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Within Asset Management
Ephraim Global Prolongs Record Date for Its Charitable Offerings Project
Ephraim Global, the Tokyo-based asset management company, has announced today it has prolonged the record date for its Charitable Offerings project to November 30, 2015 from September 30, 2015. - September 27, 2015 - Ephraim Global
Coquest Advisors Launched to Tap Best-in-Class Trading Managers
Coquest Advisors, a division of Dallas-based Coquest, Inc, one of the largest independent introducing brokers in the United States, has been launched under the leadership of former Altegris exec Max Eagye to use the firm's new research and due diligence arm to find the best commodity trading advisors for client portfolios. - September 25, 2015 - Coquest Inc.
Ephraim Global Study Reveals Communication Impediments Between Couples and Their Consultants
According to an Ephraim Global study, financial consultants face significant communication issues which can lead to a deterioration of business relations when a life partner dies or a marriage ends among couples they are working on behalf of. - September 25, 2015 - Ephraim Global
Rappaport Wealth Management Releases the Rappaport Retirement Index. The Latest Reading on Inflation for Seniors.
The Rappaport Retirement Index scores is lowest level of inflation for seniors year to date. - September 24, 2015 - Rappaport Wealth Management
Ephraim Global Announces Funding to Broaden Children’s Food Program
Ephraim Global, the Tokyo-based asset management company, has announced an excess of $800,000 in contributions to food banks and humanitarian organizations across south and south-east Asia. - September 23, 2015 - Ephraim Global
Kristine d’Esterhazy of PARAGON Wealth Strategies in Jacksonville, FL Earns Chartered Special Needs ConsultantTM (ChSNCTM) Designation
Kristine d’Esterhazy, CFP® and Financial Advisor with PARAGON Wealth Strategies in Jacksonville, FL, has earned the Chartered Special Needs ConsultantTM (ChSNCTM) professional designation from The American College, Bryn Mawr, PA. The demand for financial advisors who understand the... - September 21, 2015 - PARAGON Wealth Strategies, LLC
PARAGON Wealth Strategies to Participate in Walk Now for Autism Speaks Resource Fair
PARAGON Wealth Strategies to Participate in Walk Now for Autism Speaks Resource Fair; Autism Walk is Saturday September 19th, 2015 at The Landing - September 21, 2015 - PARAGON Wealth Strategies, LLC
Affluent Couples Collaborate to Make Vital Financial Decisions, Says Ephraim Global Survey
According to a recent Ephraim Global survey, financially prosperous couples tend to cooperate more in matters that relate to retirement or other monetary issues than couples or families with an average household income. - September 19, 2015 - Ephraim Global
Ephraim Global Commences IT-Basics Individual Program
Ephraim Global, the Tokyo-based asset management company, has announced today the launch of its IT-Basics Individual Program, designed to offer aspiring IT graduates the opportunity to enhance their skills and work with one of the industry’s fastest growing enterprises. - September 18, 2015 - Ephraim Global
Lake County Adopts Advanced Elections Technology for Voter Check-in
New AskED® ePollbooks to improve voter experience and support extended Grace Registration and Same Day Voter Registration for Lake County, Illinois - September 18, 2015 - Robis Elections, Inc.
ARGI Financial Group Brings on Talented CPA Group
ARGI is proud to announce Chris Green, CPA, and Mark Brown, CPA, members of Emerald Advisors Group, LLC have joined ARGI’s Business Services Division. - September 18, 2015 - ARGI Financial Group
A Critical Comparison: P/E Ratio for Stock Market Valuation is Affected by Interest Rates, Inflation and Monetary Policies
Is it time to worry about another stock market bubble? With the SPX index hovering near an all-time high, it’s controversial whether stocks are over-valued, fair market, or under-valued. The Wall Street Challenger introduces MAPE, Monetary-Adjusted Price-Earnings ratio, built off of Shiller's widely accepted CAPE algorithm and improves traditional P/E ratio accuracy in signaling market tops or bottoms as a result of expected monetary policy effects. - September 17, 2015 - The Wall Street Challenger
Ephraim Global Research Reveals That Most Corporate Health Programs Are Inefficient
According to a recent Ephraim Global study, the relation between health and employee productivity is more apparent than ever though only a minute percentage of business leaders successfully implement effective health programs. - September 16, 2015 - Ephraim Global
Ephraim Global Appoints Blake Cartwright as Principal Strategist of International Marketing Services
Ephraim Global has announced today the appointment of Blake Cartwright as the principal strategist of international marketing services. - September 11, 2015 - Ephraim Global
Meridian Capital Management Finds Opportunity in Declining Energy Prices
Falling oil prices might have caused a general upheaval in the global economy but this could actually mean better opportunities for income smart investors. - August 23, 2015 - Meridian Capital Management
Meridian Capital Management Suggests Key Investment Strategies for Better Earnings
With receding global risks, the need for strategic investment to maximise profits, is on the rise. Meridian Capital Management, a Hong Kong based wealth management firm, has recently introduced an Investor’s Guide to help financial advisors, market analysts and clients focus on returning back... - August 23, 2015 - Meridian Capital Management
Meridian Capital Management Recommends Volatility Funds to Protect Portfolios
Long-term and efficient exposure to volatility can help investors make the best of varying market cycles explains the Hong Kong based advisory firm. - August 23, 2015 - Meridian Capital Management
CTA Challenge Participants in Final Stretch of 2015 Competition
The CTA Challenge is a year-long real time trading contest that tests the grit of commodity trading advisors against their peers. This year's CTA Challenge, hosted by Coquest Inc., is in its final stretch but is too close to call with a strong competitive slate of traders taking part. - August 22, 2015 - Coquest Inc.
