Recent Headlines
Pension Consultants Included in PLANADVISER’s Top 100
Pension Consultants, Inc., a leader in offering in-depth, un-conflicted advice on every aspect of retirement plan management, was recently recognized as one of the country’s Top 100 Advisers of 2015 by PLANADVISER. PLANADVISER, a nationally recognized and leading resource for advisers and... - February 11, 2015 - Pension Consultants Inc
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
Jorge Padilla Appointed 2015 FPA Miami President
Jorge Padilla, Client Advisor for The Lubitz Financial Group, has been appointed as 2015 President of the Financial Planning Association (FPA®) of Miami. A Certified Financial PlannerTM, Mr. Padilla works in The Lubitz Financial Group advisory team to develop wealth planning strategies and... - February 07, 2015 - The Lubitz Financial Group
Pension Consultants' Research Analyst Wins 2014 Investment Outlook Contest for Best Oil Price Forecast
Pension Consultants, Inc., a leader in offering in-depth, un-conflicted advice on every aspect of retirement plan management, is proud to announce that Terry Daniels, Senior Research Analyst, was recently awarded the 2014 CFA Society St. Louis (CFA-STL) Bulls Eye for Crude Oil Spot Price. - February 06, 2015 - Pension Consultants Inc
New Study Shows Charlotte Couples Agree on Retirement Lifestyle
Financial Expert Outlines a Plan for Achieving that Vision - February 04, 2015 - Hobart Financial Group
NEPC Welcomes Staten Island Firm
Northeast Planning Corporation is proud to announce that Joseph Biondolillo, of Biondolillo Financial Group has joined their Financial Services firm. Joseph is a proven industry leader in non-securities insurance strategies and advanced planning concepts, specializing in servicing some of the top... - January 14, 2015 - Biondolillo Financial
Nolan Financial Appoints James C. Bailey to Board of Directors
Nolan Financial is proud to announce that James C. Bailey has joined its Board of Directors. - December 23, 2014 - Nolan Financial
New Study Shows Personal Budget a Key New Year's Resolution for Charlotteans
Local Financial Expert Offers Tips for Conquering Resolution in 2015. - December 18, 2014 - Hobart Financial Group
Nolan Financial Sets High Industry Standard with Ninth Consecutive Unqualified SSAE 16 II Report
Nolan Financial has obtained the SSAE-16 II audit report with no exceptions noted for nine consecutive years. - December 15, 2014 - Nolan Financial
Randy Kricke to Host Safe Money and Income Radio Show
Financial Adviser Randy Kricke Discusses Safe Wealth-Building Strategies. - December 13, 2014 - Randolph Kricke
Hobart Financial Group Adds Jobs, Experiences Growth
Local financial advisory firm, Hobart Financial Group, announced today the addition of several new roles to its firm headquartered in Ballantyne. Corey Sunstrom and Melissa Colley have joined as associate advisors and Karen Holland has entered into a strategic partnership with Hobart. “With... - November 26, 2014 - Hobart Financial Group
Study Shows Financial Health Ranks High on Charlotteans' "Thankful" List
Local Financial Advisor Provides Checklist to Help Identify Risk Areas & Maintain That Security - November 26, 2014 - Hobart Financial Group
BancdeOptions to Open New Office in Singapore
It’s official, BancdeOptions CEO is announcing the opening of its second representative office since the beginning of the year in Singapore, the first being in Hong Kong for the Asian market. Sam Perkins, BancdeOptions VP for Business Development who is just returning from Hong Kong is... - November 24, 2014 - BancdeOptions
Ford A. Grifo of Grifo & Company, PLLC is a BEST of michbusiness Award Winner
Ford A. Grifo and nearly 100 other honorees in various categories will be celebrated in grand style at the michbusiness Award’s version of the Oscars, sponsored by the Michigan Business and Professional Association. Ford A. Grifo will be honored in the category of “The CPA That Adds Up." - November 15, 2014 - Grifo & Company, PLLC
In Need of More Than Just a Financial Advisor? New Jersey’s Ventura Wealth Management to Sponsor the 9th Annual Wine & Food Tasting Fundraiser.
