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Within Asset Management
Cogs4Cancer and The Spectrum IFA Group
The Spectrum IFA Group have agreed to sponsor Lee Mutch for his epic ride from Ancona in Italy to Antibes, France in October 2014. - August 08, 2014 - The Spectrum IFA Group
Grace Harrington, CLTC, Introduces Long-Term Care Benefit Plan to Help Seniors Pay for Long-Term Care
Funding option converts a life insurance policy into a monthly payment stream to cover all forms of long-term care. - August 07, 2014 - Grace Harrington
FIRMO Investment Consulting Services Announces Appointment of Vice President of Investments Carlos Lopez Jr.
Industry Veteran Tapped as Vice President of Investments for Boutique Fee Based and Performance Based Registered Investment Advisory firm. - August 06, 2014 - FIRMO Investment Consulting Services
Institute of Business & Finance Announces a New CIS™ Designee - Joyce Blonskij
Joyce Blonskij - Certified Income Specialist provides the knowledge needed to create a plan designated to provide a steady stream of income to clients on a regular basis, using conventional as well as unconventional methods. To obtain this designation the following requirements must be met: 2,000 hours or more work experience in the financial services industry or a bachelor’s degree for an accredited college or university. Candidate must complete a self-study program of six modules in 15 weeks. - August 05, 2014 - Blonskij Financial Services, Inc.
Secure Horizon Settlements Expands Into Separate Lottery and Structured Settlement Divisions
To support the unique financial demands of their client base, Secure Horizon Settlements expanded into separate divisions to assist annuitants in the funding process to obtain a payout. Secure Horizon Settlements serves annuitants who receive regular payments resulting from a lawsuit or court case, and lottery and casino jackpot winners who may want to sell out the payment stream they receive. - August 02, 2014 - Secure Horizon Settlements
Ape Press to Launch Private Label Family Resource, “Organizing Your Family Legacy: A Practical Action Plan for Those You Leave Behind”
Ape Press is launching the most comprehensive legacy planning resource to help individuals prepare for the future. The flagship product is a user-friendly program featuring a simple, step-by-step roadmap to help individuals prepare for the unexpected. This resource is ideal for professional advisors seeking to build stronger, multigenerational client relationships and educate clients on how to navigate life’s unexpected obstacles, decide their legacy, and gain peace of mind. - July 31, 2014 - Ape Press
ExitCoachRadio.com Featured Theresa Oatman as Leading Expert in Stock Option Compliance
Theresa Oatman, CEO of Stock Connections, Inc. was interviewed on the ExitCoachRadio.com show with host Bill Black. Ms. Oatman presented her expertise with tips, ideas and precautions that are important for business owners to consider as they contemplate growing and protecting the value of their... - July 23, 2014 - Stock Connections Inc.
Sandy Keir Joins Suncoast Advisory Group
Experienced Wealth Advisor in Sarasota, Florida, Specializes in Helping Women Business Owners and Professionals. - July 18, 2014 - Suncoast Advisory Group
ERISA Fiduciary Advisors, Inc. Named a Top RIA Firm by Financial Advisor Magazine (July 2014)
17th fastest growing RIA firm in the country based on an annual survey from Financial Advisor Magazine. - July 17, 2014 - ERISA Fiduciary Advisors, Inc.
