Recent Headlines
Within Asset Management
Elite Women in the Mortgage Industry Revealed
Mortgage Professional America magazine recognizes 100 of the most inspiring women in the mortgage industry. - May 22, 2016 - Key Media
Canada’s Leading Mortgage Brokers Revealed
A ranking of the country’s 75 top brokers has just been released by Canadian Mortgage Professional magazine, - May 21, 2016 - Key Media
Pivotal Tax Solutions Partners with Group 1 Automotive
The 3rd largest automotive company in the nation, Group 1 Automotive, headquartered in Houston, Texas recently contracted with Pivotal Tax Solutions to provide a comprehensive line of real property tax services for their national dealerships. This partnership is significant as Group 1 Automotive... - May 20, 2016 - Pivotal Tax Solutions
Retirement Plan Advisors & York College of Pennsylvania Host Retirement Planning Success Event
RPA to present at the college’s Human Resources Symposium June 8-10. - May 17, 2016 - Retirement Plan Advisors
Cedar Brooks’ Howard Slater Coaches Teens on Financial Literacy
Howard Slater, partner and principal of Cedar Brook Financial Group, and consummate volunteer devoted to teaching financial literacy to students, completed courses at two Cleveland schools. - May 16, 2016 - Cedar Brook Financial Partners LLC
Nikko-Desjardins Asset Management: Scott Morison Insinuates a Tax Cut, Says It's Part of an "Economic Plan"
Scott Morrison, the Treasurer of Australia, recently made a statement saying that his first budget will be unlike any budgets that Australia has seen. Morrison hinted towards a tax cut and said that he plans to increase education spending. - May 14, 2016 - Nikko-Desjardins Asset Management
VisionQuest Wealth Management Announces Promotion of Stacy Beane
Stephen Peters, Founder and CEO, today announced the appointment of Stacy Beane as Chief of Staff at VisionQuest Wealth Management. In a newly created position, she will be responsible for driving the firm’s strategic plan, special projects and most importantly, VisionQuest’s client... - May 14, 2016 - VisionQuest Wealth Management
McElhenny Sheffield Capital Management Announces Succession Plan Partnership with Spar Investment Counsel
As part of their continuing commitment to clients regarding sustainability and longevity of their successful execution of client investment objectives, McElhenny Sheffield Capital Management (MSCM) is pleased to announce that the Spar Investment Counsel team has joined the firm. - May 13, 2016 - McElhenny Sheffield Capital Management
Report on Top Specialty Insurance Brokers Released
The recently released 2016 US Specialty Brokers list features 149 agencies that found success through specialization. - May 13, 2016 - Key Media
Nicholas Ibello Becomes a Member of the Financial Services Institute
FSI Advocates for Main Street Americans’ Access to Objective, Affordable Financial Advice. - May 06, 2016 - Williams Asset Management
IASG Launches Broker Dealer to Serve an Expanding Audience for Managed Futures
IASG Alternatives LLC is an independent and highly specialized financial services group that provides access to a premier platform of managed futures investments designed to meet the needs of sophisticated investors. - May 04, 2016 - IASG Alternatives LLC
Thrivent Financial Announces Member Impact in the State of Virginia Through Service and Giving
Generosity of Thrivent members in 2015 makes a difference throughout the state. - May 01, 2016 - Blue Ridge Group - Thrivent
Annual List Names Canada’s Financial Industry Rising Stars
Twenty five wealth advisors have been recognized in a list of the industry’s most promising young professionals. - April 30, 2016 - Key Media
Group Long Term Care Insurance Benefits Reported by LTCI Consultants
There are significant advantages of making group long term care insurance available in the workplace reports LTC Insurance Consultants. - April 28, 2016 - LTC Insurance Consultants
Finogy - Using Biometric Data in a Personal Finance App
Finogy, a new online investing platform, is creating a biometric app on Indiegogo. - April 27, 2016 - Finogy
Capital Services Data Scientist to Speak at FICO World
Capital Services' Chief Data Scientist, Alfred Furth, will be a featured panel speaker at FICO World, April 26-29 in Washington, D.C. Furth will share best practices for the evaluation and adoption of FICO Score 9, and describe how Capital Services uses scorecards, prediction tools, and analytics... - April 27, 2016 - Capital Services
Capital Services Reports Continued Growth in 2015, Credits Its Expertise at Asset Generation
Capital Services credit card accounts were up 29 percent over 2014, significantly higher than the 23 percent growth the company had predicted for 2015. - April 24, 2016 - Capital Services
Federal Court Rules in Favor John K. Baldwin and Bridge Capital Against the Government of Laos
US Court Rules in Favor of John K. Baldwin and Bridge Capital Against the Government of Laos noting that its claims were based on little more than unsupported allegations of wrongdoing” and finding that it was “essentially motivated by bad faith.” - April 12, 2016 - Bridge Capital
