Recent Headlines
Within 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
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
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.
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
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
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
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 Fischer Black Prize
The American Finance Association announces the award of the 2011 Fischer Black Prize. - January 13, 2011 - American Finance Association
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
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
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