Recent Headlines
Within Asset Management
TAM Portfolios Appoints Harold Clemons as National Sales Director
TAMP announced they are expanding their TAMP management team by hiring long-time investment industry veteran, Harold Clemons, as National Sales Director. - October 16, 2013 - Tesseract Asset Management
Le Tour de Finance is Heading to Spain
Following the recent success in Italy and France, Le Tour de Finance is heading to Spain. The Spectrum IFA Group, in collaboration with Currencies Direct are proud to announce the Spanish leg of the Tour that begins on Tuesday 15th October in Barcelona before moving on to the Costa Blanca, Almeria... - October 13, 2013 - The Spectrum IFA Group
Ron Eiger of Empire Investors Group Offers Complimentary Investment Workshops
Ron Eiger offers complimentary client investor workshops that focus on ways to save for retirement. - October 12, 2013 - J.P. Turner & Company, LLC
Ron Eiger of Empire Investors Group is Up to Bat
Ron Eiger is assistant coach for his son’s little league baseball team this Fall. - October 10, 2013 - J.P. Turner & Company, LLC
Christopher Weil & Company Raises $10 Million Healthcare and Medical Device Investment Fund
Private equity fund CWC HealthTech Fund 1 LLC will invest in healthcare and medical technology, primarily in the San Diego area. - October 08, 2013 - Christopher Weil & Company
Place Trade Financial Ranked Best for Frequent Traders by Barron’s Magazine
Barron’s 2013 Best Online Brokers list recognized Place Trade as one of the best firms for frequent online traders. - October 08, 2013 - Place Trade Financial, Inc.
The Spectrum IFA Group Expands Into Northern Italy
The Spectrum IFA Group are delighted to announce that Daniel Shillito has joined the group to cover Northern Italy and will be based in Milan. - October 02, 2013 - The Spectrum IFA Group
Technology Management Solutions LLC Receives 2013 Best of Pasadena Award
For the third consecutive year, Technology Management Solutions LLC has been selected for the 2013 Best of Pasadena Award in the IT Services category by the U.S. Commerce Association (USCA). - September 27, 2013 - Technology Management Solutions, LLC
CPI Announces Appointment of the Chairman of Its Advisory Board in Asia
Simon Machell to lead Dutch risk management, finance and governance consulting firm’s initiatives in Asia. - September 26, 2013 - Asia-Pacific Connections for CPI Asia
New Weapon for eBook Authors and Publishers to Fight Digital Piracy
eBook Guard Dog specializes in removing illegal ebook content from unauthorized distribution websites including warez and torrent sites across the internet, saving ebook authors and publishers millions of dollars. - September 22, 2013 - eBook Guard Dog
Ronald Eiger of Empire Investors Group Redefines Family Time
Ronald Eiger of Empire Investors Group volunteers his time as assistant coach for his son’s soccer team. - September 21, 2013 - J.P. Turner & Company, LLC
Medi Nuclear Selects Technology Management Solutions to Provide Managed IT Support
Technology Management Solutions, a technology solutions provider specializing in Outsourced Information Technology (IT) Support services, today announced a new IT services agreement with Medi Nuclear. Under terms of the contract, Technology Management Solutions will provide Medi Nuclear with 24x7 Remote Monitoring and Help Desk, Cloud Exchange Services, local and offsite Data Backup Services with Virtualization, Onsite IT Support and Disaster Recovery Services. - September 20, 2013 - Technology Management Solutions, LLC
Caroline Liljencrantz Joins Suncoast Advisory Group
Liljencrantz Named Client Services Assistant for Sarasota, Florida, Financial Planning Firm - September 18, 2013 - Suncoast Advisory Group
Convergence Announces Launch of New Website
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
Prominent Advisor in the Retirement Plan Industry Earns the C(k)P®: Certified 401(k) Professional
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.
