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Within Asset Management
Lee Wealth Solutions Opens New Location Expanding Customer Access to Comprehensive and Objective Financial Services
At a time when saving for the future seems difficult, it still remains necessary. Lee Wealth Solutions is a boutique style financial planning firm that offers personal and confidential financial planning and investment services to people of all income levels from across the country. Lee Wealth Solutions gets to know their clients, their needs, goals and objectives before coming up with a plan for their future. The time to start planning for you and your family's future is now. - May 14, 2012 - Lee Wealth Solutions
BP Investments Launches Super Sports Pak™ and Super Sports Pak Plus™
BP Investments introduces the Super Sports Pak™ and Super Sports Pak Plus™ Energy & Weight Loss Supplements to the existing Virgin Extracts™ product line. - May 13, 2012 - BP Investments
Ernst & Young Announces Finalists for the 2012 Entrepreneur of the Year Awards in Orange County
Ernst and Young announces 15 finalists for the 2012 Entrepreneur of the Year Awards in Orange County, Calif. Award winners will be announced at a special gala on Thursday, June 7, 2012 at the St. Regis Resort in Laguna Niguel. - May 11, 2012 - Ernst & Young LLP
Cedar Brook Financial Partners Promotes Barbara Pal
Barbara Pal, a 33-year industry veteran, is recognized for her commitment to serving clients. Barbara is a Client Manager for Cleveland-based Cedar Brook Financial Partners. Cedar Brook is one of the region's largest independent wealth management firms. - May 09, 2012 - Cedar Brook Financial Partners LLC
J.P. Turner Named “2012 Top 50 Independent Broker-Dealers” by Financial Advisor Magazine
Independent brokerage and investment banking firm J.P. Turner was named one of the top 50 independent broker-dealers by Financial Advisor Magazine. - May 08, 2012 - J.P. Turner & Company, LLC
Charleston Services and DMA Form an Alliance
Charleston Services, Inc has partnered with DuCharme, McMillen & Associates, Inc (DMA) to better service property tax clients. - May 07, 2012 - Charleston Services, Inc
Cedar Brook Financial Partners’ Barbara Baxter Celebrates 20th Anniversary
Barbara Baxter, Partner of Cedar Brook Financial Partners, one of Cleveland’s largest independent wealth management firms celebrates 20 years of experience delivering comprehensive financial services to her clients. - May 05, 2012 - Cedar Brook Financial Partners LLC
Greenbird Financial Counts Research Investment Service as Addition to Its Service Offerings
Greenbird Financial, a financial and commodity Brokerage Company, recently announced the inclusion of its Research Investment Package as additional trading service to its list of offerings. - May 02, 2012 - Greenbird Financial
Financial Advisor Kira Robinson-Kates Earns Leader's Recognition
Ms. Robinson-Kates has earned the prestigious Leader's recognition for New England Financial. Based in the Baystate Financial Services headquarters, Kira has been recognized as an industry leader. - May 02, 2012 - Baystate Financial Services
J.P. Turner Promotes Daniel Forbes to Area Vice President
Daniel Forbes was recently promoted to Area Vice President for J.P. Turner and will assist in supervising J.P. Turner’s national network of independent offices. - May 02, 2012 - J.P. Turner & Company, LLC
Simmers Financial Group Welcomes Lisa Chamberlin to Its Account Executive Staff
Simmers Financial Group welcomes Lisa Chamberlin as an addition to its Account Executive staff. - April 26, 2012 - Simmers Financial Group
Master Life Invest Expands with Senior Business Leader Focusing on Key Investment Products
