Recent Headlines
Within Asset Management
Legacy Family Office Moves to New Location
Legacy Family Office Moves to New Location in Estero - August 21, 2011 - Legacy Family Office
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
Cedar Brook Financial Partner Celebrates 15th Anniversary as a Financial Planner
Mark Munday, Cedar Brook Partner, celebrates his 15th year developing comprehensive, customized financial plans for business executives, physicians, and families. - July 23, 2011 - Cedar Brook Financial Partners LLC
Greystar Awarded The Forum
Greystar Student Living has been awarded the management of The Forum at Statesboro, a new 780 bed development. The Forum at Statesboro will be located on one of the most attractive sites for apartment development and offers the latest in apartment living for Georgia Southern University. Forum is... - July 20, 2011 - Greystar
Freeman Owen from Financial Sources Inc. Receives "Advisor of the Year" Award by Vertical Vision Financial Marketing
The founder of Financial Sources Inc., Freeman Owen, recently received the, “Advisor of the Year” award by Vertical Vision Marketing. For over thirty years Mr. Owen has been assisting clients with protecting and preserving assets by lowering the tax burden of seniors, avoiding costly... - July 17, 2011 - Financial Sources Inc.
Freedom Debt Relief Quarterly Comment: Revolving Debt Rises; Income, Unemployment Not Keeping Pace
Experts express concern about 5 percent rise in consumer debt. - July 15, 2011 - Freedom Financial Network
Place Trade Launches Food Drive for InterAct of Wake County
For the benefit of InterAct, Place Trade Financial's North Raleigh office is now accepting donations of non-perishable foods, canned items, fruit juices, dry goods, condiments, grocery store gift cards, and cash at 4030 Wake Forest Rd, Suite 300, Raleigh, NC 27609 by August 15. - July 15, 2011 - Place Trade Financial
Richmond Brothers Financial Management Specialists, Inc. Sponsors Community-Wide Shredding Event
Richmond Brothers is helping the Jackson community avoid identity theft while raising funds for the American Cancer Society Relay for Life. - July 15, 2011 - Richmond Brothers, Inc.
Greystar Expands Development & Construction Expertise with Key Hires
Greystar Real Estate Partner announced that it has hired Jerry Brand and Ali Warner to further expand the company’s growing development and construction capabilities in major markets throughout the U.S. Jerry Brand has joined Greystar as Senior Managing Director and will direct development... - July 15, 2011 - Greystar
Kingsbridge Holdings, LLC of Lake Forest, IL Acquires Trilogy Leasing Co. LLC (“TLC”), of Cranbury, N.J. Nearly Doubling in Size
Kingsbridge Holdings, LLC has acquired Trilogy Leasing Co. LLC, a leasing services provider of new and previously owned technology equipment, increasing Kingsbridge’s Total Assets in excess of $420 MM and bringing the total original equipment cost financed in their portfolio to approximately... - July 14, 2011 - Kingsbridge Holdings LLC
Greystar to Build Garden Apartments in Durham, North Carolina
Greystar Real Estate Partners recently broke ground on a 24.6-acre site in the Brightleaf Master Planned community, located between downtown Durham and downtown Raleigh, for construction of a 328-unit, three-story upscale garden apartment community. The apartments are being designed to National... - July 13, 2011 - Greystar
Financial Services Inc. Now Offering Advice on Life Insurance for Elderly Retirees in Seminar Settings
Financial Services Inc., the financial planning firm specializing in helping seniors build their nest egg, is now offering advice on life insurance for the elderly in Clinton, Maryland. The seminars will be held on July 19 and 21st, both at 5:00pm at Stella’s Italian Restaurant. The topic... - July 13, 2011 - Financial Sources Inc.
Cedar Brook Financial Partners’ Managing Principal, Azim Nakhooda, Celebrates 15th Year Anniversary
Cedar Brook Financial Partners' managing partner and chief investment strategist, Azim Nakhooda, has developed customized investment plans for hundreds of clients over the past 15 years. - July 13, 2011 - Cedar Brook Financial Partners LLC
Altium Group LLC Joint Venture with Lloyds of London
Altium Group LLC and Lloyds of London create a risk mitigation protection product for purchasers of life contingent structured settlement. - July 08, 2011 - Altium Group LLC
CFTC Approves Iron Harbor Capital Management CPO Registration
Iron Harbor Capital Management was approved as a Commodity Pool Operator (CPO) by the U.S. Commodity Futures Trading Commission (CFTC) and the National Futures Association. As a registered entity, Iron Harbor must comply with various disclosures, reporting and record-keeping obligations imposed by... - June 30, 2011 - Iron Harbor Capital Management
Helen Pastorino of Pertria Featured in Silicon Valley Business Journal
Helen Pastorino of Pertria had been featured in the Silicon Valley Business Journal. - June 27, 2011 - Pertria
ENSO Law Firm (Russia) Joins Mackrell International
ENSO Law Firm has officially joined Mackrell International, one of the world’s premier networks of independent legal firms. Mackrell International was established in 1987 and has 76 member law firms representing 50 countries. The organization gives clients access to more than 4 thousand... - June 25, 2011 - ENSO Law Firm
Helen Pastorino of Pertria Featured in The New York Times
Helen Pastorino was referenced in the New York Times for her willingness to adopt the newest technologies and means of communication to help her business thrive in the competitive real estate market. - June 25, 2011 - Pertria
Bertrand Wealth Strategies Launches Interactive Website
Bertrand Wealth Strategies launches an interactive corporate website to stimulate dialog with investors and financial professionals. - June 25, 2011 - Bertrand Wealth Strategies
Professional Associations Super Hits $1.7 Billion After Two Year Growth Spurt
