Recent Headlines
Within Asset Management

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

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

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

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

Cedar Brook Financial Partners’ Howard Slater, MBA, MSFS®, ChFC®, CLU, is Recognized for His Tremendous Volunteer Work

Veteran Cleveland-based financial planner, Howard Slater, teaches Laurel School and Fuchs Mizrachi School students financial literacy life skills. - February 20, 2015 - Cedar Brook Financial Partners LLC

Grant Becker Associates Chalks Up Another Successful Year of CSR Activities

Grant Becker Associates, a Brussels-based brokerage company, raised €40,000, donated 85 Litres of Blood and planted 550 Trees in another successful year of CSR (Corporate Social Responsibility) activities, all down to the continued commitment of its employees. In the last year, Grant Becker... - February 20, 2015 - Grant Becker Associates

Grant Becker Associates Consolidates Recent Successes with Forecast for a Huge Year in Pre-IPO Equities

Following on from the successful expansion of their institutional and retail client division, due in large part to their involvement in the hugely profitable Pre IPO, Alibaba, Grant Becker Associates CEO, Pascal De Becker said "We are creating a niche for ourselves through our team of... - February 20, 2015 - Grant Becker Associates

BrightSpark Trading Releases Inaugural Weekly Update

Company publishes stock market analysis for week ending 2-13-15. - February 18, 2015 - BrightSpark Trading

MILSTE Published The Blueprint to Banking in Taiwan 2015 Magazine

MILSTE published the first publication that comprehensively out captures the main trends, challenges and opportunities that are emerging in Taiwan’s banking industry, called The Blueprint to Banking in Taiwan 2015. The Blueprint to Banking in Taiwan 2015 magazine focuses on the unique... - February 17, 2015 - MILSTE

BrightSpark Trading Announces the Launch of a Complete Stock Trading Signal Service Utilizing a Proprietary Artificial Intelligence Engine to Retail Traders/Investors

Noted algorithm creators (benhur33) deliver a unique proprietary risk adverse stock trading system typically resulting in explosive short term price appreciation for its clients. - February 13, 2015 - BrightSpark Trading

Gary Williams Attends Prestigious Chairman’s Retreat 2015

Gary Williams, Founder and CEO of Williams Asset Management in Columbia, MD, gathered with a group of leading financial advisors invited to participate in Commonwealth Financial Network®’s Chairman’s Retreat, January 10–13, 2015, at the Mandarin Oriental in Miami, Florida. - February 12, 2015 - Williams Asset Management

Dusty Bowers Joins Capital Services as Vice President of National Sales

Credit union veteran, Dusty Bowers, signs on with Capital Services to drive card processing sales within credit union industry. - February 11, 2015 - Capital Services

Pension Consultants Included in PLANADVISER’s Top 100

Pension Consultants, Inc., a leader in offering in-depth, un-conflicted advice on every aspect of retirement plan management, was recently recognized as one of the country’s Top 100 Advisers of 2015 by PLANADVISER. PLANADVISER, a nationally recognized and leading resource for advisers and... - February 11, 2015 - Pension Consultants Inc

Move Over ETFs - Quantitative Finance Model Cracks Open Emerging Markets

Haugen Systems has produced and tested its first Emerging Markets version of the Haugen Expected Return Factor Model covering Central Asia, which includes China, India and Taiwan. Backtests of 7046 companies in the Central Asian region show returns of 45.8% in excess of the regional benchmark and 45.4% in excess of the S&P for the 15 year period ending December 31, 2014. - February 10, 2015 - Haugen Custom Financial Systems

Credit I Fix Has Launched a Groupon on February 04

Credit I Fix, a renowned name when it comes to offering credit repair and debt management services has launched a Groupon on February 04, 2015. The Groupon will be helping customers get services including a signup fee and credit repair services for one month. - February 08, 2015 - Credit I Fix

Jorge Padilla Appointed 2015 FPA Miami President

Jorge Padilla, Client Advisor for The Lubitz Financial Group, has been appointed as 2015 President of the Financial Planning Association (FPA®) of Miami. A Certified Financial PlannerTM, Mr. Padilla works in The Lubitz Financial Group advisory team to develop wealth planning strategies and... - February 07, 2015 - The Lubitz Financial Group

Pension Consultants' Research Analyst Wins 2014 Investment Outlook Contest for Best Oil Price Forecast

Pension Consultants, Inc., a leader in offering in-depth, un-conflicted advice on every aspect of retirement plan management, is proud to announce that Terry Daniels, Senior Research Analyst, was recently awarded the 2014 CFA Society St. Louis (CFA-STL) Bulls Eye for Crude Oil Spot Price. - February 06, 2015 - Pension Consultants Inc

