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Industry Veteran Tapped as Vice President of Investments for Boutique Fee Based and Performance Based Registered Investment Advisory firm. - August 06, 2014 - FIRMO Investment Consulting Services
Joyce Blonskij - Certified Income Specialist provides the knowledge needed to create a plan designated to provide a steady stream of income to clients on a regular basis, using conventional as well as unconventional methods. To obtain this designation the following requirements must be met: 2,000 hours or more work experience in the financial services industry or a bachelor’s degree for an accredited college or university. Candidate must complete a self-study program of six modules in 15 weeks. - August 05, 2014 - Blonskij Financial Services, Inc.
To support the unique financial demands of their client base, Secure Horizon Settlements expanded into separate divisions to assist annuitants in the funding process to obtain a payout. Secure Horizon Settlements serves annuitants who receive regular payments resulting from a lawsuit or court case, and lottery and casino jackpot winners who may want to sell out the payment stream they receive. - August 02, 2014 - Secure Horizon Settlements
Ape Press is launching the most comprehensive legacy planning resource to help individuals prepare for the future. The flagship product is a user-friendly program featuring a simple, step-by-step roadmap to help individuals prepare for the unexpected. This resource is ideal for professional advisors seeking to build stronger, multigenerational client relationships and educate clients on how to navigate life’s unexpected obstacles, decide their legacy, and gain peace of mind. - July 31, 2014 - Ape Press
Theresa Oatman, CEO of Stock Connections, Inc. was interviewed on the show with host Bill Black. Ms. Oatman presented her expertise with tips, ideas and precautions that are important for business owners to consider as they contemplate growing and protecting the value of their business. Whether... - July 23, 2014 - Stock Connections Inc.
Experienced Wealth Advisor in Sarasota, Florida, Specializes in Helping Women Business Owners and Professionals. - July 18, 2014 - Suncoast Advisory Group
17th fastest growing RIA firm in the country based on an annual survey from Financial Advisor Magazine. - July 17, 2014 - ERISA Fiduciary Advisors, Inc.
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
Author, Gary Williams, will be signing his retirement book at Bethany Beach Books on August 7, 2014. The first 10 copies of the book sold during this event will be a special copy - autographed by Ronnie Lott and Gary Williams. Gary Williams will sign his book, The Art of Retirement on Thursday, August... - July 17, 2014 - Williams Asset Management
Williams Asset Management, one of Maryland’s premier wealth management firms for both individual investors and organizations, celebrates its 20th anniversary this year, a milestone that complements the firm’s focus on providing long-term financial wisdom to their clients for the past two... - July 16, 2014 - Williams Asset Management
The MTA announces new leadership for its Board of Directors. Piper Jaffray’s Managing Director and Senior Technical Research Analyst, Craig Johnson CFA, CMT will lead the organization’s mission and continued growth. - July 16, 2014 - Market Technicians Association
Industry expert, author and principal of Cedar Brook Financial Partners, Cleveland’s Howard Slater speaks at national industry conference. - July 16, 2014 - Cedar Brook Financial Partners LLC
Ventura Wealth Management is excited to announce that Dan McElwee, Executive Vice President and Wealth recently appeared on ‘Money Life’, a self-proclaimed, “online resource for news and opinions on personal finance…” - July 13, 2014 - Ventura Wealth Management
The Foundation for Financial Planning announces its support of pro bono financial planning with an opportunity for financial planning organizations to apply for grants totaling $118,750. - July 10, 2014 - Foundation for Financial Planning
Nolan Financial has expanded its team with a series of new hires that will help drive its growth while servicing its growing client base. - July 09, 2014 - Nolan Financial
Leading regional employee benefits and retirement planning firm continues growth through strategic acquisition. - July 05, 2014 - Northeast Professional Planning Group
Leading regional employee benefits and retirement planning firm announces the appointment of Wayne Finley to Relationship Manager - July 04, 2014 - Northeast Professional Planning Group
ARGI Financial Group expands to Grand Rapids, MI. ARGI is a fast-growth Louisville, KY based wealth management firm. - July 03, 2014 - ARGI
A Merger of Equals. The Conifer Group and Vastardis Capital Services Holdings join to form Conifer Financial Services, LLC, a powerful new asset services company with over $100B of Assets Under Administration. - July 02, 2014 - Conifer Financial Services
Nolan Financial has launched a new responsive website that was created with functionality across all types of devices - desktops, smartphones and tablets. The new website offers informative Nonqualified Retirement Plan content with an attractive layout and easy to use navigation. - June 30, 2014 - Nolan Financial
VisionQuest Wealth Management continues with its annual Durham Bulls Outing. - June 28, 2014 - VisionQuest Wealth Management
