Recent Headlines
Legacy Family Office Forms Alliance with CTC Consulting
Legacy Family Office, LLC, a Naples-based multi-family office has formed a strategic alliance with CTC Consulting, an investment consulting firm based in Portland, Ore. that advises on approximately $28 billion in assets for clients around the world. Through this alliance, Legacy Family Office... - March 21, 2010 - Legacy Family Office
Carillion Asset Management Invited to Present at Lithium Supply and Markets Conference in Las Vegas Jan. 26-28, 2010
Carillion Asset Management ( Carillion AM - http://www.carillion-am.com ) ), is pleased to announce that the annual Lithium Supply and Markets 2010 Conference has invited the Company to be a part of the conference. - March 21, 2010 - Carillion Asset Management
Charles Nam Announces Bluestone Wealth Management to be Incorporated as Part of Bluestone Preferred Wealth Center
Charles Nam, CEO of Bluestone America, announces the expansion of the Bluestone Preferred Wealth center to include Wealth Management & Insurance Services. Bluestone Wealth management was created in 2005 and offers financial services utilizing insurance products, asset allocation, alternative investments, and estate planning. - March 19, 2010 - Bluestone America Inc.
Hanz Potente, Research Analyst of Carillion Asset Management, Presents a Report on What Has Been Discussed on the Latest Las Vegas Lithium Conference, Jan/2010
Electric Cars are here, they will be on our roads soon. They will be powered by Lithium and automakers are unveiling model after model of EVs in recent months. Investment decisions in Electric Cars Value Chain will be driven by politics and Supply and Demand in a tightly controlled Lithium market space. Will Lithium market be under control of our "friends" from Bolivia, like oil is now under control of OPEC? Will it be controlled by 3-5 companies with lithium revenue as low as 8%? Read on... - March 18, 2010 - Carillion Asset Management
netwealth Investments Launches smart a New Modelling and Rebalancing Tool
Sophisticated Modelling and Rebalancing Technology gives financial planners the ability to automatically balance client accounts (individually or in bulk) allowing for investor-specific tax and investment rules, constraints and asset exclusions. - March 12, 2010 - netwealth Investments
Carillion Asset Management Talks Zinc at the Singapore Derivatives Market Forum
Addressing this year’s Singapore Derivatives Market Forum on behalf of Carillion Asset Management, Hanz Potente will be providing the firm’s outlook on Zinc. - March 11, 2010 - Carillion Asset Management
Bluestone America’s CEO, Charles Nam, Announces the Opening of Bluestone Holdings as Its Commercial Real Estate Brokerage Unit
Charles Nam anounces the opening of the Bluestone Holdings New Commercial Brokerage division to be part of the Bluestone Preferred Wealth Center. - March 09, 2010 - Bluestone America Inc.
Carillion Asset Management Announces Charity Donation Program
Carillion Asset Management has announced a staff-driven charitable donation program that will provide much needed funding to a variety of international charities - March 06, 2010 - Carillion Asset Management
Charles Dargan Appointed as CFO of Bluestone America
The appointment of Charles Dargan as CFO of Blusetone America was announced today. Mr. Dargan will head up management of all financial structures including accounting, finance, investment planning, mergers and acquisitions and structured debt instrument planning. Mr. Dargan brings a wealth of banking experience, most notably as banking director of Seidler Companies Inc. - February 27, 2010 - Bluestone America Inc.
William Soady Appointed as President of Bluestone America
William Soady has been appointed President of Bluestone America to provide additional project funding for asset based projects using high securitization methods. Mr. Soady brings over 30 years of experience working with Fortune 500 companies as well as other areas of finance and asset management including commercial real estate, insurance & annuities, banking & lending, management and marketing. - February 27, 2010 - Bluestone America Inc.
Mayer & Company Launches New Business Practice
Mayer & Company LLP, leading certified public accountants and business advisors, announced today that they have created a New Business Practice, providing key services to start-up businesses at discounted fees. - February 26, 2010 - Mayer and Company
Bluestone America Will Provide Longevity Asset Backed Global Bond Offering
Bluestone America launches its Longevity Asset backed global bond offering. It is an innovative approach to funding and securitizing asset based projects in a variety of new ways in both, foreign and domestic markets. The Longevity based Asset is the debt servicing component used; it is uninvolved in any speculative or derivative factors and is a 144A SEC registered corporate debt offering. - February 25, 2010 - Bluestone America Inc.
Bluestone America Announces the Offering of Its Preferred Wealth PPM
Bluestone America announces its Preferred Wealth PPM which offers instruments to ensure high ratio securitization of debt. The initial strategy of the new PPM is to buy and hold through maturity of US based portfolios called Longevity Assets. The PPM will be offered through two different debt instruments. - February 25, 2010 - Bluestone America Inc.
Bluestone America Opens Preferred Wealth Center
It is a great pleasure to announce the opening of the Bluestone Preferred Wealth Center, specializing in asset management, securitization, alternative funding, new asset class. The center also specializes in risk management, portfolio review, as well funding strategies for commercial real estate projects in both, long and short term. - February 25, 2010 - Bluestone America Inc.
