Search by Tag: financial planning

2010-06-25 | "Dave has a history of managing and streamlining large operations by implementing successful business strategies. We are very pleased to welcome him and are confident that he will be instrumental in driving growth and efficiency" - CEO Dan Milstein

2010-06-25 | The bill's new taxes will affect more than just everyone's healthcare, it could significantly alter investment and tax planning strategies and may potentially have an adverse impact on many individual's personal retirement planning goals as well.

2010-06-16 | Lindner Capital Advisors (LCA) announced today that Mary Pitts is associating with the Atlanta-based investment advisory firm as an independent advisor.

2010-06-09 | In a gut-wrenching afternoon for Wall Street traders and market timers across the United States, the Dow Jones Industrial Average dropped 700 points in just ten minutes on May 10.

2010-06-08 | Now that the Healthcare and Education Reconciliation Act of 2010 has passed, John Jenkins, an independent financial professional is helping Americans answer the question "What's in it for me?"

2010-06-07 | Topics covered in the report include the benefits of managing investment risk, stock market volatility and determining whether the stock market's risk has been increasing or decreasing.

2010-06-03 | Securities America has added Debra Grier as regional director of branch office development for the west coast region, covering the states of California, Nevada, Hawaii, Washington and Oregon.

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.

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.