Recent Headlines
Platinum Benefit Planning Launches New Information Website in Response to the Cost of Medicaid Nursing Home Care Planning- Eligibility and Asset Protection
Platinum Benefit Planning launches its new informational website showing, once again, its commitment to helping families get educated and gain government and nursing home benefits. Certain types of assets are not considered when determining whether an applicant meets the asset requirements for Medicaid eligibility. - November 25, 2012 - Platinum Benefit Planning
Wall Street Firm Steps Up to Plate on Veteran’s Day; Mischler Financial Group to Contribute November Profits to Wounded Warrior Project
Mischler Financial Group, Inc., the securities industry’s oldest and largest Service Disabled Veterans Business Enterprise, has announced that it will be contributing 10% of the firm’s November profits to the Wounded Warrior Project; the leading non-profit dedicated to creating jobs and improving the circumstances of the thousands of men and women who risked their lives and became physically disabled while serving in our country’s Armed Forces. - November 09, 2012 - Mischler Financial Group, Inc.
Global Trust Depository Announces Update of Services & Website
Global Trust Depository, established in 1979, is in the business of providing Authentication Reports, Safekeeping Receipts, Blocked Asset Letters. They act as a Third Party Holder of Assets in valuable asset transactions including sales, leases, trades and lending situations. Now to better serve... - October 28, 2012 - Global Trust Depository
CAPTRUST Expands in Another Top Retirement Market
Firm’s growth steady with the opening of its newest office in Manhattan. - October 25, 2012 - CAPTRUST
CAPTRUST Launches Website for Nonqualified Plan Sponsors
CAPTRUST, the nation’s leading independent, fee-based, retirement consulting firm, announces the launch of www.captrustnonqualified.com, a website that offers an objective and holistic perspective on best practices for nonqualified deferred compensation plans. The website offers a concise... - September 14, 2012 - CAPTRUST
Roxem Assets Increases Like on Like Rentals in the First Half of 2012
Roxem Assets GmbH has increased its leasing performance in the first six months of this year in comparison to the first half of 2011. The Berlin-based asset manager has trebled the number of square meters leased on behalf of its clients compared with last year. - September 07, 2012 - Roxem Assets Gmbh
Roxem Secures Pre-Let at Louis Krages Industrial Site, Bremen, Germany
Roxem Assets GmbH, on behalf of Hansteen, has let 20,000 sq m (215,278 sq ft) of warehouse space and 200 sq m (2152.7 sq m) of office space at the Louis Krages site in Bremen’s Industriehafen (industrial port area), Germany. Construction of the warehouse is due to complete on the 1st of May... - August 22, 2012 - Roxem Assets Gmbh
Greenbird Financial Now Offers Currency Options Trading Service to Global Investors
Greenbird Financial, an international brokerage company that specializes on futures and options, forex and derivatives products is happy to announce its currency options trading services to global traders and investors using its most ground-breaking trading platform, the WinTrade platform. - July 25, 2012 - Greenbird Financial
LP Analyst Expands Dallas Team
Paula Chong joins LP Analyst. - July 20, 2012 - LP Analyst
R&K Solutions Releases Enterprise Geospatial Facilities Management Software Solution, GoRPM
R&K Solutions, Inc., a recognized leader in facilities and real property management software and services, today announced the official release of the company’s Enterprise Geospatial Facilities Management software solution, GoRPM. - July 19, 2012 - R&K Solutions, Inc.
Coral Student Fund Backs Round Hill's Acquisition of Nido Portfolio
Coral Student Portfolio, the unique student accommodation fund of funds, has recently participated in one the UK's largest real estate transactions of 2012. Adding further diversification to their portfolio, Coral augments their mix with exposure to premium student housing in the UK's premier market, London. - July 19, 2012 - Coral Portfolio
Greenbird Financial Names New Head for International Brokerage Sales Service
Greenbird Financial recently revealed the appointment of Mr. James Poole as the new head of the firm’s International Brokerage Sales Service Division. - July 11, 2012 - Greenbird Financial
Arin Risk Advisors, LLC Launches Arin's Large Cap Active Core Plus SMA in Partnership with Logan Capital Management, Inc.
