Recent Headlines
Lance Futures Introduces Multi-Advisors Managed Futures Fund
Lance Futures is now ready to accept Multi-Advisors Managed Futures Fund as it recently launched its new trading service designed for alternative investment funds. - October 05, 2010 - Lance Futures
Cedar Brook Welcomes Anthony Podojil, PH.D.
Anthony Podojil, Ph.D., formerly the Superintendant of the West Geauga, OH, local schools joined Cedar Brook Financial as an Associate. - October 02, 2010 - Cedar Brook Financial Partners LLC
Finance Executive Frank Legan Joins Cedar Brook Financial as Partner
Frank Legan, formerly with Merrill Lynch and National City/PNC Investments, has joined Cedar Brook Financial as a Partner. - October 02, 2010 - Cedar Brook Financial Partners LLC
Hidden Treasure? Cedar Brook Financial Hosts First Life Insurance Policy Roadshow
Cedar Brook, one the region's largest independent wealth management firms, has announced the first Life Insurance Roadshow, October 4 - 8, 2010, at their office in Cleveland, OH. Anyone 60 or older with a term or permanent life insurance policy valued at $250,000 or more is eligible to receive a free appraisal from an expert at Cedar Brook. - October 02, 2010 - Cedar Brook Financial Partners LLC
Westcore Capital Limited Discloses New Chairman for Private Client Group
Westcore Capital Limited has finally decided to reveal its replacement on the outgoing Chairman of the Private Client Group. After three months of waiting, Mr. Nicholas Hicks has been named as the new Chairman of the Private Client Group. - October 01, 2010 - Westcore Capital Limited
Lance Futures Outlines New Risk Management Platform for Institutional Investors and Investment Advisors
Lance Futures is now sketching a new, broader and wider- in- scope risk management platform that attempts to provide extensive choice of highly-developed analytical tools carefully designed for institutional investors and investment advisors. The new risk management platform will be used under alternative investment strategies database. - September 29, 2010 - Lance Futures
Westcore Capital Limited Portfolio Assessment Service Includes Metals and Agri-Products Commodities
Westcore Capital Limited, a top-rating international brokerage service provider, announced recently that it has included metals and agri-products commodities as additional to its Portfolio Assessment Service. The new addition to the commodities is considered as one of the major highlights of the firm’s continuing program to widen a comprehensive, autonomous evaluation services. - September 25, 2010 - Westcore Capital Limited
Lance Futures Releases New Risk Management Solution
To ensure relatively positive returns of every client’s portfolio, Lance Futures discloses today its new developed risk management solution, which is enhanced from the traditional services carried out by most of the Commodity trading Advisors or Money Managers. - September 25, 2010 - Lance Futures
Legacy Family Office Featured in International Business Magazine
Naples multi-family office Legacy Family Office was featured in ZILLION International, a business magazine for international enterprises. Founder and president Tamara Surratt was interviewed for the article and explains why multi-family offices are quickly becoming the wealth and family management... - September 23, 2010 - Legacy Family Office
Lance Futures Opens Door for Agricultural Commodities Trading
Lance Futures is happy to announce its new offering for Commodity trading, the brokerage service for agricultural products. - September 22, 2010 - Lance Futures
Westcore Capital Limited (WCL) Launches Hosted Resolution for Hedge Funds Trading
Westcore Capital Limited, has recently launched hosted resolution for hedge funds trading. The program aims to maximize the demand for brokerage trading services that are received within close immediacy as exchanges revealed that such are tremendously increasing. - September 21, 2010 - Westcore Capital Limited
Lance Futures Announces Reorganization in Senior Management for Energy and Commodities
Lance Futures, a top provider of brokerage services, including electronic execution and trading supports for international financial markets, announced reorganization of its Senior Management Team for Energy and Commodities. - September 17, 2010 - Lance Futures
Fiduciary Duty: What Does It Really Mean?
EL CAP Announces Release of In-Depth Report. - September 14, 2010 - EL CAP, Inc.
