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Within Asset Management
Former Apple CIO Launches Los Angeles Investment Management Firm
Steve Johnson, CFA brings to Adherence Capital Management the same conservative investment philosophies used while Apple's investment subsidiary, Braeburn Capital, Inc., grew over $100 billion in just five years. - August 22, 2013 - Adherence Capital Management
Veteran Cleveland Financial Advisor Teaches Students Fiscal Responsibility
Financial planner Howard Slater, MBA, MSFS®, CFP®, ChFC®, CLU, founder and partner of Cedar Brook Financial Partners, generously volunteers to help Cleveland students. - August 22, 2013 - Cedar Brook Financial Partners LLC
WAIN Street Reports Continued Strength of Nationwide Business Credit Quality Improvements
Business Default Index Deteriorates Marginally by 0.04%; Business Default Diffusion Index Improves to 45.02. - August 20, 2013 - WAIN Street
Financial Planning Firm Daniel A. White & Associates Hosts Educational Seminar for Retirees and Pre-Retirees
Retirement planning expert Dan White will lead a free seminar providing critical information to help retirees plan for a long and worry-free retirement. - August 17, 2013 - Daniel A. White and Associates
Sloy, Dahl & Holst Client and Friend, Waldo Johnson’s 100th Birthday
Management and staff of Sloy, Dahl & Holst, TriMet employees and people from all over honored Mr. Waldo Johnson on the occasion of his 100th birthday. - August 16, 2013 - Sloy, Dahl & Holst
ARGI Financial Group Acquires KD Fiduciary Asset Management
ARGI Financial Group, a Louisville, Kentucky-based financial planning firm, announced that it has acquired KD Fiduciary Asset Management (“KD Fiduciary”), a Louisville independent investment firm. The purchase will better serve the needs of each company’s clients by providing a... - August 16, 2013 - ARGI Financial Group
TriVest Folio - the New Age Analytics for Personal Investments
Simplifying the process of building a diversified portfolio of Mutual Funds and ETFs. - August 14, 2013 - TriVest Folio
Complimentary Financial Planning Seminar Provides Critical Information for Those Nearing or in Retirement
Retirement planning firm Daniel A. White & Associates will host a free seminar providing important information for retirees and pre-retirees. - August 09, 2013 - Daniel A. White and Associates
Golish Financial Group Charity Golf Tournament Benefits the Israel Defense Forces
Come Swing with Golish Financial for Charity, at the Boca Lago Country club, on Oct. 28, 2013; Enjoy a spectacular Golf Tournament benefiting the soldiers of the IDF - August 08, 2013 - Golish Financial Group
Intercare Insurance Solutions' Jennifer Eilers Wins Prestigious National Industry Award
Jennifer Eilers, account executive at Intercare Insurance Solutions, a Hub International Company, has been named the 2013 Employee Benefit Adviser of the Year by Employee Benefit Adviser magazine. - August 07, 2013 - HUB International - West Region
Richmond Brothers, Inc. Hosts Charity Golf Scramble to Benefit The Lingap Children’s Foundation
Richmond Brothers hosting first ever golf scramble at Arbor Hills Golf Club on Friday, August 16. - August 04, 2013 - Richmond Brothers, Inc.
