Recent Headlines
Within Asset Management
Creekside Financial Advisors Continues to Grow
Experienced financial services professional, David Atwell, joins Cleveland financial services firm as a Client Manager. - June 19, 2013 - Creekside Financial Advisors, LLC
Northeast Ohio’s Plain Dealer Recognizes Cedar Brook Financial Partners Again as a Best Employer
Cleveland-based Cedar Brook Financial Partners is selected as a “best place to work.” - June 19, 2013 - Cedar Brook Financial Partners LLC
Williams Asset Management Names John A Molster, CFP® as Wealth Manager
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... - June 16, 2013 - Williams Asset Management
4 Successful Transformer Protector (Tp) Activations Reported
The Transformer Protector had 4 Successful Activations recently and prevented all transformers from explosion and fire. - June 15, 2013 - Transformer Protector Corp
Retirement Planning Firm Daniel A. White & Associates Helps Seniors Get the Most Out of Social Security
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
Daniel A. White & Associates Will Host Free Financial Planning Seminar for Retirees and Those Nearing Retirement
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
Vanderbilt Financial Group Goes Green, Works Towards LEED Certification for New Commercial Property
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 Named Gold Eagle Member by American Equity
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 Wins Number 1 Spot in Awards from Elevator Magazine
Capricorn Strategies is awarded its 4th industry award this year, raising eyebrows from industry peers. - June 05, 2013 - Capricorn Strategies
Intercare Insurance Solutions Hosts 2nd Annual Corporate Wellness Symposium
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... - May 31, 2013 - HUB International - West Region
Intercare Recommends Strategies to Improve Health and Lower Costs
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
Consumer Center for Resources Will be Hosting an Event to Inform Consumers of Their Legal Rights, and Their Options When Struggling with Foreclosure & Financial Hardship
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... - May 30, 2013 - Consumer Center for Resources
Capricorn Wins Intl Hedge Fund Award
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
Creekside Financial Advisors Expands: Dan Abrams Joins Firm as Chief Operating Officer and Director of Education
Cleveland-based financial services firm adds Chief Operating Officer and Director of Education, Dan Abrams, to further enhance the client experience. - May 24, 2013 - Creekside Financial Advisors, LLC
Professional Business Solutions (UK) Ltd Offer New Software for Seamless Auto Enrolment of Employees Into Company Pensions
Top software supplies company for pensions management, Professional Business Solutions (UK) Ltd have just announced the introduction of their auto enrolment software solution. This latest addition to the organisation’s software suite will enable in-house decision-makers across firms in London, Sussex, Surrey, Kent, Hampshire, Middlesex, Essex, Hertfordshire, and Berkshire. - May 23, 2013 - Auto Enrolment 4 Pensions
API Funds Engages Suasion Resources to Enhance Advisor Communications and Support Capabilities
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 Wins 2nd Place for "Best Nordic CTA" Award
Capricorn Strategies (www.capricornfx.com) 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
Leading New Jersey Employee Benefits Firm Expands Brand Into New York
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 - NPPG, Inc.
Gary Williams of Williams Asset Management Attends Exclusive Conference for Financial Advisors and Gives Back to Puerto Rico Youth
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... - May 18, 2013 - Williams Asset Management
Creekside Financial Advisors’ Randy Schneider Celebrates 20th Anniversary
Cleveland financial advisor celebrates 20 years of service. - May 18, 2013 - Creekside Financial Advisors, LLC
Capricorn Strategies Trumps Other Hedge Funds to Win Investors Choice Award "Best Emerging CTA"
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
Pace of Farmland Price Appreciation Eases Across Mid-South and Southeast; Outlook Grows Cautious
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
Online Trading Firm Place Trade Financial Named One of the Top 3 Online Brokers by Barron’s Magazine
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.
Finance Experts Are Elated as InCreditable Advisors Has Finally Rolled Out Their Much Anticipated Business Funding Suite
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
Worldwide Investor Network’s Highly-Anticipated Third "Funding the Best in Global Innovation" Mentoring and Demo Event
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 Announces Joint Initiative with The Fund Aid Foundation
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
Cedar Brook Financial Partners Welcomes Jo Ross
Client-relationship professional, Jo Ross, joins Cedar Brook Financial Partners. - May 03, 2013 - Cedar Brook Financial Partners LLC
Dan White Wins National "Top of the Table" Honor
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
Certified Divorce Financial Analyst™ Mary Ann Ferreira Begins New Service for Divorcing Couples in the Pacific Northwest
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... - April 30, 2013 - Appropriate Balance Financial Services, Inc.
Josh Mellberg of J.D. Mellberg Financial Announces Affiliation with Randy Kricke
Florida Financial Adviser Randy Kricke Specializes in Conservative Financial Strategies. - April 24, 2013 - Randolph Kricke
Cedar Brook Partners Offer Spring Cleaning Tips for an Organization’s Retirement Plan
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
Financial Planning Firm Daniel A. White & Associates Will Host Free Advice on Retirement Issues
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
Cedar Brook Financial Partners’ Ted Lorenzen, ChFC, and Anthony Podojil, PhD, Specialize in Financial Issues Facing Educators
Cleveland-based wealth management firm partners help educators understand the upcoming changes in their pension plans. - April 21, 2013 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners’ Bill Hawke Raises $20,000 for Leukemia & Lymphoma Society
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
Cedar Brook Financial Partners Welcomes Jackie Wylen
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
Free "Will I Outlive My Money?" Seminar Aims to Help Individuals Plan for Retirement
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 Associates, Inc. Marks 10 Years in Business with Personnel Changes and Major New Clients
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.
Dan White & Associates Offers Free Financial Planning Seminar
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 Launches an Innovative Breakthrough RIA Startup Strategy for Advisors Going Independent
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 MarketCounsel Summit Opens Registration, Announcing a Joint Keynote Address by Sen. Christopher Dodd and Rep. Barney Frank
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
Elios Financial Group’s Jim Elios Named 2013 Cleveland Five Star Wealth Manager
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. Gains Safeco Insurance® Appointment, Providing New Options for Port St. Lucie and Treasure Coast Customers
Coverage Solutions, Inc. receives a direct appointment with Safeco Insurance, a Liberty Mutual Company. - April 02, 2013 - Coverage Solutions Inc
Cedar Brook Financial Partners Welcomes Kelly Smith, CFP®
Kelly Smith, veteran financial services professional, joins the Cleveland-based wealth management firm. - March 31, 2013 - Cedar Brook Financial Partners LLC
RiXtrema Inc. Adds Drs. Yaacov Kopeliovich and Barry Schachter to the Research Team
RiXtrema, Inc. (www.rixtrema.com), 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... - March 26, 2013 - RiXtrema
Cedar Brook Financial Partners Welcomes Lucy Skillicorn
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
Rozman Wealth Management’s 2013 Corporate Wellness Program Kicks Off a Strong Start to a Healthy Lifestyle
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
Absolute FC, Inc (AFC) Expands Vendor Sponsorship Program
Creative Answers for Businesses in Search of Funding. - March 19, 2013 - Absolute FC, Inc.
WAIN Street Reports Decline in Nationwide Business Defaults in February
WAIN Street Business Default Index Decreases 0.2% to 4.34% in February. - March 16, 2013 - WAIN Street
Nine Lives Media Names Abacus Group to Top 50 of MSPmentor 501 Global Edition
Private cloud services provider for hedge funds ranked #38 MSP in North America. - March 15, 2013 - Abacus Group LLC
Cedar Brook Financial Partners Welcomes Wayne Salsbury
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