Recent Headlines
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.
David S. Richmond Earns Master of Science in Financial Services Degree from the American College
Co-founder of Richmond Brothers Financial Management Specialists, Inc. pursued degree to better serve clients and prospective clients - March 10, 2011 - Richmond Brothers, Inc.
Cedar Brook Partner, Frank Legan, Earns FINRA Series 31 License
Cedar Brook Financial Partners, one of Cleveland's largest independent wealth management firm's Partner, Frank Legan, earns a Series 31 License. - March 10, 2011 - Cedar Brook Financial Partners LLC
National Gold Group Attends the Bright Lights Benefit Gala for Postpartum Support International
NGG Donates to Postpartum Support International and Attends Their Charity Event in Los Angeles - March 09, 2011 - National Gold Group
Cedar Brook Financial Partners Doubles Donation to American Heart Association's Go Red for Women Campaign
Cedar Brook Financial Partners, one of Northeast OH's largest independent wealth management firms, sponsored a firm-wide program to raise donations for the American Heart Association's Go Red for Women Campaign. - February 25, 2011 - Cedar Brook Financial Partners LLC
National Gold Group Launches a Very Impactful Radio Campaign in Louisville, KY
NGG Receives a Phenomenal Response After Radio Campaign Emphasizing the Importance of a Diversified Portfolio. - February 16, 2011 - National Gold Group
Investment Expert Pens "1001 Truths About Investing"
Sidoxia Capital Management President and hedge fund manager Wade Slome has just introduced his much anticipated second book, "1001 Truths about Investing." - February 11, 2011 - Sidoxia Capital Management, LLC
Cedar Brook Financial Partners Announces the Addition of Ryan Olds, CFP
Cedar Brook Financial Partners, one of the largest independent wealth management firms in Northeast Ohio, is pleased to announce that Ryan Olds, CFP, has joined the firm. - January 29, 2011 - Cedar Brook Financial Partners LLC
Portfolio Evaluations, Inc. (PEI) Gains New Talent
Portfolio Evaluations, Inc. experiences growth and gains new talent in its Dallas office. - January 23, 2011 - Portfolio Evaluations, Inc.
VantagePointe Financial Group Announces 2010 Investment Sales Leader
Asa Lakeman, Financial Advisor at VantagePointe Financial Group was recently named Investment Sales Leader for the second consecutive year. "Due to Asa’s education, hard work, and client focus I am pleased to announce Asa Lakeman as our 2010 Investment Sales Leader," Managing... - January 22, 2011 - VantagePointe Financial Group
Investor Profile Offers a 50% Rebate on Annual Broker Fees for ISAs and Unit Trusts
Investor Profile has launched a New Year Sale with all new customers transferring their existing ISA and Unit Trust investments benefitting from a 50% annual broker fee rebate. - January 14, 2011 - Investor Profile
Cedar Brook Financial Partner Alan Yanowitz Celebrates 20 Year Anniversary
January marks 20th anniversary of Yanowitz' financial planning career. - January 07, 2011 - Cedar Brook Financial Partners LLC
Richmond Brothers Honored by Jackson Community College Foundation for Scholarship Donations
Richmond Brothers Foundation has donated funds to Jackson Community College for scholarships since 2006 and has helped more than 100 college students fund their education. - December 21, 2010 - Richmond Brothers, Inc.
Cambridge's 2010 Survey Affirms High Satisfaction Ratings by Rep/Advisors
Marks the 12th consecutive year Cambridge has scored 9 out of 10 in comparison to other Broker/Dealers for overall satisfaction. - December 16, 2010 - Gaxiola Financial Group
Broad Financial Launches New Alternative Investment Funds Designed for the Self Directed IRA and Solo 401K Investor
Broad Financial LLC, a New York-based diversified financial services company specializing in self directed IRA's and Solo 401K plans, has recently introduced two alternative investment funds, a tax lien fund and a real estate fund. - December 16, 2010 - Broad Financial - Self Directed IRA and Solo 401K Plans
National Gold Group Announces 2010 Charitable Giving
NGG Sponsors Annual Charity Event for the Breast Cancer Research Foundation - December 15, 2010 - National Gold Group
Kelly Financial Group Donates to CT Children's Medical Center
Fundraising for Connecticut Children’s Medical Center’s A Brighter Hope campaign continues to gain momentum with a recent $10,000 gift presented by Greg Hammond and Scott Iles of Kelly Financial Group to benefit the New Clinical Care Center for Cancer and Blood Disorders. Along with... - December 14, 2010 - Kelly Financial Group
Founding Principal of Cedar Brook Financial Partners Launches New Book
Cedar Brook Financial Partners Founding Principal, Howard Slater, Co-Authors book that provides financial planning tools for improved decision making. - December 09, 2010 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners Promotes Craig Gabel
Cedar Brook Financial Partners, one of the largest wealth management firms in Northeast Ohio, promotes 15-year industry veteran, Craig Gabel. - December 08, 2010 - Cedar Brook Financial Partners LLC
Capitol Financial Solutions Team Member Earns Registered Paraplanner Certification
Sara K. Epps from Capitol Financial Solutions (CFS), located in Richmond, VA, earned her Registered Paraplanner certification by the College of Financial Planning. - November 16, 2010 - Capitol Financial Solutions
Richmond Brothers Offers Free Report: Answers to Frequently Asked Questions About Retirement
Richmond Brothers Financial Management Specialists, Inc. newly redesigned website offers many free resources for baby boomers planning for their retirement years ahead. - November 11, 2010 - Richmond Brothers, Inc.
