Recent Headlines
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.
World Class Capital Group Acquires Austin Shopping Center
Texas Investment Firm Continues to Expand Real Estate Holdings - January 06, 2011 - World Class Capital Group, LLC
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
Quod Financial Integrates the Informatica Ultra Messaging Family of Products for Low Latency Trading
Quod Financial, a global provider of adaptive trading technology, today announced that it has integrated Informatica’s Ultra Messaging product family (previously 29West), including Ultra Messaging Streaming Edition (UMSE), Ultra Persistence Edition (UMP) and Ultra Messaging Queuing Edition... - December 06, 2010 - Quod Financial
Capitol Financial Solutions Team Member Earns Registered Paraplanner Certification
Sara K. Epps from Capitol Financial Solutions (CFS), located in Richmond, VA, earned her Registered Paraplanner certification by the College of Financial Planning. - November 16, 2010 - Capitol Financial Solutions
Quod Financial Meets New Sec Naked Access Regulation
Quod Financial, a global provider of adaptive trading technology, today confirms that its underlying platform - Adaptive Execution Platform (AEP) - enables brokers to comply with the new SEC ruling prohibiting “Naked Access”. The AEP powers applications including smart order routing for... - November 05, 2010 - Quod Financial
Antarctica Asset Management Wins 2010 HFMWeek Performance Awards
Antarctica Credit and Distressed Fund Ltd Named Best Newcomer Fund of Hedge Funds - October 30, 2010 - Antarctica Asset Management
Private Investors Demand Portfolio Consulting That Works
The Great Recession confronted wealthy private investors with two difficulties: the market and the ill-advise of their private bankers. It is time for these investors to finally get access to institutional allocation knowledge. Panthera Solutions, an Alternative Investment Consultancy in Monte-Carlo, now offers its institutional portfolio strategy also to High-Net-Worth-Individuals. A value-adding knowledge injection for a robust asset allocation. - October 17, 2010 - Panthera Solutions
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
Capricorn fxST Added to the HFRX Currency Index
The Capricorn fxST program is a new constituent of the HFRX Currency Index, a recognized hedge fund industry's standard in strategy and regional performance benchmarks. - September 23, 2010 - Capricorn Strategies
Stock & Option Solutions Puts Expertise on Display at 2010 NASPP Conference in Chicago
Speakers discuss equity compensation topics including stock plan communications, foiling fraud, performance-based awards and optimizing stock plan systems. - September 17, 2010 - Stock & Option Solutions
Hoffman Asset Management Launches Managed Futures Program to Overcome the "Small Account Conundrum"
Award winning Commodity Trading Advisor Dean Hoffman, through his firm Hoffman Asset Management, is launching a managed futures product for smaller investors. “This is an underserved market, as most individually managed trend following programs have minimums of $1,000,000 or more,” says Hoffman. - September 12, 2010 - Hoffman Asset Management
Smaller Hedge Funds to Thrive Under Dodd-Frank Bill
The Dodd‐Frank Bill signed into law on July 21 promises to improve accountability, transparency and end the "too big to fail" notion. At the same time it allows for smaller hedge funds (under $150 million) to thrive. HEDGEAnswers Launch Session's faculty provides insights to assist budding hedge fund managers on September 15. - September 07, 2010 - HEDGEAnswers
First Rate Unveils First Rate Performance 6.2
First Rate®, a leading provider of performance measurement solutions for the financial services industry, today announced the availability of First Rate PerformanceTM 6.2. This latest version of First Rate Performance empowers wealth management professionals with advanced automated functions that streamline operations, offers additional reporting options, furthers analytic capabilities and improves large scale processing efficiencies. - August 20, 2010 - First Rate, Inc.
