Search by Tag: financial planning

2012-05-22 | According to the Atlanta asset management group, Brightworth, increased risk means a wealth preservation plan should be in place and under regular review. In various stages of life these risks change and require appropriate planning.

2012-05-03 | New Paraplanning service to delivers quality and compliant SoA's in a timely manner for financial advisers allowing for work life balance.

2012-05-01 | Jason Blair to Join Utility's Executive Team

2012-04-26 | Orlando bankruptcy firm Clark & Washington remind those facing bankruptcy in Orlando that Cyndi Lauper found success after filing for early career bankruptcy.

2012-04-12 | Tampa Bankruptcy Firm Clark & Washington reminds those facing Tampa bankruptcy about Larry King's bankruptcy success story to inspire hope and confidence.

2012-03-21 | Sand Hill Global Advisors, founded in 1982 and located in Palo Alto, CA, has been recognized by NABCAP Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management in the San Francisco Bay Area.

2012-03-15 | Paul Santini Joins Corcentric as National Account Manager, Bringing with Him an Extensive Background in Retail and ERP Automation

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.

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.