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Within Asset Management
Smaller Hedge Funds to Thrive Under Dodd-Frank Bill
The Dodd‐Frank Bill signed into law on July 21 promises to improve accountability, transparency and end the "too big to fail" notion. At the same time it allows for smaller hedge funds (under $150 million) to thrive. HEDGEAnswers Launch Session's faculty provides insights to assist budding hedge fund managers on September 15. - September 07, 2010 - HEDGEAnswers
Westcore Capital Limited Opens International Online Trading Service for Australian Traders
Westcore Capital Limited has finally launched its integrated online trading services for Australian investors. The release of the new service for Australian traders was due to the continuous request from previous and current account holders from Australia. - September 05, 2010 - Westcore Capital Limited
Westcore Capital Limited is Set to Launch Managed Futures Products
Westcore Capital Limited, one of the finest brokerage service firms in the industry, is set to launch managed futures products and services that will cater to global cash and derivative markets through the Alternative Investment Strategy Division. - September 03, 2010 - Westcore Capital Limited
Kristi Sabo Launches Rainier Commercial Capital, a Financial Services Firm Specializing in Self Directed IRAs
New Company Increases Ability For Individual Investors To Take Control of Their Retirement Accounts, Eliminate Investment Fees and Reduce Tax Burdens. The Rainier Commercial Capital Group introduced a new service this week which provides individual investors direct control over their own... - September 02, 2010 - Rainier Commercial Capital
Surratt Attends Prestigious American Red Cross Summit
Tamara Surratt, founder and president of Legacy Family Office, attended the American Red Cross’ Tiffany Circle Summit in Washington, D.C. in May. Tiffany Circle members are women who support their local American Red Cross chapters with a minimum donation of $10,000 or more each year. The... - September 02, 2010 - Legacy Family Office
Bertrand Retirement Strategies in Oklahoma City Makes Top 3 in 2010 Readers’ Choice Awards
Bertrand Retirement Strategies makes top 3 in the Oklahoman’s Readers’ Choice Awards, competing against mid to large sized heavyweights in the Financial Advisors category. - August 28, 2010 - Bertrand Wealth Strategies
Westcore Capital Limited Introduces New and Innovative Trading Platform
Westcore Capital Limited is very confident to introduce its new direct-access trading platform exclusively offered for free for the firm’s clients and investors. - August 28, 2010 - Westcore Capital Limited
Westcore Capital Limited Keeps on Expanding Client Base Service; Hires Experienced Investment Analysts
Two Senior Investment Analysts and three senior staff members are added to Westcore Capital Limited as part of its mission of enhancing and expanding its client-based service. - August 28, 2010 - Westcore Capital Limited
First Rate Unveils First Rate Performance 6.2
First Rate®, a leading provider of performance measurement solutions for the financial services industry, today announced the availability of First Rate PerformanceTM 6.2. This latest version of First Rate Performance empowers wealth management professionals with advanced automated functions that streamline operations, offers additional reporting options, furthers analytic capabilities and improves large scale processing efficiencies. - August 20, 2010 - First Rate, Inc.