Master Life Invest (Tokyo), independent investment management firm based in Tokyo, announces Ms. Janine Armen as Senior Client Relations Manager and Product Director for the Alternative Investment team. - April 24, 2012 - Master Life Invest
Market Volatility Trims Healthy First Quarter Gain – Ascenta Special Situations Resource Fund
Ascenta Asset Management releases their market commentary for the Special Situations Resource Fund Factsheet of March 2012. - April 24, 2012 - Ascenta International
Financial Planning Association Elects Registered Investment Advisor Thomas W. Balcom as 2012 Chairman
1650 Wealth Management, a fee-only, Registered Investment Advisor firm with locations in Boca Raton and Miami, Florida, is pleased to announce that Founder, Thomas W. Balcom, CFP®, CAIA, MBA, has been elected as 2012 Chairman of the Financial Planning Association of Greater Fort Lauderdale. - April 23, 2012 - 1650 Wealth Management
Gary S. Williams Becomes a Member of the Financial Services Institute
FSI Advocates for Main Street Americans’ Access to Independent, Affordable Financial Advice. - April 22, 2012 - Williams Asset Management
Simmers Financial Announces a New Staff Supervisor
Simmers Financial promotes Leslie Aust to Staff Supervisor. - April 20, 2012 - Simmers Financial Group
Simmers Financial Group Welcomes a New Member
Simmers Financial welcomes Kelly Wilson to its staff. - April 19, 2012 - Simmers Financial Group
Jeremy Kees Joins Patriot Asset Advisors
Jeremy Kees, formerly of Edward Jones in Granville, Ohio, has joined the wealth management firm Patriot Asset Advisors. Kees will be working in the firm’s Easton office along with Jonathan Taylor and Allen Stocker, founder of Patriot Asset Advisors. “Jeremy has successfully built an... - April 13, 2012 - J.P. Turner & Company, LLC
Place Trade Financial Welcomes Cheng Chen
Sarah M. Place, President & CEO of Place Trade Financial, Inc., (Member FINRA, SIPC), (www.placetrade.com), a global full service financial services and online trading firm, announced that Cheng Chen has joined the firm in the North Raleigh branch office. In this position, Cheng Chen will serve... - April 10, 2012 - Place Trade Financial
Protect Your Identity with Free and Secure Document Shredding Hosted by Triumph Capital
Triumph Capital offers free and secure document disposal to the local community on Saturday, April 28. - April 07, 2012 - J.P. Turner & Company, LLC
Powered by Me Student Athletes Taught Money Managment Skills at Regional Conference
Student Athletes Taught Money Management Skills at Regional Conference - April 06, 2012 - Financial Fitness
Sage Consulting and Wealth Preservation Continues to Expand with the Addition of Joseph Romak, MS, FLMI as Director of Underwriting
Sage Consulting and Wealth Preservation, located in Saratoga Springs, N.Y., announces the addition of Joseph Romak to their team of expert advisors. Joseph adds to Sage experience gleaned from thirty years as a risk selection professional while obtaining the beneficial underwriting class for life insurance clients. - April 06, 2012 - Sage Consulting and Wealth Preservation
Sage Consulting and Wealth Preservation Shows Support for the Arts with Contribution to Papermill Theatre
Sage Consulting and Wealth Preservation, located in Saratoga Springs, N.Y., has recently donated twenty thousand dollars to the Papermill Theatre Mainstage Company and its parent organization, North Country Center for the Arts. - April 06, 2012 - Sage Consulting and Wealth Preservation
Sage Consulting and Wealth Preservation Welcomes Chicago Based Risk Manager, Aaron Brooks, MBA as Senior Risk Manager
