Recent Headlines
Within Asset Management
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
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
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
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
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
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
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
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