Recent Headlines
Within Asset Management
Cedar Brook Financial Partners Welcomes Retirement Plans Specialist Christine Sivak
Cleveland wealth management firm adds Partner Christine Sivak to further expand its retirement plan consulting capabilities. - March 11, 2012 - Cedar Brook Financial Partners LLC
Place Trade Financial Welcomes Danielle Musselwhite
In this position, Ms. Musselwhite will serve as a marketing assistant and work closely with Financial Advisors, oversee client service issues and handle special projects for senior management while participating in Place Trade’s internship program. - March 08, 2012 - Place Trade Financial
BP Investments Launches FoodSuper.com Website
BP Investments launches Virgin Extracts ™ product line on FoodsSuper.com - March 07, 2012 - BP Investments
Stock & Option Solutions Speaks on CEPI Exam Overview Webinars on Accounting
Stock & Option Solutions (SOS), a leading provider of stock plan administration, management and consulting services, today announced that Elizabeth Dodge, CEP, Vice President of Product Management at SOS, will be the speaker on the CEP Institute Exam Overview Webinars for accounting, levels 1, 2, and 3. - March 04, 2012 - Stock & Option Solutions
US Recovery Drives 10% Rise in January – Ascenta Special Situations Resource Fund
Ascenta Asset Management releases their market commentary for the Special Situations Resource Fund Factsheet of January 2012. - March 02, 2012 - Ascenta International
Six Month After the Merger: Cirillo Hooper & Company Revisits Their Strategy After Strong Growth
Cirillo Hooper & Company is an Adelaide based accounting services firm. - February 27, 2012 - Cirillo Hooper & Company
Creekside Financial Advisors' Founder & CEO, Nan Cohen, Receives 2012 YWCA Women of Achievement Award
Nan Cohen, Cleveland-based Creekside Financial Advisor’s founder and CEO, is selected as one of six recipients of leadership and community service award. - February 19, 2012 - Creekside Financial Advisors, LLC
Mazuma Capital Funds Heavy Machinery Transactions for U.S. Central Appalachian Thermal Coal Producer
Mazuma Capital, a leading national direct lender, today announced that it has funded over $12.5 million dollars for a U.S. high quality thermal coal producer. The coal producer sought several funding sources that had expertise in funding newer companies. They had many challenges present in the... - February 17, 2012 - Mazuma Capital
Hotel Asset Value Enhancement Welcomes New Executive Vice President Richard E. Musgrove
Hotel Asset Value Enhancement, Inc. (hotelAVE) is pleased to announce that Richard E. Musgrove, CHA, CPM, CCIM, RPA has joined the company as Executive Vice President. According to Michelle Russo, President of hotelAVE, “Rich Musgrove comes to the company with extensive asset management... - February 17, 2012 - hotelAVE
Integrated Financial Group Holds The Annual 2012 Consortium Retreat; LPL Financial Advisors Share Best Practices
Over 50 members of their consortium of LPL financial advisors and staff converged upon the Grand Hyatt Atlanta Hotel in Buckhead for the annual educational retreat held January 26th thru 28th. The Integrated Financial Group's 2012 Consortium Retreat is considered to be the highlight for the year among the independent advisor members. "It represents the essence of the consortium" - 'the Brain Trust' stated Don Patrick, Managing Director. - February 14, 2012 - Integrated Financial Group
Richmond Brothers, Inc. Announces Free Market Insights Webinar
60-minute webinar will enlighten investors about relevant trends to help guide them in their decision-making process. - February 12, 2012 - Richmond Brothers, Inc.
