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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
The Board of Van Ecker/Couder & Associates (VECA) is pleased to announce the appointment of three new members to the VECA Technical Expert Group (TEG). - August 14, 2015 - Van Ecker Couder Associates
TrueFinancial™ Technologies, Inc. has been contracted by TiE Global to build a complete mobile solution using their TrueNative™ Platform. TiE Global is the world’s largest entrepreneurial network with 13,000 members across 60 chapters in 18 countries. TrueFinancial™ Technologies specializes in building native mobile apps for investor relations and business communications covering Apple, Android and Windows. - August 13, 2015 - TrueFinancial Technologies
New name launches firm into the next generation. - August 06, 2015 - Detalus
On Saturday July 11th, 2015, Founder and Principal of Pence Wealth Management, COL E Dryden Pence III, executed a Change of Command of the US AFRICA COMMAND ARE with his successor. COL Pence was the initial Commander of one of the nation's newest Brigade Level Commands. The unit now carries out Joint... - July 25, 2015 - Pence Wealth Management
Brussels-based investment firm, Van Ecker Couder announce their plans for future expansion. - July 24, 2015 - Van Ecker Couder Associates
Ryan Hart, CFA, CAIA, joined Coquest Inc. as Director of Research and portfolio manager. Formerly with Altegris Advisors, Mr. Hart will find and perform due diligence on new managers to add to Coquest client portfolios. - July 23, 2015 - Coquest Inc.
Financial advisor nominated by the SDYS for the Invest in Others Community Leadership Awards - July 14, 2015 - Christopher Weil & Company
The Safe Deposit Centre is Manchester’s newest Safety deposit centre and has just opened its doors to the public. The Safe Deposit Centre are offering their customers the cheapest, best value and most secure safe deposit boxes in the North West. The owners of The Safe Deposit Centre have a wealth... - July 13, 2015 - The Safe Deposit Centre Manchester
Alan Mercurio selected for “20 People to know in Wealth Management.” - July 11, 2015 - Mercurio Wealth Advisors
Robust Solution Leverages Audit Reports in Addition to Form 5500 - July 11, 2015 - Infinata
Meyer Capital Group, a fee-only independent Registered Investment Adviser(RIA), is pleased to announce that it has been named to the Financial Times Top 300 Registered Investment Advisers list for 2015. The list recognizes top independent RIA firms from across the U.S. This is the second annual FT 300... - July 10, 2015 - Meyer Capital Group
ARGI Financial Group’s new location at 2110 High Wickham Place is only one mile from its previous location on Stanley Gault Pkwy, but is miles ahead in its ability to service clients’ needs. A growing demand for services by existing clients and the community has guided ARGI’s expansion... - July 09, 2015 - ARGI
Howard L. Ginsberg, CPA of Ginsberg Wealth Management LLC located in Roslyn, Long Island NY was recently honored as one of Cetera Financial Specialists’ top advisors at the firm’s annual Connect conference. Ginsberg was one of only two individuals in New York State to ever receive this honor... - July 04, 2015 - Ginsberg Wealth Management
Coral Gables Asset Management has hired Ms. Elizabeth Fugler as CGAM’s Director of Business Development and Client Service. In her new role, Elizabeth has senior responsibility for the firm’s business development and client service group. She brings over 15 years of experience in institutional... - July 02, 2015 - Coral Gables Asset Management
Clearwater Options have confirmed that Alex Stewart will be returning to the firm to run the company’s corporate trading division in 2016. - June 27, 2015 - Clearwater Options
Clearwater Options have announced that as part of the company’s expansion strategy the firm will be opening its first Asian trading office by early 2016. - June 27, 2015 - Clearwater Options
Clearwater Options announce that Christian Hinz will be joining the London based commodity trading advisory firm in September 2015. - June 27, 2015 - Clearwater Options
After many successful years, the Hicks Advisory Group proudly announces their official company name change to Oakmont Advisory Group. - June 26, 2015 - Oakmont Advisory Group, LLC
MENAGERIÉ announced today that Secore Finanz has acquired a meaningful 12 month equity position in MENAGERIÉ. Roman Sipe, Owner & Head Of Design commented, "We are very happy to welcome Secore Finanz as a partner in the development of our current project. Secore Finanz's work... - June 16, 2015 - Secore Finanz
Asset management firm Sky Fund has entered into an advisory agreement with a European bank for a new, actively-managed index of liquid alternative UCITS funds called SkyRank Navigator. Sky Fund and the issuing bank have launched a 10-year note that is linked to the performance of the SkyRank Navigator... - June 11, 2015 - Sky Fund LLC
TrueFinancial Technologies emerges from stealth mode with a full suite of investor relations and business communications mobile apps. Besides being the most innovative company in the space covering 100% of the market place in a native environment sets TrueFinancial apart. - June 10, 2015 - TrueFinancial Technologies
Financial services firm’s managing director recognized for his efforts to help make music education accessible and affordable to all youth in San Diego and beyond. - June 08, 2015 - Christopher Weil & Company
Seminar Helps Committee Members Satisfy MO Trustee Education Requirement. - June 06, 2015 - Retirement Plan Advisors
Marco Polo New World is pleased to announce the launch of MPFX™ - their new platform that provides access to FX liquidity from both bank and non-bank sources. If you would like an opportunity to learn more about this, please contact the Marco Polo New World sales team for further details. - June 03, 2015 - Marco Polo New World
Chinese markets fluctuate, as investors weigh up next move. - May 29, 2015 - Norbert Mach
RPA Introduces SponsorPlus to Conference Attendees - May 29, 2015 - Retirement Plan Advisors
Gary Williams, CFP®, Founder of Williams Asset Management in Columbia, MD, will be offering a complementary Social Security analysis to residents of Howard County and its neighboring counties who are near retirement. “This is an important topic as more and more people transition into retirement. - May 21, 2015 - Williams Asset Management
Cleveland financial advisor, Howard Slater, served as a Junior Achievement volunteer and entrepreneur mentor for high school students. - May 16, 2015 - Cedar Brook Financial Partners LLC
As it continues its drive toward regional Southeast dominance, VisionQuest Wealth Management, LLC has purchased LPL's Charlotte-based Advisory Practice, Tippet Group, Inc. managed by Harold Soutier Sr. and Harold Soutier, Jr. - May 08, 2015 - VisionQuest Wealth Management
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
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