Iconic Funds Malta Joins Forces with Systemic Risk Management
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
Erin K. Brown Carter Attends LPL Focus13 National Conference, a Leading Financial Services Event Focused on Increasing Value to Investors
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
Farmland Price Growth Flattens Across Mid-South and Southeast in Second Quarter; Outlook is Stable
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
Health Care and Insurance Costs in San Diego Rising Faster Than National Average
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... - September 01, 2013 - HUB International - West Region
J.P. Turner Employees Volunteer in Support of Back on My Feet Atlanta
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 Hosts Financial Discussion at Quail Hollow Club
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... - August 24, 2013 - Solamere Advisors
Complimentary Seminar Arms Retirees and Pre-Retirees with Important Income Planning Information
“Will I Outlive My Money?” seminar to discuss a variety of financial issues facing seniors today. - August 23, 2013 - Daniel A. White and Associates
J.P. Turner Welcomes Three New Employees to the Firm
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
Veteran Cleveland Financial Advisor Teaches Students Fiscal Responsibility
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
Former Apple CIO Launches Los Angeles Investment Management Firm
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
WAIN Street Reports Continued Strength of Nationwide Business Credit Quality Improvements
Business Default Index Deteriorates Marginally by 0.04%; Business Default Diffusion Index Improves to 45.02. - August 20, 2013 - WAIN Street
Financial Planning Firm Daniel A. White & Associates Hosts Educational Seminar for Retirees and Pre-Retirees
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
Sloy, Dahl & Holst Client and Friend, Waldo Johnson’s 100th Birthday
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
ARGI Financial Group Acquires KD Fiduciary Asset Management
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... - August 16, 2013 - ARGI Financial Group
TriVest Folio - the New Age Analytics for Personal Investments
Simplifying the process of building a diversified portfolio of Mutual Funds and ETFs. - August 14, 2013 - TriVest Folio
Complimentary Financial Planning Seminar Provides Critical Information for Those Nearing or in Retirement
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
Golish Financial Group Charity Golf Tournament Benefits the Israel Defense Forces
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
Intercare Insurance Solutions' Jennifer Eilers Wins Prestigious National Industry Award
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, Inc. Hosts Charity Golf Scramble to Benefit The Lingap Children’s Foundation
Richmond Brothers hosting first ever golf scramble at Arbor Hills Golf Club on Friday, August 16. - August 04, 2013 - Richmond Brothers, Inc.
Free “Will I Outlive My Money?” Seminar Addresses Financial Concerns for Retirees and Those Nearing Retirement
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 Provide Backpacks and School Supplies to Atlanta Children in Need
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
Independent Investment Firm, J.P. Turner, Launches Employee Volunteer Program
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 Launches a Personal Investment Tool to Build a Diversified Portfolio of Mutual Funds and ETFs in India
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... - July 27, 2013 - TriVest Folio
Cedar Brook Financial Partners’ Ryan Olds, CFP®, Graduates from Leadership Lake County
Partner, Ryan Olds, attends prestigious Lake County, OH, community Signature Program. - July 27, 2013 - Cedar Brook Financial Partners LLC
Daryl Serizawa Local Financial Services Professional Joins Nationally Recognized Broker-Dealer
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... - July 20, 2013 - DTS Financial Group
Capital Services Bringing Payment Products Portfolio Management to Financial Institutions
Capital Services data analysis expertise to help financial institutions maximize credit card returns. - July 15, 2013 - Capital Services
SJS Markets Extends European Presence with Its Newly Licensed Operation in Amsterdam
SJS Group extends its reach in global markets by opening its headquarters for European operation in Amsterdam. - July 14, 2013 - sjs group
Four Swedish Corporates Make the Top 100 Globally for Resource Efficiency
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
Linda Keller Named Employee Benefits Practice Leader of California for Hub International Limited
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... - July 11, 2013 - HUB International - West Region
J.P. Turner Launches Mobile Websites and Web Apps
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
Jenny Butt Receives First National Social Security Advisor Certification in Kentucky
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 Financial Group
Michael A. Conticelli, CFS, CDFA Opens Solutions Advisory Services, LLC to Partner with Royal Fund Management to Offer Fee Only Investment Services
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... - June 27, 2013 - Solutions Money Management
Christopher Weil & Company Announces $3 Million Purchase of Commercial Building in Hillcrest by CWC Income Properties 1, LLC
Private equity fund invests in commercial property in the San Diego area. - June 25, 2013 - Christopher Weil & Company
Medicare Workshop Provides Seniors with Critical Insight Into Insurance Coverage Matters for Retirement
Financial planning firm Daniel A. White & Associates to discuss key benefits issues. - June 19, 2013 - Daniel A. White and Associates
Absolute FC, Inc. Growing Again, Climate Good for Business Owners
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,... - June 19, 2013 - Absolute FC, Inc.