Recent Headlines
Within Asset Management
Place Trade CEO Serves on Speaking of Women’s Health Committee
Sarah M. Place, President & CEO of Place Trade Financial, Inc., a global full service, discount broker and online trading firm, announced that she served on a 2007 Speaking of Women’s Health steering committee in Raleigh. This two day event aimed to provide every woman with the resources... - October 30, 2007 - Place Trade Financial, Inc.
Total Portfolio Daily Profit and Loss Dynamic Indicator is Integrated
Macroaxis Corporation, a software company specializing in on-demand solutions for the wealth management sector, integrated a total portfolio daily profit and loss indicator. The dynamic value indicator is an additional component complementing its existing portfolio management framework, and... - October 19, 2007 - Macroaxis Corporation
Horticultural Asset Management, Inc. Names Superior NW Tree and Shrub Care, Inc. Premier Level Member
Doug Cowles, president and CEO of Horticultural Asset Management, Inc., has announced that Superior NW Tree And Shrub Care, Inc. has joined the Premier Level Member (PLM) Network. As a member of the PLM Network, a Superior NW certified arborist will conduct landscape assessments on residential and... - October 16, 2007 - Horticultural Asset Management
Companies to Provide Innovative Financial Planning Benefit for Workers
It’s common in today’s society for individuals and families to be concerned with their financial security. Current cash flow, debt reduction, the prospects of retirement, the possibility of outliving those funds, and much more equal to common concerns of the majority of today’s Americans. - October 16, 2007 - Financial Action, Inc.
Blue Prairie Group's Wealth Management Practice Continues to Grow
Blue Prairie Group's Wealth Management Practice continues to grow with addition of new Management Planner - October 16, 2007 - Blue Prairie Group
Beyond Traditional Markets - Self Directed Retirement Accounts
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 12, 2007 - Capital Market Solutions, LLC
Risk Management Solutions Offers Environmental Liens Searches
Due to the changes mandated by the EPA’s new All Appropriate Inquiry rule and the associated ASTM E 1527-05 standard that have increased the importance on the requirements for searches on environmental liens, Risk Management Solutions is offering a special service to all their clients that... - October 09, 2007 - FSE, LLC
Mahoney & Associates Appoints Kirk Colwell as Senior Consultant
Mahoney & Associates expands its strategic consulting team with the addition of Kirk Colwell. - October 07, 2007 - Mahoney & Associates
Bridge Advisors, Inc. and Equities Magazine to Sponsor Webcast Series Produced by The Options Institute at CBOE
Investment advisor Bridge Advisors, Inc. and Equities Global Communications, publishers of Equities Magazine and hosts of "Equities Corporate Conferences," announced a joint sponsorship program with The Options Institute, the education division of the Chicago Board Options Exchange, to produce a monthly webcast series for executives, high net-worth investors and their advisors. - October 05, 2007 - Bridge Advisors, Inc.
Risk Management Solutions New Interactive System
Risk Management Solutions announced today they are in the final stage of developing a new interactive system for Fund of Funds, Hedge Funds and any investment market. This new technology will give their clients the most efficient and thorough way to provide ordering background investigations. This... - October 04, 2007 - FSE, LLC
Mahoney & Associates Grows Again with Addition of Key Staff Members
Mahoney & Associates fills three strategic management positions. - September 26, 2007 - Mahoney & Associates
Stonewater Sells Park Center I for $73 Million
Stonewater Partners announced today the disposition of Park Center I in Alexandria, VA for $73 million. The 14-story, 232,123 square foot office building was 100% leased, primarily as the headquarters for two US Government agencies: the USDA’s Food and Nutrition Services and Department of... - September 20, 2007 - Stonewater Partners, Inc.
Place Trade CEO Receives Women in Business Award from Triangle Business Journal
Sarah M. Place, President & CEO of Place Trade Financial, was named by Triangle Business Journal as a 2007 Women in Business Awards winner. The award recognizes Sarah for her success and dynamic leadership. She was presented with her award at the 10th annual luncheon and ceremony. The very... - September 14, 2007 - Place Trade Financial, Inc.
Bridge Advisors Taps Robert C. Bernard to Head Alternative Investment Advisory and Consulting Business
Bridge Advisors, Inc. (Chicago, IL), an investment advisor specializing in alternative investment consulting and education, has appointed financial industry veteran Robert C. Bernard as the firm’s president. - September 01, 2007 - Bridge Advisors, Inc.
