Le Tour de Finance Returns in October 2014

The Spectrum IFA Group together with Le Tour de Finance are returning for a series of events this October in France. - September 04, 2014 - The Spectrum IFA Group

Asset Allocation – Florida Retirement Advice from Ventura Wealth Management

Investing can be a risky venture for many people, which is why it is necessary to minimize risk and maximize profit by creating a personalized investment portfolio. - August 13, 2014 - Ventura Wealth Management

Cogs4Cancer and The Spectrum IFA Group

The Spectrum IFA Group have agreed to sponsor Lee Mutch for his epic ride from Ancona in Italy to Antibes, France in October 2014. - August 08, 2014 - The Spectrum IFA Group

ExitCoachRadio.com Featured Theresa Oatman as Leading Expert in Stock Option Compliance

Theresa Oatman, CEO of Stock Connections, Inc. was interviewed on the ExitCoachRadio.com show with host Bill Black. Ms. Oatman presented her expertise with tips, ideas and precautions that are important for business owners to consider as they contemplate growing and protecting the value of their... - July 23, 2014 - Stock Connections Inc.

Howard Slater, CLU®, ChFC®, MSFS®, MBA, is One of Three Top Advisors to Present at Securities America’s Annual Meeting

Industry expert, author and principal of Cedar Brook Financial Partners, Cleveland’s Howard Slater speaks at national industry conference. - July 16, 2014 - Cedar Brook Financial Partners LLC

Dan McElwee Makes an Appearance on MoneyLife - Ventura Wealth Management, New Jersey

Ventura Wealth Management is excited to announce that Dan McElwee, Executive Vice President and Wealth recently appeared on ‘Money Life’, a self-proclaimed, “online resource for news and opinions on personal finance…” - July 13, 2014 - Ventura Wealth Management

Nolan Financial Grows While Remaining True to Founding Principles

Nolan Financial has expanded its team with a series of new hires that will help drive its growth while servicing its growing client base. - July 09, 2014 - Nolan Financial

Nolan Financial Launches a New State-of-the-Art Website

Nolan Financial has launched a new responsive website that was created with functionality across all types of devices - desktops, smartphones and tablets. The new website offers informative Nonqualified Retirement Plan content with an attractive layout and easy to use navigation. - June 30, 2014 - Nolan Financial

Guardian Capital Advisors, LLC Expands Team with Katie Ball

Local Financial Advisory Firm Adds Client Relations Coordinator - June 25, 2014 - Guardian Capital Advisors

Texas Capital Group Adds New Cash Flow Funding Options for Small Businesses

A leading invoice factoring provider, Texas Capital Group works independently and provides cash flow funding solutions to various small and medium sized businesses. The company provides asset based funding solutions and related financial services to businesses in need of immediate cash. After the invoices submitted by a company are checked and verified, Texas Capital Group funds the business within 24 hours. - June 24, 2014 - TX Capital Group

Ventura Wealth Management Now Offers Families Wealth Management Services from Top Financial Advisors in New Jersey

Ventura Wealth Management, a Register Investment Advisor (RIA) wealth management company with top financial advisors in New Jersey, is now offering new families the chance to set up a financial plan for the purpose of bringing them out of debt. - June 18, 2014 - Ventura Wealth Management

Plia Systems Acquires SJ Levinson & Sons

Matthew Celebuski to become CEO; Eric Moore to become President. - June 16, 2014 - SJ Levinson & Sons, LLC

HMT LLP Advised on the Management Buyout of the EPI Group

HMT LLP, led by partner Ian Barton and supported by manager Julia Carruthers, advised Management and Newco funded by Palatine Private Equity (“Palatine”) and The Royal Bank of Scotland (“RBS”) on the management buy-out of Surrey-based seismic consultancy firm, The EPI Group (“EPI”). - June 16, 2014 - HMT LLP

