Search by Tag: Financial Advice

2011-01-08 | Michael Argiro of 4T Financial has been named to the State of CT FIVE STAR Wealth Manager list.

2010-12-15 | Many financial advisors one day realize their businesses are running their lives. Michal F. Kay, President of Financial Focus says these advisors need an approach that allows an understanding of clients, and a self-awareness, from the inside out.

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2010-11-04 | In the new book, Plan of Action: Strategies to Help You Build and Preserve Wealth, nine financial professionals help Americans consider their financial future, begin making plans and explore the tools to help achieve their dreams.

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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.

2010-09-16 | 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.

2010-09-15 | The deVere Group, the world's largest independent financial consultancy group, is pleased to announce that it has entered into a formal agreement with leading currency broker TorFX Ltd to offer foreign exchange advice to its clients.

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

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.

2010-07-20 | The deVere Group, the world's largest independent financial consultancy group, carried out a survey further to Chancellor Osborne's Emergency Budget, held on 22nd June 2010.

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.

2010-06-09 | 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.

2010-06-03 | 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.

2010-05-19 | 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.

2010-04-30 | 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 | The deVere Group, the world's largest independent financial consultancy group, announced today the opening of a new office in Zambia to service the growing demand for independent financial advice in Southern Africa.