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Zoellner Whole Financial PLLC Partners with Mall Malisow PC, Moss Epstein PC and Capitas Financial to Educate Investors on Non-Correlated Investments
Zoellner Whole Financial PLLC sponsored an informational seminar about Non-Correlated Investments and brought along a CPA Firm, Elder Care Law Firm and Estate Planning Insurance Broker, to explain how Investors need Professional Advisors to make financial decisions with confidence. - January 26, 2015 - J.P. Turner & Company, LLC
CA’s Paul Puri Named to "Who’s Who in Energy" by the Dallas Business Journal
Paul Puri, executive vice president and principal at Capital Alliance Corp., a global mid-market investment banking firm, has been named by the Dallas Business Journal to its 2014 list of "Who’s Who in Energy." - December 16, 2014 - Capital Alliance
Solomon Exam Prep Partners with Boston Institute of Finance and Bryant University to Offer CFP Exam Prep
In response to the demand for CFP Exam Prep products, Solomon Exam Prep has partnered with Boston Institute of Finance and Bryant University. - December 06, 2014 - Solomon Exam Prep
MILSTE's The Taiwan International Banking Award Ceremony 2015
MILSTE’s The Taiwan International Banking Award Programme is the most transparent, prestigious and respected consumer banking awards programme in Taiwan. MILSTE evaluated all the country’s banks’ consumer banking accomplishments, capabilities, and technologies with our International Board of Judges and our team of analysts in Beijing, Shanghai, Hong Kong and Singapore. The winners were determined through a thorough evaluation of the submission and interviews. - December 04, 2014 - MILSTE
Capital Alliance Helps Close International Acquisition by Canadian Steel Firm
Capital Alliance Corp., a global mid-market investment banking firm, teamed up with FTM Synergis Capital Inc., Montreal, Canada, to counsel Hason Steel, Inc. of Lanoraie, Canada, on its acquisition of Odom Industries, Milford, OH. - December 03, 2014 - Capital Alliance
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
VisionQuest Wealth Management Celebrates Griggs Capital Management Acquisition
VisionQuest Wealth Management recently acquired Griggs Capital Management of Charlotte NC. A celebration was held at Rolling Hills Country Club on Wednesday, November 12th. - November 19, 2014 - VisionQuest Wealth Management
J.P. Turner’s Ronald Eiger Participates in Baby DJ Toy Drive
Ronald Eiger will have a drop off location at his office for the community to donate toys. - October 26, 2014 - J.P. Turner & Company, LLC
J.P. Turner’s Ronald Eiger Organizes Local Food Drive
Ronald Eiger will be working with local businesses to organize a food drive. - October 22, 2014 - J.P. Turner & Company, LLC
J.P. Turner’s Ronald Eiger Teams Up with the Ronald McDonald House
Ronald Eiger will be hosting a dinner for the families in one of The Ronald McDonald Houses this Halloween. - October 19, 2014 - J.P. Turner & Company, LLC
Raleigh Wealth Management Company Announces Merger with Charlotte Based Wealth Management Company
Raleigh NC based VisionQuest Wealth Management has merged with Charlotte NC based wealth management company Griggs Capital Management. - October 17, 2014 - VisionQuest Wealth Management
“The Solomon Exam Prep Guide: Series 24 General Securities Principal Qualification Examination, 2nd Edition” Exam Study Guide Now Available
In response to the new FINRA Series 24 outline, Solomon Exam Prep restructures its Series 24 Exam Study Guide giving Solomon students the most up-to-date Series 24 study materials available. - October 17, 2014 - Solomon Exam Prep
J.P. Turner Financial Advisor, Clint Gharib, Recognized with “Fast Growth Entrepreneur Large” Award
Clint Gharib received the “Fast Growth Entrepreneur Large” Award during the Get Real Conference in New York. - October 15, 2014 - J.P. Turner & Company, LLC
J.P. Turner’s Ronald Eiger is Making Strides Against Breast Cancer
Ronald Eiger is sponsoring a team for the Making Strides Against Breast Cancer 5K. - October 15, 2014 - J.P. Turner & Company, LLC
J.P. Turner’s Ronald Eiger Sponsors Team for Local Race
Ronald Eiger sponsors a team to compete in the 1 Step Can Make A Difference Orlando Climb. - October 12, 2014 - J.P. Turner & Company, LLC
J.P. Turner’s Ronald Eiger Volunteers with Local Charity Organization
Ronald Eiger volunteers at the Headdress Ball to raise money for HIV/AIDS treatment. - October 10, 2014 - J.P. Turner & Company, LLC
J.P. Turner Employees Volunteer in Support of Homeless Pets Foundation
J.P. Turner employees spend their time volunteering at a Homeless Pets Foundation Adoption Day. - October 08, 2014 - J.P. Turner & Company, LLC
J.P. Turner Financial Advisor, Clint Gharib, Receives 2014 Five Star Wealth Manager Award
Clint Gharib, Founder of The Gharib Group, receives Five Star Wealth Manager award for excelling in customer satisfaction. J.P. Turner & Company, LLC is pleased to announce that Clint Gharib, J.P. Turner advisor and Founder of The Gharib Group, will be featured in the October issue of Atlanta Magazine as a 2014 Five Star Professional for excelling in customer satisfaction. - September 24, 2014 - J.P. Turner & Company, LLC
Blackhawk Partners and Golden Sea Ways S.C. Sign a 200 Million Euros Partnership Agreement to Fund & Facilitate the Purchase of 25 Vessels
Blackhawk Partners, Inc. - a private equity family office involved in the physical commodities trading business and venture capital investments - is excited to announce it has signed today a Partnership Agreement with Golden Seaways to fund and facilitate the purchase of 25 vessels over the next 5... - September 22, 2014 - Golden sea ways S.C.
