Recent Headlines
Within Asset Management
Creekside Financial Advisors Opens Doors May 2, 2011
Cleveland financial planner, Nan Cohen, starts new firm that was created around clients' lifelong financial planning needs. - May 04, 2011 - Creekside Financial Advisors, LLC
Financial Sources Inc. Offering Financial Education Through Professional Seminars
Maryland-based financial services provider, Financial Sources Inc. recently announced that they are offering a free, no obligation, instructive seminar to allow members of the general public to gain valuable insights into complex financial instruments such as annuities and insurance policies. - May 01, 2011 - Financial Sources Inc.
Radon Stancil of Retirement Investment Strategies Releases New Book
Radon Stancil’s Book "Take Control Of Your Retirement Plan" Offers Financial Planning and Retirement Preparation Advice - April 28, 2011 - Retirement Investment Strategies
Helen Pastorino of Pertria Announces Robert Burba Certification for California's Environmental Protection Agency's Lead Renovation, Repair and Painting Program (RRP)
Robert Burba of Pertria Certified for California’s EPA Lead Program (RRP) - April 25, 2011 - Pertria
Ellen Li Earns Prestigious CFP Designation
Ellen Li, MSBA, CFP®, Financial Advisor at Financial Alternatives, Inc. in La Jolla, (CA) has earned the CFP® and Certified Financial Planner™ marks in accordance with CFP Board certification and renewal requirements. These marks identify that Ellen has met the rigorous experience... - April 23, 2011 - Financial Alternatives, Inc.
Freedom Debt Relief Quarterly Comment: U.S. Economic Recovery Continues
Company cautions about increasing debt, but cheers stronger performance - April 22, 2011 - Freedom Financial Network
Simmers Financial Group Promote a New Staff Supervisor
Simmers Financial Group is proud to announce the promotion of James Gambrell from Account Executive to Staff Supervisor. - April 21, 2011 - Simmers Financial Group
Cedar Brook Financial Partner Craig Gabel Celebrates 20 Year Anniversary
Craig Gabel, a Partner at Cedar Brook Financial Partners, LLC, celebrates his 20 year anniversary in the financial services industry. - April 20, 2011 - Cedar Brook Financial Partners LLC
SIMMERS Financial Group Announces New Operations Manager
Simmers Financial Group is pleased to announce the promotion of Shawn D. Mora from Senior Account Executive to the position of Operations Manager. Mr. Mora is responsible for working with all of the managers to insure proper procedures, and in addition to providing oversight, mentoring and... - April 20, 2011 - Simmers Financial Group
Moran, Kimura & Heising Receives Recognition in Los Angeles Magazine’s FIVE STAR: Best in Client Satisfaction Wealth Manager Listing
Moran, Kimura & Heising is proud to announce that Rich Moran, CFP® was listed in Los Angeles Magazine’s 2011 FIVE STAR: Best in Client Satisfaction Wealth Manager listing. Mr. Moran is a Partner in Moran, Kimura & Heising, with offices in Torrance and Rolling Hills Estates. The... - April 19, 2011 - Moran, Kimura & Heising LLC
Wealth Partners Corporation Helps Clients Avoid Costly IRA Mistakes
An IRA may be an extremely profitable savings tool, but there are decisions that could sabotage its effectiveness and stunt its growth. This new book," The 5 Most Costly IRA Mistakes and How to Avoid Them," is written for those who are savers but may not be aware of IRS rulings and tax laws that may impact their funds. - April 19, 2011 - Wealth Partners Corporation
The Corvus Group Appoints New Principals to Executive Leadership Team
The Corvus Group, Inc., a diversified commercial real estate capital services company that serves public and private sector clients nationwide, announced Senior Vice President Marshall Datcher and Managing Director Richard Pryzdia were promoted to principals at the firm. Working from... - April 19, 2011 - The Corvus Group
Ailant Finance Capital Markets (AFC Markets) and Shanghai Capital Partners Launch Private Equity Fund to Invest $175 Million in Chinese Tech Start-Ups
