Recent Headlines
Within Retail Asset Management
IASG Alternatives Appoints Stephen Klawitter as Vice-President
IASG Alternatives is an independent and highly specialized financial services group that provides access to a premier platform of managed futures investments designed to meet the needs of sophisticated investors. Managed Futures Specialist Expands Team to Meet Increased Demand from a Growing Client Base for Alternative Investments. - June 07, 2016 - IASG Alternatives 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
IASG Launches Broker Dealer to Serve an Expanding Audience for Managed Futures
IASG Alternatives LLC is an independent and highly specialized financial services group that provides access to a premier platform of managed futures investments designed to meet the needs of sophisticated investors. - May 04, 2016 - IASG Alternatives LLC
Finogy - Using Biometric Data in a Personal Finance App
Finogy, a new online investing platform, is creating a biometric app on Indiegogo. - April 27, 2016 - Finogy
Trinova Capital Announce Addition of Samuel Shakeson to Equity Research Team
Samuel Shakeson has been appointed to Trinova Capital's Equity Research Team to focus on speciality pharmaceuticals equities. - April 02, 2016 - Trinova Capital
Trinova Capital on Track for Record-Breaking Q1 of 2016
Trinova Capital have expressed today that the Tokyo-based equity research firm is on target to achieve their best ever fiscal quarter. - March 24, 2016 - Trinova Capital
Trinova Capital Announces Community Support Program
Trinova Capital announces new program to support volunteering and community service for employees. - March 23, 2016 - Trinova Capital
Eagle Technology Receives Milwaukee 7 Export Development Grant
Eagle Technology, developer of a leading CMMS solution designed to assist clients with maintenance management needs, announces they are a recipient of an international export development grant from the Milwaukee 7 region. The Export Development Grant program combines funding with mentorship and guidance to help small businesses take advantage of opportunities for overseas expansion. - March 17, 2016 - Eagle Technology
Trinova Capital Launches Global Client Drive
Trinova Capital launches ambitious global client initiative to drive next decade of growth for the firm. - March 07, 2016 - Trinova Capital
U.S. Equity Market Performance is Sustainable, According to Drapella Capital Management Report
Drapella Capital Management Sees 4 Key Reasons Why U.S. Corporate Earnings Can Continue to Grow and Drive Equity Market Returns in 2016. - November 24, 2015 - Drapella Capital Management
Educational Medicare Workshop for Baby Boomers
An educational workshop titled "Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know About Medicare and Long-Term Care" has been scheduled for 9:00 AM on November 21 at Elliott and Associates Wealth Advisors, Inc located at 1225 Johnson Ferry Rd, Suite 600,... - November 11, 2015 - Elliott & Associates Wealth Advisors, Inc.
Everest Companies File Lawsuit Against Kirk Financial Group, Kirk Investment Advisors, and Christopher Kirk
Everest Companies File Lawsuit against Kirk Financial Group, Kirk Investment Advisors, and Christopher Kirk for alleged Lanham Act Violations, Misappropriation of Trade Secrets, Trademark Infringement, Invasion of Privacy, and Tortious Interference with Contract. - October 20, 2015 - Everest Companies
Kristine d’Esterhazy of PARAGON Wealth Strategies in Jacksonville, FL Earns Chartered Special Needs ConsultantTM (ChSNCTM) Designation
Kristine d’Esterhazy, CFP® and Financial Advisor with PARAGON Wealth Strategies in Jacksonville, FL, has earned the Chartered Special Needs ConsultantTM (ChSNCTM) professional designation from The American College, Bryn Mawr, PA. The demand for financial advisors who understand the... - September 21, 2015 - PARAGON Wealth Strategies, LLC
PARAGON Wealth Strategies to Participate in Walk Now for Autism Speaks Resource Fair
PARAGON Wealth Strategies to Participate in Walk Now for Autism Speaks Resource Fair; Autism Walk is Saturday September 19th, 2015 at The Landing - September 21, 2015 - PARAGON Wealth Strategies, LLC
Meridian Capital Management Finds Opportunity in Declining Energy Prices
Falling oil prices might have caused a general upheaval in the global economy but this could actually mean better opportunities for income smart investors. - August 23, 2015 - Meridian Capital Management
Meridian Capital Management Suggests Key Investment Strategies for Better Earnings
With receding global risks, the need for strategic investment to maximise profits, is on the rise. Meridian Capital Management, a Hong Kong based wealth management firm, has recently introduced an Investor’s Guide to help financial advisors, market analysts and clients focus on returning back... - August 23, 2015 - Meridian Capital Management
Meridian Capital Management Recommends Volatility Funds to Protect Portfolios
Long-term and efficient exposure to volatility can help investors make the best of varying market cycles explains the Hong Kong based advisory firm. - August 23, 2015 - Meridian Capital Management
