Recent Headlines
Within Asset Management
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
Joseph Derickson is One of the 2014 PLANADVISER Top 100 Retirement Plan Advisers
Retirement Wealth Management, LLC is pleased to announce that Joe Derickson has been named as one of the 2014 PLANADVISER Top 100 Retirement Advisers. - March 13, 2014 - Retirement Wealth Management, LLC
AsiaEtrading Reaches Another Milestone for Their Asia Etrader Magazine
Hong Kong based financial news portal, AsiaEtrading.com launches the 10th issue of their Asia Etrader Magazine. - March 12, 2014 - AsiaEtrading
Ventura Wealth Management Helps Secure Retirement Funds for a Better Future
Nearly 94% of all Americans desire a stable and secure retirement lifestyle where they can enjoy their luxuries without worrying about the costs. Some may wish to travel and see the world while others may be happier at home with their families; but regardless of what they want to do during... - March 08, 2014 - Ventura Wealth Management
Gary S. Williams, CFP®, CRPC®, AIF® Recognized as a Top Financial Advisor by Commonwealth Financial Network®
Gary Williams, an independent financial advisor affiliated with Commonwealth Financial Network® and Founder/President of Williams Asset Management in Columbia, MD, has achieved Commonwealth Chairman’s status. - March 07, 2014 - Williams Asset Management
The Spectrum IFA Group Expands in Madrid
The Spectrum IFA Group are delighted to announce that Conor MacSherry has joined Paul Bristow and Chris Webb in the Madrid office. Conor has worked in Financial Services for 27 years covering all aspects of protection, mortgages, investment and retirement planning. Through many years of management... - March 07, 2014 - The Spectrum IFA Group
SIX Financial Information Enhances Evaluated Pricing Service with Auction Rate Securities Valuations from Pluris
Since the collapse of the auction rate securities market in the US in 2008, holders of these now illiquid instruments have struggled to find reliable secondary market quotes and price clarity. Now, with best-of-breed evaluated pricing from Pluris Valuation Advisors LLC, SIX Financial Information’s clients can value their auction rate securities with confidence. - March 05, 2014 - Pluris Valuation Advisors LLC
Solving Bitcoin's Core Issues with The Coin Tree (www.TheCoinTree.com)
The Coin Tree's CEO, Andrew Durgee, discusses solving Bitcoin's core issues of access, security, storage, and distribution. - March 04, 2014 - The Coin Tree
Kids Initiative Raising Money to Fund Holidays for Sick Children
Company Staff Ran 10k to Help Children Living with Cancer - March 04, 2014 - Fund Advisers
Lampert Capital Markets Appoints Tobias Lenza as Managing Director and Head of Equity Capital Markets
Lampert Capital Markets, Inc. announced today that Tobias Lenza has been appointed as Managing Director - Equity Capital Markets. Mr. Lenza will spearhead the firm’s expansion into providing a differentiated equity product to institutional and retail investors on managed offerings as well as... - March 03, 2014 - Lampert Capital Markets
WealthPrep.ca Launches an Online Personal Finance Resource for Canadians
New personal finance website connects Canadians to financial advice and support. - March 03, 2014 - WealthPrep
AT Capital Invests in Dalian’s Booming Real Estate
The Real Estate sector in China has been witnessing buoyancy of late. Prices for new homes soared by as much as 20 percent in the country’s four biggest cities in September 2013, over the same month a year earlier—the most since January 2011. The north-eastern port city of Dalian has... - February 28, 2014 - AT Capital Group
John Huber as Speaker at Economist Event Malta March 2014
John Huber in his role as Governor on the Board of Finance Malta is one of the selected speakers at the business roundtable event to be held between the 6th and 7th of March 2014, and organised by the famed business weekly magazine ‘The Economist’. Many of the world’s foremost... - February 28, 2014 - John Huber and associates Tax Consultants
Creekside Financial Advisors Welcomes Financial Advisor Aaron Kamat
Aaron Kamat, a Cleveland-native and experienced investment advisor representative, has joined Creekside Financial Advisors as a partner. - February 28, 2014 - Creekside Financial Advisors, LLC
RPA Names Kenneth Mergen VP of Group Retirement Plans
Retirement Plan Advisors (RPA) has appointed Kenneth Mergen as Vice President – Group Retirement Plans. He is responsible for supporting RPA’s field effort including new retirement plan acquisitions, financial advisor training, and strategic planning. “Ken is a true talent. His... - February 26, 2014 - Retirement Plan Advisors
Simon Parkins Appointed Global Sales Director at Lombard Risk as Part of Company Expansion Plan
Lombard Risk Management plc (Lombard Risk), a leading provider of integrated regulatory reporting, compliance and collateral management solutions for the financial services industry, has appointed Simon Parkins in the role of Global Sales Director as part of company expansion plan. - February 21, 2014 - Lombard Risk
James Austin as Head of Institutional Equity Trading
