Recent Headlines
Within Asset Management
Freedom Debt Relief Quarterly Comment: Revolving Debt Rises; Income, Unemployment Not Keeping Pace
Experts express concern about 5 percent rise in consumer debt. - July 15, 2011 - Freedom Financial Network
Kingsbridge Holdings, LLC of Lake Forest, IL Acquires Trilogy Leasing Co. LLC (“TLC”), of Cranbury, N.J. Nearly Doubling in Size
Kingsbridge Holdings, LLC has acquired Trilogy Leasing Co. LLC, a leasing services provider of new and previously owned technology equipment, increasing Kingsbridge’s Total Assets in excess of $420 MM and bringing the total original equipment cost financed in their portfolio to approximately... - July 14, 2011 - Kingsbridge Holdings LLC
Greystar to Build Garden Apartments in Durham, North Carolina
Greystar Real Estate Partners recently broke ground on a 24.6-acre site in the Brightleaf Master Planned community, located between downtown Durham and downtown Raleigh, for construction of a 328-unit, three-story upscale garden apartment community. The apartments are being designed to National... - July 13, 2011 - Greystar
Financial Services Inc. Now Offering Advice on Life Insurance for Elderly Retirees in Seminar Settings
Financial Services Inc., the financial planning firm specializing in helping seniors build their nest egg, is now offering advice on life insurance for the elderly in Clinton, Maryland. The seminars will be held on July 19 and 21st, both at 5:00pm at Stella’s Italian Restaurant. The topic... - July 13, 2011 - Financial Sources Inc.
Cedar Brook Financial Partners’ Managing Principal, Azim Nakhooda, Celebrates 15th Year Anniversary
Cedar Brook Financial Partners' managing partner and chief investment strategist, Azim Nakhooda, has developed customized investment plans for hundreds of clients over the past 15 years. - July 13, 2011 - Cedar Brook Financial Partners LLC
Altium Group LLC Joint Venture with Lloyds of London
Altium Group LLC and Lloyds of London create a risk mitigation protection product for purchasers of life contingent structured settlement. - July 08, 2011 - Altium Group LLC
CFTC Approves Iron Harbor Capital Management CPO Registration
Iron Harbor Capital Management was approved as a Commodity Pool Operator (CPO) by the U.S. Commodity Futures Trading Commission (CFTC) and the National Futures Association. As a registered entity, Iron Harbor must comply with various disclosures, reporting and record-keeping obligations imposed by... - June 30, 2011 - Iron Harbor Capital Management
Helen Pastorino of Pertria Featured in Silicon Valley Business Journal
Helen Pastorino of Pertria had been featured in the Silicon Valley Business Journal. - June 27, 2011 - Pertria
ENSO Law Firm (Russia) Joins Mackrell International
ENSO Law Firm has officially joined Mackrell International, one of the world’s premier networks of independent legal firms. Mackrell International was established in 1987 and has 76 member law firms representing 50 countries. The organization gives clients access to more than 4 thousand... - June 25, 2011 - ENSO Law Firm
Helen Pastorino of Pertria Featured in The New York Times
Helen Pastorino was referenced in the New York Times for her willingness to adopt the newest technologies and means of communication to help her business thrive in the competitive real estate market. - June 25, 2011 - Pertria
Bertrand Wealth Strategies Launches Interactive Website
Bertrand Wealth Strategies launches an interactive corporate website to stimulate dialog with investors and financial professionals. - June 25, 2011 - Bertrand Wealth Strategies
Professional Associations Super Hits $1.7 Billion After Two Year Growth Spurt
Efficiencies that minimise investment fees combined with strong investment returns have enabled Professional Associations Super to grow by 36 percent in the last two years, reaching $1.7 billion in February 2011. Not only is Professional Associations Super one of the top ten industry funds in... - June 24, 2011 - Kinetic Superannuation Ltd
Professional Associations Super - Lack of Understanding of "Advice" Results in Low Take-Up, Research Finds
Super fund members’ lack of knowledge about what “financial advice” entails, and low levels of trust following the Global Financial Crisis (GFC), are the key barriers to seeking advice, research by Professional Associations Super has found. Qualitative and quantitative member... - June 24, 2011 - Kinetic Superannuation Ltd
Friend of Pertria, Takigawa Design Wins 2011 Gold Summit Creative Award
