Recent Headlines
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.
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
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
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.
Tax Advisors Firm Advocates Organizing Your Old Financial Files
Bookkeeping Aid Available to Business Owners for Businesses of Any Size - September 08, 2011 - William D. Truax E.A, Inc. Tax Advisors
Michael J. Hensley of Guardian Capital Advisors, LLC Receives AIFA™ Designation
Firm Now Able to Assess Compliance to Centre for Fiduciary Excellence, LLC Standards. - September 04, 2011 - Guardian Capital Advisors
Michael Carr Joins National Gold Group's Writing Staff
National Gold Group's Michael Carr Adds an Intellectual Touch to Web Commentary - September 01, 2011 - National Gold Group
Legacy Family Office Moves to New Location
Legacy Family Office Moves to New Location in Estero - August 21, 2011 - Legacy Family Office
Global Wealth Capital Group Announces the Kick-Off of a Series of Life Settlement Seminars
Global Wealth Capital Group a leader in the life settlement industry. - August 21, 2011 - Global Wealth Capital Group
National Gold Group Launches New, More User-Friendly and Informative Website
National Gold Group's Website Gets an Overhaul - August 19, 2011 - National Gold Group
Free Help for Homeowners Workshop to be Held at Wild Horse Golf Club in Henderson on September 8th
Elysien Private Wealth & Real Property is conducting as part of its community outreach program a free Help For Homeowners Workshop that is geared towards providing valuable information by local trusted professionals to Nevada Homeowners who are in distress. The event will feature special guest speakers form the Southern Nevada community and will include local attorneys, tax professionals, real estate experts, investment and asset protection specialists. - August 16, 2011 - Elysien Private Wealth & Real Property
Legacy Family’s Surratt Elected Vice-Chair of Edison State College Foundation Board
Tamara L. Surratt, owner and President of Legacy Family Office in Estero, was recently elected vice-chairman of Edison State College Foundation’s board of directors. Ms. Surratt, a seasoned wealth advisor, has previously served two terms as the foundation’s Treasurer and Finance... - August 14, 2011 - Legacy Family Office
Erica Frye Joins Legacy Family Office
Legacy Family Office, a Florida based Multi-Family Wealth Office welcomes Erica M. Frye in her new position as Executive Assistant to the President Tamara Surratt. Prior to joining Legacy Family Office, Ms. Frye was the Executive Assistant and Office Manager for Wennsoft, an international software integration firm. - August 07, 2011 - Legacy Family Office
Stephen Johnson Named Financial Advisor for Las Vegas Chamber Of Commerce 401K Plan
Stephen Johnson has been named the financial advisor for the Las Vegas Chamber of Commerce 401(k) Plan. Johnson is branch manager of Raymond James Financial Services Inc. Member FINRA/SIPC, offices in Draper, Utah and Las Vegas. Johnson and his team manage approximately $300 million in assets in... - August 05, 2011 - Steve Johnson
Cedar Brook Financial Partner Celebrates 15th Anniversary as a Financial Planner
Mark Munday, Cedar Brook Partner, celebrates his 15th year developing comprehensive, customized financial plans for business executives, physicians, and families. - July 23, 2011 - Cedar Brook Financial Partners LLC
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
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
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
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 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
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
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
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.
