Recent Headlines
RPA Names Kenneth Mergen VP of Group Retirement Plans
Retirement Plan Advisors (RPA) has appointed Kenneth Mergen as Vice President – Group Retirement Plans. He is responsible for supporting RPA’s field effort including new retirement plan acquisitions, financial advisor training, and strategic planning. “Ken is a true talent. His... - February 26, 2014 - Retirement Plan Advisors
Northeast Professional Planning Group Launches 3(16) Fiduciary Service
NPPG's 3(16) fiduciary service relieves plan sponsors of the day-to-day administrative strain and compliance concern in operating a retirement plan. - January 26, 2014 - NPPG, Inc.
Northeast Professional Planning Group Acquires Fitzgerald and Conta Pension Services
Leading NJ benefits firm continues growth with the recent acquisition of a tri-state area pension services firm. - January 12, 2014 - NPPG, Inc.
Ventura Wealth Management Offer Team Focused Solutions as a Leading Financial Advisor
Ventura Wealth Management, the financial services specialists based out of Ewing, NJ are now offering its services as a trusted financial advisor to businesses and individuals across the local region. Ventura Wealth Management, an independent Registered Investment Advisor, offers expertise in the... - December 06, 2013 - Ventura Wealth Management
Northeast Professional Planning Group, Inc. Appoints Financial Controller
Northeast Professional Planning Group, Inc., (NPPG) a leading regional employee benefits, retirement planning and actuarial consulting firm announces the appointment of Pamela Donohue to Financial Controller. Ms. Donohue will be responsible for the firm’s accounting processes, financial... - November 17, 2013 - NPPG, Inc.
Cedar Brook Financial Partners’ Rebecca Bar-Shain, CFP®, MBA, Joins The Gathering Place Board
Financial planner volunteers to further the mission of The Gathering Place, Cleveland’s nonprofit, community-based cancer support center. - November 03, 2013 - Cedar Brook Financial Partners LLC
Le Tour de Finance is Heading to Spain
Following the recent success in Italy and France, Le Tour de Finance is heading to Spain. The Spectrum IFA Group, in collaboration with Currencies Direct are proud to announce the Spanish leg of the Tour that begins on Tuesday 15th October in Barcelona before moving on to the Costa Blanca, Almeria... - October 13, 2013 - The Spectrum IFA Group
The Spectrum IFA Group Expands Into Northern Italy
The Spectrum IFA Group are delighted to announce that Daniel Shillito has joined the group to cover Northern Italy and will be based in Milan. - October 02, 2013 - The Spectrum IFA Group
Health Care and Insurance Costs in San Diego Rising Faster Than National Average
A comprehensive survey of local employers on trends in employee benefit offerings shows that medical costs have increased an average 7.8 percent in San Diego over the previous year. This compares to an average increase of 6.5 percent nationally. The 2013 San Diego Benefit Survey was recently... - September 01, 2013 - HUB International - West Region
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
Complimentary Seminar Arms Retirees and Pre-Retirees with Important Income Planning Information
“Will I Outlive My Money?” seminar to discuss a variety of financial issues facing seniors today. - August 23, 2013 - Daniel A. White and Associates
Veteran Cleveland Financial Advisor Teaches Students Fiscal Responsibility
Financial planner Howard Slater, MBA, MSFS®, CFP®, ChFC®, CLU, founder and partner of Cedar Brook Financial Partners, generously volunteers to help Cleveland students. - August 22, 2013 - Cedar Brook Financial Partners LLC
Financial Planning Firm Daniel A. White & Associates Hosts Educational Seminar for Retirees and Pre-Retirees
Retirement planning expert Dan White will lead a free seminar providing critical information to help retirees plan for a long and worry-free retirement. - August 17, 2013 - Daniel A. White and Associates
Complimentary Financial Planning Seminar Provides Critical Information for Those Nearing or in Retirement
Retirement planning firm Daniel A. White & Associates will host a free seminar providing important information for retirees and pre-retirees. - August 09, 2013 - Daniel A. White and Associates
Intercare Insurance Solutions' Jennifer Eilers Wins Prestigious National Industry Award
Jennifer Eilers, account executive at Intercare Insurance Solutions, a Hub International Company, has been named the 2013 Employee Benefit Adviser of the Year by Employee Benefit Adviser magazine. - August 07, 2013 - HUB International - West Region
Richmond Brothers, Inc. Hosts Charity Golf Scramble to Benefit The Lingap Children’s Foundation
Richmond Brothers hosting first ever golf scramble at Arbor Hills Golf Club on Friday, August 16. - August 04, 2013 - Richmond Brothers, Inc.
