Recent Headlines
Within Asset Management
First Investors Top Performer Greg Steinmetz Seeks to Repeat
Although the qualifying period doesn’t end until April 24, 2009, Greg Steinmetz is in the running to be First Investors’ top performer for 2008-09. Greg has had an exceptional career with First Investors Corporation. - February 21, 2009 - First Investors Media
Place Trade CEO Named Chairman Kids Voting WC Board of Directors
Sarah M. Place, President & CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service brokerage firm based in Raleigh, NC, announced that she was named Chairman of the Kids Voting Wake County Board of Directors for 2009 after serving as Vice Chairman of... - February 20, 2009 - Place Trade Financial, Inc.
Industry Leader EPVREPORTS.COM LLC Adds New Service to Current List of AVM and BPO Services
With real estate investment on the rise, EPVREPORTS.COM LLC demonstrates phenomenal growth in the investment sector of the real estate market. - February 14, 2009 - EPVREPORTS.COM LLC
Grispeth Holdings Launches Boutique Investment Advisory Suite for Emerging Markets
Services connect private equity investors to hyper-growth markets; provide access to financing for companies overseas. - February 14, 2009 - Grispeth
Place Trade Financial Celebrates Seven Years in the Triangle
Sarah M. Place, President & CEO of Place Trade Financial, Inc., [Member FINRA, SIPC], (www.placetrade.com), a global full service financial services and online trading firm, announced that the firm is celebrating seven years in the Triangle along with plans to increase the number of Financial... - February 13, 2009 - Place Trade Financial, Inc.
First Investors - Spirit of Valentines Day
In the spirit of Valentine’s Day, First Investors is reaching out to those without life insurance and those whose current coverage is insufficient. In communities nationwide, First Investors representatives are sitting down with clients and helping them insure their love through life insurance. - February 11, 2009 - First Investors Media
Retirees Catch a Break from Congress
Dale Merritt, wealth strategist for Banyan Rock & Talent believes that retirees have caught a break with the government’s suspension of the required minimum distribution for 2009. - February 10, 2009 - Banyan Rock & Talent
theProfessionalSpeculator.com Announces the Release of a Trading Program That Will Allow Speculators to Trade Like Professionals and Rebound for 2009
This program was created for traders who are looking rebuild their portfolios given the volatile markets of 2008. theProfessionalSpeculator.com was created by Jose Rubio by using his 20 years of experience in the Financial Services industry. Rubio is teaching other traders to think, plan and trade like a professional speculator. - February 09, 2009 - rubio wealth management
Macroaxis Released New ETF Browser
In response to recent demand for Exchange Traded Funds, Macroaxis released its new ETF browser. The new explorer-like tool is an addition to Macroaxis existing family of wealth management presentation components and portfolio optimization modules. - February 03, 2009 - Macroaxis Corporation
Swan Consulting, Inc. Warns: Asset Allocation and Diversification Miss the Mark
Modern Portfolio Theory or diversification has saddled investors with more risk than they were willing to accept. The Defined Risk Strategy outperformed the S&P 500 again. Every year since 1997, the annualized return for the Defined Risk Strategy have beaten the S&P 500. - February 02, 2009 - Swan Consulting, Inc.
New Portfolio Suggestion Module from Macroaxis
Macroaxis announces Portfolio Suggester, a new portfolio optimization module that utilizes Macroaxis existing mean-variance optimization framework to present optimal portfolios in real time for several different rebalancing scenarios. - January 31, 2009 - Macroaxis Corporation
Innovative and Creative Marketing Analytics and Pension Data Service Launched in 2008
Pensionanalytix.com is a Plan Sponsor sales prospecting tool for TPA firms, advisors, and service providers. They provide the databases, marketing expertise and analytics required to help your sales teams find prospects that best fit your target profile. - January 19, 2009 - Pension Analytics Inc.