AFC Markets today announced the launch of the first $175 million AFCM BRIC Technology Fund. This fund is the first in the BRIC region from Ailant Finance, and in the near future there will be others launched to invest in Brazil, Russia, and India. - April 18, 2011 - Ailant Finance SA
Charter Stanley Group Go for Listing
Listing goal of May 2012 is realistic. - April 15, 2011 - Charter Stanley Group
Cedar Brook Financial Partner Richard Anderson Celebrates His 35 Year Anniversary
Cleveland financial planner, Richard Anderson, has developed hundreds of customized retirement plans since 1976. He specializes in creating financial plans for physicians, privately held business owners, corporate executives, and families. - April 15, 2011 - Cedar Brook Financial Partners LLC
SpringReef Partners, LLC Formed to Evaluate and Select Exceptional Financial Advisors for High Net Worth Families
SpringReef Partners will offer clients personalized, unbiased evaluations and recommendations on financial advisor selection and performance. - April 11, 2011 - SpringReef Partners, LLC
Portfolio Evaluations, Inc. (PEI) to Speak at the PSCA 2011 East Coast Regional Conference
On April 20, Senior Consultant, David Hudak will speak at PSCA’s 2011 East Coast Regional Conference in Philadelphia, PA. David’s scheduled topic to discuss is, “What You May Not Know About Your Investment Advisor.” He will address the importance of knowing the various types... - April 10, 2011 - Portfolio Evaluations, Inc.
Antarctica Asset Management Wins Best Fund of Fund Provider at 2011 Hedge Funds World Awards Middle East
Antarctica Asset Management was recognized as the best fund of hedge funds provider at an award ceremony held in Dubai. The independent judges of the 5th Hedge Funds World Awards unanimously bestowed the award for Best Fund of Fund Provider to Antarctica Asset Management. In an extremely... - April 03, 2011 - Antarctica Asset Management
Freedom Debt Relief Presents 6 Questions to Ask Before Paying Off a Mortgage Early
Early mortgage payment an option for households without other debt. - April 01, 2011 - Freedom Financial Network
The Corvus Group Delivers Due Diligence Solutions on More Than $5 Billion of Commercial Real Estate Loans
The Corvus Group, Inc., a diversified commercial real estate capital services company that serves public and private sector clients nationwide, announced its Capital Markets division completed two commercial real estate loan due diligence assignments supporting both buyer and seller activities. - March 31, 2011 - The Corvus Group
Richmond Brothers Financial Management Specialists, Inc. Sponsors Lingap Children’s Foundation "Hope for Orphans" Benefit
Richmond Brothers has sponsored the benefit for the eight consecutive years it has taken place. - March 25, 2011 - Richmond Brothers, Inc.
Mazuma Capital Corp Funds Used Heavy Machinery for U.S. Central Appalachian Coal Producer
Mazuma Capital Corp, a leading national direct lender, announced today it has funded a $1.5 million dollar transaction for a U.S. thermal coal producer. The company sought a funding source that had expertise in funding newer companies. Mazuma Capital was ultimately the right choice to help... - March 24, 2011 - Mazuma Capital
Capricorn Contributes to FX Week Article
At the FXInvest Europe conference in Zurich on March 8, foreign exchange investors and fund managers met to discuss key issues driving the FX market in 2011 and the possible impact of new regulations. - March 23, 2011 - Capricorn Strategies
Former Moss Adams Wealth Advisors COO/CIO Mark Jaeger Joins Appropriate Balance
Appropriate Balance Financial Services, Inc. (ABFS) is pleased to announce that Mark Jaeger, CFP®, ChFC®, AIF® has joined the firm as its Chief Operating Officer and Chief Compliance Officer. In this role, Mr. Jaeger will be responsible for practice management, technology, finance and... - March 17, 2011 - Appropriate Balance Financial Services, Inc.
