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Within Asset Management
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.
Stonewater Expands New England Portfolio with Nashua, NH Acquisition
Stonewater Partners announced today that it has closed on the purchase of Executive Tower located at 61 Spit Brook Road in Nashua, New Hampshire. Executive Tower is a 58,719 square foot Class A office building leased to seven tenants and is 83% leased. The Property is ideally located at Exit 1 of... - January 05, 2007 - Stonewater Partners, Inc.
Stonewater Acquires Tower West in San Antonio, TX
Stonewater Partners announced today that it has closed on the purchase of Tower West located at 6100 Bandera Road in San Antonio, Texas. Tower West is a 138,657 square foot Class A mid-rise office building leased to 22 tenants and is 73% leased. The building is currently 73% leased to major... - December 02, 2006 - Stonewater Partners, Inc.
Financial Planner Rocks Out for Charity
Financial planner, Rich Winer and his celebrity bandmates Hugh Laurie, James Denton, Greg Grunberg, Bonnie Somerville and Bob Guiney are donating their time and musical talents to raise millions of dollars for charity as members of the celebrity rock group Band From TV. - October 12, 2006 - Winer Wealth Management, Inc.
Winer Wealth Management, Inc. Offers Complete IRA Care Solution
Winer Wealth Management, Inc. in Woodland Hills, California is now offering The Complete IRA Care Solution, a comprehensive IRA distribution planning program designed by nationally recognized IRA expert Ed Slott. The program, which covers more than 150 key areas of IRA distribution planning, is available exclusively through the members of Ed Slott's Elite IRA Advisor Group. - October 12, 2006 - Winer Wealth Management, Inc.
Leading Provider of Exchanged Traded Fund (ETF) Managed Accounts Offers Free Book for Download at www.etfaccount.com
Good Money – Bad Investments - August 25, 2006 - Efficient Market Advisors, LLC
San Diego Based Efficient Market Advisors, LLC Selected as One of The 10 Most Dependable™ Wealth Managers of Southern California
Efficient Market Advisors, LLC has been selected by Goldline Research as one of the 10 Most Dependable™ Wealth Managers of Southern California. The list of the 10 Most Dependable Wealth Managers of Southern California is scheduled to be published in the November issue of Southwest Airlines... - August 25, 2006 - Efficient Market Advisors, LLC
Valley Crest Tree Company Joins Horticultural Asset Management’s Field Assessment Network
Leading Tree Supplier and Mover Joins Network to Provide Horticultural Assessment Services. - August 21, 2006 - Horticultural Asset Management
Horticultural Asset Management Adds Bartlett Tree Experts To Field Assessment Network
Leading Tree Care Company To Perform HMI Horticultural Assessments. - August 09, 2006 - Horticultural Asset Management
Horticultural Asset Management Establishes New Tool for the Real Estate Industry
Horticultural Assessments Provide Real Estate Professionals With Additional Tool When Selling A Property. - July 27, 2006 - Horticultural Asset Management
Horticultural Assessments Provide Replacement Values for Trees and Shrubs
Horticultural Asset Management develops new product to help property owners protect their investments. - July 18, 2006 - Horticultural Asset Management
Ai Financial Forum - Small Group Series - Retirement Start Now
In a comfortable, small group setting, Ai Financial will discuss why it’s important to begin investing now for retirement and how you can assess your retirement income needs. In addition, they’ll touch upon retirement investment options and steps you can take to help you realize your... - July 18, 2006 - Williams Wealth Management
Place Trade Financial, Inc. Launches State of the Art Trading Platform
Sarah M. Place, President & CEO of Place Trade Financial, Inc., announced that Place Trade successfully launched a new state of the art trading platform. The new web-based market data application is provided by QuoteMedia. This award winning application provides unique financial content with complete access to comprehensive real-time market data, quotes, charts, news, option chains, Level II, research information and more. - July 18, 2006 - Place Trade Financial, Inc.
HMI Names Davey Tree Expert Company Exclusive Field Network Trainer
Premier tree care industry training organization to develop specialized curriculum for HMI Field Assessment Network. - June 29, 2006 - Horticultural Asset Management
Pacific Innovations Launches Financial Strategies In The Information Age; First Interactive Software Teaching Financial Independence
Realize your Tax Freedom Day earlier in the year. Proven financial strategies taught through computer-based training program using video, audio, text, and interaction for a customized experience with end users. - June 22, 2006 - Pacific Innovations Ltd.
Efficient Market Advisors, LLC Announces Acquisition of T.O. Richardson Company, Inc. Transaction Closed April 28, 2006
Leading Manager of Exchange Traded Fund Seperately Managed Accounts Completes Strategic Acquisistion. - May 01, 2006 - Efficient Market Advisors, LLC
Pitchlets - a New Concept for Rapid Distribution and High-impact Presentation of Financial Analytics
Pitchlets™ facilitate the rapid distribution of financial analytics to large audience groups – enabling interactive scenario analyses, presentation of investment recommendations, performance results and attributions. Using advanced visualization techniques, Pitchlets™ use high-impact graphical representations of complex financial models, and are ideal for situations that require interactive communication of multi-dimensional analytics with a need for dynamic scenario analysis. - April 03, 2006 - Macroaxis Corporation
$26.5 Million Construction Loan Arranged for Grand Rapids Condominium Development
Chicago Capital Management Group arranges $26.5 million construction loan for Grand Rapids, MI condominium development - August 12, 2005 - The Chicago Capital Managment Group