Recent Headlines
Within Asset Management
Westcore Capital Limited Portfolio Assessment Service Includes Metals and Agri-Products Commodities
Westcore Capital Limited, a top-rating international brokerage service provider, announced recently that it has included metals and agri-products commodities as additional to its Portfolio Assessment Service. The new addition to the commodities is considered as one of the major highlights of the firm’s continuing program to widen a comprehensive, autonomous evaluation services. - September 25, 2010 - Westcore Capital Limited
Lance Futures Releases New Risk Management Solution
To ensure relatively positive returns of every client’s portfolio, Lance Futures discloses today its new developed risk management solution, which is enhanced from the traditional services carried out by most of the Commodity trading Advisors or Money Managers. - September 25, 2010 - Lance Futures
Legacy Family Office Featured in International Business Magazine
Naples multi-family office Legacy Family Office was featured in ZILLION International, a business magazine for international enterprises. Founder and president Tamara Surratt was interviewed for the article and explains why multi-family offices are quickly becoming the wealth and family management... - September 23, 2010 - Legacy Family Office
Capricorn fxST Added to the HFRX Currency Index
The Capricorn fxST program is a new constituent of the HFRX Currency Index, a recognized hedge fund industry's standard in strategy and regional performance benchmarks. - September 23, 2010 - Capricorn Strategies
Lance Futures Opens Door for Agricultural Commodities Trading
Lance Futures is happy to announce its new offering for Commodity trading, the brokerage service for agricultural products. - September 22, 2010 - Lance Futures
The Connolly Law Firm is Celebrating 34 Years in Asset Protection Planning Excellence
The Connolly Law Firm is marking their 34th anniversary in providing superior asset protection and financial planning services to their ever expanding group of clientele. By protecting clients from unexpected legal difficulties, they have developed a reputation for an unwavering commitment to the... - September 22, 2010 - Connolly Law Firm
Westcore Capital Limited (WCL) Launches Hosted Resolution for Hedge Funds Trading
Westcore Capital Limited, has recently launched hosted resolution for hedge funds trading. The program aims to maximize the demand for brokerage trading services that are received within close immediacy as exchanges revealed that such are tremendously increasing. - September 21, 2010 - Westcore Capital Limited
Even as Consumer Credit Card Balances Drop, Repay Debt, Says Freedom Debt Relief Exec
As CARD Act takes effect, Freedom Debt Relief suggests consumers pay off debt, avoid overconfidence. - September 19, 2010 - Freedom Financial Network
Pulsar Capital Expands Its Proprietary Trading Activities to Asia, South America and Australia
Pulsar Capital, an International Proprietary Trading Firm, announced today that it will expand its activities to Asia, South America and Australia. The company, currently operating with European and North American traders, will start to accept applications from individuals from around the globe... - September 18, 2010 - Pulsar Capital
Lance Futures Announces Reorganization in Senior Management for Energy and Commodities
Lance Futures, a top provider of brokerage services, including electronic execution and trading supports for international financial markets, announced reorganization of its Senior Management Team for Energy and Commodities. - September 17, 2010 - Lance Futures
Stock & Option Solutions Puts Expertise on Display at 2010 NASPP Conference in Chicago
Speakers discuss equity compensation topics including stock plan communications, foiling fraud, performance-based awards and optimizing stock plan systems. - September 17, 2010 - Stock & Option Solutions
The Connolly Law Firm is Now Offering Free Access to an Asset Protection Consultant for a 20 Minute Consultation
The Connolly Law Firm is now offering a free 20-minute consultation so that clients can assess their current asset protection situation by speaking with an asset protection lawyer or consultant, who will use their exceptional legal experience to help provide fortified legal protection from... - September 16, 2010 - Connolly Law Firm
Fiduciary Duty: What Does It Really Mean?
EL CAP Announces Release of In-Depth Report. - September 14, 2010 - EL CAP, Inc.
