Recent Headlines
Macroaxis Releases Alpha Portfolio Toolset for Mobile Devices
Macroaxis Corporation, a software company specializing in delivering portfolio optimization technologies to mainstream investors, announced its alpha release of portfolio management toolset for mobile devices. - November 06, 2007 - Macroaxis Corporation
Raleigh Wealth Strategist Named President of Community Partnerships Board
Brant Spesshardt, a Raleigh-based wealth strategist with Banyan Rock and Talent, has been named president of the board of directors for Community Partnerships, Inc. (CPI). - November 02, 2007 - Banyan Rock & Talent
Landon Watts, Local Wealth Strategist, Attends Global Strategy Meeting
W. Landon Watts, a financial strategist, attended the Van Kampen Investments Global Strategy meeting in Chicago on September 6. - November 01, 2007 - Banyan Rock & Talent
Self Directed Retirement Accounts Focus of Discussion at US Wealth Summit
Beyond Traditional Markets. Capital Market Solutions, LLC (“CMS”) is at the forefront of the Financial Services Industry. CMS’s innovative concepts are bridging the gap between traditional and non-traditional investments with use of the Self Directed Retirement Account (“SDRA”). - October 31, 2007 - Capital Market Solutions, LLC
Total Portfolio Daily Profit and Loss Dynamic Indicator is Integrated
Macroaxis Corporation, a software company specializing in on-demand solutions for the wealth management sector, integrated a total portfolio daily profit and loss indicator. The dynamic value indicator is an additional component complementing its existing portfolio management framework, and... - October 19, 2007 - Macroaxis Corporation
Companies to Provide Innovative Financial Planning Benefit for Workers
It’s common in today’s society for individuals and families to be concerned with their financial security. Current cash flow, debt reduction, the prospects of retirement, the possibility of outliving those funds, and much more equal to common concerns of the majority of today’s Americans. - October 16, 2007 - Financial Action, Inc.
Blue Prairie Group's Wealth Management Practice Continues to Grow
Blue Prairie Group's Wealth Management Practice continues to grow with addition of new Management Planner - October 16, 2007 - Blue Prairie Group
Beyond Traditional Markets - Self Directed Retirement Accounts
Beyond Traditional Markets. Capital Market Solutions, LLC (“CMS”) is at the forefront of the Financial Services Industry. CMS’s innovative concepts are bridging the gap between traditional and non-traditional investments with use of the Self Directed Retirement Account (“SDRA”). - October 12, 2007 - Capital Market Solutions, LLC
Mahoney & Associates Appoints Kirk Colwell as Senior Consultant
Mahoney & Associates expands its strategic consulting team with the addition of Kirk Colwell. - October 07, 2007 - Mahoney & Associates
Mahoney & Associates Grows Again with Addition of Key Staff Members
Mahoney & Associates fills three strategic management positions. - September 26, 2007 - Mahoney & Associates
PENSCO Trust CEO and Founder Tom Anderson Speaks at Department of Labor Hearing
On July 31st, Tom Anderson, CEO and Founder of PENSCO Trust Company, provided oral testimony at the request of the Department of Labor (DOL) at a public hearing to discuss the feasibility and ramifications of the application of computer model investment advice programs for Individual Retirement Accounts - August 29, 2007 - PENSCO Trust Company
Secrets of Self-Directed IRA Investing Revealed at PENSCO Trust’s Free Educational Event for Financial & Real Estate Professionals in Boston on September 20th 2007
PENSCO Trust Company, a leading custodian for self-directed IRAs, is hosting free educational and networking events for attorneys, real estate professionals, CPAs and financial planners to provide information about important rules and reveal hidden opportunities for tax-deferred and tax-free retirement planning using self-directed investing. The next seminar is Thursday, September 20th in Boston, MA. - August 17, 2007 - PENSCO Trust Company
Raleigh Wealth Strategist Raises Money for Community Partnerships
Brant Spesshardt, a Raleigh-based wealth strategist with Banyan Rock and Talent, announced today that he will make a donation to Community Partnerships, a local non profit organization that supports those who live with disabilities and other challenges. Spesshardt is making the donation in honor... - August 08, 2007 - Banyan Rock & Talent
Raleigh Financial Advisor Attends Berkshire Hathaway’s Annual Meeting
Michael Sterling, president and CEO of Banyan Rock & Talent, a Raleigh-based collaboration of wealth strategists, announces today that he attended the 2007 Berkshire Hathaway Annual Shareholder's Meeting. This is the third consecutive year Sterling has attended the largest shareholder meeting... - August 08, 2007 - Banyan Rock & Talent
Clutch Financial Solutions Launches New Website: www.clutchfinancial.com
Clutch Financial Solutions is pleased to announce the launch of its new website. This website offers a clean and unhindered look into the primary elements of the company including its founding information, services offered and client access to their online portfolios. Clutch Financial Solutions... - August 01, 2007 - Clutch Financial Solutions
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.
