JC Rothchild General - India as Global Manufacturing Hub

JC Rothchild General says the pandemic has revealed flaws in Global Value Chains which has exposed a window of opportunity for India to claim dominance over the global manufacturing sector. - August 19, 2021 - JC Rothchild General

JC Rothchild General - EU Economic Outlook Brightens

JC Rothchild General says the Eurozone economic outlook is shaping up, following improved forecasts by the European Commission, which position the economy to return to pre-COVID levels in the final quarter of 2021 – a quarter earlier than initially anticipated – providing ripe opportunities for investors. - July 23, 2021 - JC Rothchild General

JC Rothchild General - NZ Economic Recovery Stronger Than Expected

Better than expected Q1 growth could prompt RBNZ to hike interest rates sooner, say economists at JC Rothchild General. - June 22, 2021 - JC Rothchild General

PK Dryden Associates - Australia and UK Agree to Free Trade Deal

In a win for jobs, free trade and businesses, the UK and Australia have agreed to Britain’s first free trade agreement since Brexit. - June 18, 2021 - PK Dryden Associates

JC Rothchild General - Australian Job Market Strengthens

Australian job market recovers well but RBA still inclined to hold interest rates steady say analysts at JC Rothchild General. - May 27, 2021 - JC Rothchild General

The Nathan Agencies Become Livictus Financial Services

The Nathan Agencies Become Livictus Financial Services

The Nathan Agencies proudly announces its new name, Livictus Financial Services. The Nathan Agencies, a premier financial planning firm in Western Massachusetts, is changing its name to Livictus Financial Services. Christian Sulmasy, Owner of Livictus, stated, “We are excited about our... - May 25, 2021 - Livictus Financial Services

Schwartz Republic Advisory Has Generated Just Over 240 Million Euros for Its Second Global Infrastructure Fund

Schwartz Republic Advisory has generated just over 240 Million Euros, seven months since the fund’s first close in October 2020. “We are very fortunate to have the support and trust that comes from a close relationship with our partners and new investors alike,” said Henrik... - May 15, 2021 - Schwartz Republic Advisory

Schwartz Republic Advisory Are Pleased to Inform You They Have Appointed Geoffrey Eton to Run Their Fast Growing Asia Pacific Sector

Geoffrey Eton is a highly qualified finance officer, with an impressive career in heading up the financial sector. Before joining Schwartz Republic Advisory, he spent five years as Custody Operations Manager at Industrial & Commercial Bank of China, where he was Division of Corporation Finance Chief Finance Officer, with a team of 20 staff. responsible for managing corporate clients and institutional clients across China, Europe and America. - May 03, 2021 - Schwartz Republic Advisory

JC Rothchild General: Australia’s COVID Win Boosts Economy

Australia’s management of the coronavirus health crisis has enabled its economy to recovery more quickly after a less severe contraction than its peers. - April 30, 2021 - JC Rothchild General

SimplyBiz Appoints Hoxton Capital Management to Pension Transfer Bureau

SimplyBiz has announced the appointment of Hoxton Capital Management to its DB pension transfer referral bureau panel. Hoxton, through its global companies and network, offers an international service, meaning it is able to conduct cases for clients not only in the UK, but also the EU, US,... - April 28, 2021 - Hoxton Capital Management

Schwartz Republic Advisory Opening Offices in Hong Kong to Serve Investors and Wealth Managers in Rapidly Growing Asia Pacific Regions

Schwartz Republic Advisory, a globally active brokerage firm, announced they are opening an office in Hong Kong. With the addition of Prague, the global brokerage firm now has two entities around the globe in Europe and Hong Kong serving over two hundred and fifty thousand client accounts in more than 170 countries. - April 28, 2021 - Schwartz Republic Advisory

Hoxton Capital Management Surpasses GBP 500 Million (USD 691 Million) in Assets Under Management

The milestone comes less than 3 years since the firm’s initial launch in April 2018. - March 10, 2021 - Hoxton Capital Management

Does Money Buy Happiness? No. But, Structured Financial Plans May Result in a Stress-Free Life - Hoxton Capital Management Study

Statistically, people who have financial plans in place are less stressed than those who do not have any detailed financial plans. - February 25, 2021 - Hoxton Capital Management

Santa Barbara Investment Advisor, Kipley Lytel, Best Financial Advisor in 2021 Expertise Ratings

