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Within Asset Management
John R. Kaddis, CFP® Participates on Panel for Southeast Entrepreneurship Conference
John R. Kaddis, CFP® was tapped by the Southeast Entrepreneurship Conference to share his experience with helping business owners effectively transition their businesses. - May 07, 2010 - Kaddis Group
Bertrand Retirement Strategies, LLC Offers Targeted Retirement Planning Solutions for Your Nest Egg
H. Bradley Bertrand helps individuals make the right financial decisions and build income streams that cannot be outlived; securing financial peace of mind during retirement. - May 07, 2010 - Bertrand Wealth Strategies
First Investors Corporation Celebrates Eighty Years
The year 2010 marks the eightieth anniversary of First Investors Corporation. In 1930, amidst the Great Depression, Financial Independence Founders—the predecessor firm of First Investors Corporation—was established. The Company wished to cater to the everyday, individual investor,... - May 06, 2010 - First Investors Media
AmeriGen Implements Tax Planning Solutions to Cut Tax Liability of Business Owners and Self-Employed Individuals by 2/3
Mr. Genitrini can help business owners and self-employed individuals purchase financial assets for their retirement with money normally used to pay taxes. Mr. Genitrini’s clients can save at least $6,500 per year by implementing a very basic tax structure and $3,500 more by choosing a better legal structure. Mr. Genitrini’s knowledge of tax planning techniques and layered corporate structuring often allows his clients to save up to 2/3 of their annual tax liability. - May 04, 2010 - AmeriGen
Wealth Management Firm Launches Newly Designed Web-Site to Provide Better Client Service
The newly re-designed web-site of VisionQuest Wealth Management, a Raleigh-based financial services firm, goes live this week. VisionQuest serves as a personal CFO for individuals, families, and business owners. VisionQuest aims to extend the reach of their client services by enhancing their... - May 04, 2010 - VisionQuest Wealth Management
Pluris Valuation Advisors Opens Silicon Valley Office
New emphasis on financial reporting; valuations for estate, gift taxes. - May 01, 2010 - Pluris Valuation Advisors LLC
InTrust Managing Director Named an 'Expert Author' by GoArticles.com
InTrust Advisors (InTrust or “IA”) would like to congratulate its managing director, Jeff Diercks, for being named an “Expert Author” by www.goarticles.com. This coveted distinction is only granted to a select group of authors who meet a minimum standard for the number of... - May 01, 2010 - InTrust Advisors
Connolly Law Firm Helps Businesses Prepare for New Liability Exposure Under the Ledbetter Bill
The Connolly Law Firm and its associates is one of the Nation’s leaders in providing comprehensive asset protection structures for business owners. For many years the Connolly Law Firm has continued to inform individuals as to the destructive effects of litigation on uninformed and, thus,... - May 01, 2010 - Connolly Law Firm
In Time Management Launches Project Management Software Community for Resource Sharing
The new interactive network portal http://pm-software.org is a unique meeting point for project managers looking to evaluate and select project management software tools for their business needs. - May 01, 2010 - In Time Management
First Investors Funds Receive Three Lipper Fund Awards
At the Lipper Awards Ceremony on March 24, 2010, two First Investors funds received honors in three categories. Awards were based upon Consistent Return.1 In the category of Single-State Insured Municipal Debt Funds over Three Years, the First Investors North Carolina Tax Exempt Fund (FMTNX) took... - April 28, 2010 - First Investors Media
ROC Advisory Group Opens Office in SouthPark; Offers Free Financial Planning Workshops
A full-service financial planning firm specializing in helping individuals and businesses build and protect their financial security, has opened an office in the Rotunda Building in SouthPark. - April 28, 2010 - ROC Advisory Group
FreedomGrowth.com Receives a 2009 Constant Contact All-Star Award
Constant Contact recognizes Freedom Growth for commitment to best practices in email marketing. - April 28, 2010 - Freedom Growth
AHEB Investment Group Expands with Business in Hungary and Romania
