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Press Release
May 2, 2010
Tina Jablonski was recently promoted to vice president of Branch Development at Gold Star Mortgage Financial Group.
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April 30, 2010
Atlanta-based financial advisor Karen J. Lee, an in-demand resource for media outlets such as CNN, Parenting magazine and the AICPA, speaks about the importance of recognizing, and attending to, clients' underlying issues surrounding money.
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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 24, 2010
There are many tax breaks that consumers will miss if they wait until next year to read articles on "Tax Tips for 2010", so now is the time to start planning.
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Press Release
April 16, 2010
At a time when people need to know more about investing comes an exciting new class. "Cooking Up A Healthier Financial Life" uses food and menu planning to help people understand the basic concepts of investing.
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April 3, 2010
Financial advisors and consumers have begun investing a great deal of time analyzing the merits of converting a traditional IRA into a ROTH IRA only to find out that the answer is "it depends"
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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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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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Press Release
February 16, 2010
Linda Allen Opens State Farm Insurance Office in Ft Worth, TX at 8101 Boat Club Road
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Press Release
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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January 30, 2010
Financial Experts Jeff Nabers and Phoebe Chongchua, authors of the Book 5 Steps To Freedom, have released the book in Kindle format.
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Press Release
January 28, 2010
Jenny intends to pick up the latest ideas in Debt Management, Wealth Acceleration, tips for the M3 Private Wealth Group, Financial Education Programs as well as cutting-edge marketing techniques for entrepreneurs with direct sales and home-based businesses.
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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 24, 2010
Martin Edelston, founder and chair of Boardroom Inc., publisher of America's largest consumer newsletter, Bottom Line/Personal, has teamed with Rutgers Business School to create a new undergraduate course, Love and Money: Valuable Lessons for Life.
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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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January 13, 2010
At a time when people need to know more about investing comes an exciting new class. "Cooking Up A Healthier Financial Future" uses food and menu planning to help people understand the basic concepts of investing.
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Press Release
November 19, 2009
Further to the launch of its graduate training scheme in June 2009, the deVere Group, the world's largest financial consultancy group is pleased to announce that the first course was completed successfully.
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Press Release
November 12, 2009
William F. Rucci, Jr., CPA MST, a partner with the Boston accounting and business advisory firm Rucci, Bardaro & Barrett, has been elected to the board of directors of Russell Bedford International, a global network of consulting firms.
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