Quod Financial Partners with Catena Technologies in Asia Pacific to Provide Smart Order Routing Solutions
Quod Financial, a global provider of adaptive trading execution technology, today announced it has teamed up with Catena Technologies to help the trading community take advantage of increasing liquidity fragmentation in the Asia Pacific region. The growth of trading in the Asia Pacific markets... - June 07, 2010 - Quod Financial
Arin Risk Advisors, LLC Appoints Mr. Chad Levine as a New Portfolio Manager
Arin Risk Advisors, LLC (“ARA”), a fee-only, options strategies advisory firm providing customized asset, risk and volatility management services is pleased to announce Chad Levine has joined the firm as a Portfolio Manager focusing on Opportunistic Trading. “Chad brings a unique... - June 03, 2010 - Arin Risk Advisors, LLC
Fort Worth Retirement Planning Firm RWMG Offers Their Newsletters Online
Robinson Wealth Management Group, an Independent Registered Investment Advisory Firm Now offers their Newsletter, "A Note From Jim" Online. - May 08, 2010 - RWMG
FXAssetManagement.com Partners with CitiBank's CitiFx, and Sees EUR Volatility
FXAssetManagement to also provide Managed Forex Accounts through Citi FX, sees EUR/USD volatility. - April 02, 2010 - FxAssetManagement
Quod Financial’s Adaptive OLT Powers KMEFIC’s Next Generation Online Trading Platform
Quod Financial, a global provider of multi-asset adaptive trading technology, has been selected by Kuwait and Middle East Financial Investment Company (KMEFIC), one of the region’s leading asset managers, to provide a new online trading platform for retail and high-net worth individual... - March 31, 2010 - Quod Financial
Alternative Wealth Management á la Panthera Solutions
Panthera Solutions, an Alternative Investment Consultancy in Monte-Carlo, is pleased to announce the release of its newly developed ”Panthera Portfolio Solution” (PPS). It reaches a robustly diversified allocation in a truly global asset universe. PPS is especially appealing to insurance companies, wealth managers, family offices and HNWIs. - February 23, 2010 - Panthera Solutions
Arin Risk Advisors, LLC Announces Launch of Volatility Management Firm
With investors still reeling from recession losses and eager to avoid marketplace hazards, Arin Risk Advisors has assembled an array of experts and creative strategies to meet the challenge of a new era. Working directly or through financial intermediaries, the new fee-only advisory firm provides... - February 21, 2010 - Arin Risk Advisors, LLC
Highland Capital Management Completes CLO Value Fund I and Provides a 138 Percent Gross Return to Its Investors
Highland continues to see opportunity in the CLO market - February 05, 2010 - Highland Capital Management, L.P.
Amway Demonstrates Employee Focus via BeManaged 401(k) Advice and Financial Counseling
Financial stress and frustration are a common topic at the water cooler these days. Debt management, financial and life stresses, and what to do about your 401(k) are common stories shared. Amway’s employee-focused culture took another step forward this year by staying ahead of the curve in... - January 26, 2010 - BeManaged
Easy Access to the World's Leading Hedge Funds
Panthera Solutions, an Alternative Investment Consultancy in Monte-Carlo, is offering its European customers premium access to the world´s most renowned and prestigious hedge funds. - January 19, 2010 - Panthera Solutions
A Global-Macro Perspective 2010 - South Florida Hedge Fund Managers
Join South Florida Hedge Fund Managers for an informative discussion. Bring your best ideas and a willingness to participate in a round table discussion. - January 09, 2010 - Alexander Alternative Capital
Donald Ramirez Earns Prestigious Exit Planning Designation
The Exit Planning Institute awarded Donald Ramirez, Managing Principal of Peak Wealth Advisors, recently with the Certified Exit Planning Advisor (CEPA) certification after completing the Institute’s intensive CEPA program. Ramirez joins an exclusive group of fewer than 150 business advisors... - January 05, 2010 - Peak Wealth Advisors
Stock & Option Solutions Launches a New Kind of Stock Plan Management Outsourcing Solution
Promises most comprehensive outsourced service offering in equity compensation industry. - December 24, 2009 - Stock & Option Solutions
Stock & Options Solutions to Speak at Upcoming CEPI Symposium
Panelists from SOS to discuss M&As in stock plans, and current best practices in equity compensation administration during annual gathering of Certified Equity Professional Institute. - December 06, 2009 - Stock & Option Solutions
SOS Introduces Modification Accounting Programs Suite
