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Within Asset Management
Netto Pharman Appointed Milton White Advisors as Acquisition Counselors
Netto Pharman, a Canadian based pharmaceutical company which focuses primarily on manufacturing medical equipments and other medical supplementations attests the appointment of Milton White Advisors as their all out Acquisition Counselors. - May 30, 2008 - Milton White Advisors
Risk Management Announce New Service for Hedge Fund Managers
New service for Hedge Fund Managers looking for employment. - May 29, 2008 - FSE, LLC
Genesis Communications Announces New Vehicle Tracking Range
Vehicle Tracking from Genesis Communication – One of the best ways to control risk management and comply with Government Duty of Care Guidelines. - May 29, 2008 - Genesis Communications Ltd
Milton White Advisors Annunciates New Designations
Earlier annunciated today that Mr. Aaren Polles has been promoted as Senior Financial Analyst at Milton White Advisors and will assume responsibilities at a higher level. - May 29, 2008 - Milton White Advisors
Equity Trust Company Introduces New, Advanced Web Site
Equity Trust Company, the leader in self-directed IRAs and 401(k) retirement plans, has launched an enhanced and redesigned Web site (www.trustetc.com.) - May 22, 2008 - Equity Trust Company
Visionquest Wealth Management Works with Local Universities to Recruit Top Talent
VisionQuest Wealth Management, a Raleigh-based wealth management firm, announces that Ally Baker and Nick Kolbenschlag have joined the firm. VisionQuest looks to local universities to recruit talent. “VisionQuest works in a very intense, competitive environment,” President and CEO... - May 22, 2008 - VisionQuest Wealth Management
Horticultural Asset Management, Inc. Launches TreeFactsTM Valuation and Inspection Reports
Doug Cowles, president and CEO of Horticultural Asset Management, Inc. (HMI) (www.moneygrowsontrees.com), has announced that the firm has launched a new series of inspection reports to be offered under the TreeFactsTM brand. The range of reports provides information to property owners about the... - May 22, 2008 - Horticultural Asset Management
Kent Smith of Edward Jones Receives Accredited Asset Management Specialist® Designation
Kent Smith of the financial services firm Edward Jones in Temple, TX has achieved the professional designation of Accredited Asset Management Specialist®. Smith successfully completed the Accredited Asset Management Specialist, or AAMS®, Professional Education Program from the... - May 19, 2008 - Edward Jones - Kent Smith
The Kopley Group Hires Senior Vice President/ Strategic Planning to Oversee All Divisions, Including Newly Created Real Estate Brokerage Arm, Kopley Partners
The Kopley Group, a Chicago based, nation wide, multi faceted company specializing in residential rental and new construction real estate projects, construction, brokerage, venture capital, automotive sales and banking, hired Lynne Sott Jackson as senior vice president of strategic planning. - May 18, 2008 - The Kopley Group, Inc.
Paragon Wealth Management Received Small Business of the Year Award
An investment firm in Provo, Utah received one of 12 Smoot Awards from the Provo Chamber of Commerce on May 14. - May 17, 2008 - Paragon Wealth Management
Horticultural Asset Management, Inc. Names Collier Arbor Care Premier Level Member
Doug Malawsky, executive vice president and COO of Horticultural Asset Management, Inc. (HMI) (www.moneygrowsontress.com), has announced that Collier Arbor Care has joined the Premier Level Member (PLM) Network. As a member of the PLM Network, a Collier Arbor Care certified arborist will conduct... - May 16, 2008 - Horticultural Asset Management
Judy Calder Joins Millennium Trust as Vice President, Automatic Rollovers
Millennium Trust proudly announces that Judy Calder has joined Millennium Trust as Vice President, Automatic Rollovers. - May 15, 2008 - Millennium Trust Company
Sandy Spring Bank Launches Millennium Trust’s HSA Manager Program
On April 1, 2008, Sandy Spring Bank, headquartered in Olney, MD, launched HSA Manager, Millennium Trust Company’s Health Savings Account (HSA) solution for financial institutions. - May 15, 2008 - Millennium Trust Company
Place Trade Financial Welcomes Rachel Wing as Head of Business Development
Sarah M. Place, President & CEO of Place Trade Financial, Inc., [Member FINRA, SIPC], (www.placetrade.com), a full service, discount broker and online trading firm, announced that Rachel A. Wing has joined the firm as head of Business Development. In this position, Ms. Wing will work closely... - May 02, 2008 - Place Trade Financial, Inc.
