Recent Headlines
Within Asset Management
Sarah Hughes Joins Strategic Pension Group as Director of Client Management
In their recent growth, Strategic Pension Group has added Sarah Hughes to their team as Director, Client Management. In this position, Hughes will consult with clients to establish best practices, conduct comprehensive committee meetings, and assist in managing fiduciary obligations of... - January 09, 2016 - Strategic Pension Group
Strategic Pension Group Hires Jennifer L. McCoy as Senior Director, Client Management
Jennifer L. McCoy has joined the Strategic Pension Group as their Senior Director of Client Management, where she will be assisting clients in identifying their retirement plan needs and aligning plan design and administration to maximize their goals. With 20 years of experience, McCoy is an... - January 09, 2016 - Strategic Pension 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
Malfitano Partners Opens New York Office
Restructuring and asset acquisition industry veteran announces the opening of legal and advisory practices. - January 07, 2016 - Malfitano Partners
Active Management Nor Launch a New Gold Fund (AMNGF)
Active Management Nor (Aktiv Forvaltning) is pleased to announce the launch of Active Management Nor Gold Fund (AMNGF) - Scandinavia's first open end commodity scheme. AMNGF aims to provide maximum exposure to prices of Gold, by investing in deliverable gold based futures contracts available at a commodity exchange (New York, London). AMNGF has an initial offering from January 21-28, 2016 with No Load and will be open for subscription subsequently. - January 07, 2016 - Active Management Nor
Stock Market Investing Easy? It Is Now Thanks to Momentum
Momentum Eliminates Need for Brokers, Jargon - January 06, 2016 - Momentum
ARGI Financial Group Kicks Off New Year with Expanded Commitment to Community
ARGI Financial Group, a Louisville, Kentucky based wealth management firm has established ARGI Gives, a charitable program dedicated to improving the lives of others in the communities they serve. Beginning in 2016, ARGI Gives will provide grants and volunteer support to nonprofit organizations in... - December 24, 2015 - ARGI Financial Group
Increased Dividend Revenue Fund Changes Name to "Ephraim Global Regulated Volatility Fund"
Fund’s goals will continue to be income and long term capital development. - December 16, 2015 - Ephraim Global
Ephraim Global Research Reveals Baby Boomers Choose to Work Well Into Retirement
More than 50% of non-retired individuals above 55 consider they aren’t old enough to retire and plan to continue working. - December 12, 2015 - Ephraim Global
Williams Asset Management Wins “Best of Howard”
Williams Asset Management was recently named as the winner in the financial advisor category in The Baltimore Sun’s “Best of Howard” contest. - December 09, 2015 - Williams Asset Management
Ephraim Global CIO Highlights the Unseen Dynamics That Affect Investors’ Choices
Seth Mantell discusses the invisible forces that impact investment decisions. - December 09, 2015 - Ephraim Global
Ephraim Global’s Full Tables Program Announces More Than $1 Million in Grants
Ephraim Global donates charitable offerings for the 3rd edition of its charitable program. - December 05, 2015 - Ephraim Global
Peter Wechsler Recognized as Five Star Wealth Manager for 2015
Willow Grove, Pa.'s Franklin Retirement Solutions announces that president and co-founder Peter Wechsler - Your Retirement Quarterback® - has been named a FIVE STAR Wealth Manager for the fourth consecutive year. The award is Wechsler's seventh consecutive annual service award. - December 04, 2015 - Franklin Retirement Solutions
Ephraim Global Study Shows That Japanese Employees Prefer Face-To-Face Financial Advice
Business owners are well-positioned to offer the necessary instruments and resources for workers to prosper financially. - December 03, 2015 - Ephraim Global
OutReach Financial Releases the Software, Personal Finance Assistant, for Both Windows and Apple Mac Computer Operating Systems
To provide a product for clients and customers alike to use on a day to day basis in order to manage their finances. Today, finances plague our lives day in and day out and it simply does not have to. Visit the OutReach Financial website to learn how you can manage your finances at home. - December 03, 2015 - OutReach Financial LLC
The Green Rock Group Announces NYC Private Equity Acquisition of Non-Performing Note in Monmouth County, NJ
The Green Rock Group LLC announces the acquisition of a non-performing note by a single purpose entity funded by a NYC private equity fund. The note is secured by a 200,000 sf facility in Monmouth County, NJ. - December 02, 2015 - The Green Rock Group
Henderson Wealth Partners Welcomes Alexandra Henderson
