Recent Headlines
3 MassMutual Greater Houston Agents Earn Professional Designation in Family Business Planning
Three financial services professionals with MassMutual Greater Houston – a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) – have earned the Certified Family Business Specialist (CFBS) designation. MassMutual Greater Houston Midtown shows commitment to business owners and their planning needs through continuing professional education. - July 25, 2017 - MassMutual Greater Houston
INTAC Announces Its ASPPA Certification Renewal for Retirement Plan Service Provider Excellence
Intac Actuarial Services, Inc. earns it's CEFEX (Centre for Fiduciary Excellence) certification renewal for the fifth consecutive year. - July 21, 2017 - Intac Actuarial Services, Inc.
Advance Capital Management Named to 2017 Financial Times 300 Top Registered Investment Advisers
Michigan-based financial advisory firm Advance Capital Management has been named one of the 2017 top financial advisers by the Financial Times. - June 24, 2017 - Advance Capital Management
Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year at Annual Awards Conference
“We are honored to receive this award, which reflects our team’s commitment to work together to provide exceptional service to our clients,” said Palmerino. “Our team is what sets us apart from others.” - May 18, 2017 - CCR Wealth Management
David Borden of CCR Wealth Management Named to 2017 Financial Times 400 Top Financial Advisers
David Borden has been named to the 2017 edition of the Financial Times 400 Top Financial Advisers. The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S. - April 06, 2017 - CCR Wealth Management
Digital Legacy Becomes More Important and There is a Smart Way to Protect It with Vivala.me
As people increasingly shift their lives online, they create digital assets and memories that need protection after death. Making a will to dispose of tangible assets is no longer enough. In addition, it's now important to secure the digital assets and to make sure person’s loved ones have access to the treasured memories stored online. - March 30, 2017 - Vivala.me
Vivala.me - a Unique Service That Helps to Protect Your Digital Legacy
Vivala.me is a new service that allows internet users and their loved ones enjoy the peace of mind that comes when they make arrangements for digital legacy to pass to others smoothly. With Vivala.me, people can simplify and control how their online profiles and accounts are managed, and they can be sure their loved ones have access to the memories and documents they know they will treasure. - March 28, 2017 - Vivala.me
Retailer Asos Boosts U.K. Sourcing After Pound's Brexit Fall - Wismuller Gunter
Asos Plc, Britain's largest online-only fashion retailer, plans to double its U.K. manufacturing as the pound's post-Brexit plunge makes domestic production more affordable. - December 14, 2016 - Wismuller Gunter
Wismuller Gunter: Philips to Sell Lumileds to Apollo at Discounted $2 Billion
Royal Philips NV agreed to sell a majority stake in its lighting components unit to Apollo Global Management LLC in a cut-price deal valued at $2 billion after a U.S. national security panel blocked a more lucrative transaction with a Chinese buyer almost a year ago. - December 14, 2016 - Wismuller Gunter
Cedar Brook Group’s Azim Nakhooda Celebrates 20th Anniversary
Azim Nakhooda, Cleveland Financial Advisor and a Partner and Principal of Cedar Brook Group celebrates 20 years of service. - December 10, 2016 - Cedar Brook Financial Partners LLC
Wismuller Gunter: Here's One Sign That Markets Believe in Trump's "America First" Policy
Wismuller Gunter: Here's One Sign That Markets Believe in Trump's 'America First' Policy. Emerging markets, thumped by Trump? - November 27, 2016 - Wismuller Gunter
Wismuller Gunter Foresees Emerging Asia's $11 Billion Outflow on Dollar's Rally
Wismuller Gunter reports that global funds sold about $11 billion of equities and bonds in Asia's emerging markets after Donald Trump's victory in the U.S. presidential election as expectations for his economic policies sent Treasury yields higher and sparked the dollar's strongest rally in eight years. - November 27, 2016 - Wismuller Gunter
Zarvic Brothers Offers Diversified Exposure to Private Equity with Innovative Vero Fund
