Recent Headlines
Within Asset Management
Financial Adviser Rick Helbing Featured in the Sarasota Herald-Tribune
Rick Helbing of Suncoast Advisory Group Advises Readers to do Their Due Diligence Before Investing in Real Estate - December 14, 2012 - Suncoast Advisory Group
Cedar Brook Financial Partners Sponsors First in a Series of BBYO Leadership Development Programs
Over one hundred teens from Northeast OH participated in first Israel Defense Force Leadership Development Program sponsored by Cedar Brook Financial Partners and developed through BBYO, the world’s leading Jewish teen movement. - December 08, 2012 - Cedar Brook Financial Partners LLC
Richmond Brothers, Inc. Sponsors Ed Slott’s Retirement Rescue! During WKAR Fundraising Campaign
Show airs December 2 through 9 on WKAR Public Media Station - December 06, 2012 - Richmond Brothers, Inc.
Tightening U.S. Farmland Market Presents a Growing Hurdle for Farm Investment Managers
Farmland fund paying $108 million for 29,000 acres in Texas and Wisconsin as it strives to invest mounting cash backlog. - December 05, 2012 - Mercator Research LLC
Free Seminars Offered to the Public on the Fiscal Cliff
Sivia Business and Legal Services, P.C. set to offer informational seminars to locals on the Fiscal Cliff and how they can prepare. - December 05, 2012 - Sivia Business and Legal Services
Cedar Brook Financial Partners Adds High Demand Financial Planning Service for Public Employees
Veteran financial services advisor, Ted Lorenzen, ChFC® and former superintendent, Dr. Anthony Podojil, PhD specialize in particular financial issues faced by educators and other public employees. - December 05, 2012 - Cedar Brook Financial Partners LLC
Beacon Financial Advisors, LLC Celebrates 10 Years of Providing Service to Residents of the Greater Kansas City Area
Kansas City’s Fee-Only Financial Planner Marks its 10 Year Service Anniversary this Quarter. - December 04, 2012 - Beacon Financial Advisors, LLC
Rick Helbing Named Among 150 Best Financial Advisers for Doctors in the Nation
Rick Helbing of Suncoast Advisory Group in Sarasota, Florida Named Among 150 Best Financial Advisers for Doctors in the Nation by Medical Economics Magazine - November 29, 2012 - Suncoast Advisory Group
Canby Financial Advisors Names Flaherty Relationship Manager
Flaherty promoted; will provide financial planning, investment management and retirement plan services to Canby Financial clients - November 29, 2012 - Canby Financial Advisors, LLC
Platinum Benefit Planning Launches New Information Website in Response to the Cost of Medicaid Nursing Home Care Planning- Eligibility and Asset Protection
Platinum Benefit Planning launches its new informational website showing, once again, its commitment to helping families get educated and gain government and nursing home benefits. Certain types of assets are not considered when determining whether an applicant meets the asset requirements for Medicaid eligibility. - November 25, 2012 - Platinum Benefit Planning
NCA Financial Planners Named 2012 Best of Cleveland
NCA Financial Planners has been selected for the 2012 Best of Cleveland Award in the Pension & Retirement Plan Consultants category by the Cleveland Award Program. - November 25, 2012 - NCA Financial Planners
Mindful Money Magazine – Unbiased Information from Fee-Only Financial Advisors
Mindful Money Magazine is the Only Digital Magazine with Articles from Fee-Only Financial Advisors. Mindful Money Magazine is published by Fern Alix LaRocca CFP® EA, who has over 30 years experience in the Financial Services industry and the Founder of Advanced Financial Designs. - November 21, 2012 - Advanced Financial Designs
Local Advisors David Richmond & Matthew Curfman Attend Exclusive Retirement Planning Workshop with America's IRA Expert Ed Slott
David Richmond, MSFS, CLU®, ChFC® and Matthew Curfman, CFP®, completed expert-level IRA distribution training at Ed Slott’s recent Master Elite IRA Advisor GroupSM Workshop on November 2 - 4 in Phoenix, Arizona. Richmond and Curfman spent several days with Ed Slott and Company,... - November 21, 2012 - Richmond Brothers, Inc.