Liberty Financial Group Reports Over 3,000 Loan Originators Attend the Strategic Equity Summit
Mortgage professionals flock to the largest industry event of its kind to learn mortgage planning techniques that help borrowers safely and conservatively reach their financial goals. - July 04, 2007 - Liberty Financial Group
Finally a New Educational Resource for Self-Directed IRAs
Equity Trust Company now has a blog where people can come together and share insight, tell a story, or make suggestions. Come visit their new blog site and educate yourself. - May 13, 2007 - Equity Trust Company
PENSCO Trust Helps Investors Expand their IRA Investment Options to Include Real Estate, Notes, Private Businesses and More with Self-directed IRAs
Self Directed IRA free educational and networking events hosted by PENSCO Trust will be held in various cities throughout the country. The next event is on Thursday, May 17th in Dallas, TX. These industry leading events are for tax attorneys, CPAs, financial advisors, real estate & mortgage professionals who want to tap this emerging market and learn the rules about self-directed IRAs and the new Solo(k). - May 12, 2007 - PENSCO Trust Company
Equity Trust Company Hosts Tax-Free Wealth Seminars Across the United States; Seminars Educate Investors on Self-Directed IRA Growth Possibilities
Equity Trust Company is making special appearances across the United States to host Tax-Free Wealth Seminars. A self-directed retirement expert will present the benefits self-directed IRAs can provide investors today and in the future. Equity Trust Company will travel to the following cities: Baltimore/Washington D.C., Dallas/Fort Worth and Houston. - May 05, 2007 - Equity Trust Company
Local Wealth Strategist Achieves Mortgage Specialist Designation
Michael Sterling, president and CEO of Banyan Rock & Talent, a Raleigh-based collaboration of wealth strategists, announced today that W. Landon Watts, a financial strategist, added the Mortgage Specialist designation to services provided through AIG Bank Mortgage Solutions. Watts has achieved... - May 03, 2007 - Banyan Rock & Talent
Banyan Rock & Talent Wealth Strategist Joins Network of Socially Responsible Investment Advisors
Darron Stover announces today that he has become a member of First Affirmative Financial Network, a network of socially responsible investment (SRI) advisors. - April 16, 2007 - Banyan Rock & Talent
Rich Winer Named to Guitar Center Music Foundation's Board of Directors
Financial planner, Rich Winer has been named to The Guitar Center Music Foundation's board of directors. The foundation provides funding and resources for in-school and after-school music programs throughout the United States. - April 16, 2007 - Winer Wealth Management, Inc.