PENSCO Trust CEO and Founder Tom Anderson Speaks at Department of Labor Hearing
On July 31st, Tom Anderson, CEO and Founder of PENSCO Trust Company, provided oral testimony at the request of the Department of Labor (DOL) at a public hearing to discuss the feasibility and ramifications of the application of computer model investment advice programs for Individual Retirement Accounts - August 29, 2007 - PENSCO Trust Company
Place Trade Sponsors Women in Law Enforcement Champion Softball Team
Sarah M. Place, President & CEO of Place Trade Financial, Inc., a full service, discount broker and online trading firm, announced that Place Trade is a proud sponsor of the Texas Outlawz. This champion softball team made up of women in law enforcement will be returning to Las Vegas August 15th... - August 18, 2007 - Place Trade Financial, Inc.
Secrets of Self-Directed IRA Investing Revealed at PENSCO Trust’s Free Educational Event for Financial & Real Estate Professionals in Boston on September 20th 2007
PENSCO Trust Company, a leading custodian for self-directed IRAs, is hosting free educational and networking events for attorneys, real estate professionals, CPAs and financial planners to provide information about important rules and reveal hidden opportunities for tax-deferred and tax-free retirement planning using self-directed investing. The next seminar is Thursday, September 20th in Boston, MA. - August 17, 2007 - PENSCO Trust Company
Raleigh Wealth Strategist Raises Money for Community Partnerships
Brant Spesshardt, a Raleigh-based wealth strategist with Banyan Rock and Talent, announced today that he will make a donation to Community Partnerships, a local non profit organization that supports those who live with disabilities and other challenges. Spesshardt is making the donation in honor... - August 08, 2007 - Banyan Rock & Talent
Raleigh Financial Advisor Attends Berkshire Hathaway’s Annual Meeting
Michael Sterling, president and CEO of Banyan Rock & Talent, a Raleigh-based collaboration of wealth strategists, announces today that he attended the 2007 Berkshire Hathaway Annual Shareholder's Meeting. This is the third consecutive year Sterling has attended the largest shareholder meeting... - August 08, 2007 - Banyan Rock & Talent
Bridge Advisors to Educate Investors, Advisors and Institutions with Alternative and Option Strategy Consulting Services
Through their alternative strategy and investment consulting services, newly launched Bridge Advisors, Inc. (Chicago, IL) works directly with investors and their advisors to help them understand, identify and develop allocation strategies to fit their individual objectives and risk profile. - August 04, 2007 - Bridge Advisors, Inc.
Clutch Financial Solutions Launches New Website: www.clutchfinancial.com
Clutch Financial Solutions is pleased to announce the launch of its new website. This website offers a clean and unhindered look into the primary elements of the company including its founding information, services offered and client access to their online portfolios. Clutch Financial Solutions... - August 01, 2007 - Clutch Financial Solutions
Hedge Fund Solutions and Risk Management Announce Partnership
Hedge Fund Solutions (HFS) and Risk Management Solutions (RMS) announced today they are partnering together in order to feature comprehensive background investigations as part of HFS’s services to their clients. These reports enable fund of fund managers, individual high-net-worth qualified... - July 17, 2007 - FSE, LLC
Allgen Financial Services, Inc. Acquires Good Risk Reward, Inc.
Allgen Financial Services, Inc. acquires Good Risk Reward, Inc. in order to solidify its position in the market as a full service retirement planning institution. Through the acquisition of Good Risk Reward, Allgen will now offer self-investor training and improve its wealth management services. - July 13, 2007 - Allgen Financial Services, Inc.
John N. Rallis II, CPA Joins Allgen Financial Services, Inc. as CFO
Allgen Financial Services, Inc. has a new Senior Partner and CFO. John N. Rallis II, CPA has joined Allgen to help manage the fiduciary responsibilities of the firm. In addition, he will be a vital resource to Allgen's retirement planning, estate planning and business succession planning services. All clients will now be served and managed by a financial advisor, portfolio manager, and professional tax strategist. - July 13, 2007 - Allgen Financial Services, Inc.
