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Within Asset Management
Millennium Trust Company Joins with The Keane Organization to Offer a Wide-Range of Plan Termination and Missing Participant Solutions
Millennium Trust Company, announced it is entering into a strategic relationship with search expert, The Keane Organization to address plan sponsor challenges. With revenues and profits tough to come by, retirement industry professionals face increased pressure to reduce costs including those... - September 25, 2009 - Millennium Trust Company
Alternative Latin Investor Special Report: Is Latin America the Future of Off-Shore Banking?
The Climate of Greater Transparency and Stricter Regulation is Forcing Great Changes in the Offshore Banking World; Latin America’s Industry is Poised and Ready for the Future. - September 25, 2009 - Alternative Latin Investor
Institutional Wealth Alliance Launches Banking Initiative
Institutional Wealth Alliance proud member of the American Bankers Association, Independent Community Bankers of America and various State Banking Associations, today announced its non depository platform for state and community banks. This diverse time-tested platform is brought forward through an alliance of professionals with over 50 yrs. of industry experience. A truly turn-key and compliant non deposit solution bringing the latest in financial services to local banks. - September 25, 2009 - Institutional Wealth Alliance
KFPD GmbH Launches Web-Based Financial Planning and Risk Management Platform in the UK & Ireland
Building on its success in Europe, KFPD GmbH has today launched its web-based financial planning and risk management platform, sals.a®, in the UK & Ireland. Aimed at the Corporate, Public Sector and Bank markets, sals.a® allows users to simplify financial management, create transparency, improve decision making and risk management. - September 24, 2009 - KFPD GmbH
One Button Click Downloads Over 450 Up to Date Equity ETF Constituent Lists
MasterDATA announces that as of September, 2009, constituent lists included in its downloadable datafile number over 450 equity ETFs. This includes all international and domestic equity exchange traded funds for iShares, State Street (SPDRs), Powershares, WisdomTree, Claymore, HOLDRS, Market... - September 24, 2009 - MasterDATA
Alternative Latin Investor Reports : Attracting Middle Eastern Investment
Alternative Latin Investor, a new Digital Publication based out of Buenos Aires speaks with Middle Eastern investment professionals to determine how their Latin American investments could become more appealing to the Islamic world. - September 20, 2009 - Alternative Latin Investor
Alternative Latin Investor Reports : Brazil’s Improving Corporate Governance
Alternative Latin Investor, a new Digital Publication based out of Buenos Aires just released an article specifically looking at recent improvements made in Brazil's corporate governances. - September 20, 2009 - Alternative Latin Investor
Alternative Investor Reports on Private Equity ; Regional Opportunities - Latin America
Alternative Latin Investor, a new Digital Publication based out of Buenos Aires takes a closer look at the proportionally large private equity potential within Central America. The article includes insight from two key players in the region, Aureos and MesoAmerica to get an idea of what’s going on. - September 20, 2009 - Alternative Latin Investor
Alternative Latin Investor Reports: Unexplored Agribusiness Opportunities in Latin America
Alternative Latin Investor, a new Digital Publication based out of Buenos Aires just released an article on Agribusiness within Latin America. - September 20, 2009 - Alternative Latin Investor
Cheyne Capital Management (UK) LLP Launches UCITS Umbrella Fund
Cheyne Capital Management (UK) LLP announces the launch of its Select Convertibles Fund, the first in a series of classes that Cheyne will be launching over the next year. - September 19, 2009 - Cheyne capital
GreyB Services Got ISO 9001:2008 Certification
GreyB Consultancy Services, a pioneer in Patent research and analytics services has received an ISO 9001-2008 certification for its patent research center. The ISO 9001-2008 is by far the world’s most established quality framework, and sets the standard for quality management systems at GreyB. - September 19, 2009 - GreyB Consultancy Services Ltd
Alternative Latin Investor Profiles the Ultra High Net Worth Individual (UHNWI) - Philanthropist
Alternative Latin Investor, a new Digital Publication based out of Buenos Aires just released an article on the philanthropic moves of ultra high net worth individuals within Latin America. - September 18, 2009 - Alternative Latin Investor
Alternative Latin Investor Reports: Renewable Energy Takes Off in Chile
Alternative Latin Investor, a new Digital Publication based out of Buenos Aires speaks just released an article on renewable energy in Chile. - September 18, 2009 - Alternative Latin Investor