Lance Futures Bags the Best Online Broker Award in Europe
Lance Futures was recently awarded as Best Online Broker in Europe due to its never-ending commitment to brokerage related innovations. The award was given by a group of independent brokers and investors in Europe, the Broker Community. - September 14, 2010 - Lance Futures
Westcore Capital Limited Declares Commodity Trading Operations in Asia Pacific Region
Due to constant demands, the Westcore Capital Limited announced today its plans to put up the first ever commodity management office in Asia Pacific Region. The plan is part of the Westcore Capital Limited’s expansion, logistics, marketing and distribution and risk management services program within Asia pacific region, including Australia. - September 12, 2010 - Westcore Capital Limited
Westcore Capital Limited's Alternative Investment Strategy Fund Captivates Billion of Assets
Despite the ups and downs of the financial market industry, Westcore Capital Limited Alternative Investment Fund, focused on managed futures has attracted one billion in assets. - September 12, 2010 - Westcore Capital Limited
Westcore Capital Limited Names New Chairman of Risk Management Department
Mr. Alberto Larson, a trading expert, financial strategist and a veteran in the brokerage industry, is Westcore Capital Limited's new Risk Management Department Chairman. In his capacity, Mr. Larson has been an associated person registered with the Commodity Futures Trading Commission and a member of the National Futures Association. Mr. Larson is responsible on overseeing client’s strategy, hedge funds, managed futures funds, client-relations and sales. - September 12, 2010 - Westcore Capital Limited
Lance Futures Launches Manage Futures Fund with Transparency and Liquidity
Lance Futures has recently launched a new managed futures fund equipped with daily transparency with mark to market evaluation, weekly redemptions and subscriptions. - September 11, 2010 - Lance Futures
Lance Futures Launches Hedge and Managed Futures Funds
Two different accounts that utilize the expertise of Commodity Trading Advisors (CTAs), the managed futures funds and hedge funds can now be opened at Lance Futures, a leading commodity brokerage firm in Frankfurt, Germany. - September 10, 2010 - Lance Futures
Westcore Capital Limited Offers More Global Diversification Opportunities
From simple and basic trading services, now comes another milestone for Westcore Capital Limited as it unveils global diversification opportunities through its new yet proven effective multi-manager commodity strategies fund. - September 09, 2010 - Westcore Capital Limited
Westcore Capital Limited Opens International Online Trading Service for Australian Traders
Westcore Capital Limited has finally launched its integrated online trading services for Australian investors. The release of the new service for Australian traders was due to the continuous request from previous and current account holders from Australia. - September 05, 2010 - Westcore Capital Limited
Westcore Capital Limited is Set to Launch Managed Futures Products
Westcore Capital Limited, one of the finest brokerage service firms in the industry, is set to launch managed futures products and services that will cater to global cash and derivative markets through the Alternative Investment Strategy Division. - September 03, 2010 - Westcore Capital Limited
Surratt Attends Prestigious American Red Cross Summit
Tamara Surratt, founder and president of Legacy Family Office, attended the American Red Cross’ Tiffany Circle Summit in Washington, D.C. in May. Tiffany Circle members are women who support their local American Red Cross chapters with a minimum donation of $10,000 or more each year. The... - September 02, 2010 - Legacy Family Office
Westcore Capital Limited Introduces New and Innovative Trading Platform
Westcore Capital Limited is very confident to introduce its new direct-access trading platform exclusively offered for free for the firm’s clients and investors. - August 28, 2010 - Westcore Capital Limited
Bertrand Retirement Strategies in Oklahoma City Makes Top 3 in 2010 Readers’ Choice Awards
Bertrand Retirement Strategies makes top 3 in the Oklahoman’s Readers’ Choice Awards, competing against mid to large sized heavyweights in the Financial Advisors category. - August 28, 2010 - Bertrand Wealth Strategies
Westcore Capital Limited Keeps on Expanding Client Base Service; Hires Experienced Investment Analysts
Two Senior Investment Analysts and three senior staff members are added to Westcore Capital Limited as part of its mission of enhancing and expanding its client-based service. - August 28, 2010 - Westcore Capital Limited
Safeharbor Asset Management Included in the 2010 Financial Advisor Top RIA Ranking