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
Bitvore for Munis 2.0 Brings Obligor and Issuer News to the Muni Bond Investment Community
Muni bond investors can now stay in front of material changes in muni obligor and issuer credit through Bitvore for Munis 2.0 with automated portfolio surveillance and material news lookup. 30 day free trials are available. - August 27, 2014 - Bitvore Corp
J.P. Turner Employees Provide School Supplies to Atlanta Teenagers in Need
J.P. Turner employees raised enough money to donate school supplies to all of the teenagers served by HOPE Atlanta. - August 24, 2014 - J.P. Turner & Company, LLC
Solomon Exam Prep Hosts Live Series 6 & 63 Class
Solomon Exam Prep is excited to announce that they will be hosting a live, Series 6 and Series 63 Class this September. Taught by Professor Karen Solomon, the class will cover the major topics that will be encountered on these exams. The Series 6 FINRA Investment Company Products/Variable... - August 19, 2014 - Solomon Exam Prep
DigitalTangible Changes Online Gold Investing with New Distributed Custodian Network
DigitalTangible has partnered with leading gold dealers and precious metals depositories to launch the world’s first provably-linked physical gold coins attached to the Bitcoin Blockchain, creating both a new and growing global market for gold bullion accessible via Bitcoin or cash and a new... - August 15, 2014 - DigitalTangible
Ziad Abdelnour and the Financial Policy Council July 17, 2014 Event Recap
The Financial Policy Council had a highly successful event featuring guest speaker Mr. Wayne Allyn Root; CEO, serial entrepreneur, defender of capitalism and champion of the middle class and small business. - July 26, 2014 - Financial Policy Council
Universal Value Advisors Partners with Concert Wealth Management to Offer State-of-the-Art Software, Research and Reporting to Clients
Universal Value Advisors (UVA) has partnered with Concert Wealth Management and the Concert network to offer additional research resources, enhanced reporting, and the power of state-of-the-art automated systems to its clientele. - July 17, 2014 - Universal Value Advisors
VisionQuest Clients Love the Durham Bulls
VisionQuest Wealth Management continues with its annual Durham Bulls Outing. - June 28, 2014 - VisionQuest Wealth Management
J.P. Turner Recognized Globally as One of Top 100 Firms of the Last Decade
The reader’s of London’s global financial news website, Here IsThe City, voted J.P. Turner as one of Top 100 Firms of the last decade - June 18, 2014 - J.P. Turner & Company, LLC
J.P. Turner Recognized for Home Office Support
J.P. Turner’s dedication to providing exceptional customer service was recently recognized in the Investment Advisor Magazine. - June 18, 2014 - J.P. Turner & Company, LLC
Vertical Capital Markets Group to Wholesale Greenwood Capital SMAs and Crescent Mutual Funds
Vertical Capital Markets Group today announced that it has entered into an agreement with Greenwood Capital Associates, LLC of Greenwood, S.C., to be the wholesale marketer of The Crescent Funds and Greenwood Capital’s Separately Managed Account strategies. “Greenwood Capital combines... - June 12, 2014 - Vertical Capital Markets Group
EB-5 Regional Center Feasibility Study - Dos Lagos Engages Wert-Berater, Inc.
