Recent Headlines
Within Asset Management
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, 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.
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.
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
Peoria Expert & "The Retirement Miracle"
Local Expert Gives Away “The Retirement Miracle” - December 07, 2011 - PeoriaMoney.com
Element Apartments Raises More Than $4,000 for St. Jude Children's Research Hospital ®
Element Apartments announced today that their second fundraising event raised more than $4,000 for St. Jude Children’s Research Hospital, one of the world’s premier centers for research and treatment of pediatric cancer and other deadly diseases. “Thanks to our attendees, we... - December 02, 2011 - Greystar
FiPath Presented an Updated List of Best Financial Advisors
FiPath Offers a Platform for Quality Financial Advisor Leads Generation - December 02, 2011 - FiPath
FiPath Offers Consumers the Opportunity to Locate a Personal Financial Advisor Online
People who are beginning to plan for retirement can now find a personal financial advisor at http://www.fipath.com at no cost. - December 02, 2011 - FiPath
FiPath Announces Free Access to New Financial Advisor Tools in Its Website
Financial Investments is a very discerning consideration as it involves intricate measures of safe and result oriented monetary yield. In the fast-paced economic scenario where financial markets are almost constantly on an uproar seeking professional advice is always a safer bet. FiPath has... - December 01, 2011 - FiPath
eRollover.com Now is FiPath.com
eRollover.com, an online site designed to offer guidance through financial planning articles, and expert retirement planning advice, is now http://www.fipath.com. - November 30, 2011 - FiPath
Equity Market Rebound Triggers Cautious Optimism According to Farmers and Merchants Trust Company October Economic Commentary
Global equity benchmarks enjoyed their best October monthly return since 1982, sparks glimmer of optimism for investors despite prevailing uncertainty surrounding the health of the global economy, according to Farmers and Merchants Trust Company’s October Economic Commentary. - November 23, 2011 - Farmers and Merchants Trust Company
FiPath Launches FiPath for Advisors™, a Comprehensive, Online Marketing Solution for Financial Advisor Leads
Site matches advisors with consumers actively seeking financial guidance and provides free, educational resources for leveraging social media to enhance business opportunities - November 19, 2011 - FiPath
Mortgage Delivery Specialists (MDS) Successfully Completes SSAE 16 Audit
Mortgage Delivery Specialists LLC (MDS), the premier provider of GSE/Agency Loan Delivery Services, is pleased to announce that it has recently completed an audit of its mortgage loan analysis, servicing portfolio analysis and Agency securitization delivery services. The Type 2 audit was performed... - November 17, 2011 - Mortgage Delivery Specialists LLC
Tom Riquier, CFP®, CLU Attends the Retirement Income Symposium
Thomas T. Riquier, CFP®, CLU, President of The Retirement Financial Center in Danvers, recently attended the 4th Annual Retirement Income Symposium in Boston. This intensive 2-day conference featured discussions by leading industry experts about potential strategies to optimize retirement... - November 15, 2011 - The Retirement Financial Center
MJ Structured Settlement Annuities Retains Internet Marketing and Management Group, FL, for Branding and Campaigns
MJ Structured Settlement Annuities, a national industry leader in reassigning structured settlements, lottery winnings and annuities, has retained Coral Springs, FL, company Internet Marketing and Management Group (IMMG) for branding and launching of new marketing campaigns, and business expansion. MJ Structured Settlement Annuities plays a vital role in assisting clients with creating a financial plan for the future that offers financial security and a worry-free lifestyle. - November 12, 2011 - MJ Structured Settlement Annuities, Inc.
Cleveland Financial Advisor Howard Slater Earns Coveted Master of Science in Financial Services Degree
Cleveland financial advisor Howard Slater, founder and partner of Cedar Brook Financial Partners, adds another academic designation to his list of accomplishments. - November 11, 2011 - Cedar Brook Financial Partners LLC
J.P. Turner Named “2011 Best Places to Work in Georgia” by Georgia Trend Magazine
Independent brokerage and investment banking firm J.P. Turner was nominated by home office employees and selected by Georgia Trend Magazine as one of the best places to work in Georgia for the second year in a row. - November 11, 2011 - J.P. Turner & Company, LLC
Guardian Capital Advisors, LLC Sponsors Artspace Collectors Gala and 25th Anniversary Celebration
Sponsorship of Local Financial Advisory Firm to Benefit Artists, Educational Programming and Community Outreach - November 11, 2011 - Guardian Capital Advisors
Sawgrass Cove Apartments Under New Ownership
Sawgrass Cove Apartments, a 336-unit community located in Bradenton, Florida, was recently acquired by Atlas Real Estate Partners and Andover Real Estate Partners. The acquisition represents the first formal partnership between Atlas and Andover. The two firms will work together to grow their... - November 10, 2011 - Greystar
Enquirica Research Paper Discusses Farmland as a Portfolio Allocation
Enquirica Research is pleased to release its research on the factors driving Canadian farmland values and western Canadian prices in particular. The report also deals with the role of farmland in a diversified portfolio - volatility, cross correlations and historical return profiles. Farmland... - November 10, 2011 - Enquirica Research
MJ Structured Settlement Annuities Partners with Florida Panthers
MJ Structured Settlement Annuities, Inc. (MJSSA) is stepping up to help support local area families and sports by partnering with the NHL Florida Panthers. The partnership includes ads and in house TV spots featuring MJSSA’s industry leading state of the art guaranteed financial products. The kickoff is a banner in the Saveology Iceplex in Coral Springs, FL. MJ Structured Settlement Annuities assists clients with creating a financial plan that offers security and a worry-free lifestyle. - November 09, 2011 - MJ Structured Settlement Annuities, Inc.