Alexandra (Allie) Henderson has joined Henderson Wealth Partners (HWP) as an Insurance Specialist. Allie will help Henderson Wealth Partners grow and expand its depth of services, particularly long-term health care insurance, while continuing HWP’s tradition of offering personalized, unbiased... - December 02, 2015 - Henderson Wealth Partners
Top Insurance Industry Providers Revealed
The best service providers to the insurance industry have just been announced in Insurance Business America magazine’s ‘Best of the Best 2015’. This list recognizes the leading companies and products that support the industry as chosen by independent agents and brokers. Insurance... - December 02, 2015 - Key Media
Ephraim Global Appoints Clive Gunner as New Director of Human Resources
Clive Gunner to take over responsibilities from interim director Tatsuo Kurosawa. - November 29, 2015 - Ephraim Global
Ephraim Global Launches Generation Consultancy Project
Ephraim Global inaugurates optimized advisory service. - November 25, 2015 - Ephraim Global
U.S. Equity Market Performance is Sustainable, According to Drapella Capital Management Report
Drapella Capital Management Sees 4 Key Reasons Why U.S. Corporate Earnings Can Continue to Grow and Drive Equity Market Returns in 2016. - November 24, 2015 - Drapella Capital Management
Retirement Plan Advisors Welcomes Higher Education Client, Cairn University
Cairn University Adopts SponsorPlus. - November 21, 2015 - Retirement Plan Advisors
Ephraim Global Reports Increased Demand for Improvements in Asset Management Operating Abilities
Study identifies a number of issues that make operations a vital factor for success. - November 19, 2015 - Ephraim Global
Archer Consultants Announces Successful Bulgarian License Issued by the Bulgarian Financial Supervision Commission (FSC) Under MiFID for an Investment Intermediary
Bulgarian Broker and Fund Manager Matador Prime has issued a license under the Bulgarian Financial Supervision Commission (FSC). The license permits Matador Prime to conduct business as an investment intermediary within the European Union and European Economic Area under MiFID. The newly formed... - November 17, 2015 - Archer Consultants
Ephraim Global Appoints Ivar Frandsen as Chief Administrative Officer
Ivar Frandsen to take over responsibilities from interim CAO, Ryo Iwadare. - November 14, 2015 - Ephraim Global
Ephraim Global Hosts Blood Donation Initiative
Company organizes corporate initiative to support local blood banks in enhancing their reserves. - November 12, 2015 - Ephraim Global
Educational Medicare Workshop for Baby Boomers
An educational workshop titled "Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know About Medicare and Long-Term Care" has been scheduled for 9:00 AM on November 21 at Elliott and Associates Wealth Advisors, Inc located at 1225 Johnson Ferry Rd, Suite 600,... - November 11, 2015 - Elliott & Associates Wealth Advisors, Inc.
Ephraim Global Survey Shows Japanese Professionals Feel Compelled to Work Longer Hours
A recent study conducted by Ephraim Global revealed that up to 75% of Japanese employees consider that their working lives are affected by longer hours spent at the office. - November 08, 2015 - Ephraim Global
Mackey McNeill, Author and Founder of Mackey Advisors™: The Prosperity People, Launches Second Edition of Her Book, "The Intersection of Joy and Money"
Mackey McNeill, internationally published author, speaker and CEO of intention-based financial planning firm Mackey Advisors,™ has released her award winning book, "The Intersection of Joy and Money." Originally released on 2002 and now in its second edition, The Intersection of Joy... - November 06, 2015 - Mackey Advisors
Ephraim Global: Concentrate on the Long Term Basics
Ephraim Global recommends focusing on the long-term fundamentals of the investment industry. - November 06, 2015 - Ephraim Global
Elite Insurance Agencies in America Revealed
35 Independent insurance agencies make up the list of top industry performers in the country. - November 06, 2015 - Key Media
Oakmont Advisory Group to Open New Westside Office
Locally family-owned and operated financial planning and investment advisory firm, Oakmont Advisory Group, LLC, will be opening a second office in January 2016. - November 04, 2015 - Oakmont Advisory Group, LLC
Ephraim Global Attends Autism Awareness Conference
Senior Vice President joins conference on reaching out and assisting unemployed individuals with autism. - November 04, 2015 - Ephraim Global
Ephraim Global Launches Enhanced Frontier Markets Fund
Ephraim Global, the Tokyo-based asset management company, has announced today the launch of a new fund within its range of fixed income solutions, the Ephraim Global Enhanced Frontier Markets Fund. - November 01, 2015 - Ephraim Global
Ephraim Global Adds Oswald Abbot to Its Multi Asset Team
