Recent Headlines
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
Place Trade Financial CEO Quoted in The News & Observer Regarding Wachovia Bank Concerns
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 included in The News & Observer article entitled “Bank investors twisting on news” regarding... - October 21, 2008 - Place Trade Financial, Inc.
ABC 11 Eyewitness News Taps Place Trade Financial CEO to Address Stock Market Concerns
Sarah M. Place, President & CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service discount brokerage firm based in Raleigh, NC, announced that she was interviewed by Tim Nelson of ABC 11 Eyewitness News regarding the Triangle’s concerns with... - October 20, 2008 - Place Trade Financial, Inc.
Agathe Capital Partners LLP
Agathe Capital Partners LLP has been set up to provide structuring, advisory and portfolio management capabilities across a range of asset classes. - October 08, 2008 - Agathe Capital Partners LLP
FIVE STAR: 2008 Best in Client Satisfaction Wealth Managers (Sm) Announced - Joe Rollins of Rollins Financial Counseling Receives Award
Joseph (Joe) R. Rollins has been named as a 2008 FIVE STAR Best in Client Satisfaction Wealth Manager. The individuals who receive this award are selected based on a rigorous research process and represent less than 3% of Wealth Managers in the Atlanta area. - October 03, 2008 - Rollins Financial Counseling, Inc.
Macroaxis Launches Portfolio Analytics for International Markets
Macroaxis Corporation introduced a new international portfolio analysis theme, incorporating access to markets and exchanges in several countries. - August 23, 2008 - Macroaxis Corporation
Montecito Capital Management & Founder, Kipley J. Lytel, Selected as One of the Most Dependable™ Wealth Managers of Southern California
Montecito Capital Management & Kipley J. Lytel selected as one of The Most Dependable™ Wealth Managers of Southern California for 2008. The list of the Most Dependable™ Wealth Managers of Southern California is scheduled to be published in the July 21st issue of Forbes Magazine. - August 07, 2008 - Montecito Capital Management Group
Place Trade Financial Welcomes Krista Giles to Downtown Branch
Sarah M. Place, President & CEO of Place Trade Financial, Inc., [Member FINRA, SIPC], (www.placetrade.com), a full service financial services and online trading firm, announced that Krista Giles has joined the firm in the new downtown Raleigh branch office. In this position, Ms. Giles will work... - July 16, 2008 - Place Trade Financial, Inc.
Place Trade Financial Furthers Expansion with Downtown Raleigh Branch Office
Sarah M. Place, President & CEO of Place Trade Financial, Inc., [Member FINRA, SIPC], (www.placetrade.com), a full service financial services firm with online trading, announced that the firm opened a new branch office in the heart of downtown Raleigh, NC. Located at 411 Fayetteville Street... - July 14, 2008 - Place Trade Financial, Inc.
Girard Partners' Growth Leads to Office Move
Girard Partners Ltd., an integrated wealth management solutions firm, has announced today the location of its new offices. The firm has moved to larger premises at 555 Croton Road, Suite 210 in King of Prussia, Pennsylvania. They were previously located at 455 South Gulph Road, King of Prussia,... - July 11, 2008 - Girard Partners Ltd.
Patrick Boyce Continues Support for Campus Crusade For Christ
Highland Capital CFO Patrick Boyce continued his support this year for Campus Crusade For Christ by contributing to its high school ministry Student Venture. - July 09, 2008 - Highland Capital Management, L.P.
Macroaxis Launches Portfolio Builder and Equity Market Screener
Macroaxis Corporation, a software company specializing in on-demand solutions for the wealth management sector, announced today the availability of next release of its Wealth Management Collaboration Platform. - June 18, 2008 - Macroaxis Corporation
Anglo Irish Bank Offers More Ways to Make More Money on Your Savings
Anglo Irish Bank (June 4th 2008) announced that it was offering two new savings accounts to the personal savings market, with immediate effect. - June 07, 2008 - Anglo Irish Bank
Place Trade Financial Welcomes Rachel Wing as Head of Business Development
Sarah M. Place, President & CEO of Place Trade Financial, Inc., [Member FINRA, SIPC], (www.placetrade.com), a full service, discount broker and online trading firm, announced that Rachel A. Wing has joined the firm as head of Business Development. In this position, Ms. Wing will work closely... - May 02, 2008 - Place Trade Financial, Inc.