Girard Partners Hires Investment Veteran Harry "Skip" Dittmann as Vice President
Harry "Skip" Dittmann brings 35 years of financial experience to wealth management firm. - May 02, 2008 - Girard Partners Ltd.
Wealth Builders FX Launches New Personal Trading Assistant Platform
With this new product, retail investors can now take advantage of the Foreign Exchange (FOREX) market, while limiting their time commitment and reducing the emotional stress of trading. - April 26, 2008 - Wealth Builders FX, LLC
Fagan & Rawlings Expand 1031 Exchange Services by Launching 1031Junction.com
Fagan & Rawlings Capital Management, Inc. announced today the launching of their technologically advanced 1031 Exchange customer portal. The company is extremely excited about the release of their industry first technology which by design easily guides their clients’ through the difficult 1031 Exchange process. - April 23, 2008 - Fagan & Rawlings Capital Management
Technology Management Solutions Launches Managed Security Services Through Partnership with MX Logic
Managed email and web security services provide customers with first line of defense to prevent threats from entering managed networks. - April 08, 2008 - Technology Management Solutions, LLC
Banyan Rock & Talent President Named Co-Chair of Cary Ducks Unlimited
Michael Sterling is named co-chair of the Cary Chapter of Ducks Unlimited. He will be responsible for managing and coordinating fundraising events. - March 28, 2008 - Banyan Rock & Talent
Reserve Aid Announces Support from James Dondero of Highland Capital Management
Reserve Aid announced today that James Dondero, Managing Partner and President of Highland Capital Management, has been added to their list of financial contributors. Mr. James Dondero’s support for Reserve Aid is through an undisclosed monetary contribution. “Reserve Aid provides... - March 19, 2008 - Highland Capital Management, L.P.
Horticultural Asset Management, Inc. Announces Series B Financing
William Glynn, chairman and co-founder of Horticultural Asset Management, Inc. (HMI) (www.moneygrowsontrees.com), has announced that the firm is closing a $3.2 million Series B financing. The proceeds from the financing will be used to drive HMI’s commercial activity which has been created... - March 12, 2008 - Horticultural Asset Management
Anglo Irish Bank Corporation plc Pre-Close Trading Statement 6 March 2008
Anglo Irish Bank has performed strongly in the period to date and expect to report earnings per share growth of 15% in the six months to 31 March 2008. Underlying profitability has grown at a significantly higher rate but Anglo Irish Bank continue to take a prudent stance in relation to the... - March 07, 2008 - Anglo Irish Bank
Place Trade Launches Independent Registered Representatives Network
Place Trade Financial, Inc., (Member FINRA, SIPC), (www.placetrade.com), a full service, discount broker and online trading firm, announced that the firm has launched an independent network for Registered Representatives and Financial Advisors. In addition to expanding the current branch office structure; Place Trade will offer Financial Advisors the opportunity to leverage Place Trade’s experience, resources and tools for conducting full service brokerage and online trading to their clients. - March 04, 2008 - Place Trade Financial, Inc.
Equity Trust Hosts Free Tax-Day Teleseminar Series
Equity Trust Company will be hosting a "Free Tax-Day Teleseminar Series" to educate investors on how they can gain the potential tax-free profits and great tax advantages (up to a $51,000 deduction) self-directed IRAs offer, and how self-directed IRAs give them control to invest in assets they know and understand. - March 02, 2008 - Equity Trust Company
Eurekahedge Adds New Product to Its Offerings to the Alternative Investment Industry – Enhanced Equity (130/30) Fund Database
Eurekahedge announces the launch of its newest offering – the Enhanced Equity (130/30) Fund Database and Directory. This is the first platform of its kind in the industry and has a global coverage of close to 250 share classes, extending from SEC-registered funds, to offshore products as well as segregated accounts, making it a truly unique platform fully devoted to the short-extension concept. The current estimated assets under management in this sector stand at approximately US$60 billion. - March 01, 2008 - Eurekahedge
Local Wealth Strategist Achieves Certified Financial Planner Designation
Brant Spesshardt has completed financial planning and met the experience needed to use the certification marks CFP, Certified Financial Planner. - February 27, 2008 - Banyan Rock & Talent
Reggie Karas to Participate on SIFMA Panel
Reggie Karas, SVP Heath Savings Accounts, has been selected to participate in the SIFMA (Securities Industry and Financial Markets Association) Savings and Retirement Symposium on February 28-29 at the Fairmont in Washington, D.C. Ms. Karas will sit on a panel entitled “Impact of Healthcare... - February 24, 2008 - Millennium Trust Company
DoveBid® to Conduct Online "Buy Now" Sale for Cristallerie du Val Saint Lambert
DoveBid, Inc. is the leading global provider of capital asset management and valuation services. - February 02, 2008 - DoveBid, Inc.