hotelAVE to Offer Top Hospitality Publication
A leader in hotel asset management services, Hotel Asset Value Enhancement, Inc., (hotelAVE) is proud to offer a quick view of hospitality industry metrics with their Quarterly Hospitality Dashboard. This publication presents a one-stop shop of current hospitality industry performance. As one of... - February 11, 2012 - hotelAVE
Place Trade Launches New Website
Place Trade Financial is excited to announce the launch of their new website. The user-friendly site opens a world of opportunities for both domestic and international investors online. - February 11, 2012 - Place Trade Financial
The Corvus Group and DiCom Software Form Strategic Alliance to Provide Loan Advisory Solutions to Financial Institutions
The Corvus Group, Inc., a bank advisory and commercial real estate capital services company, and DiCom Software, a developer of credit risk management technology systems, today announced they have entered a strategic alliance to provide financial institutions with new solutions and approaches for... - February 10, 2012 - The Corvus Group
Cedar Brook Financial Partners' Megan Farnsworth Celebrates 5th Anniversary
Megan Farnsworth, Senior Account Manager of the Cleveland-based wealth management firm’s Employee Benefits Division hits 5-year career milestone. - February 09, 2012 - Cedar Brook Financial Partners LLC
Pay $5 to Wear Jeans to Work at Cleveland-Based Cedar Brook Financial Partners
For 5th year in a row, Cedar Brook Financial Partners, one of the region's largest wealth management firms, raises money for American Heart Association’s Go Red for Women Campaign. - February 09, 2012 - Cedar Brook Financial Partners LLC
Guardian Capital Advisors, LLC Releases Podcast on 401(k) Planning for Companies
Mike Hensley, Certified Financial Planner, Discusses How Businesses Can Provide Appropriate Retirement Advice to Employees - February 09, 2012 - Guardian Capital Advisors
Yorkshire’s First "Fixed Fee" Divorce Launches
A leading group of family solicitors in Leeds have joined forces with a specialist Yorkshire-based divorce coach and independent financial adviser (IFA) to offer the first fixed fee collaborative divorce. - February 04, 2012 - Gordian Financial Services
Enquirica is Pleased to Announce the Release of a Detailed New Report on Investing in Farmland with a Particular Focus on Canada and the Prairie Markets
Enquirica is pleased to announce the release of a detailed new report on investing in farmland with a particular focus on Canada and the prairie markets. Canadian farmland continues to receive favorable attention from alternative investors. They believe it stems from some unique and increasingly sought after characteristics - low volatility, low correlations to traditional asset classes, high correlation to inflation, superior risk adjusted returns, linkage to emerging market growth. - February 03, 2012 - Enquirica Research
Forum at Denton Station Receives Best of Denton Award
The U.S. Commerce Association (USCA) has awarded Forum at Denton Station with the Best of Denton Award for 2011. Forum at Denton Station was recognized with this honor in the category of Apartment & Rental Operator. The USCA "Best of Local Business" Award Program designates... - February 02, 2012 - Greystar
FiPath Teaches You to Protect Against the Risks of New Policies Relating to 401k
Workers looking forward to a comfortable retirement need to make sure that they are up-to-date on policy changes that may affect their 401k and IRA accounts. - February 01, 2012 - FiPath
HRSB Announces a New Division
HR Solutions & Brokerage, LLC (HRSB) has founded a new division, Guaranteed-Life-Income.com. The new division will specialize in providing clients a solid stream of income in retirement. - January 31, 2012 - HR Solutions & Brokerage
FiPath for Advisors™ to Offer Social Media Archiving Service Through Arkovi
Provides members with a way to store, monitor and analyze their social media content in a compliant manner - January 27, 2012 - FiPath
HRSB Partners with HealthView Services
HR Solutions & Brokerage, LLC partnered with HealthView Services to offer a new retirement health care assessment tool. This tool is revolutionary in estimating health care costs, which has historically been difficult to calculate. - January 23, 2012 - HR Solutions & Brokerage
2011 Ends with Mixed Results, More of the Same Expected in 2012 According to Farmers and Merchants Trust Company
2011 ended with mixed results according to Farmers and Merchants Trust Company’s (FMTC) December Economic Commentary. - January 22, 2012 - Farmers and Merchants Trust Company
Ernst & Young LLP Seeks Orange County’s Outstanding Entrepreneurs
Nominations are open for the Ernst & Young Entrepreneur Of The Year® 2012 Regional Awards, celebrating Orange County’s most innovative business leaders. - January 20, 2012 - Ernst & Young LLP
Richmond Brothers, Inc. Unveils New Look
Richmond Brothers, Inc. rolls out new logo to further strengthen its new identity as a Registered Investment Adviser. - January 20, 2012 - Richmond Brothers, Inc.