New Study Shows Charlotte Couples Agree on Retirement Lifestyle

Financial Expert Outlines a Plan for Achieving that Vision - February 04, 2015 - Hobart Financial Group

JP Capital Fuels Manufacturing Growth and Job Creation

JP Capital Management is pleased to announce the recent investment into the expansion of one of their key holdings, Vista Window Company. This investment enables the opening of Vista’s Swainsboro, GA based manufacturing facility, a 57,000 square foot location that will house the fabrication and assembly of the company’s primary line of vinyl replacement windows. - February 01, 2015 - JP Capital Management

Rick Helbing and Sandy Keir of Suncoast Advisory Group Complete Purpose-Based Financial Planning Workshop

Purpose-Based Financial Planning Approaches Wealth Management in the Context of a Client's Overall Values and Life Goals - January 31, 2015 - Suncoast Advisory Group

Brazoria County Successfully Launches Use of Electronic Pollbooks

Brazoria County, TX adopts the AskED ePollbook to save voters time and taxpayers money in 2015 and 2016. - January 28, 2015 - Robis Elections, Inc.

SVA Consulting Launches New Website

SVA Consulting LLC is pleased to announce the launch of its fully-featured website www.svaconsulting.com. The new site contains business technology content that is relevant and understandable to company owners and C-level executives. The website is designed to assist executives who are looking to... - January 28, 2015 - SVA

Zoellner Whole Financial PLLC Partners with Mall Malisow PC, Moss Epstein PC and Capitas Financial to Educate Investors on Non-Correlated Investments

Zoellner Whole Financial PLLC sponsored an informational seminar about Non-Correlated Investments and brought along a CPA Firm, Elder Care Law Firm and Estate Planning Insurance Broker, to explain how Investors need Professional Advisors to make financial decisions with confidence. - January 26, 2015 - J.P. Turner & Company, LLC

FTF Announces the Sixth Annual Technology Innovation Awards

Awards Gala to be held at the Rainbow Room of 30 Rockefeller Plaza - January 23, 2015 - Financial Technologies Forum

ARGI Celebrates 20 Years in Financial Planning Industry: Attributes Success to Doing the Right Thing

ARGI celebrates 20 years of planning financial futures. - January 23, 2015 - ARGI Financial Group

Wine, Women & Wealth Workshop Set for February 19 in Sarasota, Florida

Join Suncoast Advisory Group for Wine and Cheese While Discussing Financial Issues of Interest to Women - January 22, 2015 - Suncoast Advisory Group

NEPC Welcomes Staten Island Firm

Northeast Planning Corporation is proud to announce that Joseph Biondolillo, of Biondolillo Financial Group has joined their Financial Services firm. Joseph is a proven industry leader in non-securities insurance strategies and advanced planning concepts, specializing in servicing some of the top... - January 14, 2015 - Biondolillo Financial

Barry Alvarez to Speak at Big Ten Luncheon on Jan. 24 in Sarasota, Florida

Former Football Coach and Current University of Wisconsin Director of Athletics Will be the Featured Speaker. - January 13, 2015 - Suncoast Advisory Group

Conrex Adds Two Senior Professionals

Connorex-Lucinda, LLC an institutional aggregator of single family rentals has brought on two senior professionals. Conrad Langenegger, Managing Director and Chief Operating Officer and John Halasz, Managing Director and Head of Capital Formation, Marketing and Investor Relations as it continues to expand its core business. - January 12, 2015 - Connorex Lucinda, LLC

Financial Life Planning Workshop for Women

Integrating Life Planning with Financial Planning - January 10, 2015 - Suncoast Advisory Group

JP Capital Group Continues to Reinvest Into Properties and Clients

According to JP Capital Management, successful asset growth often means reinvesting in a project, holistically. Such is the case with their recent investment into Summerfield Commons in Pittsburgh, PA. - January 07, 2015 - JP Capital Management

CWC Income Properties 2, LLC Announces $17M Purchase of Commercial Buildings and Land in Colorado and Oregon

Private equity fund invests in retail commercial property in Colorado and Oregon. - December 29, 2014 - Christopher Weil & Company

Nolan Financial Appoints James C. Bailey to Board of Directors

Nolan Financial is proud to announce that James C. Bailey has joined its Board of Directors. - December 23, 2014 - Nolan Financial

Gary Williams and Williams Asset Management Named One of Howard County’s Best Financial Advisors

Gary Williams, CFP®, President of Williams Asset Management in Columbia, MD, has been recognized as one of the area’s top financial advisors in The Baltimore Sun’s prestigious “Best of Howard 2014” list. The firm’s honorable mention in the “financial... - December 19, 2014 - Williams Asset Management

Recent Headlines Within Asset Management

Recent Headlines
Within Asset Management