Search by Tag: financial planning

2010-06-03 | Securities America was profiled in the May issue of Source Media's Financial Planning magazine, with President Jim Nagengast featured on the cover.

2010-05-27 | Bob Veres, editor/author and industry influential, examines the metamorphoses currently happening in the industry and forecasts the future in his new white paper report.

2010-05-19 | Securities America will host its annual Connect! National conference in Huntington Beach, California, which will kick-off with pre-conference events dedicated to helping advisors accelerate the growth of their fee-based businesses.

2010-05-17 | Securities America has added Glen McRary as regional director of branch office development for the southwest region.

2010-05-16 | USAdvisors Network (USAN) and Securities America, Inc. have launched www.fibenchmarking.com, a website devoted to helping banks assess their investment programs.

2010-05-16 | Sue Stevens, a leading wealth manager in the United States, announces the release of her book Put Your Money Where Your Heart Is.

2010-05-02 | Tina Jablonski was recently promoted to vice president of Branch Development at Gold Star Mortgage Financial Group.

2010-04-30 | Atlanta-based financial advisor Karen J. Lee, an in-demand resource for media outlets such as CNN, Parenting magazine and the AICPA, speaks about the importance of recognizing, and attending to, clients' underlying issues surrounding money.

2010-04-30 | Securities America, Inc. has contracted Paul A. Werlin, president of Human Capital Resources Inc., to help the independent broker-dealer expand its presence in the financial institution channel.

2010-04-24 | There are many tax breaks that consumers will miss if they wait until next year to read articles on "Tax Tips for 2010", so now is the time to start planning.

2010-04-16 | At a time when people need to know more about investing comes an exciting new class. "Cooking Up A Healthier Financial Life" uses food and menu planning to help people understand the basic concepts of investing.

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2010-04-03 | Financial advisors and consumers have begun investing a great deal of time analyzing the merits of converting a traditional IRA into a ROTH IRA only to find out that the answer is "it depends"

2010-04-03 | Advisorpod.com, the online resource for practice management podcasts for financial advisors, made a big splash as an exhibitor at the FPA Business Solutions conference March 1-3 in Dallas, Texas.

2010-04-01 | Securities America, Inc. reports that demand for its NextPhase retirement income distribution platform has exceeded expectations. To date, there have been 322 requests for proposals, representing approximately $339 million in investable assets.

2010-03-06 | Securities America has recognized Jaime Bordelon, executive assistant to Bill Mertins of Mertins Wealth Services in Pensacola, Fla., as its Assistant of the Year for 2009. She will be honored at the Securities America National Conference in Huntington Beach, Calif., on June 5-8.

2010-02-27 | Securities America reports that nearly 50 percent of their producing advisors are benefitting from the experience and expertise of their colleagues through collaborative study groups and LISTSERV activities.

2010-02-16 | Linda Allen Opens State Farm Insurance Office in Ft Worth, TX at 8101 Boat Club Road

2010-02-06 | Securities America ended 2009 with the second best recruiting results in its history, adding 329 advisors representing over $45.5 million in revenue. This was a 14 percent increase in recruited revenue over 2008.

2010-01-30 | Financial Experts Jeff Nabers and Phoebe Chongchua, authors of the Book 5 Steps To Freedom, have released the book in Kindle format.

2010-01-28 | Jenny intends to pick up the latest ideas in Debt Management, Wealth Acceleration, tips for the M3 Private Wealth Group, Financial Education Programs as well as cutting-edge marketing techniques for entrepreneurs with direct sales and home-based businesses.