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Local Financial Advisor Attends Advisor Group's ConnectED 2017 National conference. - November 08, 2017 - Physicians Private Client Group
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
RegTech company, AQMetrics announce its successful achievement of the International Organization for Standardization’s prestigious ISO 27001 certification. - September 13, 2017 - AQMetrics
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 research,... - August 12, 2017 - Portfolio Evaluations, Inc.
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'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
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
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 news... - April 24, 2017 - Asset TV UK
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 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 recently... - August 28, 2016 - 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
KXTER reservations cross $1 million threshold – Crowdfunder now closed – WeFunder round still open. - July 13, 2016 - KXTER INC.
World's Leading Crowdfunded Silicon Valley Venture Fund Now Available to Everyone - July 13, 2016 - KXTER INC.
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
New Social Security Claim Options can be Confusing for the Layman - April 02, 2016 - RMH Advisors, LLC
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 the... - January 25, 2016 - Absolute Capital Portfolio Management Group
Absolute Capital has now been ranked as one of America’s fastest growing companies for five years in a row.
Brian Osborn, Managing Director at Absolute Capital states “We are extremely proud to achieve these honors. It is a direct reflection of our team’s abilities and the confidence... - January 11, 2016 - Absolute Capital Portfolio Management Group
Coquest Advisors, a division of Dallas-based Coquest, Inc, one of the largest independent introducing brokers in the United States, has been launched under the leadership of former Altegris exec Max Eagye to use the firm's new research and due diligence arm to find the best commodity trading advisors for client portfolios. - September 25, 2015 - Coquest Inc.
Long-term and efficient exposure to volatility can help investors make the best of varying market cycles explains the Hong Kong based advisory firm. - August 23, 2015 - Meridian Capital Management
With receding global risks, the need for strategic investment to maximise profits, is on the rise. Meridian Capital Management, a Hong Kong based wealth management firm, has recently introduced an Investor’s Guide to help financial advisors, market analysts and clients focus on returning back to... - August 23, 2015 - Meridian Capital Management
Falling oil prices might have caused a general upheaval in the global economy but this could actually mean better opportunities for income smart investors. - August 23, 2015 - Meridian Capital Management
The CTA Challenge is a year-long real time trading contest that tests the grit of commodity trading advisors against their peers. This year's CTA Challenge, hosted by Coquest Inc., is in its final stretch but is too close to call with a strong competitive slate of traders taking part. - August 22, 2015 - Coquest Inc.
Meridian Capital Management announces introduction of Global Macro Hedge Fund for this era’s risk averse global investors, as a part of anniversary celebrations. - August 21, 2015 - Meridian Capital Management
Meridian Capital Management the Hong Kong based investment advisory firm is breaking new grounds by expanding their risk management profile to revolutionize their market presence. - August 21, 2015 - Meridian Capital Management
Meridian Capital Management’s Steven Haines announces he will be the key speaker at Hong Kong’s 2016 Small Business Leadership Forum. - August 21, 2015 - Meridian Capital Management
Meridian Capital Management announces the participation of their team in the anticipated "Emerging Markets Forum 2015" to be held in Hong Kong late 2015. - August 19, 2015 - Meridian Capital Management
A recently conducted survey by Meridian Capital Management displays a confident outlook for market growth. - August 15, 2015 - Meridian Capital Management
Meridian Capital Management the Hong Kong based investment brokerage is making headway with the firm's efforts to expand its personal solutions advisory service. - August 15, 2015 - Meridian Capital Management
Meridian Capital Management, the Hong Kong based investment firm, is pleased to introduce two new execution algorithms to meet the growing demand for its Futures trading arm. The latest update to their trading software release includes new algorithms, which can now be used to achieve a broader set of... - August 15, 2015 - Meridian Capital Management
Timothy Bass joins the Hong Kong based investment brokerage as chief data officer. - August 15, 2015 - Meridian Capital Management
TrueFinancial™ Technologies, Inc. has been contracted by TiE Global to build a complete mobile solution using their TrueNative™ Platform. TiE Global is the world’s largest entrepreneurial network with 13,000 members across 60 chapters in 18 countries. TrueFinancial™ Technologies specializes in building native mobile apps for investor relations and business communications covering Apple, Android and Windows. - August 13, 2015 - TrueFinancial Technologies
Ryan Hart, CFA, CAIA, joined Coquest Inc. as Director of Research and portfolio manager. Formerly with Altegris Advisors, Mr. Hart will find and perform due diligence on new managers to add to Coquest client portfolios. - July 23, 2015 - Coquest Inc.