Efficiencies that minimise investment fees combined with strong investment returns have enabled Professional Associations Super to grow by 36 percent in the last two years, reaching $1.7 billion in February 2011. Not only is Professional Associations Super one of the top ten industry funds in... - June 24, 2011 - Kinetic Superannuation Ltd
Professional Associations Super - Lack of Understanding of "Advice" Results in Low Take-Up, Research Finds
Super fund members’ lack of knowledge about what “financial advice” entails, and low levels of trust following the Global Financial Crisis (GFC), are the key barriers to seeking advice, research by Professional Associations Super has found. Qualitative and quantitative member... - June 24, 2011 - Kinetic Superannuation Ltd
Friend of Pertria, Takigawa Design Wins 2011 Gold Summit Creative Award
Takigawa Design, a brand strategy and design firm based in Monterey, California, was awarded the 2011 Gold Summit Creative Award for their poster titled: “Act Accordingly.” - June 23, 2011 - Pertria
National Gold Group's Senior Writer Chris Poindexter Now Featured on Townhall Finance
Chris Poindexter, Senior Writer for National Gold Group, Featured on Industry Leading Conservative News Website Townhall Finance. - June 22, 2011 - National Gold Group
Place Trade Financial Makes Major Changes to Back Office – Clearing Services
Sarah M. Place, President and CEO of Place Trade Financial, Inc., (Member FINRA, SIPC), (www.placetrade.com), a global full service, discount broker and online trading firm, announced the firm is ending its nearly decade long clearing relationship and has entered into a new clearing arrangement... - June 18, 2011 - Place Trade Financial
Radon Stancil Releases Podcast Book Review on Take Control of Your Retirement Plan
Managing Partner of Retirement Investment Strategies Discusses Newly Authored Book for Financial Retirement Success - June 16, 2011 - Retirement Investment Strategies
Professional Associations Super Strengthens Female Leadership
Professional Associations Super members have recently elected Katherine Kasper as a Member Representative Director. Katherine replaces Marian Bolton, who has been a director on the board for 17 years. Ms Kasper has more than 10 years industry experience as a trust lawyer in the commercial sector,... - June 15, 2011 - Kinetic Superannuation Ltd
Professional Associations Super - Super Reform Won’t Change the Basics of Retirement Planning
With the end of the financial year approaching, Professional Associations Super says the basics of retirement saving won’t change, despite looming reforms to superannuation rules. - June 15, 2011 - Kinetic Superannuation Ltd
The Corvus Group/RSM McGladrey, Inc. Complete Due Diligence on Commercial Real Estate Securitization Portfolio
The Corvus Group, Inc. and RSM McGladrey, Inc. recently completed a due diligence assignment on a performing and securitized commercial real estate loan portfolio with a loan balance aggregating $737 million. - June 15, 2011 - The Corvus Group
Place Trade Financial Welcomes Jermaine Pender to Raleigh Office
Sarah M. Place, President and CEO of Place Trade Financial, Inc., [Member FINRA, SIPC], (www.placetrade.com), a global full service, discount broker and online trading firm, announced that Jermaine Pender has joined the firm as a Senior Financial Advisor and will play a key role in business... - June 15, 2011 - Place Trade Financial
Helen Pastorino of Pertria Featured in Forbes ASAP
Helen Pastorino was referenced in Forbes’ ASAP Magazine for helping her business to thrive by acting swiftly and employing cutting edge technology to conduct business in real estate. - June 13, 2011 - Pertria
Cedar Brook Financial Partners LLC Raises Money for MedWish International
Cedar Brook Financial Partner employees paid to wear jeans to work to support MedWish. Cedar Brook, one of Northeast Ohio's largest wealth management firms, counts MedWish as one of its many charitable giving programs. - June 12, 2011 - Cedar Brook Financial Partners LLC
Greystar Student Living Announces New Student Housing Community
Greystar has been awarded the management of Circle West Campus. - June 12, 2011 - Greystar
Cedar Brook Financial Partners' Managing Principal, Azim Nakhooda, Selected to Speak at Center for Public Investment Conferences
Investment strategist, Azim Nakhooda, is chosen to speak on hot finance topics at Ohio Treasury's summer conferences. Nakhooda is the Managing Principal of Cedar Brook Financial Partners, one of Northeast Ohio's largest wealth management firms. - June 10, 2011 - Cedar Brook Financial Partners LLC
Helen Pastorino of Pertria Featured in Objects In Action: Commercial Applications Of Object-Oriented Technologies
Helen Pastorino, Founder and President of Pertria, has been featured in the book Objects In Action: Commercial Applications Of Object-Oriented Technologies by Paul Harmon and David A. Taylor, for her early advocacy and implementation of information technology to advance client results and productivity in the real estate industry. - June 01, 2011 - Pertria
Financial Sources Inc. Offering Advice on Retirement
Financial Sources Inc. is proudly offering valuable advice related to retirement and savings. The tips and advice available through Financial Sources Inc. will help the aging population to gain insightful information on saving for retirement and have the resources to do so when the time comes. - May 29, 2011 - Financial Sources Inc.
Greystar Joins Initiative to Package 100,000 Meals for Ghana
Greystar joins forces with DeBartolo Development and the Kobel Family Foundation to help feed the hungry. Feeding Children Everywhere will be facilitating a food packing event where volunteers can donate their time to package 100,000 meals for hungry children in Ghana. These healthy meals will be... - May 28, 2011 - Greystar
Kash Mart Launches New K4FX™ Platform
KashFX Payment industry leader unveisl new platform. - May 27, 2011 - Kash Mart International
Fisher Investments Taps Social Media
Investment firm expanding distribution of educational content through social platforms. - May 26, 2011 - Fisher Investments