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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
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
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
Gary Williams Appointed to the Board of the Brigance Brigade Foundation
Gary Williams, CFP®, CRPC®, AIF® President and Founder of Williams Asset Management, based in Columbia, Maryland, was appointed as a Board member of the Brigance Brigade Foundation. The Brigance Brigade Foundation was created by O.J. and Chanda Brigance to raise funds to improve the... - June 03, 2012 - Williams Asset Management
Experienced Financial Services Professional Joins Cedar Brook Financial Partners
Joshua S. Melda, CFP® joins Cleveland-based wealth management firm following career at one of the country’s largest banks. - June 02, 2012 - Cedar Brook Financial Partners LLC
Greenbird Financial Upgrades Current Online Trading Platform
Greenbird Financial, an internationally acclaimed broker for futures, forex, equities and options with main office located at United Kingdom, informed its active clients today about the major upgrade of its current online trading platform. - May 30, 2012 - Greenbird Financial
Gary Williams Recognized in SmartCEO with Wealth Management Readers’ Choice Nomination
Gary Williams, CFP®, CRPC®, AIF® President and Founder of Williams Asset Management, based in Columbia, Maryland, was nominated in SmartCEO in their annual Wealth Management Readers’ Choice. According to the article, “SmartCEO recognizes standout wealth managers with its... - May 25, 2012 - Williams Asset Management
Greenbird Financial’s Market Survey Result Claims New Generation of Traders Focused on Forex Trading
More and more new generations of trading individuals are concentrating on foreign exchange trading, according to the result of the survey conducted by Greenbird Financial which was concluded last February and will be released before the second quarter of the year ends. - May 25, 2012 - Greenbird Financial
hotelAVE Instrumental in Development of Industry’s First Professional Certification for Hotel Asset Managers
As a pioneer in the rapidly-expanding field of hotel asset management, hotelAVE is again setting the pace through its leadership in the recent rollout of the Certified Hotel Asset Managers (CHAM) professional designation. This designation is a way “to establish industry-wide standards of... - May 20, 2012 - hotelAVE
J.P. Turner Voted Top 100 in "Best Places to Work in the Global Financial Markets"
For the third consecutive year, J.P. Turner is ranked in the top 100 Best Places to Work in the Global Financial Markets by Here is the City News (a London publication). - May 18, 2012 - J.P. Turner & Company, LLC
Industry Pros Continue Migration to WallachBeth Capital; More New Hires for Go-To Execution Experts
WallachBeth Capital LLC (“WB”), the institutional brokerage/execution firm specializing in exchange-traded funds (ETFs), equities and options, announced its further expansion with the recent hiring of Jennica Ross, who will oversee strategic client relationships, and options and merger... - May 17, 2012 - Mischler Financial Group, Inc.
Diamond Joins FFRN
Mel Diamond Joins Freedom Financial Radio Network - May 17, 2012 - Freedom Financial Radio Network
International Value Investor, Charles de Vaulx, Presents to Creekside Financial Advisor Clients
Charles de Vaulx, Chief Investment Officer and Portfolio Manager of International Value Advisors, LLC shared his outlook and investment strategies with Cleveland boutique financial services firm. - May 17, 2012 - Creekside Financial Advisors, LLC
Greenbird Financial Launches More Enhanced Live Streaming Trading Tool
Greenbird Financial, a leading provider of premier commodity and brokerage trading services, recently announced the launching of its new and more developed real-time trading tool application, the Live Streaming via its website. - May 17, 2012 - Greenbird Financial
Lee Wealth Solutions Opens New Location Expanding Customer Access to Comprehensive and Objective Financial Services
At a time when saving for the future seems difficult, it still remains necessary. Lee Wealth Solutions is a boutique style financial planning firm that offers personal and confidential financial planning and investment services to people of all income levels from across the country. Lee Wealth Solutions gets to know their clients, their needs, goals and objectives before coming up with a plan for their future. The time to start planning for you and your family's future is now. - May 14, 2012 - Lee Wealth Solutions
BP Investments Launches Super Sports Pak™ and Super Sports Pak Plus™
BP Investments introduces the Super Sports Pak™ and Super Sports Pak Plus™ Energy & Weight Loss Supplements to the existing Virgin Extracts™ product line. - May 13, 2012 - BP Investments
Ernst & Young Announces Finalists for the 2012 Entrepreneur of the Year Awards in Orange County
Ernst and Young announces 15 finalists for the 2012 Entrepreneur of the Year Awards in Orange County, Calif. Award winners will be announced at a special gala on Thursday, June 7, 2012 at the St. Regis Resort in Laguna Niguel. - May 11, 2012 - Ernst & Young LLP
Cedar Brook Financial Partners Promotes Barbara Pal
Barbara Pal, a 33-year industry veteran, is recognized for her commitment to serving clients. Barbara is a Client Manager for Cleveland-based Cedar Brook Financial Partners. Cedar Brook is one of the region's largest independent wealth management firms. - May 09, 2012 - Cedar Brook Financial Partners LLC
J.P. Turner Named “2012 Top 50 Independent Broker-Dealers” by Financial Advisor Magazine
Independent brokerage and investment banking firm J.P. Turner was named one of the top 50 independent broker-dealers by Financial Advisor Magazine. - May 08, 2012 - J.P. Turner & Company, LLC
