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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
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
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
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
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