Recent Headlines
Within Asset Management
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
Red-Hot Chicago Property in a Tough Market - The Kopley Group's The Lofts at 1800
Nick Kopley – President and Owner of The Kopley Group based out of Chicago – has the distinction of being the developer of the most successful new condo project in Chicago's recent memory, The Lofts at 1800; this is rare in an economy with countless unsold condo units in see-through... - January 19, 2011 - The Kopley Group, Inc.
Freedom Debt Relief Quarterly Comment: New Federal Reserve, BEA Reports Show Upward Trends
Execs warn consumers to be wary of increasing debt in improving conditions - January 15, 2011 - Freedom Financial Network
Investor Profile Offers a 50% Rebate on Annual Broker Fees for ISAs and Unit Trusts
Investor Profile has launched a New Year Sale with all new customers transferring their existing ISA and Unit Trust investments benefitting from a 50% annual broker fee rebate. - January 14, 2011 - Investor Profile
2011 American Finance Fellow Elected
The Fellows of the AFA have elected Milton Harris of the University of Chicago as the 2011 Fellow of the Association. - January 13, 2011 - American Finance Association
2011 Fischer Black Prize
The American Finance Association announces the award of the 2011 Fischer Black Prize. - January 13, 2011 - American Finance Association
Cedar Brook Financial Partner Alan Yanowitz Celebrates 20 Year Anniversary
January marks 20th anniversary of Yanowitz' financial planning career. - January 07, 2011 - Cedar Brook Financial Partners LLC
World Class Capital Group Acquires Austin Shopping Center
Texas Investment Firm Continues to Expand Real Estate Holdings - January 06, 2011 - World Class Capital Group, LLC
Special Sessions Webcast from the American Finance Association Annual Meeting
Three special sessions of interest to financial professionals will be webcast from the American Finance Associations Annual Meeting January 7-9, 2011. - January 04, 2011 - American Finance Association
Alternative Latin Investor Deal Brief: Argentine Vineyards
Covering current investment opportunities. - December 30, 2010 - Alternative Latin Investor
Ailant Finance Capital Markets Acquires Investment Bank China Zhejiang Capital Group
Ailant Finance Capital Markets. announced today that it has acquired China Zhejiang Capital Group, one of the China’s middle market investment banking and advisory firms. Founded in 2003 by Zhang Wen Dong, China Zhejiang Capital Group employs 21 investment banking professionals with offices in Shanghai and Taipei. - December 28, 2010 - Ailant Finance SA
Technology Management Solutions and Appia Communications a Winning Combination
Technology Management Solutions (TMS) Chooses Appia as Its Hosted Video and Voice Over Internet Protocol Service Provider Partner - December 23, 2010 - Technology Management Solutions, LLC
J.P. Turner Raises More Than $10,000 for the Empty Stocking Fund
J.P. Turner Donations Will Provide Gifts for 530 Atlanta Area Children - December 23, 2010 - J.P. Turner & Company, LLC
Richmond Brothers Honored by Jackson Community College Foundation for Scholarship Donations
Richmond Brothers Foundation has donated funds to Jackson Community College for scholarships since 2006 and has helped more than 100 college students fund their education. - December 21, 2010 - Richmond Brothers, Inc.
WealthTouch Recognized with Two XCelent Awards
Financial Services Industry Research and Analysis Firm Celent Recognizes WealthTouch for the Best Functionality and Best Service in the Client Reporting Market. - December 16, 2010 - WealthTouch
Mazuma Capital Introduces Broker Services Program
Exclusive Broker Services Program is the newest edition of Mazuma Capital's Strategic Partner Programs. - December 16, 2010 - Mazuma Capital
Provident Capital Partners Announces Innovative Life Settlement Bond Issue
Provident Capital Partners, L.P., a Swiss based institutional asset manager and hedge fund, has announced the issue of a USD300 Million Zero-Coupon Collateralized AA-rated Bond. Banking and insurance industry experts point to new, innovative structure as groundbreaking step in further linking the insurance industry and the global credit markets. - December 16, 2010 - Provident Capital Partners, LP
Cambridge's 2010 Survey Affirms High Satisfaction Ratings by Rep/Advisors
Marks the 12th consecutive year Cambridge has scored 9 out of 10 in comparison to other Broker/Dealers for overall satisfaction. - December 16, 2010 - Gaxiola Financial Group
Freedom Debt Relief Settles $1 Billion in Consumer Debt
Debt industry leader becomes first company to reach milestone. - December 16, 2010 - Freedom Financial Network
Broad Financial Launches New Alternative Investment Funds Designed for the Self Directed IRA and Solo 401K Investor
Broad Financial LLC, a New York-based diversified financial services company specializing in self directed IRA's and Solo 401K plans, has recently introduced two alternative investment funds, a tax lien fund and a real estate fund. - December 16, 2010 - Broad Financial - Self Directed IRA and Solo 401K Plans
National Gold Group Announces 2010 Charitable Giving
NGG Sponsors Annual Charity Event for the Breast Cancer Research Foundation - December 15, 2010 - National Gold Group
Kelly Financial Group Donates to CT Children's Medical Center
Fundraising for Connecticut Children’s Medical Center’s A Brighter Hope campaign continues to gain momentum with a recent $10,000 gift presented by Greg Hammond and Scott Iles of Kelly Financial Group to benefit the New Clinical Care Center for Cancer and Blood Disorders. Along with... - December 14, 2010 - Kelly Financial Group
Greenbelt Resources Corporation and Diversified Ethanol Announce Plant Technology Financing Through Mazuma Capital
Financing of green initiatives through Mazuma Capital. - December 09, 2010 - Mazuma Capital
Founding Principal of Cedar Brook Financial Partners Launches New Book
Cedar Brook Financial Partners Founding Principal, Howard Slater, Co-Authors book that provides financial planning tools for improved decision making. - December 09, 2010 - Cedar Brook Financial Partners LLC
eTtech Money Launches "Founderswall.com," for Investor Awareness & Capital
A New Investment Marketplace, Built by the People for the People - December 08, 2010 - eTech Money, Inc.
