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May 21, 2010
Chris Ranney, president and CEO of Iron Point Capital Management (IPCM), a third party asset manager, announced that Erick C. Lindewall has joined the firm as Director of Advisory Sales.
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May 20, 2010
I Carry The Bag...the official magazine of wholesaling, delivers the art, science and lifestyle information that financial services wholesalers desire and is targeted directly to their unique and challenging roles.
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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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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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May 15, 2010
Independent insurance agency offering a comprehensive array of commercial insurance coverage to meet business owners needs in the Greater Raleigh, NC Area of Apex, Cary, Fuquay Varina, Garner and Holly Springs.
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May 3, 2010
New Board - Comprised of Financial, Business and Oil Industry Experts - Adds Significant Know-How as Management Continues Advancing Company's Business Plan.
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May 2, 2010
Tina Jablonski was recently promoted to vice president of Branch Development at Gold Star Mortgage Financial Group.
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April 30, 2010
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.
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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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April 27, 2010
Gold Star Mortgage announced the nationwide availability of the 5% down conventional loan programs to benefit its customers.
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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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April 22, 2010
The deVere Group, the world's largest independent financial consultancy group, reported record figures on its online fund platform.
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April 21, 2010
Royal Bank of Scotland (RBS) to launch second series of offers
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April 17, 2010
The deVere Group, the world's largest firm of Independent International Financial Consultants, announced today the acquisition of Expat-Money-Guide.com.
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April 14, 2010
In January 2010, Jagen unveiled a proprietary new way for accredited investors to access institutional-level investment opportunities with notable tax and IRA conversion efficiencies.
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April 10, 2010
Daniel Milstein of Gold Star Mortgage Financial Group has been ranked the #1 loan originator in the United States, according to the Scotsman Guide Top Originator's 2009 List. Milstein's ranking is based on the volume of loans he closed in 2009.
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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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March 25, 2010
Scenic views of beautiful British countryside are far more distracting to passing drivers than either giant posters of David Beckham in his pants or even the famous Wonderbra ad.
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March 25, 2010
Wayne Williamson offers independent insurance quotes from several companies
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March 18, 2010
The deVere Group has reinforced its progressive position within the pensions market and has announced, that in line with the regulations brought in force by the UK HM Revenue & Customs (HMRC) statutory on 15th February 2010.
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