Search by Tag: financial planning

2010-01-28 | Securities America has announced the members of its 2010 Advisory Council. The Securities America Advisory Council is made up of 11 financial advisors who serve rotating three-year terms.

2010-01-24 | Martin Edelston, founder and chair of Boardroom Inc., publisher of America's largest consumer newsletter, Bottom Line/Personal, has teamed with Rutgers Business School to create a new undergraduate course, Love and Money: Valuable Lessons for Life.

2010-01-21 | Independent broker/dealer Securities America completed its 25th anniversary celebration by exceeding all goals for Investing in Our Communities: 25 Weeks of Caring, Giving and Sharing.

2010-01-13 | At a time when people need to know more about investing comes an exciting new class. "Cooking Up A Healthier Financial Future" uses food and menu planning to help people understand the basic concepts of investing.

2009-11-19 | Further to the launch of its graduate training scheme in June 2009, the deVere Group, the world's largest financial consultancy group is pleased to announce that the first course was completed successfully.

2009-11-12 | William F. Rucci, Jr., CPA MST, a partner with the Boston accounting and business advisory firm Rucci, Bardaro & Barrett, has been elected to the board of directors of Russell Bedford International, a global network of consulting firms.

2009-11-06 | CEO of Nabers Group (www.Nabers.com), Jeff Nabers recently caught up with financial researcher and writer Thomas Woods, the author of Meltdown, and discussed in an interview his thoughts about auditing the Federal Reserve.

2009-11-05 | Jeff Nabers, CEO Of Nabers Group Cautions Against The Use Of 401k, IRA Rollovers As A Financing Strategy For A Business Start-up.

2009-10-17 | Securities America launched "Investing in Our Communities: 25 Weeks of Caring, Giving and Sharing" to celebrate the company's 25th anniversary through community service projects in Omaha and other communities across the country.

2009-09-30 | Long serving financial adviser Rob Bourne has moved into the field of financial education to better educate people on how to make money.

2009-09-29 | River Logic's Enriched Platform Accelerates Shared Business Processes and Facilitates Information-Sharing across Boundaries for Better Business Insight

2009-09-26 | At a time when people need to know more about investing comes an exciting new class. "Cooking Up A Healthier Financial Future" uses food and menu planning to help people understand the basic concepts of investing.

2009-08-28 | deVere and Partners, the world's largest independent international financial consultancy announced today the acquisition of DVAinvest, an independent advisory company with an established presence in Russia.

2009-07-19 | FMG, a fee-only, Cincinnati based wealth management firm has been recognized by Bloomberg's wealth manager magazine as one of the "Top Wealth Management Firms" in the country for the past nine consecutive years.

2009-07-13 | River Logic Further Distinguishes Itself by Earning Microsoft Competencies in Business Intelligence and ISV/Software Solutions

2009-05-28 | Research finds a majority of companies could improve their performance and ability to respond to change through better coordination of their business planning activities.

2009-05-19 | Robert S. Vetch, ACA brings 15 years of professional experience to Brit Insurance.

2009-05-16 | Scottish Widows and Clerical Medical will combine to provide a new single intermediary sales force and product proposition from 1 July 2009

2009-04-22 | Freecreditreportresource.net, free informational web site, has recently added several financial calculators and planners to their site.

2009-04-08 | Where there's a 'Will' there's a way, but a staggering 34 million* adults across Britain don't yet have a Will, and have no intention of getting one in the near future according to a new study from The Co-operative Legal Services (CLS).