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Within Asset Management
Global Client Solutions Moves to New Tulsa Office to Accommodate Growth
More efficient office space will help better serve consumers and the companies that work with them. - July 01, 2009 - Global Client Solutions
FreedomGrowth.com Untaps a Limited-Time Investment Strategy That May Allow for a Drastically Improved Retirement Outlook
The IRS and a certain act of nature have combined to create the “perfect retirement savings storm” and FreedomGrowth.com navigates investors through the muddy waters. - June 28, 2009 - Freedom Growth
FINZ Media Announces FINZ.tv Trading Media and Entertainment Network
FINZ Media, LLC, a new financial media company, announces FINZ.tv: Trading Media and Entertainment Network. Co-founded and co-produced by Vincent ('Alamo') Bagnato and Jeffrey Lin, independent traders, the FINZ Media series of websites aim to deliver market truths and concepts to the masses in an... - June 25, 2009 - FINZ Media, LLC.
Option & ETF Broker WallachBeth Capital LLC Announces Further Expansion; Former Tullett Prebon Equity Derivatives Exec Joins Boutique Execution Firm
WallachBeth Capital LLC (“WBC”), the institutional brokerage specializing in exchange-listed options and ETF’s, announced today that options industry veteran Stephen Markowitz, most recently Senior Vice President, Equity Derivative Sales for global inter-dealer broker Tullett... - June 24, 2009 - Mischler Financial Group, Inc.
Plumbing Franchise Model Supports Plumbers Through Recession
In today's market every financial decision has to be justified. For this reason the experts behind 1-800-PLUMBER, are using top-notch technology to launch the new drain cleaning & plumbing franchise. - June 24, 2009 - 1-800-Plumber
India Infrastructure Index to Track Stocks Fundamentally
Desai Research Associates launches fundamentals-based thematic stock index - FINDX Infra40 - tracking Indian Infrastructure Sector stocks - June 24, 2009 - Desai Research Associates
JP Turner Colorado Springs Branch Launches Website
JP Turner & Company, LLC, an independent broker-dealer headquartered in Atlanta, announces the launch of a new client website by Colorado Springs-based independent representative Dan Daniel. - June 13, 2009 - J.P. Turner & Company, LLC
First Investors Corporation - First Investors Encourages Clients to “Shore Up” Their Savings This Summer
It’s summertime, which means more hours of daylight, higher temperatures, cooking on the barbeque and trips to the beach. This summer, First Investors Corporation is also encouraging clients to “shore up” their savings and investment accounts by making regular... - June 10, 2009 - First Investors Media
Pivot Point Advisors Takes Initiative to Provide Clients with World Class Performance Reporting
Pivot Point Advisors (www.pivotpointadvisors.com), a Texas-based investment management firm with a focus on quantitative strategies, claims compliance with the Global Investment Performance Standards (GIPS®) for financial reporting. This achievement provides assurance to the public that Pivot Point Advisors is at the forefront of ethical and transparent reporting practices in the financial industry. - June 08, 2009 - Pivot Point Advisors
First Investors Corporation: 2009 First Investors Chairman’s Council Announced
First Investors Corporation recently announced the members of the 2009 First Investors Chairman’s Council. The 25 members were determined by their performance rankings for 2008-09. - June 03, 2009 - First Investors Media
Oregon Financial Advisor Featured in Forbes Magazine for His Successful Alternative Investments
The May issue of Forbes Magazine will feature the top seven financial advisors in the Pacific Northwest, and long-time Eugene investor, James Scott McKee, B.A. will be one of them. - June 02, 2009 - Quality Financial Group, Inc
Award-Winning Financial Planner Partners with Annapolis-Based Private Wealth Asset Management Firm to Create Hopkins Investment Management
An award-winning international financial planner and money manager is making his financial planning services available in America by co-founding Hopkins Investment Management in Annapolis. - May 30, 2009 - Hopkins Investment Management
Hennion & Walsh Release Summer 2009 Market Commentary
Hennion & Walsh (http://www.hennionandwalsh.com) have just released their Summer 2009 Market Commentary. - May 29, 2009 - Hennion and Walsh, Inc.