Free “Will I Outlive My Money?” Seminar Addresses Financial Concerns for Retirees and Those Nearing Retirement
Income planning expert Dan White will host event that provides tips for seniors. - August 03, 2013 - Daniel A. White and Associates
Cedar Brook Financial Partners’ Ryan Olds, CFP®, Graduates from Leadership Lake County
Partner, Ryan Olds, attends prestigious Lake County, OH, community Signature Program. - July 27, 2013 - Cedar Brook Financial Partners LLC
Linda Keller Named Employee Benefits Practice Leader of California for Hub International Limited
Hub International Limited (Hub), a leading insurance brokerage firm, announced today that Linda Keller has been named Employee Benefits Practice Leader of California operations (Hub California). As Practice Leader, Keller will focus on providing leadership and implementing employee benefit... - July 11, 2013 - HUB International - West Region
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
Northeast Ohio’s Plain Dealer Recognizes Cedar Brook Financial Partners Again as a Best Employer
Cleveland-based Cedar Brook Financial Partners is selected as a “best place to work.” - June 19, 2013 - Cedar Brook Financial Partners LLC
Medicare Workshop Provides Seniors with Critical Insight Into Insurance Coverage Matters for Retirement
Financial planning firm Daniel A. White & Associates to discuss key benefits issues. - June 19, 2013 - Daniel A. White and Associates
Retirement Planning Firm Daniel A. White & Associates Helps Seniors Get the Most Out of Social Security
Dan White, president and founder of financial planning firm Daniel A. White & Associates, will host a free seminar for seniors discussing how to maximize Social Security benefits. - June 15, 2013 - Daniel A. White and Associates
Daniel A. White & Associates Will Host Free Financial Planning Seminar for Retirees and Those Nearing Retirement
Dan White, President and founder of financial planning firm Daniel A. White & Associates, will host a free seminar for retirees and those nearing retirement, titled, "Will I Outlive My Money?" - June 12, 2013 - Daniel A. White and Associates
Dan White Named Gold Eagle Member by American Equity
Dan White, President and founder of financial planning firm Daniel A. White & Associates, was named a member of the Gold Eagle Program by American Equity. - June 08, 2013 - Daniel A. White and Associates
Intercare Insurance Solutions Hosts 2nd Annual Corporate Wellness Symposium
Intercare Insurance Solutions, a Hub International Company (Intercare) and San Diego’s leading corporate insurance brokerage specializing in employee benefits, invites San Diego business leaders to attend its 2013 Corporate Wellness Symposium. The full-day event, which educates human... - May 31, 2013 - HUB International - West Region
Intercare Recommends Strategies to Improve Health and Lower Costs
Health care reform legislation’s sweeping changes has Intercare Insurance Solutions, a Hub International Company, advising clients that their employee benefit costs could rise significantly unless they employ several strategies quickly. Intercare, a commercial benefits brokerage, suggests strategies that include developing a long-term strategic plan; educating and engaging employees to make better lifestyle choices and healthcare decisions; and improving overall employee health. - May 31, 2013 - HUB International - West Region
Professional Business Solutions (UK) Ltd Offer New Software for Seamless Auto Enrolment of Employees Into Company Pensions
Top software supplies company for pensions management, Professional Business Solutions (UK) Ltd have just announced the introduction of their auto enrolment software solution. This latest addition to the organisation’s software suite will enable in-house decision-makers across firms in London, Sussex, Surrey, Kent, Hampshire, Middlesex, Essex, Hertfordshire, and Berkshire. - May 23, 2013 - Auto Enrolment 4 Pensions
Leading New Jersey Employee Benefits Firm Expands Brand Into New York
NPPG a leading regional employee benefits, retirement planning and actuarial consulting firm acquired Alan T. Nahoum, Inc., (ATN) a pension and actuarial firm in August 2011 and operated as Alan T. Nahoum & Associates, a wholly owned subsidiary of NPPG and was fully integrated into the NPPG brand effective January 1, 2013. - May 19, 2013 - NPPG, Inc.
Cedar Brook Financial Partners Welcomes Jo Ross
Client-relationship professional, Jo Ross, joins Cedar Brook Financial Partners. - May 03, 2013 - Cedar Brook Financial Partners LLC
Dan White Wins National "Top of the Table" Honor
Dan White, president and founder of financial planning firm Daniel A. White & Associates, recently qualified for the Top of the Table of the Million Dollar Round Table distinction. - May 01, 2013 - Daniel A. White and Associates
Certified Divorce Financial Analyst™ Mary Ann Ferreira Begins New Service for Divorcing Couples in the Pacific Northwest
The Institute for Divorce Financial Analysts™ (IDFA™) is pleased to announce that Mary Ann Ferreira of Appropriate Balance Financial Services, Inc. located in Bellevue, Washington recently completed a specialized educational program in professional divorce analysis and is now a... - April 30, 2013 - Appropriate Balance Financial Services, Inc.