Liberty Financial Group Reports Over 3,000 Loan Originators Attend the Strategic Equity Summit
Mortgage professionals flock to the largest industry event of its kind to learn mortgage planning techniques that help borrowers safely and conservatively reach their financial goals. - July 04, 2007 - Liberty Financial Group
Capricorn Nominated by Financial News
In the upcoming awards for Excellence in Hedge Fund Operations, Capricorn is nominated in the category for Best Operator in Managed Futures, Single Manager. - June 08, 2007 - Capricorn Strategies
Winners of the Asian Hedge Fund Oscars
Nineteen awards were presented at Asia’s largest and most prestigious hedge fund Oscars, held last night at the Ritz Carlton hotel in Singapore with close to 500 guests from the industry attending. Coupland Cardiff’s CC Asia Absolute Return Fund picked up the coveted Best Asian and... - May 27, 2007 - Eurekahedge
Stonewater Acquires One North State Street in Chicago
Stonewater Partners announced today that it has closed on the purchase of One North State Street located in Chicago, Illinois. One North State is a 523,000 square foot historic office building currently 48% leased to five tenants. The Property was built in 1912 by the firm Holabird & Roche... - May 13, 2007 - Stonewater Partners, Inc.
Finally a New Educational Resource for Self-Directed IRAs
Equity Trust Company now has a blog where people can come together and share insight, tell a story, or make suggestions. Come visit their new blog site and educate yourself. - May 13, 2007 - Equity Trust Company
PENSCO Trust Helps Investors Expand their IRA Investment Options to Include Real Estate, Notes, Private Businesses and More with Self-directed IRAs
Self Directed IRA free educational and networking events hosted by PENSCO Trust will be held in various cities throughout the country. The next event is on Thursday, May 17th in Dallas, TX. These industry leading events are for tax attorneys, CPAs, financial advisors, real estate & mortgage professionals who want to tap this emerging market and learn the rules about self-directed IRAs and the new Solo(k). - May 12, 2007 - PENSCO Trust Company
Equity Trust Company Hosts Tax-Free Wealth Seminars Across the United States; Seminars Educate Investors on Self-Directed IRA Growth Possibilities
Equity Trust Company is making special appearances across the United States to host Tax-Free Wealth Seminars. A self-directed retirement expert will present the benefits self-directed IRAs can provide investors today and in the future. Equity Trust Company will travel to the following cities: Baltimore/Washington D.C., Dallas/Fort Worth and Houston. - May 05, 2007 - Equity Trust Company
Local Wealth Strategist Achieves Mortgage Specialist Designation
Michael Sterling, president and CEO of Banyan Rock & Talent, a Raleigh-based collaboration of wealth strategists, announced today that W. Landon Watts, a financial strategist, added the Mortgage Specialist designation to services provided through AIG Bank Mortgage Solutions. Watts has achieved... - May 03, 2007 - Banyan Rock & Talent
Place Trade CEO Serves as InvestWrite® Judge for National Writing Competition
Sarah M. Place, President & CEO of Place Trade Financial, Inc., a full service discount brokerage firm based in Raleigh, NC, has announced that she served as a judge for InvestWrite®, an innovative national writing competition, produced by The Stock Market Game program and sponsored by the... - April 24, 2007 - Place Trade Financial, Inc.
Hedge Fund Regulation Front and Center at 2007 Milken Institute Global Conference
With the record level of assets under management, the power to influence markets and effect corporate change, and the freedom to speculate on anything from interest rates to weather, hedge funds are important for the liquidity and efficiency of financial markets. With such power, however, who is keeping an eye on behalf of the public and investors? With a change in Congress and an upcoming presidential election, will hedge-fund regulation become an issue in 2007? What are the likely scenarios? - April 21, 2007 - Public Insight LP
Banyan Rock & Talent Wealth Strategist Joins Network of Socially Responsible Investment Advisors
Darron Stover announces today that he has become a member of First Affirmative Financial Network, a network of socially responsible investment (SRI) advisors. - April 16, 2007 - Banyan Rock & Talent
Rich Winer Named to Guitar Center Music Foundation's Board of Directors
Financial planner, Rich Winer has been named to The Guitar Center Music Foundation's board of directors. The foundation provides funding and resources for in-school and after-school music programs throughout the United States. - April 16, 2007 - Winer Wealth Management, Inc.
