Recent Headlines
Within Asset Management
Dan Pena QLA Digital Products - Holiday Sale Extended
Dan Pena’s Quantum Leap Advantage digital products are on extended sale until January 31, 2010. - January 13, 2010 - Dan Pena Quantum Leap Advantage
Jackson Hewitt Provides Vital Tax Benefit Information for Unemployed Taxpayers in the Silver Spring Area
New Tax Benefit Exempts the First $2,400 of Unemployment Compensation from Taxable Income. - January 11, 2010 - Jackson Hewitt Tax Service - Four Corners
Greystar Partners with the Mesa Police Department on Crime Free Multi-Housing Program
Greystar, one of the top Multifamily Property Managers in the nation, has joined forces with the Mesa Police Department on crime prevention efforts. By participating in the Crime Free Multi-Housing program Greystar has been working closely with the Mesa Police Department to reduce crime through... - January 10, 2010 - Greystar
A Global-Macro Perspective 2010 - South Florida Hedge Fund Managers
Join South Florida Hedge Fund Managers for an informative discussion. Bring your best ideas and a willingness to participate in a round table discussion. - January 09, 2010 - Alexander Alternative Capital
Donald Ramirez Earns Prestigious Exit Planning Designation
The Exit Planning Institute awarded Donald Ramirez, Managing Principal of Peak Wealth Advisors, recently with the Certified Exit Planning Advisor (CEPA) certification after completing the Institute’s intensive CEPA program. Ramirez joins an exclusive group of fewer than 150 business advisors... - January 05, 2010 - Peak Wealth Advisors
Williams Asset Management's President and Founder, Gary Williams, Earns Accredited Investment Fiduciary (AIF®) Designation
Gary Williams, CFP®, CRPC® has been awarded the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies. The AIF designation signifies training in fiduciary responsibility and follows a two-day course and examination. Gary Williams, practicing in Columbia,... - January 02, 2010 - Williams Asset Management
First Investors Corporation Encourages Investors to Make a Financial Resolution
This New Year, First Investors Corporation is encouraging its clients to make a financial resolution. Most people begin this season with the best intentions. However, one resolution that’s definitely worth making—and keeping—is getting an annual financial “checkup.”... - December 30, 2009 - First Investors Media
KKR and EDF Partnership Helps Companies Save Over $16 Million While Reducing Emissions and Waste
US Foodservice, PRIMEDIA and Sealy demonstrate business and environmental benefits. - December 30, 2009 - Kohlberg Kravis Roberts & Co. L.P. (KKR)
Leading Index Down Sharply
The daily Consumer Leading Index published by the Consumer Metrics Institute turned down sharply during December, reaching levels on December 11th that were down over 10% from daily readings recorded in early November. - December 29, 2009 - Consumer Metrics Institute, Inc.
Williams Asset Management Creates: Champions for Hope - A Donor Advised Fund for Athletes
Charitable planning for professional athletes. - December 26, 2009 - Williams Asset Management
PJL Realty Advisors Receives Small Business Award
Pjl Realty Advisors Receives 2009 Best of Business Award Small Business Commerce Association’s Award Honors the Achievement Pjl Realty Advisors has been selected for the 2009 Best of Business Award in the Real Estate category by the Small Business Commerce Association (SBCA) The Small... - December 26, 2009 - PJL Realty Advisors, Inc.
First Investors Corporation Alerts Clients to New Roth IRA Changes
Beginning in 2010, individuals can convert their Traditional IRAs into Roth IRAs regardless of income level. Previously, you could only convert a Traditional to a Roth if your modified adjusted gross income was $100,000 or less, whether you were married or single. - December 25, 2009 - First Investors Media
Risa Lower Promoted to President of The Halpern Group
The Halpern Group has appointed Risa Lower to the post of President following her long tenure as the company’s Executive Vice President. - December 24, 2009 - The Halpern Group
Stock & Option Solutions Launches a New Kind of Stock Plan Management Outsourcing Solution
Promises most comprehensive outsourced service offering in equity compensation industry. - December 24, 2009 - Stock & Option Solutions
VisionQuest Wealth Management Spreads Some Holiday Cheer
On Friday afternoon the staff of VisionQuest, appropriately donned in Holiday attire, delivered many gifts to the Wake Med Pediatrics Unit. - December 23, 2009 - VisionQuest Wealth Management
Freedom Debt Relief Offers Tips to Avoid Holiday Credit Card Debt Overindulgence
Americans are on right track, but must remain vigilant to stay out of credit card debt. - December 22, 2009 - Freedom Financial Network
Trend Following Exchange Traded Funds Investment Firm, InTrust Advisors Introduces New Custom Investment Solution
InTrust Advisors introduces a new customized investment solution called the Personalized Portfolio Solution that allows its clients to participate in up or bull market phases, while moving to cash, treasuries or gold in down or bear market phases. According to Jeff Diercks, the Company's Managing... - December 12, 2009 - InTrust Advisors
Lombard Risk Offers Complimentary Breakfast Workshop FSA Liquidity Regulation – Understanding Your Options
