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Within Asset Management
Finance Experts Are Elated as InCreditable Advisors Has Finally Rolled Out Their Much Anticipated Business Funding Suite
InCreditable Advisors has released a first of its kind cash and credit access system which provides business owners easy access to financing options of all kinds for their businesses. The business credit and funding suite has over 400 financing sources. There is also access to over 30 different funding sources available. - May 15, 2013 - InCreditable Advisors, LLC
Worldwide Investor Network’s Highly-Anticipated Third "Funding the Best in Global Innovation" Mentoring and Demo Event
WIN’s conference set for May 16 in NYC, to accelerate funding for innovative global startups; Divya Narendra, co-founder and CEO of SumZero’ to lead distinguished panel of featured guest speakers. - May 13, 2013 - Worldwide Investor Network
Coral Portfolio Announces Joint Initiative with The Fund Aid Foundation
Coral Portfolio are delighted to announce a joint initiative alongside The Fund Aid Foundation, a non-profit making charitable platform focused on raising significant donations from the Financial Services and Fund Management industries for children's charities. - May 09, 2013 - Coral Portfolio
Cedar Brook Financial Partners Welcomes Jo Ross
Client-relationship professional, Jo Ross, joins Cedar Brook Financial Partners. - May 03, 2013 - Cedar Brook Financial Partners LLC
Dan White Wins National "Top of the Table" Honor
Dan White, president and founder of financial planning firm Daniel A. White & Associates, recently qualified for the Top of the Table of the Million Dollar Round Table distinction. - May 01, 2013 - Daniel A. White and Associates
Certified Divorce Financial Analyst™ Mary Ann Ferreira Begins New Service for Divorcing Couples in the Pacific Northwest
The Institute for Divorce Financial Analysts™ (IDFA™) is pleased to announce that Mary Ann Ferreira of Appropriate Balance Financial Services, Inc. located in Bellevue, Washington recently completed a specialized educational program in professional divorce analysis and is now a... - April 30, 2013 - Appropriate Balance Financial Services, Inc.
Josh Mellberg of J.D. Mellberg Financial Announces Affiliation with Randy Kricke
Florida Financial Adviser Randy Kricke Specializes in Conservative Financial Strategies. - April 24, 2013 - Randolph Kricke
Cedar Brook Partners Offer Spring Cleaning Tips for an Organization’s Retirement Plan
Cleveland-based wealth management firm partners, Craig Gabel and Christine Sivak, offer tips to “spring clean” a retirement plan. - April 24, 2013 - Cedar Brook Financial Partners LLC
Financial Planning Firm Daniel A. White & Associates Will Host Free Advice on Retirement Issues
Retirees and pre-retirees can gain valuable insight into their financial planning through this free seminar to ensure that their assets remain intact throughout their golden years. - April 21, 2013 - Daniel A. White and Associates
Cedar Brook Financial Partners’ Ted Lorenzen, ChFC, and Anthony Podojil, PhD, Specialize in Financial Issues Facing Educators
Cleveland-based wealth management firm partners help educators understand the upcoming changes in their pension plans. - April 21, 2013 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners’ Bill Hawke Raises $20,000 for Leukemia & Lymphoma Society
Cleveland-based wealth management firm partner, Bill Hawke, participates in athletic events to raise money for cancer research. - April 19, 2013 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners Welcomes Jackie Wylen
Client-relationship professional, Jackie Wylen, joins the Employee Benefits Division of the Cleveland-based wealth management firm. - April 14, 2013 - Cedar Brook Financial Partners LLC
Free "Will I Outlive My Money?" Seminar Aims to Help Individuals Plan for Retirement
Financial planning firm Daniel A. White & Associates will host a free seminar designed to engage retirees and pre-retirees and encourage them to think critically about their financial planning. - April 13, 2013 - Daniel A. White and Associates
Mercury Associates, Inc. Marks 10 Years in Business with Personnel Changes and Major New Clients
Mercury wraps up its 10th year in business with important personnel changes and the addition of several notable new clients, both in the US and overseas. The fleet management consulting company has grown from a three person company to the largest dedicated fleet management consulting firm in North America. - April 12, 2013 - Mercury Associates, Inc.