Global Trust Depository is Now Offering Paymaster Services

Global Trust Depository has just announced that the firm is now offering Paymaster Services in addition to their current services including Safe Keeping Receipts, Authentication Reports, Fiduciary Services and more. Paymaster Services are best suited for clients that need assistance with receiving... - May 28, 2014 - Global Trust Depository

Financial Planning Firm, Speir Financial, Hosts Workshop on Retirement Income: "What Are My Options"

Financial Planning Firm, Speir Financial Services, will hold seminar on Retirement Income “What are my Options” featuring James J Speir, prominent member in the metro Detroit community and founder of Speir Financial Services. Speir will be hosting this event at Ginopolis Bar-B-Q... - May 21, 2014 - Speir Financial

Global Trust Depository is Taking New Clients for Safekeeping Receipts

Global Trust Depository has just announced that the service is now taking new clients for safekeeping receipts. Global Trust Depository can accept almost any kind of valuable assets for safekeeping purposes. The service contracts out with local bank vaults for storage facilities and can issue a... - April 23, 2014 - Global Trust Depository

Top Financial Advisors at Ventura Wealth Management Update Company Website to Bring Latest Information to Clientele

Ewing, NJ based leader for comprehensive financial planning consultancy services, Ventura Wealth Management has announced that the company has recently updated their website to deliver the latest information to their clients across the region. - April 12, 2014 - Ventura Wealth Management

Kristi N. Lefforge Joins IntrapriseTechKnowlogies LLC

IntrapriseTechKnowlogies LLC (ITK), a CPA firm focused on technology management consulting is pleased to announce that Kristi N. Lefforge has joined ITK as director of its Consulting Services division. Kristi will manage a team that will focus on IT auditing and business solutions... - March 30, 2014 - IntrapriseTechKnowlogies LLC

The Spectrum IFA Group Expands in Holland and Belgium

The Spectrum IFA Group are delighted to announce that David Elkan has joined the office in Holland. David has worked in Financial Services for the past 26 years covering all aspects of financial planning and investment advice. Initially working within a large offshore brokerage in South East Asia,... - March 29, 2014 - The Spectrum IFA Group

M&T Bank Sells Assets of Powell Steel Corporation

Three Twenty-One Capital Partners, Inc. (321 Capital) Investment Banking Firm to M&T Bank on the Powell Steel transaction, announced recently that their client, M&T Bank, has completed a UCC Sale involving the assets of Powell Steel. - March 27, 2014 - 321 Capital Partners LLC

Michelle Cortés-Harkins Earns Certified Divorce Financial Analyst Designation (CDFA™)

Harkins Wealth Management, LLC has announced that Michelle Cortés-Harkins, MSW, CDFA™, CRPC®, recently completed a specialized educational program in professional divorce financial analysis and is now a Certified Divorce Financial Analyst (CDFA™). Harkins Wealth Management is... - March 25, 2014 - Harkins Wealth Management, LLC

Global Trust Depository is Taking New Clients for Bonded Courier Services

Global Trust Depository has just announced that the service is now taking new clients for bonded courier services. This is one of the best ways to deliver official, valuable and important information from a service with a professional standard and a reputable image. The company is also taking... - March 21, 2014 - Global Trust Depository

The Spectrum IFA Group Expands in Tuscany, Italy

The Spectrum IFA Group are delighted to announce that Peter Francis has joined the Italian team in the Lucca area. Peter has worked in Financial Services for 25 years covering all aspects of financial planning and investment advice. Initially working within a large bank brokerage and then moving... - March 14, 2014 - The Spectrum IFA Group

Ventura Wealth Management Helps Secure Retirement Funds for a Better Future

Nearly 94% of all Americans desire a stable and secure retirement lifestyle where they can enjoy their luxuries without worrying about the costs. Some may wish to travel and see the world while others may be happier at home with their families; but regardless of what they want to do during... - March 08, 2014 - Ventura Wealth Management