Southbridge Wealth Management to Attend the Annual Global Finance Conference
Southbridge Wealth Management announces its participation in the upcoming Annual Global Commodities Finance Conference, to be held in Chicago, Illinois in September 2015. - August 21, 2015 - SouthBridge Wealth Management
Meridian Capital Management’s Steven Haines to be the Key Speaker at Hong Kong’s Small Business Forum
Meridian Capital Management’s Steven Haines announces he will be the key speaker at Hong Kong’s 2016 Small Business Leadership Forum. - August 21, 2015 - Meridian Capital Management
Team of Experienced Market Analysts to Join Meridian Capital Management
Meridian Capital Management the Hong Kong based investment advisory firm is breaking new grounds by expanding their risk management profile to revolutionize their market presence. - August 21, 2015 - Meridian Capital Management
Meridian Capital Management Celebrates Anniversary with Introduction of Global Macro Hedge Fund
Meridian Capital Management announces introduction of Global Macro Hedge Fund for this era’s risk averse global investors, as a part of anniversary celebrations. - August 21, 2015 - Meridian Capital Management
Howard Gottlieb Listed in Top 10 of Long Term Care Specialists in Nation
Every year the American Association for Long-Term Care Insurance lists the nation's top specialists in LTC Planning. Howard Gottlieb, a 15 year veteran with LTC Insurance Consultants was listed among the nation’s top 10. - August 20, 2015 - LTC Insurance Consultants
Meridian Capital Management to Take Part in Emerging Markets Forum 2015
Meridian Capital Management announces the participation of their team in the anticipated "Emerging Markets Forum 2015" to be held in Hong Kong late 2015. - August 19, 2015 - Meridian Capital Management
RPA Partners with BUILD Chicago for Summer Internship Program
Six Week Program Helps Youth Gain Professional Work Experience - August 19, 2015 - Retirement Plan Advisors
World Long-Drive Champion Tim Burke Joins VisionQuest Wealth Management
VisionQuest Wealth Management announced today that Tim Burke has joined the firm as Managing Director of service activities in Orlando, Florida. - August 18, 2015 - VisionQuest Wealth Management
New Survey Shows Expected Growth in the Financial Markets
A recently conducted survey by Meridian Capital Management displays a confident outlook for market growth. - August 15, 2015 - Meridian Capital Management
Meridian Capital Management Announce the Hiring of More Than 20 FSA’s
Meridian Capital Management the Hong Kong based investment brokerage is making headway with the firm's efforts to expand its personal solutions advisory service. - August 15, 2015 - Meridian Capital Management
Meridian Capital Management Introduces Two New Algorithm’s for Its Futures Trading Arm
Meridian Capital Management, the Hong Kong based investment firm, is pleased to introduce two new execution algorithms to meet the growing demand for its Futures trading arm. The latest update to their trading software release includes new algorithms, which can now be used to achieve a broader set... - August 15, 2015 - Meridian Capital Management
Meridian Capital Management Names Timothy Bass Chief Data Officer
Timothy Bass joins the Hong Kong based investment brokerage as chief data officer. - August 15, 2015 - Meridian Capital Management
Van Ecker/Couder & Associates Announce New Appointments of TEG
The Board of Van Ecker/Couder & Associates (VECA) is pleased to announce the appointment of three new members to the VECA Technical Expert Group (TEG). - August 14, 2015 - Van Ecker Couder Associates
13,000 TiE Global Entrepreneurs to be Linked Through a Mobile Solution by TrueFinancial™
TrueFinancial™ Technologies, Inc. has been contracted by TiE Global to build a complete mobile solution using their TrueNative™ Platform. TiE Global is the world’s largest entrepreneurial network with 13,000 members across 60 chapters in 18 countries. TrueFinancial™ Technologies specializes in building native mobile apps for investor relations and business communications covering Apple, Android and Windows. - August 13, 2015 - TrueFinancial Technologies
St. Louis Financial Company Changes Name
New name launches firm into the next generation. - August 06, 2015 - Detalus
COL E Dryden Pence III Executes Change of Command
On Saturday July 11th, 2015, Founder and Principal of Pence Wealth Management, COL E Dryden Pence III, executed a Change of Command of the US AFRICA COMMAND ARE with his successor. COL Pence was the initial Commander of one of the nation's newest Brigade Level Commands. The unit now carries out... - July 25, 2015 - Pence Wealth Management
Van Ecker Couder Associates Announce Expansion Program
Brussels-based investment firm, Van Ecker Couder announce their plans for future expansion. - July 24, 2015 - Van Ecker Couder Associates
Ryan Hart Joins Coquest Inc. as Director of Research, Portfolio Manager
Ryan Hart, CFA, CAIA, joined Coquest Inc. as Director of Research and portfolio manager. Formerly with Altegris Advisors, Mr. Hart will find and perform due diligence on new managers to add to Coquest client portfolios. - July 23, 2015 - Coquest Inc.
