Recent Headlines
Solomon and Kendrick Increasing Resources for an Aggressive Recruitment Drive
As the markets shift directions to best steer a clear path through this shifting terrain, Solomon and Kendrick aim to recruit a large enough base of talent to exceed the previous years benchmark record of return. - January 18, 2018 - Solomon and Kendrick
New Firm Makes Investing in Stocks Accessible for Everyone
Introducing Abbilon.com, a different kind of investment advisor. Abbilon recommends and manages portfolios of individual stocks (not funds) for clients of all income levels. By combining the latest technologies with fundamental investment principles and quantitative models, Abbilon makes it easy and affordable for individuals and small businesses to invest like the elite: in portfolios of carefully selected stocks. - January 12, 2018 - Abbilon Investments
Peregrine Now Acquiring Royalties in Washington County, PA
Peregrine Energy Partners, a company assisting 1031 investors in diversifying their exchange, has agreed to acquire producing and non-producing oil and gas minerals in Washington County, Pennsylvania from an undisclosed seller. Peregrine Managing Director C.J. Tibbs commented, “This... - January 09, 2018 - Peregrine 1031 Energy Partners
Peregrine Now Acquiring Royalties in Kern County, CA
Peregrine 1031 Energy Partners, a company assisting 1031 investors in diversifying their exchange, has agreed to acquire producing and non-producing oil and gas royalties in Kern County, California from an undisclosed seller. One of Peregrine’s Directors, Josh Prier, applauds the acquisition... - December 20, 2017 - Peregrine 1031 Energy Partners
Top RIA Grows in West Michigan -- Advance Capital Management Welcomes New Financial Adviser
Advance Capital Management, one of the nation’s top registered investment advisers (Financial Times), is pleased to announce industry veteran James Walsh has joined its team of financial professionals serving West Michigan. The addition of Walsh further demonstrates the firm’s... - December 20, 2017 - Advance Capital Management
Solomon and Kendrick Appoints James Lee to Head Up Growing Asian Division
Solomon and Kendrick are pleased to announce their first hub office in Hong Kong. With Mr. James Lee (Director of business development) overseeing the offices in Hong Kong with a growing Chinese economy being impossible to ignore. - December 12, 2017 - Solomon and Kendrick
Solomon and Kendrick Launches Crypto Currency Fund
Solomon and Kendrick are pleased to be able to offer its newest Crypto currency fund for the new year. - December 01, 2017 - Solomon and Kendrick
Advance Capital Management Hosting “Veterans Day Financial Planning Event”
RIA, Advance Capital Management, launches campaign to raise awareness of military members’ financial troubles with free financial advice and plans. - October 27, 2017 - Advance Capital Management
Zarvic Brothers Meets with Struggling Asset Manager Manning & Napier Inc.
Zarvic Brothers met with Manning & Napier Inc.'s top executives with concerns of company performance, leadership, and fiduciary duties to shareholders. - October 02, 2017 - ZarVic Brothers LLC
MeritKapital Expands Emerging Markets Bonds Team
Meritkapital Ltd (#77/06) is very pleased to announce a valuable new member of the firm's Emerging Market Sales & Trading team. Nathalia Ermolitskaya has more than 20 years experience in the Russian and CIS capital markets industry. Highlights of her career include the buildout of the fixed... - September 16, 2017 - MeritKapital Ltd
PEI Welcomes New Director to the Team
Portfolio Evaluations, Inc. (PEI), an institutional investment and retirement plan consulting firm, announces the addition of Jennifer Putney to the team. Jennifer joins PEI in a leadership role as Director of Retirement Plans Consulting, where she will oversee the firm’s service provider... - August 12, 2017 - Portfolio Evaluations, Inc.
