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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
Gary S. Williams, CFP®, CRPC®, AIF® Donates More Copies of The Art of Retirement to Soldiers Stationed Abroad
Gary Williams, an independent financial advisor and Founder and President of Williams Asset Management in Columbia, MD, has donated an additional 200 books to HeroBox. Williams’ book, The Art of Retirement will be placed in care packages and then sent to soldiers fighting across the world. - September 19, 2014 - Williams Asset Management
New Jersey’s Ventura Wealth Management Sponsors Point Pleasant Education Foundation at the Manasquan River Golf Club
In 1992, the Point Pleasant Beach Public Education Foundation was formed in order to provide grants to students for learning opportunities that would otherwise not be budgetarily possible. - September 18, 2014 - Ventura Wealth Management
Launch of NextGen Financial Planning Firm
NextGen Wealth is taking financial planning to the next generation. - September 16, 2014 - NextGen Wealth
Cedar Brook’s Rebecca Bar-Shain, CFP®, MBA, is Selected by Women’s Choice Award® as One of Top Financial Advisors in the U.S.
National organization recognizes Cleveland’s Rebecca Bar-Shain as one of an elite group of financial advisors who effectively serve women clients. - September 12, 2014 - Cedar Brook Financial Partners LLC
CCR Wealth Management Expanding Team
CCR Wealth Management, a Westborough, MA based financial services firm recently hired Tara Rice as a Client Service Specialist. - September 12, 2014 - CCR Wealth Management
Public Sector Baby Boomers Risk Having Their 457 Plans Drained by Out-of-Control Long-Term Care Costs
The #1 threat to 457 plans is high long-term care expenses - and only a handful of government workers & retirees are preparing for them. - September 12, 2014 - Public Retirement Planners, LLC
Innovative Advisory Group’s Rajeev Kotyan on Panel Discussion at 2014 REISA Conference About Alternative Investments
Innovative Advisory Group is an independent registered investment advisory firm specializing in alternative investments in Self Directed IRAs. - September 11, 2014 - Innovative Advisory Group
NPR Interviews Owner of Public Retirement Planners About Philip Seymour Hoffman and Trust Fund Kids
The celebrated late actor didn’t want his children considered "trust fund kids" - but they just may be after all. - September 04, 2014 - Public Retirement Planners, LLC
Le Tour de Finance Returns in October 2014
The Spectrum IFA Group together with Le Tour de Finance are returning for a series of events this October in France. - September 04, 2014 - The Spectrum IFA Group
Firm Offers Tools to Help Financial Planners Engage Millennials
As more and more Millennials eschew traditional financial planners to go it alone or use computer-based algorthims, Kevin Newton of Newton Impact Group LLC offers a way for financial planners to make real inroads with this demographic. - August 27, 2014 - Newton Impact Group
J.P. Turner Employees Provide School Supplies to Atlanta Teenagers in Need
J.P. Turner employees raised enough money to donate school supplies to all of the teenagers served by HOPE Atlanta. - August 24, 2014 - J.P. Turner & Company, LLC
Cloud Income Properties Announces Joint Venture with Tale Chaser Publishing Inc. and The Abundance Group LLC
Headquartered out of Phoenix, AZ, Cloud Income Properties Inc. is excited to announce the signing of a Joint Venture Partnership Agreement with Tale Chaser Publishing Inc., and The Abundance Group LLC. - August 23, 2014 - Cloud Income Properties Inc
DigitalTangible Changes Online Gold Investing with New Distributed Custodian Network
DigitalTangible has partnered with leading gold dealers and precious metals depositories to launch the world’s first provably-linked physical gold coins attached to the Bitcoin Blockchain, creating both a new and growing global market for gold bullion accessible via Bitcoin or cash and a new... - August 15, 2014 - DigitalTangible
2014 Global Custodian Hedge Fund Administration Survey Scores Increased Rankings for Conifer
Bucking the Trend of Declining Industry Scores for Single Strategy Managers is stalwart Conifer Financial Services. - August 14, 2014 - Conifer Financial Services
Albuquerque-Based Firm, Hicks Advisory Group, Declares August as "Social Security Awareness" Month
This August marks the 79th anniversary of the signing and passing of the Social Security Act of 1935, a monumental and historic program designed to provide steady and sustainable income for retirees. Unfortunately, far too many retirees do not understand how Social Security works, and lack of... - August 13, 2014 - Oakmont Advisory Group, LLC
Asset Allocation – Florida Retirement Advice from Ventura Wealth Management
Investing can be a risky venture for many people, which is why it is necessary to minimize risk and maximize profit by creating a personalized investment portfolio. - August 13, 2014 - Ventura Wealth Management
Williams Asset Management Broker/Dealer, Commonwealth Financial Network®, Receives Highest Ranking in J.D. Power Study
For the fourth time running, J.D. Power ranks Commonwealth Financial Network® “Highest in Independent Advisor Satisfaction Among Financial Investment Firms.” Commonwealth is the largest privately held independent broker/dealer–RIA in the United States. Williams Asset... - August 11, 2014 - Williams Asset Management
LockeBridge Advises UTEC Constructors Corp. on Sale to FR Utility
LockeBridge, a Boston based investment bank focused on mergers, acquisitions, capital raises and valuations announced today that it has acted as the exclusive advisor to UTEC Constructors Corporation on its sale to FR Utility Services. - August 10, 2014 - LockeBridge Capital Partners