LJL Funding Announces Two-Year Annualized Yield of 10.06%
LJL Funding, the manager of the LJL Secured High Yield Income Fund, announces a two-year annualized return of 10.06% as of December 31, 2008. The Fund provides secure, high yield returns through the use of a high equity position trust deed mortgage fund. - January 16, 2009 - LJL Funding, LLC
Real Property Development & Income Balanced Offering
ONE Financial Corporation ("ONE Financial") is pleased to announce that an amended and restated preliminary prospectus (the "preliminary prospectus") has been filed with, and a receipt therefor issued by, the securities regulators in each of the provinces and territories across... - January 15, 2009 - ONE Financial Corp
Paragon Wealth Management Offers Free Portfolio Reviews
Wealth Management firm offers to help investors position their portfolios for 2009. - January 13, 2009 - Paragon Wealth Management
Zimmerman Receives 401k Wire Recognition
Marc Zimmerman, AIF®, Vice President, Qualified Plans Consulting, has been named again as one of 401kWire’s One Hundred Most Influential People in Defined Contribution, advancing from number 57 last year to number 32 in 2009. Marc is one of only a handful of consultants who has achieved this exceptional recognition. - January 10, 2009 - Mahoney & Associates
Virtual Galt President to Deliver Two Speeches in Maine
James R. Oaksun, president of Virtual Galt Corporation, a Saco, Maine-based financial consultancy, will be delivering two speeches on the economy this week. “This is a challenging time economically,” Oaksun said, “and people are looking to understand both where we are and where... - January 05, 2009 - Virtual Galt
More Investors Are Taking Control of Their Retirement Dollars as the Economy Continues to Worsen
Entrust Self-Directed IRA’s have witnessed 150% growth in 2008 and expect a record year in 2009. - January 01, 2009 - Entrust Administration Inc
Virtual Galt Corporation Announces Creation of LGBT Stock Index
Today, Virtual Galt Corporation announced the creation of the Virtual Galt Pride IndexSM, a passive stock index of companies with strongly supportive LGBT human resource policies. The index is comprised of stock of 97 companies. All the companies are also on the S&P 500 Index. The 97 companies... - December 21, 2008 - Virtual Galt
Compass Advisory Group (a Fifth Avenue Advisors Company) Advises Invest Holdings, Inc. On Sale of Two Business Units
Open Finance Network Acquires the operating subsidiaries of Invest Holdings, Inc.: American Securities Group and Epluribus, Inc. - December 19, 2008 - Fifth Avenue Advisors
LJL Funding Announces November 2008 Investor Distribution of 10.53%
LJL Funding, the manager of the LJL Secured High Yield Income Fund, announces a 10.53% annualized return as of November 30, 2008. The Fund provides secure, high yield returns through the use of a high equity position trust deed mortgage fund. - December 18, 2008 - LJL Funding, LLC
Cheyne Capital Wins Three Major Credit Awards
Cheyne Capital, a leading alternative asset manager, won three major awards for its credit fund business at the Creditflux industry awards in London. - December 17, 2008 - Cheyne capital
VIP Total Protection Package Proposal
Protect your assets properly and gain knowledge on all your insurance needs with this new package proposal. - December 12, 2008 - Peyton Insurance
Virtual Galt Announces Stock Research Findings: More Democrats in the Senate Mean Lower Stock Returns
James Oaksun, president of Virtual Galt Corporation, a Saco, Maine-based financial consultancy, has completed path-breaking research on stock returns under different political scenarios. The findings indicated that, for the United States Senate, every 10 additional Democrats resulted in a reduction in real (inflation adjusted) stock returns by about one percent per year. - December 07, 2008 - Virtual Galt
Buy Gold Anonymously: Capital Conservator Launches New Investment Option for Offshore Accounts
Anonymous purchase of physical gold now possible through Capital Conservator's offshore brokerage accounts. - December 04, 2008 - Capital Conservator
Investment Analytics Group (IAG) Announces Business Launch
Investment Analytics Group, LLC (IAG) was formed as a service firm dedicated to the needs of high-net-worth and sophisticated investors and buyers seeking real property as their target investment. - December 03, 2008 - Investment Analytics Group
Virtual Galt Announces The Gift of Freedom(SM)
Virtual Galt Corporation announces a new product today. Called The Gift of Freedom(SM), it is a suite of services designed to help people find freedom. - December 02, 2008 - Virtual Galt
Companies Incorporated Announces $1 Million Real Estate Credit Program to Create Millionaire Real Estate Investors
Companies Incorporated has created a unique program that turns everyday people into millionaire real estate investors. Companies Incorporated puts into place the strongest resources to maintain a 100% customer satisfaction rate. - November 23, 2008 - 1-800-COMPANY.com
Virtual Galt Announces GaltGold(SM) List
Virtual Galt Corporation today announced its 2008-09 list of GaltGoldSM approved pre-owned luxury automobiles. The car makes and models selected have both outstanding reliability reputations and represent good value for the dollar, as they have reached optimal points on their depreciation... - November 21, 2008 - Virtual Galt
Ciccarelli Advisory Services, Inc. Earns Top Award
Ciccarelli Advisory Services, Inc., is pleased to announce that their firm has been included in the “Top 100 Independent Financial Advisers” in Barron’s Business and Financial Weekly. This is the second year in a row Ciccarelli Advisory Services has achieved this honor. The top... - November 14, 2008 - Ciccarelli Advisory Services, Inc.
