Recent Headlines
Within Asset Management

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.

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

Thurman Hotel Consultants Expands Portfolio

Thurman Hotel Consultants signs The Ramada Kissimmee Downtown to Sales & Revenue Management Agreement. - January 26, 2014 - Thurman Hotel Consultants

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

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

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.

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

Recent Headlines Within Asset Management

Recent Headlines
Within Asset Management