Anglo Irish Bank Interim Management Statement1 and Chairman's Address to the Annual General Meeting, 1 February 2008
2007 has been another year of outstanding achievement for your Bank with record earnings, strong lending growth, excellent asset quality and continued development of our franchises in Ireland, the UK and North America. This excellent performance is grounded in the Group’s disciplined and... - February 01, 2008 - Anglo Irish Bank
Paragon Wealth Management Announces New Blog, ‘Money Managers Live’
Paragon Wealth Management launched a new blog today called Money Managers Live. Dave Young, President of Paragon, and Nathan White, Paragon's portfolio manager, post articles every Tuesday and Thursday about investing, buidling wealth and maximizing retirement income. - February 01, 2008 - Paragon Wealth Management
Wealth Strategist Landon Watts Partners with Independent Advisors
Landon Watts has teamed with Independent Advisors to work with clients to ensure they have affordable medical insurance coverage in order to prevent hardship as a result of a medical situation. - January 30, 2008 - Banyan Rock & Talent
Place Trade CEO, Sarah Place, Has Financial Advice Published in Balance Magazine
Sarah M. Place, President & CEO of Place Trade Financial, Inc. (Member FINRA, SIPC [www.placetrade.com]), has announced that her article entitled “Get your Financial House in Order- 8 Steps to Financial Security” was published in the January issue of Balance Magazine. “I am... - January 19, 2008 - Place Trade Financial, Inc.
Kent Thompson of Lincoln Financial Advisors Corp/Sagemark Consulting Retains Jamie Nunnelly of Wilder Ridge Communications as PR/Marketing Consultant
Kent Thompson, CFP®, a financial planner with Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and a registered investment advisor retained Jamie Nunnelly of Wilder Ridge Communications as his public relations and marketing consultant. - January 16, 2008 - Kent Thompson of Sagemark Consulting/Lincoln Advisors
Place Trade CEO Named to NC Council on Economic Education Board of Directors
Sarah M. Place, President & CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a full service discount brokerage firm based in Raleigh, NC, announced that she has been named to the NC Council on Economic Education Board of Directors. As a board member, Place will... - January 12, 2008 - Place Trade Financial, Inc.
Marc Zimmerman Named as One of 401kWire’s 2008 Hundred Most Influential
Marc Zimmerman, AIF®, Mahoney & Associates’ Vice President, Qualified Plans Consulting, has been named as one of 401kWire’s 2008 Hundred Most Influential. Marc is one of only fifteen consultants named in this exclusive group. As an influencer in the 401(k) industry, Marc has... - January 11, 2008 - Mahoney & Associates
Undiscovered Money Manager Quintuples S&P 500 Over 10 Years
Paragon’s Top Flight Portfolio’s total return was five times higher than the index. - January 09, 2008 - Paragon Wealth Management
Release of SAIL - Secure Automated Interactive Library
Background Investigations, public records research all ordered and managed through RMS's interactive system. - January 02, 2008 - FSE, LLC
Tower West Expands and Renews L-3 Communications Corporation
Stonewater Partners announced today that it has completed a lease extension and renewal with L-3 Communications Corporation at Tower West located at 6100 Bandera Road in San Antonio, Texas. L-3 expanded by 8,603 square feet and extended its term on the entire 25,000 square feet lease through 2012... - December 20, 2007 - Stonewater Partners, Inc.
