News
See news as it relates to services available through Stahlvest or PKS Investments.
Top Stories
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February 10, 2011
New features coming to StreetScape, National Financial’s broker workstation. Announcement heralds increased technology sharing with other parts of Fidelity
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February 1, 2011
National Financial® Extends Market Research Access for Brokers with Inclusion of Stifel Nicolaus into Streetscape® Workstation -
Sept. 30, 2010
National Financial® Strengthens Hybrid Leadership With Launch Of Sophisticated Fee-Based Capabilities
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September 27, 2010 James Stahl, Stahlvest, LLC participates at Fidelity Investments due-diligence meeting for the Fidelity Advisor Council in Boston, MA with senior executives and mutual fund managers. Bob Woodward releases his new book "Obama's Wars" as keynote speaker at a dinner reception.
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July 3, 2010 James Stahl, Stahlvest, LLC, Cumberland, MD repeats as a foremost advisor and is re-appointed to the 2010 Fidelity Investments Advisor Council. Members are provided additional support and opportunities to meet with senior Fidelity executives and mutual fund managers
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June 15, 2010
Fidelity® Survey Finds Investors Remained Loyal To Their Financial Advisors After 2009 Market Low
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March 30, 2010
Suite of New Online Service Tools from National Financial® Enhances Client Service Experience for Broker-Dealers
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March 24, 2010
Fidelity® Launches Resources to Help RIAs and Broker-Dealers Prepare for New Cost Basis Reporting Requirement
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March 15, 2010
Fidelity Institutional Establishes Centralized Client Experience Organization
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November 23, 2009
Fidelity Investments® Strengthens Roth IRA Conversion Program for Financial Advisors and Brokers
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November 11, 2009
Fidelity Investments® Introduces Market Intelligence Program for Financial Advisors and Broker-Dealers
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July 13, 2009
National Financial® Introduces Enhanced Brokerage Technology Platform for Brokers and Advisors
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April 13, 2009
Fidelity® Investments Extends Participation for Certain Money Market Funds in U.S. Treasury Temporary Guarantee Program
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December 15, 2008
104 Hybrid Firms and Advisors Bring $13 Billion in Assets to Fidelity and National Financial
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October 1, 2008
Stahlvest Moves Cumberland office - new location is
28A Washington Street (just 1/2 block uphill from previous office)
Click "About" to see picture of building -
June 3, 2008
Fidelity® and National Financial® Launch HybridOneSM to Help Firms and Advisors Manage Both Commission- and Fee-Based Business
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April 8, 2008
National Financial® Establishes New Self-Clearing Business
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February 4, 2008
National Financial® Study Reveals That Twice as Many Brokers Are Likely to Switch Firms in 2008
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September 5, 2007
Fidelity Launches Online Retirement Income Planning Tool For Financial Advisors
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August 3, 2007
National Financial To Offer Residental Mortgage And Home Equity Products Through EverBank
Full Story - August 2, 2007
We have a new name! Market Regulator important news.
NASD Changes Name to FINRA - July 18, 2007
National Financial and The Foundation For Financial Planning Join Forces.
More - April 30, 2007
Investment News One on One article featuring Norman R. Malo, president and chief executive officer of National Financial
More - April 23, 2007
National Financial Strengthens Electronic Trading Platform with Addition of FutureTrade.
More - February 12, 2007
National Financial Client Assets Reach Record $649 Billion in 2006
More - February 1, 2007
National Financial and Fetter Logic to Offer Suite of Data Management Solutions
More - January 24, 2007
Fidelity Investments Announces 2006 Fourth Quarter and Full-Year Results for Fidelity Brokerage Company
More - January 17, 2007
70% of Americans Say Not Having Enough Money to Live on is a Top Retirement Concern, Yet Less than Half are Utilizing an IRA
More - October 31, 2006
National Financial Study Reveals 60% of Brokers Find Other Types of Firms More Appealing
More - August 17, 2006
President Bush signs the Pension Protection Act of 2006 into law
More - April 24, 2006
National Financial Establishes Alliances for Aggregation Program and Market Data Platform
More