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Within Mutual Fund Management
Marlton Financial Adviser Named as Tops in the Country by the Financial Times
Meyer Capital Group, a fee-only independent Registered Investment Adviser(RIA), is pleased to announce that it has been named to the Financial Times Top 300 Registered Investment Advisers list for 2015. The list recognizes top independent RIA firms from across the U.S. This is the second annual FT... - July 10, 2015 - Meyer Capital Group
Long Island Investment Advisor Howard Ginsberg, CPA Honored at Cetera Financial Specialists
Howard L. Ginsberg, CPA of Ginsberg Wealth Management LLC located in Roslyn, Long Island NY was recently honored as one of Cetera Financial Specialists’ top advisors at the firm’s annual Connect conference. Ginsberg was one of only two individuals in New York State to ever receive this... - July 04, 2015 - Ginsberg Wealth Management
TrueFinancial Technologies Emerges from Stealth Mode with Full Suite of Investor Relations and Business Communications Mobile Apps
TrueFinancial Technologies emerges from stealth mode with a full suite of investor relations and business communications mobile apps. Besides being the most innovative company in the space covering 100% of the market place in a native environment sets TrueFinancial apart. - June 10, 2015 - TrueFinancial Technologies
CWC Managing Director Robert Gaan Presented with Conductor’s Award by the San Diego Youth Symphony and Conservatory
Financial services firm’s managing director recognized for his efforts to help make music education accessible and affordable to all youth in San Diego and beyond. - June 08, 2015 - Christopher Weil & Company
CWC Income Properties 3, LLC Announces $5.4M Purchase of Office Building in Carmel Valley/Del Mar
Private equity fund invests in commercial property located on El Camino Real. - April 21, 2015 - Christopher Weil & Company
Fixed Income and Commodity ETFs/ETPs Globally Both Have 3rd Best Month Gathering Net Inflows in January 2015, According to New Research by ETFGI
ETFGI’s new research finds overall net new asset (NNA) flows in January were US$12.2 Bn. Net inflows of US$13.3 Bn into fixed income products and US$5.2 Bn of net inflows into commodity ETFs/ETPs globally ranked as the third largest months on record for both asset classes, while equity... - February 27, 2015 - ETFGI
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
FTF Announces the Sixth Annual Technology Innovation Awards
Awards Gala to be held at the Rainbow Room of 30 Rockefeller Plaza - January 23, 2015 - Financial Technologies Forum
CWC Income Properties 2, LLC Announces $17M Purchase of Commercial Buildings and Land in Colorado and Oregon
Private equity fund invests in retail commercial property in Colorado and Oregon. - December 29, 2014 - Christopher Weil & Company
Innovative Advisory Group Proposes a Solution to the Excessive Risk-Taking and Moral Hazard Problem at the Too Big to Fail Banks and Financial Institutions
Six years after the global financial crisis, the problem of moral hazard and excessive risk-taking at too big to fail banks and financial institutions has not been fixed. Kirk Chisholm at Innovative Advisory Group proposes a permanent solution. - October 10, 2014 - Innovative Advisory Group
Launch of NextGen Financial Planning Firm
NextGen Wealth is taking financial planning to the next generation. - September 16, 2014 - NextGen Wealth
Innovative Advisory Group’s Rajeev Kotyan on Panel Discussion at 2014 REISA Conference About Alternative Investments
Innovative Advisory Group is an independent registered investment advisory firm specializing in alternative investments in Self Directed IRAs. - September 11, 2014 - Innovative Advisory Group
Firm Offers Tools to Help Financial Planners Engage Millennials
As more and more Millennials eschew traditional financial planners to go it alone or use computer-based algorthims, Kevin Newton of Newton Impact Group LLC offers a way for financial planners to make real inroads with this demographic. - August 27, 2014 - Newton Impact Group
2014 Global Custodian Hedge Fund Administration Survey Scores Increased Rankings for Conifer
Bucking the Trend of Declining Industry Scores for Single Strategy Managers is stalwart Conifer Financial Services. - August 14, 2014 - Conifer Financial Services
A Merger of Equals: Conifer Group and Vastardis Capital Services Holdings Join to Form Conifer Financial Services, LLC
A Merger of Equals. The Conifer Group and Vastardis Capital Services Holdings join to form Conifer Financial Services, LLC, a powerful new asset services company with over $100B of Assets Under Administration. - July 02, 2014 - Conifer Financial Services
Guardian Capital Advisors, LLC Expands Team with Katie Ball
Local Financial Advisory Firm Adds Client Relations Coordinator - June 25, 2014 - Guardian Capital Advisors
Christopher Weil & Company, Inc. Launches Family Philanthropy Services
CWC teams up with local philanthropist Valerie Jacobs to help private foundations and families build an effective infrastructure for charitable giving. - May 19, 2014 - Christopher Weil & Company
Michelle Cortés-Harkins Earns Certified Divorce Financial Analyst Designation (CDFA™)
Harkins Wealth Management, LLC has announced that Michelle Cortés-Harkins, MSW, CDFA™, CRPC®, recently completed a specialized educational program in professional divorce financial analysis and is now a Certified Divorce Financial Analyst (CDFA™). Harkins Wealth Management is... - March 25, 2014 - Harkins Wealth Management, LLC
WealthPrep.ca Launches an Online Personal Finance Resource for Canadians
New personal finance website connects Canadians to financial advice and support. - March 03, 2014 - WealthPrep
Waterway Wealth Management Opens New Branch Office in Albuquerque
Albuquerque is the new home of growing financial wealth services firm based in The Woodlands, Texas. - February 14, 2014 - Richie's Specialty Pharmacy
Place Trade Financial Welcomes Kelly Chege
Place Trade Financial announced a new addition to the growing marketing staff. Kelly Chege has joined the North Raleigh Headquarters and serves as a Marketing Assistant. - February 13, 2014 - Place Trade Financial, Inc.