Lombard Risk, the leading provider of regulatory reporting solutions to the UK financial industry, today announced the first in a series of breakfast briefings about FSA liquidity regime changes. The next Lombard Risk workshop scheduled for December 17th at 8:30 AM at the British Bankers Association (BBA), London, is specifically geared for banks to learn more about the impact of the liquidity regulations. - December 12, 2009 - Lombard Risk
A Greener Greystar Participates in Phoenix Adopt-A-Street Program
Greystar Real Estate Partners announced, today, their participation in the Adopt-A-Street program. Phoenix’s Adopt-A-Street program provides businesses and concerned citizens the opportunity to adopt sections of streets in or near their communities. The purpose of the program is to reduce... - December 11, 2009 - Greystar
Titan Securities Receives 2009 Best of Business Award
Small Business Commerce Association’s Award Honors the Achievement Titan Securities has been selected for the 2009 Best of Business Award in the Financial Services/Investment Banking category by the Small Business Commerce Association (SBCA). The Small Business Commerce Association (SBCA)... - December 09, 2009 - Titan Securities
Global Asset Clearinghouse LLC Receives 2009 Best of Business Award
Small Business Commerce Association’s Award Honors the Achievement Global Asset Clearinghouse LLC has been selected for the 2009 Best of Business Award in the Business services category by the Small Business Commerce Association (SBCA). The Small Business Commerce Association (SBCA) is... - December 08, 2009 - Global Asset Clearinghouse LLC
Consumer Index Drops After Peaking in August
The daily Consumer Leading Indicator published by the Consumer Metrics Institute peaked on August 13th, 2009 with a value indicating year-over-year growth in excess of 10%. Since then the daily index has dropped substantially to levels representing annualized contraction approaching 2%. - December 07, 2009 - Consumer Metrics Institute, Inc.
Stock & Options Solutions to Speak at Upcoming CEPI Symposium
Panelists from SOS to discuss M&As in stock plans, and current best practices in equity compensation administration during annual gathering of Certified Equity Professional Institute. - December 06, 2009 - Stock & Option Solutions
Dan Pena QLA Digital Products 50% Off Holiday Sale
Dan Pena's Premier business training courses marked down for the holidays. - December 04, 2009 - Dan Pena Quantum Leap Advantage
Best IRA Rescue.com Claims Roth IRA Rules to Help the Rich Reduce Their Taxes
2010 Roth IRA rules could save taxpayers tens of thousands in taxes just in time before expected tax hikes affirms Best IRA Rescue.com. - December 03, 2009 - Estate Street Partners
FreedomGrowth.com and Cleveland Restoration Group (CRG) Announce Partnership to Help Revitalize Cleveland Neighborhoods
The partnership between FreedomGrowth.com and CRG not only helps to revitalize dilapidated Cleveland neighborhoods, but helps individual investors get better returns through their IRA by investing in real estate. - December 03, 2009 - Freedom Growth
Hennion & Walsh Press Highlights – October 2009
Hennion & Walsh share their recent press highlights furthering their mission of investor education. - December 02, 2009 - Hennion and Walsh, Inc.
Rodgers & Associates Named as One of the Nation's 'Leading Registered Investment Advisors'
Rodgers & Associates, The Retirement Specialists, located at 647 East Roseville Road, Lancaster, was recognized in the July 2009 Issue of Financial Advisor Magazine as one of the country’s leading Registered Investment Advisors. - November 30, 2009 - Rodgers & Associates
VisionQuest Wealth Management Launches Business Advisory Services
VisionQuest Wealth Management, a Raleigh-based firm serving as a personal CFO to individuals and families, has launched Business Advisory Services, a strategic planning and financial advisory division for businesses. Stephen Peters, President and CEO, recognized a need for these services and focus... - November 26, 2009 - VisionQuest Wealth Management
Derivative Valuation and Risk Management Technology Provider Moves Into North America and Europe
Resolution Financial Software, a provider of risk management and valuation tools for financial derivatives, announced today the opening of a new office for its customers in North America and Europe. Dr. Greg Anderson, Chief Financial Engineer, Resolution Financial Software "With the market... - November 24, 2009 - Resolution Financial Software
Business Legend Dan Pena Releases 75th Newsletter
Pena talks about the current economic crisis, his activities the past year and future plans. - November 21, 2009 - Dan Pena Quantum Leap Advantage
Ex-Aviva Investors Derivatives Head Joins RFQ-hub
Former Aviva Investors head of structured products and business management, Jez Bezant, has joined the recently launched RFQ-hub, the new derivatives request-for-quote platform, as partner. - November 20, 2009 - RFQ-hub
Dan Pena QLA Training Now Available for Download
Legendary business coach Dan Pena has trained and coached executives around the world. For the first time he has made his training materials available for instant download. - November 20, 2009 - Dan Pena Quantum Leap Advantage
Westernfield Holdings Ramping Up Carbon Offset Funding
Westernfield Holdings Inc. is looking to ramp up funding for carbon offset projects in Asia that fall within the guidelines of the U.N.’s Clean Development Mechanism (CDM) and is jointly financing an $80 million Malaysian project. Westernfield Holdings Inc., which is aiming to become... - November 19, 2009 - Westernfield Holding Inc.