Zarvic Brothers LLC announces the launch of Zarvic's Vero Fund. Building off Zarvic's annualized 36% return from the past few years, Zarvic has launched the new Vero Fund fund based on the same strategy. - November 23, 2016 - ZarVic Brothers LLC
Zarvic Brothers Facilitates the Sale of a $6.2 Million Apartment Complex
Zarvic Brothers has successfully facilitated the sale of a 111 unit suburban apartment complex in western New York State. The complex features spacious garden style apartments, located in a park like setting. The luxury units are larger than your average apartment size. The acquisition closed in... - November 18, 2016 - ZarVic Brothers LLC
Chicago-Based PlanPILOT Adopts Chicago-Based Startup’s eRFP Technology
The web-based Request for Proposal solution will allow PlanPILOT to digitize firm-wide RFPs, from a once cumbersome process. - November 09, 2016 - InHub
Cedar Brook Group's Azim Nakhooda Explains Why Wealth Redistribution is a Bad Idea
Azim Nakhooda, Cleveland financial advisor, explains wealth redistribution and its impact. - November 05, 2016 - Cedar Brook Financial Partners LLC
Millennials & Risk Management, a Timely Analysis by Azim Nakhooda, Principal and Partner at Cedar Brook Group
Azim Nakhooda, Cleveland financial advisor and student of the millennial generation, identifies the generation’s take on risk management. - October 27, 2016 - Cedar Brook Financial Partners LLC
James Lamont and Lamont Financial Services Offer Cost Segregation Services
Tax savings available for commercial building owners. - October 15, 2016 - Lamont Financial Services
"European Telecoms Market is Stable and Beating Expectations," Says Wismuller Gunter Analyst
Vodafone, the British telecommunication giant, has completed its two-year spending plan that has amounted to more than tens of billions of dollars. It has been upgrading operations around the world, mainly Europe, where it generates over two-thirds of its overall sales. This gargantuan spending... - September 26, 2016 - Wismuller Gunter
Joseph A. Weber, CFS AAMS CPFA Named to 2016 Financial Times 401 Top Retirement Plan Advisers
Joseph A. Weber, an investment advisor representative of Voya Financial Advisors, is pleased to announce that he has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution... - September 24, 2016 - IFS
Wismuller Gunter is Looking for the Potential Benefits in Europe
Wismuller Gunter is looking for the potential benefits. - September 23, 2016 - Wismuller Gunter
Analysts at Wismuller Gunter Focused on Green Energy and Renewables
The renewables sector has been a favorite for investors for many years now and the analysts at Wismuller Gunter are raising their forecasts for the sector. Following the release of the Wismuller Gunter’s energy investment report, we can see a significant re-orientation of global energy... - September 19, 2016 - Wismuller Gunter
Matt Kavanagh - Notre Dame All American - Joins Greywolf Execution Partners
Matt Kavanagh was one of the captains of the team that anchored the Notre Dame offense to the National Championship game in 2014 and the Final Four in 2015. In his new capacity, Kavanagh will focus on business development and sales working with endowment officers, hedge fund and institutional asset managers throughout North America. - September 15, 2016 - Greywolf Execution Partners
Brexit and the Global Economy, a Perspective by Azim Nakhooda, Principal and Partner at Cedar Brook Group
Azim Nakhooda, Cleveland financial advisor, provides commentary on the global markets. - August 28, 2016 - Cedar Brook Financial Partners LLC
Zarvic Brothers Announces Formation of Shareholder Committee to Review Strategic Alternatives for GEI Global
Zarvic Brothers (“Zarvic”) today announced the formation of a committee of independent shareholders of GEI Global (“GEIG”). (the "Committee”) to consider various strategic alternatives potentially available to the company. The formation of the committee is not in response to any proposal received by the company or an approach by a third party. - August 17, 2016 - ZarVic Brothers LLC
Bill Rispoli, Registered Investment Advisor Joins Salem Advisory Group, LLC
