Recent Headlines
Donald H. Ramirez is Awarded Certified Financial Planner™ Designation
Donald H. Ramirez, a Managing Principal of Peak Wealth Advisors with 16 years experience providing financial planning and investment management services to individuals, families and businesses has been awarded the Certified Financial Planner™ designation, a certification recognized as the standard of excellence for the financial planning profession. - October 05, 2011 - Peak Wealth Advisors
Senior PEI Team Member Appointed to the Women’s Fund of New Jersey Board
Jean Martone, Director of PEI’s Retirement Plans Group, has recently been appointed to the Board of Directors for the Women’s Fund of New Jersey. During this two-year term, Jean will seek to advance WFNJ’s mission to use the power of philanthropy for the women and girls of New... - October 05, 2011 - Portfolio Evaluations, Inc.
August Economic Figures Point to Defensive Investment Strategies, Flight to Quality, According to Farmers and Merchants Trust Company Report
Economic fundamentals continued their downward trend in August, pointing to a need for principal preservation and defensive investment strategies according to Farmers and Merchants Trust Company’s (FMTC) August Economic Commentary. “While many analysts adjusted their growth projections... - September 28, 2011 - Farmers and Merchants Trust Company
NABCAP Announces Sirius Wealth Management's Inclusion as "NABCAP Premier Advisor" as Published in the St. Louis Business Journal, August 26th 2011
National Association of Board Certified Advisory Practice has recognized Sirius Wealth Management as an elite group of advisory practices in the greater St. Louis region. - September 27, 2011 - Sirius Wealth Management
New Free Fall Seminars Assist Women in Navigating the Emotional, Legal, and Financial Aspects of Divorce
A team of divorce specialists is offering free seminar, "Navigating the Emotional, Legal, and Financial aspects of Divorce," at three separate dates and times throughout the fall. Dates include Wednesday September 21st, 2011 from 10:00 AM to 1:00 PM, Friday October 28th, 2011 from 6:00 PM to 9:00 PM, and Thursday November 10th, 2011 10:00 AM to 1:00 PM. Those interested may call 215-862-7080 or RSVP for more information. - September 21, 2011 - Marianna A. Goldenberg, CDFA
Life Insurance for Elderly Specialists Financial Sources Inc. Announces Free E-Seminars
Retirement Strategies and Estate planning for seniors. - September 11, 2011 - Financial Sources Inc.
Appropriate Balance Financial Services Announces Expansion Plans
Bellevue-based Appropriate Balance has recently added four key employees, not only to help expand services to current clients, but to help facilitate the growth the firm expects in coming years. - September 10, 2011 - Appropriate Balance Financial Services, Inc.
Michael Carr Joins National Gold Group's Writing Staff
National Gold Group's Michael Carr Adds an Intellectual Touch to Web Commentary - September 01, 2011 - National Gold Group
Paisley Financial Outlook - Warns High Risk of Double Dip Recession by Q4 - 2012
Paisley Financial Releases August 2011 Macroeconomic Outlook Report. Paisley Financial presents an examination of the Japanese lost decade alongside the U.S monetary and fiscal course since 2008. This report relies on the framework of the U.S economy in a "balance sheet" recession. The... - August 31, 2011 - Paisley Financial
Legacy Family Office Moves to New Location
Legacy Family Office Moves to New Location in Estero - August 21, 2011 - Legacy Family Office
National Gold Group Launches New, More User-Friendly and Informative Website
National Gold Group's Website Gets an Overhaul - August 19, 2011 - National Gold Group
Financial Sources Inc. Launches New Website
New Look and Design Featuring Market Watch and Learning Center - August 18, 2011 - Financial Sources Inc.