For the fourth year in a row, Montecito Capital Management’s owner, Kipley Lytel CFA, has made the Top 22 Advisor List of Financial Advisors out of a field of 900 financial peer advisors. - January 22, 2021 - Montecito Capital Management Group

Local Santa Barbara Investment Advisor, Kipley Lytel CFA Awarded "Wealth & Finance Elite 2021"

RIA Founder of Montecito Capital Management, Kipley J. Lytel CFA, recognized as “Best Wealth Manager 2021” by Corp Today for Southern California region. - December 28, 2020 - Montecito Capital Management Group

Kipley Lytel’s Investment Firm Recognized as Region’s Top 20 Financial Advisors

Expertise Ranked Kipley J. Lytel and Montecito Capital Management as Top 20 Regional Financial Advisors for 2020. - March 13, 2020 - Montecito Capital Management Group

Equity Consortium Agrees to Acquire Stakes in New York's Astoria Energy Facilities

A consortium of equity investors including APG, MEAG (Munich Re’s asset manager acting for investors from within Munich Re Group), and Clal Insurance Company, alongside other US institutional investors have agreed to acquire 100% of Astoria Energy I and a 55% interest in Astoria Energy II. - January 18, 2020 - APG Asset Management US Inc.

Appointment of Board Director, Quantgate Systems Inc.

Quantgate Systems Inc., (“Quantgate” or the “Company”) a technology company that develops retail and institutional fintech products and services, announces today that it has appointed Michel Lebeuf as a member of the board. Serving as corporate secretary and Chief Legal Officer. - November 16, 2019 - QuantGate Systems Inc.

Epcylon Technologies Inc. Changes Its Name to QuantGate Systems Inc.

Epcylon Technologies Inc, (OTC PINK: PRFC) (“Epcylon” or the “Company”) a technology company that develops retail and institutional fintech products and services, announces today that it has registered for a name change to QuantGate Systems Inc. The name change for trading purposes will take effect after approval by the Financial Industry Regulatory Authority (FINRA). The Company will file shortly with FINRA for such approval. - November 09, 2019 - QuantGate Systems Inc.

Kipley Lytel’s Advisory Firm Ranked Top 20 Financial Advisors Out of 897 for 2019

Montecito Capital Management Group and its Founder, Kipley J. Lytel, CFA are honored to have again been ranked in the Top 20 Financial Advisors List for the year of 2019 particularly given the depth of 897 candidates considered. - July 03, 2019 - Montecito Capital Management Group

Kipley Lytel & Montecito Capital Management Awarded 2019 Wealth Management Firm of the Year for Southern California

Wealth & Finance magazine have announced Montecito Capital Management, and its Founder Kipley J. Lytel, Winners of the 2019 Wealth & Money Management Award for Southern California. - June 21, 2019 - Montecito Capital Management Group

The Global AI Company Rally is Continuing: +30,02% in Q1/2019. What’s Next in AI?

The expert members of the AI-42 Index Rebalancing Committee Meeting got together and conducted the quarterly review of the AI-42 INDEX™ constituents; discussed the latest Artificial Intelligence trends and shared market insights from their delegation visit to China. - May 11, 2019 - AI-42 Market Intelligence Ltd.

Roosevelt Investments Acquires Value Architects Asset Management and Blueprint Financial Planning

The Roosevelt Investment Group, Inc. (Roosevelt Investments), a New York City based investment advisory firm, announced today its acquisition of Value Architects Asset Management, LLC (VAAM), and its affiliate, Blueprint Financial Planning, LLC, both of Hoboken, New Jersey. VAAM and Blueprint have been providing financial planning and investment management services to both individuals and institutions since 2001. - October 02, 2018 - Roosevelt Investments

Russell Hill, CEO of Ellwood Associates, Announces Retirement in 2019

Russell Hill, CEO of Ellwood Associates, Announces Retirement in 2019

Russell Hill, longtime CEO of Chicago-based investment consulting firm Ellwood Associates, has announced that he will retire from the firm in February 2019. Hill will remain with the firm as chairman of the board of directors. Hill has served as CEO of Ellwood since 2004. Under his leadership, the... - July 25, 2018 - Ellwood Associates

Kipley Lytel & Montecito Capital Management Awarded by Wealth & Money Management for Best Wealth Management Practice in 2018