Local Social Security Consultant Explains Bipartisan Budget Act’s Changes to Social Security
New Social Security Claim Options can be Confusing for the Layman - April 02, 2016 - RMH Advisors, LLC
Trinova Capital Announce Addition of Samuel Shakeson to Equity Research Team
Samuel Shakeson has been appointed to Trinova Capital's Equity Research Team to focus on speciality pharmaceuticals equities. - April 02, 2016 - Trinova Capital
Joyo Financial to Provide Retail Investors’ Access to IPO
At a recent technology expo SXSW in Austin, Texas, USA, Charles Leung, Chief Investment Officer with Joyo Financial Ltd gave an insight into what's in store for this year. - March 25, 2016 - Joyo Financial
NAPA Recognizes Eric Mitchell in Top 50 Under 40
Association names Mitchell as one of nation’s foremost "Young Gun" retirement plan advisors. - March 24, 2016 - Retirement Plan Advisors
Trinova Capital on Track for Record-Breaking Q1 of 2016
Trinova Capital have expressed today that the Tokyo-based equity research firm is on target to achieve their best ever fiscal quarter. - March 24, 2016 - Trinova Capital
Trinova Capital Announces Community Support Program
Trinova Capital announces new program to support volunteering and community service for employees. - March 23, 2016 - Trinova Capital
Eagle Technology Receives Milwaukee 7 Export Development Grant
Eagle Technology, developer of a leading CMMS solution designed to assist clients with maintenance management needs, announces they are a recipient of an international export development grant from the Milwaukee 7 region. The Export Development Grant program combines funding with mentorship and guidance to help small businesses take advantage of opportunities for overseas expansion. - March 17, 2016 - Eagle Technology
Holborn Assets Enters Shariah Market, Launches Islamic Window
Leading independently owned global financial advisory group based in UAE offers holistic Shariah wealth management and financial planning solutions. - March 16, 2016 - Holborn Assets
Gary Williams Attends Prestigious Chairman’s Retreat 2016
Gary S. Williams, President and Founder of Williams Asset Management in Columbia, Maryland gathered with a group of leading financial advisors invited to participate in Commonwealth Financial Network®’s Chairman’s Retreat, February 22–24, 2016, in Miami, Florida. - March 16, 2016 - Williams Asset Management
Two Advisors Honored with Inaugural 2015 Top Retirement Women Advisor Award
Kristen Deevy and Shannon Maloney win Inaugural NAPA (National Associate of Plan Advisors) Top Women Retirement Advisor All Star Award - March 15, 2016 - Strategic Pension Group
Advisor Honored with Nomination for NAPA 2016 401(k) Leadership Award Top Retirement Women Advisor
Jeff Cullen was recently named one of the 10 semi-finalists for NAPA (National Association of Plan Advisors) 2016 401(k) Leadership Award. The award is in its 9th year and Cullen was selected from over 150 nominations. Cullen has dedicated his practice to serving retirement plans for over a decade. - March 15, 2016 - Strategic Pension Group
Phil Senderowitz Joins Strategic Retirement Partners
Phil Senderowitz has joined Strategic Retirement Partners, a national retirement plan consulting firm. Senderowitz will be servicing clients and growing the practice in the Central Florida market. He will also be an integral member of the SRP investment committee. With more than 2 decades of... - March 15, 2016 - Strategic Pension Group
Trinova Capital Launches Global Client Drive
Trinova Capital launches ambitious global client initiative to drive next decade of growth for the firm. - March 07, 2016 - Trinova Capital
BondIT Has Been Selected as a Finalist for the FinTech Innovation Awards 2016
BondIT has been selected as a finalist for the FinTech Innovation Awards 2016. The selection was for the Innovation in Wealth, Asset and Investment Management category. “The need for a revolution in the fixed income advisory is more evident than ever,” said Etai Ravid, BondIT CEO... - March 03, 2016 - BondIT
Pension Focus 2016 Conference Announces Speakers
Pension Focus 2016 announces the speaker line-up for its annual conference at Chateau on the Lake, Branson, Missouri on May 19th and 20th, 2016. Sponsored by Pension Consultants, Inc. of Springfield, Missouri, this conference will feature the latest updates in retirement plan oversight and monitoring. - March 02, 2016 - Pension Consultants Inc
Pension Consultants Named a 2016 PLANSPONSOR Retirement Plan Adviser of the Year Finalist
Pension Consultants, Inc., a leader in offering in-depth, un-conflicted advice on every aspect of retirement plan management, was recently named one of five finalists for the 2016 PLANSPONSOR Retirement Plan Adviser of the Year award. PLANSPONSOR, a national publication, is the leading authority on... - February 25, 2016 - Pension Consultants Inc