Option exchange programs have driven demand for automated modification accounting solution; SOS promises to replace spreadsheets with system. - November 09, 2009 - Stock & Option Solutions
FXAssetManagement.com Sees USD Volatility and Teams Up with Saxo Bank to Provide Hedging
FXAssetManagement.com specializing in managed forex accounts with options has teamed up with Saxo bank to provide client’s unparalleled access to the true 24Hr Fx. Option market and hedging. - October 15, 2009 - FxAssetManagement
Anatomy of the Meltdown - 1998-2008, by Seasoned Investment Advisor Franck Prissert, Explores the Ups and Downs of the US Stock Market’s Worst Decade
Franck’s work puts the past decade into bold relief, reminding us of how the worst market in most of our lifetimes came to be. His points are well made and nicely documented. This should help all of us to better understand the present investment climate - a necessary precursor to forecasting the next step. Finally, Franck illustrates that the market’s decline over the past decade was about as bad as it gets, but the following decade is usually spectacularly good. Schumpeter on steroids. - October 14, 2009 - Capital Max, Inc.
Hedge Fund Jobs Bounce Back after Woeful Summer
After declining for five straight months, the number of new hedge fund jobs spiked up 104% in September, according to the 2009 Hedge Fund Employment Report. Also covered in the report: the best cities and states for finding hedge fund employment, common positions, and the future for hedge fund jobs. - October 13, 2009 - HedgeFundJobList.com
Chris Jaccard Earns Prestigious CFA Designation and Joins a Select Few
Chris Jaccard has earned the CFA designation and joins the ranks of advisors who maintain both the CFP® and CFA marks. - October 03, 2009 - Financial Alternatives, Inc.
Peak Wealth Advisors Ready to Serve the Central Coast Community
Donald Ramirez and Helen Sipsas today announced the creation of Peak Wealth Advisors an independent financial advisory firm headquartered in San Luis Obispo, CA with a Southern California office located in Pasadena. Both Mr. Ramirez and Ms. Sipsas will serve as Managing Principals of the new... - September 30, 2009 - Peak Wealth Advisors
Institutional Wealth Alliance Launches Banking Initiative
Institutional Wealth Alliance proud member of the American Bankers Association, Independent Community Bankers of America and various State Banking Associations, today announced its non depository platform for state and community banks. This diverse time-tested platform is brought forward through an alliance of professionals with over 50 yrs. of industry experience. A truly turn-key and compliant non deposit solution bringing the latest in financial services to local banks. - September 25, 2009 - Institutional Wealth Alliance
GreyB Services Got ISO 9001:2008 Certification
GreyB Consultancy Services, a pioneer in Patent research and analytics services has received an ISO 9001-2008 certification for its patent research center. The ISO 9001-2008 is by far the world’s most established quality framework, and sets the standard for quality management systems at GreyB. - September 19, 2009 - GreyB Consultancy Services Ltd
SOS Releases SOS Email Xpress, Automates Delivery of Participant Stock Plan Communications
First-to-market program allows companies to transmit information including ESPP, RSU vesting, year-end summaries via email; is major step towards paperless stock plan management - August 15, 2009 - Stock & Option Solutions
Polaris Trading Partners Announces Strategic Alliance with Swiss pb AG
Asset management firm selects Zurich based securities house as prime broker for segregated FOREX accounts. - August 02, 2009 - Polaris Trading Partners
SOS Introduces Equity Compensation “Library,” Announces Upcoming Webinar Topics
As part of its ongoing efforts to serve as an education hub for the equity compensation industry, SOS has created a "Library" section for their website, and announced several upcoming topics for the successful webinar series dealing with topics and trends in the stock plan management realm. SOS is a leading provider of stock plan administration, management and equity consulting services for companies offering equity compensation and benefit programs to its employees. - July 29, 2009 - Stock & Option Solutions
Option & ETF Broker WallachBeth Capital LLC Announces Further Expansion; Former Tullett Prebon Equity Derivatives Exec Joins Boutique Execution Firm
WallachBeth Capital LLC (“WBC”), the institutional brokerage specializing in exchange-listed options and ETF’s, announced today that options industry veteran Stephen Markowitz, most recently Senior Vice President, Equity Derivative Sales for global inter-dealer broker Tullett... - June 24, 2009 - Mischler Financial Group, Inc.