Banyan Rock & Talent Announces New Vice President
Michael Sterling, president and CEO of Banyan Rock & Talent, a Raleigh-based collaboration of wealth strategists, announces today the addition of Steven Canali as vice president. This addition to the staff represents the firm’s philosophy of strength, growth and diversification through... - April 12, 2007 - Banyan Rock & Talent
Banyan Rock & Talent Wealth Strategist Inducted to Chairman’s Council
W. Landon Watts, a financial strategist with Banyan Rock & Talent, has been inducted to the Van Kampen Investments Chairman’s Council. - April 09, 2007 - Banyan Rock & Talent
Banyan Rock & Talent Celebrates 21st Anniversary
Banyan Rock & Talent celebrates continued success despite trends that have caused many similar financial institutions to merge, change names or go out of business in the past two decades. - April 05, 2007 - Banyan Rock & Talent
Mahoney & Associates Prepares for Exceptional Growth Strategy in 2007 - Appoints Five Key Staff Members
Mahoney & Associates fills five strategic management positions during the first quarter of 2007. - March 31, 2007 - Mahoney & Associates
Self Directed IRA Free Event by PENSCO Trust Company will be Held in Fort Lauderdale, Florida on April 19th, 2007
Self Directed IRA free educational events hosted by PENSCO Trust Company will be held in various cities throughout the country at no charge. These free Mini-Symposiums are for tax attorneys, CPAs, financial advisors, real estate & mortgage professionals who want to tap the emerging self directed IRA market. - March 28, 2007 - PENSCO Trust Company
Self-Directed IRA Events Launched by PENSCO Trust Company
Self-Directed IRA educational events hosted by PENSCO Trust Company will be held in various cities throughout the country at no charge. These free mini-symposiums are for tax attorneys, CPAs, financial advisors, real estate & mortgage professionals who want to tap the emerging self-directed IRA market. - March 12, 2007 - PENSCO Trust Company
Retirement Capital Group Announces 2007 Executive Compensation & Benefits Forum
Retirement Capital Group, Inc. (RCG), a national organization dedicated exclusively to developing innovative and strategically-oriented solutions for benefit and compensation issues, is proud to announce its 2007 Executive Compensation & Benefits Forum. In light of the major changes... - March 08, 2007 - Retirement Capital Group
Financial Planner Rocks Out for Charity
Financial planner, Rich Winer and his celebrity bandmates Hugh Laurie, James Denton, Greg Grunberg, Bonnie Somerville and Bob Guiney are donating their time and musical talents to raise millions of dollars for charity as members of the celebrity rock group Band From TV. - October 12, 2006 - Winer Wealth Management, Inc.
Winer Wealth Management, Inc. Offers Complete IRA Care Solution
Winer Wealth Management, Inc. in Woodland Hills, California is now offering The Complete IRA Care Solution, a comprehensive IRA distribution planning program designed by nationally recognized IRA expert Ed Slott. The program, which covers more than 150 key areas of IRA distribution planning, is available exclusively through the members of Ed Slott's Elite IRA Advisor Group. - October 12, 2006 - Winer Wealth Management, Inc.
Leading Provider of Exchanged Traded Fund (ETF) Managed Accounts Offers Free Book for Download at www.etfaccount.com
Good Money – Bad Investments - August 25, 2006 - Efficient Market Advisors, LLC
San Diego Based Efficient Market Advisors, LLC Selected as One of The 10 Most Dependable™ Wealth Managers of Southern California
Efficient Market Advisors, LLC has been selected by Goldline Research as one of the 10 Most Dependable™ Wealth Managers of Southern California. The list of the 10 Most Dependable Wealth Managers of Southern California is scheduled to be published in the November issue of Southwest Airlines... - August 25, 2006 - Efficient Market Advisors, LLC
Efficient Market Advisors, LLC Announces Acquisition of T.O. Richardson Company, Inc. Transaction Closed April 28, 2006
Leading Manager of Exchange Traded Fund Seperately Managed Accounts Completes Strategic Acquisistion. - May 01, 2006 - Efficient Market Advisors, LLC
Pitchlets - a New Concept for Rapid Distribution and High-impact Presentation of Financial Analytics
Pitchlets™ facilitate the rapid distribution of financial analytics to large audience groups – enabling interactive scenario analyses, presentation of investment recommendations, performance results and attributions. Using advanced visualization techniques, Pitchlets™ use high-impact graphical representations of complex financial models, and are ideal for situations that require interactive communication of multi-dimensional analytics with a need for dynamic scenario analysis. - April 03, 2006 - Macroaxis Corporation