Recent Headlines
Within Asset Administration Services

Ernst & Young Announces Finalists for the 2012 Entrepreneur of the Year Awards in Orange County

Ernst and Young announces 15 finalists for the 2012 Entrepreneur of the Year Awards in Orange County, Calif. Award winners will be announced at a special gala on Thursday, June 7, 2012 at the St. Regis Resort in Laguna Niguel. - May 11, 2012 - Ernst & Young LLP

Cedar Brook Financial Partners Promotes Barbara Pal

Barbara Pal, a 33-year industry veteran, is recognized for her commitment to serving clients. Barbara is a Client Manager for Cleveland-based Cedar Brook Financial Partners. Cedar Brook is one of the region's largest independent wealth management firms. - May 09, 2012 - Cedar Brook Financial Partners LLC

Charleston Services and DMA Form an Alliance

Charleston Services, Inc has partnered with DuCharme, McMillen & Associates, Inc (DMA) to better service property tax clients. - May 07, 2012 - Charleston Services, Inc

Cedar Brook Financial Partners’ Barbara Baxter Celebrates 20th Anniversary

Barbara Baxter, Partner of Cedar Brook Financial Partners, one of Cleveland’s largest independent wealth management firms celebrates 20 years of experience delivering comprehensive financial services to her clients. - May 05, 2012 - Cedar Brook Financial Partners LLC

Market Volatility Trims Healthy First Quarter Gain – Ascenta Special Situations Resource Fund

Ascenta Asset Management releases their market commentary for the Special Situations Resource Fund Factsheet of March 2012. - April 24, 2012 - Ascenta International

Master Life Invest Expands with Senior Business Leader Focusing on Key Investment Products

Master Life Invest (Tokyo), independent investment management firm based in Tokyo, announces Ms. Janine Armen as Senior Client Relations Manager and Product Director for the Alternative Investment team. - April 24, 2012 - Master Life Invest

Sage Consulting and Wealth Preservation Continues to Expand with the Addition of Joseph Romak, MS, FLMI as Director of Underwriting

Sage Consulting and Wealth Preservation, located in Saratoga Springs, N.Y., announces the addition of Joseph Romak to their team of expert advisors. Joseph adds to Sage experience gleaned from thirty years as a risk selection professional while obtaining the beneficial underwriting class for life insurance clients. - April 06, 2012 - Sage Consulting and Wealth Preservation

Sage Consulting and Wealth Preservation Shows Support for the Arts with Contribution to Papermill Theatre

Sage Consulting and Wealth Preservation, located in Saratoga Springs, N.Y., has recently donated twenty thousand dollars to the Papermill Theatre Mainstage Company and its parent organization, North Country Center for the Arts. - April 06, 2012 - Sage Consulting and Wealth Preservation

Sage Consulting and Wealth Preservation Welcomes Chicago Based Risk Manager, Aaron Brooks, MBA as Senior Risk Manager

Sage Consulting and Wealth Preservation, located in Saratoga Springs, N.Y., announces the addition of Aaron Brooks to their risk management team. Aaron joins the Sage team with expertise accumulated throughout a career consulting with corporate executives in the financial, accounting and information systems arenas. - April 06, 2012 - Sage Consulting and Wealth Preservation

As U.S. Farmland Prices Hit Record Highs, Non-Farmer Investors' Influence is Likely Greater Perceived

A new analysis by Farmland Investor Letter shows that non-farmer investors are likely an increasingly dominant force in the public farmland market. - March 22, 2012 - Mercator Research LLC

There Are No Circumstances Under Which a Farmer Should Sell Their Farmland

The Farmland Marketing And Management Group Says, Interest in Alternative Investments Could Make the Outright Sale of a Family Farm an Unnecessary, Costly Event - March 16, 2012 - Farmland Marketing and Management Group, Inc.

Buzek Wealth Advisors Joins Cedar Brook Financial Partners

Cleveland-based Cedar Brook Financial Partner’s merger with Buzek Wealth Advisors increases its geographic footprint and capabilities. - March 15, 2012 - Cedar Brook Financial Partners LLC

Cedar Brook Financial Partners Welcomes Retirement Plans Specialist Christine Sivak

Cleveland wealth management firm adds Partner Christine Sivak to further expand its retirement plan consulting capabilities. - March 11, 2012 - Cedar Brook Financial Partners LLC

US Recovery Drives 10% Rise in January – Ascenta Special Situations Resource Fund

Ascenta Asset Management releases their market commentary for the Special Situations Resource Fund Factsheet of January 2012. - March 02, 2012 - Ascenta International

