EquaTerra Named Top Ranking Full Service Sourcing Advisor in 2007 Black Book of Outsourcing: Ranked Number 1 in IT Outsourcing, and in Top 5 in HRO, FAO and BPO EquaTerra today announced it was named the top ranking Full Service Outsourcing and Offshoring Advisor in the 2007 Black Book of Outsourcing. The firm also garnered the top ranking in the Information Technology outsourcing advisory category, number two in Finance and Accounting outsourcing, number three in Human Resources outsourcing, and number four in overall business process outsourcing (BPO). No other firm scored as high in all of these strategic categories, nor in as many categories. - 2007-06-15

First Command Re-Enlists as Corporate Partner in Armed Forces Bowl First Command Financial Services has signed on again as a corporate partner with the Bell Helicopter Armed Forces Bowl, marking its second year as a sponsor of this New Year's Eve game. - 2007-06-11

Introducing Fiore: A New Concept in Eco-Friendly Living, Slated to Be the First 5-Star Rated Green Community in the Nation -- Innovative, Environmentally Responsible Development Will Allow for Urban Living in a Park-Like Setting The city of Austin will soon be home to a state-of-the art residential community which will be, upon completion, the first 5-star rated green development in the United States. Fiore (http://www.fioregreen.com) will provide Austin buyers with contemporary, environmentally sensitive new homes built with the conservation of energy and natural resources in mind. Construction is set to begin on the East Austin development in the coming weeks. - 2007-06-06

Financial Restructuring Industry Leader Dan Scouler Announces New Venture: Scouler & Company to Focus on Restructuring, Crisis Management and Transactional Services Financial restructuring industry authority Dan Scouler today announced the formation of Scouler & Company, a restructuring, crisis management and transaction services firm serving companies, investors and lenders nationally from offices in New York and Los Angeles. The Scouler & Company services portfolio will encompass financial advisory (restructuring, business and operating plans), business stabilization (facility consolidation and closure, asset conversion, working capital and liquidity improvement), technology advisory (enterprise systems, risk assessments, business analytics and system recovery), interim executive management (at the CEO, COO, CFO, CIO and CTO level), and transaction services (refinancing and divestiture strategies, due diligence, securing equity and debt participants). - 2007-06-06

optionsXpress(R) Introduces Real-Time Portfolio Margining: Individual investors to benefit from new risk based margin requirements optionsXpress Holdings, Inc. (Nasdaq: OXPS) today announced the launch of real-time portfolio margining to eligible customers of its broker dealer subsidiaries. optionsXpress (www.optionsxpress.com), among the first brokerage firms in the country to offer portfolio margining to qualified customers, offers real-time margin calculations and a suite of new trade entry and position analysis tools designed specifically for portfolio margining. - 2007-06-05

optionsXpress(R) Introduces Advanced Chart Patterns for Technical Analysis optionsXpress Holdings, Inc. (Nasdaq: OXPS): - 2007-05-31

Angelo, Gordon & Co.'s Net Lease Group Completes $58 Million Sale-Leaseback with Sunny Delight Beverages Co. Angelo, Gordon & Co.'s ("Angelo Gordon") dedicated Net Lease Group ("AG Net Lease") announced today that it acquired three of Sunny Delight Beverages Co.'s ("Sunny D") primary domestic bottling facilities located in Anaheim, CA, Dayton, NJ, and Atlanta, GA. Proceeds of the sale-leaseback transaction primarily were used to pay down senior indebtedness. Boston-based private equity firm, J.W. Childs Associates, L.P. ("J.W. Childs") acquired Sunny D from Procter & Gamble in 2004. - 2007-05-30

Demand Optimization Council Announces Leadership: Council's Chairperson, Advisory Group, and Future Research Project Named The Demand Optimization Council (DOC), a financial services industry consortium committed to improving financial services business through the use of optimization science, today announced the selection of the Council's leadership team and selection of the research project topic. - 2007-05-22

Geezeo Offers Consumers First-Ever Text-Message Access to All Financial Accounts Geezeo: - 2007-05-21

Phillip Roy Financial Services Announces National Expansion Phillip Roy Financial Services announces a new national expansion with new offices to be opened in over a dozen locations in the next twelve months. Locations currently being set up include Charlotte, North Carolina, several offices in Southern California, a series of offices in Chicago, Illinois, and offices throughout the Eastern part of the United States. Eventually the company plans to have over fifty offices nationally. - 2007-05-21

optionsXpress(R) Begins Investor Education with Chicago Mercantile Exchange Focused on Futures Options Online broker optionsXpress Holdings, Inc. (Nasdaq:OXPS) and the Chicago Mercantile Exchange (NYSE:CME)(Nasdaq:CME), the world's largest and most diverse derivatives exchange, today announced a unique new partnership to develop a wide range of investor education events. Individual investors can attend webinars and seminars to understand how options on futures such as stock indexes and currencies are important risk management trading tools for their portfolios. - 2007-05-09

Angelo, Gordon & Co.'s Net Lease Group Completes Sale-Leaseback Transaction with Carousel Capital Portfolio Company Simpson Performance Products Angelo, Gordon & Co.'s ("Angelo Gordon") dedicated Net Lease Group ("AG Net Lease") announced today that it has acquired the headquarters and manufacturing facilities of Simpson Performance Products, Inc. ("Simpson") through a sale-leaseback transaction. Simpson is a portfolio company of Carousel Capital, a Charlotte-based private equity firm. - 2007-05-09