Wert-Berater, Inc. has been engaged by Dos Lagos Regional Center to provide project Feasibility Studies for two projects in Corona, California including a hotel and livework condominium development. - June 11, 2014 - Wert-Berater
J.P. Turner Employees Help to Preserve Historic Buckhead
J.P. Turner employees and interns volunteered their time for the Buckhead Heritage Society’s Mt. Olive Cemetery Restoration Project. - June 09, 2014 - J.P. Turner & Company, LLC
Kingdom Trust and Alternative Capital Advisers, LLC (ACA) Form Strategic Relationship, Offering World-Class Hedge Funds in Tax Efficient IRA Accounts
Alternative Capital Advisers, LLC and The Kingdom Trust Company announce a strategic relationship in which Kingdom will custody investments by IRA owners in alternative strategies through ACA’s Master Select Fund. - June 05, 2014 - Kingdom Trust
Vertical Capital Markets Group Introduces MLP Energy Fund
Capital Innovations to Serve as Sub-Advisor - May 31, 2014 - Vertical Capital Markets Group
Vertical Capital Markets Group Names Hart Executive Vice President, Director of Business Development
Senior-level manager with more than 25 years of sales and distribution experience in financial services joins Vertical. - May 31, 2014 - Vertical Capital Markets Group
Solomon Exam Prep Launches “Series 53 MSRB Municipal Securities Principal Qualification Exam” Study Program
Solomon Exam Prep has published study materials for professionals seeking their Series 53 license. - May 16, 2014 - Solomon Exam Prep
A Day at the Races for VisionQuest
A gathering for the Kentucky Derby that was also a charity event. - May 10, 2014 - VisionQuest Wealth Management
J.P. Turner Goes Paperless with Docupace Technologies
J.P. Turner and Docupace Technologies Partner to Increase Efficiencies and Move toward a Paperless Workflow - April 19, 2014 - J.P. Turner & Company, LLC
Dodilio's Unique Research Procurement System Adds Efficiency to Fortune 100 Company
Dodilio's custom research exchange brings transparent solution to research of tablet and PC market, reducing time from initial research request to proposal receipt to 48 hours from 10 days. - April 17, 2014 - Dodilio, LLC
Dodilio: Building a World Class Team
Four industry professionals have joined Dodilio as Executive Partners. - April 07, 2014 - Dodilio, LLC
M&T Bank Sells Assets of Powell Steel Corporation
Three Twenty-One Capital Partners, Inc. (321 Capital) Investment Banking Firm to M&T Bank on the Powell Steel transaction, announced recently that their client, M&T Bank, has completed a UCC Sale involving the assets of Powell Steel. - March 27, 2014 - 321 Capital Partners LLC
Liquid Investments Presents at Investment U Conference March 26 - 29, 2014
Liquid Investments, emerging market alternative assets specialists based in London, will be presenting at this year’s Investment U Conference as a platinum sponsor. This years event will be held on March 26th-29th at The Park Hyatt Aviara in Carlsbad, California. - March 23, 2014 - Liquid Investments
Savingforcollege.com Annual Survey Suggests Confusion Over College Savings Options May Delay Action
The results from Savingforcollege.com’s 2014 Annual College Savings Survey reveal that 70% of respondents have not yet started preparing to meet the future cost of college, despite indicating a strong interest in building up their savings. Survey findings signal a greater opportunity for the industry to continue their education efforts and promotion of 529 plans as beneficial savings tools to parents and grandparents. - March 19, 2014 - Savingforcollege.com LLC
All Aboard: Liquid Investments Joins the Real Estate Guys Radio Show on the 12th Annual Investor Summit at Sea 2014
Liquid Investments, the emerging market alternative assets specialists based in London, will be taking part during this year’s event, from March 8th-16th on the Royal Caribbean Freedom of the Seas ship. - March 08, 2014 - Liquid Investments
Lampert Capital Markets Appoints Tobias Lenza as Managing Director and Head of Equity Capital Markets
Lampert Capital Markets, Inc. announced today that Tobias Lenza has been appointed as Managing Director - Equity Capital Markets. Mr. Lenza will spearhead the firm’s expansion into providing a differentiated equity product to institutional and retail investors on managed offerings as well as... - March 03, 2014 - Lampert Capital Markets
Savingforcollege.com Releases Q4 529 Plan Performance Rankings
529 plans managed by Calvert Investments, USAA, and T. Rowe Price performed well through December 31, 2013 according to the just-released Quarterly 529 Plan Performance Rankings from Savingforcollege.com. - February 27, 2014 - Savingforcollege.com LLC
Liquid Investments Presents at The Mexico City Roundtable: Hotel Marriott Reforma, 24th February 2014
Liquid Investments, the emerging market alternative assets specialists, cordially invite you to a Roundtable at the Mexico City Mariott Reforma Hotel, Mexico DF on Feb 24, 2014 at 10:30am. - February 21, 2014 - Liquid Investments
Vertical White Paper Explains Benefits of an Evolving Asset Class: Residential Whole Mortgage Notes
White paper explains alternative asset that is non-correlated with stocks and bonds. - February 13, 2014 - Vertical Capital Markets Group
Liquid Investments Presents at the California Investment Conference 2014
Liquid Investments will be presenting on "Diversifying Into Mankinds Primal Need." - February 08, 2014 - Liquid Investments
Liquid Investments Presents at The Global Financial Summit, Bahamas, February 6th – 7th 2014
Liquid Investments, a Sponsor at The Global Financial Summit, Bahamas, will be presenting at the event on 'The Best Investment Of Our Time - Diversifying into Agriculture to Safeguard and Build Wealth. - February 08, 2014 - Liquid Investments