Portfolio Evaluations, Inc. (PEI) to Moderate at the 2011 Pensions & Investments Annual East Coast Defined Contribution Conference
On March 13, Senior Consultant, Fred Stewart will be moderating a round table discussion at the 2011 Pensions & Investments Annual East Coast Defined Contribution Conference in Miami, FL. The round table will feature a discussion on large plans ($1 billion or more in assets). Round table... - March 16, 2011 - Portfolio Evaluations, Inc.
Epitome Global Services Names Kim Wales as New CEO
Epitome Global Services, a leading global administrator for the hedge fund and alternative asset management industry, today announced that effective immediately, Kim Wales, has been named Chief Executive Officer to lead Epitome into the next growth phase. Wales succeeds Raju Panjwani,... - March 12, 2011 - Epitome Global Services
Capricorn Panels FX Invest Europe Roundtable
Capricorn CIO Mikkel Thorup, was invited to join the panel discussion hosted by FX Invest Europe, "Exploring the FX outlook for 2011." - March 11, 2011 - Capricorn Strategies
Capricorn Speaks at FX Exposure Conference
Capricorn Asset Management was invited to speak at Marcus Evan's FX Exposure conference in London, on the future of FX. - March 11, 2011 - Capricorn Strategies
Capricorn FX Adds to Trading Team
Capricorn Asset Management has hired a Chief Trader to its trading team, crowning a year of expansion and achievement for the firm. - March 11, 2011 - Capricorn Strategies
Greystar Switches Off Lights in Support of Earth Hour 2011
Greystar will switch off lights at many corporate offices and property offices across the United States in support of Earth Hour on Saturday, March 26 at 8:30 pm local time. - March 10, 2011 - Greystar
David S. Richmond Earns Master of Science in Financial Services Degree from the American College
Co-founder of Richmond Brothers Financial Management Specialists, Inc. pursued degree to better serve clients and prospective clients - March 10, 2011 - Richmond Brothers, Inc.
Cedar Brook Partner, Frank Legan, Earns FINRA Series 31 License
Cedar Brook Financial Partners, one of Cleveland's largest independent wealth management firm's Partner, Frank Legan, earns a Series 31 License. - March 10, 2011 - Cedar Brook Financial Partners LLC
National Gold Group Attends the Bright Lights Benefit Gala for Postpartum Support International
NGG Donates to Postpartum Support International and Attends Their Charity Event in Los Angeles - March 09, 2011 - National Gold Group
Cedar Brook Financial Partners Doubles Donation to American Heart Association's Go Red for Women Campaign
Cedar Brook Financial Partners, one of Northeast OH's largest independent wealth management firms, sponsored a firm-wide program to raise donations for the American Heart Association's Go Red for Women Campaign. - February 25, 2011 - Cedar Brook Financial Partners LLC
Charter Stanley Group's Newest Employee Mr. Peter Ashfold Chief Investment Strategist
Mr. Ashfold has been personally head hunted from one of the largest teams of analysts on Wall Street... - February 24, 2011 - Charter Stanley Group
Ailant Finance Capital Markets Offers Clients Participation in the Facebook Mania
"If you want to invest in Facebook, and you are a high net worth individual, there are some ways to do it," according to Ferdinand Aracon, PR manager of Ailant Finance Capital Markets. - February 23, 2011 - Ailant Finance SA
National Gold Group Launches a Very Impactful Radio Campaign in Louisville, KY
NGG Receives a Phenomenal Response After Radio Campaign Emphasizing the Importance of a Diversified Portfolio. - February 16, 2011 - National Gold Group
Petrocapita Income Trust Signs Farm-Out Agreement
Petrocapita Income Trust is pleased to announce the signing of a farm-in agreement. Western Plains will pay 100% to earn a 50% interest in the agreed test well spacing unit of 40 acres on Twp 48, Rge 21, W3M (LSDs 1,2,7,8). - February 14, 2011 - Petrocapita Income Trust
Investment Expert Pens "1001 Truths About Investing"