New Ready to Use Financial Widgets Catalog from Macroaxis
Macroaxis makes its most progressive financial widget catalog available for free to financial portals, wealth management boutiques, market blogger, and other investment related sites. - November 11, 2008 - Macroaxis Corporation
Fidelity Independent Adviser’s Donald R. Dion, Jr. Analyzes Impact of Obama Presidency
Fidelity Independent Adviser's Don Dion analyzes the potential impact of the Obama presidency. - November 07, 2008 - Dion Money Management, LLC
Don Dion, Publisher of Fidelity Independent Adviser and President of Dion Money Management Announces Election Coverage: How Will the Next President Effect Your Money?
Don Dion, president of Dion Money Management and publisher of Fidelity Independent Adviser, announced today that he would be teaming up with Federated Investors’ Phil Orlando to deliver election analysis this Wednesday after America has chosen its next president. - November 05, 2008 - Dion Money Management, LLC
VisionQuest Wealth Management Announces Their New Director of Advice
VisionQuest Wealth Management, a Raleigh-based wealth management firm, has announced that George Nowack has joined the firm as their Director of Advice Nowack is responsible for the coordination of internal and external resources and relationships employed in developing action plans toward... - November 01, 2008 - VisionQuest Wealth Management
Free Book from 1-800-COMPANY and Companies Incorporated Explaining Asset and Lawsuit Protection, Incorporating a Business, How to Build Business Credit and More
1-800-COMPANY and Companies Incorporated, nationwide leading companies specializing in providing clients with asset protection, business credit building, wealth building, business incorporation and offshore banking services is offering their book, “Build Your Financial Castle” for free for a limited time promotion (regularly $24.95). - October 31, 2008 - 1-800-COMPANY.com
New Maine Gay-Owned Financial Services Business: Client Sets the Price, and Pays in Gold
Virtual Galt, a new Saco, Maine-based financial services consultancy, has an idea it considers revolutionary. Rather than setting prices, it accepts as full payment whatever its clients wish to pay for its services. As an additional innovation, the company states it prefers payment in gold or gold... - October 30, 2008 - Virtual Galt
Equity Capital Funding Seeks Private Investor Capital for Commercial Real Estate Investment
ECF structures low-risk investments for high net worth clients which (1) Protect Invested Capital and (2) Generate Great upside Yield in selected, economically vibrant Metropolitan Statistical Areas (MSA). The $100 million cash injection will allow the firm to aggressively expand its acquisition efforts. - October 29, 2008 - Equity Capital Funding LP
Place Trade Financial CEO Quoted in The News & Observer Regarding Wachovia Bank Concerns
Sarah M. Place, President & CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service brokerage firm based in Raleigh, NC, announced that she was included in The News & Observer article entitled “Bank investors twisting on news” regarding... - October 21, 2008 - Place Trade Financial, Inc.
ABC 11 Eyewitness News Taps Place Trade Financial CEO to Address Stock Market Concerns
Sarah M. Place, President & CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service discount brokerage firm based in Raleigh, NC, announced that she was interviewed by Tim Nelson of ABC 11 Eyewitness News regarding the Triangle’s concerns with... - October 20, 2008 - Place Trade Financial, Inc.
