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API Funds today announced that it has engaged Suasion Resources, a specialized marketing consulting firm that focuses solely on the financial services industry. - May 23, 2013 - API Funds and Portfolios
Capricorn Strategies ( comes in strong again within the financial industry awards, with second place awarded as to then for best Nordic CTA. - May 21, 2013 - Capricorn Strategies
NPPG a leading regional employee benefits, retirement planning and actuarial consulting firm acquired Alan T. Nahoum, Inc., (ATN) a pension and actuarial firm in August 2011 and operated as Alan T. Nahoum & Associates, a wholly owned subsidiary of NPPG and was fully integrated into the NPPG brand effective January 1, 2013. - May 19, 2013 - Northeast Professional Planning Group
Cleveland financial advisor celebrates 20 years of service. - May 18, 2013 - Creekside Financial Advisors, LLC
Gary Williams, CFP®, CRPC®, AIF®, President of Williams Asset Management in Columbia, MD, gathered with a group of leading financial advisors invited to participate in Commonwealth Financial Network®’s Leaders Conference, April 21–26, 2013, at St. Regis Bahia Beach Resort... - May 18, 2013 - Williams Asset Management
Capricorn Strategies, winner of 10 industry awards before 2013 continues its trend by winning the Investors Choice Award for "Best Emerging CTA" but this is not the first of industry awards this year. - May 16, 2013 - Capricorn Strategies
The pace of farmland price appreciation across the Mid-South and Southeast U.S. moderated in the first quarter, according to the latest Farmland Market Survey released today by Farmland Investor Letter. - May 16, 2013 - Mercator Research LLC
Full service brokerage and deep discount online trading firm receives high honors and named to Best Online Brokers 2013. Place Trade was recognized for excelling in Online Trading Experience, Technology, Usability, Mobile, Portfolio Analysis, Featured Reports, Research Amenities, Range of Offerings, Customer Service and Education. Named for Lowest Monthly Cost and Best for Frequent Traders. - May 15, 2013 - Place Trade Financial, Inc.
InCreditable Advisors has released a first of its kind cash and credit access system which provides business owners easy access to financing options of all kinds for their businesses. The business credit and funding suite has over 400 financing sources. There is also access to over 30 different funding sources available. - May 15, 2013 - InCreditable Advisors, LLC
WIN’s conference set for May 16 in NYC, to accelerate funding for innovative global startups; Divya Narendra, co-founder and CEO of SumZero’ to lead distinguished panel of featured guest speakers. - May 13, 2013 - Worldwide Investor Network
Coral Portfolio are delighted to announce a joint initiative alongside The Fund Aid Foundation, a non-profit making charitable platform focused on raising significant donations from the Financial Services and Fund Management industries for children's charities. - May 09, 2013 - Coral Portfolio
Client-relationship professional, Jo Ross, joins Cedar Brook Financial Partners. - May 03, 2013 - Cedar Brook Financial Partners LLC
Dan White, president and founder of financial planning firm Daniel A. White & Associates, recently qualified for the Top of the Table of the Million Dollar Round Table distinction. - May 01, 2013 - Daniel A. White and Associates
The Institute for Divorce Financial Analysts™ (IDFA™) is pleased to announce that Mary Ann Ferreira of Appropriate Balance Financial Services, Inc. located in Bellevue, Washington recently completed a specialized educational program in professional divorce analysis and is now a Certified... - April 30, 2013 - Appropriate Balance Financial Services, Inc.