Free “Will I Outlive My Money?” Seminar Addresses Financial Concerns for Retirees and Those Nearing Retirement
Income planning expert Dan White will host event that provides tips for seniors. - August 03, 2013 - Daniel A. White and Associates
J.P. Turner Employees Provide Backpacks and School Supplies to Atlanta Children in Need
J.P. Turner employees raised enough money to donate book bags and school supplies to nearly half of the children served by HOPE Atlanta. - July 31, 2013 - J.P. Turner & Company, LLC
Independent Investment Firm, J.P. Turner, Launches Employee Volunteer Program
The management team and employees at J.P. Turner believe in giving back to the community. Spearheaded by Herman Mannings III, a 10 year J.P. Turner employee, J.P. Turner Connects is a formal firm initiative launched in June that puts their employees into action in the Atlanta community. - July 28, 2013 - J.P. Turner & Company, LLC
TriVest Folio Launches a Personal Investment Tool to Build a Diversified Portfolio of Mutual Funds and ETFs in India
TriVest Folio has launched a free Do-It-Yourself (DIY) personal investment tool to build a diversified portfolio of Indian Mutual Funds and ETFs. The goal is to empower Indians to start building an investment portfolio without having to rely on expensive portfolio managers and investment... - July 27, 2013 - TriVest Folio
Cedar Brook Financial Partners’ Ryan Olds, CFP®, Graduates from Leadership Lake County
Partner, Ryan Olds, attends prestigious Lake County, OH, community Signature Program. - July 27, 2013 - Cedar Brook Financial Partners LLC
Daryl Serizawa Local Financial Services Professional Joins Nationally Recognized Broker-Dealer
Daryl Serizawa of Irvine California has joined San Diego-based broker-dealer, Independent Financial Group (IFG). IFG supports back-of-house operations for its representatives; enabling their financial advisors to provide advice to their clients and help meet their goals of securing retirement and... - July 20, 2013 - DTS Financial Group
Capital Services Bringing Payment Products Portfolio Management to Financial Institutions
Capital Services data analysis expertise to help financial institutions maximize credit card returns. - July 15, 2013 - Capital Services
SJS Markets Extends European Presence with Its Newly Licensed Operation in Amsterdam
SJS Group extends its reach in global markets by opening its headquarters for European operation in Amsterdam. - July 14, 2013 - sjs group
Four Swedish Corporates Make the Top 100 Globally for Resource Efficiency
Four publicly traded Swedish companies have been included in the Osmosis Resource Efficiency Index (ticker MOREWOUT), an index that tracks the relative resource efficiency of the world largest companies in the developed markets. - July 12, 2013 - Osmosis Investment Management
Linda Keller Named Employee Benefits Practice Leader of California for Hub International Limited
Hub International Limited (Hub), a leading insurance brokerage firm, announced today that Linda Keller has been named Employee Benefits Practice Leader of California operations (Hub California). As Practice Leader, Keller will focus on providing leadership and implementing employee benefit... - July 11, 2013 - HUB International - West Region
J.P. Turner Launches Mobile Websites and Web Apps
J.P. Turner & Company, LLC announced the release of their mobile websites and web apps for www.jpturner.com, www.joinjpturner.com and www.jpturnercm.com at the beginning of July. - July 11, 2013 - J.P. Turner & Company, LLC
Jenny Butt Receives First National Social Security Advisor Certification in Kentucky
Jenny Butt of ARGI Financial Group is the first the earn the certification in Kentucky, which allows her to counsel clients on the potential ways to claim Social Security benefits. - July 04, 2013 - ARGI Financial Group
Michael A. Conticelli, CFS, CDFA Opens Solutions Advisory Services, LLC to Partner with Royal Fund Management to Offer Fee Only Investment Services
Michael A. Conticelli, CFS, CDFA today announced a new business relationship with Royal Fund Management; a Florida based SEC Registered Investment Advisor. As an Investment Advisor Representative of Royal Fund Management, Michael will now operate as a fiduciary. As a fee only investment advisory... - June 27, 2013 - Solutions Money Management
Christopher Weil & Company Announces $3 Million Purchase of Commercial Building in Hillcrest by CWC Income Properties 1, LLC
Private equity fund invests in commercial property in the San Diego area. - June 25, 2013 - Christopher Weil & Company
Creekside Financial Advisors Continues to Grow
Experienced financial services professional, David Atwell, joins Cleveland financial services firm as a Client Manager. - June 19, 2013 - Creekside Financial Advisors, LLC
Northeast Ohio’s Plain Dealer Recognizes Cedar Brook Financial Partners Again as a Best Employer
Cleveland-based Cedar Brook Financial Partners is selected as a “best place to work.” - June 19, 2013 - Cedar Brook Financial Partners LLC
Absolute FC, Inc. Growing Again, Climate Good for Business Owners
Absolute FC, Inc. (AFC), while continuing to help small businesses secure critical funding needed to expand and grow, announce plans to expand to New York. Headquartered in California, New York is a logical choice since they service clients from coast to coast. With a multitude of funding options,... - June 19, 2013 - Absolute FC, Inc.