Cedar Brook Financial Partner Craig Gabel Celebrates 20 Year Anniversary
Craig Gabel, a Partner at Cedar Brook Financial Partners, LLC, celebrates his 20 year anniversary in the financial services industry. - April 20, 2011 - Cedar Brook Financial Partners LLC
Moran, Kimura & Heising Receives Recognition in Los Angeles Magazine’s FIVE STAR: Best in Client Satisfaction Wealth Manager Listing
Moran, Kimura & Heising is proud to announce that Rich Moran, CFP® was listed in Los Angeles Magazine’s 2011 FIVE STAR: Best in Client Satisfaction Wealth Manager listing. Mr. Moran is a Partner in Moran, Kimura & Heising, with offices in Torrance and Rolling Hills Estates. The... - April 19, 2011 - Moran, Kimura & Heising LLC
Ailant Finance Capital Markets (AFC Markets) and Shanghai Capital Partners Launch Private Equity Fund to Invest $175 Million in Chinese Tech Start-Ups
AFC Markets today announced the launch of the first $175 million AFCM BRIC Technology Fund. This fund is the first in the BRIC region from Ailant Finance, and in the near future there will be others launched to invest in Brazil, Russia, and India. - April 18, 2011 - Ailant Finance SA
Cedar Brook Financial Partner Richard Anderson Celebrates His 35 Year Anniversary
Cleveland financial planner, Richard Anderson, has developed hundreds of customized retirement plans since 1976. He specializes in creating financial plans for physicians, privately held business owners, corporate executives, and families. - April 15, 2011 - Cedar Brook Financial Partners LLC
Portfolio Evaluations, Inc. (PEI) to Speak at the PSCA 2011 East Coast Regional Conference
On April 20, Senior Consultant, David Hudak will speak at PSCA’s 2011 East Coast Regional Conference in Philadelphia, PA. David’s scheduled topic to discuss is, “What You May Not Know About Your Investment Advisor.” He will address the importance of knowing the various types... - April 10, 2011 - Portfolio Evaluations, Inc.
Former Moss Adams Wealth Advisors COO/CIO Mark Jaeger Joins Appropriate Balance
Appropriate Balance Financial Services, Inc. (ABFS) is pleased to announce that Mark Jaeger, CFP®, ChFC®, AIF® has joined the firm as its Chief Operating Officer and Chief Compliance Officer. In this role, Mr. Jaeger will be responsible for practice management, technology, finance and... - March 17, 2011 - Appropriate Balance Financial Services, Inc.
Portfolio Evaluations, Inc. (PEI) to Moderate at the 2011 Pensions & Investments Annual East Coast Defined Contribution Conference
On March 13, Senior Consultant, Fred Stewart will be moderating a round table discussion at the 2011 Pensions & Investments Annual East Coast Defined Contribution Conference in Miami, FL. The round table will feature a discussion on large plans ($1 billion or more in assets). Round table... - March 16, 2011 - Portfolio Evaluations, Inc.
Epitome Global Services Names Kim Wales as New CEO
Epitome Global Services, a leading global administrator for the hedge fund and alternative asset management industry, today announced that effective immediately, Kim Wales, has been named Chief Executive Officer to lead Epitome into the next growth phase. Wales succeeds Raju Panjwani,... - March 12, 2011 - Epitome Global Services
Cedar Brook Partner, Frank Legan, Earns FINRA Series 31 License
Cedar Brook Financial Partners, one of Cleveland's largest independent wealth management firm's Partner, Frank Legan, earns a Series 31 License. - March 10, 2011 - Cedar Brook Financial Partners LLC
National Gold Group Attends the Bright Lights Benefit Gala for Postpartum Support International
NGG Donates to Postpartum Support International and Attends Their Charity Event in Los Angeles - March 09, 2011 - National Gold Group
Cedar Brook Financial Partners Doubles Donation to American Heart Association's Go Red for Women Campaign
Cedar Brook Financial Partners, one of Northeast OH's largest independent wealth management firms, sponsored a firm-wide program to raise donations for the American Heart Association's Go Red for Women Campaign. - February 25, 2011 - Cedar Brook Financial Partners LLC
Ailant Finance Capital Markets Offers Clients Participation in the Facebook Mania
"If you want to invest in Facebook, and you are a high net worth individual, there are some ways to do it," according to Ferdinand Aracon, PR manager of Ailant Finance Capital Markets. - February 23, 2011 - Ailant Finance SA
National Gold Group Launches a Very Impactful Radio Campaign in Louisville, KY
NGG Receives a Phenomenal Response After Radio Campaign Emphasizing the Importance of a Diversified Portfolio. - February 16, 2011 - National Gold Group