Cleveland-based wealth management firm partners, Craig Gabel and Christine Sivak, offer tips to “spring clean” a retirement plan. - April 24, 2013 - Cedar Brook Financial Partners LLC
Florida Financial Adviser Randy Kricke Specializes in Conservative Financial Strategies. - April 24, 2013 - Randolph Kricke
Cleveland-based wealth management firm partners help educators understand the upcoming changes in their pension plans. - April 21, 2013 - Cedar Brook Financial Partners LLC
Retirees and pre-retirees can gain valuable insight into their financial planning through this free seminar to ensure that their assets remain intact throughout their golden years. - April 21, 2013 - Daniel A. White and Associates
Cleveland-based wealth management firm partner, Bill Hawke, participates in athletic events to raise money for cancer research. - April 19, 2013 - Cedar Brook Financial Partners LLC
Client-relationship professional, Jackie Wylen, joins the Employee Benefits Division of the Cleveland-based wealth management firm. - April 14, 2013 - Cedar Brook Financial Partners LLC
Financial planning firm Daniel A. White & Associates will host a free seminar designed to engage retirees and pre-retirees and encourage them to think critically about their financial planning. - April 13, 2013 - Daniel A. White and Associates
Mercury wraps up its 10th year in business with important personnel changes and the addition of several notable new clients, both in the US and overseas. The fleet management consulting company has grown from a three person company to the largest dedicated fleet management consulting firm in North America. - April 12, 2013 - Mercury Associates, Inc.
Daniel A. White & Associates president and founder Dan White will lead a free financial planning seminar titled, “Will I Outlive My Money?” addressing pressing financial planning concerns and offering advice for those preparing for their retirement. - April 10, 2013 - Daniel A. White and Associates
MarketCounsel adds to its arsenal with its new Tactical Strategy overlay to the RIA Incubator program and provides prospective independent advisors with a speed-to-market solution. - April 09, 2013 - MarketCounsel, LLC
The architects of the historic Dodd-Frank Wall Street Reform and Consumer Protection Act will deliver a joint keynote at The MarketCounsel Summit on December 10th through 13th at the Four Seasons Hotel in Las Vegas. - April 04, 2013 - MarketCounsel, LLC
James T. Elios, MBA, CHFC©, CLU©, was named a recipient of the 2013 Cleveland Five Star Wealth Manager award. Award winners appear in a special section in the March issue of Cleveland Magazine and Inside Business. - April 04, 2013 - Elios Financial Group, Inc.
Coverage Solutions, Inc. receives a direct appointment with Safeco Insurance, a Liberty Mutual Company. - April 02, 2013 - Coverage Solutions Inc
Kelly Smith, veteran financial services professional, joins the Cleveland-based wealth management firm. - March 31, 2013 - Cedar Brook Financial Partners LLC
RiXtrema, Inc. (, a leading risk management modeling and software provider to the investment management industry, is pleased to announce today the addition of Dr. Yaacov Kopeliovich and Dr. Barry Schachter to the research team. Dr. Kopeliovich, who joins RiXtrema as a Director of Research,... - March 26, 2013 - RiXtrema
Lucy Skillicorn joins Cleveland-based wealth management firm as an Executive Assistant for Partners Ted Lorenzen, ChFC(R) and Anthony Podojil, PhD. - March 22, 2013 - Cedar Brook Financial Partners LLC
A team of 11 people lose 200 pounds since January during their most intense wellness program to date. The third annual Corporate Wellness Program is the most successful in terms of weight lost and a competitive challenge to motivate the team to remain on their healthy lifestyle plan. - March 20, 2013 - Rozman Wealth Management
Creative Answers for Businesses in Search of Funding. - March 19, 2013 - Absolute FC, Inc.