Free Help for Homeowners Workshop to be Held at Wild Horse Golf Club in Henderson on September 8th
Elysien Private Wealth & Real Property is conducting as part of its community outreach program a free Help For Homeowners Workshop that is geared towards providing valuable information by local trusted professionals to Nevada Homeowners who are in distress. The event will feature special guest speakers form the Southern Nevada community and will include local attorneys, tax professionals, real estate experts, investment and asset protection specialists. - August 16, 2011 - Elysien Private Wealth & Real Property
Legacy Family’s Surratt Elected Vice-Chair of Edison State College Foundation Board
Tamara L. Surratt, owner and President of Legacy Family Office in Estero, was recently elected vice-chairman of Edison State College Foundation’s board of directors. Ms. Surratt, a seasoned wealth advisor, has previously served two terms as the foundation’s Treasurer and Finance... - August 14, 2011 - Legacy Family Office
Erica Frye Joins Legacy Family Office
Legacy Family Office, a Florida based Multi-Family Wealth Office welcomes Erica M. Frye in her new position as Executive Assistant to the President Tamara Surratt. Prior to joining Legacy Family Office, Ms. Frye was the Executive Assistant and Office Manager for Wennsoft, an international software integration firm. - August 07, 2011 - Legacy Family Office
Stephen Johnson Named Financial Advisor for Las Vegas Chamber Of Commerce 401K Plan
Stephen Johnson has been named the financial advisor for the Las Vegas Chamber of Commerce 401(k) Plan. Johnson is branch manager of Raymond James Financial Services Inc. Member FINRA/SIPC, offices in Draper, Utah and Las Vegas. Johnson and his team manage approximately $300 million in assets in... - August 05, 2011 - Steve Johnson
Mackenzie Miller Joins Place Trade Financial's Raleigh Office
Sarah M. Place, President and CEO of Place Trade Financial, Inc. (Member FINRA, MSRB and SIPC) www.placetrade.com, a global full service, discount broker and online trading firm, announces Mackenzie Miller has joined the firm as a marketing assistant. In this position, Ms. Miller will help to... - July 29, 2011 - Place Trade Financial
Professional Associations Super Reappoints J.P. Morgan as Custodian for the Fund
Following a recent review, Professional Associations Super has reappointed J.P. Morgan as its master custodian for a further three-year term. The company was reappointed on the basis of their strong performance in the past three years, with Paul Kessell, Chief Investment Officer of Professional... - July 27, 2011 - Kinetic Superannuation Ltd
Cedar Brook Financial Partner Celebrates 15th Anniversary as a Financial Planner
Mark Munday, Cedar Brook Partner, celebrates his 15th year developing comprehensive, customized financial plans for business executives, physicians, and families. - July 23, 2011 - Cedar Brook Financial Partners LLC
Freeman Owen from Financial Sources Inc. Receives "Advisor of the Year" Award by Vertical Vision Financial Marketing
The founder of Financial Sources Inc., Freeman Owen, recently received the, “Advisor of the Year” award by Vertical Vision Marketing. For over thirty years Mr. Owen has been assisting clients with protecting and preserving assets by lowering the tax burden of seniors, avoiding costly... - July 17, 2011 - Financial Sources Inc.
Place Trade Launches Food Drive for InterAct of Wake County
For the benefit of InterAct, Place Trade Financial's North Raleigh office is now accepting donations of non-perishable foods, canned items, fruit juices, dry goods, condiments, grocery store gift cards, and cash at 4030 Wake Forest Rd, Suite 300, Raleigh, NC 27609 by August 15. - July 15, 2011 - Place Trade Financial
Richmond Brothers Financial Management Specialists, Inc. Sponsors Community-Wide Shredding Event
Richmond Brothers is helping the Jackson community avoid identity theft while raising funds for the American Cancer Society Relay for Life. - July 15, 2011 - Richmond Brothers, Inc.
Financial Services Inc. Now Offering Advice on Life Insurance for Elderly Retirees in Seminar Settings
Financial Services Inc., the financial planning firm specializing in helping seniors build their nest egg, is now offering advice on life insurance for the elderly in Clinton, Maryland. The seminars will be held on July 19 and 21st, both at 5:00pm at Stella’s Italian Restaurant. The topic... - July 13, 2011 - Financial Sources Inc.