Salem Advisory Group would like to welcome Bill Rispoli as one of our valued Investment Advisor Representatives. Not a stranger to hard work or crunching numbers, Bill learned the electrical trade from his father at an early age. However, the world of finance became his focal point as a student at... - August 10, 2016 - Salem Advisory Group, LLC
Startup Investments Announces Free of Charge Services for Qualified Businesses, Low Income Individuals, Churches and Non-Profit Organisations
Startup Investments to now offer Gratis Services to qualified businesses, low-income individuals, Churches and non-profit organizations. “We are staying true to our mission statement and we are holding out our claim of never to put monetary gains ahead of our services and values,” said... - August 03, 2016 - Startup Investments
Startup Investments Announces a New Branch Opening in Las Vegas, Nevada in the Fourth Quarter of 2016
Startup Investments to open a branch in the last quarter of 2016 on Warm Springs Road in Las Vegas Nevada to better serve their clientele in Nevada and surrounding states. This is first of the 10 branches that Startup Investments to open and the management of Startup Investments couldn’t be more excited. They plan to have bilingual colleagues who will offer services in Spanish and English. - July 26, 2016 - Startup Investments
Joseph Biondolillo of Biondolillo Financial Recognized as #1 Broker, Guardian Life
Joseph Biondolillo receives recognition from Northeast Planning Corporation for his accomplishments over the last few years. - July 07, 2016 - Biondolillo Financial
Financial Advisor Celebrating 10 Years with Firm
Michael W. Mandarino, a West Point Graduate and currently a financial advisor, is celebrating 10 years with Intervest International Equities Corporation. - July 07, 2016 - 123-Investing
Azim Nakhooda, Principal and Partner at Cedar Brook Group, is Elected to the National Board Committee of the Arthritis Foundation
Azim Nakhooda, Cleveland financial advisor and ardent supporter of the Arthritis Foundation, starts a 2 year term on the national investment committee. - July 01, 2016 - Cedar Brook Financial Partners LLC
Qooter App Tool to Compare Insurance Quotes for Independent Agents
Many agents and financial advisors search for legitimate ways to compare quotes online for insurance, and the Qooter Team hopes to end that search with this new app. Qooter is a very simple tool, where you just click a few basic dropdowns and the app will compare prices among many top rated... - June 25, 2016 - Mintco Financial
David Borden of CCR Wealth Management Named to 2016 Financial Times 400 Top Financial Advisers
David Borden of CCR Wealth Management is pleased to announce that he has been named to the Financial Times 400 Top Financial Advisers, as of March 31, 2016. The list recognizes top financial advisers at traditional broker-dealer firms from across the U.S. This is the fourth annual FT 400 list,... - June 22, 2016 - CCR Wealth Management
Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year at Annual Awards Conference
Mark Palmerino, financial consultant and partner at CCR Wealth Management, recently attended Cetera Advisors’ annual awards conference where he accepted the Ensemble of the Year award on behalf of his firm. This team of top producing, seasoned professionals gained this honor by leveraging... - June 21, 2016 - CCR Wealth Management
Growth for CCR Wealth Management
David Borden, Managing Partner says, “Since inception in 1998 our firm has grown from a startup entity to a team of 16 that manages more than $1.1 billion in assets for individuals, corporations, retirement and pension plans and nonprofit organizations. Along with our past growth, we continue to grow the practice at some 20 percent per year. Adding these professionals to our team will allow us to keep up with that growth and give our clients the excellent service they expect.” - June 14, 2016 - CCR Wealth Management
Cedar Brooks’ Howard Slater Coaches Teens on Financial Literacy
Howard Slater, partner and principal of Cedar Brook Financial Group, and consummate volunteer devoted to teaching financial literacy to students, completed courses at two Cleveland schools. - May 16, 2016 - Cedar Brook Financial Partners LLC
McElhenny Sheffield Capital Management Announces Succession Plan Partnership with Spar Investment Counsel
