Recent Headlines
Santa Barbara Registered Investment Advisor Kip Lytel & RIA firm Montecito Capital Management Recognized as 2024 Global 100 Winner for Leading Financial Planner
The 2024 Global 100, consisting of only 100 of the World’s leading firms and individuals, awards Kip Lytel, CFA, as Leading Financial Planner in his leadership role at Montecito Capital Management. This is a testament to hard work, innovation, and commitment to excellence. Global 100 provides a comprehensive understanding of firms that are leaders in their area of specialization. - October 24, 2023 - Montecito Capital Management Group
FundFront Launches Leading Alternative Investment Platform
The platform offers financial advisors and their investors a carefully selected menu of alternative investment strategies that can be accessed directly from bank and brokerage accounts. - May 16, 2022 - FundFront Ltd
Santa Barbara-Based Investment Advisor Named Best Financial Advisor, Montecito Capital Management
Montecito Capital Management, and it founder Kipley Lytel, Ranked Top 22 Financial Advisors out of 903 RIA firms for 2022. Marking the 6th yearly consecutive selection in a row, Expertise’s Ranking lists Montecito Capital Management as “Best Financial Advisor in Los Angeles” for 2022. - February 17, 2022 - Montecito Capital Management Group
StockValu.com Announces Launch of New Equity Management Approach
StockValu.com announces the launch of its newsletter, ebook and soon-to-be available online software tool designed to enhance equity portfolio returns for institutions. We offer a fundamental valuation-based approach to portfolio returns based on the Founder's 15 year experience as an equity analyst in NYC. - November 09, 2021 - StockValu.com
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 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
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
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, 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
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
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)
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 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