Search News by Tag: Investment Management
570 news stories found
Press Release
January 8, 2011
Michael Argiro of 4T Financial has been named to the State of CT FIVE STAR Wealth Manager list.
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December 18, 2010
Chief Outsiders, a Houston-based company that provides executive-level Chief Marketing Officers to businesses on a part-time basis, has expanded from Florida to New York to meet market demand of growth and mid-sized companies.
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December 14, 2010
The Market Cycle Investment Management methodology combines risk minimization, asset allocation, equity trading, investment grade value stock investing, and base income generation in a time frame that recognizes and embraces the reality of cycles.
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December 4, 2010
A Ventura County transitional living center benefits from joint efforts of the two organizations, getting fresh paint, clothing, toys and furniture.
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November 4, 2010
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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October 1, 2010
Verus Capital Partners, LLC, a SEC registered investment advisory firm in Scottsdale, Ariz., has become a branch of independent broker/dealer Securities America.
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September 16, 2010
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.
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July 27, 2010
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.
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July 16, 2010
Securities America's commitment to helping branch office managers improve and expand their business is producing results.
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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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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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June 7, 2010
Eve J. Kiefer-Lominac, currently a First Vice President at Bayview Asset Management LLC (Bayview), joins local nonprofit board.
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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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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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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 17, 2010
Securities America has added Glen McRary as regional director of branch office development for the southwest region.
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May 16, 2010
The best Investment Management Methodology you've never heard about. Learn how to work with normal market, interest rate, and economic cycles instead of stressing over them. Invest smarter, and bring your performance expectations in line with reality.
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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 8, 2010
You might not think it given the cold weather we've had, but around 200* people every single day contract skin cancer - mostly as a result of overexposure to the sun!
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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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