Alternative Latin Investor Hosts Webinar: Commercial Real Estate Investing and Lending in Latin America
For investors who want to explore foreign real estate, some of the best opportunities are just south of the border in vibrant Latin America. The market appears especially ripe for picking as Latin American governments implement programs to attract foreign investment and improve their economic... - August 20, 2010 - Alternative Latin Investor
Safeharbor Asset Management Included in the 2010 Financial Advisor Top RIA Ranking
Safeharbor Asset Management has been included in the 2010 Financial Advisor Top RIA Ranking. This is a coveted honor and a true testament of the firm's accomplishment and success this past year. The basis for the ranking is asset based and is not based on performance. - August 15, 2010 - Safeharbor Asset Management
Robert Williams, CIC, CWS®, President of Williams Wealth Management, an Independent, Wealth Management Firm Based in Apex, NC, Celebrates Fifteen Years as a CIC
Robert Williams, CIC, CWS®, President of Williams Wealth Management, an independent, Wealth Management Firm based in Apex, NC, celebrates fifteen years as a CIC. Williams Wealth Management predominantly serves families in the Triangle area of North Carolina, including Apex, Raleigh, Holly Springs, Fuquay Varina, Cary, Morrisville, Chapel Hill, and Durham. - August 14, 2010 - Williams Wealth Management
Westcore Capital Limited Speaks on Trading Platinum at Germany Derivatives Market Forum
Westcore Capital Limited, a brokerage service provider based in Luxembourg Germany publicly shares the idea of including the high-priced metal Platinum on its list of traded commodities. The said idea was brought out during Derivatives Market Forum held on July 31, 2010. Mr. Kenneth Backer,... - August 11, 2010 - Westcore Capital Limited
Understand Money for Free... with Articles Supplied by Technocash
Technocash Limited has a new section on their website which if full of useful, financially focused articles for people to read for free. - August 06, 2010 - Technocash Limited
Openrialto to Launch India’s First B2B Marketplace for Rental of Business Assets
Openrialto Solutions, an Indian startup focusing on “getting the most out of existing business assets,” is about to launch the next generation B2B asset rental marketplace – Openrialto shareplace. Registered subscribers can now offer and ask for asset rentals, precisely defined with attributes and terms – either as movable equipment or in-premise capacity. In a zero-clutter environment, they can have multi-party negotiations and close on rental contract. - August 05, 2010 - Openrialto Solutions Private Limited
ICM Group's Mark Byrne Key Speaker at Aviation Seminars
Mark Byrne, director of Douglas-based ICM Aviation, is to be the key speaker at two major European aviation management seminars in September. - August 04, 2010 - ICM Group
H. Bradley Bertrand Gets off the SOFA to Build Financial Awareness
H. Bradley Bertrand of Bertrand Retirement Strategies recently joined the Society of Financial Awareness (SOFA), a non-profit organization comprised of financial professional volunteers, offering financial and health education to companies, small businesses, organizations and community groups. - August 01, 2010 - Bertrand Wealth Strategies
Taxyogi Rated Excellent for Online Tax Returns
Investment Yogi helps in managing finances, investments and taxes through services like financial planning, Investment, insurance, Tax planning, Retirement, budgeting and Financial software. - July 31, 2010 - InvestmentYogi
GayFriendlyLongTermCare.com Launches to Meet Growing Demand for Long-Term Care Insurance in the Gay and Lesbian Community
New Website Helps Gay and Lesbian Community Faces Unique Challenges as Its Population Ages. - July 30, 2010 - Pride LTC Insurance Services
EL CAP Inc. - Redefining the Investment Process
Announces the Opening of Their Charlotte, Vermont Office - July 22, 2010 - EL CAP, Inc.
CWP Advisors to Expand Brokerage to Enhance Suite of Services
CWP Advisors, a real estate advisory firm, has added real estate brokerage to its suite of services. The company has been providing receivership and asset management services to lenders, special servicers and investors and managing the sale of properties on occasion. - July 15, 2010 - CWP | Advisors
The Halpern Group Announces Organizational Changes
The Halpern Group, a Recovery Management and Structured Settlement company headquartered in Springfield, NJ, today announced several organizational changes. Natalie Sticesen has been named Managing Director and Chief Financial Officer. She will also be responsible for its national sales efforts. - July 06, 2010 - The Halpern Group
Kim Ciccarelli Kantor Named One of Barron’s Top 100 Women Financial Advisors
The prestigious Barron’s Business and Financial Weekly has named Naples’ Kim Ciccarelli Kantor, CFP® CAP™ President of Ciccarelli Advisory Services, Inc. to its “Top 100 Women Financial Advisors” for 2010. Ms. Kantor was ranked 28th. The ranking reflects the volume... - July 04, 2010 - Ciccarelli Advisory Services, Inc.
