Over the last few years, the threat of terrorism, war, and economic slowdown has put the financial advisor’s job in jeopardy. However, it is a financial advisor’s duty to prevent the employees from taking early retirement. As a result, many financial advisors are considering refurbishing of retirement planning strategies for...
The question that persists during this particularly difficult period in the capital markets is whether the role and purpose of a brokerage firm is simply to execute securities trades or is there an associated responsibility to assist and/or empower the financial advisor to add tangible, quantifiable value through the exercise...
Today's financial product and service menu has become so mind-boggling that no one can understand it in its entirety, much less articulate it in terms a client would understand. Clearly, a process is needed in order to manage all information in terms that clients can understand so that it is...
NEW YORK -- Richard Fleischman & Associates (RFA, www.rfa.com), the premier provider of outsourced technology and IT services, and trusted technology advisor to more than 400 firms in the alternative asset space, today announced continuing growth in its strategic business continuity planning BCP and disaster recovery DR organization. RFA welcomes...
BOSTON -- Fidelity Investments([R]) today named Charles G. Goldman, former executive vice president and head of Schwab Institutional, as president of Institutional Platforms for Fidelity Institutional Products Group. Goldman will join the firm in early 2009 and report to Michael K. Clark, president of Fidelity Institutional Products Group. ...
Charter Financial Publishing NetworkCFPN, publisher of Financial Advisor magazine, announced today that theyhave hired Bill DiModugno as publisher and Midwest advertising director.David Smith will remain the group publisher of Financial Advisor andPrivate Wealth magazines. Before joining Financial Advisor, DiModugno was publisher of SouceMedia'sOn Wall Street and Bank Investment Consultant magazines....
Gary is taking his annual Thanksgiving week break. He'll meet you here for your usual morning cup of coffee together Dec. 2. We'll print some of his columns from the past while he's gone. Today's is from Nov. 18, 1997. Dog-eat-dog world Joan Brennan...
AIRLINE INDUSTRY INFORMATION-C1997-2008 M2 COMMUNICATIONS LTD American Airlines (NYSE:AMR) has announced the appointment of Doug Herring as vice president of operations for finance and strategic planning. Herring will be responsible for the financial activities related to their airline's operations function and will oversee strategic planning activities....
Practical Guide Provides Detailed Overview of Reverse Mortgage Industry EAGAN, Minn. -- AllRegs, the leading information provider for the mortgage industry, and The Mortgage Press Ltd., a publisher of 37 state-specific newspapers for the state affiliates of the National Association of Mortgage Brokers, announced the release of the...
HARTFORD, Wis. & SAN FRANCISCO -- Francisco Partners, one of the world's largest technology-focused private equity funds, today announced the completion of its acquisition of API Software Inc., the healthcare industry leader in labor management solutions. "We are extremely excited about the future for API," said J.P. Fingado,...
Company reiterates inadequacy of Exelon proposal; Board strongly urges stockholders not to tender their shares into Exelon's offer PRINCETON, N.J. -- NRG Energy, Inc. (NYSE: NRG) today announced that its Board of Directors, after careful consideration with its independent financial and legal advisors, voted unanimously to reject Exelon...
Advisory Revenue Jumps Over 20 Percent LYNNFIELD, Mass. -- Investors Capital Holdings, Ltd. (AMEX: ICH), a financial services holding company, posted revenues of $23.05 million for the quarter ended September 30, 2008 compared to $23.09 million for the year ago quarter ("prior period"). A $0.51 million, or 2.5%,...
MINNEAPOLIS -- Target Corporation (NYSE:TGT) disclosed today that after a comprehensive evaluation of various real estate structure ideas proposed by Pershing Square over the past six months, it has decided not to pursue them further. Following a thorough review of the transaction outlined by Pershing Square by members of Target...
DUBLIN, Ireland -- Research and Markets (http://www.researchandmarkets.com/research/55e693/from_the_boiler_ro) has announced the addition of John Wiley and Sons Ltd's new report "From the Boiler Room to the Living Room: The Financial Services Revolution and What it Means to You and Your Clients" to their offering. Author Mitch Anthony has been...
Intra-Op Monitoring Services Inc., anintra-operative neurophysiological monitoring company, has been acquired byHealthEdge Investment Partners. Transaction terms were not disclosed. McGladrey Capital Markets LLC initiated the transaction, sourced the buyer,led the negotiations and acted as exclusive financial advisor to Intra-OpMonitoring Services. Illinois-based Ungaretti & Harris acted as the legaladvisor to Intra-Op...
FORT WORTH, Texas, Nov. 21 /PRNewswire-FirstCall/ -- Doug Herring, President and CEO of American Beacon Advisors up until its recent sale, has been named Vice President-Operations Finance and Strategic Planning at American Airlines. He will be responsible for the financial activities related to American's Operations function, as well as...
Options to include debt reduction, sale of non strategic assets, growing core social services business TUCSON, Ariz., Nov. 21 /PRNewswire-FirstCall/ -- The Providence Service Corporation today announced that it is focusing on several strategic options to enhance shareholder value. The Company is considering strategic options...
TORONTO, Nov. 21 /PRNewswire-FirstCall/ -- (TSX:KFS, NYSE:KFS) Kingsway Financial has announced that the Company and its Board of Directors ("Board") will be working with both Houlihan Lokey and Scotia Capital as co-financial advisors. In that regard, Houlihan Lokey and Scotia Capital will provide independent financial advice to the Company...
CARLSBAD, Calif., Nov. 21 /PRNewswire-FirstCall/ -- NTN Buzztime, Inc. today announced the resignation of Michael Fleming as the Company's interim CEO, Board director and Chairman of the Board. The Board of Directors has appointed recent Board addition Jeff Berg, a large NTN Buzztime shareholder and new-media entrepreneur, as...
Geneos Wealth Management, Inc., a Denver-basedbroker/dealer serving the investment industry's most elite financialadvisors, today announced that Colorado financial advisor G5 FinancialGroup has joined the firm. With offices in Centennial, Colorado Springs, Erie, Fort Collins, GreenwoodVillage and Lakewood, G5 Financial Group manages approximately $580 millionfor clients up and down Colorado's Front...
Articles 2008-11-20
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