Recent Headlines
Within Asset Management
MKA Capital Group Advisors Announces New Website
Website will inform potential investors of services and provide general information about additional projects and current funds. - September 12, 2012 - MKA Capital Group Advisors
Roxem Assets Increases Like on Like Rentals in the First Half of 2012
Roxem Assets GmbH has increased its leasing performance in the first six months of this year in comparison to the first half of 2011. The Berlin-based asset manager has trebled the number of square meters leased on behalf of its clients compared with last year. - September 07, 2012 - Roxem Assets Gmbh
Cedar Brook Financial Partners Welcomes Certified Financial Planner(R) Andrew Denis as Partner
Cedar Brook Financial Partners, LLC (www.cedarbrookfinancial.com) is pleased to announce that Andrew Denis has joined the firm as a Partner. The advisors at Cedar Brook, one of Northeast Ohio’s largest independent wealth management firms, offer a wide range of customized financial advising... - September 06, 2012 - Cedar Brook Financial Partners LLC
Suncoast Advisory Group Advises Physicians on What They Should Know Before They Sell Their Practice
Tips from Certified Financial Planner Rick Helbing of Suncoast Advisory Group in Sarasota, Florida - September 05, 2012 - Suncoast Advisory Group
Intercare Insurance Solutions Named "Best Places to Work" Finalist by San Diego Business Journal
For the fourth consecutive year, Intercare Insurance Solutions, a fast-growing, San Diego-based full service commercial insurance brokerage has been recognized as one of San Diego’s best places to work. - August 31, 2012 - HUB International - West Region
High-End Women’s Apparel Company, Searle™ Seeks Buyer to Exit Bankruptcy
Three Twenty-One Capital Partners, LLC (321 Capital) announced today that it has been court appointed to sell the well-known, high-end women’s apparel company, Searle™/Tom Jones Inc., which operates under the brand name Searle, as an entirety or in parts, through the U.S. Bankruptcy Court of the State of New York. - August 30, 2012 - 321 Capital Partners LLC
Local Financial Advisor Gary S. Williams Calls on Dept. of Labor to Protect Investors’ Access to IRA Advice
Gary S. Williams, President of Williams Asset Management, today called on the U.S. Department of Labor (DOL) to follow a set of criteria while writing their new rule to redefine the term “fiduciary” – a rule that threatens to price millions of Main Street Americans out of... - August 29, 2012 - Williams Asset Management
Rocky Bleier and Son, Adri Bleier, Form Bleier Zagula Financial to Help Safeguard Pittsburgh Area Retirees
The growing concern with seniors and baby boomers is how to safely prepare for retirement in these volatile economic times. Enter local sports hero, Vietnam vet, concerned citizen and business man, Rocky Bleier. - August 27, 2012 - Bleier Zagula Financial
Grace Advisory Group Names New Manager of Port Charlotte Office
Grace Advisory Group announces the appointment of Financial Advisor Marilyn Prevoir as Manager of the company’s Port Charlotte office. The office is at 1777 Tamiami Trail, Suite #300. The company has been serving the Charlotte County area for a number of years. - August 26, 2012 - Grace Advisory Group
Altium Group LLC, New York City Operation
Altium Group has expanded its Origination and Transaction Division to a new second location in New York City. - August 25, 2012 - Altium Group LLC
Danielle Dion Joins Legacy Family Office
Legacy Family Office, a southwest Florida based Multi-Family Wealth Office, welcomes Danielle Dion in her new position as Client Service Associate. Dion’s experience and customer service focus will enhance the concierge level of financial affairs coordination currently delivered by Legacy... - August 25, 2012 - Legacy Family Office
The Corvus Group Expands Mortgage Brokerage Team
The Corvus Group, Inc., a diversified commercial real estate capital services company that serves public and private sector clients nationwide, announced Barbara Hall joined its Chicago-based commercial mortgage brokerage team as a Commercial Mortgage Advisor. - August 24, 2012 - The Corvus Group
Roxem Secures Pre-Let at Louis Krages Industrial Site, Bremen, Germany
Roxem Assets GmbH, on behalf of Hansteen, has let 20,000 sq m (215,278 sq ft) of warehouse space and 200 sq m (2152.7 sq m) of office space at the Louis Krages site in Bremen’s Industriehafen (industrial port area), Germany. Construction of the warehouse is due to complete on the 1st of May... - August 22, 2012 - Roxem Assets Gmbh
Savvy Social Security Planning Webinar
60-minute webinar will provide Baby Boomers with what they need to know to help maximize their retirement benefits. - August 18, 2012 - Richmond Brothers, Inc.