Takigawa Design, a brand strategy and design firm based in Monterey, California, was awarded the 2011 Gold Summit Creative Award for their poster titled: “Act Accordingly.” - June 23, 2011 - Pertria
National Gold Group's Senior Writer Chris Poindexter Now Featured on Townhall Finance
Chris Poindexter, Senior Writer for National Gold Group, Featured on Industry Leading Conservative News Website Townhall Finance. - June 22, 2011 - National Gold Group
Place Trade Financial Makes Major Changes to Back Office – Clearing Services
Sarah M. Place, President and CEO of Place Trade Financial, Inc., (Member FINRA, SIPC), (www.placetrade.com), a global full service, discount broker and online trading firm, announced the firm is ending its nearly decade long clearing relationship and has entered into a new clearing arrangement... - June 18, 2011 - Place Trade Financial
Radon Stancil Releases Podcast Book Review on Take Control of Your Retirement Plan
Managing Partner of Retirement Investment Strategies Discusses Newly Authored Book for Financial Retirement Success - June 16, 2011 - Retirement Investment Strategies
Professional Associations Super Strengthens Female Leadership
Professional Associations Super members have recently elected Katherine Kasper as a Member Representative Director. Katherine replaces Marian Bolton, who has been a director on the board for 17 years. Ms Kasper has more than 10 years industry experience as a trust lawyer in the commercial sector,... - June 15, 2011 - Kinetic Superannuation Ltd
Professional Associations Super - Super Reform Won’t Change the Basics of Retirement Planning
With the end of the financial year approaching, Professional Associations Super says the basics of retirement saving won’t change, despite looming reforms to superannuation rules. - June 15, 2011 - Kinetic Superannuation Ltd
The Corvus Group/RSM McGladrey, Inc. Complete Due Diligence on Commercial Real Estate Securitization Portfolio
The Corvus Group, Inc. and RSM McGladrey, Inc. recently completed a due diligence assignment on a performing and securitized commercial real estate loan portfolio with a loan balance aggregating $737 million. - June 15, 2011 - The Corvus Group
Place Trade Financial Welcomes Jermaine Pender to Raleigh Office
Sarah M. Place, President and CEO of Place Trade Financial, Inc., [Member FINRA, SIPC], (www.placetrade.com), a global full service, discount broker and online trading firm, announced that Jermaine Pender has joined the firm as a Senior Financial Advisor and will play a key role in business... - June 15, 2011 - Place Trade Financial
Helen Pastorino of Pertria Featured in Forbes ASAP
Helen Pastorino was referenced in Forbes’ ASAP Magazine for helping her business to thrive by acting swiftly and employing cutting edge technology to conduct business in real estate. - June 13, 2011 - Pertria
Greystar Student Living Announces New Student Housing Community
Greystar has been awarded the management of Circle West Campus. - June 12, 2011 - Greystar
Cedar Brook Financial Partners LLC Raises Money for MedWish International
Cedar Brook Financial Partner employees paid to wear jeans to work to support MedWish. Cedar Brook, one of Northeast Ohio's largest wealth management firms, counts MedWish as one of its many charitable giving programs. - June 12, 2011 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners' Managing Principal, Azim Nakhooda, Selected to Speak at Center for Public Investment Conferences
Investment strategist, Azim Nakhooda, is chosen to speak on hot finance topics at Ohio Treasury's summer conferences. Nakhooda is the Managing Principal of Cedar Brook Financial Partners, one of Northeast Ohio's largest wealth management firms. - June 10, 2011 - Cedar Brook Financial Partners LLC
Helen Pastorino of Pertria Featured in Objects In Action: Commercial Applications Of Object-Oriented Technologies
Helen Pastorino, Founder and President of Pertria, has been featured in the book Objects In Action: Commercial Applications Of Object-Oriented Technologies by Paul Harmon and David A. Taylor, for her early advocacy and implementation of information technology to advance client results and productivity in the real estate industry. - June 01, 2011 - Pertria
Financial Sources Inc. Offering Advice on Retirement
Financial Sources Inc. is proudly offering valuable advice related to retirement and savings. The tips and advice available through Financial Sources Inc. will help the aging population to gain insightful information on saving for retirement and have the resources to do so when the time comes. - May 29, 2011 - Financial Sources Inc.