Arin Risk Advisors, LLC (“Arin”), a fee-only, SEC-registered investment advisor, providing options overlay and volatility management services, is pleased to announce that Logan Capital Management, Inc. (“Logan”) has agreed to act as a sub-advisor for its newly created Arin... - June 22, 2012 - Arin Risk Advisors, LLC
Brad Connors Named One of Investment Centers of America’s Top Ten Representatives for 2012
Investment Centers of America, Inc. (ICA) recognized Brad Connors as one of ICA’s top ten representatives at the company’s national conference in Ponte Vedra Beach, Florida. The annual event, held March 7-10 at the Sawgrass Marriott Resort, provided an opportunity for attendees to share... - June 14, 2012 - iWealth
RiXtrema Launches a Series of Webinars with Focus on Stress Testing and Liability Driven Investing
RiXtrema is launching a series of Tail Risk dedicated webinars for institutional asset managers, which will blend existing risk theory, new research, and real world examples in a 40-minute presentation. You will gain unique insights to help you manage risk in these turbulent times. - June 05, 2012 - RiXtrema
Greenbird Financial Upgrades Current Online Trading Platform
Greenbird Financial, an internationally acclaimed broker for futures, forex, equities and options with main office located at United Kingdom, informed its active clients today about the major upgrade of its current online trading platform. - May 30, 2012 - Greenbird Financial
Greenbird Financial’s Market Survey Result Claims New Generation of Traders Focused on Forex Trading
More and more new generations of trading individuals are concentrating on foreign exchange trading, according to the result of the survey conducted by Greenbird Financial which was concluded last February and will be released before the second quarter of the year ends. - May 25, 2012 - Greenbird Financial
Industry Pros Continue Migration to WallachBeth Capital; More New Hires for Go-To Execution Experts
WallachBeth Capital LLC (“WB”), the institutional brokerage/execution firm specializing in exchange-traded funds (ETFs), equities and options, announced its further expansion with the recent hiring of Jennica Ross, who will oversee strategic client relationships, and options and merger... - May 17, 2012 - Mischler Financial Group, Inc.
Greenbird Financial Launches More Enhanced Live Streaming Trading Tool
Greenbird Financial, a leading provider of premier commodity and brokerage trading services, recently announced the launching of its new and more developed real-time trading tool application, the Live Streaming via its website. - May 17, 2012 - Greenbird Financial
Greenbird Financial Counts Research Investment Service as Addition to Its Service Offerings
Greenbird Financial, a financial and commodity Brokerage Company, recently announced the inclusion of its Research Investment Package as additional trading service to its list of offerings. - May 02, 2012 - Greenbird Financial
Greenbird Financial Plans to Offer Direct and Electronic Commodity Trading in Brazil and Mexico
Greenbird Financial, a globally known commodity futures and Options Company is set release its new service offering via direct and electronic commodity trading with at least four futures contracts in the markets of Brazil and Mexico. Brazil and Mexico are known for its attractive and profitable markets for Latin American investors. - March 29, 2012 - Greenbird Financial
Greenbird Financial Predicts Asia Commodity Futures to Outshine Equities in Q2
Greenbird Financial is optimistic that for the next two years, from 2012 to 2013, Asia’s commodity futures will outperform equities. - March 18, 2012 - Greenbird Financial
Greenbird Financial to Launch Market Text Alert Service
In line with the firm’s market information drive to help both new and experienced traders and investors get to the top of the competition in the commodity futures and brokerage industry, Greenbird Financial is set to launch a new service offering focused on information services via market text alert service. - March 16, 2012 - Greenbird Financial
Greenbird Financial Reveals Promotion from Its Rank for Australian Team
Greenbird Financial revealed today that it has recently appointed and promoted one of its Senior Trading and Sales advisors to a new managerial position. - March 15, 2012 - Greenbird Financial
Stock & Option Solutions Speaks on CEPI Exam Overview Webinars on Accounting
Stock & Option Solutions (SOS), a leading provider of stock plan administration, management and consulting services, today announced that Elizabeth Dodge, CEP, Vice President of Product Management at SOS, will be the speaker on the CEP Institute Exam Overview Webinars for accounting, levels 1, 2, and 3. - March 04, 2012 - Stock & Option Solutions
HEDGEAnswers' Thermometer Gauges "Subjects That Matter" to Wall Street’s Smart Money
Just released: HEDGEAnswers Quarterly Survey of Global Hedge Fund Managers - January 20, 2012 - HEDGEAnswers
