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Legacy Family Office Joins Top-Ranked Pathstone to Expand Client Services

Legacy Family Office, a privately owned registered investment advisory firm, has joined Pathstone Family Office. Legacy Family Office was founded in 2006 by Tammy Surratt and serves families in the Naples area. Surratt founded Legacy Family Office to provide ultra-high net worth families with more... - January 18, 2013 - Legacy Family Office

Jason Sugarman and Sugarman Family Trust Raise $2 Million for Fullerton Technology Foundation

The wine auction fundraising event will be held at the Fullerton Arboretum on June 1st, 2013. - January 17, 2013 - MKA Capital Group Advisors

Christopher Weil & Company Launches IMA Partner Professionals to Expand Expertise and Offerings

Commercial real estate veteran Bill Whittaker signs on as IMA Partner bringing 30 years of experience to deepen the CWC bench. - January 15, 2013 - Christopher Weil & Company

Professional Business Solutions (UK) Ltd. Offering New Auto Enrolment IT Platform for Implementing Pensions Reform

Professional Business Solutions (UK) Ltd, one of the UK’s foremost specialists for business automation solutions has announced that the company will now be offering a new auto enrolment IT platform to help businesses complete the complex task of managing compliant reports and regulatory... - January 13, 2013 - Auto Enrolment 4 Pensions

Professional Business Solutions (UK) Ltd. Introduces New Website to Provide Information on New Auto Enrolment Legislation

Industry leaders for auto enrolment IT solutions, Professional Business Solutions (UK) Ltd have just announced the unveiling of its new website to introduce employers across the UK to the new auto enrolment legislation. The new legislation enacted by the Pension Act 2008 became effective on 1st... - January 13, 2013 - Auto Enrolment 4 Pensions

HUB International Acquires Intercare Insurance Solutions

Hub International Limited (Hub) announced today that it has acquired Intercare Insurance Solutions, Inc. (Intercare), a San Diego, California-based insurance brokerage firm. Terms of the acquisition were not disclosed. Intercare will become part of the California operations of Hub International Insurance Services (Hub California). - January 12, 2013 - HUB International - West Region

Why Few People Have the Right Savings Plan - And How to Tell if You're One of Them

A growing trend has developed that suggests many people have the wrong savings plan for their needs. - January 10, 2013 - Sound Strategy Estate & Retirement Specialists

Money for Business Loans Availability Predicted

A financier of 20 years’ experience delivering capital to medium size businesses, and smaller entrepreneur operations has predicted 2013 will open up in the third quarter for operations those sizes for loans up to a million dollars. “However, banks will continue to be very careful and... - January 09, 2013 - Grace Financial Capital Group, LLC

Roxem Assets Lets 35,200 M2 to Volkswagen AG

Roxem Assets gmbh has extended the letting of 34,550 m2 of warehouse and 650 m2 of office space in the Braunschweig commercial park at Steinriedendamm, Germany to Volkswagen AG. - January 09, 2013 - Roxem Assets Gmbh

Goldman Sachs and Greystar to Acquire $1.5 Billion of Assets from Equity Residential

Greystar Real Estate Partners today announced that a joint venture between the company and the Real Estate Principal Investment Area of Goldman, Sachs & Co. has entered into an agreement to purchase a $1.5 billion portfolio of multifamily assets from Equity Residential (NYSE: EQR). The... - January 08, 2013 - Greystar

Cedar Brook Financial Partners’ Ben Katz Celebrates 20th Anniversary and Launch of findmybenefits.com

Cleveland-based wealth management firm’s Director of Employee Benefits offers clients another value-add, a web portal for employees. - January 02, 2013 - Cedar Brook Financial Partners LLC

Creekside Financial Advisors Expands: Experienced Client Service Manager Joins Firm

Financial services professional, Jeanne Cowart, joins Cleveland financial management firm as a client manager. - December 23, 2012 - Creekside Financial Advisors, LLC

Stock-Signal.com Introduces New Monthly Subscription Option

Stock-Signal.com introduces a new tiered pricing schedule for subscribers. Same low price investment site, multiple payment options. - December 19, 2012 - InTrust Advisors

RITE and Retail Automation Merge to Deliver New Retail Technology and Expand Nationwide

The merger of Retail Information Technology Enterprises (RITE) and Retail Automation Systems (RAS) on January 2nd, 2013, unites two long-established and highly awarded Microsoft Dynamics Retail Partners to provide end-to-end retail software, hardware and IT services to every U.S. and international... - December 17, 2012 - Retail Automation

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

Recent Headlines Within Asset Management

Recent Headlines
Within Asset Management