Antarctica Asset Management Wins 2010 HFMWeek Performance Awards
Antarctica Credit and Distressed Fund Ltd Named Best Newcomer Fund of Hedge Funds - October 30, 2010 - Antarctica Asset Management
Kim Gaxiola Chooses Cambridge
Expanding Opportunities for Enhanced, Broadened Base of Service - October 27, 2010 - Gaxiola Financial Group
John Huber and Associates Tax Services Malta Participate at the ‘Place in the Sun Exhibition’ at the NEC
At the exhibition, visitors had the opportunity to meet a selection of property agents from Malta and Gozo who showcased a wide variety of property options from both islands. John Huber was available to answer any questions related to the buying process and taxation. Malta shares deep-rooted strong cultural and historical ties with Britain. - October 16, 2010 - John Huber and associates Tax Consultants
John Huber and Associates Tax Services Promote Malta as the Ideal Retirement Home for Swedes
Overall Malta offers the most attractive fiscal incentives for retirees. Its rich culture and heritage, weather, Mediterranean lifestyle and European flair go a long way. However the fact that English is an official language greatly differentiates Malta from other popular destinations. - October 15, 2010 - John Huber and associates Tax Consultants
AttisCorp Financial Group in Moncton, NB Providing Financial Services Expands Its Team
AttisCorp Financial Group, a leading full service financial planning advisory practice in Atlantic Canada, announced today that it has added a group health and dental specialist to its ranks. - October 08, 2010 - Attis Corp Financial Group Inc.
Helen Sipsas is Awarded Certified Financial Planner™ Designation
Helen Sipsas, MBA, CFP®, a Managing Principal of Peak Wealth Advisors with offices in San Luis Obispo, CA and Pasadena, CA has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, Certified Financial Planner™ and CFP... - October 06, 2010 - Peak Wealth Advisors
Cedar Brook Welcomes Anthony Podojil, PH.D.
Anthony Podojil, Ph.D., formerly the Superintendant of the West Geauga, OH, local schools joined Cedar Brook Financial as an Associate. - October 02, 2010 - Cedar Brook Financial Partners LLC
Finance Executive Frank Legan Joins Cedar Brook Financial as Partner
Frank Legan, formerly with Merrill Lynch and National City/PNC Investments, has joined Cedar Brook Financial as a Partner. - October 02, 2010 - Cedar Brook Financial Partners LLC
Hidden Treasure? Cedar Brook Financial Hosts First Life Insurance Policy Roadshow
Cedar Brook, one the region's largest independent wealth management firms, has announced the first Life Insurance Roadshow, October 4 - 8, 2010, at their office in Cleveland, OH. Anyone 60 or older with a term or permanent life insurance policy valued at $250,000 or more is eligible to receive a free appraisal from an expert at Cedar Brook. - October 02, 2010 - Cedar Brook Financial Partners LLC
Legacy Family Office Featured in International Business Magazine
Naples multi-family office Legacy Family Office was featured in ZILLION International, a business magazine for international enterprises. Founder and president Tamara Surratt was interviewed for the article and explains why multi-family offices are quickly becoming the wealth and family management... - September 23, 2010 - Legacy Family Office
Smaller Hedge Funds to Thrive Under Dodd-Frank Bill
The Dodd‐Frank Bill signed into law on July 21 promises to improve accountability, transparency and end the "too big to fail" notion. At the same time it allows for smaller hedge funds (under $150 million) to thrive. HEDGEAnswers Launch Session's faculty provides insights to assist budding hedge fund managers on September 15. - September 07, 2010 - HEDGEAnswers
Kristi Sabo Launches Rainier Commercial Capital, a Financial Services Firm Specializing in Self Directed IRAs
New Company Increases Ability For Individual Investors To Take Control of Their Retirement Accounts, Eliminate Investment Fees and Reduce Tax Burdens. The Rainier Commercial Capital Group introduced a new service this week which provides individual investors direct control over their own... - September 02, 2010 - Rainier Commercial Capital
Surratt Attends Prestigious American Red Cross Summit
Tamara Surratt, founder and president of Legacy Family Office, attended the American Red Cross’ Tiffany Circle Summit in Washington, D.C. in May. Tiffany Circle members are women who support their local American Red Cross chapters with a minimum donation of $10,000 or more each year. The... - September 02, 2010 - Legacy Family Office
Bertrand Retirement Strategies in Oklahoma City Makes Top 3 in 2010 Readers’ Choice Awards
Bertrand Retirement Strategies makes top 3 in the Oklahoman’s Readers’ Choice Awards, competing against mid to large sized heavyweights in the Financial Advisors category. - August 28, 2010 - Bertrand Wealth Strategies
H. Bradley Bertrand Gets off the SOFA to Build Financial Awareness
H. Bradley Bertrand of Bertrand Retirement Strategies recently joined the Society of Financial Awareness (SOFA), a non-profit organization comprised of financial professional volunteers, offering financial and health education to companies, small businesses, organizations and community groups. - August 01, 2010 - Bertrand Wealth Strategies
New Service Helps Future Retirees to "Navigate the Social Security Maze"
Kiner & Associates CPAs of Cincinnati, Ohio is looking to help soon-to-be-retired individuals who are overwhelmed by the paperwork and rules associated with filing for Social Security retirement benefits. Their new 'Social Security Benefits Analysis' is designed to guide clients towards making the best financial decisions when filing for benefits and to answer the many questions relating to all Social Security benefits. - June 16, 2010 - Kiner & Associates CPAs, Inc.