Cedar Brook Financial Partners’ Managing Principal, Azim Nakhooda, Celebrates 15th Year Anniversary
Cedar Brook Financial Partners' managing partner and chief investment strategist, Azim Nakhooda, has developed customized investment plans for hundreds of clients over the past 15 years. - July 13, 2011 - Cedar Brook Financial Partners LLC
Bertrand Wealth Strategies Launches Interactive Website
Bertrand Wealth Strategies launches an interactive corporate website to stimulate dialog with investors and financial professionals. - June 25, 2011 - Bertrand Wealth Strategies
Professional Associations Super Hits $1.7 Billion After Two Year Growth Spurt
Efficiencies that minimise investment fees combined with strong investment returns have enabled Professional Associations Super to grow by 36 percent in the last two years, reaching $1.7 billion in February 2011. Not only is Professional Associations Super one of the top ten industry funds in... - June 24, 2011 - Kinetic Superannuation Ltd
Professional Associations Super - Lack of Understanding of "Advice" Results in Low Take-Up, Research Finds
Super fund members’ lack of knowledge about what “financial advice” entails, and low levels of trust following the Global Financial Crisis (GFC), are the key barriers to seeking advice, research by Professional Associations Super has found. Qualitative and quantitative member... - June 24, 2011 - Kinetic Superannuation Ltd
National Gold Group's Senior Writer Chris Poindexter Now Featured on Townhall Finance
Chris Poindexter, Senior Writer for National Gold Group, Featured on Industry Leading Conservative News Website Townhall Finance. - June 22, 2011 - National Gold Group
Place Trade Financial Makes Major Changes to Back Office – Clearing Services
Sarah M. Place, President and CEO of Place Trade Financial, Inc., (Member FINRA, SIPC), (www.placetrade.com), a global full service, discount broker and online trading firm, announced the firm is ending its nearly decade long clearing relationship and has entered into a new clearing arrangement... - June 18, 2011 - Place Trade Financial
Radon Stancil Releases Podcast Book Review on Take Control of Your Retirement Plan
Managing Partner of Retirement Investment Strategies Discusses Newly Authored Book for Financial Retirement Success - June 16, 2011 - Retirement Investment Strategies
Professional Associations Super Strengthens Female Leadership
Professional Associations Super members have recently elected Katherine Kasper as a Member Representative Director. Katherine replaces Marian Bolton, who has been a director on the board for 17 years. Ms Kasper has more than 10 years industry experience as a trust lawyer in the commercial sector,... - June 15, 2011 - Kinetic Superannuation Ltd
Professional Associations Super - Super Reform Won’t Change the Basics of Retirement Planning
With the end of the financial year approaching, Professional Associations Super says the basics of retirement saving won’t change, despite looming reforms to superannuation rules. - June 15, 2011 - Kinetic Superannuation Ltd
Place Trade Financial Welcomes Jermaine Pender to Raleigh Office
Sarah M. Place, President and CEO of Place Trade Financial, Inc., [Member FINRA, SIPC], (www.placetrade.com), a global full service, discount broker and online trading firm, announced that Jermaine Pender has joined the firm as a Senior Financial Advisor and will play a key role in business... - June 15, 2011 - Place Trade Financial
Cedar Brook Financial Partners LLC Raises Money for MedWish International
Cedar Brook Financial Partner employees paid to wear jeans to work to support MedWish. Cedar Brook, one of Northeast Ohio's largest wealth management firms, counts MedWish as one of its many charitable giving programs. - June 12, 2011 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners' Managing Principal, Azim Nakhooda, Selected to Speak at Center for Public Investment Conferences
Investment strategist, Azim Nakhooda, is chosen to speak on hot finance topics at Ohio Treasury's summer conferences. Nakhooda is the Managing Principal of Cedar Brook Financial Partners, one of Northeast Ohio's largest wealth management firms. - June 10, 2011 - Cedar Brook Financial Partners LLC
Financial Sources Inc. Offering Advice on Retirement
Financial Sources Inc. is proudly offering valuable advice related to retirement and savings. The tips and advice available through Financial Sources Inc. will help the aging population to gain insightful information on saving for retirement and have the resources to do so when the time comes. - May 29, 2011 - Financial Sources Inc.
Helen Sipsas Earns Accredited Investment Fiduciary Designation
Peak Wealth Advisors is pleased to announce that Managing Principal Helen Sipsas further demonstrates the firm's ongoing commitment to achieving the highest standard of fiduciary care for its clients by earning the Accredited Investment Fiduciary (AIF®) designation. - May 25, 2011 - Peak Wealth Advisors
Cedar Brook Partners' Eric Rubin Receives National Industry Recognition
American Association for Long-Term Care Insurance Selects Cedar Brook’s Eric Rubin to receive 2011 Achievement Award. - May 20, 2011 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners, LLC Announces Senior Management Changes
Cedar Brook Financial Partners, one of the largest independent wealth management firms in Northeast Ohio, has elevated the roles of two partners, Azim Nakhooda and Peter Franz. Mr. Nakhooda is the firm's managing principal and Mr. Franz is the chief investment officer. - May 07, 2011 - Cedar Brook Financial Partners LLC
Financial Sources Inc. Offering Financial Education Through Professional Seminars
Maryland-based financial services provider, Financial Sources Inc. recently announced that they are offering a free, no obligation, instructive seminar to allow members of the general public to gain valuable insights into complex financial instruments such as annuities and insurance policies. - May 01, 2011 - Financial Sources Inc.