Angelo, Gordon & Co.'s Net Lease Group Completes Sale-Leaseback Transaction with Carousel Capital Portfolio Company Visador Holding Corporation Angelo, Gordon & Co.'s ("Angelo Gordon") dedicated Net Lease Group ("AG Net Lease") announced today that it has acquired the headquarters and manufacturing facilities of Coffman Stairs, LLC ("Coffman"), a wholly-owned subsidiary of Visador Holding Corporation ("Visador"), through a sale-leaseback transaction. Visador is a portfolio company of Carousel Capital, a Charlotte-based private equity firm. - 2007-05-09

Take the ''Mental Journey to Millions'' at the Seattle Westin Hotel, June 22-24, 2007: Register before May 24, 2007 to Enjoy Early Bird and Preferred Registration Fees Puget Sound real estate "boy wonder" and philanthropist Thach Nguyen and his mentor -- internationally known author, lecturer, sales coach, and mentor Matthew Ferry -- will explain how to attract millions effortlessly at a three-day training event entitled the "Mental Journey to Millions" (www.gomjm.com) taking place at the Seattle Westin Hotel June 22-24, 2007. - 2007-05-08

LEAP SYSTEMS, Inc. & OLTIS Software, LLC Launch Breakthrough Wealth in Motion(TM) Financial Software: Through the use of Leading Edge Technology and Dynamic Financial Tools and Methodologies, Wealth In Motion(TM) Software Stands to Alter the Landscape of Financial Systems in use by Advisors and Agents LEAP SYSTEMS, Inc., along with its software development partner OLTIS Software, LLC, today introduced Wealth In Motion(TM). The offering from LEAP SYSTEMS, Inc., a financial systems developer for the life insurance and financial services industry, has been developed for use by financial advisors and their clients. Wealth In Motion(TM) is a visually dynamic, client-facing application which employs the use of two proprietary components: the PS&G Model(TM), a unique wealth analytics tool which organizes, analyzes, and monitors a client's financial position in a single screen view; and the Finance Logix Framework(TM) a powerful and dynamic financial engine which incorporates financial products, tax laws, and calculation metrics to drive the processes within the application. The Wealth In Motion (TM) software offers the first financial software for life insurance agents, financial planners, CPAs, and other advisors to combine these two time-tested technologies to create a solution that is highly visual and client-facing and which uses both a Macro-Financial and Micro-Financial approach to help advisors and their clients make more appropriate and verifiable decisions with their money. Key functionality contained in this release includes the Macro-Financial real-time client PS&G Model which will synthesize all of clients' assets, liabilities, protection elements, and cash flow into a single view. Where the conventional servicing of clients within the financial services industry has meant employing the use of complex and difficult for the client to understand reports, numbering in the hundreds of pages, Wealth In Motion(TM) has deployed a revolutionary and dynamic, single screen (one page) view that takes a client on a journey through their financial life. Through a reduction in the complexity of illustrating clients' protection and wealth building needs and opportunities, Wealth In Motion(TM) seeks to provide a financial tool which will simplify the business practices of the financial advisor while increasing the satisfaction and comprehension level of the consumers with whom they do business. Wealth In Motion(TM) also contains significant Micro-Financial tools to further develop life wealth building and distribution issues concerning Insurance, Retirement, Education, Allocation, Estate, and other financial issues facing clients. Instead of a back-office only tool, Wealth In Motion(TM) is designed for use in front of the client, with the client participating in the strategic sessions. This approach of having clients actively involved in the financial design process has proven to both hasten clients' desire to take action as well as increase client satisfaction with the advisor. - 2007-05-07

Industry Leading Proprietary Trading Firm Sees Value in Hiring Specialists Kershner Trading, a leading proprietary trading and technology firm, is growing its business by hiring specialists away from the NYSE and AMEX. - 2007-03-31

Business Wire CIO Steve Messick Debunks Myth That Blogs/RSS Are a Satisfactory Substitute for Simultaneous Disclosure Business Wire CIO Steve Messick today labelled Sun Microsystem CEO Jonathan Schwartz's recent call to reform Regulation FD "way off base," explaining from a technical perspective why Schwartz' proposed corporate blog/RSS distribution platform does not meet the requirements for fair and simultaneous disclosure. - 2007-03-28

Global Crown Capital's Team Named Compliance Leaders of the Year Global Crown Capital, LLC ("GCC"), a full-service boutique investment firm, today announced that its compliance team won the 5th Annual Achievement in Regulatory Compliance from the Compliance Reporter, a publication of Institutional Investor, Inc. Henry Wolfgang Carter, General Counsel and Chief Compliance Officer and Charles Kanavel, Director of Compliance and Technology were recognized for their significant contributions to financial services compliance and regulation. Other nominees in this category included individuals from Fidelity Management & Research (Boston) and Lloyds TSB (London). - 2007-03-21

Institute for Entrepreneurship Engages Investment Banker to Raise $250 Million in Grants for Student-Initiated Businesses The Institute for Entrepreneurship (www.instituteforentrepreneurship.com), an organization that facilitates the development of successful entrepreneurs through education, has engaged an investment banker to raise $250 million in capital, which will be used to fund small businesses created by college students. - 2007-03-14

Gold Expected to Dominate the Investment Horizon, Experts Advise Early Stock Purchases Traditionally, gold has had an inverse relationship with the stock market. When stocks go up, the price of gold usually falls; when stocks flounder, the price of gold usually skyrockets. Some experts believe it could mean a lot for investors in 2007, because gold is once again catching the eye of the investor. For General Metals Corporation, the news couldn't come at a better time. - 2007-03-09

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