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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
Intercare Insurance Solutions’ Sarice Jaehn Wins Prestigious Industry Award
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... - March 09, 2013 - HUB International - West Region
Riverview Financial Corporation and Union Bancorp, Inc. Announce Definitive Agreement and Plan of Consolidation
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... - March 08, 2013 - Riverview Financial Corporation
The NFEC Teams Up with Generational Wealth Zone to Bring the Financial EduNation Campaign to New York City
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
MKA Capital Group Announces Cathedral City California Tesoro Project to Break Ground in Spring 2013
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
Cedar Brook Financial Partners’ David Robertson, CFP®, JD Celebrates 20th Anniversary
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 Announce New COO
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. Expands Vendor Sponsorship Program
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... - February 27, 2013 - Absolute FC, Inc.
Michael Schweitzer Receives 2013 Five Star Wealth Manager Award
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... - February 24, 2013 - Foster Klima & Company, LLC
Shawn Lemp Receives Five Star Wealth Manager Award for the 3rd Consecutive Year
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... - February 24, 2013 - Foster Klima & Company, LLC
5th Annual Girls Going Places® Entrepreneurship Conference: Minneapolis Women Business Leaders to Mentor Local Girls in Business and Finance at University of St. Thomas
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. - February 24, 2013 - Foster Klima & Company, LLC
Pathstone Family Office Receives 2013 PAM Award for Best Multi-Family Office
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... - February 23, 2013 - Legacy Family Office
Donald Beattie of Foster Klima & Company, LLC Earns CFP® Designation
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... - February 23, 2013 - Foster Klima & Company, LLC
CPI Governance Opens CPI Asia
Leading Dutch risk management, finance and governance consulting firm follows global clients to Asia - February 20, 2013 - Asia-Pacific Connections for CPI Asia
Cropland Values Continue to Inflate Across Mid-South and Southeast; Trend Expected to Extend in 2013
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
Bonita Springs-Naples Financial Planners, Pelican Wealth Advisors, Host Estate Planning Workshop
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
Absolute FC, Inc. Announces New Division
Absolute FC, Inc. a leader in small business funding - February 13, 2013 - Absolute FC, Inc.
Roxem Assets Increases German Real Estate Rental Performance in 2012
Roxem Assets GmbH, the Berlin-based real estate asset manager, significantly improved its leasing performance in 2012, letting 118,000 sq m (1,270,183 sq ft) - a 45% increase from 2011. Overall Roxem Assets generated total annual rents of some €1.7 million from new leases in 2012. In addition... - February 08, 2013 - Roxem Assets Gmbh
MKA Capital Group is Hole in One for Elkhorn Golf Course
MKA Capital and DEVCO Builders see Profit in Golf Course Project since 2009. - February 02, 2013 - MKA Capital Group Advisors
ARGI Financial Partners with Family Scholar House as Largest Annual Fund Corporate Sponsor
ARGI Financial Group, a Louisville, Kentucky-based financial planning firm, has chosen the Louisville-based charity, Family Scholar House, to partner with starting in 2013. The partnership will include both a monetary commitment, making ARGI their largest annual fund corporate sponsor, and a time... - February 02, 2013 - ARGI Financial Group
Can the Super Bowl Indicator Help Predict the Stock Market in 2013?
