Asset Management Press Releases & News (Page 34)

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

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

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

Manage Your Financial Investments Online with Fundsnet.co.uk

Though online money management is hardly a new fad, Fundsnet.co.uk has taken the concept further by applying it to online financial investments. Their services include emerging markets, stocks and shares ISAs, pensions, trusts, and commodity investments. - October 18, 2011 - Fundsnet Limited

PEI Principal Helping Next Generation Learn and Save

Portfolio Evaluations, Inc. (PEI) Principal, Attila Toth, has recently been elected as a member of the St. Joseph’s School Educational Council. Attila will serve on the Council for a two-year term at the Mendham, New Jersey school. In 2010, Attila spearheaded the implementation of a program... - October 14, 2011 - Portfolio Evaluations, Inc.

PEI Senior Consultant to Speak at the PSCA’s 2011 East Coast Regional Conference

On November 2, 2011 PEI Senior Consultant David Hudak will speak at the PSCA’s 2011 East Coast Regional Conference in Philadelphia. This event will host plan sponsors and industry experts for a series of informational sessions. David will speak on the important topic of, “What You May... - October 14, 2011 - Portfolio Evaluations, Inc.

J.P. Turner Welcomes David Kass as Vice President of Equity Trading

J.P. Turner & Company, LLC appointed David Kass as Vice President of Equity Trading in June. - October 13, 2011 - J.P. Turner & Company, LLC

Greystar to Develop Lakewood Apartments

Greystar is pleased to announce that construction has started on Lakewood Apartments, a three-story, 435-unit Class A garden-style residence in the Lakewood suburb of Dallas, Texas. The community sits on approximately 13.5 acres and will feature craftsman-style architecture, with a combination of... - October 12, 2011 - Greystar

Simmers Financial Group Welcomes David Bass to the Account Executive Team

Simmers Financial Group welcomes David Bass to the company's Account Executive staff. David brings an educational background to the firm that fits well into the mission of the company. "David has been a great addition to the staff. With his background in education, he fits well into our... - October 12, 2011 - Simmers Financial Group

Petrocapita Income Trust Launches DRIP

Petrocapita Income Trust is pleased to announce that Olympia Trust Company has been appointed the Transfer Agent and Registrar of Securities. Petrocapita is now able to implement its DRIP (Dividend Re-Investment Plan). The DRIP allows Petrocapita investors to re-invest their quarterly distributions... - October 12, 2011 - Petrocapita Income Trust

Petrocapita Income Trust Will be Presenting at the Alternative Investment Conference in Calgary on January 28th, 2012

Petrocapita Income Trust will be presenting at the Alternative Investment Conference in Calgary on January 28th, 2012. Risk management and asset allocation in the context of hard asset investments will be the topic of discussion. Petrocapita is a Calgary based energy investment trust built around... - October 12, 2011 - Petrocapita Income Trust

Helen Pastorino of Pertria to be Volunteer Marshall in the PGA Tour Frys.com Open Tournament

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 09, 2011 - Pertria

Williams Asset Management Named a TOP WEALTH MANAGER by AdvisorOne

Williams Asset Management has been named a “TOP WEALTH MANAGER” by AdvisorOne, publisher of Investment Advisor and Research magazines. This is the 11th year that AdvisorOne (and its predecessor publications) have listed the Top Wealth Managers. As in years past, survey participants... - October 09, 2011 - Williams Asset Management

DurdanHeyer Ltd. Announces That It Has Appointed Mr. Mark Slatter as Its New Executive Director

It is with great pleasure that DurdanHeyer Ltd. announces that it has appointed Mr. Mark Slatter as its new executive director. Slatter, who had been an operations manager of a reputable research firm in New York City is scheduled to begin work on Aug. 8. Slatter replaces Leonard Stein, who held... - October 06, 2011 - DurdanHeyer Ltd.

Donald H. Ramirez is Awarded Certified Financial Planner™ Designation

Donald H. Ramirez, a Managing Principal of Peak Wealth Advisors with 16 years experience providing financial planning and investment management services to individuals, families and businesses has been awarded the Certified Financial Planner™ designation, a certification recognized as the standard of excellence for the financial planning profession. - October 05, 2011 - Peak Wealth Advisors

Senior PEI Team Member Appointed to the Women’s Fund of New Jersey Board

Jean Martone, Director of PEI’s Retirement Plans Group, has recently been appointed to the Board of Directors for the Women’s Fund of New Jersey. During this two-year term, Jean will seek to advance WFNJ’s mission to use the power of philanthropy for the women and girls of New... - October 05, 2011 - Portfolio Evaluations, Inc.