Parus Capital appoints James Austin as Head of Institutional equity trading, Hong Kong. Parus Capital today announced it has appointed James Austin as Head of the Institutional Client Group – Equity, for Asia. Mr. Austin transfers to Hong Kong from New York Deutsche Bank where he headed up... - February 18, 2014 - Parus Capital
UK’s Asholt Investments Joins Laureate Advisory Board
Laureate has entered into a Referral Fee partnership with London based investment firm. - February 18, 2014 - Laureate Trust
WAIN Street Business Default Index Shows Business Credit Quality Strongest in Four Years
Business Default Index improves by 0.19% to close 2013 at 6.25%; Broad improvements across industry, geography and business size - February 15, 2014 - WAIN Street
Waterway Wealth Management Opens New Branch Office in Albuquerque
Albuquerque is the new home of growing financial wealth services firm based in The Woodlands, Texas. - February 14, 2014 - Richie's Specialty Pharmacy
Andrew Kinnear - Vice President for Finance at Sinclair Capital Management to Retire by 2015
Mr. Andrew Kinnear, Vice President for Finance at Sinclair Capital Management, the UK based commodity brokerage has officially announced plans for his retirement at the end of the year. - February 13, 2014 - Sinclair Capital Management
Place Trade Financial Welcomes Kelly Chege
Place Trade Financial announced a new addition to the growing marketing staff. Kelly Chege has joined the North Raleigh Headquarters and serves as a Marketing Assistant. - February 13, 2014 - Place Trade Financial, Inc.
Reach Wealth Management to Head European Commodity Trading Expo
Reach Wealth Management have announced that the company will be heading the European Commodity Trading Expo in Basel, Switzerland come August 2014. - February 13, 2014 - Reach Wealth Management
Parus Capital to Open Offices in Europe
European offices in the future for Parus Capital. - February 12, 2014 - Parus Capital
Williams Asset Management Honored with 2014 Five Star Wealth Manager Award
Williams Asset Management, one of the leading wealth management and investment firms, is pleased to announce that its President, Gary Williams, has been selected as a Five Star Wealth Manager for 2014. His selection will be announced in the February 2014 issue of Baltimore Magazine. This is the... - February 08, 2014 - Williams Asset Management
If Your Life Were a Business, Would You Invest in It? One Day Workshop Brings Financial Pictures and Life Goals Together.
Based on the book, "If Your Life Were a Business, Would You Invest In It?" by John Eckblad & David Kiel (McGraw-Hill), the one-day workshop leads students through the first eight steps (of a total thirteen) to discovering how to align their financial realities with their values, passions and purposes, creating a world in which minimum risk can still result in success. - February 05, 2014 - Life Business
Another Creekside Financial Advisor Earns the Coveted Certified Financial Planner™ Certification
Jessica Silver, Client Manager for Cleveland’s Creekside Financial Advisors financial services firm, successfully completed the CFP® certification process. - February 01, 2014 - Creekside Financial Advisors, LLC
Thurman Hotel Consultants to Help Pennsylvania Portfolio
Thurman Hotel Consultants signs four KMD Hospitality Management hotels to OTA Revenue Management Agreements. - January 29, 2014 - Thurman Hotel Consultants
Williams Asset Management Receives 2013 Best of Columbia Award
Williams Asset Management has been selected for the 2013 Best of Columbia Award in the Financial Planning Consultants category by the Columbia Award Program. Each year, the Columbia Award Program identifies companies that we believe have achieved exceptional marketing success in their local... - January 29, 2014 - Williams Asset Management
Northeast Professional Planning Group Launches 3(16) Fiduciary Service
NPPG's 3(16) fiduciary service relieves plan sponsors of the day-to-day administrative strain and compliance concern in operating a retirement plan. - January 26, 2014 - NPPG, Inc.
Thurman Hotel Consultants Expands Portfolio
Thurman Hotel Consultants signs The Ramada Kissimmee Downtown to Sales & Revenue Management Agreement. - January 26, 2014 - Thurman Hotel Consultants
Laureate Trust Launches Referral Partner Fee Program
According to CEO Peter Tasca, “We have one of the best performing funds in the world and this new program will allow advisors and professionals to receive commissions for referring new clients.” - January 26, 2014 - Laureate Trust
VisionQuest Wealth Management Welcomes Steve Laska to the Firm
VisionQuest Wealth Management, a Raleigh-based wealth management firm serving as a personal CFO to individuals, families and business-owners is pleased to welcome Steven M. Laska as its new President and Chief Investment Officer. Mr. Laska is a proven financial services professional and leader... - January 23, 2014 - VisionQuest Wealth Management
Pluris Valuation Advisors Forms Real Estate Appraisal Group
New Service Complements Firm Experience Valuing Illiquid Assets - January 18, 2014 - Pluris Valuation Advisors LLC
The Tunstall Group Report That a Larger Number of Chinese SMEs Are to Keep It in the Family. As More Than 50% SME Owners Plan to Pass Business to Next Generation.
