Recent Headlines
Within Asset Management
Belvoir Cambridge Embrace Brand Refresh
Belvoir Cambridge welcomes franchise rebrand which will help promote buy-to-let services and forthcoming sales department. - October 03, 2014 - Belvoir Cambridge
Gary Williams Signs at Greetings & Readings
Gary Williams President of Williams Asset Management in Columbia, MD, will be signing his retirement planning book at Greetings & Readings on October 18, 2014 between 3:30-5:00 pm. - September 29, 2014 - Williams Asset Management
"Women Taking Control" Seminar Series Presents "Savvy Social Security Planning"
Wealth Advisor Sandy Keir of Suncoast Advisory Group in Sarasota, Florida, Offers Financial Seminars for Women Professionals and Entrepreneurs - September 28, 2014 - Suncoast Advisory Group
Asset Connectors Benefits the Economy - Companies Using Asset Connectors Provides Assistance in Benefiting the Economy from All Walks of Life
Asset Connectors Receive Praise for Stimulating the Economy. - September 26, 2014 - Asset Connectors
J.P. Turner Financial Advisor, Clint Gharib, Receives 2014 Five Star Wealth Manager Award
Clint Gharib, Founder of The Gharib Group, receives Five Star Wealth Manager award for excelling in customer satisfaction. J.P. Turner & Company, LLC is pleased to announce that Clint Gharib, J.P. Turner advisor and Founder of The Gharib Group, will be featured in the October issue of Atlanta Magazine as a 2014 Five Star Professional for excelling in customer satisfaction. - September 24, 2014 - J.P. Turner & Company, LLC
Gary S. Williams, CFP®, CRPC®, AIF® Donates More Copies of The Art of Retirement to Soldiers Stationed Abroad
Gary Williams, an independent financial advisor and Founder and President of Williams Asset Management in Columbia, MD, has donated an additional 200 books to HeroBox. Williams’ book, The Art of Retirement will be placed in care packages and then sent to soldiers fighting across the world. - September 19, 2014 - Williams Asset Management
New Jersey’s Ventura Wealth Management Sponsors Point Pleasant Education Foundation at the Manasquan River Golf Club
In 1992, the Point Pleasant Beach Public Education Foundation was formed in order to provide grants to students for learning opportunities that would otherwise not be budgetarily possible. - September 18, 2014 - Ventura Wealth Management
Launch of NextGen Financial Planning Firm
NextGen Wealth is taking financial planning to the next generation. - September 16, 2014 - NextGen Wealth
Public Sector Baby Boomers Risk Having Their 457 Plans Drained by Out-of-Control Long-Term Care Costs
The #1 threat to 457 plans is high long-term care expenses - and only a handful of government workers & retirees are preparing for them. - September 12, 2014 - Public Retirement Planners, LLC
CCR Wealth Management Expanding Team
CCR Wealth Management, a Westborough, MA based financial services firm recently hired Tara Rice as a Client Service Specialist. - September 12, 2014 - CCR Wealth Management
Cedar Brook’s Rebecca Bar-Shain, CFP®, MBA, is Selected by Women’s Choice Award® as One of Top Financial Advisors in the U.S.
