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2011-03-31 | David Drucker and Joel Bruckenstein, producers of the "T3" Technology Tools for Today newsletter and annual conference, released additional statistics about the 6th annual T3 conference, held February 16-19, 2011.

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2011-03-26 | The Federal Reserve's recent QE2 policy action may have initiated a cycle of inflation forcing financial advisors and consumers to re-evaluate their current and long term investment and retirement planning strategies.

2011-03-16 | Tiburon Strategic Advisors will hold its twentieth Tiburon CEO Summit, a semi-annual event for executive level clients and special guests, April 13-14, 2011 at the Ritz Carlton Hotel in New York City.

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2011-03-05 | Consumers and professional financial advisors who are looking at practical tax and financial planning strategies for 2011 will need to begin crunching their numbers now in order to minimize their future tax liabilities for the next couple of years.

2011-03-04 | Michael Kay, CFP, a long-time financial professional and president of Financial Focus, LLC, has been named to the 2011 FIVE STAR: Best in Client Satisfaction Wealth Managers (SM) list for the state of New Jersey.

2011-03-03 | The deVere Group, the world's largest independent financial consultancy group, has raised GBP72,030 in funds towards Combat Stress, Guillain-Barre syndrome support group.

2011-02-18 | Accounting and business advisory firm Rucci Bardaro & Barrett PC has elected Mark Paquin a Partner of the firm. Paquin will continue to direct and expand the firm's Audit Practice Group.

2011-02-17 | Professional financial advisors and estate planners will find that they will need to update their spread sheets or seek new software to address the significant challenges for managing their client's future estate tax exposure.

2011-02-10 | Law Offices of Daniel V. Pritchett, a Dallas, Texas law firm with a nationwide practice, recently inaugurated its new website, www.dvplaw.com.

2011-02-08 | Barvetii International Wealth Consultants, Madrid, Spain is aware of the impact of globalisation in the investment sector, globalisation has brought new challenges into the 21st-century.

2011-02-04 | As a leader in personal finance software for the professional financial services industry, the 2011 version of ExecPlan Express will include new features, software enhancements and all of the changes in the newly adopted federal tax laws.

2011-02-01 | River Logic's Integrated Business Planner will enable SUEK to integrate financials with S&OP and optimize the supply plan and demand-shaping based on financial metrics.

2011-01-26 | ElderCare Matters is your online resource for elder care and elderly care information.

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2011-01-19 | Kendall Borchardt, a Regional Director with Lindner Capital Advisors (LCA) has been elected President of the Financial Planning Association of Georgia.

2011-01-13 | The deVere Group CEO Nigel Green has announced that he is running the 2011 Land Rover Malta Half Marathon on Sunday 27th February.

2011-01-08 | Michael Argiro of 4T Financial has been named to the State of CT FIVE STAR Wealth Manager list.

2010-12-22 | These new tax law changes including a fix for AMT, a cut in the FICA tax and the extension of Bush era tax cuts may have a significant impact on consumers and professional financial advisors' end of year financial planning strategies.

2010-12-22 | David Drucker and Joel Bruckenstein, producers of the 6th Annual "T3" Technology Tools for Today Conference, today announced speakers and general session details for the conference to be held in Weston, Fla. February 16-19.

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2010-12-15 | Many financial advisors one day realize their businesses are running their lives. Michal F. Kay, President of Financial Focus says these advisors need an approach that allows an understanding of clients, and a self-awareness, from the inside out.

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2010-12-13 | Geoff Davey, co-founder of FinaMetrica, and Deborah Fox, founder of Fox Financial Planning Network (FFPN), announced that they have entered into an alliance to support FFPN subscribers.

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