The Futures Bay Will Merge Its Online Trading Platform by the End of 2012
The Futures Bay has announced plans to merge their online trading system with a yet to be named European exchange by the end of the year. - August 17, 2012 - The Futures Bay Limited
Bonita Springs Wealth Management Firm, Pelican Wealth Advisors, Announces Free Educational Workshop with “Dr. Frank” on August 29th
Pelican Wealth Advisors will be hosting a free educational workshop on Wednesday, August 29th from 1:30-3:30pm at the Crexent Center in Bonita Springs. Topic will be “15 Mistakes Lurking in Most Trusts,” hosted by finance and risk management expert, “Dr. Frank.” Those interested in attending must RSVP by calling (239) 985-4098 or email michele@pelicanwealth.com. Space is limited, reservations taken on a first come, first serve basis. - August 16, 2012 - Pelican Wealth
Why do Investment Books Have to be so Boring? With His New E-Book "Investilosophy," Ofir Hirsh Wants to Break That Stigma.
“Investilosophy: Investment Lessons Wrapped in a Story,” by Ofir Hirsh. Finally, an Entertaining And Unconventional Investment Book. A Blend of Fiction, the Real Investment World, and the Wild Beauty of Kauai. - August 14, 2012 - Ofir Hirsh
Reaves Greer of Guardian Capital Advisors Passes Level II Chartered Financial Analyst Exam
Registered Sales Assistant for Local Financial Firm Reaches Milestone in Pursuit of CFA Certification. - August 12, 2012 - Guardian Capital Advisors
Dixon-Meyers Trailways is Acquired by Windstar Lines Inc.
Three Twenty-One Capital Partners, LLC (321 Capital) announced today that it has successfully completed the asset sale of Dixon Meyers Transportation and Dixon Meyers Bus Company d/b/a Dixon Meyers Trailways in Rochelle, IL to Windstar Bus Lines, based out of Carroll, IA. Dixon Meyers... - August 11, 2012 - 321 Capital Partners LLC
International Bentley & Rolls Royce North Sea Rally Sponsored by Brokersclub AG
North Sea Rally Sunday 9 September 2012 Sponsored by Brokersclub AG Organised by International North Sea Rally On Sunday, September 9, 2012, the summer season will be ended in style with a rally along the North Sea, from Knokke to Middelkerke. Enjoy a day filled with Bentleys and Rolls-Royces,... - August 08, 2012 - Brokersclub AG
Cedar Brook Financial Partners Welcomes Compliance Specialist David Anderson, J.D.
Cedar Brook Financial Partners, LLC (www.cedarbrookfinancial.com) is pleased to announce that David Anderson has joined the firm as Chief Compliance Officer. The advisors at Cedar Brook, one of the region’s largest independent wealth management firms, offer a wide range of customized... - August 05, 2012 - Cedar Brook Financial Partners LLC
Select Stainless is Acquired by The McAllisters
Three Twenty-One Capital Partners, LLC (321 Capital Partners) announced today that it has successfully completed the asset sale of Select Stainless, a Production and Custom Stainless Steel Manufacturer, to Select Stainless Products, LLC owned by Larry and Betty McAllister, will continue operations... - August 04, 2012 - 321 Capital Partners LLC
Retirement-Toolbox LLC Releases New Video: How to Jump-Start a Tax-Free Retirement Plan
How to Jump-Start a Tax-Free Retirement Plan by leveraging low yielding assets like receivables & inventory to accelerate wealth building. How to convert an existing IRA, 401(k) and 403 (b) plan into a tax-free plan. - July 31, 2012 - Retirement-Toolbox LLC
Windward Capital Partners, LLC Launches New Premium Finance Lending Facility
Traditional Life Insurance Premium funder announces new service launch for estate and tax planning. - July 27, 2012 - Windward Capital Partners LLC
Greenbird Financial Now Offers Currency Options Trading Service to Global Investors
Greenbird Financial, an international brokerage company that specializes on futures and options, forex and derivatives products is happy to announce its currency options trading services to global traders and investors using its most ground-breaking trading platform, the WinTrade platform. - July 25, 2012 - Greenbird Financial
Sara Making a Difference: Raises Money with a Lemonade Stand
