Search News by Tag: Financial Advice
234 news stories found
Press Release
June 3, 2010
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.
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Press Release
June 3, 2010
Securities America was profiled in the May issue of Source Media's Financial Planning magazine, with President Jim Nagengast featured on the cover.
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Press Release
May 19, 2010
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.
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Press Release
May 17, 2010
Securities America has added Glen McRary as regional director of branch office development for the southwest region.
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Press Release
May 16, 2010
USAdvisors Network (USAN) and Securities America, Inc. have launched www.fibenchmarking.com, a website devoted to helping banks assess their investment programs.
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Press Release
April 30, 2010
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.
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Press Release
April 24, 2010
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.
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Press Release
April 23, 2010
Statistics released this week from Sainsbury's finance show a sharp drop in consumers taking out personal loans for debt consolidation purposes.
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Press Release
April 19, 2010
Legislation Corrects Oversight That Excluded Key Entities from Medicaid and Medicare Funding Eligibility.
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Press Release
April 3, 2010
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.
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Press Release
April 1, 2010
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.
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Press Release
March 25, 2010
The deVere Group is pleased to announce its success with the results of the first tranche of the Chartered Institute for Securities & Investment (CISI) examinations.
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Press Release
March 18, 2010
Moneystand founder Matt Spencer suggests savers must look for smart new ways to make the most out of their accumulated wealth in the midst of continual drops in saving rates.
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Press Release
March 6, 2010
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.
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Press Release
February 27, 2010
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.
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Press Release
February 6, 2010
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.
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Press Release
January 28, 2010
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.
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Press Release
January 21, 2010
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.
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Press Release
December 13, 2009
During tough economic times with rising levels of personal insolvency, one UK website is offering consumers reliable, factual and helpful money advice.
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Press Release
October 17, 2009
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.
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