite of Investor Relations and Business Communications Mobile Apps

TrueFinancial Technologies emerges from stealth mode with a full suite of investor relations and business communications mobile apps. Besides being the most innovative company in the space covering 100% of the market place in a native environment sets TrueFinancial apart. - June 10, 2015 - TrueFinancial Technologies

CWC Managing Director Robert Gaan Presented with Conductor’s Award by the San Diego Youth Symphony and Conservatory

Financial services firm’s managing director recognized for his efforts to help make music education accessible and affordable to all youth in San Diego and beyond. - June 08, 2015 - Christopher Weil & Company

RPA Hosts 2nd Annual Defined Contribution Retirement Plan Committee Seminar

Seminar Helps Committee Members Satisfy MO Trustee Education Requirement. - June 06, 2015 - Retirement Plan Advisors

Marco Polo New World Launches Direct FX Markets Access

Marco Polo New World is pleased to announce the launch of MPFX™ - their new platform that provides access to FX liquidity from both bank and non-bank sources. If you would like an opportunity to learn more about this, please contact the Marco Polo New World sales team for further details. - June 03, 2015 - Marco Polo New World

Norbert Mach – 1.5 Trillion Yuan Injected Into Chinese Markets

Chinese markets fluctuate, as investors weigh up next move. - May 29, 2015 - Norbert Mach

Retirement Plan Advisors a Featured Presenter at GFOA NJ Conference

RPA Introduces SponsorPlus to Conference Attendees - May 29, 2015 - Retirement Plan Advisors

Williams Asset Management Offering Complementary Social Security Analysis

Gary Williams, CFP®, Founder of Williams Asset Management in Columbia, MD, will be offering a complementary Social Security analysis to residents of Howard County and its neighboring counties who are near retirement. “This is an important topic as more and more people transition into... - May 21, 2015 - Williams Asset Management

Cedar Brook Financial Partners’ Howard Slater, MBA, MSFS®, ChFC®, CLU, Completes Another Year of Teaching Financial Literacy to Teens

Cleveland financial advisor, Howard Slater, served as a Junior Achievement volunteer and entrepreneur mentor for high school students. - May 16, 2015 - Cedar Brook Financial Partners LLC

Another Charlotte-Based Acquisition for VisionQuest Wealth Management

As it continues its drive toward regional Southeast dominance, VisionQuest Wealth Management, LLC has purchased LPL's Charlotte-based Advisory Practice, Tippet Group, Inc. managed by Harold Soutier Sr. and Harold Soutier, Jr. - May 08, 2015 - VisionQuest Wealth Management

"What if" Startup Investing Will Never be the Same? SumuFund Files for Registration of Public Fund That Will Allow Millions of Americans to Invest in Startups.

SumuFund files for registration of public fund that will allow millions of Americans to invest in startups. - May 05, 2015 - SumuFund, Inc

Warrington Asset Management Expands Beyond Morgan Stanley Legacy

Warrington Asset Management has separated from Morgan Stanley and is now open to new clients. Headed by Texan Scott Kimple, Warrington has an 18-year track record, with an average compounded return of 11%. - May 03, 2015 - Warrington Asset Management

Morton Capital Management Recognizes Santa Barbara's Teri Gabrielsen, Warrior for Girls’ Education, First Honoree in "Women Making Waves Campaign"

Morton Capital Management has partnered with Santa Barbara Life & Style Magazine, luxury Montecito boutique Allora by Laura, and Shine Blow Dry Bar to produce bimonthly fashion spreads over the course of a 12-month period that profile Santa Barbara women “making waves” around the world and locally. Representing a diversity of backgrounds and experience, each woman featured will embody the courageous pursuit of challenging the status quo and creating positive social change. - April 30, 2015 - Morton Capital Management

Crenshaw Asset Management - United States Oil Market Trading Report 2015

Crenshaw Asset Management announces the public release of the firms "United States Oil Market Trading Report 2015." - April 30, 2015 - Crenshaw Asset Management

Millenia Commercial Real Estate’s Eric Ramirez Receives 2014 CoStar Power Broker Award

Commercial Real Estate’s Leading Independent Information Provider Recognizes Market’s Top Leasing and Sales Brokers. - April 21, 2015 - Millenia Commercial Real Estate

CWC Income Properties 3, LLC Announces $5.4M Purchase of Office Building in Carmel Valley/Del Mar

Private equity fund invests in commercial property located on El Camino Real. - April 21, 2015 - Christopher Weil & Company

John Huber and Associates Awarded in the 2015 Corporate INTL Awards

John Huber and associates was recently recognised and awarded by Corporate INTL as “Boutique Tax Advisory Firm of the Year Malta” for 2015. - April 16, 2015 - John Huber and associates Tax Consultants

VisionQuest Welcomes Eric in a Marketing and Operations Role

VisionQuest Wealth Management is pleased to announce the hiring of Operations Specialist, Eric Lilie, to its Raleigh office. Eric previously interned at the firm over the summer of 2012 and is pleased to be coming back in a full-time capacity for the firm. - April 15, 2015 - VisionQuest Wealth Management

Recent Headlines Within Asset Management

Recent Headlines
Within Asset Management