HEDGEAnswers' Thermometer Gauges "Subjects That Matter" to Wall Street’s Smart Money
Just released: HEDGEAnswers Quarterly Survey of Global Hedge Fund Managers - January 20, 2012 - HEDGEAnswers
Place Trade Financial Celebrates 10 Years in the Triangle
2011 Marks 10 years for Place Trade Financial in the Triangle - January 19, 2012 - Place Trade Financial, Inc.
FiPath Launches Express Rollover Center
FiPath (www.fipath.com), the first independent online resource that provides financial planning information and peer-to-peer collaboration for consumers, today launched the FiPath Express Rollover Center to aid consumers through the rollover process. - January 18, 2012 - FiPath
J.P. Turner & Company Exceeded Their Fundraising Goal for The Empty Stocking Fund
For the fourth year in a row, J.P. Turner raised more than $10,000 for the charity. - January 15, 2012 - J.P. Turner & Company, LLC
Jackson Hewitt® in Silver Spring Opens Doors for 2012 Tax Season
Nearly 6,500 Convenient Locations Nationwide Ready to Assist Taxpayers; For Quality, Accurate Tax Return Service, an Exceptional Client Experience and to Feel Tax Refund Joy, "Jackson Hewitt’s How You Do It!SM" - January 12, 2012 - Jackson Hewitt Tax Service - Four Corners
WallachBeth Capital Adds More Industry Vets to ETF Desk; Boutique Broker Continues to Leverage Talent and Market Presence
WallachBeth Capital LLC (“WB”), the institutional brokerage/execution firm specializing in exchange-traded funds (ETFs), equities and options, today announced its further expansion with the addition of two more industry veterans to the firm’s ETF execution division, one of the leading ETF desks in the Industry. Chris Hempstead, a 20-year trading market veteran joins as Director of ETF Execution, and Dong Lee, a 12-year ETF product specialist, joins as Director of Institutional Sales. - January 11, 2012 - Mischler Financial Group, Inc.
Gary S. Williams, CFP®, CRPC®, AIF® Receives Baltimore Magazine's FIVE STAR Wealth Manager Award
Williams Asset Management, one of the leading wealth management and investment firms, is pleased to announce that its President, Gary Williams, has been selected as a FIVE STAR Wealth Manager for 2012. His selection will be announced in the February 2012 issue of Baltimore Magazine. This is the... - January 11, 2012 - Williams Asset Management
Cedar Brook Financial Partners LLC Announces Major Expansion
Cleveland-based Cedar Brook Financial Partners is merging with The Professional Advisor Group, LLC, based in Bloomfield Hills, MI with an office in Naples, FL. - January 08, 2012 - Cedar Brook Financial Partners LLC
Guardian Capital Advisors, LLC Releases Podcast on Divorce Planning
Suzanne Barham, Certified Divorce Financial Analyst, Gives Advice on Ensuring Financial Security Throughout Difficult Process - January 06, 2012 - Guardian Capital Advisors
Place Trade CEO, Sarah Place, Quoted in SmartMoney Magazine
Sarah M. Place, President and CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service brokerage firm and MSRB registered municipal bond dealer, announced that her advice is currently being featured in the January 2012 issue of SmartMoney, The Wall Street... - January 06, 2012 - Place Trade Financial, Inc.
Place Trade CEO, Launches Place Tax to Offer Discount Tax Preparation Services
Sarah M. Place, President and CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service brokerage firm announced that she has formed Place Trade Tax, to offer discount tax preparation services and assist individuals, trusts and estates as well as businesses... - January 06, 2012 - Place Trade Financial, Inc.