Universal Value Advisors Partners with Concert Wealth Management to Offer State-of-the-Art Software, Research and Reporting to Clients
Universal Value Advisors (UVA) has partnered with Concert Wealth Management and the Concert network to offer additional research resources, enhanced reporting, and the power of state-of-the-art automated systems to its clientele. - July 17, 2014 - Universal Value Advisors
Gary Williams Signs at Bethany Beach Books
Author, Gary Williams, will be signing his retirement book at Bethany Beach Books on August 7, 2014. The first 10 copies of the book sold during this event will be a special copy - autographed by Ronnie Lott and Gary Williams. Gary Williams will sign his book, The Art of Retirement on Thursday,... - July 17, 2014 - Williams Asset Management
Williams Asset Management Celebrates Twenty Years
Williams Asset Management, one of Maryland’s premier wealth management firms for both individual investors and organizations, celebrates its 20th anniversary this year, a milestone that complements the firm’s focus on providing long-term financial wisdom to their clients for the past... - July 16, 2014 - Williams Asset Management
The Market Technicians Association (MTA) Board of Directors Transitions to Newly Elected Leadership
The MTA announces new leadership for its Board of Directors. Piper Jaffray’s Managing Director and Senior Technical Research Analyst, Craig Johnson CFA, CMT will lead the organization’s mission and continued growth. - July 16, 2014 - Market Technicians Association
Howard Slater, CLU®, ChFC®, MSFS®, MBA, is One of Three Top Advisors to Present at Securities America’s Annual Meeting
Industry expert, author and principal of Cedar Brook Financial Partners, Cleveland’s Howard Slater speaks at national industry conference. - July 16, 2014 - Cedar Brook Financial Partners LLC
Dan McElwee Makes an Appearance on MoneyLife - Ventura Wealth Management, New Jersey
Ventura Wealth Management is excited to announce that Dan McElwee, Executive Vice President and Wealth recently appeared on ‘Money Life’, a self-proclaimed, “online resource for news and opinions on personal finance…” - July 13, 2014 - Ventura Wealth Management
Foundation for Financial Planning Announces Support for Pro Bono Financial Planning
The Foundation for Financial Planning announces its support of pro bono financial planning with an opportunity for financial planning organizations to apply for grants totaling $118,750. - July 10, 2014 - Foundation for Financial Planning
Nolan Financial Grows While Remaining True to Founding Principles
Nolan Financial has expanded its team with a series of new hires that will help drive its growth while servicing its growing client base. - July 09, 2014 - Nolan Financial
Northeast Professional Planning Group Acquires Creative Pension Administrators, Inc.
Leading regional employee benefits and retirement planning firm continues growth through strategic acquisition. - July 05, 2014 - NPPG, Inc.
Northeast Professional Planning Group, Inc. Announces the Appointment of Wayne Finley
Leading regional employee benefits and retirement planning firm announces the appointment of Wayne Finley to Relationship Manager - July 04, 2014 - NPPG, Inc.
ARGI Financial Group Expands to Grand Rapids, MI
ARGI Financial Group expands to Grand Rapids, MI. ARGI is a fast-growth Louisville, KY based wealth management firm. - July 03, 2014 - ARGI Financial Group
A Merger of Equals: Conifer Group and Vastardis Capital Services Holdings Join to Form Conifer Financial Services, LLC
A Merger of Equals. The Conifer Group and Vastardis Capital Services Holdings join to form Conifer Financial Services, LLC, a powerful new asset services company with over $100B of Assets Under Administration. - July 02, 2014 - Conifer Financial Services
Nolan Financial Launches a New State-of-the-Art Website
Nolan Financial has launched a new responsive website that was created with functionality across all types of devices - desktops, smartphones and tablets. The new website offers informative Nonqualified Retirement Plan content with an attractive layout and easy to use navigation. - June 30, 2014 - Nolan Financial
VisionQuest Clients Love the Durham Bulls
VisionQuest Wealth Management continues with its annual Durham Bulls Outing. - June 28, 2014 - VisionQuest Wealth Management
Gary Williams Donates 200 Books to HeroBox