Medicare Workshop Provides Seniors with Critical Insight Into Insurance Coverage Matters for Retirement
Financial planning firm Daniel A. White & Associates to discuss key benefits issues. - June 19, 2013 - Daniel A. White and Associates
Williams Asset Management Names John A Molster, CFP® as Wealth Manager
Today, Williams Asset Management announced that John A Molster, CFP® has been named Wealth Manager. Mr. Molster brings over 25 years of industry experience to Williams Asset Management. In this new role, Mr. Molster will bring additional expertise and experience as Williams Asset Management... - June 16, 2013 - Williams Asset Management
4 Successful Transformer Protector (Tp) Activations Reported
The Transformer Protector had 4 Successful Activations recently and prevented all transformers from explosion and fire. - June 15, 2013 - Transformer Protector Corp
Retirement Planning Firm Daniel A. White & Associates Helps Seniors Get the Most Out of Social Security
Dan White, president and founder of financial planning firm Daniel A. White & Associates, will host a free seminar for seniors discussing how to maximize Social Security benefits. - June 15, 2013 - Daniel A. White and Associates
Daniel A. White & Associates Will Host Free Financial Planning Seminar for Retirees and Those Nearing Retirement
Dan White, President and founder of financial planning firm Daniel A. White & Associates, will host a free seminar for retirees and those nearing retirement, titled, "Will I Outlive My Money?" - June 12, 2013 - Daniel A. White and Associates
Vanderbilt Financial Group Goes Green, Works Towards LEED Certification for New Commercial Property
Financial Services conglomerate, Vanderbilt Financial Group, embarks on a re-brand and the green renovation of its newly purchased Woodbury, Long Island commercial property. - June 10, 2013 - Vanderbilt Financial Group
Dan White Named Gold Eagle Member by American Equity
Dan White, President and founder of financial planning firm Daniel A. White & Associates, was named a member of the Gold Eagle Program by American Equity. - June 08, 2013 - Daniel A. White and Associates
Capricorn Wins Number 1 Spot in Awards from Elevator Magazine
Capricorn Strategies is awarded its 4th industry award this year, raising eyebrows from industry peers. - June 05, 2013 - Capricorn Strategies
Intercare Insurance Solutions Hosts 2nd Annual Corporate Wellness Symposium
Intercare Insurance Solutions, a Hub International Company (Intercare) and San Diego’s leading corporate insurance brokerage specializing in employee benefits, invites San Diego business leaders to attend its 2013 Corporate Wellness Symposium. The full-day event, which educates human... - May 31, 2013 - HUB International - West Region
Intercare Recommends Strategies to Improve Health and Lower Costs
Health care reform legislation’s sweeping changes has Intercare Insurance Solutions, a Hub International Company, advising clients that their employee benefit costs could rise significantly unless they employ several strategies quickly. Intercare, a commercial benefits brokerage, suggests strategies that include developing a long-term strategic plan; educating and engaging employees to make better lifestyle choices and healthcare decisions; and improving overall employee health. - May 31, 2013 - HUB International - West Region
Consumer Center for Resources Will be Hosting an Event to Inform Consumers of Their Legal Rights, and Their Options When Struggling with Foreclosure & Financial Hardship
Consumer Center for Resources will be hosting an event to inform consumers of their legal rights and their options when struggling with foreclosure and financial hardship. The seminar will be held on Saturday, June 15th 2013 at the Glendale Public Library Auditorium on 222 E. Harvard St. in... - May 30, 2013 - Consumer Center for Resources