JP Turner Representative Ed Baxter Announces New Website
JP Turner & Company, LLC, an independent brokerage headquartered in Atlanta, announces launch of Texas branch website. - May 28, 2009 - J.P. Turner & Company, LLC
First Investors Corporation - First Investors Life Rolls Out Updated Term Life Insurance
The updated First Investors Life Level Term product offers new features and benefits. A new underwriting category, Preferred Plus, has been added, which gives the most insurable candidates the opportunity to benefit from First Investors Life’s best term premium rates. - May 28, 2009 - First Investors Media
JP Turner Announces Launch of Broker Website
JP Turner & Company, LLC is pleased to announce the launch of its newest broker website, jpturnerhollywoodfl.com. The new website was created by Liz Bloom, Hollywood, Fla. to better accommodate her clients’ needs for information and useful tools. The site includes a new Learning Center... - May 28, 2009 - J.P. Turner & Company, LLC
Addaptron Software Releases Neural Network Stock Predictor
Addaptron Software released a new upgraded version of Neural Network Stock Trend Predictor, NNSTP-2. It is a tool for stock market investors and traders to predict stock prices for short terms and to find the best timing to buy and sell. - May 23, 2009 - Addaptron Software
Kim Ciccarelli Kantor, CFP®, CAP™ Among “Best of Best” Financial Advisors Attending Barron's Winner's Circle Top Independent Advisors Summit
Exclusive Conference Hosts Wealth Management Leaders and Industry Decision Makers - May 22, 2009 - Ciccarelli Advisory Services, Inc.
First Investors Corporation: First Investors National Tax Exempt Funds Are Reviewed in Kiplinger’s Personal Finance Magazine
The First Investors Insured Tax Exempt Fund II (EIITX) and the First Investors Insured Tax Exempt Fund (FITAX) and were ranked first and fifth, respectively, in the long-term municipal bond fund category in the May issue of Kiplinger’s Personal Finance magazine. - May 20, 2009 - First Investors Media
Capricorn Currency Fund European Performance Award Nomination
The Capricorn Currency Fund strategy has been nominated for the European Performance Award as 'Best Newcomer' for 2008. - May 16, 2009 - Capricorn Strategies
JP Turner Announces Scott Holcomb Selected as a Manfred Wörner Fellow
JP Turner’s general counsel was one of 30 selected to attend the Manfred Wörner Seminar to study transatlantic and U.S.–German security policies. - May 14, 2009 - J.P. Turner & Company, LLC
First Investors Offices Across the Country Are Hiring Financial Services Representatives
First Investors Corporation is looking for smart, highly motivated individuals to join its team. Recent college graduates are especially encouraged to apply. A background in business or finance is not required to apply for the position of First Investors Financial Services Representative. - May 13, 2009 - First Investors Media
J. Scott McKee Receives National Recognition for His Exceptional Work
J. Scott McKee, a long-time Eugene Financial Advisor has been named to Berthel Fisher & Company Financial Services, Inc. prestigious Chairman’s Council. This status was given to only 11 Berthel Fisher advisors based on their 2008 accomplishments. McKee was recognized for his exceptional... - May 09, 2009 - Quality Financial Group, Inc
Jenison Financial Planning Firm Offers Second Opinion Investment Reviews
West Michigan Wealth is offering no-cost, no-obligation second opinion investment reviews during the month of May. - May 08, 2009 - West Michigan Wealth Management, LLC
First Investors Life Introduces FIRST ADVANTAGE, a New Fixed Deferred Annuity
The FIRST ADVANTAGE annuity from First Investors Life is designed for those who want both growth and safety for their retirement savings, as well as the opportunity to establish a safety net of guaranteed1 retirement income. - May 06, 2009 - First Investors Media
First Investors Announces New Subadviser
First Investors is pleased to announce that Muzinich & Co., Inc. (“Muzinich”) is now serving as the investment subadviser of the First Investors Fund For Income and the First Investors Life Series High Yield Fund. - April 29, 2009 - First Investors Media
