Recent Headlines
Within Asset Management
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
Pluris Valuation Advisors Names Henry Vice President
Brings Firm Experience Valuing Complex Real Estate - January 15, 2014 - Pluris Valuation Advisors LLC
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
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
Ventura Wealth Management Offer Team Focused Solutions as a Leading Financial Advisor
Ventura Wealth Management, the financial services specialists based out of Ewing, NJ are now offering its services as a trusted financial advisor to businesses and individuals across the local region. Ventura Wealth Management, an independent Registered Investment Advisor, offers expertise in the... - December 06, 2013 - Ventura Wealth Management
Thurman Hotel Consulting Expands Hospitality Management Services
Gwen Thurman Consultants Now Thurman Hotel Consultants - November 21, 2013 - Thurman Hotel Consultants
Capital Services White Paper Focuses on Importance of Big Data Analysis to Credit Card Programs
The white paper, Turning Data into Action: How Credit Card Programs Can Benefit from the World of Big Data, is now available from Capital Services. The white paper looks at the critical role of data analytics and credit card profitability. - November 20, 2013 - Capital Services
Northeast Professional Planning Group, Inc. Appoints Financial Controller
Northeast Professional Planning Group, Inc., (NPPG) a leading regional employee benefits, retirement planning and actuarial consulting firm announces the appointment of Pamela Donohue to Financial Controller. Ms. Donohue will be responsible for the firm’s accounting processes, financial... - November 17, 2013 - NPPG, Inc.
VisionQuest Horses Around with Duke
VisionQuest Wealth Management of Raleigh North Carolina was a recent sponsor of charity horse show. - November 17, 2013 - VisionQuest Wealth Management
Businesses Eked Out Credit Performance Improvement
WAIN Street Business Default Index posts narrow improvement of 0.06%. - November 16, 2013 - WAIN Street
Full Service, Online Trading Firm Expands Independent Registered Rep Network
Place Trade Financial announces expansion of their independent registered representative network in Georgia, Massachusetts, North Carolina, and Texas. - November 12, 2013 - Place Trade Financial, Inc.
Global Trust Depository Announces Trust Services for International Markets
Global Trust Depository has just announced that the company is offering trust services for international markets. Some of the countries that they cater to include Hong Kong, Indonesia, Germany, Switzerland, Italy, England, Mexico, Portugal, and Spain. Global Trust Depository provides a number of... - November 09, 2013 - Global Trust Depository
Cedar Brook Financial Partners’ Rebecca Bar-Shain, CFP®, MBA, Joins The Gathering Place Board
Financial planner volunteers to further the mission of The Gathering Place, Cleveland’s nonprofit, community-based cancer support center. - November 03, 2013 - Cedar Brook Financial Partners LLC
Primofar Development Limited Discuss Acquisition Issues
Primofar Development Limited acquires Paraguay-based real estate agency. According to PR department of the company, negotiations are to be conducted in fourth quarter of 2012. - November 01, 2013 - Primofar Development Limited
Guardian Capital Advisors, LLC Expands Team with Two New Hires
Local Financial Advisory Firm Adds Maddy Carlson as Client Relations and Marketing Coordinator and DeAnn J. Alphin as Office Administrator - October 31, 2013 - Guardian Capital Advisors
Argos Risk Introduces a Powerful Industry Solution for Risks Related to ACH Transactions Processed by Third-Party Senders
Financial institutions face multiple levels of risk when processing ACH transactions for Third-Party Senders and their originating customers. Argos Risk has developed a patent pending analysis method that allows banks and credit unions to more effectively manage the risk associated with these transactions. - October 26, 2013 - Argos Risk
Business Credit Quality Held Steady During the Quarter But Raises Concerns About the Near Future
Business Default Index improves for the quarter but slips in last two months; Business Default Diffusion Index deteriorates in last two months. - October 20, 2013 - WAIN Street
TAM Portfolios Appoints Harold Clemons as National Sales Director
TAMP announced they are expanding their TAMP management team by hiring long-time investment industry veteran, Harold Clemons, as National Sales Director. - October 16, 2013 - Tesseract Asset Management
Le Tour de Finance is Heading to Spain
Following the recent success in Italy and France, Le Tour de Finance is heading to Spain. The Spectrum IFA Group, in collaboration with Currencies Direct are proud to announce the Spanish leg of the Tour that begins on Tuesday 15th October in Barcelona before moving on to the Costa Blanca, Almeria... - October 13, 2013 - The Spectrum IFA Group
Ron Eiger of Empire Investors Group Offers Complimentary Investment Workshops
Ron Eiger offers complimentary client investor workshops that focus on ways to save for retirement. - October 12, 2013 - J.P. Turner & Company, LLC
Ron Eiger of Empire Investors Group is Up to Bat
Ron Eiger is assistant coach for his son’s little league baseball team this Fall. - October 10, 2013 - J.P. Turner & Company, LLC
Christopher Weil & Company Raises $10 Million Healthcare and Medical Device Investment Fund
Private equity fund CWC HealthTech Fund 1 LLC will invest in healthcare and medical technology, primarily in the San Diego area. - October 08, 2013 - Christopher Weil & Company
Place Trade Financial Ranked Best for Frequent Traders by Barron’s Magazine
Barron’s 2013 Best Online Brokers list recognized Place Trade as one of the best firms for frequent online traders. - October 08, 2013 - Place Trade Financial, Inc.
The Spectrum IFA Group Expands Into Northern Italy
The Spectrum IFA Group are delighted to announce that Daniel Shillito has joined the group to cover Northern Italy and will be based in Milan. - October 02, 2013 - The Spectrum IFA Group
Technology Management Solutions LLC Receives 2013 Best of Pasadena Award
For the third consecutive year, Technology Management Solutions LLC has been selected for the 2013 Best of Pasadena Award in the IT Services category by the U.S. Commerce Association (USCA). - September 27, 2013 - Technology Management Solutions, LLC
CPI Announces Appointment of the Chairman of Its Advisory Board in Asia
Simon Machell to lead Dutch risk management, finance and governance consulting firm’s initiatives in Asia. - September 26, 2013 - Asia-Pacific Connections for CPI Asia
New Weapon for eBook Authors and Publishers to Fight Digital Piracy
eBook Guard Dog specializes in removing illegal ebook content from unauthorized distribution websites including warez and torrent sites across the internet, saving ebook authors and publishers millions of dollars. - September 22, 2013 - eBook Guard Dog
Ronald Eiger of Empire Investors Group Redefines Family Time
Ronald Eiger of Empire Investors Group volunteers his time as assistant coach for his son’s soccer team. - September 21, 2013 - J.P. Turner & Company, LLC
Medi Nuclear Selects Technology Management Solutions to Provide Managed IT Support
Technology Management Solutions, a technology solutions provider specializing in Outsourced Information Technology (IT) Support services, today announced a new IT services agreement with Medi Nuclear. Under terms of the contract, Technology Management Solutions will provide Medi Nuclear with 24x7 Remote Monitoring and Help Desk, Cloud Exchange Services, local and offsite Data Backup Services with Virtualization, Onsite IT Support and Disaster Recovery Services. - September 20, 2013 - Technology Management Solutions, LLC
Convergence Announces Launch of New Website
Convergence, an advisory formed to work with alternative and traditional asset managers to achieve optimal performance across their infrastructure platforms announced the launch of a new website. - September 18, 2013 - Convergence LLC