As part of their continuing commitment to clients regarding sustainability and longevity of their successful execution of client investment objectives, McElhenny Sheffield Capital Management (MSCM) is pleased to announce that the Spar Investment Counsel team has joined the firm. - May 13, 2016 - McElhenny Sheffield Capital Management
Joyo Financial to Provide Retail Investors’ Access to IPO
At a recent technology expo SXSW in Austin, Texas, USA, Charles Leung, Chief Investment Officer with Joyo Financial Ltd gave an insight into what's in store for this year. - March 25, 2016 - Joyo Financial
Nick Fortune on the Secrets of the Wealthy | Fortune DNA
Tax strategist, keynote speaker, and seasoned entrepreneur Nick Fortune talks about why the wealthy are so wealthy, and how businesses become successful. - February 18, 2016 - Fortune DNA
Insight Wealth Partners Brings on Executive Financial Advisor
Insight Wealth Partners continues to grow with the addition of former financial services executive, Brian Finnigan, AIF®, as financial advisor. - January 13, 2016 - Insight Wealth Partners
Protect Your Online Privacy and How Much Personal Information Data Brokers Gather About You
Data brokers gather personal details without your knowledge, using the collected data to create customized ads and web pages that speak to your interests. If you don’t want your personal details scattered around the Internet, follow these tips to limit you and your family’s exposure. - October 02, 2015 - Paäge et Cie
St. Louis Financial Company Changes Name
New name launches firm into the next generation. - August 06, 2015 - Detalus
Mercurio Wealth Advisors Selected for "Who to Know in Wealth Management"
Alan Mercurio selected for “20 People to know in Wealth Management.” - July 11, 2015 - Mercurio Wealth Advisors
Cedar Brook Financial Partners’ Howard Slater, MBA, MSFS®, ChFC®, CLU, Completes Another Year of Teaching Financial Literacy to Teens
Cleveland financial advisor, Howard Slater, served as a Junior Achievement volunteer and entrepreneur mentor for high school students. - May 16, 2015 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners’ Howard Slater, MBA, MSFS®, ChFC®, CLU, Volunteers with College Now
Veteran financial advisor, Howard Slater, mentors students in Cleveland’s College Now college-prep program. - March 01, 2015 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners’ Howard Slater, MBA, MSFS®, ChFC®, CLU, is Recognized for His Tremendous Volunteer Work
Veteran Cleveland-based financial planner, Howard Slater, teaches Laurel School and Fuchs Mizrachi School students financial literacy life skills. - February 20, 2015 - Cedar Brook Financial Partners LLC
Move Over ETFs - Quantitative Finance Model Cracks Open Emerging Markets
Haugen Systems has produced and tested its first Emerging Markets version of the Haugen Expected Return Factor Model covering Central Asia, which includes China, India and Taiwan. Backtests of 7046 companies in the Central Asian region show returns of 45.8% in excess of the regional benchmark and 45.4% in excess of the S&P for the 15 year period ending December 31, 2014. - February 10, 2015 - Haugen Custom Financial Systems
Credit I Fix Has Launched a Groupon on February 04
Credit I Fix, a renowned name when it comes to offering credit repair and debt management services has launched a Groupon on February 04, 2015. The Groupon will be helping customers get services including a signup fee and credit repair services for one month. - February 08, 2015 - Credit I Fix
Jorge Padilla Appointed 2015 FPA Miami President
Jorge Padilla, Client Advisor for The Lubitz Financial Group, has been appointed as 2015 President of the Financial Planning Association (FPA®) of Miami. A Certified Financial PlannerTM, Mr. Padilla works in The Lubitz Financial Group advisory team to develop wealth planning strategies and... - February 07, 2015 - The Lubitz Financial Group
NEPC Welcomes Staten Island Firm
Northeast Planning Corporation is proud to announce that Joseph Biondolillo, of Biondolillo Financial Group has joined their Financial Services firm. Joseph is a proven industry leader in non-securities insurance strategies and advanced planning concepts, specializing in servicing some of the top... - January 14, 2015 - Biondolillo Financial