Industry Leaders Join to Educate Homeowners About Foreclosure Alternatives
On January 11th, local industry leaders will come together and give a free seminar to homeowners with unaffordable mortgages. Speakers at the event include: Nationally-renowned credit expert and speaker, Nabil Captan, OC Metro’s 2011 40 Under 40 Honoree and owner of OC Short Sale 411, Robyn Webb, Director of Operations at CDA Law Center, Bill Baskin and Sergio Siderman, Managing Partner at L.A Bankruptcy Associates and recognized speaker for CNBC and Forbes. - January 05, 2012 - Under Water Home 411
Simmers Financial Group Names Shawn Mora Vice President
Simmers Financial Group names Shawn Mora Vice President, promoting him from Operations Manager. - January 05, 2012 - Simmers Financial Group
Simmers Financial Group is Pleased to Announce the Addition of John Gorges to the Account Executive Staff
Simmers Financial Group is pleased to announce the addition of John Gorges to the Account Executive staff. - January 05, 2012 - Simmers Financial Group
Jackson Tunes in to “America's Wealth Management Show” at NEWS/TALK 970, WKHM-AM
Jackson’s own Richmond Brothers, Inc. Joins the Weekly Program. - December 31, 2011 - Richmond Brothers, Inc.
Real Estate Firm Pertria Pledges a “Youth Sponsorship” and More for the Boys and Girls Club Annual Luncheon
In response to an invitation by Boys and Girls Club of Silicon Valley Trustee Michael Smythe, real estate investment and property management firm Pertria in Los Gatos, California has pledged not only the “Youth Sponsor” level but to sponsor an additional table for this event. - December 29, 2011 - Pertria
All the Latest Financial Planning Resources Are Now Available on FiPath Website
FiPath.com delivers crucial information for employees who participate in a 403b retirement plan. - December 22, 2011 - FiPath
Late-November Equity Market Rebound, Bond Market Uncertainty End Volatile November, According to Farmers and Merchants Trust Company Report
Global equity markets surged nearly 8% in the last three days of November, while the bond market continued to struggle with low yields, according to Farmers and Merchants Trust Company’s (FMTC) November Economic Commentary. “Despite the late-month rebound, November was a relatively... - December 21, 2011 - Farmers and Merchants Trust Company
Simmers Financial Groups Announces David Bass as the Newest Staff Supervisor
Simmers Financial Groups Announces a new Staff Supervisor in David Bass - December 21, 2011 - Simmers Financial Group
MJ Structured Settlement Annuities Presents Steps to Properly Purchase a Secondary Market Structured Settlement Annuity
MJ Structured Settlement Annuities, a national industry leader in reassigning structured settlements, lottery winnings and annuities, presents the steps to properly purchase a secondary market structured settlement annuity. - December 17, 2011 - MJ Structured Settlement Annuities, Inc.
FiPath Launches First Independent Site to Help Consumers Take Control of Their Financial Future
Members benefit from unbiased and educational financial planning information, easy-to-use tools, peer-to-peer connections and expert resources With an effective growth rate of 10,000 new members per month, FiPath is projected to have more than 100,000 members by year-end. FiPath (www.fipath.com)... - December 16, 2011 - FiPath
FiPath CEO Tim Harrington to Present at New England Venture Summit in Boston on December 14, 2011
FiPath, (FiPath.com), the first independent site that provides financial planning resources and collaboration for consumers and advisors, today announced that Tim Harrington, the Company’s CEO, will be presenting at The New England Venture Summit on December 14, 2011. - December 11, 2011 - FiPath
Creekside Financial Advisors Adds Client Service Professional to Growing Professional Staff
Twenty-year financial services veteran, Susan Svenson, joins Cleveland financial planning firm as a client manager. - December 08, 2011 - Creekside Financial Advisors, LLC