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Locally family-owned and operated financial planning and investment advisory firm, Oakmont Advisory Group, LLC, will be opening a second office in January 2016. - November 04, 2015 - Oakmont Advisory Group, LLC
Senior Vice President joins conference on reaching out and assisting unemployed individuals with autism. - November 04, 2015 - Ephraim Global
Ephraim Global, the Tokyo-based asset management company, has announced today the launch of a new fund within its range of fixed income solutions, the Ephraim Global Enhanced Frontier Markets Fund. - November 01, 2015 - Ephraim Global
Oswald Abbot to manage clients’ multi asset portfolios. - October 24, 2015 - Ephraim Global
Gary Williams, President of Williams Asset Management is sponsoring a contest for participants to win copies of his Amazon.com five-star rated book "The Art of Retirement" (with foreword by NFL Hall of Famer, Ronnie Lott). - October 23, 2015 - Williams Asset Management
Only 2 out of 10 donors have a clear set of objectives to guide their charitable giving. - October 22, 2015 - Ephraim Global
Ephraim Global, the Tokyo-based asset management company, has announced today that decision making responsibilities on its Development team have been transferred entirely to head portfolio managers Koichi Itseburo and Sado Hayate. - October 21, 2015 - Ephraim Global
Everest Companies File Lawsuit against Kirk Financial Group, Kirk Investment Advisors, and Christopher Kirk for alleged Lanham Act Violations, Misappropriation of Trade Secrets, Trademark Infringement, Invasion of Privacy, and Tortious Interference with Contract. - October 20, 2015 - Everest Companies
Risk can be analyzed in a top-down fashion says Seth Mantell at Ephraim Global Emerging Markets Conference. - October 18, 2015 - Ephraim Global
Over the course of the last two years, Gary S. Williams, CFP® has donated a total of $7,000 to the Brigance Brigade (which raises funds to assist those with ALS), the Y of Central Maryland, Augie’s Quest (which funds ALS research), and the SPCA of Maryland. All profits from sales of his book,... - October 18, 2015 - Williams Asset Management
According to a recent Ephraim Global study regarding the savings attitudes of its investors, 26% of the respondents replied that they allocate more time to planning a vacation as opposed to planning for retirement (22%) or the cost of education (19%). - October 16, 2015 - Ephraim Global
Ephraim Global reports that the number of new clients has surged despite the volatile conditions of the international markets. - October 14, 2015 - Ephraim Global
Corporate veteran hands over responsibilities after a sterling 9-year career. - October 11, 2015 - Ephraim Global
Boutique business media company Key Media has been recognised as a finalist in the 2015 Publish Awards. From a competitive pool of over 270 entries, Key Media has received five finalist nominations across four categories: • Business Publishing Company of the Year • Event of the Year (Business) •... - October 10, 2015 - Key Media
Ephraim Global, the Tokyo-based asset management company, had announced today the introduction of the Ephraim Global Retirement Revenue Fund series created to assist defined contribution participants progress from capital accumulation to spending during retirement. - October 07, 2015 - Ephraim Global
A new study from Ephraim Global reveals that an important percentage of clients between the ages of 25 to 55 (71%) are planning to work during their pension years, whether full time or part time, and mostly voluntarily, not out of financial considerations. - October 03, 2015 - Ephraim Global
Ephraim Global has announced today the launch of two new funds within its income solutions range which will complement currently existing strategies. - October 02, 2015 - Ephraim Global
Data brokers gather personal details without your knowledge, using the collected data to create customized ads and web pages that speak to your interests. If you don’t want your personal details scattered around the Internet, follow these tips to limit you and your family’s exposure. - October 02, 2015 - Page et Cie
Will the world's biggest oil exporters finally curb their output, causing the oil price to bounce? - October 01, 2015 - PRIX index
Ephraim Global, the Tokyo-based asset management company, has announced today the appointment of Nathan Levesque as Director of International Research, effective September 28. - September 30, 2015 - Ephraim Global
Ephraim Global, the Tokyo-based asset management company, has announced today it has prolonged the record date for its Charitable Offerings project to November 30, 2015 from September 30, 2015. - September 27, 2015 - Ephraim Global
Coquest Advisors, a division of Dallas-based Coquest, Inc, one of the largest independent introducing brokers in the United States, has been launched under the leadership of former Altegris exec Max Eagye to use the firm's new research and due diligence arm to find the best commodity trading advisors for client portfolios. - September 25, 2015 - Coquest Inc.