Sage Consulting and Wealth Preservation, located in Saratoga Springs, N.Y., announces the addition of Aaron Brooks to their risk management team. Aaron joins the Sage team with expertise accumulated throughout a career consulting with corporate executives in the financial, accounting and information systems arenas. - April 06, 2012 - Sage Consulting and Wealth Preservation
Protect Your Identity with Free and Secure Document Shredding Hosted by Platinum Wealth Strategies
Platinum Wealth Strategies offers free and secure document disposal to the local community on Saturday, April 28. - April 05, 2012 - J.P. Turner & Company, LLC
FiPath Appoints Michael Turgeon Managing Director of Advisor Services
Turgeon to Help Develop Partnerships to Grow the FiPath for Advisors™ Business The appointment of Michael Turgeon as Managing Director of Advisor Services for FiPath (www.fipath.com) was announced today by Peter Velardi, CFP®, President and Chief Operating Officer. In this role, Mr. - April 04, 2012 - FiPath
Local Financial Expert Launches in Indianapolis and Gives Away "The Retirement Miracle"
Financial specialist Tim Porter is giving away “The Retirement Miracle,” recently released by best-selling author Patrick Kelly. In celebration of launching in Indianapolis and debuting www.MeridianMoney.com, Porter is offering the free, no-obligation copy of Kelly’s book to central Indiana residents. - April 02, 2012 - MeridianMoney.com
Greenbird Financial Plans to Offer Direct and Electronic Commodity Trading in Brazil and Mexico
Greenbird Financial, a globally known commodity futures and Options Company is set release its new service offering via direct and electronic commodity trading with at least four futures contracts in the markets of Brazil and Mexico. Brazil and Mexico are known for its attractive and profitable markets for Latin American investors. - March 29, 2012 - Greenbird Financial
hotelAVE Once Again Out-Performs Its Industry Peers in 2011
hotelAVE is proud to share its well-deserved success in the industry. In 2011, hotelAVE has already out-performed its industry peers in various areas and has the numbers to show for it. Already established as an industry leader, hotelAVE is proud to announce that they have again surpassed industry... - March 28, 2012 - hotelAVE
J.P. Turner Welcomes Brian Propes as Senior Vice President, Supervisory and Best Practices Officer
J.P. Turner & Company, LLC recently appointed Brian Propes to lead the Supervision Department. Brian will serve as Senior Vice President, Supervisory and Best Practices Officer. He comes to the firm with more than 25 years of experience in the financial services industry, including senior... - March 23, 2012 - J.P. Turner & Company, LLC
As U.S. Farmland Prices Hit Record Highs, Non-Farmer Investors' Influence is Likely Greater Perceived
A new analysis by Farmland Investor Letter shows that non-farmer investors are likely an increasingly dominant force in the public farmland market. - March 22, 2012 - Mercator Research LLC
Gary Williams Attends Prestigious Chairman’s Retreat
Gary Williams, President and Founder of Williams Asset Management, in Columbia, Maryland, gathered with a group of leading financial advisors invited to participate in Commonwealth Financial Network’s Chairman’s Retreat, March 11–13, 2012, in Washington, DC. Chairman’s... - March 22, 2012 - Williams Asset Management
Greenbird Financial Predicts Asia Commodity Futures to Outshine Equities in Q2
Greenbird Financial is optimistic that for the next two years, from 2012 to 2013, Asia’s commodity futures will outperform equities. - March 18, 2012 - Greenbird Financial
There Are No Circumstances Under Which a Farmer Should Sell Their Farmland
The Farmland Marketing And Management Group Says, Interest in Alternative Investments Could Make the Outright Sale of a Family Farm an Unnecessary, Costly Event - March 16, 2012 - Farmland Marketing and Management Group, Inc.