Guardian Capital Advisors, LLC Receives CEFEX Certification
Local Financial Advisory Firm Joins Elite Group of Advisors Through Certification from the Centre of Fiduciary Excellence. - December 25, 2013 - Guardian Capital Advisors
Hilltop Home Raises Funds Through the Annual Performance of a Christmas Carol
Local Nonprofit Intermediate Care Facility for Children Partners with Area Businesses This Holiday Season - December 21, 2013 - Guardian Capital Advisors
Full Service, Online Trading Firm Expands Independent Registered Rep Network
Place Trade Financial announces expansion of their independent registered representative network in Georgia, Massachusetts, North Carolina, and Texas. - November 12, 2013 - Place Trade Financial, Inc.
Guardian Capital Advisors, LLC Expands Team with Two New Hires
Local Financial Advisory Firm Adds Maddy Carlson as Client Relations and Marketing Coordinator and DeAnn J. Alphin as Office Administrator - October 31, 2013 - Guardian Capital Advisors
Christopher Weil & Company Raises $10 Million Healthcare and Medical Device Investment Fund
Private equity fund CWC HealthTech Fund 1 LLC will invest in healthcare and medical technology, primarily in the San Diego area. - October 08, 2013 - Christopher Weil & Company
Place Trade Financial Ranked Best for Frequent Traders by Barron’s Magazine
Barron’s 2013 Best Online Brokers list recognized Place Trade as one of the best firms for frequent online traders. - October 08, 2013 - Place Trade Financial, Inc.
Deems May Hosts Financial Discussion at Quail Hollow Club
Deems May of Solamere Advisors hosts a discussion among financial experts in June. Panelists Joseph Becker, Sr. Product Strategist for Invesco PowerShares Capital Management, John Tousley, Managing Director & Sr. Strategist for Goldman Sachs Asset Management and Stephen Wilson, Managing Partner... - August 24, 2013 - Solamere Advisors
TriVest Folio - the New Age Analytics for Personal Investments
Simplifying the process of building a diversified portfolio of Mutual Funds and ETFs. - August 14, 2013 - TriVest Folio
TriVest Folio Launches a Personal Investment Tool to Build a Diversified Portfolio of Mutual Funds and ETFs in India
TriVest Folio has launched a free Do-It-Yourself (DIY) personal investment tool to build a diversified portfolio of Indian Mutual Funds and ETFs. The goal is to empower Indians to start building an investment portfolio without having to rely on expensive portfolio managers and investment... - July 27, 2013 - TriVest Folio
Christopher Weil & Company Announces $3 Million Purchase of Commercial Building in Hillcrest by CWC Income Properties 1, LLC
Private equity fund invests in commercial property in the San Diego area. - June 25, 2013 - Christopher Weil & Company
Capricorn Wins Number 1 Spot in Awards from Elevator Magazine
Capricorn Strategies is awarded its 4th industry award this year, raising eyebrows from industry peers. - June 05, 2013 - Capricorn Strategies
Capricorn Wins Intl Hedge Fund Award
Capricorn wins Award for Best Danish CTA of the Year after a year of adverse trading condition which seen investors within Capricorns funds coming out on top. - May 29, 2013 - Capricorn Strategies
API Funds Engages Suasion Resources to Enhance Advisor Communications and Support Capabilities
API Funds today announced that it has engaged Suasion Resources, a specialized marketing consulting firm that focuses solely on the financial services industry. - May 23, 2013 - API Funds and Portfolios
Capricorn Wins 2nd Place for "Best Nordic CTA" Award
Capricorn Strategies (www.capricornfx.com) comes in strong again within the financial industry awards, with second place awarded as to then for best Nordic CTA. - May 21, 2013 - Capricorn Strategies
Capricorn Strategies Trumps Other Hedge Funds to Win Investors Choice Award "Best Emerging CTA"
Capricorn Strategies, winner of 10 industry awards before 2013 continues its trend by winning the Investors Choice Award for "Best Emerging CTA" but this is not the first of industry awards this year. - May 16, 2013 - Capricorn Strategies
Online Trading Firm Place Trade Financial Named One of the Top 3 Online Brokers by Barron’s Magazine
Full service brokerage and deep discount online trading firm receives high honors and named to Best Online Brokers 2013. Place Trade was recognized for excelling in Online Trading Experience, Technology, Usability, Mobile, Portfolio Analysis, Featured Reports, Research Amenities, Range of Offerings, Customer Service and Education. Named for Lowest Monthly Cost and Best for Frequent Traders. - May 15, 2013 - Place Trade Financial, Inc.
