Search by Tag: financial planning

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.

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.