First Investors Life Introduces First Choice Variable Deferred Annuity
While accumulating retirement savings, a First Choice annuity contract owner benefits from tax deferred growth; the contract owner pays no income tax on the earnings in the annuity contract until they are withdrawn. - July 01, 2010 - First Investors Media
Pluris Names Bash VP of Silicon Valley Office
Pluris Valuation Advisors LLC has appointed Ori Bash, ASA to the position of Vice President of the firm’s new office in Palo Alto, Calif. - June 30, 2010 - Pluris Valuation Advisors LLC
Pluris Names Gaynor Vice President in New York Office
Pluris Valuation Advisors LLC has appointed David A. Gaynor II, ASA, CBA to the position of Vice President. - June 30, 2010 - Pluris Valuation Advisors LLC
Tokyo Apache Appoint Chris Hetherington as President
The Tokyo Apache appoint Chris Hetherington as President of the Tokyo Apache organization. - June 23, 2010 - Evolution Capital Management
Greystar Managing Eleven Stark Properties in Colorado
Greystar is proud to announce management of six apartment homes and five retail spaces in Colorado for Stark Management Company. - June 18, 2010 - Greystar
Freedom Growth Announces Self Directed IRA Investor Series Workshop in Santa Monica, CA
On July 10, 2010, Freedom Growth (www.FreedomGrowth.com) will be hosting a self-directed IRA investor series workshop with David Coe, founder, in Santa Monica, CA. - June 17, 2010 - Freedom Growth
New Service Helps Future Retirees to "Navigate the Social Security Maze"
Kiner & Associates CPAs of Cincinnati, Ohio is looking to help soon-to-be-retired individuals who are overwhelmed by the paperwork and rules associated with filing for Social Security retirement benefits. Their new 'Social Security Benefits Analysis' is designed to guide clients towards making the best financial decisions when filing for benefits and to answer the many questions relating to all Social Security benefits. - June 16, 2010 - Kiner & Associates CPAs, Inc.
Wealth Management Firm Builds Innovative Tactics to Education Clients
VisionQuest Wealth Management, a Raleigh based wealth management firm serving as a personal CFO to individuals, families, and businesses is and has developed some very innovative tactics to educate their clients. In their annual strategic planning meeting in late 2009, the VisionQuest team with... - June 09, 2010 - VisionQuest Wealth Management
Quod Financial Partners with Catena Technologies in Asia Pacific to Provide Smart Order Routing Solutions
Quod Financial, a global provider of adaptive trading execution technology, today announced it has teamed up with Catena Technologies to help the trading community take advantage of increasing liquidity fragmentation in the Asia Pacific region. The growth of trading in the Asia Pacific markets... - June 07, 2010 - Quod Financial
Alternative Latin Investor: Webinar - June 15th, 2010
Alternative Asset Investing in Latin America - June 06, 2010 - Alternative Latin Investor
Investing in Panama: an Exclusive Report from Alternative Latin Investor
On Monday, June 6, 2010 Alternative Latin Investor releases an in-depth report on the Panamanian investment environment. Topics covered in the report include Real Estate, Commodities, Banking and General Business practices as well as an exclusive interview with Former Panamanian president Nicolas... - June 06, 2010 - Alternative Latin Investor
Evolution Acquires Tokyo Apache
Evolution Capital Management, a Los Angeles-based investment management advisor, today announced that its subsidiary is acquiring the operating company of the Tokyo Apache basketball team in Japan’s professional basketball league, the “bj-league.” “This opportunity to work... - June 04, 2010 - Evolution Capital Management
Arin Risk Advisors, LLC Appoints Mr. Chad Levine as a New Portfolio Manager
Arin Risk Advisors, LLC (“ARA”), a fee-only, options strategies advisory firm providing customized asset, risk and volatility management services is pleased to announce Chad Levine has joined the firm as a Portfolio Manager focusing on Opportunistic Trading. “Chad brings a unique... - June 03, 2010 - Arin Risk Advisors, LLC
netwealth Investments Enhances SMSF Integration