Jacobs & Burns Speaks Out Against the Bank of Japan's Proposed Interest Rate Increases
Speaking from their corporate headquarters in Tokyo, Jacobs & Burns spokes person, Mr NG Nagasaki spoke out against the Bank of Japans proposed interest rate increases. - April 13, 2007 - Jacobs & Burns
Banyan Rock & Talent Announces New Vice President
Michael Sterling, president and CEO of Banyan Rock & Talent, a Raleigh-based collaboration of wealth strategists, announces today the addition of Steven Canali as vice president. This addition to the staff represents the firm’s philosophy of strength, growth and diversification through... - April 12, 2007 - Banyan Rock & Talent
Banyan Rock & Talent Wealth Strategist Inducted to Chairman’s Council
W. Landon Watts, a financial strategist with Banyan Rock & Talent, has been inducted to the Van Kampen Investments Chairman’s Council. - April 09, 2007 - Banyan Rock & Talent
Banyan Rock & Talent Celebrates 21st Anniversary
Banyan Rock & Talent celebrates continued success despite trends that have caused many similar financial institutions to merge, change names or go out of business in the past two decades. - April 05, 2007 - Banyan Rock & Talent
Mahoney & Associates Prepares for Exceptional Growth Strategy in 2007 - Appoints Five Key Staff Members
Mahoney & Associates fills five strategic management positions during the first quarter of 2007. - March 31, 2007 - Mahoney & Associates
Self Directed IRA Free Event by PENSCO Trust Company will be Held in Fort Lauderdale, Florida on April 19th, 2007
Self Directed IRA free educational events hosted by PENSCO Trust Company will be held in various cities throughout the country at no charge. These free Mini-Symposiums are for tax attorneys, CPAs, financial advisors, real estate & mortgage professionals who want to tap the emerging self directed IRA market. - March 28, 2007 - PENSCO Trust Company
Ascension Securities Ltd Announce Their Appointment as Corporate Advisers to Phoenix Resources Plc
Ascension Securities Ltd are pleased to announce that they will be acting as corporate advisers to Phoenix Resources PLC, which was incorporated in April 2006 in order to take advantage of opportunities to acquire working interests in three oil and gas prospects in Western Australia through farmin... - March 24, 2007 - Ascension Securities Ltd
Ascension Securities Ltd Announce their Appointment as Corporate Advisers to Bushveld Platinum Plc
Ascension Securities Ltd are pleased to announce that they will be acting as corporate advisers to Bushveld Platinum Plc, which was incorporated in July 2006 in order to acquire and develop Platinum Group Metals mining exploration properties in the Bushveld Complex of South Africa. The Bushveld... - March 24, 2007 - Ascension Securities Ltd
Self-Directed IRA Events Launched by PENSCO Trust Company
Self-Directed IRA educational events hosted by PENSCO Trust Company will be held in various cities throughout the country at no charge. These free mini-symposiums are for tax attorneys, CPAs, financial advisors, real estate & mortgage professionals who want to tap the emerging self-directed IRA market. - March 12, 2007 - PENSCO Trust Company
Retirement Capital Group Announces 2007 Executive Compensation & Benefits Forum
Retirement Capital Group, Inc. (RCG), a national organization dedicated exclusively to developing innovative and strategically-oriented solutions for benefit and compensation issues, is proud to announce its 2007 Executive Compensation & Benefits Forum. In light of the major changes... - March 08, 2007 - Retirement Capital Group
Capricorn Currency Funds Now Available
The Capricorn Currency Programs are now available to investors as both a Managed Account and a Fund setup. - February 24, 2007 - Capricorn Strategies
Altium Group Expands Product Line and Distribution
Altium Group, LLC, one of the fastest growing field marketing organizations (FMOs) of financial services in the country, is expanding its product offering to include Life Insurance, Annuities, Long Term Care Insurance and Premium Financing. In addition, Altium will expand its distribution channel to both registered securities brokers as well as non registered insurance agents. - February 20, 2007 - Altium Group LLC
Capricorn Launches New Investment Product
Currency specialist Capricorn Asset Management is launching a new Intra-Month, Systematic Currency strategy, the “Capricorn fxMT (Growth)” program. - February 01, 2007 - Capricorn Strategies
Stonewater Extends Verizon Wireless Lease at Suburban Chicago Facility
Stonewater Partners announced today that it has extended a Verizon Wireless lease for the entire 127,280 square foot Class-A office building in Chicago, IL located at 777 Big Timber Road. Commenting on the transaction, Jeffrey Toporek, a Stonewater principal, stated, "We are excited... - January 05, 2007 - Stonewater Partners, Inc.