Robert Gaan of Christopher Weil & Company Honored for Philanthropic Contributions to the San Diego Youth Symphony and Conservatory
Financial advisor nominated by the SDYS for the Invest in Others Community Leadership Awards - July 14, 2015 - Christopher Weil & Company
Brand New Safe Deposit Centre in Manchester City Centre
The Safe Deposit Centre is Manchester’s newest Safety deposit centre and has just opened its doors to the public. The Safe Deposit Centre are offering their customers the cheapest, best value and most secure safe deposit boxes in the North West. The owners of The Safe Deposit Centre have a... - July 13, 2015 - The Safe Deposit Centre Manchester
Mercurio Wealth Advisors Selected for "Who to Know in Wealth Management"
Alan Mercurio selected for “20 People to know in Wealth Management.” - July 11, 2015 - Mercurio Wealth Advisors
Infinata Announces Latest Release of Retirement PlanVision with Integrated Morningstar Data
Robust Solution Leverages Audit Reports in Addition to Form 5500 - July 11, 2015 - Infinata
Marlton Financial Adviser Named as Tops in the Country by the Financial Times
Meyer Capital Group, a fee-only independent Registered Investment Adviser(RIA), is pleased to announce that it has been named to the Financial Times Top 300 Registered Investment Advisers list for 2015. The list recognizes top independent RIA firms from across the U.S. This is the second annual FT... - July 10, 2015 - Meyer Capital Group
ARGI Moves to New Location to Advance Services and Amenities for Clients and Community
ARGI Financial Group’s new location at 2110 High Wickham Place is only one mile from its previous location on Stanley Gault Pkwy, but is miles ahead in its ability to service clients’ needs. A growing demand for services by existing clients and the community has guided ARGI’s... - July 09, 2015 - ARGI Financial Group
Long Island Investment Advisor Howard Ginsberg, CPA Honored at Cetera Financial Specialists
Howard L. Ginsberg, CPA of Ginsberg Wealth Management LLC located in Roslyn, Long Island NY was recently honored as one of Cetera Financial Specialists’ top advisors at the firm’s annual Connect conference. Ginsberg was one of only two individuals in New York State to ever receive this... - July 04, 2015 - Ginsberg Wealth Management
Coral Gables Asset Management Appoints Ms. Elizabeth Fugler as Director of Business Development and Client Service
Coral Gables Asset Management has hired Ms. Elizabeth Fugler as CGAM’s Director of Business Development and Client Service. In her new role, Elizabeth has senior responsibility for the firm’s business development and client service group. She brings over 15 years of experience in... - July 02, 2015 - Coral Gables Asset Management
Alex Stewart to Return to Clearwater Options in 2016
Clearwater Options have confirmed that Alex Stewart will be returning to the firm to run the company’s corporate trading division in 2016. - June 27, 2015 - Clearwater Options
Christian Hinz to Head Clearwater Options Currency Trading Department
Clearwater Options announce that Christian Hinz will be joining the London based commodity trading advisory firm in September 2015. - June 27, 2015 - Clearwater Options
Clearwater Options to Open Hong Kong Trading Office
Clearwater Options have announced that as part of the company’s expansion strategy the firm will be opening its first Asian trading office by early 2016. - June 27, 2015 - Clearwater Options
Albuquerque Company Becomes Oakmont Advisory Group
After many successful years, the Hicks Advisory Group proudly announces their official company name change to Oakmont Advisory Group. - June 26, 2015 - Oakmont Advisory Group, LLC
MENAGERIÉ Announced Investment by Secore Finanz
MENAGERIÉ announced today that Secore Finanz has acquired a meaningful 12 month equity position in MENAGERIÉ. Roman Sipe, Owner & Head Of Design commented, "We are very happy to welcome Secore Finanz as a partner in the development of our current project. Secore Finanz's... - June 16, 2015 - Secore Finanz
Sky Fund Launches Investable Index of Alternative UCITS Funds
Asset management firm Sky Fund has entered into an advisory agreement with a European bank for a new, actively-managed index of liquid alternative UCITS funds called SkyRank Navigator. Sky Fund and the issuing bank have launched a 10-year note that is linked to the performance of the SkyRank... - June 11, 2015 - Sky Fund LLC