Coral Gables Asset Management has hired Ms. Elizabeth Fugler as CGAM’s Director of Business Development and Client Service. In her new role, Elizabeth has senior responsibility for the firm’s business development and client service group. She brings over 15 years of experience in institutional... - July 02, 2015 - Coral Gables Asset Management
TrueFinancial Technologies emerges from stealth mode with a full suite of investor relations and business communications mobile apps. Besides being the most innovative company in the space covering 100% of the market place in a native environment sets TrueFinancial apart. - June 10, 2015 - TrueFinancial Technologies
Chinese markets fluctuate, as investors weigh up next move. - May 29, 2015 - Norbert Mach
Warrington Asset Management has separated from Morgan Stanley and is now open to new clients. Headed by Texan Scott Kimple, Warrington has an 18-year track record, with an average compounded return of 11%. - May 03, 2015 - Warrington Asset Management
Crenshaw Asset Management announces the public release of the firms "United States Oil Market Trading Report 2015." - April 30, 2015 - Crenshaw Asset Management
Fund introduces quantitative strategies based on geographical information dispersion and industry-level political sensitivity. - March 23, 2015 - Coral Gables Asset Management
Crenshaw Asset Management has announced that the company will be heading the UK Commodity Derivatives Expo in June 2015. - March 05, 2015 - Crenshaw Asset Management
ETFGI’s new research finds overall net new asset (NNA) flows in January were US$12.2 Bn. Net inflows of US$13.3 Bn into fixed income products and US$5.2 Bn of net inflows into commodity ETFs/ETPs globally ranked as the third largest months on record for both asset classes, while equity ETFs/ETPs... - February 27, 2015 - ETFGI
Haugen Systems has produced and tested its first Emerging Markets version of the Haugen Expected Return Factor Model covering Central Asia, which includes China, India and Taiwan. Backtests of 7046 companies in the Central Asian region show returns of 45.8% in excess of the regional benchmark and 45.4% in excess of the S&P for the 15 year period ending December 31, 2014. - February 10, 2015 - Haugen Custom Financial Systems
Awards Gala to be held at the Rainbow Room of 30 Rockefeller Plaza - January 23, 2015 - Financial Technologies Forum
Connorex-Lucinda, LLC an institutional aggregator of single family rentals has brought on two senior professionals. Conrad Langenegger, Managing Director and Chief Operating Officer and John Halasz, Managing Director and Head of Capital Formation, Marketing and Investor Relations as it continues to expand its core business. - January 12, 2015 - Connorex Lucinda, LLC
An announcement from Steven Rinehart today confirms that several new UDRP domain name disputes were successfully won. - October 17, 2014 - Steven Rinehart - Utah Patent Attorney
In an announcement from Steven Rinehart today, he has helped several clients to obtain new patents for everything from electronic components to fuel technologies. - October 16, 2014 - Steven Rinehart - Utah Patent Attorney
As more and more Millennials eschew traditional financial planners to go it alone or use computer-based algorthims, Kevin Newton of Newton Impact Group LLC offers a way for financial planners to make real inroads with this demographic. - August 27, 2014 - Newton Impact Group
17th fastest growing RIA firm in the country based on an annual survey from Financial Advisor Magazine. - July 17, 2014 - ERISA Fiduciary Advisors, Inc.
Global Trust Depository has just announced that the firm is now offering Paymaster Services in addition to their current services including Safe Keeping Receipts, Authentication Reports, Fiduciary Services and more.
Paymaster Services are best suited for clients that need assistance with receiving funds... - May 28, 2014 - Global Trust Depository
"IRAs are taking center stage (making up over 25% of total retirement savings nationwide)," Ed Slott expressed from his semi-annual Elite IRA Advisor GroupSM training program. - May 21, 2014 - RMH Advisors, LLC
Global Trust Depository has just announced that the service is now taking new clients for safekeeping receipts. Global Trust Depository can accept almost any kind of valuable assets for safekeeping purposes. The service contracts out with local bank vaults for storage facilities and can issue a safekeeping... - April 23, 2014 - Global Trust Depository