Greystar Joins Initiative to Package 100,000 Meals for Ghana
Greystar joins forces with DeBartolo Development and the Kobel Family Foundation to help feed the hungry. Feeding Children Everywhere will be facilitating a food packing event where volunteers can donate their time to package 100,000 meals for hungry children in Ghana. These healthy meals will be... - May 28, 2011 - Greystar
Kash Mart Launches New K4FX™ Platform
KashFX Payment industry leader unveisl new platform. - May 27, 2011 - Kash Mart International
Fisher Investments Taps Social Media
Investment firm expanding distribution of educational content through social platforms. - May 26, 2011 - Fisher Investments
Mazuma Capital Funds Multimillion Dollar Transaction for Environmentally Conscience Ground Clearing and Reclamation Services Provider
Mazuma Capital funds creative transaction for eco-friendly services company. - May 26, 2011 - Mazuma Capital
Helen Sipsas Earns Accredited Investment Fiduciary Designation
Peak Wealth Advisors is pleased to announce that Managing Principal Helen Sipsas further demonstrates the firm's ongoing commitment to achieving the highest standard of fiduciary care for its clients by earning the Accredited Investment Fiduciary (AIF®) designation. - May 25, 2011 - Peak Wealth Advisors
Enquirica Research is Pleased to Announce It Will be a Sponsor of the First Calgary Alternative Investment Conference on May 28th, 2011
Enquirica Research is pleased to announce it will be a sponsor of the first Calgary Alternative Investment Conference on May 28th, 2011. With the recent regulatory changes of Sept 28, 2010 the so-called "exempt" market in Canada has been flourishing and they believe this represents the... - May 21, 2011 - Enquirica Research
Cedar Brook Partners' Eric Rubin Receives National Industry Recognition
American Association for Long-Term Care Insurance Selects Cedar Brook’s Eric Rubin to receive 2011 Achievement Award. - May 20, 2011 - Cedar Brook Financial Partners LLC
Freedom Debt Relief Resolves $122 Million in Consumer Debt During First Quarter
Debt resolution company stays on track as nation’s largest debt negotiator - May 19, 2011 - Freedom Financial Network
Helen Pastorino of Pertria Featured in Jumping the Curve: Innovation and Strategic Choice in an Age of Transition
Pastorino referenced for her implementation of innovative technology in the real estate industry. - May 18, 2011 - Pertria
TFIFX Introduces the CashBack Account, One of the World’s Most Innovative Forex Trading Accounts
European foreign exchange broker extends its retail product range with a pioneering CashBack forex trading account. - May 17, 2011 - TFI Markets
Freedom Financial Network, Glow Foundation Present 6 Money Tips New Grads Should Know
Partnership helps new college graduates build a firm educational, financial foundation. - May 15, 2011 - Freedom Financial Network
Simmers Financial Group Announces New Office Administrator
Simmers Financial Group is proud to announce the expanded role of Jeanine Johnson to Office Administrator. Jeanine has distinguished herself in working with clients as an Account Executive and has decided to grow in her career by not only helping clients, but helping agents and Senior Management in... - May 13, 2011 - Simmers Financial Group
Creekside Financial Advisors Adds Superstar Staff
Cleveland-based Creekside Financial Advisors added Jessica Silver and Susan Valerio to the firm's growing client-focused staff. Jessica and Susan are tasked with providing extraordinary, individualized service to the firm's incredibly loyal clients who are made up of doctors, small business owners, business executives, retirees, and families. - May 11, 2011 - Creekside Financial Advisors, LLC
Cedar Brook Financial Partners, LLC Announces Senior Management Changes
Cedar Brook Financial Partners, one of the largest independent wealth management firms in Northeast Ohio, has elevated the roles of two partners, Azim Nakhooda and Peter Franz. Mr. Nakhooda is the firm's managing principal and Mr. Franz is the chief investment officer. - May 07, 2011 - Cedar Brook Financial Partners LLC
Arin Risk Advisors, LLC Announces Strategic Marketing Partnership with Barrack Yard Advisors
Arin Risk Advisors, LLC (“Arin”), a fee-only, options strategies advisory firm providing customized asset, risk and volatility management services is pleased to announce Barrack Yard Advisors (“Barrack Yard”) has agreed to act as a marketing agent for Arin. “We are... - May 06, 2011 - Arin Risk Advisors, LLC
Macian Education Presents: Summer POWER SERIES in San Francisco, CA
Bring fireworks to your personal finances this summer by taking the wheel and getting the training needed to conquer life's many financial obstacles. This 2 day POWER SERIES will get you back on track. - May 06, 2011 - Macian Wealth Management
Creekside Financial Advisors Opens Doors May 2, 2011
Cleveland financial planner, Nan Cohen, starts new firm that was created around clients' lifelong financial planning needs. - May 04, 2011 - Creekside Financial Advisors, LLC
KFPD Launches TreasuryView™ Sales Software for Banks and Advisors
Continuing its successful growth, KFPD GmbH announces the launch of TreasuryView™, a solution for banks and advisors providing financial risk products and advice. - May 04, 2011 - KFPD GmbH
Financial Sources Inc. Offering Financial Education Through Professional Seminars
Maryland-based financial services provider, Financial Sources Inc. recently announced that they are offering a free, no obligation, instructive seminar to allow members of the general public to gain valuable insights into complex financial instruments such as annuities and insurance policies. - May 01, 2011 - Financial Sources Inc.
Radon Stancil of Retirement Investment Strategies Releases New Book
Radon Stancil’s Book "Take Control Of Your Retirement Plan" Offers Financial Planning and Retirement Preparation Advice - April 28, 2011 - Retirement Investment Strategies
Helen Pastorino of Pertria Announces Robert Burba Certification for California's Environmental Protection Agency's Lead Renovation, Repair and Painting Program (RRP)
Robert Burba of Pertria Certified for California’s EPA Lead Program (RRP) - April 25, 2011 - Pertria
Ellen Li Earns Prestigious CFP Designation
Ellen Li, MSBA, CFP®, Financial Advisor at Financial Alternatives, Inc. in La Jolla, (CA) has earned the CFP® and Certified Financial Planner™ marks in accordance with CFP Board certification and renewal requirements. These marks identify that Ellen has met the rigorous experience... - April 23, 2011 - Financial Alternatives, Inc.
Freedom Debt Relief Quarterly Comment: U.S. Economic Recovery Continues
Company cautions about increasing debt, but cheers stronger performance - April 22, 2011 - Freedom Financial Network