Lance Futures Bags the Best Online Broker Award in Europe
Lance Futures was recently awarded as Best Online Broker in Europe due to its never-ending commitment to brokerage related innovations. The award was given by a group of independent brokers and investors in Europe, the Broker Community. - September 14, 2010 - Lance Futures
ICM Space Representative Takes to the Skies in Run Up to Google Lunar X Prize Team Summit
Sarah Fry, senior representative for Isle of Man-based ICM Space, has jetted off to the World Satellite Business Conference, which is taking place in Paris between 6th and 10th September 2010. - September 14, 2010 - ICM Group
Colvin & Co.'s Farmland Outlook for 2010 and Beyond Conference
Colvin & Co. LLC cordially invites the public to attend the Farmland Outlook for 2010 and Beyond conference on September 20, 2010 at The Allerton Hotel in Chicago, Illinois. The conference is an exclusive event, open to the public at No Cost. The conference will address the world’s... - September 13, 2010 - Colvin & Co. LLC
Hoffman Asset Management Launches Managed Futures Program to Overcome the "Small Account Conundrum"
Award winning Commodity Trading Advisor Dean Hoffman, through his firm Hoffman Asset Management, is launching a managed futures product for smaller investors. “This is an underserved market, as most individually managed trend following programs have minimums of $1,000,000 or more,” says Hoffman. - September 12, 2010 - Hoffman Asset Management
Westcore Capital Limited Declares Commodity Trading Operations in Asia Pacific Region
Due to constant demands, the Westcore Capital Limited announced today its plans to put up the first ever commodity management office in Asia Pacific Region. The plan is part of the Westcore Capital Limited’s expansion, logistics, marketing and distribution and risk management services program within Asia pacific region, including Australia. - September 12, 2010 - Westcore Capital Limited
Westcore Capital Limited's Alternative Investment Strategy Fund Captivates Billion of Assets
Despite the ups and downs of the financial market industry, Westcore Capital Limited Alternative Investment Fund, focused on managed futures has attracted one billion in assets. - September 12, 2010 - Westcore Capital Limited
Westcore Capital Limited Names New Chairman of Risk Management Department
Mr. Alberto Larson, a trading expert, financial strategist and a veteran in the brokerage industry, is Westcore Capital Limited's new Risk Management Department Chairman. In his capacity, Mr. Larson has been an associated person registered with the Commodity Futures Trading Commission and a member of the National Futures Association. Mr. Larson is responsible on overseeing client’s strategy, hedge funds, managed futures funds, client-relations and sales. - September 12, 2010 - Westcore Capital Limited
Seattle's Synergetic Finance Adds Business Consulting & Valuation and M&A Services
To better serve its business partners and clients, The Synergetic Finance Companies have added business consulting and valuation and merger and acquisition services to the firm’s offerings. Along with this addition, company president Joe Maas has rebranded Synergetic Finance, formerly known... - September 12, 2010 - Synergetic Finance
Lance Futures Launches Manage Futures Fund with Transparency and Liquidity
Lance Futures has recently launched a new managed futures fund equipped with daily transparency with mark to market evaluation, weekly redemptions and subscriptions. - September 11, 2010 - Lance Futures
"One Stop" Solution for Isle of Man Companies Following Launch of Capital Markets Alliance Between ICM Group, Ernst & Young and Dougherty Quinn
A "one stop" offshore solution for Isle of Man companies seeking a listing on the London Stock Exchange’s Alternative Investment market has been launched by Inter-Continental Management Ltd, part of the Douglas-based ICM Group of companies, through an alliance with "Big Four" accountancy firm Ernst & Young and leading Isle of Man law practice Dougherty Quinn. - September 10, 2010 - ICM Group
Lance Futures Launches Hedge and Managed Futures Funds
Two different accounts that utilize the expertise of Commodity Trading Advisors (CTAs), the managed futures funds and hedge funds can now be opened at Lance Futures, a leading commodity brokerage firm in Frankfurt, Germany. - September 10, 2010 - Lance Futures
Westcore Capital Limited Offers More Global Diversification Opportunities
From simple and basic trading services, now comes another milestone for Westcore Capital Limited as it unveils global diversification opportunities through its new yet proven effective multi-manager commodity strategies fund. - September 09, 2010 - Westcore Capital Limited
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 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