Advance Capital Management’s Michael Hohf Named to Forbes Top 100 Millennial Advisors
Advance Capital Management is pleased to announce that Michael Hohf has been named one of America’s Top Next-Gen Wealth Advisors by Forbes Magazine. The list recognizes the top-performing young advisors at their firms, and the future of the industry. “I am extremely honored to be... - August 04, 2017 - Advance Capital Management
A R Foundation Introduces the First Blockchain Asset Backed by Water Rights
The A R Foundation LLC has announced the launch of the AQUA Rights platform. The first water rights backed asset utilizing Blockchain technology. The foundation will utilize Ethereum's Smart Contracts technology to create less volatile asset backed tokens. Thus creating a new digital asset backed... - July 27, 2017 - A R Foundation
3 MassMutual Greater Houston Agents Earn Professional Designation in Family Business Planning
Three financial services professionals with MassMutual Greater Houston – a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) – have earned the Certified Family Business Specialist (CFBS) designation. MassMutual Greater Houston Midtown shows commitment to business owners and their planning needs through continuing professional education. - July 25, 2017 - MassMutual Greater Houston
INTAC Announces Its ASPPA Certification Renewal for Retirement Plan Service Provider Excellence
Intac Actuarial Services, Inc. earns it's CEFEX (Centre for Fiduciary Excellence) certification renewal for the fifth consecutive year. - July 21, 2017 - Intac Actuarial Services, Inc.
Advance Capital Management Named to 2017 Financial Times 300 Top Registered Investment Advisers
Michigan-based financial advisory firm Advance Capital Management has been named one of the 2017 top financial advisers by the Financial Times. - June 24, 2017 - Advance Capital Management
Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year at Annual Awards Conference
“We are honored to receive this award, which reflects our team’s commitment to work together to provide exceptional service to our clients,” said Palmerino. “Our team is what sets us apart from others.” - May 18, 2017 - CCR Wealth Management
David Borden of CCR Wealth Management Named to 2017 Financial Times 400 Top Financial Advisers
David Borden has been named to the 2017 edition of the Financial Times 400 Top Financial Advisers. The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S. - April 06, 2017 - CCR Wealth Management
Digital Legacy Becomes More Important and There is a Smart Way to Protect It with Vivala.me
As people increasingly shift their lives online, they create digital assets and memories that need protection after death. Making a will to dispose of tangible assets is no longer enough. In addition, it's now important to secure the digital assets and to make sure person’s loved ones have access to the treasured memories stored online. - March 30, 2017 - Vivala.me
Vivala.me - a Unique Service That Helps to Protect Your Digital Legacy
Vivala.me is a new service that allows internet users and their loved ones enjoy the peace of mind that comes when they make arrangements for digital legacy to pass to others smoothly. With Vivala.me, people can simplify and control how their online profiles and accounts are managed, and they can be sure their loved ones have access to the memories and documents they know they will treasure. - March 28, 2017 - Vivala.me
Retailer Asos Boosts U.K. Sourcing After Pound's Brexit Fall - Wismuller Gunter
Asos Plc, Britain's largest online-only fashion retailer, plans to double its U.K. manufacturing as the pound's post-Brexit plunge makes domestic production more affordable. - December 14, 2016 - Wismuller Gunter
Wismuller Gunter: Philips to Sell Lumileds to Apollo at Discounted $2 Billion
Royal Philips NV agreed to sell a majority stake in its lighting components unit to Apollo Global Management LLC in a cut-price deal valued at $2 billion after a U.S. national security panel blocked a more lucrative transaction with a Chinese buyer almost a year ago. - December 14, 2016 - Wismuller Gunter
Cedar Brook Group’s Azim Nakhooda Celebrates 20th Anniversary
Azim Nakhooda, Cleveland Financial Advisor and a Partner and Principal of Cedar Brook Group celebrates 20 years of service. - December 10, 2016 - Cedar Brook Financial Partners LLC
Wismuller Gunter Foresees Emerging Asia's $11 Billion Outflow on Dollar's Rally
Wismuller Gunter reports that global funds sold about $11 billion of equities and bonds in Asia's emerging markets after Donald Trump's victory in the U.S. presidential election as expectations for his economic policies sent Treasury yields higher and sparked the dollar's strongest rally in eight years. - November 27, 2016 - Wismuller Gunter