Simmers Financial Group Salutes Sebastian Guerra

Simmers Financial Group Salutes Sebastian Guerra. - October 04, 2011 - Simmers Financial Group

J.P. Turner Named Top 10 Atlanta Brokerage Firm

J.P. Turner is headquartered in Atlanta and has more than 200 independent offices nationwide. - October 01, 2011 - J.P. Turner & Company, LLC

Pertria Announces Relationship with CPA Randall Reynolds

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. - September 30, 2011 - Pertria

Mortgage Delivery Specialists GSE ULDD/MISMO Ready

Mortgage Delivery Specialists (MDS) has completed its GSE ULDD MISMO Version 3.0 framework verification and incorporated the new requirement into its mortgage loan agency delivery services. - September 29, 2011 - Mortgage Delivery Specialists LLC

Simmers Financial Group Welcomes Alison Schock to Its Staff as an Account Executive

Simmers Financial Group is proud to welcome Alison Schock to the Account Executive team. - September 28, 2011 - Simmers Financial Group

Kippes Commodities Offers Hacker-Safe Services

An online trading company has declared its services complete and secure to best help internet users obtain the financial help they needed. - September 28, 2011 - Kippes Commodities

August Economic Figures Point to Defensive Investment Strategies, Flight to Quality, According to Farmers and Merchants Trust Company Report

Economic fundamentals continued their downward trend in August, pointing to a need for principal preservation and defensive investment strategies according to Farmers and Merchants Trust Company’s (FMTC) August Economic Commentary. “While many analysts adjusted their growth projections... - September 28, 2011 - Farmers and Merchants Trust Company

NABCAP Announces Sirius Wealth Management's Inclusion as "NABCAP Premier Advisor" as Published in the St. Louis Business Journal, August 26th 2011

National Association of Board Certified Advisory Practice has recognized Sirius Wealth Management as an elite group of advisory practices in the greater St. Louis region. - September 27, 2011 - Sirius Wealth Management

New Free Fall Seminars Assist Women in Navigating the Emotional, Legal, and Financial Aspects of Divorce

A team of divorce specialists is offering free seminar, "Navigating the Emotional, Legal, and Financial aspects of Divorce," at three separate dates and times throughout the fall. Dates include Wednesday September 21st, 2011 from 10:00 AM to 1:00 PM, Friday October 28th, 2011 from 6:00 PM to 9:00 PM, and Thursday November 10th, 2011 10:00 AM to 1:00 PM. Those interested may call 215-862-7080 or RSVP for more information. - September 21, 2011 - Marianna A. Goldenberg, CDFA

Greystar Welcomes New Senior Director of Development

Greystar Real Estate Partners is pleased to announce that Perry Pound has joined the company as Senior Director of Development. In his new role, Perry will be responsible for Greystar’s development activity in Southern California as well as in the Phoenix market. Mr. Pound previously led the... - September 21, 2011 - Greystar

Bill Duggins, CFP, CPA, AIF Accepted as Member of the LPL Financial Retirement Plan Consulting Program

Bill Duggins, CFP®, CPA, AIF®, and founder of Duggins Financial, an independent boutique firm providing retirement plan consulting services to corporations and investment management for private clients, has been accepted into the LPL Financial Retirement Plan Consulting Program (RPCP). To... - September 19, 2011 - Duggins Financial

The Swiss Intrex Announces New Agricultural Product Trading

The Swiss Intrex has announced that it will extend its online commodity trading capabilities to agricultural commodities in 2012. - September 17, 2011 - The Swiss-Intrex

National Debt Crisis Can Teach Lessons About Individual Debt, Freedom Debt Relief Says

Government, economic challenges a reminder to take steps against debt - September 16, 2011 - Freedom Financial Network

CWP Advisors Invited to Speak at IMN Real Estate Workout Conference

The Information Management Network (IMN) has selected CWP Advisors to participate in its 2nd Bank and Financial Institution Special Asset Executive Conference on Real Estate Workouts. The event is scheduled for September 26 and 27, 2011 at the Hyatt Regency Century Plaza in Los Angeles,... - September 16, 2011 - CWP | Advisors

Neo Group Launches "Global Supply Risk Monitor" for Proactive Global Sourcing Risk Management

Global Supply Risk Monitor proactively monitors, predicts and manages risks affecting the global services and outsourcing industry. - September 16, 2011 - Neo Group Inc.

Steve Elliott Senior VP Sales Western Canada for Mineral Fields to Present at the Alternative Investment Conference

Steve Elliott Senior VP Sales Western Canada for Mineral Fields/Pathway Asset Management and Energy Fields will be speaking at the Alternative Investment Conference this Saturday in Calgary. Steve will discuss the benefits of Flow-Through shares. - September 15, 2011 - Enquirica Research

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Within Asset Management