Freedom Financial Network Earns Spot on Phoenix Business Journal’s ‘Best Places to Work’ List
Debt industry leader’s Tempe office lands No. 28 position. - December 08, 2010 - Freedom Financial Network
Cedar Brook Financial Partners Promotes Craig Gabel
Cedar Brook Financial Partners, one of the largest wealth management firms in Northeast Ohio, promotes 15-year industry veteran, Craig Gabel. - December 08, 2010 - Cedar Brook Financial Partners LLC
RFQ-Hub, the Platform for Listed and OTC Derivatives, Receives FOW’s Awards for Innovation
ID's RFQ-hub, the multi-asset multi-dealer platform for listed and OTC Derivatives, has received two awards and a silver commendation for Innovation from FOW - The Global Derivatives Magazine. - December 08, 2010 - RFQ-hub
Finlay Joins Waddell & Reed
James Finlay, Penn State graduate joins Waddell & Reed as a Financial Advisor in Monroeville, PA. - December 06, 2010 - Waddell & Reed
Quod Financial Integrates the Informatica Ultra Messaging Family of Products for Low Latency Trading
Quod Financial, a global provider of adaptive trading technology, today announced that it has integrated Informatica’s Ultra Messaging product family (previously 29West), including Ultra Messaging Streaming Edition (UMSE), Ultra Persistence Edition (UMP) and Ultra Messaging Queuing Edition... - December 06, 2010 - Quod Financial
Technology Management Solutions Scores Cal South Soccer Association
Affiliate of US Soccer chooses new Information Technology (IT) Support services provider. - December 05, 2010 - Technology Management Solutions, LLC
Daniel C. Green Joins WealthTouch as Managing Director of Sales and Solution Consulting for the Western US and Asia
Industry pioneer has a track record of building strong relationships with major investment advisors, family offices and private banks. - December 03, 2010 - WealthTouch
Mazuma Capital Hires Julie Fuchs as VP of Marketing & Strategic Development
Capital, a leading national direct lender, announces today it has hired Julie Fuchs as VP of Marketing & Strategic Development. Fuchs will direct all marketing campaigns including social media, advertising, press, events, and all web-based initiatives. She will also expand Mazuma... - December 01, 2010 - Mazuma Capital
John Hyman Joins Cheyne Capital Management (UK) LLP
Cheyne Capital Hedge Fund announces the appointment of John Hyman as a Partner. - November 21, 2010 - Cheyne capital
Christopher Weil & Company Raises Over $10,000 to Support Organ Donation and Transplant Organizations
Firm hosts book signing fundraiser with author Susan Whitman Helfgot who just released her first book The Match: Complete Strangers, a Miracle Face Transplant, Two Lives Transformed. - November 18, 2010 - Christopher Weil & Company
Capitol Financial Solutions Team Member Earns Registered Paraplanner Certification
Sara K. Epps from Capitol Financial Solutions (CFS), located in Richmond, VA, earned her Registered Paraplanner certification by the College of Financial Planning. - November 16, 2010 - Capitol Financial Solutions
Enquirica Research - Would a Gold Standard Destroy the Canadian Dollar
An interesting valuation methodology for gold is to determine what gold price is necessary for each unit of central bank paper to be backed by gold reserves. Enquirica recently performed this calculation for the US and Canada using M1 as the monetary numerator. US: 8,133 tonnes, M1 – US$ 1.8... - November 16, 2010 - Enquirica Research