Many invesotors look for an "edge" on Wall Street. Mark Geraci Jr. explores the Super Bowl indicator and its forecasting ability for stocks in 2013. - January 30, 2013 - Sound Strategy Estate & Retirement Specialists
John G. Gaffney Earns Associate in Risk Management (ARM) Designation
John G. Gaffney earns designation as a Associate in Risk Management (ARM), a highly respected credential of the risk management and property-casualty insurance industry. - January 27, 2013 - Coverage Solutions Inc
MultiWealth - New Generation's Investment Platform
MultiWealth – Online Investment Adviser provides money management services which are based on the modern portfolio theory, also taking into account the individual risk tolerance. In addition, the company offers analytical content. The cornerstone of MultiWealth Investment Adviser is the... - January 25, 2013 - MultiWealth
Legacy Family Office Joins Top-Ranked Pathstone to Expand Client Services
Legacy Family Office, a privately owned registered investment advisory firm, has joined Pathstone Family Office. Legacy Family Office was founded in 2006 by Tammy Surratt and serves families in the Naples area. Surratt founded Legacy Family Office to provide ultra-high net worth families with more... - January 18, 2013 - Legacy Family Office
Use MLK Jr.'s Advice and You Might Get a Raise
“Whatever your life's work is, do it well. A man should do his job so well that the living, the dead, and the unborn could do it no better.” – MLK Jr. - January 18, 2013 - Sound Strategy Estate & Retirement Specialists
Jason Sugarman and Sugarman Family Trust Raise $2 Million for Fullerton Technology Foundation
The wine auction fundraising event will be held at the Fullerton Arboretum on June 1st, 2013. - January 17, 2013 - MKA Capital Group Advisors
Christopher Weil & Company Launches IMA Partner Professionals to Expand Expertise and Offerings
Commercial real estate veteran Bill Whittaker signs on as IMA Partner bringing 30 years of experience to deepen the CWC bench. - January 15, 2013 - Christopher Weil & Company
Professional Business Solutions (UK) Ltd. Offering New Auto Enrolment IT Platform for Implementing Pensions Reform
Professional Business Solutions (UK) Ltd, one of the UK’s foremost specialists for business automation solutions has announced that the company will now be offering a new auto enrolment IT platform to help businesses complete the complex task of managing compliant reports and regulatory... - January 13, 2013 - Auto Enrolment 4 Pensions
Professional Business Solutions (UK) Ltd. Introduces New Website to Provide Information on New Auto Enrolment Legislation
Industry leaders for auto enrolment IT solutions, Professional Business Solutions (UK) Ltd have just announced the unveiling of its new website to introduce employers across the UK to the new auto enrolment legislation. The new legislation enacted by the Pension Act 2008 became effective on 1st... - January 13, 2013 - Auto Enrolment 4 Pensions
HUB International Acquires Intercare Insurance Solutions
Hub International Limited (Hub) announced today that it has acquired Intercare Insurance Solutions, Inc. (Intercare), a San Diego, California-based insurance brokerage firm. Terms of the acquisition were not disclosed. Intercare will become part of the California operations of Hub International Insurance Services (Hub California). - January 12, 2013 - HUB International - West Region
Why Few People Have the Right Savings Plan - And How to Tell if You're One of Them
A growing trend has developed that suggests many people have the wrong savings plan for their needs. - January 10, 2013 - Sound Strategy Estate & Retirement Specialists
Money for Business Loans Availability Predicted
A financier of 20 years’ experience delivering capital to medium size businesses, and smaller entrepreneur operations has predicted 2013 will open up in the third quarter for operations those sizes for loans up to a million dollars. “However, banks will continue to be very careful and... - January 09, 2013 - Grace Financial Capital Group, LLC
Roxem Assets Lets 35,200 M2 to Volkswagen AG
Roxem Assets gmbh has extended the letting of 34,550 m2 of warehouse and 650 m2 of office space in the Braunschweig commercial park at Steinriedendamm, Germany to Volkswagen AG. - January 09, 2013 - Roxem Assets Gmbh
Goldman Sachs and Greystar to Acquire $1.5 Billion of Assets from Equity Residential
Greystar Real Estate Partners today announced that a joint venture between the company and the Real Estate Principal Investment Area of Goldman, Sachs & Co. has entered into an agreement to purchase a $1.5 billion portfolio of multifamily assets from Equity Residential (NYSE: EQR). The... - January 08, 2013 - Greystar
Cedar Brook Financial Partners’ Ben Katz Celebrates 20th Anniversary and Launch of findmybenefits.com
