Search News by Tag: financial advisor

247 news stories found

Press Release July 12, 2011
The largest independent financial consultancy in the world, The deVere Group, is very proud to announce that it has now added the Alquity Africa Fund to its 5,000+ range of funds.
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Press Release June 29, 2011
Pat Vitucci, a Bay Area Independent Financial Advisor, sends us a reminder that retirement planning today is far different than it was several years ago.
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Press Release June 15, 2011
Vitucci & Associates, Bay Area financial advisors, has named Administrative Manager Pam Hirschfeld and Registered Representative Robin Prosser employees of the year.
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Press Release June 9, 2011
Tamarac, Inc., today announced Darryl Celkupa as its VP of Business Development, overseeing Tamarac's business expansion through sales and extended strategic alliances.
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Press Release May 25, 2011
Pat Vitucci, a Bay Area Independent Financial Advisor, was recently honored as a President's Level producer by National Planning Corporation (NPC ) during the firm's recent 2011 National Conference and Excellence Awards held in Colorado Springs, CO.
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Press Release May 19, 2011
EFA to help position and grow AMP as a leader in the amusement industry.
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Press Release April 2, 2011
Pat Vitucci, a Bay Area Independent Financial Advisor, will conduct two financial seminars in May. May 5 with KGO radio's Len Tillem and May 12th with San Francisco radio's Brian Sussman. Both seminars are complimentary and open to the public.
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Press Release March 31, 2011
David Drucker and Joel Bruckenstein, producers of the "T3" Technology Tools for Today newsletter and annual conference, released additional statistics about the 6th annual T3 conference, held February 16-19, 2011.
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Press Release March 18, 2011
Pat Vitucci, a Bay area independent financial advisor, and Len Tillem*, a Bay area estate planning attorney, will launch a "virtual seminar" available through the KGO Radio website. 1 hour financial seminar available beginning noon 4/1/11 - 4/3/11.
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Press Release March 16, 2011
Tiburon Strategic Advisors will hold its twentieth Tiburon CEO Summit, a semi-annual event for executive level clients and special guests, April 13-14, 2011 at the Ritz Carlton Hotel in New York City.
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Press Release March 9, 2011
If you are not careful whom you choose to mediate, and your children's emotions stemming from your divorce have already been affected negatively, you may do additional damage.
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Press Release March 7, 2011
Metro Duda, JR., CFP , ChFC , CLTC, a long-time financial professional and vice president of Financial Focus, LLC, has been named to the 2011 FIVE STAR: Best in Client Satisfaction Wealth Managers(SM) list for the state of New Jersey
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Press Release March 4, 2011
Pat Vitucci, a Bay Area Independent Financial Advisor, recently launched his second weekly radio program called "Sound Money- A Conservative Approach To Investing".
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Press Release March 4, 2011
Michael Kay, CFP, a long-time financial professional and president of Financial Focus, LLC, has been named to the 2011 FIVE STAR: Best in Client Satisfaction Wealth Managers (SM) list for the state of New Jersey.
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Press Release February 27, 2011
Following the success of its first sold-out structured note, Lindner Select Manager Series 1, Lindner Capital Advisors (LCA) has announced its second offering in conjunction with Deutsche Bank.
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Press Release February 27, 2011
Financial professionals Dave Hubbard and John Brackett discuss what a Personal CFO is and how he or she can help investors achieve financial success. An interview on with Hubbard can be heard by visiting http://www.audioacrobat.com/play/WBFBgK6Li.
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Press Release February 14, 2011
Gordon J. Bernhardt, CPA, PFS, CFP , AIF announces the release of his book Profiles in Success: Inspiration from Executive Leaders in the Washington D.C. Area.
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Press Release February 11, 2011
Vitucci & Associates is a Bay Area Independent Advisory Firm founded by Pat Vitucci.
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Press Release February 4, 2011
Vitucci & Associates is a Bay Area independent financial advisory firm founded by Pat Vitucci.
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Press Release February 4, 2011
As a leader in personal finance software for the professional financial services industry, the 2011 version of ExecPlan Express will include new features, software enhancements and all of the changes in the newly adopted federal tax laws.
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