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Within Asset Management
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
J.P. Turner’s Ronald Eiger Teams Up with the Ronald McDonald House
Ronald Eiger will be hosting a dinner for the families in one of The Ronald McDonald Houses this Halloween. - October 19, 2014 - J.P. Turner & Company, LLC
New Disputes Won Over UDRP Domain Names by Attorney Steven Rinehart
An announcement from Steven Rinehart today confirms that several new UDRP domain name disputes were successfully won. - October 17, 2014 - Steven Rinehart - Utah Patent Attorney
Raleigh Wealth Management Company Announces Merger with Charlotte Based Wealth Management Company
Raleigh NC based VisionQuest Wealth Management has merged with Charlotte NC based wealth management company Griggs Capital Management. - October 17, 2014 - VisionQuest Wealth Management
In Need of More Than Just a Financial Advisor? New Jersey’s Ventura Wealth Management to Sponsor the 9th Annual Wine & Food Tasting Fundraiser.
Ventura Wealth Management is proud to announce that this year they will be attending the 9th Annual Wine & Food Tasting Fundraiser as a burgundy sponsor for PEI Kids. - October 17, 2014 - Ventura Wealth Management
New Patents Issued to local Utah Clients by Attorney Steven Rinehart
In an announcement from Steven Rinehart today, he has helped several clients to obtain new patents for everything from electronic components to fuel technologies. - October 16, 2014 - Steven Rinehart - Utah Patent Attorney
J.P. Turner Financial Advisor, Clint Gharib, Recognized with “Fast Growth Entrepreneur Large” Award
Clint Gharib received the “Fast Growth Entrepreneur Large” Award during the Get Real Conference in New York. - October 15, 2014 - J.P. Turner & Company, LLC
The Tour de Finance Forum 2014 – Returns to Italy in October
The Spectrum IFA Group and Le Tour de Finance 2014 is back for its autumn tour and this time they are visiting the East coast of Italy and returning to Tuscany. - October 15, 2014 - The Spectrum IFA Group
J.P. Turner’s Ronald Eiger is Making Strides Against Breast Cancer
Ronald Eiger is sponsoring a team for the Making Strides Against Breast Cancer 5K. - October 15, 2014 - J.P. Turner & Company, LLC
J.P. Turner’s Ronald Eiger Sponsors Team for Local Race
Ronald Eiger sponsors a team to compete in the 1 Step Can Make A Difference Orlando Climb. - October 12, 2014 - J.P. Turner & Company, LLC
Innovative Advisory Group Proposes a Solution to the Excessive Risk-Taking and Moral Hazard Problem at the Too Big to Fail Banks and Financial Institutions
Six years after the global financial crisis, the problem of moral hazard and excessive risk-taking at too big to fail banks and financial institutions has not been fixed. Kirk Chisholm at Innovative Advisory Group proposes a permanent solution. - October 10, 2014 - Innovative Advisory Group
J.P. Turner’s Ronald Eiger Volunteers with Local Charity Organization
Ronald Eiger volunteers at the Headdress Ball to raise money for HIV/AIDS treatment. - October 10, 2014 - J.P. Turner & Company, LLC
J.P. Turner Employees Volunteer in Support of Homeless Pets Foundation
J.P. Turner employees spend their time volunteering at a Homeless Pets Foundation Adoption Day. - October 08, 2014 - J.P. Turner & Company, LLC
Belvoir Cambridge Embrace Brand Refresh
Belvoir Cambridge welcomes franchise rebrand which will help promote buy-to-let services and forthcoming sales department. - October 03, 2014 - Belvoir Cambridge
Gary Williams Signs at Greetings & Readings
Gary Williams President of Williams Asset Management in Columbia, MD, will be signing his retirement planning book at Greetings & Readings on October 18, 2014 between 3:30-5:00 pm. - September 29, 2014 - Williams Asset Management
"Women Taking Control" Seminar Series Presents "Savvy Social Security Planning"
Wealth Advisor Sandy Keir of Suncoast Advisory Group in Sarasota, Florida, Offers Financial Seminars for Women Professionals and Entrepreneurs - September 28, 2014 - Suncoast Advisory Group
Asset Connectors Benefits the Economy - Companies Using Asset Connectors Provides Assistance in Benefiting the Economy from All Walks of Life
Asset Connectors Receive Praise for Stimulating the Economy. - September 26, 2014 - Asset Connectors
J.P. Turner Financial Advisor, Clint Gharib, Receives 2014 Five Star Wealth Manager Award
Clint Gharib, Founder of The Gharib Group, receives Five Star Wealth Manager award for excelling in customer satisfaction. J.P. Turner & Company, LLC is pleased to announce that Clint Gharib, J.P. Turner advisor and Founder of The Gharib Group, will be featured in the October issue of Atlanta Magazine as a 2014 Five Star Professional for excelling in customer satisfaction. - September 24, 2014 - J.P. Turner & Company, LLC