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Equity Market Rebound Triggers Cautious Optimism According to Farmers and Merchants Trust Company October Economic Commentary
Global equity benchmarks enjoyed their best October monthly return since 1982, sparks glimmer of optimism for investors despite prevailing uncertainty surrounding the health of the global economy, according to Farmers and Merchants Trust Company’s October Economic Commentary. - November 23, 2011 - Farmers and Merchants Trust Company
FiPath Launches FiPath for Advisors™, a Comprehensive, Online Marketing Solution for Financial Advisor Leads
Site matches advisors with consumers actively seeking financial guidance and provides free, educational resources for leveraging social media to enhance business opportunities - November 19, 2011 - FiPath
Mortgage Delivery Specialists (MDS) Successfully Completes SSAE 16 Audit
Mortgage Delivery Specialists LLC (MDS), the premier provider of GSE/Agency Loan Delivery Services, is pleased to announce that it has recently completed an audit of its mortgage loan analysis, servicing portfolio analysis and Agency securitization delivery services. The Type 2 audit was performed... - November 17, 2011 - Mortgage Delivery Specialists LLC
Tom Riquier, CFP®, CLU Attends the Retirement Income Symposium
Thomas T. Riquier, CFP®, CLU, President of The Retirement Financial Center in Danvers, recently attended the 4th Annual Retirement Income Symposium in Boston. This intensive 2-day conference featured discussions by leading industry experts about potential strategies to optimize retirement... - November 15, 2011 - The Retirement Financial Center
MJ Structured Settlement Annuities Retains Internet Marketing and Management Group, FL, for Branding and Campaigns
MJ Structured Settlement Annuities, a national industry leader in reassigning structured settlements, lottery winnings and annuities, has retained Coral Springs, FL, company Internet Marketing and Management Group (IMMG) for branding and launching of new marketing campaigns, and business expansion. MJ Structured Settlement Annuities plays a vital role in assisting clients with creating a financial plan for the future that offers financial security and a worry-free lifestyle. - November 12, 2011 - MJ Structured Settlement Annuities, Inc.
Cleveland Financial Advisor Howard Slater Earns Coveted Master of Science in Financial Services Degree
Cleveland financial advisor Howard Slater, founder and partner of Cedar Brook Financial Partners, adds another academic designation to his list of accomplishments. - November 11, 2011 - Cedar Brook Financial Partners LLC
J.P. Turner Named “2011 Best Places to Work in Georgia” by Georgia Trend Magazine
Independent brokerage and investment banking firm J.P. Turner was nominated by home office employees and selected by Georgia Trend Magazine as one of the best places to work in Georgia for the second year in a row. - November 11, 2011 - J.P. Turner & Company, LLC
Guardian Capital Advisors, LLC Sponsors Artspace Collectors Gala and 25th Anniversary Celebration
Sponsorship of Local Financial Advisory Firm to Benefit Artists, Educational Programming and Community Outreach - November 11, 2011 - Guardian Capital Advisors
Sawgrass Cove Apartments Under New Ownership
Sawgrass Cove Apartments, a 336-unit community located in Bradenton, Florida, was recently acquired by Atlas Real Estate Partners and Andover Real Estate Partners. The acquisition represents the first formal partnership between Atlas and Andover. The two firms will work together to grow their... - November 10, 2011 - Greystar
Enquirica Research Paper Discusses Farmland as a Portfolio Allocation
Enquirica Research is pleased to release its research on the factors driving Canadian farmland values and western Canadian prices in particular. The report also deals with the role of farmland in a diversified portfolio - volatility, cross correlations and historical return profiles. Farmland... - November 10, 2011 - Enquirica Research
MJ Structured Settlement Annuities Partners with Florida Panthers
MJ Structured Settlement Annuities, Inc. (MJSSA) is stepping up to help support local area families and sports by partnering with the NHL Florida Panthers. The partnership includes ads and in house TV spots featuring MJSSA’s industry leading state of the art guaranteed financial products. The kickoff is a banner in the Saveology Iceplex in Coral Springs, FL. MJ Structured Settlement Annuities assists clients with creating a financial plan that offers security and a worry-free lifestyle. - November 09, 2011 - MJ Structured Settlement Annuities, Inc.
