Recent Headlines
Within Institutional Asset Management

Roxem Assets Lets 35,200 M2 to Volkswagen AG

Roxem Assets gmbh has extended the letting of 34,550 m2 of warehouse and 650 m2 of office space in the Braunschweig commercial park at Steinriedendamm, Germany to Volkswagen AG. - January 09, 2013 - Roxem Assets Gmbh

Platinum Benefit Planning Launches New Information Website in Response to the Cost of Medicaid Nursing Home Care Planning- Eligibility and Asset Protection

Platinum Benefit Planning launches its new informational website showing, once again, its commitment to helping families get educated and gain government and nursing home benefits. Certain types of assets are not considered when determining whether an applicant meets the asset requirements for Medicaid eligibility. - November 25, 2012 - Platinum Benefit Planning

Wall Street Firm Steps Up to Plate on Veteran’s Day; Mischler Financial Group to Contribute November Profits to Wounded Warrior Project

Mischler Financial Group, Inc., the securities industry’s oldest and largest Service Disabled Veterans Business Enterprise, has announced that it will be contributing 10% of the firm’s November profits to the Wounded Warrior Project; the leading non-profit dedicated to creating jobs and improving the circumstances of the thousands of men and women who risked their lives and became physically disabled while serving in our country’s Armed Forces. - November 09, 2012 - Mischler Financial Group, Inc.

Global Trust Depository Announces Update of Services & Website

Global Trust Depository, established in 1979, is in the business of providing Authentication Reports, Safekeeping Receipts, Blocked Asset Letters. They act as a Third Party Holder of Assets in valuable asset transactions including sales, leases, trades and lending situations. Now to better serve... - October 28, 2012 - Global Trust Depository

CAPTRUST Expands in Another Top Retirement Market

Firm’s growth steady with the opening of its newest office in Manhattan. - October 25, 2012 - CAPTRUST

CAPTRUST Launches Website for Nonqualified Plan Sponsors

CAPTRUST, the nation’s leading independent, fee-based, retirement consulting firm, announces the launch of www.captrustnonqualified.com, a website that offers an objective and holistic perspective on best practices for nonqualified deferred compensation plans. The website offers a concise... - September 14, 2012 - CAPTRUST

Roxem Assets Increases Like on Like Rentals in the First Half of 2012

Roxem Assets GmbH has increased its leasing performance in the first six months of this year in comparison to the first half of 2011. The Berlin-based asset manager has trebled the number of square meters leased on behalf of its clients compared with last year. - September 07, 2012 - Roxem Assets Gmbh

Roxem Secures Pre-Let at Louis Krages Industrial Site, Bremen, Germany

Roxem Assets GmbH, on behalf of Hansteen, has let 20,000 sq m (215,278 sq ft) of warehouse space and 200 sq m (2152.7 sq m) of office space at the Louis Krages site in Bremen’s Industriehafen (industrial port area), Germany. Construction of the warehouse is due to complete on the 1st of May... - August 22, 2012 - Roxem Assets Gmbh

Greenbird Financial Now Offers Currency Options Trading Service to Global Investors

Greenbird Financial, an international brokerage company that specializes on futures and options, forex and derivatives products is happy to announce its currency options trading services to global traders and investors using its most ground-breaking trading platform, the WinTrade platform. - July 25, 2012 - Greenbird Financial

LP Analyst Expands Dallas Team

Paula Chong joins LP Analyst. - July 20, 2012 - LP Analyst

R&K Solutions Releases Enterprise Geospatial Facilities Management Software Solution, GoRPM

R&K Solutions, Inc., a recognized leader in facilities and real property management software and services, today announced the official release of the company’s Enterprise Geospatial Facilities Management software solution, GoRPM. - July 19, 2012 - R&K Solutions, Inc.

