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Convergence, an advisory formed to work with alternative and traditional asset managers to achieve optimal performance across their infrastructure platforms announced the launch of a new website. - September 18, 2013 - Convergence LLC
David Schlossberg is among the first of 75 financial professionals in the country to be awarded the Certified 401(k) Professional Designation from The Retirement Advisor University in Collaboration with UCLA Anderson School of Management Executive Education - September 11, 2013 - Assured Concepts Group, Ltd.
In a first for the Maltese market, Iconic Funds and Systemic will offer clients of Iconic Funds access to state of the art risk management technology covering extended requirements for both UCITS and AIFMD compliant funds. - September 11, 2013 - Iconic Funds
The pace of farmland price appreciation across the Mid-South and Southeast U.S. continued to flatten in the second quarter, according to the latest Farmland Market Survey released today by Farmland Investor Letter. - September 06, 2013 - Mercator Research LLC
More than 5,700 total attendees from around the country assembled to learn new strategies and skills, expand knowledge in numerous product areas, and network with peers and industry experts. - September 06, 2013 - OnPath Financial, LLC
A comprehensive survey of local employers on trends in employee benefit offerings shows that medical costs have increased an average 7.8 percent in San Diego over the previous year. This compares to an average increase of 6.5 percent nationally. The 2013 San Diego Benefit Survey was recently released... - September 01, 2013 - HUB International - West Region
J.P. Turner employees showed their support of Back on My Feet’s Second Annual Meaningful Miles 5K this past Saturday. - September 01, 2013 - J.P. Turner & Company, LLC
Deems May of Solamere Advisors hosts a discussion among financial experts in June. Panelists Joseph Becker, Sr. Product Strategist for Invesco PowerShares Capital Management, John Tousley, Managing Director & Sr. Strategist for Goldman Sachs Asset Management and Stephen Wilson, Managing Partner and... - August 24, 2013 - Solamere Advisors
J.P. Turner & Company, LLC recently appointed Austen Shuey as New Accounts Specialist, Xavia Phillips as Administrative Clerk and Trent Brox as Software Engineer. - August 23, 2013 - J.P. Turner & Company, LLC
“Will I Outlive My Money?” seminar to discuss a variety of financial issues facing seniors today. - August 23, 2013 - Daniel A. White and Associates
Financial planner Howard Slater, MBA, MSFS®, CFP®, ChFC®, CLU, founder and partner of Cedar Brook Financial Partners, generously volunteers to help Cleveland students. - August 22, 2013 - Cedar Brook Financial Partners LLC
Steve Johnson, CFA brings to Adherence Capital Management the same conservative investment philosophies used while Apple's investment subsidiary, Braeburn Capital, Inc., grew over $100 billion in just five years. - August 22, 2013 - Adherence Capital Management
Business Default Index Deteriorates Marginally by 0.04%; Business Default Diffusion Index Improves to 45.02. - August 20, 2013 - WAIN Street
Retirement planning expert Dan White will lead a free seminar providing critical information to help retirees plan for a long and worry-free retirement. - August 17, 2013 - Daniel A. White and Associates
ARGI Financial Group, a Louisville, Kentucky-based financial planning firm, announced that it has acquired KD Fiduciary Asset Management (“KD Fiduciary”), a Louisville independent investment firm. The purchase will better serve the needs of each company’s clients by providing a broader... - August 16, 2013 - ARGI
Management and staff of Sloy, Dahl & Holst, TriMet employees and people from all over honored Mr. Waldo Johnson on the occasion of his 100th birthday. - August 16, 2013 - Sloy, Dahl & Holst
Simplifying the process of building a diversified portfolio of Mutual Funds and ETFs. - August 14, 2013 - TriVest Folio
Retirement planning firm Daniel A. White & Associates will host a free seminar providing important information for retirees and pre-retirees. - August 09, 2013 - Daniel A. White and Associates
Come Swing with Golish Financial for Charity, at the Boca Lago Country club, on Oct. 28, 2013; Enjoy a spectacular Golf Tournament benefiting the soldiers of the IDF - August 08, 2013 - Golish Financial Group
Jennifer Eilers, account executive at Intercare Insurance Solutions, a Hub International Company, has been named the 2013 Employee Benefit Adviser of the Year by Employee Benefit Adviser magazine. - August 07, 2013 - HUB International - West Region
Richmond Brothers hosting first ever golf scramble at Arbor Hills Golf Club on Friday, August 16. - August 04, 2013 - Richmond Brothers, Inc.
Income planning expert Dan White will host event that provides tips for seniors. - August 03, 2013 - Daniel A. White and Associates
J.P. Turner employees raised enough money to donate book bags and school supplies to nearly half of the children served by HOPE Atlanta. - July 31, 2013 - J.P. Turner & Company, LLC
The management team and employees at J.P. Turner believe in giving back to the community. Spearheaded by Herman Mannings III, a 10 year J.P. Turner employee, J.P. Turner Connects is a formal firm initiative launched in June that puts their employees into action in the Atlanta community. - July 28, 2013 - J.P. Turner & Company, LLC
TriVest Folio has launched a free Do-It-Yourself (DIY) personal investment tool to build a diversified portfolio of Indian Mutual Funds and ETFs. The goal is to empower Indians to start building an investment portfolio without having to rely on expensive portfolio managers and investment advisors.