Dennis Dachtler Announces Succession Plan for Dachtler Wealth Management
Daughter Heather Dachtler in line to take over her father’s business. - November 21, 2012 - Dennis Dachtler
Bergamo Acquisition’s Corp Financials Filed with OTC Markets, the CEO Conducts Radio Interview Provides Further Update
Bergamo Acquisition’s Corp Financials Filed with OTC Markets, the CEO Conducts Radio Interview Provides Further Update for Tkr $BGMO Financials Filed with OTC markets, CEO Conducts Radio Interview Provides Further Update - November 16, 2012 - Bergamo Acquisition Corp
InTrust Advisors Changes Client Account Custodians to Interactive Brokers
InTrust Advisors announced it has changed client account custodians to Interactive Brokers (“IB”). According to Jeff Diercks, the Company's Managing Director, "We are excited about the move to Interactive Brokers. IB is one of the most widely used account custodians by... - November 16, 2012 - InTrust Advisors
Guardian Capital Advisors, LLC Sponsors Raleigh Roundup
Local Financial Advisory Firm Helps The American Cancer Society Make Nov. 9 Event a Great Success - November 16, 2012 - Guardian Capital Advisors
"Will I Outlive My Money?" Seminar Targets Retirement Issues
Free seminar will discuss financial planning questions and concerns for retirement. - November 11, 2012 - Daniel A. White and Associates
Tyson Asset Management Inc. Rolls Out Latest Trading System Upgrade
Singapore based Tyson Asset Management Inc. announced today the release of the latest upgrade of their proprietary trading system. - November 11, 2012 - Tyson Asset Management Inc.
Christopher Weil & Company Venture Fund Investment Reaches Major Milestone
Boston Scientific announces a definitive agreement to acquire Vessix Vascular, Inc. - November 10, 2012 - Christopher Weil & Company, Inc.
Wall Street Firm Steps Up to Plate on Veteran’s Day; Mischler Financial Group to Contribute November Profits to Wounded Warrior Project
Mischler Financial Group, Inc., the securities industry’s oldest and largest Service Disabled Veterans Business Enterprise, has announced that it will be contributing 10% of the firm’s November profits to the Wounded Warrior Project; the leading non-profit dedicated to creating jobs and improving the circumstances of the thousands of men and women who risked their lives and became physically disabled while serving in our country’s Armed Forces. - November 09, 2012 - Mischler Financial Group, Inc.
Enquirica Research Poll: Federal Infrastructure Spending Proposals Not Consistent with the Priorities of Albertans
Albertans would prefer to see federal infrastructure dollars spent on Highway 63, the critical gateway to oil sands projects. - November 08, 2012 - Enquirica Research
VS Associates Inc. Announces Critical Tax Saving Strategies Just in Time for 2012
VS Associates, Inc. announced today a series of upcoming seminars on tax saving planning for 2012. Every year taxpayers needlessly over-pay their taxes and there's still time to apply strategies this year that can protect individuals from paying unnecessary taxes. The host and Instructor of the... - November 07, 2012 - VS Associates, Inc.
NCH Supporting Child Focus in Annual Holiday Toy Drive
Employees to Donate Gifts to Separated Foster Care Siblings - November 07, 2012 - Nevada Corporate Headquarters, Inc.