Montecito Capital Management Group and its founder, Kipley J. Lytel, CFA are winners of the 2018 Wealth & Money Management Award for Best Wealth Management Practice in Southern California. The awards are presented by Wealth & Finance magazine. - July 09, 2018 - Montecito Capital Management Group

Dimensions Network Token Sale Commencing 12 August 2018 - Cryptocurrency Trading for the Next Generation

Dimensions Network Token Sale Commencing 12 August 2018 - Cryptocurrency Trading for the Next Generation

Built specifically for the fast expanding cryptocurrency markets, Dimensions Network is a fully scalable and full-featured trading platform bringing all the best features together in one place. In addition to regular trading, the platform will feature advanced trading features such as Options and Futures trading as well as an industry first Exchange Aggregator. - July 01, 2018 - Dimensions Network

THK Securities Ltd. Was Honored at 2018 Hong Kong Fund Awards

THK Securities provides a broad range of wealth management and investment products and services to more than 2000 customers and conducts business through three operating groups: Stock Investment, Corporate Bonds and Overseas Property. - May 09, 2018 - THK Securities

Explosive Growth of Crypto Funds Continues in 2018

Despite Falling Prices and Regulatory Hurdles, Hedge Funds & Venture Capital Launch Cryptocurrency Investment Funds at Record Pace - April 27, 2018 - Crypto Fund Research

Mark Shore Joins Coquest Advisors as Director of Educational Research

Dallas-based Coquest Inc., one of the largest independent introducing brokers in the U.S. derivatives markets, announced today that Mark Shore has joined its Coquest Advisors LLC as Director of Educational Research. Mr. Shore will be responsible for developing educational materials, workshops and... - February 22, 2018 - Coquest Inc.

Kipley Lytel & Montecito Capital Management Ranked Top 20 Financial Advisors Out of 898 for 2018

Kipley Lytel & Montecito Capital Management Ranked Top 20 Financial Advisors Out of 898 for 2018

For the second year in a row, Expertise has selected Montecito Capital Management Group & its Founder, Kipley J. Lytel, CFA as the Top 20 Financial Advisors in Los Angeles after completing a comprehensive and thorough rating evaluation of 898 advisors in Los Angeles, California - February 15, 2018 - Montecito Capital Management Group

Trifecta Capital Provides Venture Debt to Cashify

Trifecta Capital today announced that it has provided Rs. 6 crores of venture debt to Manak Waste Management Pvt. Ltd. which owns and operates the online used phone portal Cashify.in. The funds will be used to meet the growing working capital requirements of the Company. “Our business is... - February 14, 2018 - Trifecta Capital

Sector Arc Advisors Wins Coquest's 2017 CTA Challenge

In a year-long contest, Sector Arc Advisors, a Chicago-based commodity trading advisor, won first in Coquest's CTA Challenge, beating out 35 other CTAs. - January 21, 2018 - Coquest Inc.

Seamans Capital Management Hires Operations Professional

Seamans Capital Management is expanding it's Boston-based operations team with the hiring of Suzanne Matulis. - December 21, 2017 - Seamans Capital Management

Seamans Capital Management Hires Portfolio Manager Expanding the Firm’s Investment Team

Seamans Capital Management (SCM) is pleased to announce that Robert N. Cunjak has joined our investment team this month. Mr. Cunjak was previously at Sankaty Advisors (now Bain Capital Credit), where he was a Portfolio Manager, Managing Director, and Head of the Energy Team. Mr. Cunjak also... - December 17, 2017 - Seamans Capital Management

John M. Sklencar, RFC - Best Financial Advisor for Physicians and Dentists (as Featured in Medical Economics and Dental Practice News)

John M. Sklencar, RFC - Best Financial Advisor for Physicians and Dentists (as Featured in Medical Economics and Dental Practice News)

Local Financial Advisor Attends Advisor Group's ConnectED 2017 National conference. - November 08, 2017 - Physicians Private Client Group

Stratim Capital Announces First Closing of Stratim Cloud Fund, LP

Stratim Capital, a late-stage venture fund focused secondary-direct investing, has announced the first closing and initial investments of the Stratim Cloud Fund. Initial investments in the late stage fund focused on cloud infrastructure providers include MongoDB and Mirantis. - October 18, 2017 - Stratim Capital

AQMetrics Attains ISO 27001 Certification

RegTech company, AQMetrics announce its successful achievement of the International Organization for Standardization’s prestigious ISO 27001 certification. - September 13, 2017 - AQMetrics

PEI Welcomes New Director to the Team

Portfolio Evaluations, Inc. (PEI), an institutional investment and retirement plan consulting firm, announces the addition of Jennifer Putney to the team. Jennifer joins PEI in a leadership role as Director of Retirement Plans Consulting, where she will oversee the firm’s service provider... - August 12, 2017 - Portfolio Evaluations, Inc.