First Digital Publication on Alternative Investments in Latin America Releases - Forex: What's Behind the Moves
Alternative Latin Investor, a new Digital Publication based out of Buenos Aires just released an article on Forex in Latin America. - September 18, 2009 - Alternative Latin Investor
Alternative Latin Investor Reports on Real Estate in Latin America : Columbia is Heating Up
Alternative Latin Investor, a new Digital Publication based out of Buenos Aires just released an article on Real Estate in Columbia. - September 18, 2009 - Alternative Latin Investor
Alternative Latin Investor Reports on the Growing Popularity of Latin American Art
Alternative Latin Investor, a new Digital Publication based out of Buenos Aires has just released an article regarding the growing popularity of Latin American artwork. - September 18, 2009 - Alternative Latin Investor
Alternative Latin Investor Researches Wine Investment from a Latin American Perspective
Alternative Latin Investor, a new Digital Publication based out of Buenos Aires has just released an article regarding the the ever-increasing range of options when it comes to wine investment in Latin America. - September 18, 2009 - Alternative Latin Investor
Listed Private Equity Plus Fund Broadens Investor Availability Through Discount Brokerage Firms
Vista Research and Management, LLC (Vista) announced today on its website, www.vrmfunds.com that the Listed Private Equity Plus Fund (Ticker: LPEAX) is now available directly to individual investors through a broad array of discount brokerage firms. These firms include Charles Schwab, TD... - September 17, 2009 - Vista Research and Management
First Investors Corporation - Carrie Mullins and Anu Patel of First Investors Corporation Achieve Chairman’s Circle Gold
At the 2009 First Investors Cloud Club Convention in Fajardo, Puerto Rico, Carrie Mullins and Anu Patel were inducted into the Gold Level of the First Investors Chairman’s Circle. The First Investors Chairman’s Circle is a recognition program that honors lifetime career achievement. In... - September 16, 2009 - First Investors Media
Lombard Risk Expands Global Collateral Management Team
The continued success of key client relationships and several new client wins, drove Lombard Risk’s decision to add new collateral management experts and senior management to join the company’s staff. Colline is the award-winning solution from Lombard Risk that has enabled the company... - September 12, 2009 - Lombard Risk
Your Money Clinic: Free Financial, Tax & Estate Planning Guidance
Financial Symmetry and Bridges Law Firm PLLC have combined their efforts to give back to the community by providing free financial, tax and estate planning guidance to the public. This event was designed to help give people guidance about where to find answers in a “no strings attached” environment. Anyone seeking advice is encouraged to bring documents relevant to his/her situation such as 401(k), IRA and Brokerage account statements, tax returns, and wills and estate related information. - September 11, 2009 - Financial Symmetry, Inc.
2n20.com Introduces First Transparent Secondary Market Platform for Trading Hedge Funds
2n20.com created a new internet platform for secondary market trading of hedge funds, implementing new transparency standards in a market where information typically is scarce. Offers on the platform not only include fund details, but the exact price a buyer or seller expects to realize. By... - September 11, 2009 - 2n20.com AG
For the Sixth Straight Year, First Investors Celebrates Life Insurance Awareness Month
First Investors has again joined more than 100 companies and industry organizations to promote Life Insurance Awareness Month (LIAM), a public awareness campaign initiated by the LIFE Foundation to educate Americans about the value of life insurance protection. - September 10, 2009 - First Investors Media
BookMovers Announces New Advisor Transition Services
Turn-key Solution Helps Advisors and Firms Maximize Book Monetization and Productivity BookMovers (www.bookmoversgroup.com) today announced the availability of its managed transition services for advisors who are changing firms or starting an independent practice. With an unprecedented number of... - September 04, 2009 - BookMovers
Barron’s Ranks Horan Capital Management on the Top 100 Independent Financial Advisors List in 2009
Barron’s ranks Horan Capital Management's CEO and founder, Patrick Horan, as one of the nation’s top advisors in its 2009 list of the Top 100 Independent Advisors. The firm is the only one located in Baltimore to be recognized on the list. - September 03, 2009 - Horan Capital Management
Bellatore Delivers Enhanced Portfolio Management Center
Firm responds to growing industry demand for more advanced and streamlined front office solutions. - September 03, 2009 - Bellatore, LLC
Think You Don't Need Life Insurance? Think Again.