Place Trade Financial Celebrates 10 Years in the Triangle
2011 Marks 10 years for Place Trade Financial in the Triangle - January 19, 2012 - Place Trade Financial, Inc.
WallachBeth Capital Adds More Industry Vets to ETF Desk; Boutique Broker Continues to Leverage Talent and Market Presence
WallachBeth Capital LLC (“WB”), the institutional brokerage/execution firm specializing in exchange-traded funds (ETFs), equities and options, today announced its further expansion with the addition of two more industry veterans to the firm’s ETF execution division, one of the leading ETF desks in the Industry. Chris Hempstead, a 20-year trading market veteran joins as Director of ETF Execution, and Dong Lee, a 12-year ETF product specialist, joins as Director of Institutional Sales. - January 11, 2012 - Mischler Financial Group, Inc.
Place Trade CEO, Launches Place Tax to Offer Discount Tax Preparation Services
Sarah M. Place, President and CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service brokerage firm announced that she has formed Place Trade Tax, to offer discount tax preparation services and assist individuals, trusts and estates as well as businesses... - January 06, 2012 - Place Trade Financial, Inc.
Place Trade CEO, Sarah Place, Quoted in SmartMoney Magazine
Sarah M. Place, President and CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service brokerage firm and MSRB registered municipal bond dealer, announced that her advice is currently being featured in the January 2012 issue of SmartMoney, The Wall Street... - January 06, 2012 - Place Trade Financial, Inc.
SOS Rolls Out Updated Suite of IRS Section 6039 Outsourcing and Software Solutions
Enhanced processes and technology will allow SOS to meet the continued challenges of 6039 compliance. - October 23, 2011 - Stock & Option Solutions
PEI Principal Helping Next Generation Learn and Save
Portfolio Evaluations, Inc. (PEI) Principal, Attila Toth, has recently been elected as a member of the St. Joseph’s School Educational Council. Attila will serve on the Council for a two-year term at the Mendham, New Jersey school. In 2010, Attila spearheaded the implementation of a program... - October 14, 2011 - Portfolio Evaluations, Inc.
PEI Senior Consultant to Speak at the PSCA’s 2011 East Coast Regional Conference
On November 2, 2011 PEI Senior Consultant David Hudak will speak at the PSCA’s 2011 East Coast Regional Conference in Philadelphia. This event will host plan sponsors and industry experts for a series of informational sessions. David will speak on the important topic of, “What You May... - October 14, 2011 - Portfolio Evaluations, Inc.
Donald H. Ramirez is Awarded Certified Financial Planner™ Designation
Donald H. Ramirez, a Managing Principal of Peak Wealth Advisors with 16 years experience providing financial planning and investment management services to individuals, families and businesses has been awarded the Certified Financial Planner™ designation, a certification recognized as the standard of excellence for the financial planning profession. - October 05, 2011 - Peak Wealth Advisors
Senior PEI Team Member Appointed to the Women’s Fund of New Jersey Board
Jean Martone, Director of PEI’s Retirement Plans Group, has recently been appointed to the Board of Directors for the Women’s Fund of New Jersey. During this two-year term, Jean will seek to advance WFNJ’s mission to use the power of philanthropy for the women and girls of New... - October 05, 2011 - Portfolio Evaluations, Inc.
Place Trade Financial Reduces Margin Rates and Commissions for all Online Trading and Full Service Clients
Place Trade makes significant changes to commission rates; now offering the lowest online stock trading, bond and option commissions along with the lowest margin rates of most major firms. - September 14, 2011 - Place Trade Financial, Inc.