Ventura Wealth Management is proud to announce that this year they will be attending the 9th Annual Wine & Food Tasting Fundraiser as a burgundy sponsor for PEI Kids. - October 17, 2014 - Ventura Wealth Management
The Tour de Finance Forum 2014 – Returns to Italy in October
The Spectrum IFA Group and Le Tour de Finance 2014 is back for its autumn tour and this time they are visiting the East coast of Italy and returning to Tuscany. - October 15, 2014 - The Spectrum IFA Group
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
New Jersey’s Ventura Wealth Management Sponsors Point Pleasant Education Foundation at the Manasquan River Golf Club
In 1992, the Point Pleasant Beach Public Education Foundation was formed in order to provide grants to students for learning opportunities that would otherwise not be budgetarily possible. - September 18, 2014 - Ventura Wealth Management
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
CCR Wealth Management Expanding Team
CCR Wealth Management, a Westborough, MA based financial services firm recently hired Tara Rice as a Client Service Specialist. - September 12, 2014 - CCR Wealth Management
Cedar Brook’s Rebecca Bar-Shain, CFP®, MBA, is Selected by Women’s Choice Award® as One of Top Financial Advisors in the U.S.
National organization recognizes Cleveland’s Rebecca Bar-Shain as one of an elite group of financial advisors who effectively serve women clients. - September 12, 2014 - Cedar Brook Financial Partners LLC
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
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
Le Tour de Finance Returns in October 2014
The Spectrum IFA Group together with Le Tour de Finance are returning for a series of events this October in France. - September 04, 2014 - The Spectrum IFA Group
Cloud Income Properties Announces Joint Venture with Tale Chaser Publishing Inc. and The Abundance Group LLC
Headquartered out of Phoenix, AZ, Cloud Income Properties Inc. is excited to announce the signing of a Joint Venture Partnership Agreement with Tale Chaser Publishing Inc., and The Abundance Group LLC. - August 23, 2014 - Cloud Income Properties Inc
Asset Allocation – Florida Retirement Advice from Ventura Wealth Management
Investing can be a risky venture for many people, which is why it is necessary to minimize risk and maximize profit by creating a personalized investment portfolio. - August 13, 2014 - Ventura Wealth Management
Cogs4Cancer and The Spectrum IFA Group
The Spectrum IFA Group have agreed to sponsor Lee Mutch for his epic ride from Ancona in Italy to Antibes, France in October 2014. - August 08, 2014 - The Spectrum IFA Group
Grace Harrington, CLTC, Introduces Long-Term Care Benefit Plan to Help Seniors Pay for Long-Term Care
Funding option converts a life insurance policy into a monthly payment stream to cover all forms of long-term care. - August 07, 2014 - Grace Harrington
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.
Ape Press to Launch Private Label Family Resource, “Organizing Your Family Legacy: A Practical Action Plan for Those You Leave Behind”
Ape Press is launching the most comprehensive legacy planning resource to help individuals prepare for the future. The flagship product is a user-friendly program featuring a simple, step-by-step roadmap to help individuals prepare for the unexpected. This resource is ideal for professional advisors seeking to build stronger, multigenerational client relationships and educate clients on how to navigate life’s unexpected obstacles, decide their legacy, and gain peace of mind. - July 31, 2014 - Ape Press
ERISA Fiduciary Advisors, Inc. Named a Top RIA Firm by Financial Advisor Magazine (July 2014)
17th fastest growing RIA firm in the country based on an annual survey from Financial Advisor Magazine. - July 17, 2014 - ERISA Fiduciary Advisors, Inc.
Howard Slater, CLU®, ChFC®, MSFS®, MBA, is One of Three Top Advisors to Present at Securities America’s Annual Meeting
Industry expert, author and principal of Cedar Brook Financial Partners, Cleveland’s Howard Slater speaks at national industry conference. - July 16, 2014 - Cedar Brook Financial Partners LLC
Dan McElwee Makes an Appearance on MoneyLife - Ventura Wealth Management, New Jersey
Ventura Wealth Management is excited to announce that Dan McElwee, Executive Vice President and Wealth recently appeared on ‘Money Life’, a self-proclaimed, “online resource for news and opinions on personal finance…” - July 13, 2014 - Ventura Wealth Management
Nolan Financial Grows While Remaining True to Founding Principles
Nolan Financial has expanded its team with a series of new hires that will help drive its growth while servicing its growing client base. - July 09, 2014 - Nolan Financial
Northeast Professional Planning Group Acquires Creative Pension Administrators, Inc.
Leading regional employee benefits and retirement planning firm continues growth through strategic acquisition. - July 05, 2014 - NPPG, Inc.
Northeast Professional Planning Group, Inc. Announces the Appointment of Wayne Finley
Leading regional employee benefits and retirement planning firm announces the appointment of Wayne Finley to Relationship Manager - July 04, 2014 - NPPG, Inc.