Life Insurance Awareness Month begins in September and with a large proportion of the population without life insurance, Ibis Financial Group is dedicated to helping consumers make smart insurance decisions to safeguard their families' futures. - September 02, 2009 - Ibis Financial Group
First Investors Corporation Encourages Teachers to Educate Themselves About 403(b)s
As teachers return to the classroom this fall, First Investors Corporation is reminding them to educate themselves about their retirement options. One advantage public school employees have is the ability to open a 403(b) account to invest for their retirement. Contributions made to a traditional... - September 02, 2009 - First Investors Media
Investor Profile Launches Free Online Investment Service
Investors can master the web to open up a world of opportunities when investing online. - September 01, 2009 - Investor Profile
Local Attorney Advises Parents on Back-to-School Protection for Children
Safeguarding children in emergencies is always a challenge and struggle for any parent. Now that the children are back to school, it is time to safeguard them in emergencies with some back to school planning for Families with Minor Children or Grandchildren. - August 31, 2009 - Sabrina Winters, Attorney at Law, PLLC
Applied Strategies & Counsel and VisionQuest Wealth Management Announce Merger
VisionQuest Wealth Management, a Raleigh-based firm serving as a personal CFO to individuals and families, expands their footprint to Arizona by announcing a merger announces a joint venture/acquisition with Applied Strategies & Counsel, Inc (ASC), a wealth management firm based out of... - August 28, 2009 - VisionQuest Wealth Management
Dan Pena Taking QLA to China
Dan Pena is Founder of the Quantum Leap Advantage business principles. He is currently considering taking on a China based industrial company as chairman with a family that has been active in business and politics there for more than 2000 yrs. - August 27, 2009 - Dan Pena Quantum Leap Advantage
Infinata Introduces New Custom Solutions Approach for Banking and Finance Industries
Infinata, an innovative provider of business intelligence and marketing analytics solutions, has announced the launch of an enterprise division focused on the delivery of custom-tailored solutions for the banking and finance industries. - August 26, 2009 - Infinata
First Investors Corporation Presents Cindy Bordeaux and Forrest Strickland with Grayson Award
Senior Vice Presidents Cindy Bordeaux and Forrest Strickland have been presented with the David D. Grayson Award in recognition of their contributions to First Investors Corporation. - August 26, 2009 - First Investors Media
Cheyne Capital Appoints Two Partners for Macro Equities Team
Cheyne Capital Management has appointed Paul Ruddleston and Paul Keohane as partners. Alongside former colleague and head portfolio manager Jorge Giampaoli, who joined Cheyne in June, they will be managing the Cheyne Equity Macro Fund employing a liquid, macro-based trading strategy. - August 21, 2009 - Cheyne capital
SOS Releases SOS Email Xpress, Automates Delivery of Participant Stock Plan Communications
First-to-market program allows companies to transmit information including ESPP, RSU vesting, year-end summaries via email; is major step towards paperless stock plan management - August 15, 2009 - Stock & Option Solutions
Addaptron Software Updates Stock Market Analyzer-Predictor
Due to a new Analyzer-Predictor update, the stock market cycles can be even a better opportunity to maximize return on investments for investors who empowered by SMAP-2. - August 14, 2009 - Addaptron Software
Richard Hennion of Hennion & Walsh Receives Humanitarian Award
Richard Hennion (http://www.hennionandwalsh.com) of Hennion & Walsh received the third annual Humanitarian Award for his work with the Do-Good House, just one of the many charitable organizations that Hennion & Walsh supports. - August 06, 2009 - Hennion and Walsh, Inc.
