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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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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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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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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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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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Press Release
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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Press Release
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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Press Release
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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Press Release
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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Press Release
January 26, 2011
ElderCare Matters is your online resource for elder care and elderly care information.
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Press Release
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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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
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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Press Release
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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Press Release
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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