Gary Williams, CFP®, President of Williams Asset Management and author of The Art of Retirement, donates two hundred books to HeroBox. Once HeroBox receives the copies of "The Art of Retirement," they will place the books into care packages that will be sent to American soldiers fighting around the world. - June 26, 2014 - Williams Asset Management
Guardian Capital Advisors, LLC Expands Team with Katie Ball
Local Financial Advisory Firm Adds Client Relations Coordinator - June 25, 2014 - Guardian Capital Advisors
Texas Capital Group Adds New Cash Flow Funding Options for Small Businesses
A leading invoice factoring provider, Texas Capital Group works independently and provides cash flow funding solutions to various small and medium sized businesses. The company provides asset based funding solutions and related financial services to businesses in need of immediate cash. After the invoices submitted by a company are checked and verified, Texas Capital Group funds the business within 24 hours. - June 24, 2014 - TX Capital Group
Ventura Wealth Management Now Offers Families Wealth Management Services from Top Financial Advisors in New Jersey
Ventura Wealth Management, a Register Investment Advisor (RIA) wealth management company with top financial advisors in New Jersey, is now offering new families the chance to set up a financial plan for the purpose of bringing them out of debt. - June 18, 2014 - Ventura Wealth Management
J.P. Turner Recognized for Home Office Support
J.P. Turner’s dedication to providing exceptional customer service was recently recognized in the Investment Advisor Magazine. - June 18, 2014 - J.P. Turner & Company, LLC
J.P. Turner Recognized Globally as One of Top 100 Firms of the Last Decade
The reader’s of London’s global financial news website, Here IsThe City, voted J.P. Turner as one of Top 100 Firms of the last decade - June 18, 2014 - J.P. Turner & Company, LLC
Plia Systems Acquires SJ Levinson & Sons
Matthew Celebuski to become CEO; Eric Moore to become President. - June 16, 2014 - SJ Levinson & Sons, LLC
HMT LLP Advised on the Management Buyout of the EPI Group
HMT LLP, led by partner Ian Barton and supported by manager Julia Carruthers, advised Management and Newco funded by Palatine Private Equity (“Palatine”) and The Royal Bank of Scotland (“RBS”) on the management buy-out of Surrey-based seismic consultancy firm, The EPI Group (“EPI”). - June 16, 2014 - HMT LLP
e5 Solutions Group’s Bank Management Suite5™ Achieves SAP Certification as Powered by SAP NetWeaver®
e5 Solutions Group LLC is a leading provider of solution design, implementation services and add-on software programs related to the SAP ERP Financials solution and treasury applications from SAP AG. - June 13, 2014 - e5 Solutions Group
Bitcoin and Altcoin Investors Crave Rapid CX Cryptocurrency Exchange Tools
Rapid CX, a cryptocurrency exchange platform, has introduced customized interactive charts for altcoins, proven investor indicators (RCX Scores), and has more in store for thier traders to be launched next week. - June 12, 2014 - Rapid CX
EB-5 Regional Center Feasibility Study - Dos Lagos Engages Wert-Berater, Inc.
Wert-Berater, Inc. has been engaged by Dos Lagos Regional Center to provide project Feasibility Studies for two projects in Corona, California including a hotel and livework condominium development. - June 11, 2014 - Wert-Berater
J.P. Turner Employees Help to Preserve Historic Buckhead
J.P. Turner employees and interns volunteered their time for the Buckhead Heritage Society’s Mt. Olive Cemetery Restoration Project. - June 09, 2014 - J.P. Turner & Company, LLC
Kingdom Trust and Alternative Capital Advisers, LLC (ACA) Form Strategic Relationship, Offering World-Class Hedge Funds in Tax Efficient IRA Accounts
Alternative Capital Advisers, LLC and The Kingdom Trust Company announce a strategic relationship in which Kingdom will custody investments by IRA owners in alternative strategies through ACA’s Master Select Fund. - June 05, 2014 - Kingdom Trust
Hicks Advisory Group Hires New Marketing Director
Hicks Advisory Group, LLC (HAG) announced today that Ryan Gilmore recently joined the firm as Marketing Director. In this role he will be leading all marketing-related activities, including client communication and experiences. Mr. Gilmore joins Hicks Advisory Group from Volcano Vista High School... - May 28, 2014 - Oakmont Advisory Group, LLC
Global Trust Depository is Now Offering Paymaster Services