Charleston Services and DMA Form an Alliance
Charleston Services, Inc has partnered with DuCharme, McMillen & Associates, Inc (DMA) to better service property tax clients. - May 07, 2012 - Charleston Services, Inc
Cedar Brook Financial Partners’ Barbara Baxter Celebrates 20th Anniversary
Barbara Baxter, Partner of Cedar Brook Financial Partners, one of Cleveland’s largest independent wealth management firms celebrates 20 years of experience delivering comprehensive financial services to her clients. - May 05, 2012 - Cedar Brook Financial Partners LLC
Greenbird Financial Counts Research Investment Service as Addition to Its Service Offerings
Greenbird Financial, a financial and commodity Brokerage Company, recently announced the inclusion of its Research Investment Package as additional trading service to its list of offerings. - May 02, 2012 - Greenbird Financial
Financial Advisor Kira Robinson-Kates Earns Leader's Recognition
Ms. Robinson-Kates has earned the prestigious Leader's recognition for New England Financial. Based in the Baystate Financial Services headquarters, Kira has been recognized as an industry leader. - May 02, 2012 - Baystate Financial Services
J.P. Turner Promotes Daniel Forbes to Area Vice President
Daniel Forbes was recently promoted to Area Vice President for J.P. Turner and will assist in supervising J.P. Turner’s national network of independent offices. - May 02, 2012 - J.P. Turner & Company, LLC
Simmers Financial Group Welcomes Lisa Chamberlin to Its Account Executive Staff
Simmers Financial Group welcomes Lisa Chamberlin as an addition to its Account Executive staff. - April 26, 2012 - Simmers Financial Group
Market Volatility Trims Healthy First Quarter Gain – Ascenta Special Situations Resource Fund
Ascenta Asset Management releases their market commentary for the Special Situations Resource Fund Factsheet of March 2012. - April 24, 2012 - Ascenta International
Master Life Invest Expands with Senior Business Leader Focusing on Key Investment Products
Master Life Invest (Tokyo), independent investment management firm based in Tokyo, announces Ms. Janine Armen as Senior Client Relations Manager and Product Director for the Alternative Investment team. - April 24, 2012 - Master Life Invest
Financial Planning Association Elects Registered Investment Advisor Thomas W. Balcom as 2012 Chairman
1650 Wealth Management, a fee-only, Registered Investment Advisor firm with locations in Boca Raton and Miami, Florida, is pleased to announce that Founder, Thomas W. Balcom, CFP®, CAIA, MBA, has been elected as 2012 Chairman of the Financial Planning Association of Greater Fort Lauderdale. - April 23, 2012 - 1650 Wealth Management
Gary S. Williams Becomes a Member of the Financial Services Institute
FSI Advocates for Main Street Americans’ Access to Independent, Affordable Financial Advice. - April 22, 2012 - Williams Asset Management
Simmers Financial Announces a New Staff Supervisor
Simmers Financial promotes Leslie Aust to Staff Supervisor. - April 20, 2012 - Simmers Financial Group
Simmers Financial Group Welcomes a New Member
Simmers Financial welcomes Kelly Wilson to its staff. - April 19, 2012 - Simmers Financial Group
Jeremy Kees Joins Patriot Asset Advisors
Jeremy Kees, formerly of Edward Jones in Granville, Ohio, has joined the wealth management firm Patriot Asset Advisors. Kees will be working in the firm’s Easton office along with Jonathan Taylor and Allen Stocker, founder of Patriot Asset Advisors. “Jeremy has successfully built an... - April 13, 2012 - J.P. Turner & Company, LLC
Place Trade Financial Welcomes Cheng Chen
Sarah M. Place, President & CEO of Place Trade Financial, Inc., (Member FINRA, SIPC), (www.placetrade.com), a global full service financial services and online trading firm, announced that Cheng Chen has joined the firm in the North Raleigh branch office. In this position, Cheng Chen will serve... - April 10, 2012 - Place Trade Financial
Protect Your Identity with Free and Secure Document Shredding Hosted by Triumph Capital
Triumph Capital offers free and secure document disposal to the local community on Saturday, April 28. - April 07, 2012 - J.P. Turner & Company, LLC
Powered by Me Student Athletes Taught Money Managment Skills at Regional Conference
Student Athletes Taught Money Management Skills at Regional Conference - April 06, 2012 - Financial Fitness
Sage Consulting and Wealth Preservation Welcomes Chicago Based Risk Manager, Aaron Brooks, MBA as Senior Risk Manager
Sage Consulting and Wealth Preservation, located in Saratoga Springs, N.Y., announces the addition of Aaron Brooks to their risk management team. Aaron joins the Sage team with expertise accumulated throughout a career consulting with corporate executives in the financial, accounting and information systems arenas. - April 06, 2012 - Sage Consulting and Wealth Preservation
Sage Consulting and Wealth Preservation Continues to Expand with the Addition of Joseph Romak, MS, FLMI as Director of Underwriting
Sage Consulting and Wealth Preservation, located in Saratoga Springs, N.Y., announces the addition of Joseph Romak to their team of expert advisors. Joseph adds to Sage experience gleaned from thirty years as a risk selection professional while obtaining the beneficial underwriting class for life insurance clients. - April 06, 2012 - Sage Consulting and Wealth Preservation
Sage Consulting and Wealth Preservation Shows Support for the Arts with Contribution to Papermill Theatre
Sage Consulting and Wealth Preservation, located in Saratoga Springs, N.Y., has recently donated twenty thousand dollars to the Papermill Theatre Mainstage Company and its parent organization, North Country Center for the Arts. - April 06, 2012 - Sage Consulting and Wealth Preservation