Greenbird Financial to Launch Market Text Alert Service
In line with the firm’s market information drive to help both new and experienced traders and investors get to the top of the competition in the commodity futures and brokerage industry, Greenbird Financial is set to launch a new service offering focused on information services via market text alert service. - March 16, 2012 - Greenbird Financial
Buzek Wealth Advisors Joins Cedar Brook Financial Partners
Cleveland-based Cedar Brook Financial Partner’s merger with Buzek Wealth Advisors increases its geographic footprint and capabilities. - March 15, 2012 - Cedar Brook Financial Partners LLC
Greenbird Financial Reveals Promotion from Its Rank for Australian Team
Greenbird Financial revealed today that it has recently appointed and promoted one of its Senior Trading and Sales advisors to a new managerial position. - March 15, 2012 - Greenbird Financial
Barron’s Awards 4 Stars to Raleigh’s Own Place Trade in "Best Online Brokers" Special Report
Barron’s Magazine awarded Place Trade an overall 4 Star rating and named the firm to its 2012 list of Top Online Trading Firms. Barron's 17th annual ranking of online brokers was featured in the March 12, 2012 issue in a Special Report entitled Barron’s Best Online Brokers – Cut the Cord. - March 15, 2012 - Place Trade Financial
Mazuma Capital Hires Todd Karl Jenson as General Counsel
Mazuma Capital hires Todd K. Jenson as in-house counsel - March 13, 2012 - Mazuma Capital
Cedar Brook Financial Partners Welcomes Retirement Plans Specialist Christine Sivak
Cleveland wealth management firm adds Partner Christine Sivak to further expand its retirement plan consulting capabilities. - March 11, 2012 - Cedar Brook Financial Partners LLC
Place Trade Financial Welcomes Danielle Musselwhite
In this position, Ms. Musselwhite will serve as a marketing assistant and work closely with Financial Advisors, oversee client service issues and handle special projects for senior management while participating in Place Trade’s internship program. - March 08, 2012 - Place Trade Financial
BP Investments Launches FoodSuper.com Website
BP Investments launches Virgin Extracts ™ product line on FoodsSuper.com - March 07, 2012 - BP Investments
Stock & Option Solutions Speaks on CEPI Exam Overview Webinars on Accounting
Stock & Option Solutions (SOS), a leading provider of stock plan administration, management and consulting services, today announced that Elizabeth Dodge, CEP, Vice President of Product Management at SOS, will be the speaker on the CEP Institute Exam Overview Webinars for accounting, levels 1, 2, and 3. - March 04, 2012 - Stock & Option Solutions
US Recovery Drives 10% Rise in January – Ascenta Special Situations Resource Fund
Ascenta Asset Management releases their market commentary for the Special Situations Resource Fund Factsheet of January 2012. - March 02, 2012 - Ascenta International
Six Month After the Merger: Cirillo Hooper & Company Revisits Their Strategy After Strong Growth
Cirillo Hooper & Company is an Adelaide based accounting services firm. - February 27, 2012 - Cirillo Hooper & Company
Creekside Financial Advisors' Founder & CEO, Nan Cohen, Receives 2012 YWCA Women of Achievement Award
Nan Cohen, Cleveland-based Creekside Financial Advisor’s founder and CEO, is selected as one of six recipients of leadership and community service award. - February 19, 2012 - Creekside Financial Advisors, LLC
Mazuma Capital Funds Heavy Machinery Transactions for U.S. Central Appalachian Thermal Coal Producer
Mazuma Capital, a leading national direct lender, today announced that it has funded over $12.5 million dollars for a U.S. high quality thermal coal producer. The coal producer sought several funding sources that had expertise in funding newer companies. They had many challenges present in the... - February 17, 2012 - Mazuma Capital
Hotel Asset Value Enhancement Welcomes New Executive Vice President Richard E. Musgrove
Hotel Asset Value Enhancement, Inc. (hotelAVE) is pleased to announce that Richard E. Musgrove, CHA, CPM, CCIM, RPA has joined the company as Executive Vice President. According to Michelle Russo, President of hotelAVE, “Rich Musgrove comes to the company with extensive asset management... - February 17, 2012 - hotelAVE
Integrated Financial Group Holds The Annual 2012 Consortium Retreat; LPL Financial Advisors Share Best Practices
Over 50 members of their consortium of LPL financial advisors and staff converged upon the Grand Hyatt Atlanta Hotel in Buckhead for the annual educational retreat held January 26th thru 28th. The Integrated Financial Group's 2012 Consortium Retreat is considered to be the highlight for the year among the independent advisor members. "It represents the essence of the consortium" - 'the Brain Trust' stated Don Patrick, Managing Director. - February 14, 2012 - Integrated Financial Group
Richmond Brothers, Inc. Announces Free Market Insights Webinar
60-minute webinar will enlighten investors about relevant trends to help guide them in their decision-making process. - February 12, 2012 - Richmond Brothers, Inc.