Search by Tag: financial planning

2010-10-08 | Bay Area financial advisor and radio personality Pat Vitucci has announced that he will continue as host of the hour-long radio program "Your Financial Life", entering its 15th season, on stations in the San Francisco Bay Area.

2010-10-01 | Verus Capital Partners, LLC, a SEC registered investment advisory firm in Scottsdale, Ariz., has become a branch of independent broker/dealer Securities America.

2010-09-30 | Finding a trustworthy financial professional is essential, especially during the on-going economic turmoil facing today's investors.

2010-09-25 | ExecPlan Express now supplements its affordable and easy to use personal financial planning software with free basic retirement calculator tools to help professional advisors as well as consumers with the most common financial planning questions

2010-09-24 | John Jenkins, president and CEO of San Diego-based suggests five moves that can help position a portfolio for any number of unknown events that could range from inflation or deflation to stagflation and even for depression or recovery.

2010-09-17 | Congressional inaction makes investment, tax and retirement planning that much harder since no one knows whether to assume that the current tax rates will remain the same or return to the pre 2001 rates.

2010-09-16 | Independent broker/dealer Securities America is pleased to announce an agreement with Equitas Financial of Grand Rapids, Mich., for Equitas Financial managers and registered representatives to become a branch of Securities America.

2010-09-16 | The sixth annual T3 Technology Tools for Today Conference will be held at the Grand Hyatt Bonaventure Hotel in Weston, FL (Fort Lauderdale) from February 16-19th, 2011.

2010-09-10 | Financial Life Planning pioneer George Kinder, who moved his family from America to London for an extended stay in August, will return to the U.S. to lead a new one-day workshop and participate in the annual Life Planning Conference in Denver.

2010-08-28 | Stevens Wealth Management recently appeared in Financial Advisor's 2010 list of largest and fastest growing registered investment advisor firms.

2010-08-25 | A new book sheds light on a revolutionary financial planning method that could mean the end of retirement planning as we know it.

2010-08-25 | Local independent advisory firm achieves distinction in recent surveys in Wealth Manager, Financial Advisor magazines, second year running.

2010-08-06 | Stanley, Morgan & Associates, the asset recovery giant located in Anaheim, CA, announces plans to offer credit counseling and financial planning to debtors and clients alike.

2010-08-01 | "I look forward to taking part strategic planning alongside other recognized professionals in the industry so that we can collectively make the entire practice easier both for mortgage professionals and for borrowers," said Milstein.

2010-07-27 | Securities America has named Jim Nagengast as chief executive officer. Nagengast follows Steve McWhorter, who announced his retirement in January after 23 years with the company.

2010-07-21 | Financial Life Planning pioneer George Kinder will be moving from America to London for an extended stay beginning August 1, 2010. Mr. Kinder is founder and president of the Kinder Institute of Life Planning (www.KinderInstitute.com).

2010-07-16 | Securities America's commitment to helping branch office managers improve and expand their business is producing results.

2010-07-02 | Securities America hosted its annual conference June 5-8, 2010, in Huntington Beach, Calif. With more than 1,148 attendees, the conference set a new attendance record.

2010-06-30 | Geoff Davey, co-founder of FinaMetrica, and Andy Frommeyer, fi360's director of products and services, announced they have entered into an alliance to further support fi360's Toolkit subscribers.

2010-06-30 | Sue Stevens, a Chicago-area based CERTIFIED FINANCIAL PLANNER; professional and president of Stevens Wealth Management, LLC, has to date received three awards for her debut book Put Your Money Where Your Heart Is.