Coral Student Fund Backs Round Hill's Acquisition of Nido Portfolio

Coral Student Portfolio, the unique student accommodation fund of funds, has recently participated in one the UK's largest real estate transactions of 2012. Adding further diversification to their portfolio, Coral augments their mix with exposure to premium student housing in the UK's premier market, London. - July 19, 2012 - Coral Portfolio

Greenbird Financial Names New Head for International Brokerage Sales Service

Greenbird Financial recently revealed the appointment of Mr. James Poole as the new head of the firm’s International Brokerage Sales Service Division. - July 11, 2012 - Greenbird Financial

Arin Risk Advisors, LLC Launches Arin's Large Cap Active Core Plus SMA in Partnership with Logan Capital Management, Inc.

Arin Risk Advisors, LLC (“Arin”), a fee-only, SEC-registered investment advisor, providing options overlay and volatility management services, is pleased to announce that Logan Capital Management, Inc. (“Logan”) has agreed to act as a sub-advisor for its newly created Arin... - June 22, 2012 - Arin Risk Advisors, LLC

Brad Connors Named One of Investment Centers of America’s Top Ten Representatives for 2012

Investment Centers of America, Inc. (ICA) recognized Brad Connors as one of ICA’s top ten representatives at the company’s national conference in Ponte Vedra Beach, Florida. The annual event, held March 7-10 at the Sawgrass Marriott Resort, provided an opportunity for attendees to share... - June 14, 2012 - iWealth

RiXtrema Launches a Series of Webinars with Focus on Stress Testing and Liability Driven Investing

RiXtrema is launching a series of Tail Risk dedicated webinars for institutional asset managers, which will blend existing risk theory, new research, and real world examples in a 40-minute presentation. You will gain unique insights to help you manage risk in these turbulent times. - June 05, 2012 - RiXtrema

Greenbird Financial Upgrades Current Online Trading Platform

Greenbird Financial, an internationally acclaimed broker for futures, forex, equities and options with main office located at United Kingdom, informed its active clients today about the major upgrade of its current online trading platform. - May 30, 2012 - Greenbird Financial

Greenbird Financial’s Market Survey Result Claims New Generation of Traders Focused on Forex Trading

More and more new generations of trading individuals are concentrating on foreign exchange trading, according to the result of the survey conducted by Greenbird Financial which was concluded last February and will be released before the second quarter of the year ends. - May 25, 2012 - Greenbird Financial

Industry Pros Continue Migration to WallachBeth Capital; More New Hires for Go-To Execution Experts

WallachBeth Capital LLC (“WB”), the institutional brokerage/execution firm specializing in exchange-traded funds (ETFs), equities and options, announced its further expansion with the recent hiring of Jennica Ross, who will oversee strategic client relationships, and options and merger... - May 17, 2012 - Mischler Financial Group, Inc.

Greenbird Financial Launches More Enhanced Live Streaming Trading Tool

Greenbird Financial, a leading provider of premier commodity and brokerage trading services, recently announced the launching of its new and more developed real-time trading tool application, the Live Streaming via its website. - May 17, 2012 - Greenbird Financial

Greenbird Financial Counts Research Investment Service as Addition to Its Service Offerings

Greenbird Financial, a financial and commodity Brokerage Company, recently announced the inclusion of its Research Investment Package as additional trading service to its list of offerings. - May 02, 2012 - Greenbird Financial

Greenbird Financial Plans to Offer Direct and Electronic Commodity Trading in Brazil and Mexico

Greenbird Financial, a globally known commodity futures and Options Company is set release its new service offering via direct and electronic commodity trading with at least four futures contracts in the markets of Brazil and Mexico. Brazil and Mexico are known for its attractive and profitable markets for Latin American investors. - March 29, 2012 - Greenbird Financial

Greenbird Financial Predicts Asia Commodity Futures to Outshine Equities in Q2

Greenbird Financial is optimistic that for the next two years, from 2012 to 2013, Asia’s commodity futures will outperform equities. - March 18, 2012 - Greenbird Financial

Greenbird Financial to Launch Market Text Alert Service

In line with the firm’s market information drive to help both new and experienced traders and investors get to the top of the competition in the commodity futures and brokerage industry, Greenbird Financial is set to launch a new service offering focused on information services via market text alert service. - March 16, 2012 - Greenbird Financial

