Recent Headlines
Within Asset Management
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
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
The Globex Trading Room by NQ Trader
The Globex Trading featuring Chuck Whitman former 30 year CBOT member. - December 18, 2014 - NQ Trader
New Study Shows Personal Budget a Key New Year's Resolution for Charlotteans
Local Financial Expert Offers Tips for Conquering Resolution in 2015. - December 18, 2014 - Hobart Financial Group
Kentucky Represented in CFP Ambassador Program by ARGI Advisor
There are only 50 CFP Ambassadors this year - and only one from Kentucky. - December 18, 2014 - ARGI Financial Group
Leading New York Bankruptcy Lawyer Opens New Office in Manhattan
It is the second location for The Law Offices of Howard Warner, with its first located in Queens, NY. - December 16, 2014 - Law Offices of Howard Warner
Nolan Financial Sets High Industry Standard with Ninth Consecutive Unqualified SSAE 16 II Report
Nolan Financial has obtained the SSAE-16 II audit report with no exceptions noted for nine consecutive years. - December 15, 2014 - Nolan Financial
Randy Kricke to Host Safe Money and Income Radio Show
Financial Adviser Randy Kricke Discusses Safe Wealth-Building Strategies. - December 13, 2014 - Randolph Kricke
LockeBridge Advises STI on Sale to Sweden’s ADDvise Lab Solutions
LockeBridge, a Boston area investment bank announced that it has acted as the exclusive financial advisor to Surgical Tables, Inc. in its sale to Sweden's ADDvise Lab Solutions, AB. - December 06, 2014 - LockeBridge Capital Partners
World's Largest Bitcoin Project Now Seeking Venture Capital
CurrencyEvolution.com, the world's largest Bitcoin project, is exiting stealth-mode today after twelve months of strategic acquisitions and development and officially seeking venture capital funding. - December 04, 2014 - currency evolution
MILSTE's The Taiwan International Banking Award Ceremony 2015
MILSTE’s The Taiwan International Banking Award Programme is the most transparent, prestigious and respected consumer banking awards programme in Taiwan. MILSTE evaluated all the country’s banks’ consumer banking accomplishments, capabilities, and technologies with our International Board of Judges and our team of analysts in Beijing, Shanghai, Hong Kong and Singapore. The winners were determined through a thorough evaluation of the submission and interviews. - December 04, 2014 - MILSTE
Hobart Financial Group Adds Jobs, Experiences Growth
Local financial advisory firm, Hobart Financial Group, announced today the addition of several new roles to its firm headquartered in Ballantyne. Corey Sunstrom and Melissa Colley have joined as associate advisors and Karen Holland has entered into a strategic partnership with Hobart. “With... - November 26, 2014 - Hobart Financial Group
Study Shows Financial Health Ranks High on Charlotteans' "Thankful" List
Local Financial Advisor Provides Checklist to Help Identify Risk Areas & Maintain That Security - November 26, 2014 - Hobart Financial Group
BancdeOptions to Open New Office in Singapore
It’s official, BancdeOptions CEO is announcing the opening of its second representative office since the beginning of the year in Singapore, the first being in Hong Kong for the Asian market. Sam Perkins, BancdeOptions VP for Business Development who is just returning from Hong Kong is... - November 24, 2014 - BancdeOptions
Dual Momentum Investing is the Winner of a USA Best Book Award
USABookNews.com announced the winners and finalists of the 2014 USA Best Book Awards on November 12, 2014. Judges selected over 400 winners and finalists in 100 categories for titles published in 2012-2014 from over 2000 entries from mainstream and independent publishing houses. - November 22, 2014 - Dual Momentum
VisionQuest Wealth Management Celebrates Griggs Capital Management Acquisition
VisionQuest Wealth Management recently acquired Griggs Capital Management of Charlotte NC. A celebration was held at Rolling Hills Country Club on Wednesday, November 12th. - November 19, 2014 - VisionQuest Wealth Management
Mindfulness is the New Weapon Against Obesity
White Plains Group Uses Small Changes to Get Big Results - November 16, 2014 - Integrated Peace Arts
Ford A. Grifo of Grifo & Company, PLLC is a BEST of michbusiness Award Winner
Ford A. Grifo and nearly 100 other honorees in various categories will be celebrated in grand style at the michbusiness Award’s version of the Oscars, sponsored by the Michigan Business and Professional Association. Ford A. Grifo will be honored in the category of “The CPA That Adds Up." - November 15, 2014 - Grifo & Company, PLLC
The "Women Taking Control" Financial Seminar Series Presents "Philanthropic Giving”
"Philanthropic Giving: The Gifts That Keep on Giving" Seminar Will be Held November 20, 2014, in Sarasota, Florida. - November 13, 2014 - Suncoast Advisory Group
ZarVic Brothers LLC to Issue 8% Senior Secured Notes
ZarVic Brothers LLC will privately offer senior secured notes 8% due 2020 to qualified institutional and private investors. - November 12, 2014 - ZarVic Brothers LLC
Books-A-Million to Hold Signing for Local Author Gary Williams
Gary Williams will be signing his retirement planning book, "The Art of Retirement," at the Hanover, MD Books-A-Million location on December 14, 2014 between 2:00PM and 4:00PM. "The Art of Retirement," with Foreword by former San Francisco 49er, NFL Legend and Hall of Famer,... - November 09, 2014 - Williams Asset Management
J.P. Turner’s Ronald Eiger Participates in Baby DJ Toy Drive
Ronald Eiger will have a drop off location at his office for the community to donate toys. - October 26, 2014 - J.P. Turner & Company, LLC
J.P. Turner’s Ronald Eiger Organizes Local Food Drive
Ronald Eiger will be working with local businesses to organize a food drive. - October 22, 2014 - J.P. Turner & Company, LLC