AHEB Investment Group announces its participation in a large European construction and development project, with an estimated value of 3 billion euros, for which AHEB Investments will advise on financing solutions. - April 22, 2010 - AHEB Investment Group
Loss is Inevitable; Know What You Own and Prove It
Loss and claims that happen as the result of hurricanes, tornadoes, fires, floods, theft, divorce and even death, are going to happen. Experts including our insurance agents, attorneys, financial advisors and even our own mothers, all agree that we have to be prepared for the inevitable. Asset... - April 19, 2010 - Asset Registry LLC
Sarah M. Lewis, Principal of Aequitas Wealth Management, Honored by the Los Angeles Lakers and Comerica
Sarah Lewis, principal of Aequitas Wealth Management, received the Best of LA Women's Business Awards sponsored by the Los Angeles Lakers and Comerica. - April 16, 2010 - Aequitas Wealth Management
Resolution Financial Software Names Robert Bruce as Managing Director
Robert Bruce brings 13 years of experience to the provider of derivative pricing solutions. - April 16, 2010 - Resolution Financial Software
Alternative Latin Investor Reports: Latin American Hedge Funds
Review and Outlook on Latin American Hedge Funds - 2010. - April 15, 2010 - Alternative Latin Investor
Work at Home Jobs.org Serves Up 100,000th Work from Home Job to Become the World’s Largest Work at Home Job Search Engine
Work At Home Jobs.org became the largest work from home job search engine today when they officially served up their 100,000th work at home job. With over 1,000 new freelance jobs added every day from around the web, Work At Home Jobs.org aims to lower unemployment by connecting those in need of work with those in need of talent. - April 12, 2010 - Work At Home Jobs
e5 Solutions Names Treasury & Financial Services Industry Veteran Blaise Scioli Manager of Software Products
e5 Solutions Group, an SAP-certified Services Partner and the recognized leader in solution design and implementation for SAP® ERP Financials and Treasury Applications for SAP®, today announced the addition of industry veteran Blaise Scioli to its management team. Scioli will be responsible... - April 10, 2010 - e5 Solutions Group
FXSTAT is the First UK Company to Launch Its Free Online Automated Analytical Platform to Help Retail and Institutional Forex Traders to Analyze Their Trading Activities
FXSTAT is an analytical tool and Forex community platform, to help traders analyze, share, collaborate and communicate together to either improve their trading skills or help others to do so. Traders will be able to analyze, publish, share the trading activities with their own created privacy and... - April 09, 2010 - FX STAT Ltd
Sustainable Initiatives Help the Environment …and Bottom Line
Sustainability practices in buildings or buildings being developed are no longer chic alternatives; they are quickly becoming part of the fundamentals of real estate. MB Real Estate, a Chicago-based full-service commercial real estate company, is helping to lead the way in sustainability that benefits not only the environment, but also the pocketbooks of building owners and tenants. - April 08, 2010 - MB Real Estate
The Kopley Group Hires New Vice President
The Kopley Group, a Chicago based, nation - wide company hires a Vice President for the Real Estate Brokerage Division of the company, Kopley Partners. - April 05, 2010 - The Kopley Group, Inc.
UrbanStar Real Estate - New Brokerage Launch Revamps the Real Estate Industry in Western Canada
UrbanStar Real Estate, a full service commercial and residential real estate brokerage firm, enters the Western Canadian market with a solid approach: market leaders providing cutting-edge training to their agents and first class customer service to their clients. - April 05, 2010 - none
Bluestone America Enhances Its Legacy Charitable Gifting Program
Bluestone America introduces its Legacy Gifting Program which will provide its products and services which specify in financial strategies, philanthropic programs, and charitable gifting programs utilizing both traditional and alternative funded life insurance products. Bluestone America’s most commonly used programs are The Heritage Plus Program and The Legacy Builder Program. These programs offer clients a favorable new way to donate sizable gifts using life insurance. - April 03, 2010 - Bluestone America Inc.