Place Trade Financial Names Henderson as Client Service Manager
Sarah M. Place, President & CEO of Place Trade Financial, Inc., a full service discount broker and online trading firm, announced that Krista Henderson has been named as Client Service Manager. In this position, Ms. Henderson will oversee client services, work closely with Financial Advisors,... - December 12, 2007 - Place Trade Financial, Inc.
Place Trade Financial Adds Wayne Moore to Raleigh Branch
Sarah M. Place, President & CEO of Place Trade Financial, Inc., a full service discount broker and online trading firm, announced that Wayne Moore has joined Place Trade as administrative assistant. In this position, Moore will assist with client service issues, provide administrative and... - December 11, 2007 - Place Trade Financial, Inc.
Marc J. Lane Wealth Group Hires Senior Vice President for New Role
The Marc J. Lane Wealth Group announces that Daniel T. Allen has joined Marc J. Lane Investment Management, Inc. as Senior Vice President to manage all wholesale sales operations for Advocacy Investing® Separately Managed Accounts. - December 07, 2007 - Marc J. Lane Wealth Group
Horticultural Asset Management, Inc. Establishes National Provisioning Relationship with Bartlett Tree Experts
Doug Cowles, president and CEO of Horticultural Asset Management, Inc. (HMI) (www.moneygrowsontrees.com), has announced that his company has reached an agreement with Bartlett Tree Experts (www.bartlett.com), a nationwide provider of tree and shrub care services. Under this new agreement, Bartlett... - November 28, 2007 - Horticultural Asset Management
Undiscovered Money Manager
Former magician and avid hunter, Provo money manager has been a secret in Provo for over 20 years. David Young, President of Paragon Wealth Management, manages the Top Flight Portfolio which has consistently outperformed the S&P 500 over the past 10 years. He has been so focused on managing... - November 28, 2007 - Paragon Wealth Management
Horticultural Asset Management Announces Wildfire Preparedness Program
Doug Malawsky, executive vice president of Horticultural Asset Management, Inc. (HMI), has announced that the company is now offering an innovative tool for evaluating a property’s wildfire preparedness. HMI’s Wildfire Preparedness Assessment (WPA) consists of an on-site evaluation of a... - November 15, 2007 - Horticultural Asset Management
Horticultural Asset Management, Inc. Selected by Fireman’s Fund to Support Comprehensive Landscape Insurance Program
Doug Cowles, president and CEO of Horticultural Asset Management, Inc. (HMI), has announced that his company has signed an agreement with Fireman’s Fund Insurance Company (FFIC) to provide landscape assessments and valuations for FFIC’s clients, agents and employees. The Program will... - November 12, 2007 - Horticultural Asset Management
Horticultural Asset Management, Inc. Announces New Product Promotion
Doug Cowles, president and CEO of Horticultural Asset Management, Inc. (HMI), has announced the firm’s new product promotion. The promotion allows HMI’s affiliates, or their clients, to purchase a HMI Horticultural Assessment for an initial processing fee of $89 with the balance due at... - November 06, 2007 - Horticultural Asset Management
Macroaxis Releases Alpha Portfolio Toolset for Mobile Devices
Macroaxis Corporation, a software company specializing in delivering portfolio optimization technologies to mainstream investors, announced its alpha release of portfolio management toolset for mobile devices. - November 06, 2007 - Macroaxis Corporation
Raleigh Wealth Strategist Named President of Community Partnerships Board
Brant Spesshardt, a Raleigh-based wealth strategist with Banyan Rock and Talent, has been named president of the board of directors for Community Partnerships, Inc. (CPI). - November 02, 2007 - Banyan Rock & Talent
Landon Watts, Local Wealth Strategist, Attends Global Strategy Meeting
W. Landon Watts, a financial strategist, attended the Van Kampen Investments Global Strategy meeting in Chicago on September 6. - November 01, 2007 - Banyan Rock & Talent
Self Directed Retirement Accounts Focus of Discussion at US Wealth Summit
Beyond Traditional Markets. Capital Market Solutions, LLC (“CMS”) is at the forefront of the Financial Services Industry. CMS’s innovative concepts are bridging the gap between traditional and non-traditional investments with use of the Self Directed Retirement Account (“SDRA”). - October 31, 2007 - Capital Market Solutions, LLC