Recent Headlines
Erado Releases Version 8.0 of Its Electronic Communications Compliance Solution
Organizations needed a way to provide a tamper-proof environment for the enforcement and validation of full audit trails for all electronic communications, from email and instant messages to all social media content. Erado has responded to the industry's appeal for effective internal governance and regulatory compliance solutions with MCC 8.0. - October 08, 2013 - Erado
Erado Announces the Opening of an East Coast Office
Erado, an innovator in electronic communication compliance, announced the opening of its New York office today. Erado works with technology executives and compliance officers across multiple industries around the world to identify key compliance issues and then deliver effective and integrated... - October 03, 2013 - Erado
Iconic Funds Malta Joins Forces with Systemic Risk Management
In a first for the Maltese market, Iconic Funds and Systemic will offer clients of Iconic Funds access to state of the art risk management technology covering extended requirements for both UCITS and AIFMD compliant funds. - September 11, 2013 - Iconic Funds
Congressman McKinley to Speak at "Export University" Event
U.S. Commercial Service, W.V. District Export Council will host day-long program to teach local businesses how to sell overseas. - September 04, 2013 - U.S. Commercial Service
“The Solomon Exam Prep Guide: Series 82 FINRA Limited Representative Private Securities Offerings Qualification Examination” Study Manual Now Available
Solomon Exam Prep has published a concise study guide for professionals seeking their Series 82 license. - August 25, 2013 - Solomon Exam Prep
Daryl Serizawa Local Financial Services Professional Joins Nationally Recognized Broker-Dealer
Daryl Serizawa of Irvine California has joined San Diego-based broker-dealer, Independent Financial Group (IFG). IFG supports back-of-house operations for its representatives; enabling their financial advisors to provide advice to their clients and help meet their goals of securing retirement and... - July 20, 2013 - DTS Financial Group
SJS Markets Extends European Presence with Its Newly Licensed Operation in Amsterdam
SJS Group extends its reach in global markets by opening its headquarters for European operation in Amsterdam. - July 14, 2013 - sjs group
Erado Announces Addition of Google Plus to Social Media Capturing Suite
Erado, the nation’s leading compliance and archiving firm in electronic communication, officially announces the newest addition to their Social Media Capturing suite, Google Plus. Google Plus is an inclusive social networking site that gathers data to create a more personalized web experience... - June 27, 2013 - Erado
Erado Appoints Phil Sprute as Their Vice President of Sales
Erado hires a new Vice President of Sales. - June 13, 2013 - Erado
Rozanne Reynolds - Educator of the Year
Rozanne Reynolds, Founder and President of AHI Real Estate & Insurance Services, Inc. and partner in Accredited Home Study Institute Inc., has enjoyed a 27 year career in the Real Estate and Real Estate Education industries. Most recently, she was elected Real Estate Educator of the Year. - May 05, 2013 - AHI Real Estate & Insurance Services Inc.
Erado Announces the Latest Addition to Their Social Media Compliance Solution, Salesforce Chatter
Erado announces the newest addition to their Social Media Capturing Suite. - March 20, 2013 - Erado
Nine Lives Media Names Abacus Group to Top 50 of MSPmentor 501 Global Edition
Private cloud services provider for hedge funds ranked #38 MSP in North America. - March 15, 2013 - Abacus Group LLC
Erado Achieves the Largest Growth in Company History
Erado, the nation’s leading compliance and archiving firm in electronic communication, announced their company milestone report for 2012. Last year, the company saw the largest growth in their history. There were many factors that attributed to that growth. Erado began to focus on their... - March 06, 2013 - Erado
Get Your Credit Cleaned Up Today - Top 4 Credit Repair Techniques You Can Use Right Now from Credit 360 Consulting
Having good credit is essential to go forth and lead a successful financial life. In recent years it has been a hot topic for people to get on the right track with their credit scores. Unfortunate credit education and difficult situations have made it hard for people to maintain good credit. In... - February 06, 2013 - Credit 360 Consulting
Financial Planning Association of Florida Board Members Attend National Chapter Leaders Conference
Financial Planning Association (FPA) of Florida Board members Paul Auslander, Philip Herzberg, Kelben Holbrook, and Michael Zmistowski, attended the November 2 – 4, 2012 FPA Chapter Leaders Conference in Denver, Colorado. The annual gathering of FPA leaders from across the country provided unique learning opportunities to share best practices and prepare for a successful chapter year. - January 14, 2013 - Financial Planning Association of Florida
Alan J. Cicchetti Appointed to Director Position
Alan J. Cicchetti, former Deputy Commissioner, Connecticut Banking Department, has been appointed as Director of Agency Relations of Lenders Compliance Group and Executive Director of Brokers Compliance Group. - January 03, 2013 - Lenders Compliance Group, Inc.