Sara Peters, age 6, with her team of Cary Christian friends and her brother, Robert, age 3, offered cupcakes, brownies and the sought after lemonade to much of downtown Raleigh and beyond for the benefit of Men or Armor. - July 21, 2012 - VisionQuest Wealth Management
Cedar Brook Financial Partners Hires Chief Experience Officer
Cedar Brook Financial Partners, one of Northeast Ohio's largest independent wealth management firms, hired Jennifer Falb as Chief Experience Officer. - July 21, 2012 - Cedar Brook Financial Partners LLC
LP Analyst Expands Dallas Team
Paula Chong joins LP Analyst. - July 20, 2012 - LP Analyst
R&K Solutions Releases Enterprise Geospatial Facilities Management Software Solution, GoRPM
R&K Solutions, Inc., a recognized leader in facilities and real property management software and services, today announced the official release of the company’s Enterprise Geospatial Facilities Management software solution, GoRPM. - July 19, 2012 - R&K Solutions, Inc.
Coral Student Fund Backs Round Hill's Acquisition of Nido Portfolio
Coral Student Portfolio, the unique student accommodation fund of funds, has recently participated in one the UK's largest real estate transactions of 2012. Adding further diversification to their portfolio, Coral augments their mix with exposure to premium student housing in the UK's premier market, London. - July 19, 2012 - Coral Portfolio
Randy Lee, President of Lee Wealth Solutions in Florida, Earns Prestigious Award, Credits Work Ethic and Growing Popularity of Boutique Style Financial Firms
In an industry where competition is tough and size used to matter, a new type of financial planning firm is gaining popularity. They are called "boutique" style firms, known for their broad list of financial services and strong attention to customer service. Randy Lee of Lee Wealth Solutions in Jupiter, Florida says customer service is what sets his firm apart from the rest, and the industry is starting to notice. - July 19, 2012 - Lee Wealth Solutions
Tyson Asset Management Expands Corporate Finance Division
After booking a record amount of proceeds from IPO fees in the first half of 2012, Tyson Asset Management Inc. is doubling staff in its Corporate Finance department. - July 13, 2012 - Tyson Asset Management Inc.
Greenbird Financial Names New Head for International Brokerage Sales Service
Greenbird Financial recently revealed the appointment of Mr. James Poole as the new head of the firm’s International Brokerage Sales Service Division. - July 11, 2012 - Greenbird Financial
Retirement-Toolbox LLC Releases New Video: Tax-Free Retirement Plans
Enjoy the Magic and Power of Tax-Free compounding and Easy Access to Your Money When You Need It, Income Tax-Free and Penalty Free. - July 05, 2012 - Retirement-Toolbox LLC
ARGI Financial Group Leads Fiscal Education Campaign in Louisville
ARGI Financial Group, a Louisville-based financial planning firm, has taken a leadership role in the community by forming the ARGI Initiative, a campaign advocating fiscal responsibility & education. The current state of the economy, the rising national debt, unemployment rates, & the... - July 05, 2012 - ARGI Financial Group
Michael Hensley of Guardian Capital Advisors, LLC Helps Lead Washington, D.C. Financial Event
Managing Member of Raleigh Firm One Of Only Fifteen Financial Advisors Nationwide to Participate in Capitol Hill Day Advocacy Event - June 30, 2012 - Guardian Capital Advisors
Brian Thomas Johnson Has Been Awarded the Accredited Investment Fiduciary® Designation from the Center for Fiduciary Studies
The AIF designation signifies training and knowledge in the area of fiduciary responsibility. AIF designees can be an invaluable resource to investment fiduciaries and individual investors alike. Mr. Johnson is a LPL Financial Consultant for Monarch Wealth Strategies in Santa Barbara. He is the Chief Operating Officer of Monarch Wealth Strategies. - June 30, 2012 - Monarch Wealth Strategies
Knightsbridge Advisors AG: Providing Clients with a Unique Competitive Edge in Financial Advisory