Company Names Wayne Wisong SR Director, Erisa Compliance
Mahoney & Associates, a privately-held international compensation and benefits management firm, announces the appointment of Wayne Wisong, JD as Senior Director, ERISA Compliance. Mr. Wisong joins the firm as an integral member of the company’s Compliance & Audit Services Department. - October 18, 2008 - Mahoney & Associates
Mahoney & Associates Names Christopher Gammill, MBA as Benefits Consultant
Appointment fills key role for company. - October 17, 2008 - Mahoney & Associates
Online Trading Education Once-a-Month Trading to Teach Online Stock Speculation
Class will address stock analysis, technical stock analysis and money management systems. - October 12, 2008 - Once A Month Trading
Real Estate Investment Section to be Added to 1-800-COMPANY.com; Free Asset Protection Workshop October 18th-19th in Southern California
1-800-COMPANY.com announces the addition of a real estate investment section to be added to their asset protection workshop October 18th-19th at their Santa Clarita headquarters. “We already help people with their asset protection and lawsuit protection strategies at our workshop,” states Kevin Wessell, CEO of 1-800-COMPANY.com. “Now we are adding additional programs including real estate investing strategies.” - October 11, 2008 - 1-800-COMPANY.com
Banking ETF (PJB) Bucks the Trend
The PowerShares Dynamic Banking ETF (PJB) took the top position on PowerShares Momentum Tracker’s Sector Momentum Table (http://store.fidelityadviser.com/pws1yr.html) for the second week in a row. PowerShares Momentum Tracker is published by Fidelity Independent Adviser. In the last three... - October 10, 2008 - Dion Money Management, LLC
Agathe Capital Partners LLP
Agathe Capital Partners LLP has been set up to provide structuring, advisory and portfolio management capabilities across a range of asset classes. - October 08, 2008 - Agathe Capital Partners LLP
Kevin Wessell, Asset Protection Expert and CEO of Offshore Company, Announces Their Offshore Trust Program Helping People Become Lawsuit Proof
Kevin Wessell, a renowned and highly respected expert in the field of asset protection and estate planning, and who heads Los Angeles based Offshore Company and 1-800-COMPANY, announces their Cook Islands Trust program as the best asset protection available for people providing protection from lawsuits. - October 08, 2008 - 1-800-COMPANY.com
Kevin Wessell, Renowned Asset Protection Expert, Explains How Offshore Company is Protecting Their Clients Money with European Banking Strategies
Kevin Wessell, CEO of Offshore Company and 1-800-COMPANY has over 17 years experience helping clients protect and grow their assets. Mr. Wessell explains why the current economic crisis, including the collapse or bailout of many leading U.S. banks is causing its clients to move part of their assets into European banks and how Offshore Company is protecting their customers assets by offering them European banking strategies with a focus on Swiss Banking. - October 08, 2008 - 1-800-COMPANY.com
Kevin Wessell, CEO of 1-800-COMPANY.com Announces Their New Private Placement Program Helping Companies Raise Up to $5 Million in Funding
Kevin Wessell, CEO of 1-800-COMPANY.com explains how their new private placement program can help companies raise up to $5 million or more in funding for their business. 1-800-COMPANY.com new private placement program helps companies raise money by issuing securities such as corporate stock or an interest in a limited partnership. - October 08, 2008 - 1-800-COMPANY.com
62% of Fidelity Independent Adviser Subscribers Pick Palin, 37% Bet on Biden
In survey results released today by Fidelity Independent Adviser and Dion Money Management, 62% of respondents think that Palin is the better Vice Presidential candidate, while 37% side with Biden. - October 04, 2008 - Dion Money Management, LLC
FIVE STAR: 2008 Best in Client Satisfaction Wealth Managers (Sm) Announced - Joe Rollins of Rollins Financial Counseling Receives Award
Joseph (Joe) R. Rollins has been named as a 2008 FIVE STAR Best in Client Satisfaction Wealth Manager. The individuals who receive this award are selected based on a rigorous research process and represent less than 3% of Wealth Managers in the Atlanta area. - October 03, 2008 - Rollins Financial Counseling, Inc.