Girard Partners Hires Investment Veteran Harry "Skip" Dittmann as Vice President
Harry "Skip" Dittmann brings 35 years of financial experience to wealth management firm. - May 02, 2008 - Girard Partners Ltd.
Wealth Builders FX Launches New Personal Trading Assistant Platform
With this new product, retail investors can now take advantage of the Foreign Exchange (FOREX) market, while limiting their time commitment and reducing the emotional stress of trading. - April 26, 2008 - Wealth Builders FX, LLC
Reserve Aid Announces Support from James Dondero of Highland Capital Management
Reserve Aid announced today that James Dondero, Managing Partner and President of Highland Capital Management, has been added to their list of financial contributors. Mr. James Dondero’s support for Reserve Aid is through an undisclosed monetary contribution. “Reserve Aid provides... - March 19, 2008 - Highland Capital Management, L.P.
Anglo Irish Bank Corporation plc Pre-Close Trading Statement 6 March 2008
Anglo Irish Bank has performed strongly in the period to date and expect to report earnings per share growth of 15% in the six months to 31 March 2008. Underlying profitability has grown at a significantly higher rate but Anglo Irish Bank continue to take a prudent stance in relation to the... - March 07, 2008 - Anglo Irish Bank
Place Trade Launches Independent Registered Representatives Network
Place Trade Financial, Inc., (Member FINRA, SIPC), (www.placetrade.com), a full service, discount broker and online trading firm, announced that the firm has launched an independent network for Registered Representatives and Financial Advisors. In addition to expanding the current branch office structure; Place Trade will offer Financial Advisors the opportunity to leverage Place Trade’s experience, resources and tools for conducting full service brokerage and online trading to their clients. - March 04, 2008 - Place Trade Financial, Inc.
Anglo Irish Bank Interim Management Statement1 and Chairman's Address to the Annual General Meeting, 1 February 2008
2007 has been another year of outstanding achievement for your Bank with record earnings, strong lending growth, excellent asset quality and continued development of our franchises in Ireland, the UK and North America. This excellent performance is grounded in the Group’s disciplined and... - February 01, 2008 - Anglo Irish Bank
Place Trade CEO, Sarah Place, Has Financial Advice Published in Balance Magazine
Sarah M. Place, President & CEO of Place Trade Financial, Inc. (Member FINRA, SIPC [www.placetrade.com]), has announced that her article entitled “Get your Financial House in Order- 8 Steps to Financial Security” was published in the January issue of Balance Magazine. “I am... - January 19, 2008 - Place Trade Financial, Inc.
Place Trade CEO Named to NC Council on Economic Education Board of Directors
Sarah M. Place, President & CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a full service discount brokerage firm based in Raleigh, NC, announced that she has been named to the NC Council on Economic Education Board of Directors. As a board member, Place will... - January 12, 2008 - Place Trade Financial, Inc.
Place Trade Financial Names Henderson as Client Service Manager
Sarah M. Place, President & CEO of Place Trade Financial, Inc., a full service discount broker and online trading firm, announced that Krista Henderson has been named as Client Service Manager. In this position, Ms. Henderson will oversee client services, work closely with Financial Advisors,... - December 12, 2007 - Place Trade Financial, Inc.
Place Trade Financial Adds Wayne Moore to Raleigh Branch
Sarah M. Place, President & CEO of Place Trade Financial, Inc., a full service discount broker and online trading firm, announced that Wayne Moore has joined Place Trade as administrative assistant. In this position, Moore will assist with client service issues, provide administrative and... - December 11, 2007 - Place Trade Financial, Inc.
