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fiduciary Press Releases

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By Fiduciary First
FiduciaryFirst Preaches 401(k) Plan Best Practices at National Event for Retirement Plan Advisors

By Alder Financial Group
The Alder Financial Group announced today that it has been named a Premier Advisor in Georgia for 2013 according to NABCAP. A NABCAP Premier Advisor is an exclusive group of financial advisors who represent the best in quality wealth management.

By Northeast Professional Planning Group
NPPG's 3(16) fiduciary service relieves plan sponsors of the day-to-day administrative strain and compliance concern in operating a retirement plan.

By Virtually Yourz
John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, a Principal and investment advisor with Seattle-based Synergy Financial Management, LLC, has earned the Accredited Investment Fiduciary® (AIF®) designation.

By Dowling & Yahnke, LLC
Dowling & Yahnke, LLC, a wealth advisory firm managing over $2 billion for more than 900 clients, is proud to announce that Angie Popek has joined the firm as a Portfolio Manager.

By IQPC
Richard Butcher, Managing Director, Pitmans Trustees, offers his reflections on Steve Webb’s announcement on flat-rate state pension schemes and also looks back on the first six months of auto-enrolment.

By WestView Investment Advisors
The merger of two Vermont based Registered Investment Advisory firms results in a new firm with depth and professionalism.

By The Retirement Adivsor University
Dan Romero C(K)P® Among the first of 75 financial professionals in the country to be awarded the Certified 401(k) Professional Designation from The Retirement Advisor University In Collaboration with UCLA Anderson School of Mgmt Executive Education

All Press Releases

By www.vistra.com
Vistra, a leading global provider of corporate, trust and fund administration services, has announced the launch of Vistra Trust (BVI) Limited which has been established to meet the growing demand for British Virgin Islands trust services.

By Fiduciary First
FiduciaryFirst's Don M. Faller and Jamie A. Hayes Preach ERISA Best Practices To Public Florida Pension Professionals (FPPTA)

By Fiduciary First
FiduciaryFirst Preaches 401(k) Plan Best Practices at National Event for Retirement Plan Advisors

By Alder Financial Group
The Alder Financial Group announced today that it has been named a Premier Advisor in Georgia for 2013 according to NABCAP. A NABCAP Premier Advisor is an exclusive group of financial advisors who represent the best in quality wealth management.

By Northeast Professional Planning Group
NPPG's 3(16) fiduciary service relieves plan sponsors of the day-to-day administrative strain and compliance concern in operating a retirement plan.

By Virtually Yourz
John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, a Principal and investment advisor with Seattle-based Synergy Financial Management, LLC, has earned the Accredited Investment Fiduciary® (AIF®) designation.

By Dowling & Yahnke, LLC
Dowling & Yahnke, LLC, a wealth advisory firm managing over $2 billion for more than 900 clients, is proud to announce that Angie Popek has joined the firm as a Portfolio Manager.

By Retirement Strategies Group
Retirement Strategies Group Comments On Lawsuit Against Morgan Stanley and Weyerhaeuser

By IQPC
Tim Jones, Chief Executive Officer of NEST, joins Helen Winsor of Finance IQ to discuss what needs to be done in the pensions and fiduciary management space to provide today’s employees with a financially stable future.

By IQPC
Richard Butcher, Managing Director, Pitmans Trustees, offers his reflections on Steve Webb’s announcement on flat-rate state pension schemes and also looks back on the first six months of auto-enrolment.

By WestView Investment Advisors
The merger of two Vermont based Registered Investment Advisory firms results in a new firm with depth and professionalism.

By The Retirement Adivsor University
Dan Romero C(K)P® Among the first of 75 financial professionals in the country to be awarded the Certified 401(k) Professional Designation from The Retirement Advisor University In Collaboration with UCLA Anderson School of Mgmt Executive Education

By Frank J. Johnson
Johnson & Weaver has launched an investigation into possible breaches of fiduciary duty to current shareholders of Illumina, Inc. and other violations of law by the board of directors of Illumina relating to Roche's proposed acquisition of Illumina.

By IQPC
Nigel Birch, Market Intelligence Consultant at Spence Johnson, joins Finance IQ ahead of the Fiduciary Management Summit 2012 to discuss developments and trends in European Fiduciary Management.

By Anthony Agbay
The stock market’s plunge not only rattled the confidence of 401(k) participants, it increased the liability risk faced by retirement plan committees and other plan fiduciaries.

By Motu Novu LLC
San Francisco, CA – September 7, 2011 – Motu Novu's client Coderloop is acquired by Gild, a Silicon Valley upstart company

By Paragon Wealth Strategies, LLC
Jonathan N. Castle of Paragon Wealth Strategies, Inc. in Jacksonville, FL has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA).

By Lorenz Fiduciary Services
This book is intended as a guideline for everyone who serves as a Trustee of a Trust; Experienced or inexperienced; Attorneys, Fiduciaries, CPA’s, Family Members and Friends, etc.