Josh Mellberg of J.D. Mellberg Financial Announces Affiliation with Randy Kricke
Florida Financial Adviser Randy Kricke Specializes in Conservative Financial Strategies. - April 24, 2013 - Randolph Kricke
Cedar Brook Partners Offer Spring Cleaning Tips for an Organization’s Retirement Plan
Cleveland-based wealth management firm partners, Craig Gabel and Christine Sivak, offer tips to “spring clean” a retirement plan. - April 24, 2013 - Cedar Brook Financial Partners LLC
Financial Planning Firm Daniel A. White & Associates Will Host Free Advice on Retirement Issues
Retirees and pre-retirees can gain valuable insight into their financial planning through this free seminar to ensure that their assets remain intact throughout their golden years. - April 21, 2013 - Daniel A. White and Associates
Cedar Brook Financial Partners’ Ted Lorenzen, ChFC, and Anthony Podojil, PhD, Specialize in Financial Issues Facing Educators
Cleveland-based wealth management firm partners help educators understand the upcoming changes in their pension plans. - April 21, 2013 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners’ Bill Hawke Raises $20,000 for Leukemia & Lymphoma Society
Cleveland-based wealth management firm partner, Bill Hawke, participates in athletic events to raise money for cancer research. - April 19, 2013 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners Welcomes Jackie Wylen
Client-relationship professional, Jackie Wylen, joins the Employee Benefits Division of the Cleveland-based wealth management firm. - April 14, 2013 - Cedar Brook Financial Partners LLC
Free "Will I Outlive My Money?" Seminar Aims to Help Individuals Plan for Retirement
Financial planning firm Daniel A. White & Associates will host a free seminar designed to engage retirees and pre-retirees and encourage them to think critically about their financial planning. - April 13, 2013 - Daniel A. White and Associates
Dan White & Associates Offers Free Financial Planning Seminar
Daniel A. White & Associates president and founder Dan White will lead a free financial planning seminar titled, “Will I Outlive My Money?” addressing pressing financial planning concerns and offering advice for those preparing for their retirement. - April 10, 2013 - Daniel A. White and Associates
Cedar Brook Financial Partners Welcomes Kelly Smith, CFP®
Kelly Smith, veteran financial services professional, joins the Cleveland-based wealth management firm. - March 31, 2013 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners Welcomes Lucy Skillicorn
Lucy Skillicorn joins Cleveland-based wealth management firm as an Executive Assistant for Partners Ted Lorenzen, ChFC(R) and Anthony Podojil, PhD. - March 22, 2013 - Cedar Brook Financial Partners LLC
Rozman Wealth Management’s 2013 Corporate Wellness Program Kicks Off a Strong Start to a Healthy Lifestyle
A team of 11 people lose 200 pounds since January during their most intense wellness program to date. The third annual Corporate Wellness Program is the most successful in terms of weight lost and a competitive challenge to motivate the team to remain on their healthy lifestyle plan. - March 20, 2013 - Rozman Wealth Management
Cedar Brook Financial Partners Welcomes Wayne Salsbury
Wayne Salsbury joins Cleveland-based wealth management firm as an Associate to firm Partner, David Robertson, CFP®, JD. - March 13, 2013 - Cedar Brook Financial Partners LLC
Intercare Insurance Solutions’ Sarice Jaehn Wins Prestigious Industry Award
Marks Seventh Win for an Intercare Exec For the seventh time, an executive at Intercare Insurance Solutions, a Hub International Company, has been named top broker by Risk & Insurance®, a leading industry trade publication. Risk & Insurance® awarded Sarice Jaehn, Certified Employee... - March 09, 2013 - HUB International - West Region
Cedar Brook Financial Partners’ David Robertson, CFP®, JD Celebrates 20th Anniversary
David Robertson, financial services advisor at one of the region’s largest independent wealth management firms, celebrates 20 years of service. - March 02, 2013 - Cedar Brook Financial Partners LLC
Cartius Finance Announce New COO
Cartius Finance are proud to announce their new COO Michael Cussack, who will be joining them as of March 1st 2013. - February 28, 2013 - Cartius Finance
Pathstone Family Office Receives 2013 PAM Award for Best Multi-Family Office
Pathstone Family Office was named the best overall multi-family office under $2.5 billion by Private Asset Management magazine. The Fort Lee, N.J.-based firm received the 2013 PAM Award during the magazine’s annual awards gala Feb. 12 in New York City. In 2011, Pathstone was recognized as... - February 23, 2013 - Legacy Family Office
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
Legacy Family Office Joins Top-Ranked Pathstone to Expand Client Services
Legacy Family Office, a privately owned registered investment advisory firm, has joined Pathstone Family Office. Legacy Family Office was founded in 2006 by Tammy Surratt and serves families in the Naples area. Surratt founded Legacy Family Office to provide ultra-high net worth families with more... - January 18, 2013 - Legacy Family Office