INTAC Announces Its ASPPA Certification Renewal for Retirement Plan Service Provider Excellence

Intac Actuarial Services, Inc. earns it's CEFEX (Centre for Fiduciary Excellence) certification renewal for the fifth consecutive year. - July 21, 2017 - Intac Actuarial Services, Inc.

Warrington Asset Management Wins Pinnacle Award’s 5-Year Best Options Strategy

Warrington Asset's Strategic Trading Program won the Pinnacle Award's Best Options Strategy for 5-years, only 18 months after separating from Morgan Stanley to go on its own. - July 14, 2017 - Warrington Asset Management

Montecito Capital Management Group & Founder, Kipley Lytel, Recognized as Top 20 Financial Advisors in Los Angeles, California

Expertise recently completed a comprehensive rating evaluation of 898 advisors in Los Angeles, California and selected Montecito Capital Management Group & its Founder, Kipley J. Lytel, CFA as the Top 20 Financial Advisors in LA. - May 17, 2017 - Montecito Capital Management Group

Jenny Hammond Joins Asset TV

Asset TV, the worldwide leader in financial and investment video, has further extended its editorial and content resources with the arrival of Jenny Hammond as its latest presenter and producer. Jenny joins Mark Colegate to become one of the faces of Asset TV in the UK. Jenny who has worked as a... - April 24, 2017 - Asset TV UK

Matt Kavanagh - Notre Dame All American - Joins Greywolf Execution Partners

Matt Kavanagh - Notre Dame All American - Joins Greywolf Execution Partners

Matt Kavanagh was one of the captains of the team that anchored the Notre Dame offense to the National Championship game in 2014 and the Final Four in 2015. In his new capacity, Kavanagh will focus on business development and sales working with endowment officers, hedge fund and institutional asset managers throughout North America. - September 15, 2016 - Greywolf Execution Partners

Robert P. Finley of Virtue Asset Management Accepted for Membership in the National Association of Personal Financial Advisors (NAPFA)

Robert P. Finley of Virtue Asset Management in Barrington, IL as been accepted for membership in the National Association of Personal Financial Advisors (NAPFA). Robert Finley is a CFA® charterholder and a Certified Financial Planner™ certificant with 14 years of experience. Robert most... - August 28, 2016 - Virtue Asset Management

Launching of Virtue Asset Management

Robert Finley CFA, CFP®, former Senior Portfolio Manager of $375 million in assets for high net worth individuals, has launched Virtue Asset Management. An independent asset management company. - July 28, 2016 - Virtue Asset Management

Investors Rush to Reserve Their Place in the First Crowdfunded Silicon Valley Venture Fund

KXTER reservations cross $1 million threshold – Crowdfunder now closed – WeFunder round still open. - July 13, 2016 - KXTER INC.

KXTER.com Venture Fund Now Available on WeFunder

World's Leading Crowdfunded Silicon Valley Venture Fund Now Available to Everyone - July 13, 2016 - KXTER INC.

McElhenny Sheffield Capital Management Announces Succession Plan Partnership with Spar Investment Counsel

As part of their continuing commitment to clients regarding sustainability and longevity of their successful execution of client investment objectives, McElhenny Sheffield Capital Management (MSCM) is pleased to announce that the Spar Investment Counsel team has joined the firm. - May 13, 2016 - McElhenny Sheffield Capital Management

Local Social Security Consultant Explains Bipartisan Budget Act’s Changes to Social Security

New Social Security Claim Options can be Confusing for the Layman - April 02, 2016 - RMH Advisors, LLC

Absolute Capital Launches Two New Mutual Funds

Absolute Capital Launches Two New Mutual Funds

Absolute Capital has launched two new mutual funds which offer active management in response to changing market conditions. The strategies provide for market participation with a focus on risk management. The Absolute Capital Asset Allocator Fund and Absolute Capital Defender Fund are managed by... - January 25, 2016 - Absolute Capital Portfolio Management Group

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