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Four industry professionals have joined Dodilio as Executive Partners. - April 07, 2014 - Dodilio, LLC
Argos Risk’s Third-Party Sender Portfolio Report is the company’s latest enhancement to its flagship product, Argos Risk Online. Designed to help financial institutions effectively identify and monitor the risk associated with originating ACH transactions on behalf of Third-Party Senders, the Third-Party Sender Portfolio Report allows subscribers to clearly see the aggregate originator risk contained within a single third-party sender customer. - April 02, 2014 - Argos Risk
IT Support Services Company in Rancho Cucamonga receives Global recognition. - April 02, 2014 - Technology Management Solutions, LLC
IntrapriseTechKnowlogies LLC (ITK), a CPA firm focused on technology management consulting is pleased to announce that Kristi N. Lefforge has joined ITK as director of its Consulting Services division. Kristi will manage a team that will focus on IT auditing and business solutions management. “Kristi... - March 30, 2014 - IntrapriseTechKnowlogies LLC
NPPG a leading regional employee benefits, retirement planning and actuarial consulting firm announces the appointment of Lance P. Roteman to Senior Vice President. - March 29, 2014 - Northeast Professional Planning Group
The Spectrum IFA Group are delighted to announce that David Elkan has joined the office in Holland. David has worked in Financial Services for the past 26 years covering all aspects of financial planning and investment advice. Initially working within a large offshore brokerage in South East Asia, David... - March 29, 2014 - The Spectrum IFA Group
This cutting-edge certification is granted by the College for Financial Planning and requires a rigorous course of study. - March 27, 2014 - Prosperity, 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
A 24/7 Legal Assistance Business Hub Opportunity from International Commercial Investment - March 26, 2014 - International Commercial Investment
Harkins Wealth Management, LLC has announced that Michelle Cortés-Harkins, MSW, CDFA™, CRPC®, recently completed a specialized educational program in professional divorce financial analysis and is now a Certified Divorce Financial Analyst (CDFA™). Harkins Wealth Management is dedicated... - March 25, 2014 - Harkins Wealth Management, LLC
Due to recent growth in sales and industry demand, Hong Kong based financial news portal AsiaEtrading.com announces plans to publish 50% more editions of their Asia Etrader Magazine in 2014. - March 22, 2014 - AsiaEtrading
Global Trust Depository has just announced that the service is now taking new clients for bonded courier services. This is one of the best ways to deliver official, valuable and important information from a service with a professional standard and a reputable image. The company is also taking clients... - March 21, 2014 - Global Trust Depository
Forex Models, LLC, an Indianapolis based forex trading system development company, will conduct a 3-day forex training seminar in Franklin, Indiana, Wednesday May 14 through Friday May 16. The venue is conveniently located 30 minutes south of Indianapolis and 90 minutes north of Louisville. The seminar... - March 19, 2014 - Forex Models, LLC
Elios Financial Group announced today that James T. Elios, MBA, CHFC©, CLU©, was named a recipient of the 2014 Cleveland Five Star Wealth Manager award. Award winners appear in a special section in the March issue of Cleveland Magazine and Inside Business. This is the second year in a row for... - March 15, 2014 - Elios Financial Group, Inc.
The Spectrum IFA Group are delighted to announce that Peter Francis has joined the Italian team in the Lucca area. Peter has worked in Financial Services for 25 years covering all aspects of financial planning and investment advice. Initially working within a large bank brokerage and then moving on... - March 14, 2014 - The Spectrum IFA Group
Retirement Wealth Management, LLC is pleased to announce that Joe Derickson has been named as one of the 2014 PLANADVISER Top 100 Retirement Advisers. - March 13, 2014 - Retirement Wealth Management, LLC
Hong Kong based financial news portal, AsiaEtrading.com launches the 10th issue of their Asia Etrader Magazine. - March 12, 2014 - AsiaEtrading
Nearly 94% of all Americans desire a stable and secure retirement lifestyle where they can enjoy their luxuries without worrying about the costs. Some may wish to travel and see the world while others may be happier at home with their families; but regardless of what they want to do during retirement,... - March 08, 2014 - Ventura Wealth Management
Gary Williams, an independent financial advisor affiliated with Commonwealth Financial Network® and Founder/President of Williams Asset Management in Columbia, MD, has achieved Commonwealth Chairman’s status. - March 07, 2014 - Williams Asset Management
The Spectrum IFA Group are delighted to announce that Conor MacSherry has joined Paul Bristow and Chris Webb in the Madrid office. Conor has worked in Financial Services for 27 years covering all aspects of protection, mortgages, investment and retirement planning. Through many years of management roles... - March 07, 2014 - The Spectrum IFA Group
Since the collapse of the auction rate securities market in the US in 2008, holders of these now illiquid instruments have struggled to find reliable secondary market quotes and price clarity. Now, with best-of-breed evaluated pricing from Pluris Valuation Advisors LLC, SIX Financial Information’s clients can value their auction rate securities with confidence. - March 05, 2014 - Pluris Valuation Advisors LLC
The Coin Tree's CEO, Andrew Durgee, discusses solving Bitcoin's core issues of access, security, storage, and distribution. - March 04, 2014 - The Coin Tree