Tax Resolution Firm in Los Angeles Hires Online Advertising Pro to Better Reach Local Clients
Tax resolution specialist "Taxation Solutions, Inc." partners up with the SEO experts at 'Prospect Genius' to bring superior tax and IRS relief services to the greater Los Angeles CA area. - December 19, 2012 - Taxation Solutions, Inc. CA
Financial Planning Association of Florida Recognized for Helping State Residents Achieve Financial Goals
Financial Planning Association of Florida (hereafter the FPA of Florida) leaders were commended for their diligence in guiding Statewide residents to achieve financial goals during their September 17 & 18 trip to Tallahassee. Recognized in Florida CFO Jeff Atwater’s Dollars & Sense... - October 06, 2012 - Financial Planning Association of Florida
Rick Sander Joins Titanium Holdings Former ProVest Executive Joins Mortgage Industry Outreach Provider as CFO
Titanium Holdings, Inc. has recently announced the addition of Richard W. Sander, Jr. (Rick) as Chief Financial Officer. Titanium Holdings, Inc. is the parent company of Titanium Solutions, Inc., a leading provider of homeowner contacting services. Sander is responsible for managing all financial... - August 03, 2012 - Titanium Holdings, Inc
Six More Designate Erado as Their Social Media Compliance Provider
Erado, the nation's leading service in SaaS based archiving of electronic communications, formally announces its exclusive agreement to provide social media compliance services to six more broker-dealers. - June 28, 2012 - Erado
Erado Enters Strategic Partnership with Engage121
Erado, the nation's leading compliance and archiving firm in electronic communication, today announces its strategic partnership with Engage121, Inc., an award-winning provider of social media software solutions for marketing and communications professionals. This relationship provides a true... - June 07, 2012 - Erado
Neopay Announces Julian Griffiths' Promotion to COO
Leading compliance specialist Neopay has promoted Julian Griffiths to the Board as Chief Operating Officer. - May 18, 2012 - Neopay
Belize StrategemFX Tested to US Safety, Security Standard
55-page Independent Audit by Bain Markets Finds Provider Meeting or Exceeding the US NFA Standard - April 07, 2012 - Bain Markets
Erado Seeking 70+ in Customer and Technical Support
Erado announces they are looking to fill positions in Customer and Technical Support immediately. - March 15, 2012 - Erado
Another Eleven Onboard with Erado Social Media Compliance
Erado the nation's lead service in SaaS based archiving of electronic communications, formally announces its exclusive agreement to provide social media compliance services to 11 new broker-dealers. - February 17, 2012 - Erado
Financial Planning Association of Florida to Promote Professional and Consumer Awareness at Annual Trip to Tallahassee
Financial Planning Association of Florida leaders will be participating in their 6th Annual trip to Tallahassee on February 27 and 28. As a trusted resource in promoting the financial planning process and related issues to the State of Florida consumers and government officials, the FPA of Florida will advocate for the benefits of the financial planning profession and Florida consumers. - February 13, 2012 - Financial Planning Association of Florida
M Financial Group Selects Erado for Social Media Activity Oversight and Compliance
Erado, the nation's leading compliance and archiving firm in electronic communication, today announced an exclusive multi-year agreement to provide social media compliance services to M Holdings Securities, Inc. (“M Securities”), the exclusive broker-dealer of M Financial Group... - February 11, 2012 - Erado
Erado Shatters 2011 Growth Projection
Erado, the nation's leading compliance and archiving firm in electronic communication, formally announces their record shattering growth in 2011. Amongst many other key milestones, Erado added over 30 new broker-dealer clients and partners, provided social media compliance services to over 40,000... - January 12, 2012 - Erado
Erado Adding 30 New Hires
Erado, the nation's leading compliance and archiving firm in electronic communication, formally announces they will add 30 new hires in 2012. Just in the last 15 months, Erado has seen a tremendous growth that has led to the necessity for additional employees. There will be new positions in Tech... - December 17, 2011 - Erado
Erado Announces Partnership with Quest CE
Erado, the nation's leading compliance and archiving firm in electronic communication, formally announces its strategic social media partnership with Quest CE, the premier provider of Compliance Training to the financial services industry. This strategic partnership will implement Erado's social... - December 16, 2011 - Erado
FPA of Florida Elects New Board Members for 2012
The Financial Planning Association (FPA(R)) of Florida proudly elected its 2012 Executive Team and appointed new Board Members. As the first cooperative of its kind, the FPA of Florida serves as leading ambassadors in promoting the financial planning profession to state of Florida Chapter members and consumers. - November 30, 2011 - Financial Planning Association of Florida
Manulife Singapore’s New Business Surges in the Third Quarter
Insurer moves to Manulife Centre at Bras Basah to be closer to customers. - November 30, 2011 - Manulife (Singapore) Pte Ltd
Investacorp Elects Erado's Social Media Strategy for Their Advisors
Erado, the nation's leading compliance and archiving firm in electronic communication, formally announces its exclusive multi-year agreement to provide social media compliance services to Investacorp, Inc., an independent broker-dealer subsidiary of Ladenburg Thalmann Financial Services Inc. With... - November 17, 2011 - Erado
RMCN Teamwork
On Tuesday October 25th Derrick Scobey, Kim Danna, Eric Green, and David Harry of RMCN Credit Services helped with McKinney Make a Difference Day. Lisa Bourasssa from the Volunteer McKinney Center said, "Thank you so much for helping us close out the McKinney Make a Difference Day can drive. I... - October 26, 2011 - RMCN Credit Services, Inc.