Dan White & Associates Offers Free Financial Planning Seminar
Daniel A. White & Associates president and founder Dan White will lead a free financial planning seminar titled, “Will I Outlive My Money?” addressing pressing financial planning concerns and offering advice for those preparing for their retirement. - April 10, 2013 - Daniel A. White and Associates
MarketCounsel Launches an Innovative Breakthrough RIA Startup Strategy for Advisors Going Independent
MarketCounsel adds to its arsenal with its new Tactical Strategy overlay to the RIA Incubator program and provides prospective independent advisors with a speed-to-market solution. - April 09, 2013 - MarketCounsel, LLC
The MarketCounsel Summit Opens Registration, Announcing a Joint Keynote Address by Sen. Christopher Dodd and Rep. Barney Frank
The architects of the historic Dodd-Frank Wall Street Reform and Consumer Protection Act will deliver a joint keynote at The MarketCounsel Summit on December 10th through 13th at the Four Seasons Hotel in Las Vegas. - April 04, 2013 - MarketCounsel, LLC
Elios Financial Group’s Jim Elios Named 2013 Cleveland Five Star Wealth Manager
James T. Elios, MBA, CHFC©, CLU©, was named a recipient of the 2013 Cleveland Five Star Wealth Manager award. Award winners appear in a special section in the March issue of Cleveland Magazine and Inside Business. - April 04, 2013 - Elios Financial Group, Inc.
Coverage Solutions Inc. Gains Safeco Insurance® Appointment, Providing New Options for Port St. Lucie and Treasure Coast Customers
Coverage Solutions, Inc. receives a direct appointment with Safeco Insurance, a Liberty Mutual Company. - April 02, 2013 - Coverage Solutions Inc
Cedar Brook Financial Partners Welcomes Kelly Smith, CFP®
Kelly Smith, veteran financial services professional, joins the Cleveland-based wealth management firm. - March 31, 2013 - Cedar Brook Financial Partners LLC
RiXtrema Inc. Adds Drs. Yaacov Kopeliovich and Barry Schachter to the Research Team
RiXtrema, Inc. (www.rixtrema.com), a leading risk management modeling and software provider to the investment management industry, is pleased to announce today the addition of Dr. Yaacov Kopeliovich and Dr. Barry Schachter to the research team. Dr. Kopeliovich, who joins RiXtrema as a Director of... - March 26, 2013 - RiXtrema
Cedar Brook Financial Partners Welcomes Lucy Skillicorn
Lucy Skillicorn joins Cleveland-based wealth management firm as an Executive Assistant for Partners Ted Lorenzen, ChFC(R) and Anthony Podojil, PhD. - March 22, 2013 - Cedar Brook Financial Partners LLC
Rozman Wealth Management’s 2013 Corporate Wellness Program Kicks Off a Strong Start to a Healthy Lifestyle
A team of 11 people lose 200 pounds since January during their most intense wellness program to date. The third annual Corporate Wellness Program is the most successful in terms of weight lost and a competitive challenge to motivate the team to remain on their healthy lifestyle plan. - March 20, 2013 - Rozman Wealth Management
Absolute FC, Inc (AFC) Expands Vendor Sponsorship Program
Creative Answers for Businesses in Search of Funding. - March 19, 2013 - Absolute FC, Inc.