The Spectrum IFA Group Expands in Madrid

The Spectrum IFA Group are delighted to announce that Conor MacSherry has joined Paul Bristow and Chris Webb in the Madrid office. Conor has worked in Financial Services for 27 years covering all aspects of protection, mortgages, investment and retirement planning. Through many years of management... - March 07, 2014 - The Spectrum IFA Group

Lampert Capital Markets Appoints Tobias Lenza as Managing Director and Head of Equity Capital Markets

Lampert Capital Markets, Inc. announced today that Tobias Lenza has been appointed as Managing Director - Equity Capital Markets. Mr. Lenza will spearhead the firm’s expansion into providing a differentiated equity product to institutional and retail investors on managed offerings as well as... - March 03, 2014 - Lampert Capital Markets

Waterway Wealth Management Opens New Branch Office in Albuquerque

Waterway Wealth Management Opens New Branch Office in Albuquerque

Albuquerque is the new home of growing financial wealth services firm based in The Woodlands, Texas. - February 14, 2014 - Richie's Specialty Pharmacy

Global Trust Depository is Taking on New Accounts for 2014 as a Third Party Holder of Assets

Global Trust Depository makes a 2014 New Year’s resolution to acquire new accounts as a Third Party Holder of Assets. - January 15, 2014 - Global Trust Depository

Absolute FC, Inc. Expanding Again in the New Year

Economy bright in 2014, Absolute FC, Inc brings big business to Dallas. With an already successful company assisting business owners in everything from websites to funding, Absolute FC, Inc. has now welcomed Texas in their growing business endeavors while helping mainly small business owners and nonprofits. - January 07, 2014 - Absolute FC, Inc.

Guardian Capital Advisors, LLC Receives CEFEX Certification

Local Financial Advisory Firm Joins Elite Group of Advisors Through Certification from the Centre of Fiduciary Excellence. - December 25, 2013 - Guardian Capital Advisors

Hilltop Home Raises Funds Through the Annual Performance of a Christmas Carol

Local Nonprofit Intermediate Care Facility for Children Partners with Area Businesses This Holiday Season - December 21, 2013 - Guardian Capital Advisors

Global Trust Depository is Now Capable of Providing Evaluation Reports for High Value Assets of Their Clients

Keep your Assets Safe and Deposit with Full Confidence after Transparent Appraisal and Evaluation Services by Global Trust Depository - December 16, 2013 - Global Trust Depository

Ventura Wealth Management Offer Team Focused Solutions as a Leading Financial Advisor

Ventura Wealth Management, the financial services specialists based out of Ewing, NJ are now offering its services as a trusted financial advisor to businesses and individuals across the local region. Ventura Wealth Management, an independent Registered Investment Advisor, offers expertise in the... - December 06, 2013 - Ventura Wealth Management

Global Trust Depository Announces Trust Services for International Markets

Global Trust Depository has just announced that the company is offering trust services for international markets. Some of the countries that they cater to include Hong Kong, Indonesia, Germany, Switzerland, Italy, England, Mexico, Portugal, and Spain. Global Trust Depository provides a number of... - November 09, 2013 - Global Trust Depository

Cedar Brook Financial Partners’ Rebecca Bar-Shain, CFP®, MBA, Joins The Gathering Place Board

Financial planner volunteers to further the mission of The Gathering Place, Cleveland’s nonprofit, community-based cancer support center. - November 03, 2013 - Cedar Brook Financial Partners LLC

Guardian Capital Advisors, LLC Expands Team with Two New Hires

Local Financial Advisory Firm Adds Maddy Carlson as Client Relations and Marketing Coordinator and DeAnn J. Alphin as Office Administrator - October 31, 2013 - Guardian Capital Advisors

Le Tour de Finance is Heading to Spain

Following the recent success in Italy and France, Le Tour de Finance is heading to Spain. The Spectrum IFA Group, in collaboration with Currencies Direct are proud to announce the Spanish leg of the Tour that begins on Tuesday 15th October in Barcelona before moving on to the Costa Blanca, Almeria... - October 13, 2013 - The Spectrum IFA Group

