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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
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 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 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 Contracts... - August 19, 2014 - Solomon Exam Prep
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 form... - August 15, 2014 - DigitalTangible
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 (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 Wealth Management continues with its annual Durham Bulls Outing. - June 28, 2014 - VisionQuest Wealth Management
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
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
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 the... - June 12, 2014 - Vertical Capital Markets Group
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 and interns volunteered their time for the Buckhead Heritage Society’s Mt. Olive Cemetery Restoration Project. - June 09, 2014 - J.P. Turner & Company, LLC
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
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
Capital Innovations to Serve as Sub-Advisor - May 31, 2014 - Vertical Capital Markets Group
Solomon Exam Prep has published study materials for professionals seeking their Series 53 license. - May 16, 2014 - Solomon Exam Prep
A gathering for the Kentucky Derby that was also a charity event. - May 10, 2014 - VisionQuest Wealth Management
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 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
Four industry professionals have joined Dodilio as Executive Partners. - April 07, 2014 - Dodilio, LLC
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, 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
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
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, 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 formalize... - March 03, 2014 - Lampert Capital Markets
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, 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
White paper explains alternative asset that is non-correlated with stocks and bonds. - February 13, 2014 - Vertical Capital Markets Group
Liquid Investments will be presenting on "Diversifying Into Mankinds Primal Need." - February 08, 2014 - Liquid Investments
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
Solomon Exam Prep is excited to announce the launch of the Solomon Exam Prep study program for the Municipal Securities Rulemaking Board's Series 52 Municipal Securities Representative Qualification Exam (https://solomonexamprep.com/series52/). Individuals who pass the Series 52 exam qualify to be a... - February 05, 2014 - Solomon Exam Prep
Ziad Abdelnour, Founder and President of the Financial Policy Council, has been re-elected by the board of directors to another three year term based on his outstanding track record. - January 26, 2014 - Financial Policy Council
VisionQuest Wealth Management, a Raleigh-based wealth management firm serving as a personal CFO to individuals, families and business-owners is pleased to welcome Steven M. Laska as its new President and Chief Investment Officer. Mr. Laska is a proven financial services professional and leader with... - January 23, 2014 - VisionQuest Wealth Management
For years, the domain of financial advisory was controlled by big fund houses and brokerage companies. The internet has leveled the playing field to highlight how high quality advice is often found away from the crowd. Retail investors are increasingly subscribing with financial advisory firms which offer high quality research, and whose revenue is not dependent upon commission. - January 16, 2014 - Sana Securities
For the 14th time the 'WHU New Year’s Conference' takes place in Koblenz, Germany. Discussing the stability of financial systems, Matthias Nester (Head of Sparkasse Kobelenz), Georg Fahrenschon (Head of Finance of Beveria), Dirk Notheis (Former Head of Morgan Stanley Germany), Stefan Jentzsch and Professor Henrik Muller (ManagerMagazin), came together in a panel dealing with the question "Stability vs. Growth - Can the Financial System Ever be Stabilized?" - January 10, 2014 - Campus for Finance e.V.
Investors dream about markets with expanding global demand, finite supply, little or no competition, and returns that are uncorrelated with traditional financial assets. Coach House Capital, a Vermont based private equity firm specializing in the investment grade collector vehicle market, is out to turn... - January 07, 2014 - Coach House Capital Corporation
Darwin Alpha considers investment in Bitcoin to be extremely risky due to its lack of transparency. - January 06, 2014 - Darwin Alpha Ltd.
The Veterans Affordable Housing Program, a charity program created by Veterans For Veterans, has partnered with the new socially conscious crowdfunding site, Funder Way, to assist 10 veterans and their families move into their own homes this New Year. - January 04, 2014 - Funder Way
VisionQuest, a Raleigh NC based boutique wealth management firm, recently held its Annual Holiday Party and Toy Drive. - January 04, 2014 - VisionQuest Wealth Management
Public Startup Company, Inc., a Nevada Corporation formed in 2012 to build Internet technology and services relating to the JOBS Act, including crowdfunding and public, peer-to-peer cyber finance using forensic social media, has received a notice from the Securities and Exchange Commission that the SEC is conducting an informal inquiry into possible violations of federal securities law by the company or its Co-Founder, Jason Coombs. The company is cooperating with the inquiry. - December 10, 2013 - Public Startup Company, Inc.
There seems to be some genuine interest in independent financial advisory firms with more and more investors relying on well researched information to help them make their investment decisions. - November 29, 2013 - Sana Securities
VisionQuest Wealth Management of Raleigh North Carolina was a recent sponsor of charity horse show. - November 17, 2013 - VisionQuest Wealth Management
Published in early November 2013, the report highlights the issues that will lead investors to shift greater attention and more funds into alternative assets, specifically those providing the most primal of needs, food and health. - November 10, 2013 - Liquid Investments
Renter Nation: How America's Depression is becoming a Rental Boom. - November 08, 2013 - Future Money Trends LLC
Adjunct Lecturer Robert Langan and industry leading panelists are presenting a Plan Sponsor University (TPSU) educational program hosted at the Dixon University Center on November 14th, 2013. “Mr. Langan has embraced the concepts associated with Behavioral Finance and has become skilled in delivering... - November 08, 2013 - The Plan Sponsor University
Primofar Development Limited acquires Paraguay-based real estate agency. According to PR department of the company, negotiations are to be conducted in fourth quarter of 2012. - November 01, 2013 - Primofar Development Limited
Closing Circle launches online recruitment service for jobs and internships in a changing sector Closing Circle, the European Private Equity and M&A Social Network, is pleased to announce the launch of Closing Circle Jobs (http://jobs.closingcircle.com/), a job board and recruitment solution to... - October 27, 2013 - Closing Circle
A recent survey conducted by Savingforcollege.com revealed that 86% of parents expect to pay for their children's college costs themselves instead of utilizing other sources of funds, including the help of grandparents or other relatives. - October 23, 2013 - Savingforcollege.com LLC
Middle market M&A deal value is up 40% so far in 2013 vs. 2012 according to Mergermarket and Monarch Bay Securities adds two veteran M&A professionals to keep pace. - October 22, 2013 - Monarch Bay Securities
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