J.P. Turner Announces New Municipal Underwriting
J.P. Turner expects to own and offer first mortgage healthcare facility revenue bonds for the medical clinic board of the city of Hoover, Ala. during the week of August 14, 2009. - August 06, 2009 - J.P. Turner & Company, LLC
First Investors Corporation Honors Louis Lombardi’s 50-Year Career
The 2009 First Investors Cloud Club Convention was a highlight of the year for many associates, but was particularly special for Senior Associate Louis Lombardi, who was attending the 50th Convention of his career. It is widely believed that Lou Lombardi is the only person in First... - August 05, 2009 - First Investors Media
Polaris Trading Partners Announces Strategic Alliance with Swiss pb AG
Asset management firm selects Zurich based securities house as prime broker for segregated FOREX accounts. - August 02, 2009 - Polaris Trading Partners
Lombard Risk Addresses Broad Reform Of FSA Liquidity Standards - (FSA CP08/22, CP08/24, CP09/13, and CP09/14)
Lombard Risk today announced its liquidity risk management and regulatory reporting compliance program to help financial institutions meet the Financial Services Authority’s new rules governing liquidity. The FSA requires more shock absorbers to avoid potential liquidity problems. The... - July 31, 2009 - Lombard Risk
J.P. Turner Named Top 10 Atlanta Brokerage Firm
J.P. Turner was named one of the top 10 Atlanta brokerage firms by the Atlanta Business Chronicle. The firm is headquartered in Atlanta with some 40 reps and has more than 160 independent offices nationwide. - July 29, 2009 - J.P. Turner & Company, LLC
SOS Introduces Equity Compensation “Library,” Announces Upcoming Webinar Topics
As part of its ongoing efforts to serve as an education hub for the equity compensation industry, SOS has created a "Library" section for their website, and announced several upcoming topics for the successful webinar series dealing with topics and trends in the stock plan management realm. SOS is a leading provider of stock plan administration, management and equity consulting services for companies offering equity compensation and benefit programs to its employees. - July 29, 2009 - Stock & Option Solutions
Don Dion Named to ETF Hall of Fame
Don Dion, publisher of Fidelity Independent Adviser and President of Dion Money Management, has been named to ETF Database’s ETF Hall of Fame. Dion is now listed as one of the “25 People Who Revolutionized the ETF Industry.” On the ETF Database web page,... - July 18, 2009 - Dion Money Management, LLC
Hennion and Walsh on CNBC: Tax Free Municipal Bonds
Hennion and Walsh (http://www.hennionandwalsh.com) President, Bill Walsh, tells CNBC viewers that while tax free municipal bonds may not be a sexy investment, they can be an appropriate investment, along with the reasons why. - July 16, 2009 - Hennion and Walsh, Inc.
Cheyne Capital Appoints Jorge Giampaoli to Drive New Equities-Focused Strategies
Cheyne Capital Management, the London-based hedge fund group led by Jonathan Lourie and Stuart Fiertz, has made a major hire from Morgan Stanley to head the expansion of its equities-focused strategies. - July 11, 2009 - Cheyne capital
Fidelity Independent Adviser Announces Best Fund for Third Quarter 2009
Fidelity Independent Adviser has selected Fidelity China Region Fund (FHKCX) as its “Best Fund for Third Quarter 2009,” according to publisher Donald Dion. The Williamstown, Massachusetts based family of newsletters provides picks for both mutual funds and ETFs in its weekly, monthly... - July 03, 2009 - Dion Money Management, LLC
First Investors Corporation: Annual Sales Convention Held at El Conquistador Resort
First Investors’ top representatives and managers gathered at the annual Cloud Club Convention, June 25-28 at the El Conquistador Resort in Fajardo, Puerto Rico. - July 03, 2009 - First Investors Media
Headstart Settles 2003 Dispute with the SEC
Headstart Fund Ltd, Headstart Advisers Ltd and Mr Najy Nasser, its CIO, announced their dispute with the United States Securities and Exchange Comminssions (SEC) has been settled. - July 02, 2009 - Headstart Advisers Ltd