Safeharbor Asset Management has been included in the 2010 Financial Advisor Top RIA Ranking. This is a coveted honor and a true testament of the firm's accomplishment and success this past year. The basis for the ranking is asset based and is not based on performance. - August 15, 2010 - Safeharbor Asset Management
Westcore Capital Limited Speaks on Trading Platinum at Germany Derivatives Market Forum
Westcore Capital Limited, a brokerage service provider based in Luxembourg Germany publicly shares the idea of including the high-priced metal Platinum on its list of traded commodities. The said idea was brought out during Derivatives Market Forum held on July 31, 2010. Mr. Kenneth Backer,... - August 11, 2010 - Westcore Capital Limited
H. Bradley Bertrand Gets off the SOFA to Build Financial Awareness
H. Bradley Bertrand of Bertrand Retirement Strategies recently joined the Society of Financial Awareness (SOFA), a non-profit organization comprised of financial professional volunteers, offering financial and health education to companies, small businesses, organizations and community groups. - August 01, 2010 - Bertrand Wealth Strategies
Taxyogi Rated Excellent for Online Tax Returns
Investment Yogi helps in managing finances, investments and taxes through services like financial planning, Investment, insurance, Tax planning, Retirement, budgeting and Financial software. - July 31, 2010 - InvestmentYogi
EL CAP Inc. - Redefining the Investment Process
Announces the Opening of Their Charlotte, Vermont Office - July 22, 2010 - EL CAP, Inc.
Freedom Growth Announces Self Directed IRA Investor Series Workshop in Santa Monica, CA
On July 10, 2010, Freedom Growth (www.FreedomGrowth.com) will be hosting a self-directed IRA investor series workshop with David Coe, founder, in Santa Monica, CA. - June 17, 2010 - Freedom Growth
netwealth Investments Enhances SMSF Integration
netwealth today announced the addition of a daily data feed from the netwealth Investment Wrap to BGL, a leading provider of SMSF accounting software. - June 01, 2010 - netwealth Investments
Ranger Financial Services Has Recently Set Up a New Division Specifically to Help Gulf Coast Businesses
Gulf Coast businesses are facing catastrophic losses due to the BP oil spill. Business owners must act quickly to avoid business failure, but they don't have a lot of options to fight against the deep pockets of BP. Ranger Financial Services has recently set up a new division specifically to help Gulf Coast businesses get compensated for the current and long term financial losses associated with the oil spill. - May 20, 2010 - Ranger Financial Services
Bertrand Retirement Strategies, LLC Offers Targeted Retirement Planning Solutions for Your Nest Egg
H. Bradley Bertrand helps individuals make the right financial decisions and build income streams that cannot be outlived; securing financial peace of mind during retirement. - May 07, 2010 - Bertrand Wealth Strategies
FreedomGrowth.com Launches New Investor-Focused Website
In an effort to support and educate investors on the power of self-directed IRAs, FreedomGrowth.com has launched a new investor-focused website. - May 07, 2010 - Freedom Growth
FreedomGrowth.com Receives a 2009 Constant Contact All-Star Award
Constant Contact recognizes Freedom Growth for commitment to best practices in email marketing. - April 28, 2010 - Freedom Growth
ROC Advisory Group Opens Office in SouthPark; Offers Free Financial Planning Workshops
A full-service financial planning firm specializing in helping individuals and businesses build and protect their financial security, has opened an office in the Rotunda Building in SouthPark. - April 28, 2010 - ROC Advisory Group
Sustainable Initiatives Help the Environment …and Bottom Line
Sustainability practices in buildings or buildings being developed are no longer chic alternatives; they are quickly becoming part of the fundamentals of real estate. MB Real Estate, a Chicago-based full-service commercial real estate company, is helping to lead the way in sustainability that benefits not only the environment, but also the pocketbooks of building owners and tenants. - April 08, 2010 - MB Real Estate
Bluestone America Enhances Its Legacy Charitable Gifting Program
Bluestone America introduces its Legacy Gifting Program which will provide its products and services which specify in financial strategies, philanthropic programs, and charitable gifting programs utilizing both traditional and alternative funded life insurance products. Bluestone America’s most commonly used programs are The Heritage Plus Program and The Legacy Builder Program. These programs offer clients a favorable new way to donate sizable gifts using life insurance. - April 03, 2010 - Bluestone America Inc.