Greenbird Financial Reveals Promotion from Its Rank for Australian Team

Greenbird Financial revealed today that it has recently appointed and promoted one of its Senior Trading and Sales advisors to a new managerial position. - March 15, 2012 - Greenbird Financial

Stock & Option Solutions Speaks on CEPI Exam Overview Webinars on Accounting

Stock & Option Solutions (SOS), a leading provider of stock plan administration, management and consulting services, today announced that Elizabeth Dodge, CEP, Vice President of Product Management at SOS, will be the speaker on the CEP Institute Exam Overview Webinars for accounting, levels 1, 2, and 3. - March 04, 2012 - Stock & Option Solutions

HEDGEAnswers' Thermometer Gauges "Subjects That Matter" to Wall Street’s Smart Money

Just released: HEDGEAnswers Quarterly Survey of Global Hedge Fund Managers - January 20, 2012 - HEDGEAnswers

Place Trade Financial Celebrates 10 Years in the Triangle

2011 Marks 10 years for Place Trade Financial in the Triangle - January 19, 2012 - Place Trade Financial, Inc.

WallachBeth Capital Adds More Industry Vets to ETF Desk; Boutique Broker Continues to Leverage Talent and Market Presence

WallachBeth Capital LLC (“WB”), the institutional brokerage/execution firm specializing in exchange-traded funds (ETFs), equities and options, today announced its further expansion with the addition of two more industry veterans to the firm’s ETF execution division, one of the leading ETF desks in the Industry. Chris Hempstead, a 20-year trading market veteran joins as Director of ETF Execution, and Dong Lee, a 12-year ETF product specialist, joins as Director of Institutional Sales. - January 11, 2012 - Mischler Financial Group, Inc.

Place Trade CEO, Launches Place Tax to Offer Discount Tax Preparation Services

Sarah M. Place, President and CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service brokerage firm announced that she has formed Place Trade Tax, to offer discount tax preparation services and assist individuals, trusts and estates as well as businesses... - January 06, 2012 - Place Trade Financial, Inc.

Place Trade CEO, Sarah Place, Quoted in SmartMoney Magazine

Sarah M. Place, President and CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service brokerage firm and MSRB registered municipal bond dealer, announced that her advice is currently being featured in the January 2012 issue of SmartMoney, The Wall Street... - January 06, 2012 - Place Trade Financial, Inc.

SOS Rolls Out Updated Suite of IRS Section 6039 Outsourcing and Software Solutions

Enhanced processes and technology will allow SOS to meet the continued challenges of 6039 compliance. - October 23, 2011 - Stock & Option Solutions

PEI Principal Helping Next Generation Learn and Save

Portfolio Evaluations, Inc. (PEI) Principal, Attila Toth, has recently been elected as a member of the St. Joseph’s School Educational Council. Attila will serve on the Council for a two-year term at the Mendham, New Jersey school. In 2010, Attila spearheaded the implementation of a program... - October 14, 2011 - Portfolio Evaluations, Inc.

PEI Senior Consultant to Speak at the PSCA’s 2011 East Coast Regional Conference

On November 2, 2011 PEI Senior Consultant David Hudak will speak at the PSCA’s 2011 East Coast Regional Conference in Philadelphia. This event will host plan sponsors and industry experts for a series of informational sessions. David will speak on the important topic of, “What You May... - October 14, 2011 - Portfolio Evaluations, Inc.

Donald H. Ramirez is Awarded Certified Financial Planner™ Designation

Donald H. Ramirez, a Managing Principal of Peak Wealth Advisors with 16 years experience providing financial planning and investment management services to individuals, families and businesses has been awarded the Certified Financial Planner™ designation, a certification recognized as the standard of excellence for the financial planning profession. - October 05, 2011 - Peak Wealth Advisors

Senior PEI Team Member Appointed to the Women’s Fund of New Jersey Board

Jean Martone, Director of PEI’s Retirement Plans Group, has recently been appointed to the Board of Directors for the Women’s Fund of New Jersey. During this two-year term, Jean will seek to advance WFNJ’s mission to use the power of philanthropy for the women and girls of New... - October 05, 2011 - Portfolio Evaluations, Inc.