netwealth today announced the addition of a daily data feed from the netwealth Investment Wrap to BGL, a leading provider of SMSF accounting software. - June 01, 2010 - netwealth Investments
Local Financial Advisers Participate in Dave Ramsey’s Total Money Makeover Live
Banyan Rock & Talent wealth strategists participate in the Dave Ramsey Total Money Makeover Live event. The event offered valuable insight into personal investing, creating a game plan to get out of debt and how to invest with confidence. - May 28, 2010 - Banyan Rock & Talent
Alternative Latin Investor Provides the Latest LatAm Real Estate Investment News
Economic Revival in Chile. - May 26, 2010 - Alternative Latin Investor
Alternative Latin Investor Releases New Report: Private Equity Investment
Private Equity Investment in Brazil: Part 2 - May 26, 2010 - Alternative Latin Investor
Alternative Latin Investor Releases Cuban Mining Feature
Latest Latin American Commodities Investment News - Cuban Mining - May 26, 2010 - Alternative Latin Investor
Local Financial Adviser Offers Tips to Handle a Job Layoff
W. Landon Watts (www.LandonWatts.com), financial adviser for Raleigh-based wealth strategists Banyan Rock & Talent, offers five financial tips to utilize when handling a job layoff. - May 26, 2010 - Banyan Rock & Talent
MDS and IMDI Enter Into Strategic Partnership
Mortgage Delivery Specialists (MDS) and Indecomm-Mortgage Dynamics (MDI), leaders in mortgage loan delivery and consulting services, partner to provide mortgage loan servicing data and ops reviews. - May 22, 2010 - Mortgage Delivery Specialists LLC
Ranger Financial Services Has Recently Set Up a New Division Specifically to Help Gulf Coast Businesses
Gulf Coast businesses are facing catastrophic losses due to the BP oil spill. Business owners must act quickly to avoid business failure, but they don't have a lot of options to fight against the deep pockets of BP. Ranger Financial Services has recently set up a new division specifically to help Gulf Coast businesses get compensated for the current and long term financial losses associated with the oil spill. - May 20, 2010 - Ranger Financial Services
e5 Solutions’ Cash Management Toolset Achieves SAP Certification as “Powered by SAP NetWeaver®
Through certified solution, e5 Solutions adds even more value for its clients as a key provider for implementations of treasury and financial shared services. The e5 Cash Management Toolset 1.0 has achieved “Powered by SAP NetWeaver”status as an ABAP™ add-on for the SAP ERP 6.0... - May 18, 2010 - e5 Solutions Group
The Connolly Law Firm Announces New Offshore Asset Reporting Laws Could Prove Costly to Investors
The Connolly Law Firm and its associates is one of the Nation’s leaders in providing offshore asset protection structures. For many years the Connolly Law Firm has warned individuals, who establish offshore asset protection structures and accounts, that proper reporting is a key to their... - May 14, 2010 - Connolly Law Firm
First Investors Corporation is Looking for Financial Services Representatives
First Investors Corporation is looking for smart, highly motivated individuals to join its team. All college graduates are encouraged to apply. In the wake of a deep recession, this might not seem like the ideal time to embark on a career in financial services. However, tough times create... - May 12, 2010 - First Investors Media
UrbanStar Capital Releases a $14,000,000 Land Investment Offering in Alberta, Canada - UrbanStar Glendale Manor Inc.
UrbanStar Capital announces UrbanStar Glendale Manor Inc. a 250-acre, $14,000,000.00 land investment opportunity between Calgary and Cochrane, Alberta, Canada. The offering is RRSP and TFSA eligible and is available for investment on May 15, 2010. - May 10, 2010 - none
Fort Worth Retirement Planning Firm RWMG Offers Their Newsletters Online
Robinson Wealth Management Group, an Independent Registered Investment Advisory Firm Now offers their Newsletter, "A Note From Jim" Online. - May 08, 2010 - RWMG
FreedomGrowth.com Launches New Investor-Focused Website
In an effort to support and educate investors on the power of self-directed IRAs, FreedomGrowth.com has launched a new investor-focused website. - May 07, 2010 - Freedom Growth