Financial IT Invites Trading Technology Providers to Participate in Software Evaluation Study
The report will reveal user preferences for technological functionalities in today’s regulatory stringent market and available technological potential of providers. To list your provider in the Survey please email the Financial IT team. - February 19, 2016 - Financial IT
Nick Fortune on the Secrets of the Wealthy | Fortune DNA
Tax strategist, keynote speaker, and seasoned entrepreneur Nick Fortune talks about why the wealthy are so wealthy, and how businesses become successful. - February 18, 2016 - Fortune DNA
Kristen Deevy Joins Strategic Retirement Partners
Kristen Deevy has joined Strategic Retirement Partners, a national retirement plan consulting firm. Deevy will be servicing clients and growing the practice in the Rocky Mountain market. She will also be leading Strategic Retirement Partners Social Media Campaign. With more than 15 years of... - February 16, 2016 - Strategic Pension Group
Celebrating the Best of British at the GBPensions Roycroft Vintage Festival 2016
Announcing GBPensions' sponsorship of the Roycroft Vintage Festival 2016, on Sunday March 13th at Hampton Downs Motorsport Park. - February 15, 2016 - GBPensions
Complimentary Seminar: The Current Tax Landscape
Sam Henderson of Henderson Wealth Partners, a full-service, independent wealth management firm, along with Christopher P. Hennessey, a lawyer and C.P.A. and member, Putnam Business Advisory Group, will present a complimentary seminar “The Current Tax Landscape” on Thursday, February 11... - January 29, 2016 - Henderson Wealth Partners
Global Family Offices Presents the "Global Family Office Investment Conference" on March 24 – 25, 2016 in Monterey, California
Investors, single and multi-Family Office owners, finance experts including CPA’s, lawyers, investment advisors and portfolio managers will converge in Monterey, California for the Global Family Office “Capturing New Opportunities and Mitigating Risk” conference. This enlightening... - January 29, 2016 - GFO Summit
Ephraim Global Study Uncovers Connection Between Inheritances and Retirement Readiness
Transferring assets by way of life insurance can beneficially impact the future generations’ pension outlook. - January 29, 2016 - Ephraim Global
Female Insurance Trailblazers in Canada Revealed
35 female insurance professionals make up this year’s list of industry trailblazers in the Insurance Business Canada Women of Influence report. - January 28, 2016 - Key Media
Absolute Capital Launches Two New Mutual Funds
Absolute Capital has launched two new mutual funds which offer active management in response to changing market conditions. The strategies provide for market participation with a focus on risk management. The Absolute Capital Asset Allocator Fund and Absolute Capital Defender Fund are managed by... - January 25, 2016 - Absolute Capital Portfolio Management Group
Gerard Fournier Joins Ephraim Global
Gerard Fournier to manage Ephraim Global International Unconstrained Bond Fund. - January 24, 2016 - Ephraim Global
Financial Technology Startup OnTrajectory Launches
OnTrajectory.com is a financial technology startup that has created a high-fidelity financial planner that maps out users’ financial trajectories using income(s), investments, assets, and expenses all in one graph displaying a user's financial future. The software is fully functional via web... - January 20, 2016 - OnTrajectory.com
Ephraim Global Study Uncovers New Set of Strategies to Address Investor Attitude Shifts
The merger of technology and investor engagement describes "The Future of Financial Planning." - January 20, 2016 - Ephraim Global
Insight Wealth Partners Brings on Executive Financial Advisor
Insight Wealth Partners continues to grow with the addition of former financial services executive, Brian Finnigan, AIF®, as financial advisor. - January 13, 2016 - Insight Wealth Partners
Strategic Retirement Partners to Host Their First National Webinar
Strategic Retirement Partners (SRP) is reaching out to retirement plan sponsors around the country to invite them to their first national Webinar on Jan. 19 starting at 1 p.m (EST). The hour-long webinar will focus on fee analysis and benchmarking for retirement plans. SRP encourages Plan Sponsors... - January 13, 2016 - Strategic Pension Group
Absolute Capital Ranked as One of America’s Fastest Growing Companies in the Inc. 5000
Absolute Capital has now been ranked as one of America’s fastest growing companies for five years in a row. Brian Osborn, Managing Director at Absolute Capital states “We are extremely proud to achieve these honors. It is a direct reflection of our team’s abilities and the... - January 11, 2016 - Absolute Capital Portfolio Management Group
Local Advisor Honored with Inaugural 2015 Top Retirement Women Advisor
Shannon Maloney wins Inaugural NAPA (National Associate of Plan Advisors) Top Women Retirement Advisor All Star Award. - January 09, 2016 - Strategic Pension Group