CFTC Approves Iron Harbor Capital Management CPO Registration
Iron Harbor Capital Management was approved as a Commodity Pool Operator (CPO) by the U.S. Commodity Futures Trading Commission (CFTC) and the National Futures Association. As a registered entity, Iron Harbor must comply with various disclosures, reporting and record-keeping obligations imposed by... - June 30, 2011 - Iron Harbor Capital Management
Helen Sipsas Earns Accredited Investment Fiduciary Designation
Peak Wealth Advisors is pleased to announce that Managing Principal Helen Sipsas further demonstrates the firm's ongoing commitment to achieving the highest standard of fiduciary care for its clients by earning the Accredited Investment Fiduciary (AIF®) designation. - May 25, 2011 - Peak Wealth Advisors
Arin Risk Advisors, LLC Announces Strategic Marketing Partnership with Barrack Yard Advisors
Arin Risk Advisors, LLC (“Arin”), a fee-only, options strategies advisory firm providing customized asset, risk and volatility management services is pleased to announce Barrack Yard Advisors (“Barrack Yard”) has agreed to act as a marketing agent for Arin. “We are... - May 06, 2011 - Arin Risk Advisors, LLC
Ellen Li Earns Prestigious CFP Designation
Ellen Li, MSBA, CFP®, Financial Advisor at Financial Alternatives, Inc. in La Jolla, (CA) has earned the CFP® and Certified Financial Planner™ marks in accordance with CFP Board certification and renewal requirements. These marks identify that Ellen has met the rigorous experience... - April 23, 2011 - Financial Alternatives, Inc.
Portfolio Evaluations, Inc. (PEI) to Speak at the PSCA 2011 East Coast Regional Conference
On April 20, Senior Consultant, David Hudak will speak at PSCA’s 2011 East Coast Regional Conference in Philadelphia, PA. David’s scheduled topic to discuss is, “What You May Not Know About Your Investment Advisor.” He will address the importance of knowing the various types... - April 10, 2011 - Portfolio Evaluations, Inc.
Antarctica Asset Management Wins Best Fund of Fund Provider at 2011 Hedge Funds World Awards Middle East
Antarctica Asset Management was recognized as the best fund of hedge funds provider at an award ceremony held in Dubai. The independent judges of the 5th Hedge Funds World Awards unanimously bestowed the award for Best Fund of Fund Provider to Antarctica Asset Management. In an extremely... - April 03, 2011 - Antarctica Asset Management
Capricorn Contributes to FX Week Article
At the FXInvest Europe conference in Zurich on March 8, foreign exchange investors and fund managers met to discuss key issues driving the FX market in 2011 and the possible impact of new regulations. - March 23, 2011 - Capricorn Strategies
Portfolio Evaluations, Inc. (PEI) to Moderate at the 2011 Pensions & Investments Annual East Coast Defined Contribution Conference
On March 13, Senior Consultant, Fred Stewart will be moderating a round table discussion at the 2011 Pensions & Investments Annual East Coast Defined Contribution Conference in Miami, FL. The round table will feature a discussion on large plans ($1 billion or more in assets). Round table... - March 16, 2011 - Portfolio Evaluations, Inc.
Epitome Global Services Names Kim Wales as New CEO
Epitome Global Services, a leading global administrator for the hedge fund and alternative asset management industry, today announced that effective immediately, Kim Wales, has been named Chief Executive Officer to lead Epitome into the next growth phase. Wales succeeds Raju Panjwani,... - March 12, 2011 - Epitome Global Services
Capricorn Panels FX Invest Europe Roundtable
Capricorn CIO Mikkel Thorup, was invited to join the panel discussion hosted by FX Invest Europe, "Exploring the FX outlook for 2011." - March 11, 2011 - Capricorn Strategies
Capricorn Speaks at FX Exposure Conference
Capricorn Asset Management was invited to speak at Marcus Evan's FX Exposure conference in London, on the future of FX. - March 11, 2011 - Capricorn Strategies
Capricorn FX Adds to Trading Team
Capricorn Asset Management has hired a Chief Trader to its trading team, crowning a year of expansion and achievement for the firm. - March 11, 2011 - Capricorn Strategies
Investment Expert Pens "1001 Truths About Investing"
Sidoxia Capital Management President and hedge fund manager Wade Slome has just introduced his much anticipated second book, "1001 Truths about Investing." - February 11, 2011 - Sidoxia Capital Management, LLC
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