According to an Ephraim Global study, financial consultants face significant communication issues which can lead to a deterioration of business relations when a life partner dies or a marriage ends among couples they are working on behalf of. - September 25, 2015 - Ephraim Global
The Rappaport Retirement Index scores is lowest level of inflation for seniors year to date. - September 24, 2015 - Rappaport Wealth Management
Ephraim Global, the Tokyo-based asset management company, has announced an excess of $800,000 in contributions to food banks and humanitarian organizations across south and south-east Asia. - September 23, 2015 - Ephraim Global
Kristine d’Esterhazy, CFP® and Financial Advisor with PARAGON Wealth Strategies in Jacksonville, FL, has earned the Chartered Special Needs ConsultantTM (ChSNCTM) professional designation from The American College, Bryn Mawr, PA. The demand for financial advisors who understand the complexities... - September 21, 2015 - PARAGON Wealth Strategies, LLC
PARAGON Wealth Strategies to Participate in Walk Now for Autism Speaks Resource Fair; Autism Walk is Saturday September 19th, 2015 at The Landing - September 21, 2015 - PARAGON Wealth Strategies, LLC
According to a recent Ephraim Global survey, financially prosperous couples tend to cooperate more in matters that relate to retirement or other monetary issues than couples or families with an average household income. - September 19, 2015 - Ephraim Global
Ephraim Global, the Tokyo-based asset management company, has announced today the launch of its IT-Basics Individual Program, designed to offer aspiring IT graduates the opportunity to enhance their skills and work with one of the industry’s fastest growing enterprises. - September 18, 2015 - Ephraim Global
New AskED® ePollbooks to improve voter experience and support extended Grace Registration and Same Day Voter Registration for Lake County, Illinois - September 18, 2015 - Robis Elections, Inc.
ARGI is proud to announce Chris Green, CPA, and Mark Brown, CPA, members of Emerald Advisors Group, LLC have joined ARGI’s Business Services Division. - September 18, 2015 - ARGI
Is it time to worry about another stock market bubble? With the SPX index hovering near an all-time high, it’s controversial whether stocks are over-valued, fair market, or under-valued. The Wall Street Challenger introduces MAPE, Monetary-Adjusted Price-Earnings ratio, built off of Shiller's widely accepted CAPE algorithm and improves traditional P/E ratio accuracy in signaling market tops or bottoms as a result of expected monetary policy effects. - September 17, 2015 - The Wall Street Challenger
According to a recent Ephraim Global study, the relation between health and employee productivity is more apparent than ever though only a minute percentage of business leaders successfully implement effective health programs. - September 16, 2015 - Ephraim Global
Ephraim Global has announced today the appointment of Blake Cartwright as the principal strategist of international marketing services. - September 11, 2015 - Ephraim Global
Long-term and efficient exposure to volatility can help investors make the best of varying market cycles explains the Hong Kong based advisory firm. - August 23, 2015 - Meridian Capital Management
With receding global risks, the need for strategic investment to maximise profits, is on the rise. Meridian Capital Management, a Hong Kong based wealth management firm, has recently introduced an Investor’s Guide to help financial advisors, market analysts and clients focus on returning back to... - August 23, 2015 - Meridian Capital Management
Falling oil prices might have caused a general upheaval in the global economy but this could actually mean better opportunities for income smart investors. - August 23, 2015 - Meridian Capital Management
The CTA Challenge is a year-long real time trading contest that tests the grit of commodity trading advisors against their peers. This year's CTA Challenge, hosted by Coquest Inc., is in its final stretch but is too close to call with a strong competitive slate of traders taking part. - August 22, 2015 - Coquest Inc.
Southbridge Wealth Management announces its participation in the upcoming Annual Global Commodities Finance Conference, to be held in Chicago, Illinois in September 2015. - August 21, 2015 - SouthBridge Wealth Management
Meridian Capital Management announces introduction of Global Macro Hedge Fund for this era’s risk averse global investors, as a part of anniversary celebrations. - August 21, 2015 - Meridian Capital Management
Meridian Capital Management the Hong Kong based investment advisory firm is breaking new grounds by expanding their risk management profile to revolutionize their market presence. - August 21, 2015 - Meridian Capital Management
Meridian Capital Management’s Steven Haines announces he will be the key speaker at Hong Kong’s 2016 Small Business Leadership Forum. - August 21, 2015 - Meridian Capital Management
Every year the American Association for Long-Term Care Insurance lists the nation's top specialists in LTC Planning. Howard Gottlieb, a 15 year veteran with LTC Insurance Consultants was listed among the nation’s top 10. - August 20, 2015 - LTC Insurance Consultants
Six Week Program Helps Youth Gain Professional Work Experience - August 19, 2015 - Retirement Plan Advisors
Meridian Capital Management announces the participation of their team in the anticipated "Emerging Markets Forum 2015" to be held in Hong Kong late 2015. - August 19, 2015 - Meridian Capital Management
VisionQuest Wealth Management announced today that Tim Burke has joined the firm as Managing Director of service activities in Orlando, Florida. - August 18, 2015 - VisionQuest Wealth Management
A recently conducted survey by Meridian Capital Management displays a confident outlook for market growth. - August 15, 2015 - Meridian Capital Management
Meridian Capital Management the Hong Kong based investment brokerage is making headway with the firm's efforts to expand its personal solutions advisory service. - August 15, 2015 - Meridian Capital Management
Meridian Capital Management, the Hong Kong based investment firm, is pleased to introduce two new execution algorithms to meet the growing demand for its Futures trading arm. The latest update to their trading software release includes new algorithms, which can now be used to achieve a broader set of... - August 15, 2015 - Meridian Capital Management
Timothy Bass joins the Hong Kong based investment brokerage as chief data officer. - August 15, 2015 - Meridian Capital Management
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