Retirement Plan Educator Shannon Barry Joins Cedar Brook Financial Partners
Shannon Barry, a retirement plan educator, has joined one of Cleveland's largest independent wealth management firms, Cedar Brook Financial Partners, as a client manager. - November 06, 2011 - Cedar Brook Financial Partners LLC
E.I. Enterprises LLC: Attain Financial Freedom by Being E.I. Book Discussion and Signing at Panera Bread in Chattanooga, TN.
With the current economic issues now is the time to be E.I. Come out to see financial coach and book author Jeremy G. Preston speak at the Panera Bread about the E.I. Financial Empowerment Philosophy. - October 30, 2011 - E.I. Enterprises LLC
Truax Tax Firm Advises Americans Abroad Seeking Tax Consultation
US Tax Firm Has Years of Experience with International Tax Issues - October 27, 2011 - William D. Truax E.A, Inc. Tax Advisors
Global Uncertainty Threatens Growth Rates, Bond Market, According to Farmers and Merchants Trust Company Economic Report
Concerns surrounding the global economy are threatening international growth rates and the bond market, while investors remain focused on capital preservation, according to Farmers and Merchants Trust Company’s (FMTC) September Economic Commentary. “Prevailing fears surrounding the... - October 26, 2011 - Farmers and Merchants Trust Company
Addaptron Software Releases Integrated Stock Market Tools
To address the challenges of the modern stock market, Addaptron Software has made improvements to its line of software products. Now a few decision support computer programs have been included in a single integrated system, Stock Market Forecast Tools SMFT-1. Except older modules of technical... - October 25, 2011 - Addaptron Software
Enquirica Research is Pleased to Announce the Release of Its Third Series on the Canadian Alternative Investment Market
Enquirica Research is pleased to announce the release of its third series on the Canadian alternative investment market. Series three focuses on hard asset investing and the nexus between sovereign debt, money supply, commodities and growth in China. - October 24, 2011 - Enquirica Research
Enquirica Research is Pleased to Announce the Launch of Enquirica TV
Enquirica Research is pleased to announce the launch of Enquirica TV. Enquirica TV interviews news makers and entrepreneurs about their perspective on the economy and their sectors with the view to providing unique and timely information from a non-mainstream perspective. Enquirica TV has just completed its ground-breaking first series on exempt offerings in Canada with "Questions with Product Issuers." - October 24, 2011 - Enquirica Research
Enquirica Research Continues to Believe That Saskatchewan Farm Land Remains Undervalued in Relation to Global Market
Enquirica Research Believes that Saskatchewan Farm Land Remains Undervalued in Relation to Global Market. “Birth of a Boom: Saskatchewan’s Dawning Age” author calls for farm land ownership liberalization and believes the regulatory barriers may have been a cause of lower prices. - October 23, 2011 - Enquirica Research
SOS Rolls Out Updated Suite of IRS Section 6039 Outsourcing and Software Solutions
Enhanced processes and technology will allow SOS to meet the continued challenges of 6039 compliance. - October 23, 2011 - Stock & Option Solutions
Radon Stancil Launches Company Blog to Provide Financial Insight on Retirement Preparation
Financial Advisement Firm Incorporates Corporate Blog to Better Serve Individuals Seeking Tips on Retirement Savings - October 23, 2011 - Retirement Investment Strategies
Bad Month for the Bulls – Better Times Beckon
Ascenta Asset Management releases their market commentary for the Special Situations Resource Fund Factsheet of September 2011. - October 21, 2011 - Ascenta International
Pertria Announces the Addition of LGS Insurance Services to Real Estate Investment Firm
Founded in 2004, Pertria advises clients throughout Silicon Valley and the San Francisco Bay Area in real estate residential sales, investment analysis and management, providing established relationships with financial advisers, tax professionals and legal counsel. - October 20, 2011 - Pertria
Petrocapita Income Trust is Pleased to Announce the Cash Distribution for Q3 2011 in Respect of Its Preferred Trust Units
Petrocapita Income Trust is pleased to announce the cash distribution for Q3 2011 in respect of its Preferred Trust Unitholders of record as of September 30, 2011. The Q3 distribution was $0.0258 per unit. - October 20, 2011 - Petrocapita Income Trust
Ascenta Asset Management Upgrades Website Structure and Content Management System
Awareness for the Ascenta Special Situations Resource Fund increases with the upgraded Ascenta Asset Management Website and Content Management System - October 19, 2011 - Ascenta International
Empyrean Strategic Partners and MWI Solutions Form Alliance for Financial Risk Management and Profit Planning
Empyrean Strategic Partners and MWI Solutions today announced a joint operating agreement that integrates their enterprise risk management, profitability, funds transfer pricing and budgeting systems. The products of both companies now provide for the seamless exchange of data, offering customers a... - October 19, 2011 - Empyrean Strategic Partners