Financial Relief Experts Unleashes Its New TDRI
James Charlet the COO of Financial Relief Experts has recently unveiled its new TDRI, or Tactical Debt Reduction Initiative, which is their new client debt reduction system. Backed by expert analysis and legal expertise, the new TDRI is a light year ahead of the competition in terms of increased... - February 22, 2010 - Financial Relief Experts
Naples-Based Legacy Family Office Introduces New Web Site
Legacy Family Office, a Naples-based family wealth office, launched a new Web site outlining its services, processes and resources for prospective clients. The site also includes a personalized secure site that allows clients to log in and view their investment accounts. “A multi-family... - February 13, 2010 - Legacy Family Office
Kurtyka Joins Legacy Family Office
Tamara Surratt, president of Legacy Family Office, LLC, announces the addition of Debby Kurtyka to the Naples-based multi-family office wealth management team. Legacy Family Office provides integrated wealth advisory services, professionals with diverse skills, customized financial solutions, and a... - January 14, 2010 - Legacy Family Office
Donald Ramirez Earns Prestigious Exit Planning Designation
The Exit Planning Institute awarded Donald Ramirez, Managing Principal of Peak Wealth Advisors, recently with the Certified Exit Planning Advisor (CEPA) certification after completing the Institute’s intensive CEPA program. Ramirez joins an exclusive group of fewer than 150 business advisors... - January 05, 2010 - Peak Wealth Advisors
Titan Securities Receives 2009 Best of Business Award
Small Business Commerce Association’s Award Honors the Achievement Titan Securities has been selected for the 2009 Best of Business Award in the Financial Services/Investment Banking category by the Small Business Commerce Association (SBCA). The Small Business Commerce Association (SBCA)... - December 09, 2009 - Titan Securities
Best IRA Rescue.com Claims Roth IRA Rules to Help the Rich Reduce Their Taxes
2010 Roth IRA rules could save taxpayers tens of thousands in taxes just in time before expected tax hikes affirms Best IRA Rescue.com. - December 03, 2009 - Estate Street Partners
FreedomGrowth.com and Cleveland Restoration Group (CRG) Announce Partnership to Help Revitalize Cleveland Neighborhoods
The partnership between FreedomGrowth.com and CRG not only helps to revitalize dilapidated Cleveland neighborhoods, but helps individual investors get better returns through their IRA by investing in real estate. - December 03, 2009 - Freedom Growth
Hennion & Walsh Press Highlights – October 2009
Hennion & Walsh share their recent press highlights furthering their mission of investor education. - December 02, 2009 - Hennion and Walsh, Inc.
Westernfield Holdings Ramping Up Carbon Offset Funding
Westernfield Holdings Inc. is looking to ramp up funding for carbon offset projects in Asia that fall within the guidelines of the U.N.’s Clean Development Mechanism (CDM) and is jointly financing an $80 million Malaysian project. Westernfield Holdings Inc., which is aiming to become... - November 19, 2009 - Westernfield Holding Inc.
Hennion & Walsh Winter 2009 Market Commentary: Is the Recovery Validated?
Hennion & Walsh (http://www.hennionandwalsh.com) issue their Winter 2009 Market Commentary providing fresh insights on the current market recovery and its sustainability. - November 18, 2009 - Hennion and Walsh, Inc.
Meta Trader Expert Advisor Seminar
Varengold Bank FX, a brand of Varengold Wertpapierhandelsbank AG, presents a seminar on using the Meta Trader Expert Advisor to program automated trading strategies. - November 11, 2009 - Varengold Bank FX
Hennion & Walsh Press Highlights – September 2009
Hennion & Walsh (http://www.hennionandwalsh.com) share their recent press highlights furthering their mission of investor education. The following media appearances reflect the firm’s dedication to being a trusted source of investing expertise and information. 1) Wall Street Journal -... - October 25, 2009 - Hennion and Walsh, Inc.
Gold, Oil, and the Commodity Currencies Seminar
Varengold Bank FX, a brand of Varengold Wertpapierhandelsbank AG, presents a seminar on investing in Gold, Oil, and the commodity currencies. - October 23, 2009 - Varengold Bank FX
LPL Financial Ranked # 2 in J.D. Power and Associates 2009 U.S. Full Service Investor Satisfaction Study; Receives Highest Score in Financial Advisor Satisfaction
Results Demonstrate Client Commitment of LPL Financial Advisors Bill Gordon and Russ Howard of Legacy Private Wealth Management Corp. – independent advisors affiliated with LPL Financial, the nation’s largest independent broker-dealer* – today announced that LPL Financial has... - October 18, 2009 - Legacy Private Wealth Management Corp.
Chris Jaccard Earns Prestigious CFA Designation and Joins a Select Few
Chris Jaccard has earned the CFA designation and joins the ranks of advisors who maintain both the CFP® and CFA marks. - October 03, 2009 - Financial Alternatives, Inc.
