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SumuFund files for registration of public fund that will allow millions of Americans to invest in startups. - May 05, 2015 - SumuFund, Inc
Warrington Asset Management has separated from Morgan Stanley and is now open to new clients. Headed by Texan Scott Kimple, Warrington has an 18-year track record, with an average compounded return of 11%. - May 03, 2015 - Warrington Asset Management
Morton Capital Management has partnered with Santa Barbara Life & Style Magazine, luxury Montecito boutique Allora by Laura, and Shine Blow Dry Bar to produce bimonthly fashion spreads over the course of a 12-month period that profile Santa Barbara women “making waves” around the world and locally. Representing a diversity of backgrounds and experience, each woman featured will embody the courageous pursuit of challenging the status quo and creating positive social change. - April 30, 2015 - Morton Capital Management
Crenshaw Asset Management announces the public release of the firms "United States Oil Market Trading Report 2015." - April 30, 2015 - Crenshaw Asset Management
Commercial Real Estate’s Leading Independent Information Provider Recognizes Market’s Top Leasing and Sales Brokers. - April 21, 2015 - Millenia Commercial Real Estate
Private equity fund invests in commercial property located on El Camino Real. - April 21, 2015 - Christopher Weil & Company
John Huber and associates was recently recognised and awarded by Corporate INTL as “Boutique Tax Advisory Firm of the Year Malta” for 2015. - April 16, 2015 - John Huber and associates Tax Consultants
VisionQuest Wealth Management is pleased to announce the hiring of Operations Specialist, Eric Lilie, to its Raleigh office. Eric previously interned at the firm over the summer of 2012 and is pleased to be coming back in a full-time capacity for the firm. - April 15, 2015 - VisionQuest Wealth Management
Cleveland financial management firm, Creekside Financial Partners, adds client service devotee, Kath Lepole to growing team. - April 10, 2015 - Creekside Financial Advisors, LLC
FSI Advocates for Main Street Americans’ Access to Objective, Affordable Financial Advice. - April 04, 2015 - Williams Asset Management
Fund introduces quantitative strategies based on geographical information dispersion and industry-level political sensitivity. - March 23, 2015 - Coral Gables Asset Management
Fiduciary Support for Plan Sponsors Managing Retirement Plans - March 21, 2015 - Retirement Plan Advisors
New deposit and withdrawal method now offered at BancdeOptions. - March 19, 2015 - BancdeOptions
Capital Services delivers proprietary score cards for banks and credit unions that enable them to manage credit card portfolios at an account level basis, enabling them to build a more profitable card asset. - March 19, 2015 - Capital Services
UrbanStar Capital and the UrbanStar group of companies, a Canadian real estate asset management and investment firm, have opened a new office in Tokyo, Japan, strategically located in the prestigious business district of Hirakawa-cho, Chiyoda-ku. Plans to develop operations in Tokyo were initiated by... - March 17, 2015 - none
UrbanStar Capital and the UrbanStar group of companies, a Canadian real estate asset management and investment firm, announced today a new strategy to develop an office in Beijing, China. Plans to develop operations in Beijing were initiated by Dean Frank Gorenc, CEO of UrbanStar following their involvement... - March 17, 2015 - none
Gary Williams, President of Williams Asset Management, in Columbia, MD, gathered with a group of prominent financial advisors at Commonwealth Financial Network®’s Leaders Conference, held March 1–6, 2015, at the Four Seasons Resort Costa Rica at Peninsula Papagayo. The Leaders Conference... - March 14, 2015 - Williams Asset Management
Quantifi selected to modernise and streamline trade and risk management processes; OeKB able to dynamically monitor, report and identify risk, in real-time - March 13, 2015 - Quantifi
Hobart Financial Group announces today that its founder and CEO, Chris Hobart, has been recognized by Charlotte Business Journal as one of Charlotte’s 40 under 40. The award recipients are 40 individuals under the age of 40 who are making major strides in their careers and having a positive impact... - March 13, 2015 - Hobart Financial Group
Crenshaw Asset Management has announced that the company will be heading the UK Commodity Derivatives Expo in June 2015. - March 05, 2015 - Crenshaw Asset Management
Veteran financial advisor, Howard Slater, mentors students in Cleveland’s College Now college-prep program. - March 01, 2015 - Cedar Brook Financial Partners LLC
Tips on Raising Financially Strong Ladies in Honor of International Women’s Day. - February 28, 2015 - Hobart Financial Group
ETFGI’s new research finds overall net new asset (NNA) flows in January were US$12.2 Bn. Net inflows of US$13.3 Bn into fixed income products and US$5.2 Bn of net inflows into commodity ETFs/ETPs globally ranked as the third largest months on record for both asset classes, while equity ETFs/ETPs... - February 27, 2015 - ETFGI
Recently, an expanding client base and additional staff made it necessary for ARGI’s Bowling Green office to find a larger space. - February 26, 2015 - ARGI
The Gordon H. Zink CPA website offers individual and business tax information with an interactive approach to assist with personal and corporate day-to-day questions and decision-making tools that suit a wide range of financial needs. - February 26, 2015 - Gordon H Zink CPA
PortfolioPlus Aggressive Equity Model Provides Investors Additional Market Opportunity - February 25, 2015 - Retirement Plan Advisors
Artificial intelligence based real time based stock alert service scores major gains for clients in its second week of operations. - February 23, 2015 - BrightSpark Trading
