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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.

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.

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.

2010-12-08 | Jerry Sullivan, a 25-year member of the financial services industry and resident of Green Valley/Fairfield, has joined Vitucci & Associates of Walnut Creek as a registered representative and insurance specialist.

2010-12-08 | Advisor Impact, Charles Schwab Advisor Services, and researchers at Texas Tech University today revealed results from the 2010 "Economics of Loyalty" survey.

2010-11-21 | Even if congress fails to act on the Bush era tax cuts, there are a variety of tax planning strategies to help reduce current and future tax exposure, the key though is that you need to act before the end of the year.

2010-11-18 | According to a consortium of financial professionals affiliated with Securities America, the real motivation to never retire may be fueled by the fear of giving up the comfort of a paycheck and having to begin to draw down retirement accounts.

2010-11-17 | Study based on the Value Averaging investment strategy reveals how investors can achieve their financial goals regardless of market volatility or direction. Powerful web based software program now available for license to financial services companies.

2010-11-16 | Bolthouse Farms to transform trade planning in a unified planning environment with Trade Promotion Optimization Planner.

2010-11-10 | DeVincent to explain how to implement 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.

2010-11-09 | The deVere Group, the world's largest independent financial consultancy group, was announced lead sponsor of Chris Foot in his quest to become the first polar expeditionist to travel 1392 miles solo unsupported and unassisted.

2010-11-09 | David Drucker and Joel Bruckenstein, producers of the 6th Annual "T3" Technology Tools for Today Conference, today announced details of conference breakout sessions to be held at the Grand Hyatt Bonaventure Hotel in Weston, FL February 16-19th, 2011

2010-11-04 | In the new book, Plan of Action: Strategies to Help You Build and Preserve Wealth, nine financial professionals help Americans consider their financial future, begin making plans and explore the tools to help achieve their dreams.

2010-11-02 | Rob DeVincent provides company with extensive background in accounts payable automation solutions.

2010-10-16 | Advisors, accountants, investors and consumers are now starting to learn about the significant tax increases with the new bill and are now looking at how to evaluate what can be done to minimize their exposure.

2010-10-15 | Vitucci & Associates, a Bay Area financial advisor firm founded by Pat Vitucci, has opened its eleventh office in Larkspur, Marin County.