Category Archives: Financial Planning

Experts Gather to Share Insight at Inaugural Hedge Fund Cloud Summit Conference Hosted by Eze Castle Integration in New York City

Posted by on April 4, 2012 1 comment

Experts Gather to Share Insight at Inaugural Hedge Fund Cloud Summit Conference Hosted by Eze Castle Integration in New York City











Eze Castle Logo


Boston, MA (PRWEB) April 03, 2012

Eze Castle Integration, Inc., a leading provider of strategic IT solutions and private cloud services to hedge funds, today announced the inaugural Hedge Fund Cloud Summit, which is taking place on April 24, 2012 in New York City at the Sofitel Hotel. This premier half-day conference will cover four essential aspects of cloud computing – from making the business and financial case for cloud computing to hosting applications and protecting data in the cloud.

For the Hedge Fund Cloud Summit, Eze Castle is gathering executives from hedge funds, technology providers and industry associations including the Cloud Security Alliance, eSentire, Ledgex, Advent and others to dive deep into the dynamics of cloud computing at hedge funds. The conference agenda includes panel discussions on:

    Making the Business (and Financial) Case for the Cloud
    The Changing Role of the Hedge Fund CTO in the Cloud Era
    Hosting Your Applications in the Cloud: What You Need to Know
    Practicing Safe Security in the Cloud

“Cloud computing is a conversation point in nearly all discussions around hedge fund technology. Hosting an educational conference devoted to the cloud is a natural extension of our thought leadership and commitment to providing hedge funds and investment firms with the knowledge and tools they need to operate their businesses. At the Cloud Summit, attendees will hear directly from their peers and other industry experts about the considerations, opportunities and implications for utilizing the cloud,” said Vinod Paul, managing director of Eze Castle Integration.

Hedge fund managers may register for the conference at http://www.eci.com/lpg/cloudsummit-registration.html.

Eze Castle Integration is the IT partner of over 600 hedge funds worldwide, including more than 80 firms with $ 1 billion or more in assets under management. The Eze Private Cloud is the most widely used hedge fund cloud spanning two continents and supporting thousands of users.

Additional resources:

    Hedge Fund IT Blog – http://www.eci.com/blog/
    Hedge Fund Cloud Computing Knowledge Center – http://www.eci.com/knowledge-center/cloudcomputingknowledgecenter.html

About Eze Castle Integration

Eze Castle Integration is the leading provider of technology, consulting and IT services to the investment industry. The company’s products and services include Technology Consulting, Outsourced IT Support, Private Cloud Services, Project & Technology Management, Professional Services, Telecommunications, Business Continuity Planning and Disaster Recovery, Archiving, Storage, Colocation and Internet Service. Eze Castle Integration is headquartered in Boston and has offices in Chicago, Dallas, Geneva, Hong Kong, London, Los Angeles, Minneapolis, New York, San Francisco, Singapore and Stamford.

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Norton Financial Acquires C. Baker Associates

Posted by on October 4, 2011 1 comment

Norton Financial Acquires C. Baker Associates










Cumberland, ME (PRWEB) August 11, 2011

Financial services company solidifies its position as a leading provider of employee benefit plans

Norton Financial, the employee benefits division of Norton Insurance • Financial, announced today that the company has acquired C. Baker Associates of Yarmouth, ME. Established in 2005, C. Baker Associates provides group benefit plans to Maine-based employers, including group health plans, defined contribution retirement plans, disability insurance and other voluntary employee benefit programs. With the acquisition by Norton Financial, C. Baker will consolidate its operations at Norton Insurance • Financial’s Cumberland, ME headquarters. Terms of the transaction were not disclosed.

“C. Baker Associates is a strategic acquisition for Norton Financial,” said Peter Fendler, president of Norton Financial. “Carrie Baker and her team have done a terrific job building their client base over the years. By joining Norton Financial, C. Baker Associates and its clients will benefit from the depth and breadth of resources Norton has developed in delivering effective employer sponsored group benefit plans for employees.”

Carrie Baker, agency principal of C. Baker Associates, along with Dave Murray and Susan Davidson, will join the Norton Financial team in Cumberland. “We are absolutely delighted to join Norton Financial,” said Carrie Baker. “Norton delivers expert plan design, implementation and administrative support services for the full range of employee benefit programs.”

Norton Financial has used the changes in impending healthcare reform and the slowdown in the economy to strengthen its position as a leading provider of employee benefit plans. Earlier this year, Norton Financial announced that Nancy Doble, formerly of Penobscot Pension Services, had joined the company to lead Norton’s newly formed Third Party Administrator (TPA) services division for employer sponsored defined contribution plans.

About Norton Insurance • Financial

Norton Insurance • Financial are specialists in business insurance and employee benefits. Established in 1958, Norton is a locally owned, independent insurance agency and financial services company. Norton offers workers’ compensation plans, commercial property/casualty insurance, group health insurance, employer sponsored benefit and retirement plans, home and auto insurance, and investment management services, as Investment Adviser Representatives of Commonwealth Financial Network, to businesses and individuals throughout Northern New England. Norton employs approximately 65 people and has offices in Cumberland Foreside, ME, Brunswick, ME* and Portsmouth, NH*.