Simmers Financial Group Announces the Addition of Leslie Aust to the Account Executive Staff
Simmers Financial Group Announces the Addition of Leslie Aust to the Account Executive Staff - October 19, 2011 - Simmers Financial Group
Veteran Financial Advisors Randy Schneider and Alan Yanowitz Join Creekside Financial Advisors
Veteran Financial Advisors are the latest additions to Creekside Financial Advisors' growing professional group. Known for providing more than just financial services, Creekside is attracting new clients as well as experienced advisors like Schneider and Yanowitz. - October 19, 2011 - Creekside Financial Advisors, LLC
Greystar Acquires Park Place Apartments
Multifamily Real Estate Company Acquires 500-Unit Apartment Community. - October 19, 2011 - Greystar
Manage Your Financial Investments Online with Fundsnet.co.uk
Though online money management is hardly a new fad, Fundsnet.co.uk has taken the concept further by applying it to online financial investments. Their services include emerging markets, stocks and shares ISAs, pensions, trusts, and commodity investments. - October 18, 2011 - Fundsnet Limited
PEI Senior Consultant to Speak at the PSCA’s 2011 East Coast Regional Conference
On November 2, 2011 PEI Senior Consultant David Hudak will speak at the PSCA’s 2011 East Coast Regional Conference in Philadelphia. This event will host plan sponsors and industry experts for a series of informational sessions. David will speak on the important topic of, “What You May... - October 14, 2011 - Portfolio Evaluations, Inc.
PEI Principal Helping Next Generation Learn and Save
Portfolio Evaluations, Inc. (PEI) Principal, Attila Toth, has recently been elected as a member of the St. Joseph’s School Educational Council. Attila will serve on the Council for a two-year term at the Mendham, New Jersey school. In 2010, Attila spearheaded the implementation of a program... - October 14, 2011 - Portfolio Evaluations, Inc.
J.P. Turner Welcomes David Kass as Vice President of Equity Trading
J.P. Turner & Company, LLC appointed David Kass as Vice President of Equity Trading in June. - October 13, 2011 - J.P. Turner & Company, LLC
Petrocapita Income Trust Launches DRIP
Petrocapita Income Trust is pleased to announce that Olympia Trust Company has been appointed the Transfer Agent and Registrar of Securities. Petrocapita is now able to implement its DRIP (Dividend Re-Investment Plan). The DRIP allows Petrocapita investors to re-invest their quarterly distributions... - October 12, 2011 - Petrocapita Income Trust
Petrocapita Income Trust Will be Presenting at the Alternative Investment Conference in Calgary on January 28th, 2012
Petrocapita Income Trust will be presenting at the Alternative Investment Conference in Calgary on January 28th, 2012. Risk management and asset allocation in the context of hard asset investments will be the topic of discussion. Petrocapita is a Calgary based energy investment trust built around... - October 12, 2011 - Petrocapita Income Trust
Simmers Financial Group Welcomes David Bass to the Account Executive Team
Simmers Financial Group welcomes David Bass to the company's Account Executive staff. David brings an educational background to the firm that fits well into the mission of the company. "David has been a great addition to the staff. With his background in education, he fits well into our... - October 12, 2011 - Simmers Financial Group
Greystar to Develop Lakewood Apartments
Greystar is pleased to announce that construction has started on Lakewood Apartments, a three-story, 435-unit Class A garden-style residence in the Lakewood suburb of Dallas, Texas. The community sits on approximately 13.5 acres and will feature craftsman-style architecture, with a combination of... - October 12, 2011 - Greystar
Helen Pastorino of Pertria to be Volunteer Marshall in the PGA Tour Frys.com Open Tournament
Founded in 2004, Pertria advises clients throughout Silicon Valley and the San Francisco Bay Area in real estate residential sales, investment analysis and management, providing established relationships with financial advisers, tax professionals and legal counsel. - October 09, 2011 - Pertria
Williams Asset Management Named a TOP WEALTH MANAGER by AdvisorOne
Williams Asset Management has been named a “TOP WEALTH MANAGER” by AdvisorOne, publisher of Investment Advisor and Research magazines. This is the 11th year that AdvisorOne (and its predecessor publications) have listed the Top Wealth Managers. As in years past, survey participants... - October 09, 2011 - Williams Asset Management
DurdanHeyer Ltd. Announces That It Has Appointed Mr. Mark Slatter as Its New Executive Director
It is with great pleasure that DurdanHeyer Ltd. announces that it has appointed Mr. Mark Slatter as its new executive director. Slatter, who had been an operations manager of a reputable research firm in New York City is scheduled to begin work on Aug. 8. Slatter replaces Leonard Stein, who held... - October 06, 2011 - DurdanHeyer Ltd.