Cedar Brook Financial Partners' Megan Farnsworth Celebrates 5th Anniversary

Megan Farnsworth, Senior Account Manager of the Cleveland-based wealth management firm’s Employee Benefits Division hits 5-year career milestone. - February 09, 2012 - Cedar Brook Financial Partners LLC

Pay $5 to Wear Jeans to Work at Cleveland-Based Cedar Brook Financial Partners

For 5th year in a row, Cedar Brook Financial Partners, one of the region's largest wealth management firms, raises money for American Heart Association’s Go Red for Women Campaign. - February 09, 2012 - Cedar Brook Financial Partners LLC

Guardian Capital Advisors, LLC Releases Podcast on 401(k) Planning for Companies

Mike Hensley, Certified Financial Planner, Discusses How Businesses Can Provide Appropriate Retirement Advice to Employees - February 09, 2012 - Guardian Capital Advisors

2011 Ends with Mixed Results, More of the Same Expected in 2012 According to Farmers and Merchants Trust Company

2011 ended with mixed results according to Farmers and Merchants Trust Company’s (FMTC) December Economic Commentary. - January 22, 2012 - Farmers and Merchants Trust Company

Ernst & Young LLP Seeks Orange County’s Outstanding Entrepreneurs

Nominations are open for the Ernst & Young Entrepreneur Of The Year® 2012 Regional Awards, celebrating Orange County’s most innovative business leaders. - January 20, 2012 - Ernst & Young LLP

WallachBeth Capital Adds More Industry Vets to ETF Desk; Boutique Broker Continues to Leverage Talent and Market Presence

WallachBeth Capital LLC (“WB”), the institutional brokerage/execution firm specializing in exchange-traded funds (ETFs), equities and options, today announced its further expansion with the addition of two more industry veterans to the firm’s ETF execution division, one of the leading ETF desks in the Industry. Chris Hempstead, a 20-year trading market veteran joins as Director of ETF Execution, and Dong Lee, a 12-year ETF product specialist, joins as Director of Institutional Sales. - January 11, 2012 - Mischler Financial Group, Inc.

Cedar Brook Financial Partners LLC Announces Major Expansion

Cleveland-based Cedar Brook Financial Partners is merging with The Professional Advisor Group, LLC, based in Bloomfield Hills, MI with an office in Naples, FL. - January 08, 2012 - Cedar Brook Financial Partners LLC

Guardian Capital Advisors, LLC Releases Podcast on Divorce Planning

Suzanne Barham, Certified Divorce Financial Analyst, Gives Advice on Ensuring Financial Security Throughout Difficult Process - January 06, 2012 - Guardian Capital Advisors

Late-November Equity Market Rebound, Bond Market Uncertainty End Volatile November, According to Farmers and Merchants Trust Company Report

Global equity markets surged nearly 8% in the last three days of November, while the bond market continued to struggle with low yields, according to Farmers and Merchants Trust Company’s (FMTC) November Economic Commentary. “Despite the late-month rebound, November was a relatively... - December 21, 2011 - Farmers and Merchants Trust Company

MJ Structured Settlement Annuities Presents Steps to Properly Purchase a Secondary Market Structured Settlement Annuity

MJ Structured Settlement Annuities, a national industry leader in reassigning structured settlements, lottery winnings and annuities, presents the steps to properly purchase a secondary market structured settlement annuity. - December 17, 2011 - MJ Structured Settlement Annuities, Inc.

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

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

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

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

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

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

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

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.

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.

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.

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

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

New Free Fall Seminars Assist Women in Navigating the Emotional, Legal, and Financial Aspects of Divorce

A team of divorce specialists is offering free seminar, "Navigating the Emotional, Legal, and Financial aspects of Divorce," at three separate dates and times throughout the fall. Dates include Wednesday September 21st, 2011 from 10:00 AM to 1:00 PM, Friday October 28th, 2011 from 6:00 PM to 9:00 PM, and Thursday November 10th, 2011 10:00 AM to 1:00 PM. Those interested may call 215-862-7080 or RSVP for more information. - September 21, 2011 - Marianna A. Goldenberg, CDFA

Neo Group Launches "Global Supply Risk Monitor" for Proactive Global Sourcing Risk Management

Global Supply Risk Monitor proactively monitors, predicts and manages risks affecting the global services and outsourcing industry. - September 16, 2011 - Neo Group Inc.

Appropriate Balance Financial Services Announces Expansion Plans

Bellevue-based Appropriate Balance has recently added four key employees, not only to help expand services to current clients, but to help facilitate the growth the firm expects in coming years. - September 10, 2011 - Appropriate Balance Financial Services, Inc.

Recent Headlines Within Asset Administration Services

Recent Headlines
Within Asset Administration Services