MKA Advisors Group Announces the For Sale Listing of the Elkhorn Golf Resort Property
MKA Capital, a real estate firm specializing in fund management, real estate assets, and real estate developments, is excited to announce the newly for sale listing of the Elkhorn Golf Resort property located in Lyons, OR. An operational 18-hole golf course is part of the 463 acre property of... - November 03, 2012 - MKA Capital Group Advisors
Cedar Brook Financial Partners' Timothy Lata, CLU(R), ChFC(R) Celebrates 20th Anniversary
Financial services advisor at one of the region’s largest independent wealth management firms celebrates 20 years of delivering individualized financial plans. - November 03, 2012 - Cedar Brook Financial Partners LLC
Solutions Money Management Opens Cape Coral Office
Michael A. Conticelli, CFS, CDFA announces the launching of Solutions Money Management in its new office in Cape Coral. Solutions Money Management provides financial services to individuals and small businesses. “We launched Solutions Money Management because we noticed a definite need in... - November 03, 2012 - Solutions Money Management
Stock-Signal.com Introduces Trend Following Buy and Sell Signals on Three New Indexes
Stock-Signal.com introduces trend following buy and sell signals on three new indexes, the DB Commodity, London Gold and U.S. dollar indexes. - November 02, 2012 - InTrust Advisors
Global Trust Depository Announces Update of Services & Website
Global Trust Depository, established in 1979, is in the business of providing Authentication Reports, Safekeeping Receipts, Blocked Asset Letters. They act as a Third Party Holder of Assets in valuable asset transactions including sales, leases, trades and lending situations. Now to better serve... - October 28, 2012 - Global Trust Depository
iPlan Group Sponsors Ohio Real Estate Investors Association Conference
The 2012 Ohio Real Estate Investors Association (OREIA) Conference is taking place from November 8-11, 2012. The conference hosts the country’s largest convergence of real estate professionals and investors, who will meet to discuss new strategies for wealth and investing strategies. iPlan Group, Ohio’s premier custodian of self-directed IRAs, is excited to sponsor the event. - October 27, 2012 - iPlan Group
Enquirica Research – Alberta Public Opinion Survey
Albertans support private sector participation in infrastructure; oppose federal spending on Detroit-Windsor bridge. - October 26, 2012 - Enquirica Research
Free Financial Planning Seminar Addresses Retirement Issues
"Will I Outlive My Money?" targets concerns and questions about retirement assets. - October 26, 2012 - Daniel A. White and Associates
CAPTRUST Expands in Another Top Retirement Market
Firm’s growth steady with the opening of its newest office in Manhattan. - October 25, 2012 - CAPTRUST
Cedar Brook Financial Partners Welcomes Linda Parker
Linda Parker joins Cleveland-based wealth management firm as Executive Assistant to Firm Principal, William Glubiak. - October 21, 2012 - Cedar Brook Financial Partners LLC
Free "Will I Outlive My Money?" Financial Planning Seminar Offers Advice to Retirees for Their Golden Years
Daniel A. White and Associates will host this free financial planning seminar for retirees and those nearing retirement. - October 20, 2012 - Daniel A. White and Associates
Financial Firm Calls Indianapolis Its Newest Home
Louisville, KY based ARGI Financial Group celebrates the opening of their newest office in Indianapolis - October 19, 2012 - ARGI Financial Group
Seminar: Free Financial Advice to Secure Your Retirement
Dan White will host a free financial planning seminar for retirees and others in need of financial advice for their golden years. - October 17, 2012 - Daniel A. White and Associates
Leaf Credit Solutions Helps Companies Build Business Credit and Secure Funding
Bloomfield, New Jersey-based Leaf Credit Solutions has expanded its services to include Business Credit Asset™. The program is a proven, step-by-step system to help companies build business credit and position themselves to secure trade credit and funding. - October 07, 2012 - leaf credit solutions
The Malta Retirement Programme Assesment by John Huber and Associates Tax Services Malta
