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Within Asset 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 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
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
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
Dodilio: Building a World Class Team
Four industry professionals have joined Dodilio as Executive Partners. - April 07, 2014 - Dodilio, LLC
In Response to Industry Regulations and Higher Level of Risk with ACH Transactions, Argos Risk Online Announces Powerful Solution to Protect Financial Institutions
Argos Risk’s Third-Party Sender Portfolio Report is the company’s latest enhancement to its flagship product, Argos Risk Online. Designed to help financial institutions effectively identify and monitor the risk associated with originating ACH transactions on behalf of Third-Party Senders, the Third-Party Sender Portfolio Report allows subscribers to clearly see the aggregate originator risk contained within a single third-party sender customer. - April 02, 2014 - Argos Risk
Nine Lives Media Names Technology Management Solutions to the MSPmentor 501 Global Edition and the MSPmentor 100 Small Business Edition
IT Support Services Company in Rancho Cucamonga receives Global recognition. - April 02, 2014 - Technology Management Solutions, LLC
Kristi N. Lefforge Joins IntrapriseTechKnowlogies LLC
IntrapriseTechKnowlogies LLC (ITK), a CPA firm focused on technology management consulting is pleased to announce that Kristi N. Lefforge has joined ITK as director of its Consulting Services division. Kristi will manage a team that will focus on IT auditing and business solutions... - March 30, 2014 - IntrapriseTechKnowlogies LLC
Northeast Professional Planning Group, Inc. Appoints Lance P. Roteman
NPPG a leading regional employee benefits, retirement planning and actuarial consulting firm announces the appointment of Lance P. Roteman to Senior Vice President. - March 29, 2014 - NPPG, Inc.
The Spectrum IFA Group Expands in Holland and Belgium
The Spectrum IFA Group are delighted to announce that David Elkan has joined the office in Holland. David has worked in Financial Services for the past 26 years covering all aspects of financial planning and investment advice. Initially working within a large offshore brokerage in South East Asia,... - March 29, 2014 - The Spectrum IFA Group
M&T Bank Sells Assets of Powell Steel Corporation
Three Twenty-One Capital Partners, Inc. (321 Capital) Investment Banking Firm to M&T Bank on the Powell Steel transaction, announced recently that their client, M&T Bank, has completed a UCC Sale involving the assets of Powell Steel. - March 27, 2014 - 321 Capital Partners LLC
Prosperity, LLC Financial Planner Samantha Endlich Recently Added the Accredited Domestic Partnership Advisor℠ or ADPA® to Her List of Professional Credentials
This cutting-edge certification is granted by the College for Financial Planning and requires a rigorous course of study. - March 27, 2014 - Prosperity, LLC
International Commercial Investment - Business Hub Opportunity
A 24/7 Legal Assistance Business Hub Opportunity from International Commercial Investment - March 26, 2014 - International Commercial Investment
Michelle Cortés-Harkins Earns Certified Divorce Financial Analyst Designation (CDFA™)
Harkins Wealth Management, LLC has announced that Michelle Cortés-Harkins, MSW, CDFA™, CRPC®, recently completed a specialized educational program in professional divorce financial analysis and is now a Certified Divorce Financial Analyst (CDFA™). Harkins Wealth Management is... - March 25, 2014 - Harkins Wealth Management, LLC
AsiaEtrading Increases Content by 50% in 2014
Due to recent growth in sales and industry demand, Hong Kong based financial news portal AsiaEtrading.com announces plans to publish 50% more editions of their Asia Etrader Magazine in 2014. - March 22, 2014 - AsiaEtrading
Global Trust Depository is Taking New Clients for Bonded Courier Services
Global Trust Depository has just announced that the service is now taking new clients for bonded courier services. This is one of the best ways to deliver official, valuable and important information from a service with a professional standard and a reputable image. The company is also taking... - March 21, 2014 - Global Trust Depository
Forex Models, LLC Announces Upcoming Indianapolis/ Louisville Forex Training Seminar
Forex Models, LLC, an Indianapolis based forex trading system development company, will conduct a 3-day forex training seminar in Franklin, Indiana, Wednesday May 14 through Friday May 16. The venue is conveniently located 30 minutes south of Indianapolis and 90 minutes north of Louisville. The... - March 19, 2014 - Forex Models, LLC
Elios Financial Group’s Jim Elios Named 2014 Cleveland Five Star Wealth Manager
Elios Financial Group announced today that James T. Elios, MBA, CHFC©, CLU©, was named a recipient of the 2014 Cleveland Five Star Wealth Manager award. Award winners appear in a special section in the March issue of Cleveland Magazine and Inside Business. This is the second year in a row... - March 15, 2014 - Elios Financial Group, Inc.
The Spectrum IFA Group Expands in Tuscany, Italy
The Spectrum IFA Group are delighted to announce that Peter Francis has joined the Italian team in the Lucca area. Peter has worked in Financial Services for 25 years covering all aspects of financial planning and investment advice. Initially working within a large bank brokerage and then moving... - March 14, 2014 - The Spectrum IFA Group