The Spectrum IFA Group Expands Into Northern Italy

The Spectrum IFA Group are delighted to announce that Daniel Shillito has joined the group to cover Northern Italy and will be based in Milan. - October 02, 2013 - The Spectrum IFA Group

Convergence Announces Launch of New Website

Convergence, an advisory formed to work with alternative and traditional asset managers to achieve optimal performance across their infrastructure platforms announced the launch of a new website. - September 18, 2013 - Convergence LLC

Erin K. Brown Carter Attends LPL Focus13 National Conference, a Leading Financial Services Event Focused on Increasing Value to Investors

More than 5,700 total attendees from around the country assembled to learn new strategies and skills, expand knowledge in numerous product areas, and network with peers and industry experts. - September 06, 2013 - OnPath Financial, LLC

Farmland Price Growth Flattens Across Mid-South and Southeast in Second Quarter; Outlook is Stable

The pace of farmland price appreciation across the Mid-South and Southeast U.S. continued to flatten in the second quarter, according to the latest Farmland Market Survey released today by Farmland Investor Letter. - September 06, 2013 - Mercator Research LLC

Former Apple CIO Launches Los Angeles Investment Management Firm

Steve Johnson, CFA brings to Adherence Capital Management the same conservative investment philosophies used while Apple's investment subsidiary, Braeburn Capital, Inc., grew over $100 billion in just five years. - August 22, 2013 - Adherence Capital Management

Veteran Cleveland Financial Advisor Teaches Students Fiscal Responsibility

Financial planner Howard Slater, MBA, MSFS®, CFP®, ChFC®, CLU, founder and partner of Cedar Brook Financial Partners, generously volunteers to help Cleveland students. - August 22, 2013 - Cedar Brook Financial Partners LLC

Cedar Brook Financial Partners’ Ryan Olds, CFP®, Graduates from Leadership Lake County

Partner, Ryan Olds, attends prestigious Lake County, OH, community Signature Program. - July 27, 2013 - Cedar Brook Financial Partners LLC

Northeast Ohio’s Plain Dealer Recognizes Cedar Brook Financial Partners Again as a Best Employer

Cleveland-based Cedar Brook Financial Partners is selected as a “best place to work.” - June 19, 2013 - Cedar Brook Financial Partners LLC

Absolute FC, Inc. Growing Again, Climate Good for Business Owners

Absolute FC, Inc. (AFC), while continuing to help small businesses secure critical funding needed to expand and grow, announce plans to expand to New York. Headquartered in California, New York is a logical choice since they service clients from coast to coast. With a multitude of funding options,... - June 19, 2013 - Absolute FC, Inc.

Pace of Farmland Price Appreciation Eases Across Mid-South and Southeast; Outlook Grows Cautious

The pace of farmland price appreciation across the Mid-South and Southeast U.S. moderated in the first quarter, according to the latest Farmland Market Survey released today by Farmland Investor Letter. - May 16, 2013 - Mercator Research LLC

Cedar Brook Financial Partners Welcomes Jo Ross

Client-relationship professional, Jo Ross, joins Cedar Brook Financial Partners. - May 03, 2013 - Cedar Brook Financial Partners LLC

Certified Divorce Financial Analyst™ Mary Ann Ferreira Begins New Service for Divorcing Couples in the Pacific Northwest

The Institute for Divorce Financial Analysts™ (IDFA™) is pleased to announce that Mary Ann Ferreira of Appropriate Balance Financial Services, Inc. located in Bellevue, Washington recently completed a specialized educational program in professional divorce analysis and is now a... - April 30, 2013 - Appropriate Balance Financial Services, Inc.

Cedar Brook Partners Offer Spring Cleaning Tips for an Organization’s Retirement Plan

Cleveland-based wealth management firm partners, Craig Gabel and Christine Sivak, offer tips to “spring clean” a retirement plan. - April 24, 2013 - Cedar Brook Financial Partners LLC

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