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Press Release
February 18, 2011
Accounting and business advisory firm Rucci Bardaro & Barrett PC has elected Mark Paquin a Partner of the firm. Paquin will continue to direct and expand the firm's Audit Practice Group.
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February 17, 2011
Professional financial advisors and estate planners will find that they will need to update their spread sheets or seek new software to address the significant challenges for managing their client's future estate tax exposure.
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February 10, 2011
Law Offices of Daniel V. Pritchett, a Dallas, Texas law firm with a nationwide practice, recently inaugurated its new website, www.dvplaw.com.
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February 8, 2011
Barvetii International Wealth Consultants, Madrid, Spain is aware of the impact of globalisation in the investment sector, globalisation has brought new challenges into the 21st-century.
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February 4, 2011
As a leader in personal finance software for the professional financial services industry, the 2011 version of ExecPlan Express will include new features, software enhancements and all of the changes in the newly adopted federal tax laws.
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February 1, 2011
River Logic's Integrated Business Planner will enable SUEK to integrate financials with S&OP and optimize the supply plan and demand-shaping based on financial metrics.
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January 26, 2011
ElderCare Matters is your online resource for elder care and elderly care information.
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January 19, 2011
Kendall Borchardt, a Regional Director with Lindner Capital Advisors (LCA) has been elected President of the Financial Planning Association of Georgia.
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January 13, 2011
The deVere Group CEO Nigel Green has announced that he is running the 2011 Land Rover Malta Half Marathon on Sunday 27th February.
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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 22, 2010
These new tax law changes including a fix for AMT, a cut in the FICA tax and the extension of Bush era tax cuts may have a significant impact on consumers and professional financial advisors' end of year financial planning strategies.
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Press Release
December 22, 2010
David Drucker and Joel Bruckenstein, producers of the 6th Annual "T3" Technology Tools for Today Conference, today announced speakers and general session details for the conference to be held in Weston, Fla. February 16-19.
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Press Release
December 15, 2010
Many financial advisors one day realize their businesses are running their lives. Michal F. Kay, President of Financial Focus says these advisors need an approach that allows an understanding of clients, and a self-awareness, from the inside out.
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December 13, 2010
Geoff Davey, co-founder of FinaMetrica, and Deborah Fox, founder of Fox Financial Planning Network (FFPN), announced that they have entered into an alliance to support FFPN subscribers.
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December 8, 2010
Jerry Sullivan, a 25-year member of the financial services industry and resident of Green Valley/Fairfield, has joined Vitucci & Associates of Walnut Creek as a registered representative and insurance specialist.
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December 8, 2010
Advisor Impact, Charles Schwab Advisor Services, and researchers at Texas Tech University today revealed results from the 2010 "Economics of Loyalty" survey.
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November 21, 2010
Even if congress fails to act on the Bush era tax cuts, there are a variety of tax planning strategies to help reduce current and future tax exposure, the key though is that you need to act before the end of the year.
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November 18, 2010
According to a consortium of financial professionals affiliated with Securities America, the real motivation to never retire may be fueled by the fear of giving up the comfort of a paycheck and having to begin to draw down retirement accounts.
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November 17, 2010
Study based on the Value Averaging investment strategy reveals how investors can achieve their financial goals regardless of market volatility or direction. Powerful web based software program now available for license to financial services companies.
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November 16, 2010
Bolthouse Farms to transform trade planning in a unified planning environment with Trade Promotion Optimization Planner.
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