Today, Williams Asset Management proudly announces that Nicholas A. Ibello has been named Wealth Manager, Associate Vice President. Mr. Ibello brings 5 years of industry experience to Williams Asset Management. “In this new role, Mr. Ibello will bring additional expertise and experience as Williams... - February 22, 2015 - Williams Asset Management
Following on from the successful expansion of their institutional and retail client division, due in large part to their involvement in the hugely profitable Pre IPO, Alibaba, Grant Becker Associates CEO, Pascal De Becker said "We are creating a niche for ourselves through our team of dedicated... - February 20, 2015 - Grant Becker Associates
Grant Becker Associates, a Brussels-based brokerage company, raised €40,000, donated 85 Litres of Blood and planted 550 Trees in another successful year of CSR (Corporate Social Responsibility) activities, all down to the continued commitment of its employees. In the last year, Grant Becker Associates’... - February 20, 2015 - Grant Becker Associates
Veteran Cleveland-based financial planner, Howard Slater, teaches Laurel School and Fuchs Mizrachi School students financial literacy life skills. - February 20, 2015 - Cedar Brook Financial Partners LLC
Company publishes stock market analysis for week ending 2-13-15. - February 18, 2015 - BrightSpark Trading
MILSTE published the first publication that comprehensively out captures the main trends, challenges and opportunities that are emerging in Taiwan’s banking industry, called The Blueprint to Banking in Taiwan 2015. The Blueprint to Banking in Taiwan 2015 magazine focuses on the unique characteristics... - February 17, 2015 - MILSTE
Noted algorithm creators (benhur33) deliver a unique proprietary risk adverse stock trading system typically resulting in explosive short term price appreciation for its clients. - February 13, 2015 - BrightSpark Trading
Gary Williams, Founder and CEO of Williams Asset Management in Columbia, MD, gathered with a group of leading financial advisors invited to participate in Commonwealth Financial Network®’s Chairman’s Retreat, January 10–13, 2015, at the Mandarin Oriental in Miami, Florida. Chairman’s... - February 12, 2015 - Williams Asset Management
Pension Consultants, Inc., a leader in offering in-depth, un-conflicted advice on every aspect of retirement plan management, was recently recognized as one of the country’s Top 100 Advisers of 2015 by PLANADVISER. PLANADVISER, a nationally recognized and leading resource for advisers and consultants... - February 11, 2015 - Pension Consultants Inc
Credit union veteran, Dusty Bowers, signs on with Capital Services to drive card processing sales within credit union industry. - February 11, 2015 - Capital Services
Haugen Systems has produced and tested its first Emerging Markets version of the Haugen Expected Return Factor Model covering Central Asia, which includes China, India and Taiwan. Backtests of 7046 companies in the Central Asian region show returns of 45.8% in excess of the regional benchmark and 45.4% in excess of the S&P for the 15 year period ending December 31, 2014. - February 10, 2015 - Haugen Custom Financial Systems
Credit I Fix, a renowned name when it comes to offering credit repair and debt management services has launched a Groupon on February 04, 2015. The Groupon will be helping customers get services including a signup fee and credit repair services for one month. - February 08, 2015 - Credit I Fix
Jorge Padilla, Client Advisor for The Lubitz Financial Group, has been appointed as 2015 President of the Financial Planning Association (FPA®) of Miami. A Certified Financial PlannerTM, Mr. Padilla works in The Lubitz Financial Group advisory team to develop wealth planning strategies and personalized... - February 07, 2015 - The Lubitz Financial Group
Pension Consultants, Inc., a leader in offering in-depth, un-conflicted advice on every aspect of retirement plan management, is proud to announce that Terry Daniels, Senior Research Analyst, was recently awarded the 2014 CFA Society St. Louis (CFA-STL) Bulls Eye for Crude Oil Spot Price. Individuals... - February 06, 2015 - Pension Consultants Inc
Financial Expert Outlines a Plan for Achieving that Vision - February 04, 2015 - Hobart Financial Group
JP Capital Management is pleased to announce the recent investment into the expansion of one of their key holdings, Vista Window Company. This investment enables the opening of Vista’s Swainsboro, GA based manufacturing facility, a 57,000 square foot location that will house the fabrication and assembly of the company’s primary line of vinyl replacement windows. - February 01, 2015 - JP Capital Management
Purpose-Based Financial Planning Approaches Wealth Management in the Context of a Client's Overall Values and Life Goals - January 31, 2015 - Suncoast Advisory Group
SVA Consulting LLC is pleased to announce the launch of its fully-featured website The new site contains business technology content that is relevant and understandable to company owners and C-level executives. The website is designed to assist executives who are looking to drive... - January 28, 2015 - SVA
Brazoria County, TX adopts the AskED ePollbook to save voters time and taxpayers money in 2015 and 2016. - January 28, 2015 - Robis Elections, Inc.
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
Awards Gala to be held at the Rainbow Room of 30 Rockefeller Plaza - January 23, 2015 - Financial Technologies Forum
ARGI celebrates 20 years of planning financial futures. - January 23, 2015 - ARGI
Join Suncoast Advisory Group for Wine and Cheese While Discussing Financial Issues of Interest to Women - January 22, 2015 - Suncoast Advisory Group
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