Peak Wealth Advisors Ready to Serve the Central Coast Community
Donald Ramirez and Helen Sipsas today announced the creation of Peak Wealth Advisors an independent financial advisory firm headquartered in San Luis Obispo, CA with a Southern California office located in Pasadena. Both Mr. Ramirez and Ms. Sipsas will serve as Managing Principals of the new... - September 30, 2009 - Peak Wealth Advisors
Institutional Wealth Alliance Launches Banking Initiative
Institutional Wealth Alliance proud member of the American Bankers Association, Independent Community Bankers of America and various State Banking Associations, today announced its non depository platform for state and community banks. This diverse time-tested platform is brought forward through an alliance of professionals with over 50 yrs. of industry experience. A truly turn-key and compliant non deposit solution bringing the latest in financial services to local banks. - September 25, 2009 - Institutional Wealth Alliance
Investor Profile Launches Free Online Investment Service
Investors can master the web to open up a world of opportunities when investing online. - September 01, 2009 - Investor Profile
Richard Hennion of Hennion & Walsh Receives Humanitarian Award
Richard Hennion (http://www.hennionandwalsh.com) of Hennion & Walsh received the third annual Humanitarian Award for his work with the Do-Good House, just one of the many charitable organizations that Hennion & Walsh supports. - August 06, 2009 - Hennion and Walsh, Inc.
Hennion and Walsh on CNBC: Tax Free Municipal Bonds
Hennion and Walsh (http://www.hennionandwalsh.com) President, Bill Walsh, tells CNBC viewers that while tax free municipal bonds may not be a sexy investment, they can be an appropriate investment, along with the reasons why. - July 16, 2009 - Hennion and Walsh, Inc.
FreedomGrowth.com Untaps a Limited-Time Investment Strategy That May Allow for a Drastically Improved Retirement Outlook
The IRS and a certain act of nature have combined to create the “perfect retirement savings storm” and FreedomGrowth.com navigates investors through the muddy waters. - June 28, 2009 - Freedom Growth
Option & ETF Broker WallachBeth Capital LLC Announces Further Expansion; Former Tullett Prebon Equity Derivatives Exec Joins Boutique Execution Firm
WallachBeth Capital LLC (“WBC”), the institutional brokerage specializing in exchange-listed options and ETF’s, announced today that options industry veteran Stephen Markowitz, most recently Senior Vice President, Equity Derivative Sales for global inter-dealer broker Tullett... - June 24, 2009 - Mischler Financial Group, Inc.
India Infrastructure Index to Track Stocks Fundamentally
Desai Research Associates launches fundamentals-based thematic stock index - FINDX Infra40 - tracking Indian Infrastructure Sector stocks - June 24, 2009 - Desai Research Associates
Hennion & Walsh Release Summer 2009 Market Commentary
Hennion & Walsh (http://www.hennionandwalsh.com) have just released their Summer 2009 Market Commentary. - May 29, 2009 - Hennion and Walsh, Inc.
Desai Research Launches New Fundamentals-Based Index Series
Desai Research Associates, the first Independent Stock Indexing Company from India, is launching indices based on its proprietary index calculation methodology for Indian and US equity markets. - April 19, 2009 - Desai Research Associates
United Medical Brokers Launches Website Dedicated to Purchase and Sale of Medical Related Businesses and Real Estate
United Medical Brokers announced its nationwide launch today from its corporate headquarters. United Medical Brokers www.unitedmedicalbrokers.com is now offering nationwide brokerage services for buyers and sellers of medical practices, medical related businesses, and medical related real... - April 01, 2009 - United Medical Brokers
Alchemex Australia Introduces Advanced Business Reporting Made Simple for MYOB Small Business Users - Alchemex for MYOB Has Been Released in Australasia
Alchemex, one of the Business Intelligence industry's fastest growing mid-size software vendors, has released it’s latest offering which is a major play on the accounting market in the Australian territory. It’s “Alchemex for MYOB Small Business” reporting solution has been... - March 30, 2009 - Alchemex Pty Ltd
Freedom Growth Announces New Retirement Plan Option for Small Business
Beyond traditional 401(k)s, small businesses now have more options to offer their employees with new self-directed retirement plans taking the control out of Wall Street’s hands and giving it to the individual. - February 27, 2009 - Freedom Growth
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
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
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
Summit Financial Advisors, LLC Selected as One of The Most Dependable™ Wealth Managers of Northern California
Successful families demand coordinated financial strategies where investments, insurance, real estate and business assets are working in concert. The mission of Summit Financial Advisors is to be the single resource for comprehensive wealth management for individuals and business owners with retirement planning as the centerpiece. - September 10, 2008 - Summit Financial Advisors
Custodio Asset Management's Gains Counter Falling Market
Garnering steady gains despite market loss, CAM is expanding to serve its growing clientèle. - July 30, 2008 - Custodio Asset Management
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.
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.
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