netwealth Investments Enhances SMSF Integration
netwealth today announced the addition of a daily data feed from the netwealth Investment Wrap to BGL, a leading provider of SMSF accounting software. - June 01, 2010 - netwealth Investments
Local Financial Advisers Participate in Dave Ramsey’s Total Money Makeover Live
Banyan Rock & Talent wealth strategists participate in the Dave Ramsey Total Money Makeover Live event. The event offered valuable insight into personal investing, creating a game plan to get out of debt and how to invest with confidence. - May 28, 2010 - Banyan Rock & Talent
Local Financial Adviser Offers Tips to Handle a Job Layoff
W. Landon Watts (www.LandonWatts.com), financial adviser for Raleigh-based wealth strategists Banyan Rock & Talent, offers five financial tips to utilize when handling a job layoff. - May 26, 2010 - Banyan Rock & Talent
Bertrand Retirement Strategies, LLC Offers Targeted Retirement Planning Solutions for Your Nest Egg
H. Bradley Bertrand helps individuals make the right financial decisions and build income streams that cannot be outlived; securing financial peace of mind during retirement. - May 07, 2010 - Bertrand Wealth Strategies
AmeriGen Implements Tax Planning Solutions to Cut Tax Liability of Business Owners and Self-Employed Individuals by 2/3
Mr. Genitrini can help business owners and self-employed individuals purchase financial assets for their retirement with money normally used to pay taxes. Mr. Genitrini’s clients can save at least $6,500 per year by implementing a very basic tax structure and $3,500 more by choosing a better legal structure. Mr. Genitrini’s knowledge of tax planning techniques and layered corporate structuring often allows his clients to save up to 2/3 of their annual tax liability. - May 04, 2010 - AmeriGen
In Time Management Launches Project Management Software Community for Resource Sharing
The new interactive network portal http://pm-software.org is a unique meeting point for project managers looking to evaluate and select project management software tools for their business needs. - May 01, 2010 - In Time Management
Malta as the Ideal Retirement Destination Promoted by John Huber and Associates
John A. Huber has worked in the field of tax, retirement and residency in Malta for more than 20 years. Prior to setting up his own practice, John Huber held the role of Associate Director at KPMG Malta. More information about Malta as a retirement destination can be found on the website www.johnhubermalta.com, www.personaltaxmalta.com. - April 02, 2010 - John Huber and associates Tax Consultants
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
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
New Website Launched by John Huber and Associates
John Huber & Associates launches website www.johnhubermalta.com. - March 07, 2010 - John Huber and associates Tax Consultants
Consumer Metrics Institute Sees GDP Contracting in Second Quarter
According to the Consumer Metrics Institute, the demand side of the U.S. Consumer Economy has been in contraction since January 15th, 2010. This slowdown should cause the recently reported growth in the production side of the economy to turn negative during the second quarter of 2010. - March 03, 2010 - Consumer Metrics Institute, Inc.
Jackson Hewitt Tax Service® Cites Five Most Important Tax Law Changes for 2010
Each year, taxpayers leave money on the table by failing to claim deductions and credits available to them when filing their annual tax returns. The Silver Spring, MD Jackson Hewitt Tax Service® office highlight the five most important tax law changes for 2010. “Many taxpayers are not... - March 02, 2010 - Jackson Hewitt Tax Service - Four Corners
The UK’s First Truly Low-Cost, Fully-Inclusive SSAS Provider is Launched
SSAS Practitioner.com is a newly established company specializing in the design and management of Small Self Administered Scheme (SSAS) pensions for the benefit of members and their companies. SSAS Practitioner.com offers a wealth of experience in the pensions industry, particularly in SSAS provision. - March 01, 2010 - SSAS Practitioner.com Limited