National organization recognizes Cleveland’s Rebecca Bar-Shain as one of an elite group of financial advisors who effectively serve women clients. - September 12, 2014 - Cedar Brook Financial Partners LLC
Innovative Advisory Group’s Rajeev Kotyan on Panel Discussion at 2014 REISA Conference About Alternative Investments
Innovative Advisory Group is an independent registered investment advisory firm specializing in alternative investments in Self Directed IRAs. - September 11, 2014 - Innovative Advisory Group
NPR Interviews Owner of Public Retirement Planners About Philip Seymour Hoffman and Trust Fund Kids
The celebrated late actor didn’t want his children considered "trust fund kids" - but they just may be after all. - September 04, 2014 - Public Retirement Planners, LLC
Le Tour de Finance Returns in October 2014
The Spectrum IFA Group together with Le Tour de Finance are returning for a series of events this October in France. - September 04, 2014 - The Spectrum IFA Group
Firm Offers Tools to Help Financial Planners Engage Millennials
As more and more Millennials eschew traditional financial planners to go it alone or use computer-based algorthims, Kevin Newton of Newton Impact Group LLC offers a way for financial planners to make real inroads with this demographic. - August 27, 2014 - Newton Impact Group
J.P. Turner Employees Provide School Supplies to Atlanta Teenagers in Need
J.P. Turner employees raised enough money to donate school supplies to all of the teenagers served by HOPE Atlanta. - August 24, 2014 - J.P. Turner & Company, LLC
Cloud Income Properties Announces Joint Venture with Tale Chaser Publishing Inc. and The Abundance Group LLC
Headquartered out of Phoenix, AZ, Cloud Income Properties Inc. is excited to announce the signing of a Joint Venture Partnership Agreement with Tale Chaser Publishing Inc., and The Abundance Group LLC. - August 23, 2014 - Cloud Income Properties Inc
DigitalTangible Changes Online Gold Investing with New Distributed Custodian Network
DigitalTangible has partnered with leading gold dealers and precious metals depositories to launch the world’s first provably-linked physical gold coins attached to the Bitcoin Blockchain, creating both a new and growing global market for gold bullion accessible via Bitcoin or cash and a new... - August 15, 2014 - DigitalTangible
2014 Global Custodian Hedge Fund Administration Survey Scores Increased Rankings for Conifer
Bucking the Trend of Declining Industry Scores for Single Strategy Managers is stalwart Conifer Financial Services. - August 14, 2014 - Conifer Financial Services
Albuquerque-Based Firm, Hicks Advisory Group, Declares August as "Social Security Awareness" Month
This August marks the 79th anniversary of the signing and passing of the Social Security Act of 1935, a monumental and historic program designed to provide steady and sustainable income for retirees. Unfortunately, far too many retirees do not understand how Social Security works, and lack of... - August 13, 2014 - Oakmont Advisory Group, LLC
Asset Allocation – Florida Retirement Advice from Ventura Wealth Management
Investing can be a risky venture for many people, which is why it is necessary to minimize risk and maximize profit by creating a personalized investment portfolio. - August 13, 2014 - Ventura Wealth Management
Williams Asset Management Broker/Dealer, Commonwealth Financial Network®, Receives Highest Ranking in J.D. Power Study
For the fourth time running, J.D. Power ranks Commonwealth Financial Network® “Highest in Independent Advisor Satisfaction Among Financial Investment Firms.” Commonwealth is the largest privately held independent broker/dealer–RIA in the United States. Williams Asset... - August 11, 2014 - Williams Asset Management
LockeBridge Advises UTEC Constructors Corp. on Sale to FR Utility
LockeBridge, a Boston based investment bank focused on mergers, acquisitions, capital raises and valuations announced today that it has acted as the exclusive advisor to UTEC Constructors Corporation on its sale to FR Utility Services. - August 10, 2014 - LockeBridge Capital Partners
Cogs4Cancer and The Spectrum IFA Group
The Spectrum IFA Group have agreed to sponsor Lee Mutch for his epic ride from Ancona in Italy to Antibes, France in October 2014. - August 08, 2014 - The Spectrum IFA Group
Grace Harrington, CLTC, Introduces Long-Term Care Benefit Plan to Help Seniors Pay for Long-Term Care
Funding option converts a life insurance policy into a monthly payment stream to cover all forms of long-term care. - August 07, 2014 - Grace Harrington
FIRMO Investment Consulting Services Announces Appointment of Vice President of Investments Carlos Lopez Jr.