Gary Williams, CFP®, President of Williams Asset Management and author of The Art of Retirement, donates two hundred books to HeroBox. Once HeroBox receives the copies of "The Art of Retirement," they will place the books into care packages that will be sent to American soldiers fighting around the world. - June 26, 2014 - Williams Asset Management
Local Financial Advisory Firm Adds Client Relations Coordinator - June 25, 2014 - Guardian Capital Advisors
A leading invoice factoring provider, Texas Capital Group works independently and provides cash flow funding solutions to various small and medium sized businesses. The company provides asset based funding solutions and related financial services to businesses in need of immediate cash. After the invoices submitted by a company are checked and verified, Texas Capital Group funds the business within 24 hours. - June 24, 2014 - TX Capital Group
Ventura Wealth Management, a Register Investment Advisor (RIA) wealth management company with top financial advisors in New Jersey, is now offering new families the chance to set up a financial plan for the purpose of bringing them out of debt. - June 18, 2014 - Ventura 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
Matthew Celebuski to become CEO; Eric Moore to become President. - June 16, 2014 - SJ Levinson & Sons, LLC
HMT LLP, led by partner Ian Barton and supported by manager Julia Carruthers, advised Management and Newco funded by Palatine Private Equity (“Palatine”) and The Royal Bank of Scotland (“RBS”) on the management buy-out of Surrey-based seismic consultancy firm, The EPI Group (“EPI”). - June 16, 2014 - HMT LLP
e5 Solutions Group LLC is a leading provider of solution design, implementation services and add-on software programs related to the SAP ERP Financials solution and treasury applications from SAP AG. - June 13, 2014 - e5 Solutions Group
Rapid CX, a cryptocurrency exchange platform, has introduced customized interactive charts for altcoins, proven investor indicators (RCX Scores), and has more in store for thier traders to be launched next week. - June 12, 2014 - Rapid CX
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
Hicks Advisory Group, LLC (HAG) announced today that Ryan Gilmore recently joined the firm as Marketing Director. In this role he will be leading all marketing-related activities, including client communication and experiences. Mr. Gilmore joins Hicks Advisory Group from Volcano Vista High School where... - May 28, 2014 - Oakmont Advisory Group, LLC
Global Trust Depository has just announced that the firm is now offering Paymaster Services in addition to their current services including Safe Keeping Receipts, Authentication Reports, Fiduciary Services and more. Paymaster Services are best suited for clients that need assistance with receiving funds... - May 28, 2014 - Global Trust Depository
An Iowa-based Company with Wall Street savvy has developed a concept that gives retail investors access to an endowment structure with daily liquidity and a $1,000 minimum investment. “Endowment structure” means that the investment program has an alternative investments orientation and seeks to provide shareholders with asset allocations across various asset classes and portfolio management services in one product. - May 22, 2014 - Advantage Investment Management
Financial Planning Firm, Speir Financial Services, will hold seminar on Retirement Income “What are my Options” featuring James J Speir, prominent member in the metro Detroit community and founder of Speir Financial Services. Speir will be hosting this event at Ginopolis Bar-B-Q Smokehouse... - May 21, 2014 - Speir Financial
"IRAs are taking center stage (making up over 25% of total retirement savings nationwide)," Ed Slott expressed from his semi-annual Elite IRA Advisor GroupSM training program. - May 21, 2014 - RMH Advisors, LLC
CWC teams up with local philanthropist Valerie Jacobs to help private foundations and families build an effective infrastructure for charitable giving. - May 19, 2014 - Christopher Weil & Company
A gathering for the Kentucky Derby that was also a charity event. - May 10, 2014 - VisionQuest Wealth Management
Nationally Recognized Financial Adviser Rick Helbing of Suncoast Advisory Group in Sarasota, Florida, Featured on the Cover of Scene Magazine - May 08, 2014 - Suncoast Advisory Group
Global Trust Depository has just announced that the service is now taking new clients for safekeeping receipts. Global Trust Depository can accept almost any kind of valuable assets for safekeeping purposes. The service contracts out with local bank vaults for storage facilities and can issue a safekeeping... - April 23, 2014 - Global Trust Depository
J.P. Turner and Docupace Technologies Partner to Increase Efficiencies and Move toward a Paperless Workflow - April 19, 2014 - J.P. Turner & Company, LLC
Mindset Matters Inc. brings Camp Millionaire to DFW Youth. - April 18, 2014 - LcPurcy Enterprises Inc.
Real Gold IRA, LLC is now offering a nationwide alternative to retirement account holders. They specialize in converting high fee IRA/401(k) retirement accounts into IRA LLCs, saving people thousands in account management fees while allowing physical possession of precious metals. Real Gold IRA LLCs are the low cost retirement account. - April 17, 2014 - Real Gold IRA, 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
Ewing, NJ based leader for comprehensive financial planning consultancy services, Ventura Wealth Management has announced that the company has recently updated their website to deliver the latest information to their clients across the region. - April 12, 2014 - Ventura Wealth Management
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
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