RMCN Gives Back to the Community
On Saturday, October 22, 2011, representatives from RMCN Credit Services, Inc. participated in McKinney Make a Difference Day by volunteering at Holy Family School. There were over 40 volunteers; many were in the current class of Leadership McKinney or were prior graduates. At 8:00 AM in the... - October 25, 2011 - RMCN Credit Services, Inc.
Craig Brauff, CEO of Erado Featured in Web Seminar for Financial Advisors on Social Media
Craig Brauff Featured in Web Seminar for Financial Advisors on Social Media - October 21, 2011 - Erado
PEI Principal Helping Next Generation Learn and Save
Portfolio Evaluations, Inc. (PEI) Principal, Attila Toth, has recently been elected as a member of the St. Joseph’s School Educational Council. Attila will serve on the Council for a two-year term at the Mendham, New Jersey school. In 2010, Attila spearheaded the implementation of a program... - October 14, 2011 - Portfolio Evaluations, Inc.
PEI Senior Consultant to Speak at the PSCA’s 2011 East Coast Regional Conference
On November 2, 2011 PEI Senior Consultant David Hudak will speak at the PSCA’s 2011 East Coast Regional Conference in Philadelphia. This event will host plan sponsors and industry experts for a series of informational sessions. David will speak on the important topic of, “What You May... - October 14, 2011 - Portfolio Evaluations, Inc.
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.
Cornerstone Underwriting Partners, LLC (CUP) Announces PEOComp Pro – a New Work Comp Program for the PEO Industry
Cornerstone Underwriting Partners, LLC (CUP) is a nationwide underwriting management company and program administrator that works exclusively with wholesale brokers and specialty program agents. In developing PEOComp Pro, CUP has partnered with national carriers rated by A.M. Best Company to offer... - September 11, 2011 - Cornerstone Underwriting Partners, LLC
Seven More Broker-Dealers Adopt Erado for Social Media
Erado the nation's lead service in SaaS based archiving of electronic communications, formally announces its exclusive agreement to provide social media compliance services to Liberty Partners Financial Services, LLC, Jeffrey Matthews Financial Group, LLC, Protected Investors of America, Inc.,... - September 09, 2011 - Erado
Capquest Systems Joins Pan-Continental Registered Agent Syndicate
After many years of providing reciprocal agency services worldwide, Capquest is pleased to announce its affiliation with the Pan-Continental Registered Agent Syndicate which will allow its services to be delivered seamlessly in nearly every jurisdiction desired by Capquest Systems’ current and future clients. - August 17, 2011 - Capquest Systems International Admin Centre
Certichron ITA Deploys the First NIST UTC Resource for the NYC Securities Trading Hub
The first of the Certichron ITA's are now operational and supplying US Time to the actual edge of the trading framework. The availability of the US Timebase in proximity hosting operations allows for provable and reliable time-as-evidence distribution models for OATS 7430 compliance. For the first time in global trading history, the real US Time Standard (NIST's) is now a part of US Trading. - August 09, 2011 - Certichron
New Product Announcement: Microsoft Office 365 Compliance Services
Erado, the nation's leader in patent pending SaaS based archiving of electronic communications formally announces its newest product, Microsoft Office 365 Compliance Services. Erado provides a suite of hosted solutions for capture, review, and archiving of electronic communications. Founded in... - August 05, 2011 - Erado
National Planning Holdings, Inc. Chooses Erado for Social Networking Compliance
NPH Will Allow Social Media Activity for More Than 3,500 Representatives - August 04, 2011 - Erado
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
Compushare Accredits Cloud Computing Solution to Record Performance in First Half of 2011
Compushare, the nation’s leading Technology Management Provider for the financial industry, announced today record breaking results for the first half of 2011. Earlier this year, Compushare launched its Compushare Cloud Computing (C3) solution, the only on-demand fully hosted cloud computing... - July 15, 2011 - Compushare, Inc.
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
Greenville, South Carolina Based Independent Agency, Insurance Market Announces New Website Dedicated to Small Business Owners Insurance
Insurance Market is a retail independent insurance agency and brokerage firm dedicated to helping small businesses with their insurance needs. Their website was recently updated with additional information, links, terms, and information brochures to help provide additional resources to their customers and new clients. - June 17, 2011 - Insurance Market: A Yaworsky Company