Oswald Abbot to manage clients’ multi asset portfolios. - October 24, 2015 - Ephraim Global
Are You Retirement Ready? Get Ready with Book Giveaway Sponsored by Williams Asset Management, Howard County
Gary Williams, President of Williams Asset Management is sponsoring a contest for participants to win copies of his Amazon.com five-star rated book "The Art of Retirement" (with foreword by NFL Hall of Famer, Ronnie Lott). - October 23, 2015 - Williams Asset Management
Donating Without Objectives Can Leave Contributors Feeling Discontent Says Ephraim Global Report
Only 2 out of 10 donors have a clear set of objectives to guide their charitable giving. - October 22, 2015 - Ephraim Global
Ephraim Global Announces Development Team Portfolio Management Leadership Transition
Ephraim Global, the Tokyo-based asset management company, has announced today that decision making responsibilities on its Development team have been transferred entirely to head portfolio managers Koichi Itseburo and Sado Hayate. - October 21, 2015 - Ephraim Global
Everest Companies File Lawsuit Against Kirk Financial Group, Kirk Investment Advisors, and Christopher Kirk
Everest Companies File Lawsuit against Kirk Financial Group, Kirk Investment Advisors, and Christopher Kirk for alleged Lanham Act Violations, Misappropriation of Trade Secrets, Trademark Infringement, Invasion of Privacy, and Tortious Interference with Contract. - October 20, 2015 - Everest Companies
Local Financial Advisor and Author Donates $7,000 to Charities
Over the course of the last two years, Gary S. Williams, CFP® has donated a total of $7,000 to the Brigance Brigade (which raises funds to assist those with ALS), the Y of Central Maryland, Augie’s Quest (which funds ALS research), and the SPCA of Maryland. All profits from sales of his... - October 18, 2015 - Williams Asset Management
Ephraim Global CIO Discusses Frontier Markets at EG Emerging Markets Conference
Risk can be analyzed in a top-down fashion says Seth Mantell at Ephraim Global Emerging Markets Conference. - October 18, 2015 - Ephraim Global
Ephraim Global Research Shows That Vacation Planning Takes Precedence Over Education and Retirement
According to a recent Ephraim Global study regarding the savings attitudes of its investors, 26% of the respondents replied that they allocate more time to planning a vacation as opposed to planning for retirement (22%) or the cost of education (19%). - October 16, 2015 - Ephraim Global
Ephraim Global Announces Increase in New Investor Numbers
Ephraim Global reports that the number of new clients has surged despite the volatile conditions of the international markets. - October 14, 2015 - Ephraim Global
Kerstin Soderstrom Steps Down as Director of Human Resources at Ephraim Global
Corporate veteran hands over responsibilities after a sterling 9-year career. - October 11, 2015 - Ephraim Global
Key Media Announced as 2015 Publish Awards Finalist
Boutique business media company Key Media has been recognised as a finalist in the 2015 Publish Awards. From a competitive pool of over 270 entries, Key Media has received five finalist nominations across four categories: • Business Publishing Company of the Year • Event of the Year... - October 10, 2015 - Key Media
Ephraim Global Introduces Retirement Revenue Fund Series
Ephraim Global, the Tokyo-based asset management company, had announced today the introduction of the Ephraim Global Retirement Revenue Fund series created to assist defined contribution participants progress from capital accumulation to spending during retirement. - October 07, 2015 - Ephraim Global
Ephraim Global PRS Survey Reveals That Younger Clients Are Willing to Work During Retirement
A new study from Ephraim Global reveals that an important percentage of clients between the ages of 25 to 55 (71%) are planning to work during their pension years, whether full time or part time, and mostly voluntarily, not out of financial considerations. - October 03, 2015 - Ephraim Global
Protect Your Online Privacy and How Much Personal Information Data Brokers Gather About You
Data brokers gather personal details without your knowledge, using the collected data to create customized ads and web pages that speak to your interests. If you don’t want your personal details scattered around the Internet, follow these tips to limit you and your family’s exposure. - October 02, 2015 - Paäge et Cie
Ephraim Global Launches Two New Funds
Ephraim Global has announced today the launch of two new funds within its income solutions range which will complement currently existing strategies. - October 02, 2015 - Ephraim Global
PRIX Index Oil Market Supply Side Forecast
Will the world's biggest oil exporters finally curb their output, causing the oil price to bounce? - October 01, 2015 - PRIX index