Search by Tag: financial planning

2012-02-24 | Lloyds TSB today announces that it will offer a Junior Cash ISA, making it the first of the major high street banks to do so.

2012-01-18 | Cities Digital, Inc., international provider of enterprise level document management solutions, and award winning reseller of Laserfiche ECM, has just recently been named an authorized reseller of Finance Logix solutions for financial advisors.

2012-01-04 | BMRW & Associates, Inc., developers of Arkovi, and Texas Tech University's Department of Personal Financial Planning, are announcing a partnership that will explore the use of social media in financial services.

| Video Release | Attachments

2011-11-03 | Sawhney Systems, the developer of financial and tax planning software begins a new revolution of software applications to help improve tax planning process with the release of their new income tax calculator, TaxMode.

2011-10-19 | Charles G. Alvarez appointed CFO of Girl Scouts of California's Central Coast.

2011-10-07 | Sawhney Systems, the makers of tax and financial planning software for over 30 years, begins a new revolution of applications that will help improve tax planning and personal productivity with the release of their TaxMode income tax calculator.

2011-09-30 | The 2011 deVere Group Annual Africa Adviser Conference, which was spread from Saturday 24th till Monday 26th of September, continued to confirm deVere's position as the world's largest independent financial consultancy.

2011-09-29 | The 2011 deVere Group Annual Far East adviser conference, which was held on the 22nd of September in Singapore, marked another successful year for deVere, the world's largest independent financial consultancy.

2011-09-23 | The world's largest independent financial consultancy, The deVere Group, is delighted to hold the 2nd 2011 Annual Far East Conference today, the 22nd of September, 2011 in Singapore.

2011-09-16 | The 2011 adviser conference of the Western Europe branch of The deVere Group, the world's largest independent financial consultancy, that took place in Marbella, Spain last weekend, was indeed another great success.

2011-08-16 | Furness and Associates, Los Anheles CPA firm, is now providing financial reporting services to business owners to relieve the stress of reporting felt by their clients. visit http://www.furnesscpa.com for more information.

2011-08-08 | Financial Focus, LLC of Livingston, New Jersey, announced that Antoinette Bergwall has joined the firm as a financial advisor.

2011-07-01 | Securities America hosted its annual conference in Orlando, Fla., focusing on initiatives in retirement income distribution, business growth and ease of doing business.

| Attachments

2011-06-14 | The deVere Group, which currently stands as the world's largest independent financial consultancy, has proudly appointed Nigel Smith, a winner of the Glyn Gilbert Memorial Award, as Global Technical Manager based in the deVere Malta office.

2011-06-03 | Securities America Inc. is pleased to announce the addition of six experienced advisors from Bismarck, N.D., to Diversified Wealth Management LLC based in St. Louis Park, Minn.

| Attachments

2011-05-26 | As emerging markets grow there will be an increased demand for financial serves as well as personal financial planning software to meet the specific financial demands of consumers in India, Brazil, and China.

2011-05-04 | DeVincent to Explain How to Implement AP Automation Technologies Without Incurring Large Set-Up Costs, Lengthy Installations, or Difficult Adoption, While Experiencing a Positive Return on Investment in Less Than a Year

2011-04-27 | An all-day workshop at Fairfield University's Dolan School of Business on Tuesday, May 24, 2011, will serve as a crash course for professionals seeking to harness the power of social media.

| Attachments

2011-04-12 | Big names and big ideas promise to make Long Island's largest trade show and conference the business event to attend this spring; Thursday, May 26, 9 AM - 4 PM; Suffolk County Community College Sports & Exhibition Complex, Brentwood Campus.

2011-04-02 | Pat Vitucci, a Bay Area Independent Financial Advisor, will conduct two financial seminars in May. May 5 with KGO radio's Len Tillem and May 12th with San Francisco radio's Brian Sussman. Both seminars are complimentary and open to the public.