JP Turner Welcomes New Investment Banking Analyst
JP Turner hires Joe Walker to serve as an analyst for their growing Investment Banking Division. - April 29, 2009 - J.P. Turner & Company, LLC
First Investors Opens New Salt Lake City Office
First Investors has opened a new office in Sandy, Utah, a suburb of Salt Lake City. Heading up the new office is Division Manager Travis Johanson. - April 22, 2009 - First Investors Media
Utah Investment Advisor Steers Clear of 2008 Market Crash
Dennis Slothower, Chief Investment Officer of Alpine Capital Management and Editor of the On The Money and Stealth Stocks investment newsletters, was among a select few investment advisors who successfully navigated his clients and readers through the tumultuous 2008 stock market collapse. A year... - April 21, 2009 - Alpine Capital Management, llc
Desai Research Launches New Fundamentals-Based Index Series
Desai Research Associates, the first Independent Stock Indexing Company from India, is launching indices based on its proprietary index calculation methodology for Indian and US equity markets. - April 19, 2009 - Desai Research Associates
Patrick Power, JP Turner, Elected to the National Investment Banking Association's Board of Directors
JP Turner managing director will serve three-year term on the Board of Directors for the National Investment Banking Association. - April 17, 2009 - J.P. Turner & Company, LLC
Cheyne Capital Appoints Chris Goekjian as Chief Investment Officer
Cheyne Capital Management (UK) LLP is pleased to announce the appointment of Chris Goekjian as partner and Chief Investment Officer ("CIO"). - April 17, 2009 - Cheyne capital
First Investors Insights - Spring 2009 Issue is Now Available
First Investors just released the Spring 2009 issue of First Investors Insights. First Investors Insights is a semi-annual newsletter that is mailed with clients’ account statements. It is also available on www.firstinvestors.com under the header, “Information Center.” The... - April 15, 2009 - First Investors Media
Tax Tips for IRA Contributions
With the tax deadline looming, W. Landon Watts, wealth strategist for Banyan Rock & Talent advises that there is still time to make donations to individual retirement accounts that may be able to reduce taxable income for 2008. - April 12, 2009 - Banyan Rock & Talent
Jackson Hewitt - Four Corners Office Outlines Important Tips for Last-Minute Tax Return Filers
Today kicks off the final week of tax season 2009; and with just seven days left, millions of consumers have yet to file an income tax return. For those people, the last few days before the official deadline could prove to be nerve-racking. Jackson Hewitt Tax Service - Four Corners office has... - April 12, 2009 - Jackson Hewitt Tax Service - Four Corners
First Investors Lexington Office - Frank Patton Promoted to Division Manager
First Investors is pleased to announce the promotion of Frank Patton to the position of Division Manager of the Lexington, Kentucky sales office. The promotion took effect February 2, 2009. A graduate of Western Kentucky University, Frank Patton has been with First Investors since 2001, when he... - April 08, 2009 - First Investors Media
Are You Prepared for Tax-Free Investing? Roth IRA Changes Coming in 2010 Make it Possible
Are you one of the thousands of investors who thought you would never qualify for a Roth IRA? Have you been shut out of one of the most powerful wealth building tools because your income was too high? Well that is about to change. - April 08, 2009 - Equity Trust Company
Entrust Administration, Inc. Launches New Educational Website for IRA Investors
Entrust Administration Inc., the leader in custodial services for self-directed retirement accounts has launched a new educational website for IRA investors. Investors wishing to diversify their retirement plans into alternative assets can get all the education and tools they need at this new... - April 06, 2009 - Entrust Administration Inc
Securian Financial Group is Pleased to Welcome Brent Foster as Financial Advisor & Securities Representative of the Centennial Group.
