Search by Tag: Financial Advice

2010-04-03 | Advisorpod.com, the online resource for practice management podcasts for financial advisors, made a big splash as an exhibitor at the FPA Business Solutions conference March 1-3 in Dallas, Texas.

2010-04-01 | Securities America, Inc. reports that demand for its NextPhase retirement income distribution platform has exceeded expectations. To date, there have been 322 requests for proposals, representing approximately $339 million in investable assets.

2010-03-25 | The deVere Group is pleased to announce its success with the results of the first tranche of the Chartered Institute for Securities & Investment (CISI) examinations.

2010-03-18 | Moneystand founder Matt Spencer suggests savers must look for smart new ways to make the most out of their accumulated wealth in the midst of continual drops in saving rates.

2010-03-06 | Securities America has recognized Jaime Bordelon, executive assistant to Bill Mertins of Mertins Wealth Services in Pensacola, Fla., as its Assistant of the Year for 2009. She will be honored at the Securities America National Conference in Huntington Beach, Calif., on June 5-8.

2010-02-27 | Securities America reports that nearly 50 percent of their producing advisors are benefitting from the experience and expertise of their colleagues through collaborative study groups and LISTSERV activities.

2010-02-06 | Securities America ended 2009 with the second best recruiting results in its history, adding 329 advisors representing over $45.5 million in revenue. This was a 14 percent increase in recruited revenue over 2008.

2010-01-28 | Securities America has announced the members of its 2010 Advisory Council. The Securities America Advisory Council is made up of 11 financial advisors who serve rotating three-year terms.

2010-01-21 | Independent broker/dealer Securities America completed its 25th anniversary celebration by exceeding all goals for Investing in Our Communities: 25 Weeks of Caring, Giving and Sharing.

2009-12-13 | During tough economic times with rising levels of personal insolvency, one UK website is offering consumers reliable, factual and helpful money advice.

2009-10-17 | Securities America launched "Investing in Our Communities: 25 Weeks of Caring, Giving and Sharing" to celebrate the company's 25th anniversary through community service projects in Omaha and other communities across the country.

2009-09-05 |

2009-08-20 | In today's complete meltdown of our entire socioeconomic lives, it's about time some company launches a platform and leadership model for all to follow. WE must Wake Up and regain control in Free Enterprise network marketing.

2009-08-18 | deVere and Partners, the world's largest independent international financial consultancy, is pleased to announce that it is now servicing 50,000 clients across the globe.

2009-07-18 | In today's financial collapse, America is begging for alternative ways to invest and learn some new ideals for their retirement money or building wealth in free enterprise. Most now know our financial model is broke and manipulated.

2009-07-15 | Two thirds of people have not protected themselves for the long term should they lose their household's main income. 45% of Brits said they would use their savings if they or their partner were unable to work due to ill health or Injury

2009-05-22 | Thinking Money states that UK 'credit card not present' fraud has risen by 13% - Visa and a number of credit card companies announce launch of the EMUE card to combat credit card fraud losses of GBP609.9m - EMUE may give retailers more protection

2009-05-09 | deVere & Partners Group, the largest independent international Financial Advisory firm is pleased to announce an increase in business for the first quarter of 2009.

2008-11-29 | The Small Firms Loan Guarantee (SFLG) is deemed an attractive form of finance for business clients by 66 per cent of UK accountants according to an independent study by Venture Finance.

2008-08-13 | A new class of 'reluctant landlords' are increasingly in need of expert accountancy and business advice, according to UK accountant brokers, Just Accountants.