Company Staff Ran 10k to Help Children Living with Cancer - March 04, 2014 - Fund Advisers
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
New personal finance website connects Canadians to financial advice and support. - March 03, 2014 - WealthPrep
The Real Estate sector in China has been witnessing buoyancy of late. Prices for new homes soared by as much as 20 percent in the country’s four biggest cities in September 2013, over the same month a year earlier—the most since January 2011. The north-eastern port city of Dalian has been... - February 28, 2014 - AT Capital Group
Aaron Kamat, a Cleveland-native and experienced investment advisor representative, has joined Creekside Financial Advisors as a partner. - February 28, 2014 - Creekside Financial Advisors, LLC
John Huber in his role as Governor on the Board of Finance Malta is one of the selected speakers at the business roundtable event to be held between the 6th and 7th of March 2014, and organised by the famed business weekly magazine ‘The Economist’. Many of the world’s foremost thinkers,... - February 28, 2014 - John Huber and associates Tax Consultants
Retirement Plan Advisors (RPA) has appointed Kenneth Mergen as Vice President – Group Retirement Plans. He is responsible for supporting RPA’s field effort including new retirement plan acquisitions, financial advisor training, and strategic planning. “Ken is a true talent. His depth... - February 26, 2014 - Retirement Plan Advisors
Lombard Risk Management plc (Lombard Risk), a leading provider of integrated regulatory reporting, compliance and collateral management solutions for the financial services industry, has appointed Simon Parkins in the role of Global Sales Director as part of company expansion plan. - February 21, 2014 - Lombard Risk
Laureate has entered into a Referral Fee partnership with London based investment firm. - February 18, 2014 - Laureate Trust
Parus Capital appoints James Austin as Head of Institutional equity trading, Hong Kong. Parus Capital today announced it has appointed James Austin as Head of the Institutional Client Group – Equity, for Asia. Mr. Austin transfers to Hong Kong from New York Deutsche Bank where he headed up the... - February 18, 2014 - Parus Capital
Business Default Index improves by 0.19% to close 2013 at 6.25%; Broad improvements across industry, geography and business size - February 15, 2014 - WAIN Street
Albuquerque is the new home of growing financial wealth services firm based in The Woodlands, Texas. - February 14, 2014 - Richie's Specialty Pharmacy
Mr. Andrew Kinnear, Vice President for Finance at Sinclair Capital Management, the UK based commodity brokerage has officially announced plans for his retirement at the end of the year. - February 13, 2014 - Sinclair Capital Management
Place Trade Financial announced a new addition to the growing marketing staff. Kelly Chege has joined the North Raleigh Headquarters and serves as a Marketing Assistant. - February 13, 2014 - Place Trade Financial, Inc.
Reach Wealth Management have announced that the company will be heading the European Commodity Trading Expo in Basel, Switzerland come August 2014. - February 13, 2014 - Reach Wealth Management
European offices in the future for Parus Capital. - February 12, 2014 - Parus Capital
Williams Asset Management, one of the leading wealth management and investment firms, is pleased to announce that its President, Gary Williams, has been selected as a Five Star Wealth Manager for 2014. His selection will be announced in the February 2014 issue of Baltimore Magazine. This is the fourth... - February 08, 2014 - Williams Asset Management
Based on the book, "If Your Life Were a Business, Would You Invest In It?" by John Eckblad & David Kiel (McGraw-Hill), the one-day workshop leads students through the first eight steps (of a total thirteen) to discovering how to align their financial realities with their values, passions and purposes, creating a world in which minimum risk can still result in success. - February 05, 2014 - Life Business
Jessica Silver, Client Manager for Cleveland’s Creekside Financial Advisors financial services firm, successfully completed the CFP® certification process. - February 01, 2014 - Creekside Financial Advisors, LLC
Williams Asset Management has been selected for the 2013 Best of Columbia Award in the Financial Planning Consultants category by the Columbia Award Program. Each year, the Columbia Award Program identifies companies that we believe have achieved exceptional marketing success in their local community... - January 29, 2014 - Williams Asset Management
Thurman Hotel Consultants signs four KMD Hospitality Management hotels to OTA Revenue Management Agreements. - January 29, 2014 - Thurman Hotel Consultants
According to CEO Peter Tasca, “We have one of the best performing funds in the world and this new program will allow advisors and professionals to receive commissions for referring new clients.” - January 26, 2014 - Laureate Trust
Thurman Hotel Consultants signs The Ramada Kissimmee Downtown to Sales & Revenue Management Agreement. - January 26, 2014 - Thurman Hotel Consultants
NPPG's 3(16) fiduciary service relieves plan sponsors of the day-to-day administrative strain and compliance concern in operating a retirement plan. - January 26, 2014 - Northeast Professional Planning Group
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
Almost half of Chinese small business owners plan to pass on their business to their children once they retire, according to the latest research from The Tunstall Group. - January 18, 2014 - Tunstall Group
New Service Complements Firm Experience Valuing Illiquid Assets - January 18, 2014 - Pluris Valuation Advisors LLC
Brings Firm Experience Valuing Complex Real Estate - January 15, 2014 - Pluris Valuation Advisors LLC
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