Sidoxia Capital Management President and hedge fund manager Wade Slome has just introduced his much anticipated second book, "1001 Truths about Investing." - February 11, 2011 - Sidoxia Capital Management, LLC
White Paper Shows Financial Advisors How to Increase Referrals Using a Client Advisory Board
The Client Driven Practice has released a white paper, Automatic Referrals for Financial Advisors, Leveraging a Client Advisory Board in a Referral Marketing Program. The firm, which assists investment advisors, financial planners, and wealth managers in engaging clients in their strategic... - February 09, 2011 - The Client Driven Practice
Biz-Well.com Launches, Featuring Special Business Wellness Bundle at 70% Discount
Business Wellness bundle Biz-Well.com is offered by Seattle firm Synergetic Finance, for 70% off the full retail price. - February 09, 2011 - Synergetic Finance
Freedom Debt Relief Offers 7 Tips to Stick to Get-Out-of-Debt Resolution
Planning, determination help Americans stick to debt-reduction goals for New Year. - February 09, 2011 - Freedom Financial Network
Gary S. Williams, CFP®, CRPC®, AIF® Recieves Baltimore Magazine's FIVE STAR Wealth Manager Award
Williams Asset Management, one of the leading wealth management and investment firms, is pleased to announce that its President, Gary Williams, has been selected as a FIVE STAR Wealth Manager for 2011. His selection was announced in the February 2011 issue of Baltimore Magazine. In conjunction... - February 09, 2011 - Williams Asset Management
Provident Capital Partners SA Aligns Brand with Corporate Name Change and Announces New Innovative Insurance-Linked Fund
Provident Capital Partners, a member of the Hope Family of Funds, announces strategic re-alignment of its global brand. Effective immediately, Provident Capital Partners will trade as Hope Asset Management SA. Theodore Petrara will continue in his role as CEO of Hope Asset Management SA. The Board of Directors and shareholders of Hope Funds SA and The Hope Foundation have elected to the name change to fully integrate the Hope family of funds into a single, global platform. - February 03, 2011 - Provident Capital Partners, LP
Cedar Brook Financial Partners Announces the Addition of Ryan Olds, CFP
Cedar Brook Financial Partners, one of the largest independent wealth management firms in Northeast Ohio, is pleased to announce that Ryan Olds, CFP, has joined the firm. - January 29, 2011 - Cedar Brook Financial Partners LLC
Macian Education Presents: the Savvy Women's Financial Mastery Class
Today, women are taking a stronger stance with their finances by learning a mastery of the tools, strategies, and fundamentals to achieving wealth. - January 24, 2011 - Macian Wealth Management
Portfolio Evaluations, Inc. (PEI) Gains New Talent
Portfolio Evaluations, Inc. experiences growth and gains new talent in its Dallas office. - January 23, 2011 - Portfolio Evaluations, Inc.
VantagePointe Financial Group Announces 2010 Investment Sales Leader
Asa Lakeman, Financial Advisor at VantagePointe Financial Group was recently named Investment Sales Leader for the second consecutive year. "Due to Asa’s education, hard work, and client focus I am pleased to announce Asa Lakeman as our 2010 Investment Sales Leader," Managing... - January 22, 2011 - VantagePointe Financial Group
Mike Lee Resigns from Mazuma Capital Board of Directors to Take His Senate Seat in 2011
Mazuma Capital announced the resignation of newly elected Senator Mike Lee. Senator Lee, who served on the Mazuma Capital Board of Directors, is the youngest elected member of the U.S. Senate and the first new senator Utah has had in 18 years. Lee made national headlines when he defeated then... - January 20, 2011 - Mazuma Capital
Wershing and Littlechild to Present Webinar "Generating Referrals Perpetually"
Stephen Wershing, president of The Client Driven Practice, and Julie Littlechild, president of Advisor Impact, will be presenting a webinar "Generating Referrals Perpetually" through the investment advisor web community Advisors4Advisors.com this Friday, January 21, 2011, at 4:00 PM. The... - January 20, 2011 - The Client Driven Practice