Recent Headlines
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
Provident Capital Partners SA Aligns Brand with Corporate Name Change and Announces New Innovative Insurance-Linked Fund
Provident Capital Partners, a member of the Hope Family of Funds, announces strategic re-alignment of its global brand. Effective immediately, Provident Capital Partners will trade as Hope Asset Management SA. Theodore Petrara will continue in his role as CEO of Hope Asset Management SA. The Board of Directors and shareholders of Hope Funds SA and The Hope Foundation have elected to the name change to fully integrate the Hope family of funds into a single, global platform. - February 03, 2011 - Provident Capital Partners, LP
Cedar Brook Financial Partners Announces the Addition of Ryan Olds, CFP
Cedar Brook Financial Partners, one of the largest independent wealth management firms in Northeast Ohio, is pleased to announce that Ryan Olds, CFP, has joined the firm. - January 29, 2011 - Cedar Brook Financial Partners LLC
Portfolio Evaluations, Inc. (PEI) Gains New Talent
Portfolio Evaluations, Inc. experiences growth and gains new talent in its Dallas office. - January 23, 2011 - Portfolio Evaluations, Inc.
Investor Profile Offers a 50% Rebate on Annual Broker Fees for ISAs and Unit Trusts
Investor Profile has launched a New Year Sale with all new customers transferring their existing ISA and Unit Trust investments benefitting from a 50% annual broker fee rebate. - January 14, 2011 - Investor Profile
Cedar Brook Financial Partner Alan Yanowitz Celebrates 20 Year Anniversary
January marks 20th anniversary of Yanowitz' financial planning career. - January 07, 2011 - Cedar Brook Financial Partners LLC
Ailant Finance Capital Markets Acquires Investment Bank China Zhejiang Capital Group
Ailant Finance Capital Markets. announced today that it has acquired China Zhejiang Capital Group, one of the China’s middle market investment banking and advisory firms. Founded in 2003 by Zhang Wen Dong, China Zhejiang Capital Group employs 21 investment banking professionals with offices in Shanghai and Taipei. - December 28, 2010 - Ailant Finance SA
WealthTouch Recognized with Two XCelent Awards
Financial Services Industry Research and Analysis Firm Celent Recognizes WealthTouch for the Best Functionality and Best Service in the Client Reporting Market. - December 16, 2010 - WealthTouch
Provident Capital Partners Announces Innovative Life Settlement Bond Issue
Provident Capital Partners, L.P., a Swiss based institutional asset manager and hedge fund, has announced the issue of a USD300 Million Zero-Coupon Collateralized AA-rated Bond. Banking and insurance industry experts point to new, innovative structure as groundbreaking step in further linking the insurance industry and the global credit markets. - December 16, 2010 - Provident Capital Partners, LP
National Gold Group Announces 2010 Charitable Giving
NGG Sponsors Annual Charity Event for the Breast Cancer Research Foundation - December 15, 2010 - National Gold Group
Founding Principal of Cedar Brook Financial Partners Launches New Book
Cedar Brook Financial Partners Founding Principal, Howard Slater, Co-Authors book that provides financial planning tools for improved decision making. - December 09, 2010 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners Promotes Craig Gabel
Cedar Brook Financial Partners, one of the largest wealth management firms in Northeast Ohio, promotes 15-year industry veteran, Craig Gabel. - December 08, 2010 - Cedar Brook Financial Partners LLC
Daniel C. Green Joins WealthTouch as Managing Director of Sales and Solution Consulting for the Western US and Asia
Industry pioneer has a track record of building strong relationships with major investment advisors, family offices and private banks. - December 03, 2010 - WealthTouch
Ailant Finance Launches Global Futures Trading Platform
Ailant Finance is offering a direct market access (DMA) solution to help international investors access the global futures market. Through their subsidiaries and affiliates, customers will be able to send orders in FIX Protocol via our global network to dedicated futures brokers, and use different platforms. - November 15, 2010 - Ailant Finance SA
Ailant Finance SA to Launch Private Equity Fund
* $100 USD million in seed investment committed * Fund's focus to be on natural resources - November 05, 2010 - Ailant Finance SA
Joanne Frawley Joins the WealthTouch Leadership Team as Director of Portfolio Reporting Products
Industry Veteran to Continue WealthTouch’s Track Record of Reporting Innovation, Flexibility, and Data Integrity. - November 01, 2010 - WealthTouch
WealthTouch CEO Brings Key Private Banking Insights from the US and Europe to the Fastest-growing Asian Private Banking Sphere
CEO Norman Jones shared his industry and ultra-high net worth perspective as a keynote speaker at the 20th Private Banker International Wealth Summit in Singapore - October 24, 2010 - WealthTouch
Lance Futures’ First Online Commodity Futures Trading Soon to Operate in Singapore, Hong Kong and China
After years of service to countries like Canada, Germany, Australia and Switzerland, now the Lance Futures is set to serve countries in Asia like Singapore, Hong Kong and China through its online commodity futures trading. - October 16, 2010 - Lance Futures
The Lance Futures is One of the Fastest Rising Brokerage Service Firm, Investors Claim
In a recent survey conducted by professional investors, Lance Futures was ranked at no. 20 from among the hundred brokerage firms in Germany. The Lance Futures has 1.3 Billion combined capitals in the annual ranking. - October 14, 2010 - Lance Futures
Westcore Capital Limited Reduces Fees for Futures Commissions
Westcore Capital Limited, one of the most competitive brokerage service firms in Luxembourg, has recently released its new reduced futures commission structures that provide active investors and traders with simply reduced exchange product fees and discounts for volume trades. - October 12, 2010 - Westcore Capital Limited
Lance Futures Releases New and Innovative Trading Platform for Futures and Forex Trading
A new and innovative trading platform was released by Lance Futures in order to provide access to various electronic points of some futures markets in the world. With this new trading platform traders are allowed to utilize the worldwide web to access their current and active accounts to properly place, keep orders, get hold of the condition of their active orders, verify balances, see current positions, verify filled trades and recover quotes. - October 08, 2010 - Lance Futures
AttisCorp Financial Group in Moncton, NB Providing Financial Services Expands Its Team
AttisCorp Financial Group, a leading full service financial planning advisory practice in Atlantic Canada, announced today that it has added a group health and dental specialist to its ranks. - October 08, 2010 - Attis Corp Financial Group Inc.
Helen Sipsas is Awarded Certified Financial Planner™ Designation
Helen Sipsas, MBA, CFP®, a Managing Principal of Peak Wealth Advisors with offices in San Luis Obispo, CA and Pasadena, CA has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, Certified Financial Planner™ and CFP... - October 06, 2010 - Peak Wealth Advisors