By Either / Or Media
Sam Nelson of Website Muscle will discuss 9 Steps to Maximizing Your Online Presence, while 401(k) Consultant Daniel S. Romero, CFP®, AIF®, CFS Will Outline Five Items all business owners should be aware of if they offer a company plan.

By Diversified Investment Advisors
A survey conducted by Diversified Investment Advisors and the American Hospital Association found that Healthcare employers are relying more on retirement plan providers to administer their plan and help them meet their fiduciary responsibilities

By Net Worth Advisory Group
As a leader in Utah's financial industry, Net Worth Advisory Group participated in Utah Business Magazine's annual Wealth Management Roundtable on Thursday, November 11, 2010. An edited transcript of the discussion will appear in the December issue.

By Ascensus, Inc.
New Offering Helps Protect Personal Assets of Retirement Plan Sponsors and Fiduciaries

By Ascensus
Using Ascensus’ open architecture investment platform as the basis, Mesirow Financial assumes fiduciary responsibility for identifying and monitoring suitable investment options for participating retirement plans.

By NAPFA
NAPFA to Securities and Exchange Commission: “The fiduciary standard of conduct’s importance to individual Americans, and to America itself, should not be understated.” NAPFA calls on the SEC to get to work to protect American investors

By Safeharbor Asset Management
Safeharbor Asset Management has been included in the 2010 Financial Advisor Top RIA Ranking. This is a coveted honor and a true testament of the firm's accomplishment and success this past year. The basis for the ranking is asset based.

By MA Anderson, President
Website is launched to provide broad services to solve business problems. Auctions, interventions, bankruptcy, liquidations and complete financial services are offered on the new site.

By Charles “Chuck” Steege CFP®
Charles “Chuck” Steege CFP® this week launched the SFG Executive Compensation Forum to explore the growing complexity of how – and with what – executives are being compensated.

By NASGA
NASGA's "An Open Letter to Congress and the White House" has been released and is available online.

By LifeSpan Financial Planning, LLC
Scott M. Spann, CFP®, EA is working with financial planners across the country to urge Congress to enact a strict fiduciary standard for anyone providing investment advice

By Chad Griffeth
Financial stress and frustration are a common topic at the water cooler these days. Debt management, financial and life stresses, and what to do about your 401(k) are common stories shared.

By Exclusively Buyers Realty
The U.S Department of Housing and Urban Development has just released a new information booklet for Home Loan Shoppers. Their recommendation for home buyers, hire an Exclusive Buyer’s Agent to represent your interests.

By Exclusively Buyers Realty
There is a new player in Tampa Bay’s real estate arena. Exclusively Buyers Realty is one of a handful of unique real estate companies offering the buyer 100% representation. A true buyer orientated Real Estate company.

By Alabama Concerned Homeowners Alliance
The Alabama Concerned Homeowners Alliance (ACHA) is a grassroots organization created to act as a voice for homeowners in communities that are governed by Homeowner Associations (HOAs) with Community Covenants and Restrictions (CCRs).

By Net Worth Advisory Group
Many consumers take comfort knowing regulatory agencies monitor financial salesman, but the State of Utah has never prosecuted anyone for violating the suitability standard. Regulators are simply too understaffed to enforce these compliance issues.

By Net Worth Advisory Group
Fee only financial planners never accept commissions or compensation from the products they recommend. Fee based financial planners have the ability to collect fees from their clients, but can also collect commissions from the products they sell.

By Net Worth Advisory Group
Flipping through the local paper, I noticed a standard advertisement from a “financial planning” firm. We’re seeing more and more of these advertisements that are designed and written to appear as an actual article of the publication.

By Lon Jefferies
Lon Jefferies, an independent fee only financial planner at Net Worth Advisory Group in Salt Lake City, Utah, has been named an contributing author by FiLife.com, which is published in partnership with the Wall Street Journal.

By Net Worth Advisory Group
Lon Jefferies, a fee only financial planner at Net Worth Advisory Group in Salt Lake City, Utah, has been named an "expert author" by EzineArticles.com.

By Lon Jefferies
Lon Jefferies, a fee only financial planner in Salt Lake City, Utah, asks the internet community what financial terms they would like defined. Submitted terms will be described in a short e-book which will be made available online at no cost.

By Lon Jefferies
Robert Christenson, an expert in establishing and servicing defined contribution retirement plans, has joined Net Worth Advisory Group, a fee-only financial planning firm in Salt Lake City, Utah.

By Lon Jefferies, Net Worth Advisory Group
Net Worth Advisory Group, a fee only financial planning firm in Salt Lake City, Utah, continues to support the National Association of Personal Financial Advisors (NAPFA), despite recent findings that three NAPFA members mismanaged client funds.

By Joshua P. Itzoe
Fiduciary expert Joshua P. Itzoe tackles this difficult question in his new book, Fixing the 401(k)

By Zetland Financial Group Limited
Zetland Financial Group Limited has appointed leading Asian independent Internet consultancy Inetasia Solutions Limited as its digital marketing partner to help raise its online profile.



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