Search News by Tag: financial planning
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Press Release
July 16, 2010
Securities America's commitment to helping branch office managers improve and expand their business is producing results.
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Press Release
July 2, 2010
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.
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Press Release
June 25, 2010
"Dave has a history of managing and streamlining large operations by implementing successful business strategies. We are very pleased to welcome him and are confident that he will be instrumental in driving growth and efficiency" - CEO Dan Milstein
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Press Release
June 25, 2010
The bill's new taxes will affect more than just everyone's healthcare, it could significantly alter investment and tax planning strategies and may potentially have an adverse impact on many individual's personal retirement planning goals as well.
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Press Release
June 16, 2010
Lindner Capital Advisors (LCA) announced today that Mary Pitts is associating with the Atlanta-based investment advisory firm as an independent advisor.
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Press Release
June 9, 2010
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.
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Press Release
June 8, 2010
Now that the Healthcare and Education Reconciliation Act of 2010 has passed, John Jenkins, an independent financial professional is helping Americans answer the question "What's in it for me?"
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Press Release
June 7, 2010
Topics covered in the report include the benefits of managing investment risk, stock market volatility and determining whether the stock market's risk has been increasing or decreasing.
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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 27, 2010
Bob Veres, editor/author and industry influential, examines the metamorphoses currently happening in the industry and forecasts the future in his new white paper report.
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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 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
May 2, 2010
Tina Jablonski was recently promoted to vice president of Branch Development at Gold Star Mortgage Financial Group.
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Press Release
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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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
There are many tax breaks that consumers will miss if they wait until next year to read articles on "Tax Tips for 2010", so now is the time to start planning.
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Press Release
April 16, 2010
At a time when people need to know more about investing comes an exciting new class. "Cooking Up A Healthier Financial Life" uses food and menu planning to help people understand the basic concepts of investing.
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Press Release
April 3, 2010
Financial advisors and consumers have begun investing a great deal of time analyzing the merits of converting a traditional IRA into a ROTH IRA only to find out that the answer is "it depends"
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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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