Retirement Plan Educator Shannon Barry Joins Cedar Brook Financial Partners
Shannon Barry, a retirement plan educator, has joined one of Cleveland's largest independent wealth management firms, Cedar Brook Financial Partners, as a client manager. - November 06, 2011 - Cedar Brook Financial Partners LLC
E.I. Enterprises LLC: Attain Financial Freedom by Being E.I. Book Discussion and Signing at Panera Bread in Chattanooga, TN.
With the current economic issues now is the time to be E.I. Come out to see financial coach and book author Jeremy G. Preston speak at the Panera Bread about the E.I. Financial Empowerment Philosophy. - October 30, 2011 - E.I. Enterprises LLC
Truax Tax Firm Advises Americans Abroad Seeking Tax Consultation
US Tax Firm Has Years of Experience with International Tax Issues - October 27, 2011 - William D. Truax E.A, Inc. Tax Advisors
Global Uncertainty Threatens Growth Rates, Bond Market, According to Farmers and Merchants Trust Company Economic Report
Concerns surrounding the global economy are threatening international growth rates and the bond market, while investors remain focused on capital preservation, according to Farmers and Merchants Trust Company’s (FMTC) September Economic Commentary. “Prevailing fears surrounding the... - October 26, 2011 - Farmers and Merchants Trust Company
Addaptron Software Releases Integrated Stock Market Tools
To address the challenges of the modern stock market, Addaptron Software has made improvements to its line of software products. Now a few decision support computer programs have been included in a single integrated system, Stock Market Forecast Tools SMFT-1. Except older modules of technical... - October 25, 2011 - Addaptron Software
Enquirica Research is Pleased to Announce the Release of Its Third Series on the Canadian Alternative Investment Market
Enquirica Research is pleased to announce the release of its third series on the Canadian alternative investment market. Series three focuses on hard asset investing and the nexus between sovereign debt, money supply, commodities and growth in China. - October 24, 2011 - Enquirica Research
Enquirica Research is Pleased to Announce the Launch of Enquirica TV
Enquirica Research is pleased to announce the launch of Enquirica TV. Enquirica TV interviews news makers and entrepreneurs about their perspective on the economy and their sectors with the view to providing unique and timely information from a non-mainstream perspective. Enquirica TV has just completed its ground-breaking first series on exempt offerings in Canada with "Questions with Product Issuers." - October 24, 2011 - Enquirica Research
Enquirica Research Continues to Believe That Saskatchewan Farm Land Remains Undervalued in Relation to Global Market
Enquirica Research Believes that Saskatchewan Farm Land Remains Undervalued in Relation to Global Market. “Birth of a Boom: Saskatchewan’s Dawning Age” author calls for farm land ownership liberalization and believes the regulatory barriers may have been a cause of lower prices. - October 23, 2011 - Enquirica Research
Radon Stancil Launches Company Blog to Provide Financial Insight on Retirement Preparation
Financial Advisement Firm Incorporates Corporate Blog to Better Serve Individuals Seeking Tips on Retirement Savings - October 23, 2011 - Retirement Investment Strategies
SOS Rolls Out Updated Suite of IRS Section 6039 Outsourcing and Software Solutions
Enhanced processes and technology will allow SOS to meet the continued challenges of 6039 compliance. - October 23, 2011 - Stock & Option Solutions
Bad Month for the Bulls – Better Times Beckon
Ascenta Asset Management releases their market commentary for the Special Situations Resource Fund Factsheet of September 2011. - October 21, 2011 - Ascenta International
Petrocapita Income Trust is Pleased to Announce the Cash Distribution for Q3 2011 in Respect of Its Preferred Trust Units
Petrocapita Income Trust is pleased to announce the cash distribution for Q3 2011 in respect of its Preferred Trust Unitholders of record as of September 30, 2011. The Q3 distribution was $0.0258 per unit. - October 20, 2011 - Petrocapita Income Trust
Pertria Announces the Addition of LGS Insurance Services to Real Estate Investment Firm
Founded in 2004, Pertria advises clients throughout Silicon Valley and the San Francisco Bay Area in real estate residential sales, investment analysis and management, providing established relationships with financial advisers, tax professionals and legal counsel. - October 20, 2011 - Pertria
Ascenta Asset Management Upgrades Website Structure and Content Management System
Awareness for the Ascenta Special Situations Resource Fund increases with the upgraded Ascenta Asset Management Website and Content Management System - October 19, 2011 - Ascenta International
Greystar Acquires Park Place Apartments
Multifamily Real Estate Company Acquires 500-Unit Apartment Community. - October 19, 2011 - Greystar
Veteran Financial Advisors Randy Schneider and Alan Yanowitz Join Creekside Financial Advisors
Veteran Financial Advisors are the latest additions to Creekside Financial Advisors' growing professional group. Known for providing more than just financial services, Creekside is attracting new clients as well as experienced advisors like Schneider and Yanowitz. - October 19, 2011 - Creekside Financial Advisors, LLC
Simmers Financial Group Announces the Addition of Leslie Aust to the Account Executive Staff
Simmers Financial Group Announces the Addition of Leslie Aust to the Account Executive Staff - October 19, 2011 - Simmers Financial Group
Empyrean Strategic Partners and MWI Solutions Form Alliance for Financial Risk Management and Profit Planning
Empyrean Strategic Partners and MWI Solutions today announced a joint operating agreement that integrates their enterprise risk management, profitability, funds transfer pricing and budgeting systems. The products of both companies now provide for the seamless exchange of data, offering customers a... - October 19, 2011 - Empyrean Strategic Partners