Recent Headlines
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
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
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
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
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
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 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
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