Recent Headlines
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
Cedar Brook Financial Partners’ Ted Lorenzen, ChFC, and Anthony Podojil, PhD, Specialize in Financial Issues Facing Educators
Cleveland-based wealth management firm partners help educators understand the upcoming changes in their pension plans. - April 21, 2013 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners’ Bill Hawke Raises $20,000 for Leukemia & Lymphoma Society
Cleveland-based wealth management firm partner, Bill Hawke, participates in athletic events to raise money for cancer research. - April 19, 2013 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners Welcomes Jackie Wylen
Client-relationship professional, Jackie Wylen, joins the Employee Benefits Division of the Cleveland-based wealth management firm. - April 14, 2013 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners Welcomes Kelly Smith, CFP®
Kelly Smith, veteran financial services professional, joins the Cleveland-based wealth management firm. - March 31, 2013 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners Welcomes Lucy Skillicorn
Lucy Skillicorn joins Cleveland-based wealth management firm as an Executive Assistant for Partners Ted Lorenzen, ChFC(R) and Anthony Podojil, PhD. - March 22, 2013 - Cedar Brook Financial Partners LLC
Absolute FC, Inc (AFC) Expands Vendor Sponsorship Program
Creative Answers for Businesses in Search of Funding. - March 19, 2013 - Absolute FC, Inc.
Cedar Brook Financial Partners Welcomes Wayne Salsbury
Wayne Salsbury joins Cleveland-based wealth management firm as an Associate to firm Partner, David Robertson, CFP®, JD. - March 13, 2013 - Cedar Brook Financial Partners LLC
The NFEC Teams Up with Generational Wealth Zone to Bring the Financial EduNation Campaign to New York City
Citizens in communities all across the U.S. face monumental financial struggles. To combat the country’s long-term recession, the National Financial Educators Council (NFEC) teamed up with the Generational Wealth Zone (GWZ) to share financial education training through the Financial EduNation campaign. Organizations and residents of California will be one of the first communities to receive these free financial literacy resources. - March 03, 2013 - Generational Wealth Zone
MKA Capital Group Announces Cathedral City California Tesoro Project to Break Ground in Spring 2013
The project will consist of 107 single-family detached homes in a residential area of Cathedral City, CA. - March 02, 2013 - MKA Capital Group Advisors
Cedar Brook Financial Partners’ David Robertson, CFP®, JD Celebrates 20th Anniversary
David Robertson, financial services advisor at one of the region’s largest independent wealth management firms, celebrates 20 years of service. - March 02, 2013 - Cedar Brook Financial Partners LLC
Cartius Finance Announce New COO
Cartius Finance are proud to announce their new COO Michael Cussack, who will be joining them as of March 1st 2013. - February 28, 2013 - Cartius Finance
Absolute FC, Inc. Expands Vendor Sponsorship Program
Absolute FC, Inc (AFC) has added another accolade to its expansive and growing repertoire. For several years, Absolute FC, Inc was limited of acceptance to specific type of vendors for its sponsorship program. Due to the increase in funding and programs made available for 2013, Absolute FC, Inc is... - February 27, 2013 - Absolute FC, Inc.
Pathstone Family Office Receives 2013 PAM Award for Best Multi-Family Office
Pathstone Family Office was named the best overall multi-family office under $2.5 billion by Private Asset Management magazine. The Fort Lee, N.J.-based firm received the 2013 PAM Award during the magazine’s annual awards gala Feb. 12 in New York City. In 2011, Pathstone was recognized as... - February 23, 2013 - Legacy Family Office
Cropland Values Continue to Inflate Across Mid-South and Southeast; Trend Expected to Extend in 2013
Farmland values are expected to continue rising across the Mid-South and Southeast U.S., according to the latest Farmland Market Survey released today by Farmland Investor Letter. Cash rent increases continue to lag land price inflation across the region. Respondents were most optimistic for irrigated cropland tracts, where 70% expected values to increase. A slight majority-53% of respondents-expected non-irrigated cropland values to continue to rise; 43% forecast that values would hold steady. - February 16, 2013 - Mercator Research LLC
Absolute FC, Inc. Announces New Division
Absolute FC, Inc. a leader in small business funding - February 13, 2013 - Absolute FC, Inc.