Capricorn Wins Intl Hedge Fund Award
Capricorn wins Award for Best Danish CTA of the Year after a year of adverse trading condition which seen investors within Capricorns funds coming out on top. - May 29, 2013 - Capricorn Strategies
Creekside Financial Advisors Expands: Dan Abrams Joins Firm as Chief Operating Officer and Director of Education
Cleveland-based financial services firm adds Chief Operating Officer and Director of Education, Dan Abrams, to further enhance the client experience. - May 24, 2013 - Creekside Financial Advisors, LLC
Professional Business Solutions (UK) Ltd Offer New Software for Seamless Auto Enrolment of Employees Into Company Pensions
Top software supplies company for pensions management, Professional Business Solutions (UK) Ltd have just announced the introduction of their auto enrolment software solution. This latest addition to the organisation’s software suite will enable in-house decision-makers across firms in London, Sussex, Surrey, Kent, Hampshire, Middlesex, Essex, Hertfordshire, and Berkshire. - May 23, 2013 - Auto Enrolment 4 Pensions
API Funds Engages Suasion Resources to Enhance Advisor Communications and Support Capabilities
API Funds today announced that it has engaged Suasion Resources, a specialized marketing consulting firm that focuses solely on the financial services industry. - May 23, 2013 - API Funds and Portfolios
Capricorn Wins 2nd Place for "Best Nordic CTA" Award
Capricorn Strategies (www.capricornfx.com) comes in strong again within the financial industry awards, with second place awarded as to then for best Nordic CTA. - May 21, 2013 - Capricorn Strategies
Leading New Jersey Employee Benefits Firm Expands Brand Into New York
NPPG a leading regional employee benefits, retirement planning and actuarial consulting firm acquired Alan T. Nahoum, Inc., (ATN) a pension and actuarial firm in August 2011 and operated as Alan T. Nahoum & Associates, a wholly owned subsidiary of NPPG and was fully integrated into the NPPG brand effective January 1, 2013. - May 19, 2013 - NPPG, Inc.
Gary Williams of Williams Asset Management Attends Exclusive Conference for Financial Advisors and Gives Back to Puerto Rico Youth
Gary Williams, CFP®, CRPC®, AIF®, President of Williams Asset Management in Columbia, MD, gathered with a group of leading financial advisors invited to participate in Commonwealth Financial Network®’s Leaders Conference, April 21–26, 2013, at St. Regis Bahia Beach... - May 18, 2013 - Williams Asset Management
Creekside Financial Advisors’ Randy Schneider Celebrates 20th Anniversary
Cleveland financial advisor celebrates 20 years of service. - May 18, 2013 - Creekside Financial Advisors, LLC
Capricorn Strategies Trumps Other Hedge Funds to Win Investors Choice Award "Best Emerging CTA"
Capricorn Strategies, winner of 10 industry awards before 2013 continues its trend by winning the Investors Choice Award for "Best Emerging CTA" but this is not the first of industry awards this year. - May 16, 2013 - Capricorn Strategies
Pace of Farmland Price Appreciation Eases Across Mid-South and Southeast; Outlook Grows Cautious
The pace of farmland price appreciation across the Mid-South and Southeast U.S. moderated in the first quarter, according to the latest Farmland Market Survey released today by Farmland Investor Letter. - May 16, 2013 - Mercator Research LLC
Online Trading Firm Place Trade Financial Named One of the Top 3 Online Brokers by Barron’s Magazine
Full service brokerage and deep discount online trading firm receives high honors and named to Best Online Brokers 2013. Place Trade was recognized for excelling in Online Trading Experience, Technology, Usability, Mobile, Portfolio Analysis, Featured Reports, Research Amenities, Range of Offerings, Customer Service and Education. Named for Lowest Monthly Cost and Best for Frequent Traders. - May 15, 2013 - Place Trade Financial, Inc.