WAIN Street Business Default Index Decreases 0.2% to 4.34% in February. - March 16, 2013 - WAIN Street
Private cloud services provider for hedge funds ranked #38 MSP in North America. - March 15, 2013 - Abacus Group LLC
Wayne Salsbury joins Cleveland-based wealth management firm as an Associate to firm Partner, David Robertson, CFP®, JD. - March 13, 2013 - Cedar Brook Financial Partners LLC
Marks Seventh Win for an Intercare Exec For the seventh time, an executive at Intercare Insurance Solutions, a Hub International Company, has been named top broker by Risk & Insurance®, a leading industry trade publication. Risk & Insurance® awarded Sarice Jaehn, Certified Employee Benefits... - March 09, 2013 - HUB International - West Region
Riverview Financial Corporation (“Riverview”) (OTCQB: RIVE), the holding company for Riverview Bank, and Union Bancorp, Inc. (“Union”) (OTCQB: UBPT), the holding company for Union Bank and Trust Company, jointly announced today that they have signed a definitive agreement to consolidate... - March 08, 2013 - Riverview Financial Corporation
Citizens in communities all across the U.S. face monumental financial struggles. To combat the country’s long-term recession, the National Financial Educators Council (NFEC) teamed up with the Generational Wealth Zone (GWZ) to share financial education training through the Financial EduNation campaign. Organizations and residents of California will be one of the first communities to receive these free financial literacy resources. - March 03, 2013 - Generational Wealth Zone
The project will consist of 107 single-family detached homes in a residential area of Cathedral City, CA. - March 02, 2013 - MKA Capital Group Advisors
David Robertson, financial services advisor at one of the region’s largest independent wealth management firms, celebrates 20 years of service. - March 02, 2013 - Cedar Brook Financial Partners LLC
Cartius Finance are proud to announce their new COO Michael Cussack, who will be joining them as of March 1st 2013. - February 28, 2013 - Cartius Finance
Absolute FC, Inc (AFC) has added another accolade to its expansive and growing repertoire. For several years, Absolute FC, Inc was limited of acceptance to specific type of vendors for its sponsorship program. Due to the increase in funding and programs made available for 2013, Absolute FC, Inc is able... - February 27, 2013 - Absolute FC, Inc.
More than 130 girls from middle and high schools throughout the Minneapolis area, and over 30 prominent women in business, are expected to attend the fifth annual Girls Going Places® Entrepreneurship Conference presented locally by Foster Klima & Company, LLC and The University of St. Thomas... - February 24, 2013 - Foster Klima & Company, LLC
Shawn Lemp received the 2013 Five Star Wealth Manager Award from Five Star Professional, which will be his 3rd consecutive recognition. Service professionals are identified through a nomination, and awards are announced after all candidates have been evaluated with 10 objective criteria for providing... - February 24, 2013 - Foster Klima & Company, LLC
Michael Schweitzer received the 2013 Five Star Wealth Manager Award from Five Star Professional. The award recognizes service professionals who have been evaluated with 10 objective criteria for providing high-quality service. Five Star Professional conducts national research each year to provide consumers... - February 24, 2013 - Foster Klima & Company, LLC
Donald D. Beattie, CFP® Registered Representative and Financial Advisor of Park Avenue Securities, and Financial Representative at Foster Klima & Company, LLC in Minneapolis, MN has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL... - February 23, 2013 - Foster Klima & Company, LLC
Pathstone Family Office was named the best overall multi-family office under $2.5 billion by Private Asset Management magazine. The Fort Lee, N.J.-based firm received the 2013 PAM Award during the magazine’s annual awards gala Feb. 12 in New York City. In 2011, Pathstone was recognized as best... - February 23, 2013 - Legacy Family Office
Leading Dutch risk management, finance and governance consulting firm follows global clients to Asia - February 20, 2013 - Asia-Pacific Connections for CPI Asia
Bonita Springs-Naples financial planners, Pelican Wealth Advisors, are hosting a free educational workshop on Tuesday, Feb. 26th. “15 Mistakes Lurking in Most Trusts” will be hosted by “Dr. Frank” Ragonese and estate attorney, Neil Covert. - February 16, 2013 - Pelican Wealth
Farmland values are expected to continue rising across the Mid-South and Southeast U.S., according to the latest Farmland Market Survey released today by Farmland Investor Letter. Cash rent increases continue to lag land price inflation across the region. Respondents were most optimistic for irrigated cropland tracts, where 70% expected values to increase. A slight majority-53% of respondents-expected non-irrigated cropland values to continue to rise; 43% forecast that values would hold steady. - February 16, 2013 - Mercator Research LLC
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