Almost half of Chinese small business owners plan to pass on their business to their children once they retire, according to the latest research from The Tunstall Group. - January 18, 2014 - Tunstall Group
Global Trust Depository is Taking on New Accounts for 2014 as a Third Party Holder of Assets
Global Trust Depository makes a 2014 New Year’s resolution to acquire new accounts as a Third Party Holder of Assets. - January 15, 2014 - Global Trust Depository
Pluris Valuation Advisors Names Henry Vice President
Brings Firm Experience Valuing Complex Real Estate - January 15, 2014 - Pluris Valuation Advisors LLC
Northeast Professional Planning Group Acquires Fitzgerald and Conta Pension Services
Leading NJ benefits firm continues growth with the recent acquisition of a tri-state area pension services firm. - January 12, 2014 - NPPG, Inc.
TAM Portfolios is Attending and Sponsoring the 2014 TD Ameritrade Institutional National Conference
TAM Portfolios (TAMP) is sponsoring and attending the annual TD Ameritrade Institutional National Conference on January 29 through February 1, 2014 at the Hyatt Regency in Orlando, Florida. TAMP’s National Sales Director, Harold Clemons, commented, “the TD conference is a must attend... - January 12, 2014 - Tesseract Asset Management
Absolute FC, Inc. Expanding Again in the New Year
Economy bright in 2014, Absolute FC, Inc brings big business to Dallas. With an already successful company assisting business owners in everything from websites to funding, Absolute FC, Inc. has now welcomed Texas in their growing business endeavors while helping mainly small business owners and nonprofits. - January 07, 2014 - Absolute FC, Inc.
Darwin Alpha Warns Global Investors Against Bitcoin Investing
Darwin Alpha considers investment in Bitcoin to be extremely risky due to its lack of transparency. - January 06, 2014 - Darwin Alpha Ltd.
Boutique Wealth Management Firm Plays Santa
VisionQuest, a Raleigh NC based boutique wealth management firm, recently held its Annual Holiday Party and Toy Drive. - January 04, 2014 - VisionQuest Wealth Management
Guardian Capital Advisors, LLC Receives CEFEX Certification
Local Financial Advisory Firm Joins Elite Group of Advisors Through Certification from the Centre of Fiduciary Excellence. - December 25, 2013 - Guardian Capital Advisors
WAIN Street Business Default Index Shows Business Credit Quality Continues to Strengthen
Business Default Index improves by 0.16%. Business Default Diffusion Index nearly unchanged. - December 23, 2013 - WAIN Street
Hilltop Home Raises Funds Through the Annual Performance of a Christmas Carol
Local Nonprofit Intermediate Care Facility for Children Partners with Area Businesses This Holiday Season - December 21, 2013 - Guardian Capital Advisors
Thurman Hotel Consultants Signs A2Z Hospitality Management to Training Services Program
November 2013 Company Expansion Continues with Five Hotel New Client Agreement - December 18, 2013 - Thurman Hotel Consultants
Global Trust Depository is Now Capable of Providing Evaluation Reports for High Value Assets of Their Clients
Keep your Assets Safe and Deposit with Full Confidence after Transparent Appraisal and Evaluation Services by Global Trust Depository - December 16, 2013 - Global Trust Depository
REO Portfolio LLC. Launches a New 3rd Party Integration Platform for the Government, Banks, and City Municipalities Today
REO Portfolio announced today that its latest update and customized web-based platform is ready for 3rd party vendors and entities. - December 13, 2013 - REO Portfolio LLC.
Matrix-Exzac Appoints Renan Levy as Chief Executive Officer
Matrix-Exzac, a leading global compliance and financial crime prevention technology consulting and systems integration firm, announces the appointment of Renan Levy as Chief Executive Officer. Renan Levy brings over 20 years of leadership and entrepreneurship experience, along with a proven track... - December 12, 2013 - Matrix-Exzac
Rick Helbing of Suncoast Advisory Group Named Among 150 Best Financial Advisers for Doctors
Sarasota, Florida, Wealth Management Firm Makes Prestigious Medical Economics Magazine List Once Again - December 07, 2013 - Suncoast Advisory Group