Pivot Point Advisors Takes Initiative to Provide Clients with World Class Performance Reporting
Pivot Point Advisors (www.pivotpointadvisors.com), a Texas-based investment management firm with a focus on quantitative strategies, claims compliance with the Global Investment Performance Standards (GIPS®) for financial reporting. This achievement provides assurance to the public that Pivot Point Advisors is at the forefront of ethical and transparent reporting practices in the financial industry. - June 08, 2009 - Pivot Point Advisors
Capricorn Currency Fund European Performance Award Nomination
The Capricorn Currency Fund strategy has been nominated for the European Performance Award as 'Best Newcomer' for 2008. - May 16, 2009 - Capricorn Strategies
Securian Financial Group is Pleased to Welcome Brent Foster as Financial Advisor & Securities Representative of the Centennial Group.
The Centennial Group has experienced professionals and sound financial strategies. They provide objective customized solutions to assist individuals, professional and business owners in reaching their financial goals. They offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, they are committed to helping clients accomplish their long-term financial objectives. - April 04, 2009 - The Centennial Group
Lytel-Pugh Engagement Announcement
Mr. and Mrs. Roger (Joye) Lytel are delighted to announce the engagement of their son, Kipley James Lytel to Miss Diana Agnese Pugh, all of Santa Barbara. The recent engagement was celebrated on a family European cruise during the holidays. Kipley graduated from Montecito Union, Laguna Blanca and... - March 24, 2009 - Montecito Capital Management Group
Capricorn's Currency Fund Product Available as a USD-Based Fund
Established as a CHF denominated offshore fund, the Capricorn currency fund (ISIN KYG5204Q1165; ISIN KYG5204Q2312) product is now investible in several share classes and as a US onshore fund. - March 14, 2009 - Capricorn Strategies
Place Trade CEO Named Chairman Kids Voting WC Board of Directors
Sarah M. Place, President & CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service brokerage firm based in Raleigh, NC, announced that she was named Chairman of the Kids Voting Wake County Board of Directors for 2009 after serving as Vice Chairman of... - February 20, 2009 - Place Trade Financial, Inc.
Place Trade Financial Celebrates Seven Years in the Triangle
Sarah M. Place, President & CEO of Place Trade Financial, Inc., [Member FINRA, SIPC], (www.placetrade.com), a global full service financial services and online trading firm, announced that the firm is celebrating seven years in the Triangle along with plans to increase the number of Financial... - February 13, 2009 - Place Trade Financial, Inc.
Macroaxis Released New ETF Browser
In response to recent demand for Exchange Traded Funds, Macroaxis released its new ETF browser. The new explorer-like tool is an addition to Macroaxis existing family of wealth management presentation components and portfolio optimization modules. - February 03, 2009 - Macroaxis Corporation
New Portfolio Suggestion Module from Macroaxis
Macroaxis announces Portfolio Suggester, a new portfolio optimization module that utilizes Macroaxis existing mean-variance optimization framework to present optimal portfolios in real time for several different rebalancing scenarios. - January 31, 2009 - Macroaxis Corporation
New Ready to Use Financial Widgets Catalog from Macroaxis
Macroaxis makes its most progressive financial widget catalog available for free to financial portals, wealth management boutiques, market blogger, and other investment related sites. - November 11, 2008 - Macroaxis Corporation