RiXtrema Inc. Adds Drs. Yaacov Kopeliovich and Barry Schachter to the Research Team
RiXtrema, Inc. (www.rixtrema.com), a leading risk management modeling and software provider to the investment management industry, is pleased to announce today the addition of Dr. Yaacov Kopeliovich and Dr. Barry Schachter to the research team. Dr. Kopeliovich, who joins RiXtrema as a Director of... - March 26, 2013 - RiXtrema
Bonita Springs-Naples Financial Planners, Pelican Wealth Advisors, Host Estate Planning Workshop
Bonita Springs-Naples financial planners, Pelican Wealth Advisors, are hosting a free educational workshop on Tuesday, Feb. 26th. “15 Mistakes Lurking in Most Trusts” will be hosted by “Dr. Frank” Ragonese and estate attorney, Neil Covert. - February 16, 2013 - Pelican Wealth
Can the Super Bowl Indicator Help Predict the Stock Market in 2013?
Many invesotors look for an "edge" on Wall Street. Mark Geraci Jr. explores the Super Bowl indicator and its forecasting ability for stocks in 2013. - January 30, 2013 - Sound Strategy Estate & Retirement Specialists
Use MLK Jr.'s Advice and You Might Get a Raise
“Whatever your life's work is, do it well. A man should do his job so well that the living, the dead, and the unborn could do it no better.” – MLK Jr. - January 18, 2013 - Sound Strategy Estate & Retirement Specialists
Christopher Weil & Company Launches IMA Partner Professionals to Expand Expertise and Offerings
Commercial real estate veteran Bill Whittaker signs on as IMA Partner bringing 30 years of experience to deepen the CWC bench. - January 15, 2013 - Christopher Weil & Company
Why Few People Have the Right Savings Plan - And How to Tell if You're One of Them
A growing trend has developed that suggests many people have the wrong savings plan for their needs. - January 10, 2013 - Sound Strategy Estate & Retirement Specialists
Mindful Money Magazine – Unbiased Information from Fee-Only Financial Advisors
Mindful Money Magazine is the Only Digital Magazine with Articles from Fee-Only Financial Advisors. Mindful Money Magazine is published by Fern Alix LaRocca CFP® EA, who has over 30 years experience in the Financial Services industry and the Founder of Advanced Financial Designs. - November 21, 2012 - Advanced Financial Designs
Guardian Capital Advisors, LLC Sponsors Raleigh Roundup
Local Financial Advisory Firm Helps The American Cancer Society Make Nov. 9 Event a Great Success - November 16, 2012 - Guardian Capital Advisors
Christopher Weil & Company Venture Fund Investment Reaches Major Milestone
Boston Scientific announces a definitive agreement to acquire Vessix Vascular, Inc. - November 10, 2012 - Christopher Weil & Company, Inc.
Bonita Springs - Naples Wealth Management Firm, Pelican Wealth Advisors, Hosting Free Identity Theft Prevention Workshop
Dr. Frank Ragonese of Bonita Springs - Naples wealth management firm Pelican Wealth Advisors, and Beth Schell, Crime Prevention Specialist of the Lee County Sheriff’s Office, will be presenting a free identity theft workshop on Tuesday, October 2nd at 11:30am at the Crexent Center in Bonita Springs. RSVP to Pelican Wealth Advisors at (239) 985-4098. - September 19, 2012 - Pelican Wealth
Bonita Springs Wealth Management Firm, Pelican Wealth Advisors, Announces Free Educational Workshop with “Dr. Frank” on August 29th
Pelican Wealth Advisors will be hosting a free educational workshop on Wednesday, August 29th from 1:30-3:30pm at the Crexent Center in Bonita Springs. Topic will be “15 Mistakes Lurking in Most Trusts,” hosted by finance and risk management expert, “Dr. Frank.” Those interested in attending must RSVP by calling (239) 985-4098 or email michele@pelicanwealth.com. Space is limited, reservations taken on a first come, first serve basis. - August 16, 2012 - Pelican Wealth
Reaves Greer of Guardian Capital Advisors Passes Level II Chartered Financial Analyst Exam
Registered Sales Assistant for Local Financial Firm Reaches Milestone in Pursuit of CFA Certification. - August 12, 2012 - Guardian Capital Advisors
Michael Hensley of Guardian Capital Advisors, LLC Helps Lead Washington, D.C. Financial Event
Managing Member of Raleigh Firm One Of Only Fifteen Financial Advisors Nationwide to Participate in Capitol Hill Day Advocacy Event - June 30, 2012 - Guardian Capital Advisors