WAIN Street Reports Decline in Nationwide Business Defaults in February
WAIN Street Business Default Index Decreases 0.2% to 4.34% in February. - March 16, 2013 - WAIN Street
Nine Lives Media Names Abacus Group to Top 50 of MSPmentor 501 Global Edition
Private cloud services provider for hedge funds ranked #38 MSP in North America. - March 15, 2013 - Abacus Group LLC
Cedar Brook Financial Partners Welcomes Wayne Salsbury
Wayne Salsbury joins Cleveland-based wealth management firm as an Associate to firm Partner, David Robertson, CFP®, JD. - March 13, 2013 - Cedar Brook Financial Partners LLC
Intercare Insurance Solutions’ Sarice Jaehn Wins Prestigious Industry Award
Marks Seventh Win for an Intercare Exec For the seventh time, an executive at Intercare Insurance Solutions, a Hub International Company, has been named top broker by Risk & Insurance®, a leading industry trade publication. Risk & Insurance® awarded Sarice Jaehn, Certified Employee... - March 09, 2013 - HUB International - West Region
Riverview Financial Corporation and Union Bancorp, Inc. Announce Definitive Agreement and Plan of Consolidation
Riverview Financial Corporation (“Riverview”) (OTCQB: RIVE), the holding company for Riverview Bank, and Union Bancorp, Inc. (“Union”) (OTCQB: UBPT), the holding company for Union Bank and Trust Company, jointly announced today that they have signed a definitive agreement to... - March 08, 2013 - Riverview Financial Corporation
The NFEC Teams Up with Generational Wealth Zone to Bring the Financial EduNation Campaign to New York City
Citizens in communities all across the U.S. face monumental financial struggles. To combat the country’s long-term recession, the National Financial Educators Council (NFEC) teamed up with the Generational Wealth Zone (GWZ) to share financial education training through the Financial EduNation campaign. Organizations and residents of California will be one of the first communities to receive these free financial literacy resources. - March 03, 2013 - Generational Wealth Zone
MKA Capital Group Announces Cathedral City California Tesoro Project to Break Ground in Spring 2013
The project will consist of 107 single-family detached homes in a residential area of Cathedral City, CA. - March 02, 2013 - MKA Capital Group Advisors
Cedar Brook Financial Partners’ David Robertson, CFP®, JD Celebrates 20th Anniversary
David Robertson, financial services advisor at one of the region’s largest independent wealth management firms, celebrates 20 years of service. - March 02, 2013 - Cedar Brook Financial Partners LLC
Cartius Finance Announce New COO
Cartius Finance are proud to announce their new COO Michael Cussack, who will be joining them as of March 1st 2013. - February 28, 2013 - Cartius Finance
Absolute FC, Inc. Expands Vendor Sponsorship Program
Absolute FC, Inc (AFC) has added another accolade to its expansive and growing repertoire. For several years, Absolute FC, Inc was limited of acceptance to specific type of vendors for its sponsorship program. Due to the increase in funding and programs made available for 2013, Absolute FC, Inc is... - February 27, 2013 - Absolute FC, Inc.
Michael Schweitzer Receives 2013 Five Star Wealth Manager Award
Michael Schweitzer received the 2013 Five Star Wealth Manager Award from Five Star Professional. The award recognizes service professionals who have been evaluated with 10 objective criteria for providing high-quality service. Five Star Professional conducts national research each year to provide... - February 24, 2013 - Foster Klima & Company, LLC
Shawn Lemp Receives Five Star Wealth Manager Award for the 3rd Consecutive Year
Shawn Lemp received the 2013 Five Star Wealth Manager Award from Five Star Professional, which will be his 3rd consecutive recognition. Service professionals are identified through a nomination, and awards are announced after all candidates have been evaluated with 10 objective criteria for... - February 24, 2013 - Foster Klima & Company, LLC
5th Annual Girls Going Places® Entrepreneurship Conference: Minneapolis Women Business Leaders to Mentor Local Girls in Business and Finance at University of St. Thomas
More than 130 girls from middle and high schools throughout the Minneapolis area, and over 30 prominent women in business, are expected to attend the fifth annual Girls Going Places® Entrepreneurship Conference presented locally by Foster Klima & Company, LLC and The University of St. - February 24, 2013 - Foster Klima & Company, LLC
