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46 news stories found
Press Release
January 13, 2016
Leading investment management speakers offer exclusive insights and strategies for handling uncertainty in current world markets, U.S. Presidential Election.
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Press Release
July 10, 2015
Rodney Langer Joins Crossman & Company to Spearhead the Company's Investment Sales Presence in Miami
Crossman & Company welcomes Rodney Langer to their Investment Sales Team in Miami.
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Press Release
June 25, 2015
Kevin Barlow, CFA , joins fast-growing Newport Beach investment firm.
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Press Release
April 1, 2015
Creekside Partners, a wealth management firm in Lafayette, California, has expanded, joining forces with investment advisory firm, Wiiken & Gorman. The company assists clients with investment management, and financial advice and planning.
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Press Release
August 10, 2014
TechniTrader, a stock market education firm, and Rudd International Inc., a registered investment advisory firm, have partnered as of July 2014 in order to serve the varying needs of their clients.
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Press Release
June 18, 2014
The strategic partnership between Four Points and Compliance Risk Concepts serves as a success model for Independent Broker-Dealers and Investment Advisers challenged by the current regulatory and economic environment.
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January 7, 2014
In the 2014 Tholons Top 100 Outsourcing Destinations ranking recently published, Nicaragua's capital city Managua climbed eight spots to occupy the 87th position.
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Press Release
January 9, 2013
Acquisition is a "first" for the banking organization.
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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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Press Release
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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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
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
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 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 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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