Search by Tag: financial planning

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.

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.

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.

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.

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.

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.