MKA Capital Group is Hole in One for Elkhorn Golf Course
MKA Capital and DEVCO Builders see Profit in Golf Course Project since 2009. - February 02, 2013 - MKA Capital Group Advisors
Legacy Family Office Joins Top-Ranked Pathstone to Expand Client Services
Legacy Family Office, a privately owned registered investment advisory firm, has joined Pathstone Family Office. Legacy Family Office was founded in 2006 by Tammy Surratt and serves families in the Naples area. Surratt founded Legacy Family Office to provide ultra-high net worth families with more... - January 18, 2013 - Legacy Family Office
Jason Sugarman and Sugarman Family Trust Raise $2 Million for Fullerton Technology Foundation
The wine auction fundraising event will be held at the Fullerton Arboretum on June 1st, 2013. - January 17, 2013 - MKA Capital Group Advisors
Cedar Brook Financial Partners’ Ben Katz Celebrates 20th Anniversary and Launch of findmybenefits.com
Cleveland-based wealth management firm’s Director of Employee Benefits offers clients another value-add, a web portal for employees. - January 02, 2013 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners Sponsors First in a Series of BBYO Leadership Development Programs
Over one hundred teens from Northeast OH participated in first Israel Defense Force Leadership Development Program sponsored by Cedar Brook Financial Partners and developed through BBYO, the world’s leading Jewish teen movement. - December 08, 2012 - Cedar Brook Financial Partners LLC
Tightening U.S. Farmland Market Presents a Growing Hurdle for Farm Investment Managers
Farmland fund paying $108 million for 29,000 acres in Texas and Wisconsin as it strives to invest mounting cash backlog. - December 05, 2012 - Mercator Research LLC
Cedar Brook Financial Partners Adds High Demand Financial Planning Service for Public Employees
Veteran financial services advisor, Ted Lorenzen, ChFC® and former superintendent, Dr. Anthony Podojil, PhD specialize in particular financial issues faced by educators and other public employees. - December 05, 2012 - Cedar Brook Financial Partners LLC
Beacon Financial Advisors, LLC Celebrates 10 Years of Providing Service to Residents of the Greater Kansas City Area
Kansas City’s Fee-Only Financial Planner Marks its 10 Year Service Anniversary this Quarter. - December 04, 2012 - Beacon Financial Advisors, LLC
Canby Financial Advisors Names Flaherty Relationship Manager
Flaherty promoted; will provide financial planning, investment management and retirement plan services to Canby Financial clients - November 29, 2012 - Canby Financial Advisors, LLC
Platinum Benefit Planning Launches New Information Website in Response to the Cost of Medicaid Nursing Home Care Planning- Eligibility and Asset Protection
Platinum Benefit Planning launches its new informational website showing, once again, its commitment to helping families get educated and gain government and nursing home benefits. Certain types of assets are not considered when determining whether an applicant meets the asset requirements for Medicaid eligibility. - November 25, 2012 - Platinum Benefit Planning
Guardian Capital Advisors, LLC Sponsors Raleigh Roundup
Local Financial Advisory Firm Helps The American Cancer Society Make Nov. 9 Event a Great Success - November 16, 2012 - Guardian Capital Advisors
Wall Street Firm Steps Up to Plate on Veteran’s Day; Mischler Financial Group to Contribute November Profits to Wounded Warrior Project
Mischler Financial Group, Inc., the securities industry’s oldest and largest Service Disabled Veterans Business Enterprise, has announced that it will be contributing 10% of the firm’s November profits to the Wounded Warrior Project; the leading non-profit dedicated to creating jobs and improving the circumstances of the thousands of men and women who risked their lives and became physically disabled while serving in our country’s Armed Forces. - November 09, 2012 - Mischler Financial Group, Inc.
MKA Advisors Group Announces the For Sale Listing of the Elkhorn Golf Resort Property
MKA Capital, a real estate firm specializing in fund management, real estate assets, and real estate developments, is excited to announce the newly for sale listing of the Elkhorn Golf Resort property located in Lyons, OR. An operational 18-hole golf course is part of the 463 acre property of... - November 03, 2012 - MKA Capital Group Advisors