The Centennial Group has experienced professionals and sound financial strategies. They provide objective customized solutions to assist individuals, professional and business owners in reaching their financial goals. They offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, they are committed to helping clients accomplish their long-term financial objectives. - April 04, 2009 - The Centennial Group
A Residential Real Estate Developer Has One of the Best Weeks in the Nation
A Chicago developer had the best buyer activity and sales last week of any new construction project in Chicago and possibly the nation. - April 03, 2009 - The Kopley Group, Inc.
VisionQuest Announces New Investment Partnership with Lenger Asset Management
VisionQuest Wealth Management, a Raleigh-based firm serving as a personal CFO to individuals and families, announces its new investment partnership with Lenger Asset Management. “Changes in the capital market environment prompted us to re-evaluate our investment platform. We found that... - April 02, 2009 - VisionQuest Wealth Management
United Medical Brokers Launches Website Dedicated to Purchase and Sale of Medical Related Businesses and Real Estate
United Medical Brokers announced its nationwide launch today from its corporate headquarters. United Medical Brokers www.unitedmedicalbrokers.com is now offering nationwide brokerage services for buyers and sellers of medical practices, medical related businesses, and medical related real... - April 01, 2009 - United Medical Brokers
First Investors Special Situations Fund is Top-Ten in Wall Street Journal Rankings
The First Investors Special Situations Fund (FISSX) was ranked eighth in the Small-Cap Value category by The Wall Street Journal. The Wall Street Journal ranked the top-performing funds in 16 different categories, ranked by year-to-date total returns as of February 27, 2009. Total return was... - April 01, 2009 - First Investors Media
Alchemex Australia Introduces Advanced Business Reporting Made Simple for MYOB Small Business Users - Alchemex for MYOB Has Been Released in Australasia
Alchemex, one of the Business Intelligence industry's fastest growing mid-size software vendors, has released it’s latest offering which is a major play on the accounting market in the Australian territory. It’s “Alchemex for MYOB Small Business” reporting solution has been... - March 30, 2009 - Alchemex Pty Ltd
Local Wachovia Securities Financial Advisor Awarded CFP® Designation
Wachovia Securities is proud to announce that Financial Advisor Glen Simmonds, First Vice President – Investment Officer, has been awarded the designation Certified Financial Planner™ - one of the industry’s most prestigious and demanding designations. The CFP® mark... - March 29, 2009 - Wachovia Securities, LLC
First Investors Encourages Investors to Plant the Seeds for Their Financial Futures
First Investors believes the fundamentals of saving and investing are not unlike those of gardening. If an investor wants his or her portfolio to have the potential to grow and bear fruit in the future, he or she needs to plant the seeds today. - March 25, 2009 - First Investors Media
Lytel-Pugh Engagement Announcement
Mr. and Mrs. Roger (Joye) Lytel are delighted to announce the engagement of their son, Kipley James Lytel to Miss Diana Agnese Pugh, all of Santa Barbara. The recent engagement was celebrated on a family European cruise during the holidays. Kipley graduated from Montecito Union, Laguna Blanca and... - March 24, 2009 - Montecito Capital Management Group
First Investors Chairman’s Council - Patrick Sciarra Seeks to Reclaim Top Spot
Although he has several weeks left until the final tally on April 24, Patrick Sciarra looks strong in the First Investors’ performance rankings for 2008-09. - March 18, 2009 - First Investors Media
Fidelity Independent Adviser Names ETFOX as Best Fund
Donald R. Dion Jr. announced Fidelity Independent Adviser’s selection of the ETF Market Opportunity Fund (ETFOX) as the “Best Fund for Second Quarter 2009” in a special subscriber report now available free to the public online at Fidelity Independent Adviser's website. - March 18, 2009 - Dion Money Management, LLC
Ciccarelli Advisory Services, Inc. Earns Barron’s Award
Ciccarelli Advisory Services, Inc., is pleased to announce that the firm has been included in the “Top 1,000 Advisers” in Barron’s Business and Financial Weekly. This is the first year for ranking the top advisers in each of the 50 states. The firm is one of five independent... - March 15, 2009 - Ciccarelli Advisory Services, Inc.