Place Trade Financial Reduces Margin Rates and Commissions for all Online Trading and Full Service Clients

Place Trade makes significant changes to commission rates; now offering the lowest online stock trading, bond and option commissions along with the lowest margin rates of most major firms. - September 14, 2011 - Place Trade Financial, Inc.

CFTC Approves Iron Harbor Capital Management CPO Registration

Iron Harbor Capital Management was approved as a Commodity Pool Operator (CPO) by the U.S. Commodity Futures Trading Commission (CFTC) and the National Futures Association. As a registered entity, Iron Harbor must comply with various disclosures, reporting and record-keeping obligations imposed by... - June 30, 2011 - Iron Harbor Capital Management

Helen Sipsas Earns Accredited Investment Fiduciary Designation

Peak Wealth Advisors is pleased to announce that Managing Principal Helen Sipsas further demonstrates the firm's ongoing commitment to achieving the highest standard of fiduciary care for its clients by earning the Accredited Investment Fiduciary (AIF®) designation. - May 25, 2011 - Peak Wealth Advisors

Arin Risk Advisors, LLC Announces Strategic Marketing Partnership with Barrack Yard Advisors

Arin Risk Advisors, LLC (“Arin”), a fee-only, options strategies advisory firm providing customized asset, risk and volatility management services is pleased to announce Barrack Yard Advisors (“Barrack Yard”) has agreed to act as a marketing agent for Arin. “We are... - May 06, 2011 - Arin Risk Advisors, LLC

Ellen Li Earns Prestigious CFP Designation

Ellen Li, MSBA, CFP®, Financial Advisor at Financial Alternatives, Inc. in La Jolla, (CA) has earned the CFP® and Certified Financial Planner™ marks in accordance with CFP Board certification and renewal requirements. These marks identify that Ellen has met the rigorous experience... - April 23, 2011 - Financial Alternatives, Inc.

Portfolio Evaluations, Inc. (PEI) to Speak at the PSCA 2011 East Coast Regional Conference

On April 20, Senior Consultant, David Hudak will speak at PSCA’s 2011 East Coast Regional Conference in Philadelphia, PA. David’s scheduled topic to discuss is, “What You May Not Know About Your Investment Advisor.” He will address the importance of knowing the various types... - April 10, 2011 - Portfolio Evaluations, Inc.

Antarctica Asset Management Wins Best Fund of Fund Provider at 2011 Hedge Funds World Awards Middle East

Antarctica Asset Management was recognized as the best fund of hedge funds provider at an award ceremony held in Dubai. The independent judges of the 5th Hedge Funds World Awards unanimously bestowed the award for Best Fund of Fund Provider to Antarctica Asset Management. In an extremely... - April 03, 2011 - Antarctica Asset Management

Capricorn Contributes to FX Week Article

At the FXInvest Europe conference in Zurich on March 8, foreign exchange investors and fund managers met to discuss key issues driving the FX market in 2011 and the possible impact of new regulations. - March 23, 2011 - Capricorn Strategies

Portfolio Evaluations, Inc. (PEI) to Moderate at the 2011 Pensions & Investments Annual East Coast Defined Contribution Conference

On March 13, Senior Consultant, Fred Stewart will be moderating a round table discussion at the 2011 Pensions & Investments Annual East Coast Defined Contribution Conference in Miami, FL. The round table will feature a discussion on large plans ($1 billion or more in assets). Round table... - March 16, 2011 - Portfolio Evaluations, Inc.

Epitome Global Services Names Kim Wales as New CEO

Epitome Global Services, a leading global administrator for the hedge fund and alternative asset management industry, today announced that effective immediately, Kim Wales, has been named Chief Executive Officer to lead Epitome into the next growth phase. Wales succeeds Raju Panjwani,... - March 12, 2011 - Epitome Global Services

Recent Headlines Within Institutional Asset Management

Recent Headlines
Within Institutional Asset Management