Nolan Financial Launches a New State-of-the-Art Website
Nolan Financial has launched a new responsive website that was created with functionality across all types of devices - desktops, smartphones and tablets. The new website offers informative Nonqualified Retirement Plan content with an attractive layout and easy to use navigation. - June 30, 2014 - Nolan Financial
Ventura Wealth Management Now Offers Families Wealth Management Services from Top Financial Advisors in New Jersey
Ventura Wealth Management, a Register Investment Advisor (RIA) wealth management company with top financial advisors in New Jersey, is now offering new families the chance to set up a financial plan for the purpose of bringing them out of debt. - June 18, 2014 - Ventura Wealth Management
Local Advisor, Ross Hunt, Completes Training on New Retirement and Tax Laws at Exclusive Conference with America’s IRA Experts
"IRAs are taking center stage (making up over 25% of total retirement savings nationwide)," Ed Slott expressed from his semi-annual Elite IRA Advisor GroupSM training program. - May 21, 2014 - RMH Advisors, LLC
Financial Planning Firm, Speir Financial, Hosts Workshop on Retirement Income: "What Are My Options"
Financial Planning Firm, Speir Financial Services, will hold seminar on Retirement Income “What are my Options” featuring James J Speir, prominent member in the metro Detroit community and founder of Speir Financial Services. Speir will be hosting this event at Ginopolis Bar-B-Q... - May 21, 2014 - Speir Financial
Real Gold IRA, LLC is Now Offering Nationwide Alternative to Retirement Account Holders - Learn How to Escape the High Fees That Erode IRA & 401(k) Retirement Accounts
Real Gold IRA, LLC is now offering a nationwide alternative to retirement account holders. They specialize in converting high fee IRA/401(k) retirement accounts into IRA LLCs, saving people thousands in account management fees while allowing physical possession of precious metals. Real Gold IRA LLCs are the low cost retirement account. - April 17, 2014 - Real Gold IRA, LLC
Top Financial Advisors at Ventura Wealth Management Update Company Website to Bring Latest Information to Clientele
Ewing, NJ based leader for comprehensive financial planning consultancy services, Ventura Wealth Management has announced that the company has recently updated their website to deliver the latest information to their clients across the region. - April 12, 2014 - Ventura Wealth Management
Northeast Professional Planning Group, Inc. Appoints Lance P. Roteman
NPPG a leading regional employee benefits, retirement planning and actuarial consulting firm announces the appointment of Lance P. Roteman to Senior Vice President. - March 29, 2014 - NPPG, Inc.
The Spectrum IFA Group Expands in Holland and Belgium
The Spectrum IFA Group are delighted to announce that David Elkan has joined the office in Holland. David has worked in Financial Services for the past 26 years covering all aspects of financial planning and investment advice. Initially working within a large offshore brokerage in South East Asia,... - March 29, 2014 - The Spectrum IFA Group
Prosperity, LLC Financial Planner Samantha Endlich Recently Added the Accredited Domestic Partnership Advisor℠ or ADPA® to Her List of Professional Credentials
This cutting-edge certification is granted by the College for Financial Planning and requires a rigorous course of study. - March 27, 2014 - Prosperity, LLC
The Spectrum IFA Group Expands in Tuscany, Italy
The Spectrum IFA Group are delighted to announce that Peter Francis has joined the Italian team in the Lucca area. Peter has worked in Financial Services for 25 years covering all aspects of financial planning and investment advice. Initially working within a large bank brokerage and then moving... - March 14, 2014 - The Spectrum IFA Group
Joseph Derickson is One of the 2014 PLANADVISER Top 100 Retirement Plan Advisers
Retirement Wealth Management, LLC is pleased to announce that Joe Derickson has been named as one of the 2014 PLANADVISER Top 100 Retirement Advisers. - March 13, 2014 - Retirement Wealth Management, LLC
Ventura Wealth Management Helps Secure Retirement Funds for a Better Future
Nearly 94% of all Americans desire a stable and secure retirement lifestyle where they can enjoy their luxuries without worrying about the costs. Some may wish to travel and see the world while others may be happier at home with their families; but regardless of what they want to do during... - March 08, 2014 - Ventura Wealth Management
The Spectrum IFA Group Expands in Madrid
The Spectrum IFA Group are delighted to announce that Conor MacSherry has joined Paul Bristow and Chris Webb in the Madrid office. Conor has worked in Financial Services for 27 years covering all aspects of protection, mortgages, investment and retirement planning. Through many years of management... - March 07, 2014 - The Spectrum IFA Group
John Huber as Speaker at Economist Event Malta March 2014
John Huber in his role as Governor on the Board of Finance Malta is one of the selected speakers at the business roundtable event to be held between the 6th and 7th of March 2014, and organised by the famed business weekly magazine ‘The Economist’. Many of the world’s foremost... - February 28, 2014 - John Huber and associates Tax Consultants