Donald H. Ramirez is Awarded Certified Financial Planner™ Designation
Donald H. Ramirez, a Managing Principal of Peak Wealth Advisors with 16 years experience providing financial planning and investment management services to individuals, families and businesses has been awarded the Certified Financial Planner™ designation, a certification recognized as the standard of excellence for the financial planning profession. - October 05, 2011 - Peak Wealth Advisors
Senior PEI Team Member Appointed to the Women’s Fund of New Jersey Board
Jean Martone, Director of PEI’s Retirement Plans Group, has recently been appointed to the Board of Directors for the Women’s Fund of New Jersey. During this two-year term, Jean will seek to advance WFNJ’s mission to use the power of philanthropy for the women and girls of New... - October 05, 2011 - Portfolio Evaluations, Inc.
Simmers Financial Group Salutes Sebastian Guerra
Simmers Financial Group Salutes Sebastian Guerra. - October 04, 2011 - Simmers Financial Group
J.P. Turner Named Top 10 Atlanta Brokerage Firm
J.P. Turner is headquartered in Atlanta and has more than 200 independent offices nationwide. - October 01, 2011 - J.P. Turner & Company, LLC
Pertria Announces Relationship with CPA Randall Reynolds
Founded in 2004, Pertria advises clients throughout Silicon Valley and the San Francisco Bay Area in real estate residential sales, investment analysis and management, providing established relationships with financial advisers, tax professionals and legal counsel. - September 30, 2011 - Pertria
Mortgage Delivery Specialists GSE ULDD/MISMO Ready
Mortgage Delivery Specialists (MDS) has completed its GSE ULDD MISMO Version 3.0 framework verification and incorporated the new requirement into its mortgage loan agency delivery services. - September 29, 2011 - Mortgage Delivery Specialists LLC
Kippes Commodities Offers Hacker-Safe Services
An online trading company has declared its services complete and secure to best help internet users obtain the financial help they needed. - September 28, 2011 - Kippes Commodities
Simmers Financial Group Welcomes Alison Schock to Its Staff as an Account Executive
Simmers Financial Group is proud to welcome Alison Schock to the Account Executive team. - September 28, 2011 - Simmers Financial Group
August Economic Figures Point to Defensive Investment Strategies, Flight to Quality, According to Farmers and Merchants Trust Company Report
Economic fundamentals continued their downward trend in August, pointing to a need for principal preservation and defensive investment strategies according to Farmers and Merchants Trust Company’s (FMTC) August Economic Commentary. “While many analysts adjusted their growth projections... - September 28, 2011 - Farmers and Merchants Trust Company
NABCAP Announces Sirius Wealth Management's Inclusion as "NABCAP Premier Advisor" as Published in the St. Louis Business Journal, August 26th 2011
National Association of Board Certified Advisory Practice has recognized Sirius Wealth Management as an elite group of advisory practices in the greater St. Louis region. - September 27, 2011 - Sirius Wealth Management