Global Trust Depository has just announced that the firm is now offering Paymaster Services in addition to their current services including Safe Keeping Receipts, Authentication Reports, Fiduciary Services and more. Paymaster Services are best suited for clients that need assistance with receiving... - May 28, 2014 - Global Trust Depository
Iowa-Based Company with Wall Street Savvy Has Developed a Concept That Gives Retail Investors Access to Endowment Structure with Daily Liquidity and $1000 Min. Investment
An Iowa-based Company with Wall Street savvy has developed a concept that gives retail investors access to an endowment structure with daily liquidity and a $1,000 minimum investment. “Endowment structure” means that the investment program has an alternative investments orientation and seeks to provide shareholders with asset allocations across various asset classes and portfolio management services in one product. - May 22, 2014 - Advantage Investment Management
Financial Planning Firm, Speir Financial, Hosts Workshop on Retirement Income: "What Are My Options"
Financial Planning Firm, Speir Financial Services, will hold seminar on Retirement Income “What are my Options” featuring James J Speir, prominent member in the metro Detroit community and founder of Speir Financial Services. Speir will be hosting this event at Ginopolis Bar-B-Q... - May 21, 2014 - Speir Financial
Local Advisor, Ross Hunt, Completes Training on New Retirement and Tax Laws at Exclusive Conference with America’s IRA Experts
"IRAs are taking center stage (making up over 25% of total retirement savings nationwide)," Ed Slott expressed from his semi-annual Elite IRA Advisor GroupSM training program. - May 21, 2014 - RMH Advisors, LLC
Christopher Weil & Company, Inc. Launches Family Philanthropy Services
CWC teams up with local philanthropist Valerie Jacobs to help private foundations and families build an effective infrastructure for charitable giving. - May 19, 2014 - Christopher Weil & Company
A Day at the Races for VisionQuest
A gathering for the Kentucky Derby that was also a charity event. - May 10, 2014 - VisionQuest Wealth Management
Financial Adviser Rick Helbing Featured on the Cover of Scene Magazine
Nationally Recognized Financial Adviser Rick Helbing of Suncoast Advisory Group in Sarasota, Florida, Featured on the Cover of Scene Magazine - May 08, 2014 - Suncoast Advisory Group
Global Trust Depository is Taking New Clients for Safekeeping Receipts
Global Trust Depository has just announced that the service is now taking new clients for safekeeping receipts. Global Trust Depository can accept almost any kind of valuable assets for safekeeping purposes. The service contracts out with local bank vaults for storage facilities and can issue a... - April 23, 2014 - Global Trust Depository
J.P. Turner Goes Paperless with Docupace Technologies
J.P. Turner and Docupace Technologies Partner to Increase Efficiencies and Move toward a Paperless Workflow - April 19, 2014 - J.P. Turner & Company, LLC
Organization Equips, Empowers, and Educates Youth About Financial Literacy Through Day Camp
Mindset Matters Inc. brings Camp Millionaire to DFW Youth. - April 18, 2014 - LcPurcy Enterprises Inc.
Real Gold IRA, LLC is Now Offering Nationwide Alternative to Retirement Account Holders - Learn How to Escape the High Fees That Erode IRA & 401(k) Retirement Accounts
Real Gold IRA, LLC is now offering a nationwide alternative to retirement account holders. They specialize in converting high fee IRA/401(k) retirement accounts into IRA LLCs, saving people thousands in account management fees while allowing physical possession of precious metals. Real Gold IRA LLCs are the low cost retirement account. - April 17, 2014 - Real Gold IRA, LLC
Dodilio's Unique Research Procurement System Adds Efficiency to Fortune 100 Company
Dodilio's custom research exchange brings transparent solution to research of tablet and PC market, reducing time from initial research request to proposal receipt to 48 hours from 10 days. - April 17, 2014 - Dodilio, LLC
Top Financial Advisors at Ventura Wealth Management Update Company Website to Bring Latest Information to Clientele
Ewing, NJ based leader for comprehensive financial planning consultancy services, Ventura Wealth Management has announced that the company has recently updated their website to deliver the latest information to their clients across the region. - April 12, 2014 - Ventura Wealth Management