Search News by Tag: financial planning

1028 news stories found

Press Release September 30, 2011
The 2011 deVere Group Annual Africa Adviser Conference, which was spread from Saturday 24th till Monday 26th of September, continued to confirm deVere's position as the world's largest independent financial consultancy.
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Press Release September 29, 2011
The 2011 deVere Group Annual Far East adviser conference, which was held on the 22nd of September in Singapore, marked another successful year for deVere, the world's largest independent financial consultancy.
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Press Release September 23, 2011
The world's largest independent financial consultancy, The deVere Group, is delighted to hold the 2nd 2011 Annual Far East Conference today, the 22nd of September, 2011 in Singapore.
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Press Release September 16, 2011
The 2011 adviser conference of the Western Europe branch of The deVere Group, the world's largest independent financial consultancy, that took place in Marbella, Spain last weekend, was indeed another great success.
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Press Release August 16, 2011
Furness and Associates, Los Anheles CPA firm, is now providing financial reporting services to business owners to relieve the stress of reporting felt by their clients. visit http://www.furnesscpa.com for more information.
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Press Release August 8, 2011
Financial Focus, LLC of Livingston, New Jersey, announced that Antoinette Bergwall has joined the firm as a financial advisor.
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Press Release July 1, 2011
Securities America hosted its annual conference in Orlando, Fla., focusing on initiatives in retirement income distribution, business growth and ease of doing business.
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Press Release June 14, 2011
The deVere Group, which currently stands as the world's largest independent financial consultancy, has proudly appointed Nigel Smith, a winner of the Glyn Gilbert Memorial Award, as Global Technical Manager based in the deVere Malta office.
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Press Release June 3, 2011
Securities America Inc. is pleased to announce the addition of six experienced advisors from Bismarck, N.D., to Diversified Wealth Management LLC based in St. Louis Park, Minn.
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Press Release May 26, 2011
As emerging markets grow there will be an increased demand for financial serves as well as personal financial planning software to meet the specific financial demands of consumers in India, Brazil, and China.
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Press Release May 4, 2011
DeVincent to Explain How to Implement AP Automation Technologies Without Incurring Large Set-Up Costs, Lengthy Installations, or Difficult Adoption, While Experiencing a Positive Return on Investment in Less Than a Year
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Press Release April 27, 2011
An all-day workshop at Fairfield University's Dolan School of Business on Tuesday, May 24, 2011, will serve as a crash course for professionals seeking to harness the power of social media.
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Press Release April 12, 2011
Big names and big ideas promise to make Long Island's largest trade show and conference the business event to attend this spring; Thursday, May 26, 9 AM - 4 PM; Suffolk County Community College Sports & Exhibition Complex, Brentwood Campus.
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Press Release April 2, 2011
Pat Vitucci, a Bay Area Independent Financial Advisor, will conduct two financial seminars in May. May 5 with KGO radio's Len Tillem and May 12th with San Francisco radio's Brian Sussman. Both seminars are complimentary and open to the public.
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Press Release March 31, 2011
David Drucker and Joel Bruckenstein, producers of the "T3" Technology Tools for Today newsletter and annual conference, released additional statistics about the 6th annual T3 conference, held February 16-19, 2011.
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Press Release March 26, 2011
The Federal Reserve's recent QE2 policy action may have initiated a cycle of inflation forcing financial advisors and consumers to re-evaluate their current and long term investment and retirement planning strategies.
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Press Release March 16, 2011
Tiburon Strategic Advisors will hold its twentieth Tiburon CEO Summit, a semi-annual event for executive level clients and special guests, April 13-14, 2011 at the Ritz Carlton Hotel in New York City.
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Press Release March 5, 2011
Consumers and professional financial advisors who are looking at practical tax and financial planning strategies for 2011 will need to begin crunching their numbers now in order to minimize their future tax liabilities for the next couple of years.
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Press Release March 4, 2011
Michael Kay, CFP, a long-time financial professional and president of Financial Focus, LLC, has been named to the 2011 FIVE STAR: Best in Client Satisfaction Wealth Managers (SM) list for the state of New Jersey.
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Press Release March 3, 2011
The deVere Group, the world's largest independent financial consultancy group, has raised GBP72,030 in funds towards Combat Stress, Guillain-Barre syndrome support group.
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