Malta is an excellent place to retire at any age hence the introduction of the Malta Retirement Programme appeases the requirements of many EU , EEA or Swiss nationals whose main income is from pensions, retirement schemes and plans and lifetime or temporary annuities. The policy is supported by an attractive tax structure, amongst other advantages. Foreigners residing in Malta are not taxed on their worldwide income but only on Maltese source income and on foreign income remitted to Malta. - October 05, 2012 - John Huber and associates Tax Consultants
Pertria Volunteers Their Support to the PGA Tour Frys.com Open Tournament
Members of Pertria volunteer at the Frys.com Open PGA Golf Tournament. - October 04, 2012 - Pertria
Lee Wealth Solutions Honors the Palm Beach County Police Benevolent Association Officer of the Year for Bravery Above and Beyond the Call of Duty
Lee Wealth Solutions is proud to support the work and dedication of law enforcement officers everywhere, and this year was no exception. The Palm Beach County Police Benevolent Association held their annual Police Officers’ Ball at the Ritz Carlton Hotel in Palm Beach, where Randy and Holly... - October 02, 2012 - Lee Wealth Solutions
Williams Asset Management Named a Top Wealth Manager by AdvisorOne
Williams Asset Management has been named a “Top Wealth Manager” by AdvisorOne, publisher of Investment Advisor and Research magazines. This is the 12th year that AdvisorOne (and its predecessor publications) have listed the Top Wealth Managers. As in years past, survey participants... - September 26, 2012 - Williams Asset Management
National Wellness Leader and Senior Executives Discuss Health as a Business Strategy
Intercare Insurance Solutions, one of the fastest growing full-service employee benefit consultants in Southern California is presenting on a panel for the National Human Resources Association, Orange County Chapter’s breakfast meeting on October 16, 2012. - September 22, 2012 - HUB International - West Region
MKA Capital Acquisitions Breaks Ground on Second Release of the McKee Subdivision
MKA Capital Group LLC, a real estate firm that manages McKee Development LLC, is breaking ground on the Second Release of the McKee subdivision. It is a 157 unit project where 30 of the 78 lots in Phase I are already sold. Located in Bakersfield, CA, the project is being managed by MKA Capital... - September 21, 2012 - MKA Capital Group Advisors
Asset Protection Manual by Michael Scott Ioane
Protect Your Right to own and Control Property.Properties and assets you worked hard for can be lost to opportunists. - September 19, 2012 - Asset Protection Manual
Bonita Springs - Naples Wealth Management Firm, Pelican Wealth Advisors, Hosting Free Identity Theft Prevention Workshop
Dr. Frank Ragonese of Bonita Springs - Naples wealth management firm Pelican Wealth Advisors, and Beth Schell, Crime Prevention Specialist of the Lee County Sheriff’s Office, will be presenting a free identity theft workshop on Tuesday, October 2nd at 11:30am at the Crexent Center in Bonita Springs. RSVP to Pelican Wealth Advisors at (239) 985-4098. - September 19, 2012 - Pelican Wealth
Tyson Asset Management Inc. Announces Appointment of New Economics Chief
Tyson Asset Management Inc. is pleased to announce the appointment of Clive Noble as Chief Economist to head up the company's Research and Forecasting Division. - September 15, 2012 - Tyson Asset Management Inc.
Cedar Brook Financial Partners' Kristen Moran, CFP(R), is Named Director of Jeremy Cares, Inc.
Kristen Moran, Director of Wealth Strategies for Cleveland-based wealth management firm volunteers to help non-profit expand its footprint in Northeast Ohio. - September 15, 2012 - Cedar Brook Financial Partners LLC
Gary S. Williams Designated as a Premier Advisor in Maryland by the National Association of Board Certified Advisory Practices
Williams Asset Management announced today that its President and CEO, Gary Williams, CFP®, CRPC®, AIF® has been recognized as a NABCAP Premier Advisor, an exclusive group of financial advisors who represent the best in quality wealth management in Maryland. The designation is awarded... - September 14, 2012 - Williams Asset Management
CAPTRUST Launches Website for Nonqualified Plan Sponsors
CAPTRUST, the nation’s leading independent, fee-based, retirement consulting firm, announces the launch of www.captrustnonqualified.com, a website that offers an objective and holistic perspective on best practices for nonqualified deferred compensation plans. The website offers a concise... - September 14, 2012 - CAPTRUST