Industry Veteran Tapped as Vice President of Investments for Boutique Fee Based and Performance Based Registered Investment Advisory firm. - August 06, 2014 - FIRMO Investment Consulting Services
Institute of Business & Finance Announces a New CIS™ Designee - Joyce Blonskij
Joyce Blonskij - Certified Income Specialist provides the knowledge needed to create a plan designated to provide a steady stream of income to clients on a regular basis, using conventional as well as unconventional methods. To obtain this designation the following requirements must be met: 2,000 hours or more work experience in the financial services industry or a bachelor’s degree for an accredited college or university. Candidate must complete a self-study program of six modules in 15 weeks. - August 05, 2014 - Blonskij Financial Services, Inc.
Secure Horizon Settlements Expands Into Separate Lottery and Structured Settlement Divisions
To support the unique financial demands of their client base, Secure Horizon Settlements expanded into separate divisions to assist annuitants in the funding process to obtain a payout. Secure Horizon Settlements serves annuitants who receive regular payments resulting from a lawsuit or court case, and lottery and casino jackpot winners who may want to sell out the payment stream they receive. - August 02, 2014 - Secure Horizon Settlements
Ape Press to Launch Private Label Family Resource, “Organizing Your Family Legacy: A Practical Action Plan for Those You Leave Behind”
Ape Press is launching the most comprehensive legacy planning resource to help individuals prepare for the future. The flagship product is a user-friendly program featuring a simple, step-by-step roadmap to help individuals prepare for the unexpected. This resource is ideal for professional advisors seeking to build stronger, multigenerational client relationships and educate clients on how to navigate life’s unexpected obstacles, decide their legacy, and gain peace of mind. - July 31, 2014 - Ape Press
ExitCoachRadio.com Featured Theresa Oatman as Leading Expert in Stock Option Compliance
Theresa Oatman, CEO of Stock Connections, Inc. was interviewed on the ExitCoachRadio.com show with host Bill Black. Ms. Oatman presented her expertise with tips, ideas and precautions that are important for business owners to consider as they contemplate growing and protecting the value of their... - July 23, 2014 - Stock Connections Inc.
Sandy Keir Joins Suncoast Advisory Group
Experienced Wealth Advisor in Sarasota, Florida, Specializes in Helping Women Business Owners and Professionals. - July 18, 2014 - Suncoast Advisory Group
ERISA Fiduciary Advisors, Inc. Named a Top RIA Firm by Financial Advisor Magazine (July 2014)
17th fastest growing RIA firm in the country based on an annual survey from Financial Advisor Magazine. - July 17, 2014 - ERISA Fiduciary Advisors, Inc.
Universal Value Advisors Partners with Concert Wealth Management to Offer State-of-the-Art Software, Research and Reporting to Clients
Universal Value Advisors (UVA) has partnered with Concert Wealth Management and the Concert network to offer additional research resources, enhanced reporting, and the power of state-of-the-art automated systems to its clientele. - July 17, 2014 - Universal Value Advisors
Gary Williams Signs at Bethany Beach Books
Author, Gary Williams, will be signing his retirement book at Bethany Beach Books on August 7, 2014. The first 10 copies of the book sold during this event will be a special copy - autographed by Ronnie Lott and Gary Williams. Gary Williams will sign his book, The Art of Retirement on Thursday,... - July 17, 2014 - Williams Asset Management
Williams Asset Management Celebrates Twenty Years
Williams Asset Management, one of Maryland’s premier wealth management firms for both individual investors and organizations, celebrates its 20th anniversary this year, a milestone that complements the firm’s focus on providing long-term financial wisdom to their clients for the past... - July 16, 2014 - Williams Asset Management
The Market Technicians Association (MTA) Board of Directors Transitions to Newly Elected Leadership
The MTA announces new leadership for its Board of Directors. Piper Jaffray’s Managing Director and Senior Technical Research Analyst, Craig Johnson CFA, CMT will lead the organization’s mission and continued growth. - July 16, 2014 - Market Technicians Association
Howard Slater, CLU®, ChFC®, MSFS®, MBA, is One of Three Top Advisors to Present at Securities America’s Annual Meeting
Industry expert, author and principal of Cedar Brook Financial Partners, Cleveland’s Howard Slater speaks at national industry conference. - July 16, 2014 - Cedar Brook Financial Partners LLC
Dan McElwee Makes an Appearance on MoneyLife - Ventura Wealth Management, New Jersey
Ventura Wealth Management is excited to announce that Dan McElwee, Executive Vice President and Wealth recently appeared on ‘Money Life’, a self-proclaimed, “online resource for news and opinions on personal finance…” - July 13, 2014 - Ventura Wealth Management
Foundation for Financial Planning Announces Support for Pro Bono Financial Planning
The Foundation for Financial Planning announces its support of pro bono financial planning with an opportunity for financial planning organizations to apply for grants totaling $118,750. - July 10, 2014 - Foundation for Financial Planning
Nolan Financial Grows While Remaining True to Founding Principles
Nolan Financial has expanded its team with a series of new hires that will help drive its growth while servicing its growing client base. - July 09, 2014 - Nolan Financial
Northeast Professional Planning Group Acquires Creative Pension Administrators, Inc.