Cleveland-based wealth management firm’s Director of Employee Benefits offers clients another value-add, a web portal for employees. - January 02, 2013 - Cedar Brook Financial Partners LLC
Creekside Financial Advisors Expands: Experienced Client Service Manager Joins Firm
Financial services professional, Jeanne Cowart, joins Cleveland financial management firm as a client manager. - December 23, 2012 - Creekside Financial Advisors, LLC
Stock-Signal.com Introduces New Monthly Subscription Option
Stock-Signal.com introduces a new tiered pricing schedule for subscribers. Same low price investment site, multiple payment options. - December 19, 2012 - InTrust Advisors
RITE and Retail Automation Merge to Deliver New Retail Technology and Expand Nationwide
The merger of Retail Information Technology Enterprises (RITE) and Retail Automation Systems (RAS) on January 2nd, 2013, unites two long-established and highly awarded Microsoft Dynamics Retail Partners to provide end-to-end retail software, hardware and IT services to every U.S. and international... - December 17, 2012 - Retail Automation
Financial Adviser Rick Helbing Featured in the Sarasota Herald-Tribune
Rick Helbing of Suncoast Advisory Group Advises Readers to do Their Due Diligence Before Investing in Real Estate - December 14, 2012 - Suncoast Advisory Group
Cedar Brook Financial Partners Sponsors First in a Series of BBYO Leadership Development Programs
Over one hundred teens from Northeast OH participated in first Israel Defense Force Leadership Development Program sponsored by Cedar Brook Financial Partners and developed through BBYO, the world’s leading Jewish teen movement. - December 08, 2012 - Cedar Brook Financial Partners LLC
Richmond Brothers, Inc. Sponsors Ed Slott’s Retirement Rescue! During WKAR Fundraising Campaign
Show airs December 2 through 9 on WKAR Public Media Station - December 06, 2012 - Richmond Brothers, Inc.
Tightening U.S. Farmland Market Presents a Growing Hurdle for Farm Investment Managers
Farmland fund paying $108 million for 29,000 acres in Texas and Wisconsin as it strives to invest mounting cash backlog. - December 05, 2012 - Mercator Research LLC
Free Seminars Offered to the Public on the Fiscal Cliff
Sivia Business and Legal Services, P.C. set to offer informational seminars to locals on the Fiscal Cliff and how they can prepare. - December 05, 2012 - Sivia Business and Legal Services
Cedar Brook Financial Partners Adds High Demand Financial Planning Service for Public Employees
Veteran financial services advisor, Ted Lorenzen, ChFC® and former superintendent, Dr. Anthony Podojil, PhD specialize in particular financial issues faced by educators and other public employees. - December 05, 2012 - Cedar Brook Financial Partners LLC
Beacon Financial Advisors, LLC Celebrates 10 Years of Providing Service to Residents of the Greater Kansas City Area
Kansas City’s Fee-Only Financial Planner Marks its 10 Year Service Anniversary this Quarter. - December 04, 2012 - Beacon Financial Advisors, LLC
Rick Helbing Named Among 150 Best Financial Advisers for Doctors in the Nation
Rick Helbing of Suncoast Advisory Group in Sarasota, Florida Named Among 150 Best Financial Advisers for Doctors in the Nation by Medical Economics Magazine - November 29, 2012 - Suncoast Advisory Group
Canby Financial Advisors Names Flaherty Relationship Manager
Flaherty promoted; will provide financial planning, investment management and retirement plan services to Canby Financial clients - November 29, 2012 - Canby Financial Advisors, LLC
Platinum Benefit Planning Launches New Information Website in Response to the Cost of Medicaid Nursing Home Care Planning- Eligibility and Asset Protection
Platinum Benefit Planning launches its new informational website showing, once again, its commitment to helping families get educated and gain government and nursing home benefits. Certain types of assets are not considered when determining whether an applicant meets the asset requirements for Medicaid eligibility. - November 25, 2012 - Platinum Benefit Planning
NCA Financial Planners Named 2012 Best of Cleveland
NCA Financial Planners has been selected for the 2012 Best of Cleveland Award in the Pension & Retirement Plan Consultants category by the Cleveland Award Program. - November 25, 2012 - NCA Financial Planners
Mindful Money Magazine – Unbiased Information from Fee-Only Financial Advisors
Mindful Money Magazine is the Only Digital Magazine with Articles from Fee-Only Financial Advisors. Mindful Money Magazine is published by Fern Alix LaRocca CFP® EA, who has over 30 years experience in the Financial Services industry and the Founder of Advanced Financial Designs. - November 21, 2012 - Advanced Financial Designs