Radon Stancil of Retirement Investment Strategies Releases New Book
Radon Stancil’s Book "Take Control Of Your Retirement Plan" Offers Financial Planning and Retirement Preparation Advice - April 28, 2011 - Retirement Investment Strategies
Ellen Li Earns Prestigious CFP Designation
Ellen Li, MSBA, CFP®, Financial Advisor at Financial Alternatives, Inc. in La Jolla, (CA) has earned the CFP® and Certified Financial Planner™ marks in accordance with CFP Board certification and renewal requirements. These marks identify that Ellen has met the rigorous experience... - April 23, 2011 - Financial Alternatives, Inc.
Cedar Brook Financial Partner Craig Gabel Celebrates 20 Year Anniversary
Craig Gabel, a Partner at Cedar Brook Financial Partners, LLC, celebrates his 20 year anniversary in the financial services industry. - April 20, 2011 - Cedar Brook Financial Partners LLC
Moran, Kimura & Heising Receives Recognition in Los Angeles Magazine’s FIVE STAR: Best in Client Satisfaction Wealth Manager Listing
Moran, Kimura & Heising is proud to announce that Rich Moran, CFP® was listed in Los Angeles Magazine’s 2011 FIVE STAR: Best in Client Satisfaction Wealth Manager listing. Mr. Moran is a Partner in Moran, Kimura & Heising, with offices in Torrance and Rolling Hills Estates. The... - April 19, 2011 - Moran, Kimura & Heising LLC
Wealth Partners Corporation Helps Clients Avoid Costly IRA Mistakes
An IRA may be an extremely profitable savings tool, but there are decisions that could sabotage its effectiveness and stunt its growth. This new book," The 5 Most Costly IRA Mistakes and How to Avoid Them," is written for those who are savers but may not be aware of IRS rulings and tax laws that may impact their funds. - April 19, 2011 - Wealth Partners Corporation
Cedar Brook Financial Partner Richard Anderson Celebrates His 35 Year Anniversary
Cleveland financial planner, Richard Anderson, has developed hundreds of customized retirement plans since 1976. He specializes in creating financial plans for physicians, privately held business owners, corporate executives, and families. - April 15, 2011 - Cedar Brook Financial Partners LLC
Portfolio Evaluations, Inc. (PEI) to Speak at the PSCA 2011 East Coast Regional Conference
On April 20, Senior Consultant, David Hudak will speak at PSCA’s 2011 East Coast Regional Conference in Philadelphia, PA. David’s scheduled topic to discuss is, “What You May Not Know About Your Investment Advisor.” He will address the importance of knowing the various types... - April 10, 2011 - Portfolio Evaluations, Inc.
Antarctica Asset Management Wins Best Fund of Fund Provider at 2011 Hedge Funds World Awards Middle East
Antarctica Asset Management was recognized as the best fund of hedge funds provider at an award ceremony held in Dubai. The independent judges of the 5th Hedge Funds World Awards unanimously bestowed the award for Best Fund of Fund Provider to Antarctica Asset Management. In an extremely... - April 03, 2011 - Antarctica Asset Management
Richmond Brothers Financial Management Specialists, Inc. Sponsors Lingap Children’s Foundation "Hope for Orphans" Benefit
Richmond Brothers has sponsored the benefit for the eight consecutive years it has taken place. - March 25, 2011 - Richmond Brothers, Inc.
Former Moss Adams Wealth Advisors COO/CIO Mark Jaeger Joins Appropriate Balance
Appropriate Balance Financial Services, Inc. (ABFS) is pleased to announce that Mark Jaeger, CFP®, ChFC®, AIF® has joined the firm as its Chief Operating Officer and Chief Compliance Officer. In this role, Mr. Jaeger will be responsible for practice management, technology, finance and... - March 17, 2011 - Appropriate Balance Financial Services, Inc.