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Press Release
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 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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April 2, 2010
Kiawah Golf Investment Seminars trains all levels of investors in the use of the IGVSI Bargain Monitor--- a creation of Senior Investment Instructor Steve Selengut, manager of the proprietary Market Cycle Investment Management portfolios.
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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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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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March 5, 2010
Kiawah Golf Investment Seminars proudly reports the phenomenal performance of the IGVSI--- a creation of Senior Investment Instructor and world-respected author Steven R Selengut. Market Cycle Investment Management portfolios are fueled by the IGVSI.
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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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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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February 4, 2010
Kiawah Golf Investment Seminars proudly reports results for a 100% sampling of Market Cycle Investment Management portfolios, compiled by unaffiliated third party custodians, and practitioners for 10-year, June '07 thru '09, 2008 thru 2009, and 2009.
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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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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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November 7, 2009
Nick Griffin, Head of GRADdirect, explains how Barclays works with GRADdirect to fill the bank's graduate recruitment scheme positions.
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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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September 28, 2009
With its recent expansion into Luxembourg to better serve the European Market, Fortress International Fund has entered into a strategic alliance with Carlisle Management Company, which is to become the investment advisor to all of Fortress' investment and restructuring activities.
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July 19, 2009
FMG, a fee-only, Cincinnati based wealth management firm has been recognized by Bloomberg's wealth manager magazine as one of the "Top Wealth Management Firms" in the country for the past nine consecutive years.
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June 3, 2009
Laura Garner brings 25 years of experience to RS Investments
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February 25, 2009
Cash and shares ISAs are being squeezed as worried savers take fright at stock market volatility and falling interest rates with recent outflows of more than GBP1.8 billion, figures show.
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January 9, 2009
Organized by leading authorities and experts, global conference will tackle the shape and future of Cloud Computing.
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October 29, 2008
Marcelo Silva appointed General Manager GroupM Search Australia as GroupM turns focus on search marketing.
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October 12, 2008
With more than eight years of professional experience, Ms. Marsh specializes in investment management accounts.
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