Knightsbridge Advisors AG provides the solution to the demanding needs of novice investors. While it is a reluctant self-confessed leading firm in the field, its proprietary investment analytics hold a lot of promise for its clients. Asset managers can make or break an investor’s financial well-being. It is crucial to find the right asset manager to successfully navigate through the jungle of available investments in the market. - June 29, 2012 - Knightsbridge Advisors AG
Learning How to Reduce or Eliminate Capital Gains Tax
Michael Packman Educated Long Island Real Estate and Business Renaissance Attendees on How to Reduce or Eliminate Capital Gains Tax on Real Estate Transactions. - June 29, 2012 - J.P. Turner & Company, LLC
Bill Duggins, CFP®, CPA, AIF® Once Again Receives Orange Coast Magazine's Five Star Wealth Manager Award
Bill Duggins, CFP®, CPA, AIF®, founder of Duggins Financial, an independent boutique firm specializing in investment management for private clients and retirement plan consulting to corporations, has been listed in the April 2012 issue of Orange Coast magazine as a Five Star Wealth Manager. - June 28, 2012 - Duggins Financial
Cedar Brook Financial Partners’ Rebecca Bar-‐Shain Earns Certified Financial PlannerTM Certification
Cleveland-‐based Cedar Brook Financial Partners financial planner, Rebecca Bar-‐Shain, has earned the esteemed CFP® Certification. - June 23, 2012 - Cedar Brook Financial Partners LLC
Arin Risk Advisors, LLC Launches Arin's Large Cap Active Core Plus SMA in Partnership with Logan Capital Management, Inc.
Arin Risk Advisors, LLC (“Arin”), a fee-only, SEC-registered investment advisor, providing options overlay and volatility management services, is pleased to announce that Logan Capital Management, Inc. (“Logan”) has agreed to act as a sub-advisor for its newly created Arin... - June 22, 2012 - Arin Risk Advisors, LLC
Northeast Ohio’s Plain Dealer Recognizes Cedar Brook Financial Partners as a Best Employer in Northeast Ohio
Cleveland-based Cedar Brook Financial Partners is selected as a “best place to work.” - June 20, 2012 - Cedar Brook Financial Partners LLC
Appropriate Balance Financial Services Announces Expansion Into 401(k) Pension Planning
Appropriate Balance Financial Services, Inc. (ABFS) announced today that it will leverage its extensive investment management experience by expanding into 401(k) and 403(b) pension planning services. “This is a very natural extension of the investment management and financial planning... - June 19, 2012 - Appropriate Balance Financial Services, Inc.
New Free Do-It-Yourself Retirement Income Management Website Released by Stanford Business School Graduates
Two recent Stanford MBA graduates have launched a brand new web-based retirement income business model for recent retirees, RetireMoose.com. - June 17, 2012 - RetireMoose
Cedar Brook Financial Partners’ Eric Rubin is Recipient of National Achievement Award
The American Association for Long-Term Care Insurance selects Cedar Brook’s Eric Rubin to receive the 2012 Achievement Award for a second year in a row. - June 16, 2012 - Cedar Brook Financial Partners LLC
Brad Connors Named One of Investment Centers of America’s Top Ten Representatives for 2012
Investment Centers of America, Inc. (ICA) recognized Brad Connors as one of ICA’s top ten representatives at the company’s national conference in Ponte Vedra Beach, Florida. The annual event, held March 7-10 at the Sawgrass Marriott Resort, provided an opportunity for attendees to share... - June 14, 2012 - iWealth
Hardcat Announces the World’s First Law Enforcement Forensics Information Management Emerging Technology Software
World's First Automated Forensics Information and Asset Management Technology Software. - June 08, 2012 - Hardcat
Glenn Cray Joins J.P. Turner & Company as Investment Executive
Lifelong Epping resident joins firm to help clients address their lifelong financial goals. - June 07, 2012 - J.P. Turner & Company, LLC
RiXtrema Launches a Series of Webinars with Focus on Stress Testing and Liability Driven Investing
RiXtrema is launching a series of Tail Risk dedicated webinars for institutional asset managers, which will blend existing risk theory, new research, and real world examples in a 40-minute presentation. You will gain unique insights to help you manage risk in these turbulent times. - June 05, 2012 - RiXtrema