Wismuller Gunter: Here's One Sign That Markets Believe in Trump's "America First" Policy
Wismuller Gunter: Here's One Sign That Markets Believe in Trump's 'America First' Policy. Emerging markets, thumped by Trump? - November 27, 2016 - Wismuller Gunter
Zarvic Brothers Offers Diversified Exposure to Private Equity with Innovative Vero Fund
Zarvic Brothers LLC announces the launch of Zarvic's Vero Fund. Building off Zarvic's annualized 36% return from the past few years, Zarvic has launched the new Vero Fund fund based on the same strategy. - November 23, 2016 - ZarVic Brothers LLC
Zarvic Brothers Facilitates the Sale of a $6.2 Million Apartment Complex
Zarvic Brothers has successfully facilitated the sale of a 111 unit suburban apartment complex in western New York State. The complex features spacious garden style apartments, located in a park like setting. The luxury units are larger than your average apartment size. The acquisition closed in... - November 18, 2016 - ZarVic Brothers LLC
Chicago-Based PlanPILOT Adopts Chicago-Based Startup’s eRFP Technology
The web-based Request for Proposal solution will allow PlanPILOT to digitize firm-wide RFPs, from a once cumbersome process. - November 09, 2016 - InHub
Cedar Brook Group's Azim Nakhooda Explains Why Wealth Redistribution is a Bad Idea
Azim Nakhooda, Cleveland financial advisor, explains wealth redistribution and its impact. - November 05, 2016 - Cedar Brook Financial Partners LLC
Millennials & Risk Management, a Timely Analysis by Azim Nakhooda, Principal and Partner at Cedar Brook Group
Azim Nakhooda, Cleveland financial advisor and student of the millennial generation, identifies the generation’s take on risk management. - October 27, 2016 - Cedar Brook Financial Partners LLC
James Lamont and Lamont Financial Services Offer Cost Segregation Services
Tax savings available for commercial building owners. - October 15, 2016 - Lamont Financial Services
"European Telecoms Market is Stable and Beating Expectations," Says Wismuller Gunter Analyst
Vodafone, the British telecommunication giant, has completed its two-year spending plan that has amounted to more than tens of billions of dollars. It has been upgrading operations around the world, mainly Europe, where it generates over two-thirds of its overall sales. This gargantuan spending... - September 26, 2016 - Wismuller Gunter
Joseph A. Weber, CFS AAMS CPFA Named to 2016 Financial Times 401 Top Retirement Plan Advisers
Joseph A. Weber, an investment advisor representative of Voya Financial Advisors, is pleased to announce that he has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution... - September 24, 2016 - IFS
Wismuller Gunter is Looking for the Potential Benefits in Europe
Wismuller Gunter is looking for the potential benefits. - September 23, 2016 - Wismuller Gunter
Analysts at Wismuller Gunter Focused on Green Energy and Renewables
The renewables sector has been a favorite for investors for many years now and the analysts at Wismuller Gunter are raising their forecasts for the sector. Following the release of the Wismuller Gunter’s energy investment report, we can see a significant re-orientation of global energy... - September 19, 2016 - Wismuller Gunter
Matt Kavanagh - Notre Dame All American - Joins Greywolf Execution Partners
Matt Kavanagh was one of the captains of the team that anchored the Notre Dame offense to the National Championship game in 2014 and the Final Four in 2015. In his new capacity, Kavanagh will focus on business development and sales working with endowment officers, hedge fund and institutional asset managers throughout North America. - September 15, 2016 - Greywolf Execution Partners
Brexit and the Global Economy, a Perspective by Azim Nakhooda, Principal and Partner at Cedar Brook Group
Azim Nakhooda, Cleveland financial advisor, provides commentary on the global markets. - August 28, 2016 - Cedar Brook Financial Partners LLC
Zarvic Brothers Announces Formation of Shareholder Committee to Review Strategic Alternatives for GEI Global
Zarvic Brothers (“Zarvic”) today announced the formation of a committee of independent shareholders of GEI Global (“GEIG”). (the "Committee”) to consider various strategic alternatives potentially available to the company. The formation of the committee is not in response to any proposal received by the company or an approach by a third party. - August 17, 2016 - ZarVic Brothers LLC
Bill Rispoli, Registered Investment Advisor Joins Salem Advisory Group, LLC