TriVest... - July 27, 2013 - TriVest Folio
Partner, Ryan Olds, attends prestigious Lake County, OH, community Signature Program. - July 27, 2013 - Cedar Brook Financial Partners LLC
Daryl Serizawa of Irvine California has joined San Diego-based broker-dealer, Independent Financial Group (IFG). IFG supports back-of-house operations for its representatives; enabling their financial advisors to provide advice to their clients and help meet their goals of securing retirement and overall... - July 20, 2013 - DTS Financial Group
Capital Services data analysis expertise to help financial institutions maximize credit card returns. - July 15, 2013 - Capital Services
SJS Group extends its reach in global markets by opening its headquarters for European operation in Amsterdam. - July 14, 2013 - sjs group
Four publicly traded Swedish companies have been included in the Osmosis Resource Efficiency Index (ticker MOREWOUT), an index that tracks the relative resource efficiency of the world largest companies in the developed markets. - July 12, 2013 - Osmosis Investment Management
J.P. Turner & Company, LLC announced the release of their mobile websites and web apps for www.jpturner.com, www.joinjpturner.com and www.jpturnercm.com at the beginning of July. - July 11, 2013 - J.P. Turner & Company, LLC
Hub International Limited (Hub), a leading insurance brokerage firm, announced today that Linda Keller has been named Employee Benefits Practice Leader of California operations (Hub California). As Practice Leader, Keller will focus on providing leadership and implementing employee benefit strategic... - July 11, 2013 - HUB International - West Region
Jenny Butt of ARGI Financial Group is the first the earn the certification in Kentucky, which allows her to counsel clients on the potential ways to claim Social Security benefits. - July 04, 2013 - ARGI
Michael A. Conticelli, CFS, CDFA today announced a new business relationship with Royal Fund Management; a Florida based SEC Registered Investment Advisor. As an Investment Advisor Representative of Royal Fund Management, Michael will now operate as a fiduciary.
As a fee only investment advisory firm,... - June 27, 2013 - Solutions Money Management
Private equity fund invests in commercial property in the San Diego area. - June 25, 2013 - Christopher Weil & Company
Financial planning firm Daniel A. White & Associates to discuss key benefits issues. - June 19, 2013 - Daniel A. White and Associates
Absolute FC, Inc. (AFC), while continuing to help small businesses secure critical funding needed to expand and grow, announce plans to expand to New York. Headquartered in California, New York is a logical choice since they service clients from coast to coast.
With a multitude of funding options, Absolute... - June 19, 2013 - Absolute FC, Inc.
Cleveland-based Cedar Brook Financial Partners is selected as a “best place to work.” - June 19, 2013 - Cedar Brook Financial Partners LLC
Experienced financial services professional, David Atwell, joins Cleveland financial services firm as a Client Manager. - June 19, 2013 - Creekside Financial Advisors, LLC
Today, Williams Asset Management announced that John A Molster, CFP® has been named Wealth Manager. Mr. Molster brings over 25 years of industry experience to Williams Asset Management.
In this new role, Mr. Molster will bring additional expertise and experience as Williams Asset Management continues... - June 16, 2013 - Williams Asset Management
Dan White, president and founder of financial planning firm Daniel A. White & Associates, will host a free seminar for seniors discussing how to maximize Social Security benefits. - June 15, 2013 - Daniel A. White and Associates
The Transformer Protector had 4 Successful Activations recently and prevented all transformers from explosion and fire. - June 15, 2013 - Transformer Protector Corp
Dan White, President and founder of financial planning firm Daniel A. White & Associates, will host a free seminar for retirees and those nearing retirement, titled, "Will I Outlive My Money?" - June 12, 2013 - Daniel A. White and Associates
Financial Services conglomerate, Vanderbilt Financial Group, embarks on a re-brand and the green renovation of its newly purchased Woodbury, Long Island commercial property. - June 10, 2013 - Vanderbilt Financial Group
Dan White, President and founder of financial planning firm Daniel A. White & Associates, was named a member of the Gold Eagle Program by American Equity. - June 08, 2013 - Daniel A. White and Associates
Capricorn Strategies is awarded its 4th industry award this year, raising eyebrows from industry peers. - June 05, 2013 - Capricorn Strategies
Health care reform legislation’s sweeping changes has Intercare Insurance Solutions, a Hub International Company, advising clients that their employee benefit costs could rise significantly unless they employ several strategies quickly. Intercare, a commercial benefits brokerage, suggests strategies that include developing a long-term strategic plan; educating and engaging employees to make better lifestyle choices and healthcare decisions; and improving overall employee health. - May 31, 2013 - HUB International - West Region
Intercare Insurance Solutions, a Hub International Company (Intercare) and San Diego’s leading corporate insurance brokerage specializing in employee benefits, invites San Diego business leaders to attend its 2013 Corporate Wellness Symposium. The full-day event, which educates human resources... - May 31, 2013 - HUB International - West Region
Consumer Center for Resources will be hosting an event to inform consumers of their legal rights and their options when struggling with foreclosure and financial hardship. The seminar will be held on Saturday, June 15th 2013 at the Glendale Public Library Auditorium on 222 E. Harvard St. in Glendale,... - May 30, 2013 - Consumer Center for Resources
Capricorn wins Award for Best Danish CTA of the Year after a year of adverse trading condition which seen investors within Capricorns funds coming out on top. - May 29, 2013 - Capricorn Strategies