Recent Headlines
Within Asset Management
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
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.
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
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
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
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
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
Legacy Family Office Moves to New Location
Legacy Family Office Moves to New Location in Estero - August 21, 2011 - Legacy Family Office
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
National Gold Group Launches New, More User-Friendly and Informative Website
National Gold Group's Website Gets an Overhaul - August 19, 2011 - National Gold Group
Greystar Announces New Luxury Mid-Rise Community
Greystar Real Estate Partners has been awarded the management of a new luxury development under construction named “The BLVD,” in Dallas, Texas. The five-story, mixed-use mid-rise community is being developed by Prescott Realty Group in partnership with Northwestern Mutual and Apollo... - August 19, 2011 - Greystar
Financial Sources Inc. Launches New Website
New Look and Design Featuring Market Watch and Learning Center - August 18, 2011 - Financial Sources Inc.
Free Help for Homeowners Workshop to be Held at Wild Horse Golf Club in Henderson on September 8th
Elysien Private Wealth & Real Property is conducting as part of its community outreach program a free Help For Homeowners Workshop that is geared towards providing valuable information by local trusted professionals to Nevada Homeowners who are in distress. The event will feature special guest speakers form the Southern Nevada community and will include local attorneys, tax professionals, real estate experts, investment and asset protection specialists. - August 16, 2011 - Elysien Private Wealth & Real Property
Helen Pastorino Announces Gabriele Chesser Earns California Real Estate Broker License
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 15, 2011 - Pertria
Legacy Family’s Surratt Elected Vice-Chair of Edison State College Foundation Board
Tamara L. Surratt, owner and President of Legacy Family Office in Estero, was recently elected vice-chairman of Edison State College Foundation’s board of directors. Ms. Surratt, a seasoned wealth advisor, has previously served two terms as the foundation’s Treasurer and Finance... - August 14, 2011 - Legacy Family Office
J.P. Turner & Company Selected for "34 Up & Coming Firms"
J.P. Turner & Company, LLC of Atlanta has been honored with a recognition by Financial Planning Magazine in its selection of "34 Up & Coming Firms." - August 13, 2011 - J.P. Turner & Company, LLC
Erica Frye Joins Legacy Family Office
Legacy Family Office, a Florida based Multi-Family Wealth Office welcomes Erica M. Frye in her new position as Executive Assistant to the President Tamara Surratt. Prior to joining Legacy Family Office, Ms. Frye was the Executive Assistant and Office Manager for Wennsoft, an international software integration firm. - August 07, 2011 - Legacy Family Office
Stephen Johnson Named Financial Advisor for Las Vegas Chamber Of Commerce 401K Plan
Stephen Johnson has been named the financial advisor for the Las Vegas Chamber of Commerce 401(k) Plan. Johnson is branch manager of Raymond James Financial Services Inc. Member FINRA/SIPC, offices in Draper, Utah and Las Vegas. Johnson and his team manage approximately $300 million in assets in... - August 05, 2011 - Steve Johnson
Bill Duggins, CFP®, CPA Earns Accredited Investment Fiduciary (AIF®) Designation from Fi360
Bill Duggins, CFP®, CPA, and founder of Duggins Financial, an independent boutique firm providing retirement plan consulting services to corporations and investment management for private clients, has been awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360... - July 31, 2011 - Duggins Financial
Mackenzie Miller Joins Place Trade Financial's Raleigh Office
Sarah M. Place, President and CEO of Place Trade Financial, Inc. (Member FINRA, MSRB and SIPC) www.placetrade.com, a global full service, discount broker and online trading firm, announces Mackenzie Miller has joined the firm as a marketing assistant. In this position, Ms. Miller will help to... - July 29, 2011 - Place Trade Financial
Professional Associations Super Reappoints J.P. Morgan as Custodian for the Fund
Following a recent review, Professional Associations Super has reappointed J.P. Morgan as its master custodian for a further three-year term. The company was reappointed on the basis of their strong performance in the past three years, with Paul Kessell, Chief Investment Officer of Professional... - July 27, 2011 - Kinetic Superannuation Ltd
Fundsnet.co.uk Announces New Marketing Initiative
Financial Investment Company, Fundsnet.co.uk whose products have proved popular with emerging financial market investors together with people looking to save with ISAs, is to launch a new online marketing initiative. - July 24, 2011 - Fundsnet Limited