Salem Advisory Group would like to welcome Bill Rispoli as one of our valued Investment Advisor Representatives. Not a stranger to hard work or crunching numbers, Bill learned the electrical trade from his father at an early age. However, the world of finance became his focal point as a student at... - August 10, 2016 - Salem Advisory Group, LLC
Startup Investments Announces Free of Charge Services for Qualified Businesses, Low Income Individuals, Churches and Non-Profit Organisations
Startup Investments to now offer Gratis Services to qualified businesses, low-income individuals, Churches and non-profit organizations. “We are staying true to our mission statement and we are holding out our claim of never to put monetary gains ahead of our services and values,” said... - August 03, 2016 - Startup Investments
Startup Investments Announces a New Branch Opening in Las Vegas, Nevada in the Fourth Quarter of 2016
Startup Investments to open a branch in the last quarter of 2016 on Warm Springs Road in Las Vegas Nevada to better serve their clientele in Nevada and surrounding states. This is first of the 10 branches that Startup Investments to open and the management of Startup Investments couldn’t be more excited. They plan to have bilingual colleagues who will offer services in Spanish and English. - July 26, 2016 - Startup Investments
Joseph Biondolillo of Biondolillo Financial Recognized as #1 Broker, Guardian Life
Joseph Biondolillo receives recognition from Northeast Planning Corporation for his accomplishments over the last few years. - July 07, 2016 - Biondolillo Financial
Financial Advisor Celebrating 10 Years with Firm
Michael W. Mandarino, a West Point Graduate and currently a financial advisor, is celebrating 10 years with Intervest International Equities Corporation. - July 07, 2016 - 123-Investing
Azim Nakhooda, Principal and Partner at Cedar Brook Group, is Elected to the National Board Committee of the Arthritis Foundation
Azim Nakhooda, Cleveland financial advisor and ardent supporter of the Arthritis Foundation, starts a 2 year term on the national investment committee. - July 01, 2016 - Cedar Brook Financial Partners LLC
Qooter App Tool to Compare Insurance Quotes for Independent Agents
Many agents and financial advisors search for legitimate ways to compare quotes online for insurance, and the Qooter Team hopes to end that search with this new app. Qooter is a very simple tool, where you just click a few basic dropdowns and the app will compare prices among many top rated... - June 25, 2016 - Mintco Financial
David Borden of CCR Wealth Management Named to 2016 Financial Times 400 Top Financial Advisers
David Borden of CCR Wealth Management is pleased to announce that he has been named to the Financial Times 400 Top Financial Advisers, as of March 31, 2016. The list recognizes top financial advisers at traditional broker-dealer firms from across the U.S. This is the fourth annual FT 400 list,... - June 22, 2016 - CCR Wealth Management
Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year at Annual Awards Conference
Mark Palmerino, financial consultant and partner at CCR Wealth Management, recently attended Cetera Advisors’ annual awards conference where he accepted the Ensemble of the Year award on behalf of his firm. This team of top producing, seasoned professionals gained this honor by leveraging... - June 21, 2016 - CCR Wealth Management
Growth for CCR Wealth Management
David Borden, Managing Partner says, “Since inception in 1998 our firm has grown from a startup entity to a team of 16 that manages more than $1.1 billion in assets for individuals, corporations, retirement and pension plans and nonprofit organizations. Along with our past growth, we continue to grow the practice at some 20 percent per year. Adding these professionals to our team will allow us to keep up with that growth and give our clients the excellent service they expect.” - June 14, 2016 - CCR Wealth Management
Cedar Brooks’ Howard Slater Coaches Teens on Financial Literacy
Howard Slater, partner and principal of Cedar Brook Financial Group, and consummate volunteer devoted to teaching financial literacy to students, completed courses at two Cleveland schools. - May 16, 2016 - Cedar Brook Financial Partners LLC
McElhenny Sheffield Capital Management Announces Succession Plan Partnership with Spar Investment Counsel
As part of their continuing commitment to clients regarding sustainability and longevity of their successful execution of client investment objectives, McElhenny Sheffield Capital Management (MSCM) is pleased to announce that the Spar Investment Counsel team has joined the firm. - May 13, 2016 - McElhenny Sheffield Capital Management