Alternative Latin Investor Reports: Agribusiness – Agave & Tequila
While the craze comes and goes, Tequila will always popular as Steven Kaczor takes an in-depth look at the investment potential of agave. - November 18, 2009 - Alternative Latin Investor
Alternative Latin Investor Reports: Precious Things in Peru
Guest journalist Anthony LoBaido investigates the diversity of the Peruvian mining industry - November 18, 2009 - Alternative Latin Investor
Business Legend Dan Pena Embraces Social Media
Legendary business guru Dan Pena is now using Twitter and Facebook for communication. - November 18, 2009 - Dan Pena Quantum Leap Advantage
Hennion & Walsh Winter 2009 Market Commentary: Is the Recovery Validated?
Hennion & Walsh (http://www.hennionandwalsh.com) issue their Winter 2009 Market Commentary providing fresh insights on the current market recovery and its sustainability. - November 18, 2009 - Hennion and Walsh, Inc.
First Investors Corporation: Johnathan Wilsey Promoted to Division Manager of the Springfield Office
First Investors Corporation is pleased to announce the promotion of Johnathan Wilsey to the position of Division Manager of the Springfield, Massachusetts sales office. Jon’s promotion took effect on October 16, 2009. A graduate of SUNY College at Potsdam, Jon has been with First Investors... - November 18, 2009 - First Investors Media
Alternative Latin Investor Reports: a Truly Personal Investment in Wine and Argentina
With the growing interest in Argentine wines, ALI speaks with Dan Karlin, owner/operator of Anuva vinos, one of the few Argentina based U.S. importers. - November 16, 2009 - Alternative Latin Investor
Alternative Latin Investor Reports: Emerging Markets - Paradise Lost, Paraguay Found
Lying nestled against Brazil and Argentina, Paraguay is full of undiscovered investment opportunities. - November 16, 2009 - Alternative Latin Investor
Alternative Latin Investor Reports: Pre-Salt: What Now?
Francisco Ebeling of the Brazilian Institute of Oil, Gas and Biofuels explains the true significance of offshore pre-salt oil discoveries. - November 14, 2009 - Alternative Latin Investor
Trend Following Exchange Traded Funds Investment Firm, InTrust Advisors Celebrates Twelve Year Anniversary
InTrust Advisors celebrates its twelve (12) year anniversary of its founding in 1997 as the Tampa Bay area’s only boutique investment firm specializing in trend following strategies. According to Jeff Diercks, the Company's Managing Director, "we are excited that we can celebrate more... - November 14, 2009 - InTrust Advisors
Paul F. Ciccarelli Earns Chartered Financial Consultant® (ChFC®) Designation, Financial Planning's Highest Standard
Paul F. Ciccarelli, CFP®, CLU®, ChFC®, Vice-President of Ciccarelli Advisory Services, Inc. has earned the Chartered Financial Consultant® (ChFC®) professional designation from The American College, Bryn Mawr, PA. Candidates for the ChFC® designation must complete a minimum... - November 14, 2009 - Ciccarelli Advisory Services, Inc.
Alternative Latin Investor Reports: Commodities - Chavez and the Diminishing Return
How have the actions of Hugo Chavez effected the investment environment within Latin America? Commodities expert Robert Petrucci explains. - November 13, 2009 - Alternative Latin Investor
Alternative Latin Investor Reports: The Times They Are a Changing for Panama Real Estate
Dennis Smith injects some reality into the myths surrounding booming real estate investment in Panama. - November 12, 2009 - Alternative Latin Investor
Alternative Latin Investor Reports: Forex Themes as 2009 Draws to a Close
Continuing from the last issue of Alternative Latin Investor, LatAm FX specialist Kevin Sollitt gives his analysis for the regions currencies through the end of 2009. - November 12, 2009 - Alternative Latin Investor
Alternative Latin Investor Reports: Brazilian Urban Art – from Street to Chic
Tiffany Swenson speaks with local Brazilian galleries drawing a bead on the current urban art scene looking at a few of the countries brightest stars. - November 12, 2009 - Alternative Latin Investor
Consumer Metrics Institute Reinvents 'Leading Economic Indicators' That Truly 'Lead'
The most closely watched set of 'Leading Economic Indicators' are based on mid 20th Century methodologies designed to measure mid 20th Century economies. The Consumer Metrics Institute instead uses 21st Century methodologies capable of coping with the speed of today's dynamic economy. - November 12, 2009 - Consumer Metrics Institute, Inc.
Global Relay, Pivot Partner to Deliver Integrated Messaging and Compliance Solution
The partnership introduces enhanced integration capabilities between Global Relay and Pivot to deliver a secure, compliant and efficient solution for financial industry firms that require dependable electronic communications with integrated archiving, compliance and eDiscovery. - November 11, 2009 - Global Relay