Leading regional employee benefits and retirement planning firm continues growth through strategic acquisition. - July 05, 2014 - NPPG, Inc.
Northeast Professional Planning Group, Inc. Announces the Appointment of Wayne Finley
Leading regional employee benefits and retirement planning firm announces the appointment of Wayne Finley to Relationship Manager - July 04, 2014 - NPPG, Inc.
ARGI Financial Group Expands to Grand Rapids, MI
ARGI Financial Group expands to Grand Rapids, MI. ARGI is a fast-growth Louisville, KY based wealth management firm. - July 03, 2014 - ARGI Financial Group
A Merger of Equals: Conifer Group and Vastardis Capital Services Holdings Join to Form Conifer Financial Services, LLC
A Merger of Equals. The Conifer Group and Vastardis Capital Services Holdings join to form Conifer Financial Services, LLC, a powerful new asset services company with over $100B of Assets Under Administration. - July 02, 2014 - Conifer Financial Services
Nolan Financial Launches a New State-of-the-Art Website
Nolan Financial has launched a new responsive website that was created with functionality across all types of devices - desktops, smartphones and tablets. The new website offers informative Nonqualified Retirement Plan content with an attractive layout and easy to use navigation. - June 30, 2014 - Nolan Financial
VisionQuest Clients Love the Durham Bulls
VisionQuest Wealth Management continues with its annual Durham Bulls Outing. - June 28, 2014 - VisionQuest Wealth Management
Gary Williams Donates 200 Books to HeroBox
Gary Williams, CFP®, President of Williams Asset Management and author of The Art of Retirement, donates two hundred books to HeroBox. Once HeroBox receives the copies of "The Art of Retirement," they will place the books into care packages that will be sent to American soldiers fighting around the world. - June 26, 2014 - Williams Asset Management
Guardian Capital Advisors, LLC Expands Team with Katie Ball
Local Financial Advisory Firm Adds Client Relations Coordinator - June 25, 2014 - Guardian Capital Advisors
Texas Capital Group Adds New Cash Flow Funding Options for Small Businesses
A leading invoice factoring provider, Texas Capital Group works independently and provides cash flow funding solutions to various small and medium sized businesses. The company provides asset based funding solutions and related financial services to businesses in need of immediate cash. After the invoices submitted by a company are checked and verified, Texas Capital Group funds the business within 24 hours. - June 24, 2014 - TX Capital Group
Ventura Wealth Management Now Offers Families Wealth Management Services from Top Financial Advisors in New Jersey
Ventura Wealth Management, a Register Investment Advisor (RIA) wealth management company with top financial advisors in New Jersey, is now offering new families the chance to set up a financial plan for the purpose of bringing them out of debt. - June 18, 2014 - Ventura Wealth Management