Bluestone Wealth Management Appointed as Transamerica General Agency
Bluestone Wealth management has been selected by Transamerica as its general agency offering its financial services and products. The agreement will allow Bluestone to underwrite Transamerica’s insurance product line and was selected by Transamerica, in part, because of its existing charitable gifting programs and proprietary trust structures that are well aligned with Transamerica products. - March 27, 2010 - Bluestone America Inc.
Legacy Family Office Forms Alliance with CTC Consulting
Legacy Family Office, LLC, a Naples-based multi-family office has formed a strategic alliance with CTC Consulting, an investment consulting firm based in Portland, Ore. that advises on approximately $28 billion in assets for clients around the world. Through this alliance, Legacy Family Office... - March 21, 2010 - Legacy Family Office
Carillion Asset Management Invited to Present at Lithium Supply and Markets Conference in Las Vegas Jan. 26-28, 2010
Carillion Asset Management ( Carillion AM - http://www.carillion-am.com ) ), is pleased to announce that the annual Lithium Supply and Markets 2010 Conference has invited the Company to be a part of the conference. - March 21, 2010 - Carillion Asset Management
Charles Nam Announces Bluestone Wealth Management to be Incorporated as Part of Bluestone Preferred Wealth Center
Charles Nam, CEO of Bluestone America, announces the expansion of the Bluestone Preferred Wealth center to include Wealth Management & Insurance Services. Bluestone Wealth management was created in 2005 and offers financial services utilizing insurance products, asset allocation, alternative investments, and estate planning. - March 19, 2010 - Bluestone America Inc.
Hanz Potente, Research Analyst of Carillion Asset Management, Presents a Report on What Has Been Discussed on the Latest Las Vegas Lithium Conference, Jan/2010
Electric Cars are here, they will be on our roads soon. They will be powered by Lithium and automakers are unveiling model after model of EVs in recent months. Investment decisions in Electric Cars Value Chain will be driven by politics and Supply and Demand in a tightly controlled Lithium market space. Will Lithium market be under control of our "friends" from Bolivia, like oil is now under control of OPEC? Will it be controlled by 3-5 companies with lithium revenue as low as 8%? Read on... - March 18, 2010 - Carillion Asset Management
netwealth Investments Launches smart a New Modelling and Rebalancing Tool
Sophisticated Modelling and Rebalancing Technology gives financial planners the ability to automatically balance client accounts (individually or in bulk) allowing for investor-specific tax and investment rules, constraints and asset exclusions. - March 12, 2010 - netwealth Investments
Carillion Asset Management Talks Zinc at the Singapore Derivatives Market Forum
Addressing this year’s Singapore Derivatives Market Forum on behalf of Carillion Asset Management, Hanz Potente will be providing the firm’s outlook on Zinc. - March 11, 2010 - Carillion Asset Management
Bluestone America’s CEO, Charles Nam, Announces the Opening of Bluestone Holdings as Its Commercial Real Estate Brokerage Unit
Charles Nam anounces the opening of the Bluestone Holdings New Commercial Brokerage division to be part of the Bluestone Preferred Wealth Center. - March 09, 2010 - Bluestone America Inc.
Carillion Asset Management Announces Charity Donation Program
Carillion Asset Management has announced a staff-driven charitable donation program that will provide much needed funding to a variety of international charities - March 06, 2010 - Carillion Asset Management
William Soady Appointed as President of Bluestone America
William Soady has been appointed President of Bluestone America to provide additional project funding for asset based projects using high securitization methods. Mr. Soady brings over 30 years of experience working with Fortune 500 companies as well as other areas of finance and asset management including commercial real estate, insurance & annuities, banking & lending, management and marketing. - February 27, 2010 - Bluestone America Inc.