Securities & Advisory Services through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services, as well as Third Party Administrator (TPA) services, offered by Norton Financial Services are separate and unrelated to Commonwealth.    

Branch Address: 275 US Route 1 Cumberland Foreside, ME 04110. Telephone: 800-777-5244

*Insurance Representatives of Norton Financial Services do not offer securities or investment advisory services at their Brunswick, ME or Portsmouth, NH offices.

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Introducing the TriDelta Maximizer Strategy that Combines Financial Planning Solutions to Maximize Financial Wealth

Posted by on July 18, 2011 1 comment

Introducing the TriDelta Maximizer Strategy that Combines Financial Planning Solutions to Maximize Financial Wealth












Toronto, ON (PRWEB) September 1, 2006

TriDelta Financial Partners’ Certified Financial Planners (CFP™) and financial advisors can now offer a unique financial planning and estate planning approach called the TriDelta Maximizer Strategy, to connect the dots across all financial solutions.

How the TriDelta Maximizer Strategy works:

On initiation of every financial planning engagement, each TriDelta financial planner goes through a detailed financial plan with their client, reviewing investments , life insurance , mortgages , and retirement goals including tax and estate planning issues.

“We are able to provide this comprehensive financial review because each financial planner holds the Certified Financial Planner™ (CFP™) designation, and we have access to almost every investment, life insurance, and mortgage product in order to implement the plan effectively ” says Ted Rechtshaffen, President, TriDelta Financial Partners.

Following the financial review, the TriDelta financial advisor uses all of the financial tools to craft and implement the best solution for the client. One potential solution is the TriDelta Maximizer Strategy which combines the power of borrowing, investing, insurance and tax planning to best build their client’s wealth.

The Maximizer Strategy can be used equally for individuals in their 40’s as a unique investment and retirement planning tool that can provide returns of over 10% after tax, while clients in their 60’s and 70’s can use the same strategy to support estate planning objectives to significantly grow their Estate with no impact to their cash flow. In many cases, TriDelta Financial Partners can help a client grow their Estate by over $ 500,000 simply by shifting existing assets and using the Maximizer Strategy.

Such opportunities and strategies are rarely presented to the vast majority of individuals because most financial sales people only focus on their specific area – and the types of products that they can offer. Quite simply, TriDelta financial planners and advisors offer the kind of financial peace of mind people have been looking for, but have not received from their stock broker, mutual fund sales person or bank.

About TriDelta Financial Partners

TriDelta Financial Partners is a financial planning firm located in Toronto, Canada whose financial planner and advisor specialists offer investment, mortgages, insurance, retirement planning and estate planning solutions to Canadians. TriDelta Financial Partners work on a fee basis and have access to the entire market for the best combination of products, ensuring that clients receive optimized solutions to maximize their financial wealth and achieve financial peace of mind.

For further information: contact

Ted Rechtshaffen, President and CEO,

TriDelta Financial Partners

(416) 512-8338

http://www.tridelta.ca

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Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.







eFinPLAN Announces New Financial Planning Software for Consumers

Posted by on May 4, 2011 1 comment

eFinPLAN Announces New Financial Planning Software for Consumers












Columbus, OH (PRWEB) June 28, 2007

eFinPLAN today announced the launch of its new Web-based comprehensive financial planning software designed to help consumers reach their financial goals and improve their financial health and literacy.

While most financial services companies pursue only the wealthiest individuals, eFinPLAN is designed to help people of all income levels. It focuses primarily on the underserved “middle market,” where only 1 percent to 2 percent of the 108 million households make use of professionally accredited financial planning professionals that are Financial Planning Association members, according to research by the Journal of Financial Planning.

eFinPLAN’s new software platform is comprehensive and personalized. Unlike narrowly focused products such as retirement planning or college planning “calculators,” it covers 50 financial planning topics.

The software utilizes many innovative features, including:


Quick and easy answers available online
No lengthy downloads or memory occupying software
Changeable and accessible 24/7 from any computer
Educational software has been designed to increase financial knowledge and includes a Web site Learning Center
Demystifies financial planning since the tools, resources, and knowledge enables users to exercise greater individual control and “Take the Mystery out of Financial Planning”
Private and secure platform removes fear of embarrassment or loss of privacy — no identifying numbers (e.g. Social Security) or names required
Costs thousands less than hiring a planner and makes no unwanted investment or insurance plans offers

In addition to the traditional areas of planning, eFinPLAN also covers numerous issues that other plans fail to address. These include factors that impact financial health such as money habits, transportation, debt, technology, relationships, values, charitable planning and utilizing trusted professional advisors.

“Creating solutions to help people take control of their financial lives is our paramount goal,” said Kent Irwin, CEO and founder of eFinPLAN. “People need help — home foreclosures are up, household debt has risen, the average savings rate is the lowest than since the Great Depression and a large percentage of baby boomers have not saved enough for retirement.”

“We believe financial planning and education will help many people achieve their goals, avoid traps, and provide the knowledge to recover from financial difficulties,” he said.

Press contact:

Kent Irwin

CEO and founder, eFinPLAN

614-905-6430

http://www.efinplan.com

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Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.