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Within Asset Management
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
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
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
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
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
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
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
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
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
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
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
Fisher Investments Attending Cal Career Fair
Woodside-based money management firm initiates campus recruiting at UC Berkeley - September 14, 2011 - Fisher Investments
Place Trade Financial Reduces Margin Rates and Commissions for all Online Trading and Full Service Clients
Place Trade makes significant changes to commission rates; now offering the lowest online stock trading, bond and option commissions along with the lowest margin rates of most major firms. - September 14, 2011 - Place Trade Financial, Inc.
Fundsnet: Inflation Decrease is Good for Emerging Market Investment
Writing in his blog, Founder and Chairman of Fundsnet.co.uk, a financial investment company, highlights predictions that the lower inflation rate is good for emerging market investment. - September 12, 2011 - Fundsnet Limited
Kohler Commodities Announces Enhancements to Its Trading Software and Customer Service
Kohler Commodities, has announced a number of enhancements to its range and to its customer support. - September 12, 2011 - Kohler Commodities
Pertria Announces New Relationship with Wells Fargo Private Mortgage Banker Dan Ross
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 11, 2011 - Pertria
Demography is Destiny: Why America Will Remain the Most Successful Nation on Earth
While pundits are busy forecasting the decline of America, author Joel Kotkin believes the demographic trajectory of the United States will secure her standing as the “most affluent, culturally rich and successful nation in human history.” In his book The Next Hundred Million: America... - September 11, 2011 - Enquirica Research
September is National Preparedness Month: DocuHome® Home Inventory Vows to Get America Prepared by Giving Away Free Annual Subscriptions in September
Web Entrepreneur Bradford Stanley Reinforces “Urgency to be Prepared” in Wake of Wildfire and Hurricane Seasons. - September 11, 2011 - DocuHome Home Inventory
Life Insurance for Elderly Specialists Financial Sources Inc. Announces Free E-Seminars
Retirement Strategies and Estate planning for seniors. - September 11, 2011 - Financial Sources Inc.
Appropriate Balance Financial Services Announces Expansion Plans
Bellevue-based Appropriate Balance has recently added four key employees, not only to help expand services to current clients, but to help facilitate the growth the firm expects in coming years. - September 10, 2011 - Appropriate Balance Financial Services, Inc.
Ricky Arshi, President of PRISM Developments Will Present at The Alternative Investment Conference Saturday September 17, 2011
Ricky Arshi President of PRISM Developments will be presenting at the Alternative Investing Conference in Calgary September 17th. Mr. Arshi will be talking about Calgary's leading real estate investment and development company. - September 10, 2011 - Enquirica Research
David Udy Capstone Real Estate Managing Partner to Present at the Alternative Investing Conference
David Udy Capstone Real Estate Managing Partner to present at the Alternative Investing Conference in Calgary September 17th. Mr Udy will be talking about Canadians investing in real estate in Phoenix, Arizona. - September 09, 2011 - Enquirica Research
Tax Advisors Firm Advocates Organizing Your Old Financial Files
Bookkeeping Aid Available to Business Owners for Businesses of Any Size - September 08, 2011 - William D. Truax E.A, Inc. Tax Advisors
Stephen Johnston CIO of Agcapita Presenting at the Alternative Investment Conference in Calgary
Stephen Johnston CIO of Agcapita Farmland Investment Partnership will be presenting at the Real Assets Real Returns Alternative Investment Conference in Calgary on Saturday, September 17th 2011. - September 08, 2011 - Enquirica Research
Enquirica Research Sponsoring the Real Assets Real Returns Alternative Investing Conference Saturday September 17 2011, Calgary Alberta
Enquirica Research has partnered with Raintree Financial Solutions to host the Real Assets Real Returns Alternative Investment Conference in Calgary Saturday September 17th. Leading experts in the alternative investment market will be in attendance allowing investors to gain a better understanding of both global economic trends and exciting investment ideas. - September 07, 2011 - Enquirica Research
Michael J. Hensley of Guardian Capital Advisors, LLC Receives AIFA™ Designation
Firm Now Able to Assess Compliance to Centre for Fiduciary Excellence, LLC Standards. - September 04, 2011 - Guardian Capital Advisors
Michael Carr Joins National Gold Group's Writing Staff
National Gold Group's Michael Carr Adds an Intellectual Touch to Web Commentary - September 01, 2011 - National Gold Group
Fisher Investments to Release Capital Markets Update
Investment Policy Committee details its market and macroeconomic forecast for the period ahead. - August 31, 2011 - Fisher Investments
Paisley Financial Outlook - Warns High Risk of Double Dip Recession by Q4 - 2012
Paisley Financial Releases August 2011 Macroeconomic Outlook Report. Paisley Financial presents an examination of the Japanese lost decade alongside the U.S monetary and fiscal course since 2008. This report relies on the framework of the U.S economy in a "balance sheet" recession. The... - August 31, 2011 - Paisley Financial
Helen Pastorino Announces Office Re-Configuration for Pertria in Order to Make Room for New Members of Her 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. - August 24, 2011 - Pertria
J.P. Turner Welcomes Chelsea Holmes as Marketing Assistant
J.P. Turner & Company, LLC appointed Chelsea Holmes as Marketing Assistant in May. - August 23, 2011 - J.P. Turner & Company, LLC
Global Wealth Capital Group Announces the Kick-Off of a Series of Life Settlement Seminars
Global Wealth Capital Group a leader in the life settlement industry. - August 21, 2011 - Global Wealth Capital Group