Meridian Capital Management’s Steven Haines to be the Key Speaker at Hong Kong’s Small Business Forum
Meridian Capital Management’s Steven Haines announces he will be the key speaker at Hong Kong’s 2016 Small Business Leadership Forum. - August 21, 2015 - Meridian Capital Management
Team of Experienced Market Analysts to Join Meridian Capital Management
Meridian Capital Management the Hong Kong based investment advisory firm is breaking new grounds by expanding their risk management profile to revolutionize their market presence. - August 21, 2015 - Meridian Capital Management
Meridian Capital Management Celebrates Anniversary with Introduction of Global Macro Hedge Fund
Meridian Capital Management announces introduction of Global Macro Hedge Fund for this era’s risk averse global investors, as a part of anniversary celebrations. - August 21, 2015 - Meridian Capital Management
Meridian Capital Management to Take Part in Emerging Markets Forum 2015
Meridian Capital Management announces the participation of their team in the anticipated "Emerging Markets Forum 2015" to be held in Hong Kong late 2015. - August 19, 2015 - Meridian Capital Management
New Survey Shows Expected Growth in the Financial Markets
A recently conducted survey by Meridian Capital Management displays a confident outlook for market growth. - August 15, 2015 - Meridian Capital Management
Meridian Capital Management Announce the Hiring of More Than 20 FSA’s
Meridian Capital Management the Hong Kong based investment brokerage is making headway with the firm's efforts to expand its personal solutions advisory service. - August 15, 2015 - Meridian Capital Management
Meridian Capital Management Introduces Two New Algorithm’s for Its Futures Trading Arm
Meridian Capital Management, the Hong Kong based investment firm, is pleased to introduce two new execution algorithms to meet the growing demand for its Futures trading arm. The latest update to their trading software release includes new algorithms, which can now be used to achieve a broader set... - August 15, 2015 - Meridian Capital Management
Meridian Capital Management Names Timothy Bass Chief Data Officer
Timothy Bass joins the Hong Kong based investment brokerage as chief data officer. - August 15, 2015 - Meridian Capital Management
13,000 TiE Global Entrepreneurs to be Linked Through a Mobile Solution by TrueFinancial™
TrueFinancial™ Technologies, Inc. has been contracted by TiE Global to build a complete mobile solution using their TrueNative™ Platform. TiE Global is the world’s largest entrepreneurial network with 13,000 members across 60 chapters in 18 countries. TrueFinancial™ Technologies specializes in building native mobile apps for investor relations and business communications covering Apple, Android and Windows. - August 13, 2015 - TrueFinancial Technologies
Coral Gables Asset Management Appoints Ms. Elizabeth Fugler as Director of Business Development and Client Service
Coral Gables Asset Management has hired Ms. Elizabeth Fugler as CGAM’s Director of Business Development and Client Service. In her new role, Elizabeth has senior responsibility for the firm’s business development and client service group. She brings over 15 years of experience in... - July 02, 2015 - Coral Gables Asset 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
Norbert Mach – 1.5 Trillion Yuan Injected Into Chinese Markets
Chinese markets fluctuate, as investors weigh up next move. - May 29, 2015 - Norbert Mach
Warrington Asset Management Expands Beyond Morgan Stanley Legacy
Warrington Asset Management has separated from Morgan Stanley and is now open to new clients. Headed by Texan Scott Kimple, Warrington has an 18-year track record, with an average compounded return of 11%. - May 03, 2015 - Warrington Asset Management
Crenshaw Asset Management - United States Oil Market Trading Report 2015
Crenshaw Asset Management announces the public release of the firms "United States Oil Market Trading Report 2015." - April 30, 2015 - Crenshaw Asset Management
Millenia Commercial Real Estate’s Eric Ramirez Receives 2014 CoStar Power Broker Award
Commercial Real Estate’s Leading Independent Information Provider Recognizes Market’s Top Leasing and Sales Brokers. - April 21, 2015 - Millenia Commercial Real Estate
Coral Gables Asset Management Launches New Long-Short Hedge Fund
Fund introduces quantitative strategies based on geographical information dispersion and industry-level political sensitivity. - March 23, 2015 - Coral Gables Asset Management
Crenshaw Asset Management to Head UK Commodity Derivatives Expo
Crenshaw Asset Management has announced that the company will be heading the UK Commodity Derivatives Expo in June 2015. - March 05, 2015 - Crenshaw Asset Management
JP Capital Fuels Manufacturing Growth and Job Creation
JP Capital Management is pleased to announce the recent investment into the expansion of one of their key holdings, Vista Window Company. This investment enables the opening of Vista’s Swainsboro, GA based manufacturing facility, a 57,000 square foot location that will house the fabrication and assembly of the company’s primary line of vinyl replacement windows. - February 01, 2015 - JP Capital Management