Pathstone Family Office Receives 2013 PAM Award for Best Multi-Family Office
Pathstone Family Office was named the best overall multi-family office under $2.5 billion by Private Asset Management magazine. The Fort Lee, N.J.-based firm received the 2013 PAM Award during the magazine’s annual awards gala Feb. 12 in New York City. In 2011, Pathstone was recognized as... - February 23, 2013 - Legacy Family Office
Donald Beattie of Foster Klima & Company, LLC Earns CFP® Designation
Donald D. Beattie, CFP® Registered Representative and Financial Advisor of Park Avenue Securities, and Financial Representative at Foster Klima & Company, LLC in Minneapolis, MN has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED... - February 23, 2013 - Foster Klima & Company, LLC
CPI Governance Opens CPI Asia
Leading Dutch risk management, finance and governance consulting firm follows global clients to Asia - February 20, 2013 - Asia-Pacific Connections for CPI Asia
Cropland Values Continue to Inflate Across Mid-South and Southeast; Trend Expected to Extend in 2013
Farmland values are expected to continue rising across the Mid-South and Southeast U.S., according to the latest Farmland Market Survey released today by Farmland Investor Letter. Cash rent increases continue to lag land price inflation across the region. Respondents were most optimistic for irrigated cropland tracts, where 70% expected values to increase. A slight majority-53% of respondents-expected non-irrigated cropland values to continue to rise; 43% forecast that values would hold steady. - February 16, 2013 - Mercator Research LLC
Bonita Springs-Naples Financial Planners, Pelican Wealth Advisors, Host Estate Planning Workshop
Bonita Springs-Naples financial planners, Pelican Wealth Advisors, are hosting a free educational workshop on Tuesday, Feb. 26th. “15 Mistakes Lurking in Most Trusts” will be hosted by “Dr. Frank” Ragonese and estate attorney, Neil Covert. - February 16, 2013 - Pelican Wealth
Absolute FC, Inc. Announces New Division
Absolute FC, Inc. a leader in small business funding - February 13, 2013 - Absolute FC, Inc.
Roxem Assets Increases German Real Estate Rental Performance in 2012
Roxem Assets GmbH, the Berlin-based real estate asset manager, significantly improved its leasing performance in 2012, letting 118,000 sq m (1,270,183 sq ft) - a 45% increase from 2011. Overall Roxem Assets generated total annual rents of some €1.7 million from new leases in 2012. In addition... - February 08, 2013 - Roxem Assets Gmbh
MKA Capital Group is Hole in One for Elkhorn Golf Course
MKA Capital and DEVCO Builders see Profit in Golf Course Project since 2009. - February 02, 2013 - MKA Capital Group Advisors
ARGI Financial Partners with Family Scholar House as Largest Annual Fund Corporate Sponsor
ARGI Financial Group, a Louisville, Kentucky-based financial planning firm, has chosen the Louisville-based charity, Family Scholar House, to partner with starting in 2013. The partnership will include both a monetary commitment, making ARGI their largest annual fund corporate sponsor, and a time... - February 02, 2013 - ARGI Financial Group
Can the Super Bowl Indicator Help Predict the Stock Market in 2013?
Many invesotors look for an "edge" on Wall Street. Mark Geraci Jr. explores the Super Bowl indicator and its forecasting ability for stocks in 2013. - January 30, 2013 - Sound Strategy Estate & Retirement Specialists
John G. Gaffney Earns Associate in Risk Management (ARM) Designation
John G. Gaffney earns designation as a Associate in Risk Management (ARM), a highly respected credential of the risk management and property-casualty insurance industry. - January 27, 2013 - Coverage Solutions Inc
MultiWealth - New Generation's Investment Platform
MultiWealth – Online Investment Adviser provides money management services which are based on the modern portfolio theory, also taking into account the individual risk tolerance. In addition, the company offers analytical content. The cornerstone of MultiWealth Investment Adviser is the... - January 25, 2013 - MultiWealth
Use MLK Jr.'s Advice and You Might Get a Raise
“Whatever your life's work is, do it well. A man should do his job so well that the living, the dead, and the unborn could do it no better.” – MLK Jr. - January 18, 2013 - Sound Strategy Estate & Retirement Specialists