Marc J. Lane Wealth Group Hires Senior Vice President for New Role
The Marc J. Lane Wealth Group announces that Daniel T. Allen has joined Marc J. Lane Investment Management, Inc. as Senior Vice President to manage all wholesale sales operations for Advocacy Investing® Separately Managed Accounts. - December 07, 2007 - Marc J. Lane Wealth Group
Macroaxis Releases Alpha Portfolio Toolset for Mobile Devices
Macroaxis Corporation, a software company specializing in delivering portfolio optimization technologies to mainstream investors, announced its alpha release of portfolio management toolset for mobile devices. - November 06, 2007 - Macroaxis Corporation
Place Trade CEO Serves on Speaking of Women’s Health Committee
Sarah M. Place, President & CEO of Place Trade Financial, Inc., a global full service, discount broker and online trading firm, announced that she served on a 2007 Speaking of Women’s Health steering committee in Raleigh. This two day event aimed to provide every woman with the resources... - October 30, 2007 - Place Trade Financial, Inc.
Total Portfolio Daily Profit and Loss Dynamic Indicator is Integrated
Macroaxis Corporation, a software company specializing in on-demand solutions for the wealth management sector, integrated a total portfolio daily profit and loss indicator. The dynamic value indicator is an additional component complementing its existing portfolio management framework, and... - October 19, 2007 - Macroaxis Corporation
Blue Prairie Group's Wealth Management Practice Continues to Grow
Blue Prairie Group's Wealth Management Practice continues to grow with addition of new Management Planner - October 16, 2007 - Blue Prairie Group
Bridge Advisors, Inc. and Equities Magazine to Sponsor Webcast Series Produced by The Options Institute at CBOE
Investment advisor Bridge Advisors, Inc. and Equities Global Communications, publishers of Equities Magazine and hosts of "Equities Corporate Conferences," announced a joint sponsorship program with The Options Institute, the education division of the Chicago Board Options Exchange, to produce a monthly webcast series for executives, high net-worth investors and their advisors. - October 05, 2007 - Bridge Advisors, Inc.
Place Trade CEO Receives Women in Business Award from Triangle Business Journal
Sarah M. Place, President & CEO of Place Trade Financial, was named by Triangle Business Journal as a 2007 Women in Business Awards winner. The award recognizes Sarah for her success and dynamic leadership. She was presented with her award at the 10th annual luncheon and ceremony. The very... - September 14, 2007 - Place Trade Financial, Inc.
Bridge Advisors Taps Robert C. Bernard to Head Alternative Investment Advisory and Consulting Business
Bridge Advisors, Inc. (Chicago, IL), an investment advisor specializing in alternative investment consulting and education, has appointed financial industry veteran Robert C. Bernard as the firm’s president. - September 01, 2007 - Bridge Advisors, Inc.
Place Trade Sponsors Women in Law Enforcement Champion Softball Team
Sarah M. Place, President & CEO of Place Trade Financial, Inc., a full service, discount broker and online trading firm, announced that Place Trade is a proud sponsor of the Texas Outlawz. This champion softball team made up of women in law enforcement will be returning to Las Vegas August 15th... - August 18, 2007 - Place Trade Financial, Inc.
Bridge Advisors to Educate Investors, Advisors and Institutions with Alternative and Option Strategy Consulting Services
Through their alternative strategy and investment consulting services, newly launched Bridge Advisors, Inc. (Chicago, IL) works directly with investors and their advisors to help them understand, identify and develop allocation strategies to fit their individual objectives and risk profile. - August 04, 2007 - Bridge Advisors, Inc.
Capricorn Nominated by Financial News
In the upcoming awards for Excellence in Hedge Fund Operations, Capricorn is nominated in the category for Best Operator in Managed Futures, Single Manager. - June 08, 2007 - Capricorn Strategies
Place Trade CEO Serves as InvestWrite® Judge for National Writing Competition
Sarah M. Place, President & CEO of Place Trade Financial, Inc., a full service discount brokerage firm based in Raleigh, NC, has announced that she served as a judge for InvestWrite®, an innovative national writing competition, produced by The Stock Market Game program and sponsored by the... - April 24, 2007 - Place Trade Financial, Inc.
Capricorn Currency Funds Now Available
The Capricorn Currency Programs are now available to investors as both a Managed Account and a Fund setup. - February 24, 2007 - Capricorn Strategies
Capricorn Launches New Investment Product
Currency specialist Capricorn Asset Management is launching a new Intra-Month, Systematic Currency strategy, the “Capricorn fxMT (Growth)” program. - February 01, 2007 - Capricorn Strategies