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Within Asset Management
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
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
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
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
Creekside Financial Advisors Expands to Manage Tremendous Growth
Cleveland financial management firm, Creekside Financial Partners, adds client service devotee, Kath Lepole to growing team. - April 10, 2015 - Creekside Financial Advisors, LLC
Gary Williams CFP®, CRPC®, AIF® Renews His Membership with the Financial Services Institute
FSI Advocates for Main Street Americans’ Access to Objective, Affordable Financial Advice. - April 04, 2015 - Williams Asset Management
Coral Gables Asset Management Launches New Long-Short Hedge Fund
Fund introduces quantitative strategies based on geographical information dispersion and industry-level political sensitivity. - March 23, 2015 - Coral Gables Asset Management
Retirement Plan Advisors Launches SponsorPlus
Fiduciary Support for Plan Sponsors Managing Retirement Plans - March 21, 2015 - Retirement Plan Advisors
BancdeOptions Now Offers a Debit MasterCard for Easy Deposits and Withdrawals
New deposit and withdrawal method now offered at BancdeOptions. - March 19, 2015 - BancdeOptions
Capital Services' Asset Generating Ability Powered 30 Percent Growth in 2014
Capital Services delivers proprietary score cards for banks and credit unions that enable them to manage credit card portfolios at an account level basis, enabling them to build a more profitable card asset. - March 19, 2015 - Capital Services
UrbanStar Capital Announces Expansion Plan with a Beijing, China Office in 2015 to Support Business Growth
UrbanStar Capital and the UrbanStar group of companies, a Canadian real estate asset management and investment firm, announced today a new strategy to develop an office in Beijing, China. Plans to develop operations in Beijing were initiated by Dean Frank Gorenc, CEO of UrbanStar following their... - March 17, 2015 - none
Dean Gorenc of UrbanStar Capital Announces Opening of New Tokyo, Japan Office
UrbanStar Capital and the UrbanStar group of companies, a Canadian real estate asset management and investment firm, have opened a new office in Tokyo, Japan, strategically located in the prestigious business district of Hirakawa-cho, Chiyoda-ku. Plans to develop operations in Tokyo were initiated... - March 17, 2015 - none
Gary Williams Attends Exclusive Conference for Financial Advisors and Gives Back to Local Community
Gary Williams, President of Williams Asset Management, in Columbia, MD, gathered with a group of prominent financial advisors at Commonwealth Financial Network®’s Leaders Conference, held March 1–6, 2015, at the Four Seasons Resort Costa Rica at Peninsula Papagayo. The Leaders... - March 14, 2015 - Williams Asset Management
Chris Hobart Receives Charlotte Business Journal’s 40 Under 40 Award
Hobart Financial Group announces today that its founder and CEO, Chris Hobart, has been recognized by Charlotte Business Journal as one of Charlotte’s 40 under 40. The award recipients are 40 individuals under the age of 40 who are making major strides in their careers and having a positive... - March 13, 2015 - Hobart Financial Group
OeKB Selects Quantifi to Replace Existing Front-to-Middle Vendor Solution
Quantifi selected to modernise and streamline trade and risk management processes; OeKB able to dynamically monitor, report and identify risk, in real-time - March 13, 2015 - Quantifi
Crenshaw Asset Management to Head UK Commodity Derivatives Expo
Crenshaw Asset Management has announced that the company will be heading the UK Commodity Derivatives Expo in June 2015. - March 05, 2015 - Crenshaw Asset Management
Cedar Brook Financial Partners’ Howard Slater, MBA, MSFS®, ChFC®, CLU, Volunteers with College Now
Veteran financial advisor, Howard Slater, mentors students in Cleveland’s College Now college-prep program. - March 01, 2015 - Cedar Brook Financial Partners LLC
Teaching Dollars & Sense to Daughters
Tips on Raising Financially Strong Ladies in Honor of International Women’s Day. - February 28, 2015 - Hobart Financial Group
Fixed Income and Commodity ETFs/ETPs Globally Both Have 3rd Best Month Gathering Net Inflows in January 2015, According to New Research by ETFGI
ETFGI’s new research finds overall net new asset (NNA) flows in January were US$12.2 Bn. Net inflows of US$13.3 Bn into fixed income products and US$5.2 Bn of net inflows into commodity ETFs/ETPs globally ranked as the third largest months on record for both asset classes, while equity... - February 27, 2015 - ETFGI
Gordon H. Zink CPA, PA Certified Public Accounting Firm in Fort Myers Florida Launches New Website
The Gordon H. Zink CPA website offers individual and business tax information with an interactive approach to assist with personal and corporate day-to-day questions and decision-making tools that suit a wide range of financial needs. - February 26, 2015 - Gordon H Zink CPA
ARGI Celebrates 20 Years in Bowling Green with New Location, Upgraded Facilities
Recently, an expanding client base and additional staff made it necessary for ARGI’s Bowling Green office to find a larger space. - February 26, 2015 - ARGI Financial Group
Retirement Plan Advisors Launches New PortfolioPlus Model
PortfolioPlus Aggressive Equity Model Provides Investors Additional Market Opportunity - February 25, 2015 - Retirement Plan Advisors
BrightSpark Trading LLC Releases Stock Market Weekly Commentary for Week Ending 2-20-15
Artificial intelligence based real time based stock alert service scores major gains for clients in its second week of operations. - February 23, 2015 - BrightSpark Trading
Williams Asset Management Names Nicholas Ibello as Wealth Manager
Today, Williams Asset Management proudly announces that Nicholas A. Ibello has been named Wealth Manager, Associate Vice President. Mr. Ibello brings 5 years of industry experience to Williams Asset Management. “In this new role, Mr. Ibello will bring additional expertise and experience as... - February 22, 2015 - Williams Asset Management