Malta as the Ideal Retirement Destination Promoted by John Huber and Associates
John A. Huber has worked in the field of tax, retirement and residency in Malta for more than 20 years. Prior to setting up his own practice, John Huber held the role of Associate Director at KPMG Malta. More information about Malta as a retirement destination can be found on the website www.johnhubermalta.com, www.personaltaxmalta.com. - April 02, 2010 - John Huber and associates Tax Consultants
FXAssetManagement.com Partners with CitiBank's CitiFx, and Sees EUR Volatility
FXAssetManagement to also provide Managed Forex Accounts through Citi FX, sees EUR/USD volatility. - April 02, 2010 - FxAssetManagement
AHEB Investment Group Assists MLS Invest Ltd with 200m Euros Bank Collateral Deal
AHEB Investment Group was a key factor in the successful outcome of MLS Invest’s application to secure 200 million euros of finance for their European project. AHEB played a fundamental role in securing all bank collateral needed to ensure approval of the necessary bank finance. - March 31, 2010 - AHEB Investment Group
HOC Appoints Former Liberty Power Executive to Lead North America Sales
HOC, Inc., an energy and financial risk management software and technology service provider in the United States and Europe, today announced the appointment of Bruce Worthington, formerly of Liberty Power, to Director, North America Sales. - March 31, 2010 - House of Code, Inc.
Quod Financial’s Adaptive OLT Powers KMEFIC’s Next Generation Online Trading Platform
Quod Financial, a global provider of multi-asset adaptive trading technology, has been selected by Kuwait and Middle East Financial Investment Company (KMEFIC), one of the region’s leading asset managers, to provide a new online trading platform for retail and high-net worth individual... - March 31, 2010 - Quod Financial
Bluestone Wealth Management Appointed as Transamerica General Agency
Bluestone Wealth management has been selected by Transamerica as its general agency offering its financial services and products. The agreement will allow Bluestone to underwrite Transamerica’s insurance product line and was selected by Transamerica, in part, because of its existing charitable gifting programs and proprietary trust structures that are well aligned with Transamerica products. - March 27, 2010 - Bluestone America Inc.
Registered Investment Advisors 'InTrust Advisors' Introduces a New Mini Course Designed to Help Investors Learn the Secret to Life Changing Investment Results
InTrust Advisors (InTrust or “IA”) introduces a new free email mini-course entitled “Seven Days to Life Changing Investment Results.” Here is a summary of what the course covers: Why it’s important to recognized investment cycles and adjust your strategy for such... - March 24, 2010 - InTrust Advisors
MI Homes – Local Residents Learn Real Estate Investing by The Wayne Turner Group
Local real estate coach and mentor holds one day workshop to help residents supplement their income. - March 23, 2010 - The Wayne Turner Financial Group
As 53,000 Repossessions Predicted for 2010 Debt Release Direct Offers Help
The Council for Mortgage Lenders have predicted the number of repossessions in 2010 to be 53,000, up by 15 per cent on 2009. Debt Release Direct is offering people the help to get back in control of their finances. - March 21, 2010 - Debt Release Direct
Financial Firm Launched by Industry Experts to Help Facilitate Gold Investment
GoldXchange, a recently launched family of companies including a financial consulting firm and separate precious metals dealer specializing in gold bullion recently launched by industry experts, provides investors an opportunity to both protect one’s portfolio through investment hedging and greatly prosper through enhancing their gold position while the U.S. dollar trends lower due to the effects of excessive government spending. - March 21, 2010 - GoldXchange
Carillion Asset Management Invited to Present at Lithium Supply and Markets Conference in Las Vegas Jan. 26-28, 2010
Carillion Asset Management ( Carillion AM - http://www.carillion-am.com ) ), is pleased to announce that the annual Lithium Supply and Markets 2010 Conference has invited the Company to be a part of the conference. - March 21, 2010 - Carillion Asset Management
Legacy Family Office Forms Alliance with CTC Consulting
Legacy Family Office, LLC, a Naples-based multi-family office has formed a strategic alliance with CTC Consulting, an investment consulting firm based in Portland, Ore. that advises on approximately $28 billion in assets for clients around the world. Through this alliance, Legacy Family Office... - March 21, 2010 - Legacy Family Office
Wright Joins RPC Property Tax Advisors
RPC Property Tax Advisors announced the appointment of Thomas K. Wright as its President and CEO. - March 20, 2010 - RPC Property Tax Advisors, LLC
Debt Release Direct Offers Pet Owners Debt Management Advice
Pet owners are turning to debt management companies for debt management solutions after facing high vet bills and pet insurance. - March 20, 2010 - Debt Release Direct
Charles Nam Announces Bluestone Wealth Management to be Incorporated as Part of Bluestone Preferred Wealth Center
Charles Nam, CEO of Bluestone America, announces the expansion of the Bluestone Preferred Wealth center to include Wealth Management & Insurance Services. Bluestone Wealth management was created in 2005 and offers financial services utilizing insurance products, asset allocation, alternative investments, and estate planning. - March 19, 2010 - Bluestone America Inc.
