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Within Mutual Fund Management
Tax Tips for IRA Contributions
With the tax deadline looming, W. Landon Watts, wealth strategist for Banyan Rock & Talent advises that there is still time to make donations to individual retirement accounts that may be able to reduce taxable income for 2008. - April 12, 2009 - Banyan Rock & Talent
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
Gift Giving Can Help Family and Friends Now, Save on Taxes Later
With many people reeling from the recent financial turmoil of the last 12 months, tax-free gift giving offers a way for individuals to provide immediate and longer-term financial stability of friends and family. - March 12, 2009 - Banyan Rock & Talent
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.
Retirees Catch a Break from Congress
Dale Merritt, wealth strategist for Banyan Rock & Talent believes that retirees have caught a break with the government’s suspension of the required minimum distribution for 2009. - February 10, 2009 - Banyan Rock & Talent
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.
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.
Custodio Asset Management's Gains Counter Falling Market
Garnering steady gains despite market loss, CAM is expanding to serve its growing clientèle. - July 30, 2008 - Custodio Asset Management
Private Equity Mutual Fund Distribution Growth Creates Need for Sales Professionals
Vista Research and Management, LLC, investment advisor to the Listed Private Equity Plus Fund, is seeking sales professionals to meet increased demand for private equity investment options among financial professionals. - July 21, 2008 - Vista Research and Management
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.
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.
Kent Smith of Edward Jones Receives Accredited Asset Management Specialist® Designation
Kent Smith of the financial services firm Edward Jones in Temple, TX has achieved the professional designation of Accredited Asset Management Specialist®. Smith successfully completed the Accredited Asset Management Specialist, or AAMS®, Professional Education Program from the... - May 19, 2008 - Edward Jones - Kent Smith
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.
Banyan Rock & Talent President Named Co-Chair of Cary Ducks Unlimited
Michael Sterling is named co-chair of the Cary Chapter of Ducks Unlimited. He will be responsible for managing and coordinating fundraising events. - March 28, 2008 - Banyan Rock & Talent
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.
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.
Local Wealth Strategist Achieves Certified Financial Planner Designation
Brant Spesshardt has completed financial planning and met the experience needed to use the certification marks CFP, Certified Financial Planner. - February 27, 2008 - Banyan Rock & Talent
Wealth Strategist Landon Watts Partners with Independent Advisors
Landon Watts has teamed with Independent Advisors to work with clients to ensure they have affordable medical insurance coverage in order to prevent hardship as a result of a medical situation. - January 30, 2008 - Banyan Rock & Talent
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.
Raleigh Wealth Strategist Named President of Community Partnerships Board
Brant Spesshardt, a Raleigh-based wealth strategist with Banyan Rock and Talent, has been named president of the board of directors for Community Partnerships, Inc. (CPI). - November 02, 2007 - Banyan Rock & Talent
Landon Watts, Local Wealth Strategist, Attends Global Strategy Meeting
W. Landon Watts, a financial strategist, attended the Van Kampen Investments Global Strategy meeting in Chicago on September 6. - November 01, 2007 - Banyan Rock & Talent
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.
Companies to Provide Innovative Financial Planning Benefit for Workers
It’s common in today’s society for individuals and families to be concerned with their financial security. Current cash flow, debt reduction, the prospects of retirement, the possibility of outliving those funds, and much more equal to common concerns of the majority of today’s Americans. - October 16, 2007 - Financial Action, 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.
PENSCO Trust CEO and Founder Tom Anderson Speaks at Department of Labor Hearing
On July 31st, Tom Anderson, CEO and Founder of PENSCO Trust Company, provided oral testimony at the request of the Department of Labor (DOL) at a public hearing to discuss the feasibility and ramifications of the application of computer model investment advice programs for Individual Retirement Accounts - August 29, 2007 - PENSCO Trust Company
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.