JP Capital Group Continues to Reinvest Into Properties and Clients
According to JP Capital Management, successful asset growth often means reinvesting in a project, holistically. Such is the case with their recent investment into Summerfield Commons in Pittsburgh, PA. - January 07, 2015 - JP Capital Management
Mindfulness is the New Weapon Against Obesity
White Plains Group Uses Small Changes to Get Big Results - November 16, 2014 - Integrated Peace Arts
Launch of NextGen Financial Planning Firm
NextGen Wealth is taking financial planning to the next generation. - September 16, 2014 - NextGen Wealth
Public Sector Baby Boomers Risk Having Their 457 Plans Drained by Out-of-Control Long-Term Care Costs
The #1 threat to 457 plans is high long-term care expenses - and only a handful of government workers & retirees are preparing for them. - September 12, 2014 - Public Retirement Planners, LLC
NPR Interviews Owner of Public Retirement Planners About Philip Seymour Hoffman and Trust Fund Kids
The celebrated late actor didn’t want his children considered "trust fund kids" - but they just may be after all. - September 04, 2014 - Public Retirement Planners, LLC
Institute of Business & Finance Announces a New CIS™ Designee - Joyce Blonskij
Joyce Blonskij - Certified Income Specialist provides the knowledge needed to create a plan designated to provide a steady stream of income to clients on a regular basis, using conventional as well as unconventional methods. To obtain this designation the following requirements must be met: 2,000 hours or more work experience in the financial services industry or a bachelor’s degree for an accredited college or university. Candidate must complete a self-study program of six modules in 15 weeks. - August 05, 2014 - Blonskij Financial Services, Inc.
Global Trust Depository is Now Offering Paymaster Services
Global Trust Depository has just announced that the firm is now offering Paymaster Services in addition to their current services including Safe Keeping Receipts, Authentication Reports, Fiduciary Services and more. Paymaster Services are best suited for clients that need assistance with receiving... - May 28, 2014 - Global Trust Depository
Global Trust Depository is Taking New Clients for Safekeeping Receipts
Global Trust Depository has just announced that the service is now taking new clients for safekeeping receipts. Global Trust Depository can accept almost any kind of valuable assets for safekeeping purposes. The service contracts out with local bank vaults for storage facilities and can issue a... - April 23, 2014 - Global Trust Depository
Global Trust Depository is Taking New Clients for Bonded Courier Services
Global Trust Depository has just announced that the service is now taking new clients for bonded courier services. This is one of the best ways to deliver official, valuable and important information from a service with a professional standard and a reputable image. The company is also taking... - March 21, 2014 - Global Trust Depository
Andrew Kinnear - Vice President for Finance at Sinclair Capital Management to Retire by 2015
Mr. Andrew Kinnear, Vice President for Finance at Sinclair Capital Management, the UK based commodity brokerage has officially announced plans for his retirement at the end of the year. - February 13, 2014 - Sinclair Capital Management
Reach Wealth Management to Head European Commodity Trading Expo
Reach Wealth Management have announced that the company will be heading the European Commodity Trading Expo in Basel, Switzerland come August 2014. - February 13, 2014 - Reach Wealth Management
Global Trust Depository is Taking on New Accounts for 2014 as a Third Party Holder of Assets
Global Trust Depository makes a 2014 New Year’s resolution to acquire new accounts as a Third Party Holder of Assets. - January 15, 2014 - Global Trust Depository
Global Trust Depository is Now Capable of Providing Evaluation Reports for High Value Assets of Their Clients
Keep your Assets Safe and Deposit with Full Confidence after Transparent Appraisal and Evaluation Services by Global Trust Depository - December 16, 2013 - Global Trust Depository
Global Trust Depository Announces Trust Services for International Markets
Global Trust Depository has just announced that the company is offering trust services for international markets. Some of the countries that they cater to include Hong Kong, Indonesia, Germany, Switzerland, Italy, England, Mexico, Portugal, and Spain. Global Trust Depository provides a number of... - November 09, 2013 - Global Trust Depository
Michael A. Conticelli, CFS, CDFA Opens Solutions Advisory Services, LLC to Partner with Royal Fund Management to Offer Fee Only Investment Services
Michael A. Conticelli, CFS, CDFA today announced a new business relationship with Royal Fund Management; a Florida based SEC Registered Investment Advisor. As an Investment Advisor Representative of Royal Fund Management, Michael will now operate as a fiduciary. As a fee only investment advisory... - June 27, 2013 - Solutions Money Management