Hanz Potente, Research Analyst of Carillion Asset Management, Presents a Report on What Has Been Discussed on the Latest Las Vegas Lithium Conference, Jan/2010
Electric Cars are here, they will be on our roads soon. They will be powered by Lithium and automakers are unveiling model after model of EVs in recent months. Investment decisions in Electric Cars Value Chain will be driven by politics and Supply and Demand in a tightly controlled Lithium market space. Will Lithium market be under control of our "friends" from Bolivia, like oil is now under control of OPEC? Will it be controlled by 3-5 companies with lithium revenue as low as 8%? Read on... - March 18, 2010 - Carillion Asset Management
Greystar Participates in World Wildlife Fund's Earth Hour 2010
On Saturday, March 27, 2010, at 8:30 p.m. local time, Greystar will be taking part in what promises to be an amazing and inspiring event in the campaign against climate change: Earth Hour. Sponsored by World Wildlife Fund (WWF), Earth Hour asks individuals, businesses, government leaders and others... - March 17, 2010 - Greystar
Freedom Debt Relief Receives Industry Certification
Goldine Research firm evaluation marks company as leader in debt settlement industry. - March 17, 2010 - Freedom Financial Network
Law Firm Supports National Health Care Decisions Day - April 16, 2010
Sabrina Winters, Attorney at Law, PLLC along with other national, state and community organizations, is leading a massive effort to highlight the importance of advance healthcare decision-making — an effort that has culminated in the formal designation of April 16th as National Healthcare... - March 16, 2010 - Sabrina Winters, Attorney at Law, PLLC
netwealth Investments Launches smart a New Modelling and Rebalancing Tool
Sophisticated Modelling and Rebalancing Technology gives financial planners the ability to automatically balance client accounts (individually or in bulk) allowing for investor-specific tax and investment rules, constraints and asset exclusions. - March 12, 2010 - netwealth Investments
AHEB Investment Group Provides Project Funding Assistance for Waste2Energy
During their project funding application, Waste2Energy enlisted the professional assistance of AHEB Investment Group in order to successfully secure their financing. - March 11, 2010 - AHEB Investment Group
Credit and Debt Management of America Announces Successful Completion of the IAPDA Certification Test
Firm plans to participate in continuing field training provided by the organization. - March 11, 2010 - Credit and Debt Management of America
Carillion Asset Management Talks Zinc at the Singapore Derivatives Market Forum
Addressing this year’s Singapore Derivatives Market Forum on behalf of Carillion Asset Management, Hanz Potente will be providing the firm’s outlook on Zinc. - March 11, 2010 - Carillion Asset Management
Bluestone America’s CEO, Charles Nam, Announces the Opening of Bluestone Holdings as Its Commercial Real Estate Brokerage Unit
Charles Nam anounces the opening of the Bluestone Holdings New Commercial Brokerage division to be part of the Bluestone Preferred Wealth Center. - March 09, 2010 - Bluestone America Inc.
Credit and Debt Management of America Endorses Groundbreaking Study Analyzing Debt Settlement Industry
Study provides a clear and detailed debt settlement consumer welfare analysis. - March 08, 2010 - Credit and Debt Management of America
New Website Launched by John Huber and Associates
John Huber & Associates launches website www.johnhubermalta.com. - March 07, 2010 - John Huber and associates Tax Consultants