Secrets of Self-Directed IRA Investing Revealed at PENSCO Trust’s Free Educational Event for Financial & Real Estate Professionals in Boston on September 20th 2007
PENSCO Trust Company, a leading custodian for self-directed IRAs, is hosting free educational and networking events for attorneys, real estate professionals, CPAs and financial planners to provide information about important rules and reveal hidden opportunities for tax-deferred and tax-free retirement planning using self-directed investing. The next seminar is Thursday, September 20th in Boston, MA. - August 17, 2007 - PENSCO Trust Company
Raleigh Wealth Strategist Raises Money for Community Partnerships
Brant Spesshardt, a Raleigh-based wealth strategist with Banyan Rock and Talent, announced today that he will make a donation to Community Partnerships, a local non profit organization that supports those who live with disabilities and other challenges. Spesshardt is making the donation in honor... - August 08, 2007 - Banyan Rock & Talent
Raleigh Financial Advisor Attends Berkshire Hathaway’s Annual Meeting
Michael Sterling, president and CEO of Banyan Rock & Talent, a Raleigh-based collaboration of wealth strategists, announces today that he attended the 2007 Berkshire Hathaway Annual Shareholder's Meeting. This is the third consecutive year Sterling has attended the largest shareholder meeting... - August 08, 2007 - Banyan Rock & Talent
PENSCO Trust Helps Investors Expand their IRA Investment Options to Include Real Estate, Notes, Private Businesses and More with Self-directed IRAs
Self Directed IRA free educational and networking events hosted by PENSCO Trust will be held in various cities throughout the country. The next event is on Thursday, May 17th in Dallas, TX. These industry leading events are for tax attorneys, CPAs, financial advisors, real estate & mortgage professionals who want to tap this emerging market and learn the rules about self-directed IRAs and the new Solo(k). - May 12, 2007 - PENSCO Trust Company
Local Wealth Strategist Achieves Mortgage Specialist Designation
Michael Sterling, president and CEO of Banyan Rock & Talent, a Raleigh-based collaboration of wealth strategists, announced today that W. Landon Watts, a financial strategist, added the Mortgage Specialist designation to services provided through AIG Bank Mortgage Solutions. Watts has achieved... - May 03, 2007 - Banyan Rock & Talent
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.
Banyan Rock & Talent Wealth Strategist Joins Network of Socially Responsible Investment Advisors
Darron Stover announces today that he has become a member of First Affirmative Financial Network, a network of socially responsible investment (SRI) advisors. - April 16, 2007 - Banyan Rock & Talent
Banyan Rock & Talent Announces New Vice President
Michael Sterling, president and CEO of Banyan Rock & Talent, a Raleigh-based collaboration of wealth strategists, announces today the addition of Steven Canali as vice president. This addition to the staff represents the firm’s philosophy of strength, growth and diversification through... - April 12, 2007 - Banyan Rock & Talent
Banyan Rock & Talent Wealth Strategist Inducted to Chairman’s Council
W. Landon Watts, a financial strategist with Banyan Rock & Talent, has been inducted to the Van Kampen Investments Chairman’s Council. - April 09, 2007 - Banyan Rock & Talent
Banyan Rock & Talent Celebrates 21st Anniversary
Banyan Rock & Talent celebrates continued success despite trends that have caused many similar financial institutions to merge, change names or go out of business in the past two decades. - April 05, 2007 - Banyan Rock & Talent
Self Directed IRA Free Event by PENSCO Trust Company will be Held in Fort Lauderdale, Florida on April 19th, 2007
Self Directed IRA free educational events hosted by PENSCO Trust Company will be held in various cities throughout the country at no charge. These free Mini-Symposiums are for tax attorneys, CPAs, financial advisors, real estate & mortgage professionals who want to tap the emerging self directed IRA market. - March 28, 2007 - PENSCO Trust Company
Self-Directed IRA Events Launched by PENSCO Trust Company
Self-Directed IRA educational events hosted by PENSCO Trust Company will be held in various cities throughout the country at no charge. These free mini-symposiums are for tax attorneys, CPAs, financial advisors, real estate & mortgage professionals who want to tap the emerging self-directed IRA market. - March 12, 2007 - PENSCO Trust Company
Leading Provider of Exchanged Traded Fund (ETF) Managed Accounts Offers Free Book for Download at www.etfaccount.com
Good Money – Bad Investments - August 25, 2006 - Efficient Market Advisors, LLC
San Diego Based Efficient Market Advisors, LLC Selected as One of The 10 Most Dependable™ Wealth Managers of Southern California
Efficient Market Advisors, LLC has been selected by Goldline Research as one of the 10 Most Dependable™ Wealth Managers of Southern California. The list of the 10 Most Dependable Wealth Managers of Southern California is scheduled to be published in the November issue of Southwest Airlines... - August 25, 2006 - Efficient Market Advisors, LLC
Place Trade Financial, Inc. Launches State of the Art Trading Platform
Sarah M. Place, President & CEO of Place Trade Financial, Inc., announced that Place Trade successfully launched a new state of the art trading platform. The new web-based market data application is provided by QuoteMedia. This award winning application provides unique financial content with complete access to comprehensive real-time market data, quotes, charts, news, option chains, Level II, research information and more. - July 18, 2006 - Place Trade Financial, Inc.
Efficient Market Advisors, LLC Announces Acquisition of T.O. Richardson Company, Inc. Transaction Closed April 28, 2006
Leading Manager of Exchange Traded Fund Seperately Managed Accounts Completes Strategic Acquisistion. - May 01, 2006 - Efficient Market Advisors, LLC