Search for: "Financial Advisors Services"
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20 Aug 2008, 2:32 pm
I would offer my services to financial advisors in the U.S. by helping them determine what software products would be best for them to use by analyzing their current clientele and office structure. [read post]
18 Aug 2008, 8:00 pm
Arthur Anderson, LLP, Arthur Anderson sought to enforce the following no-solicitation restrictions contained in an employment contract with a former tax manager and CPA: an 18-month prohibition on servicing clients whom the employee serviced at any time during the 18-month period before his termination from employment; and a 12-month prohibition on soliciting accounting services from any client of the Arthur Anderson office where he was assigned. [read post]
17 Aug 2008, 3:32 am
In an interesting development, Network World reported that they are sending cyber defense advisors to assist the Georgians.Wikipedia has an interesting article (Wiki) on cyber warfare. [read post]
14 Aug 2008, 3:41 pm
Ameriprise Financial, the wealth management firm spun off by American Express, will buy H&R Block's financial advisory service for $315 million to expand in Florida, Texas and California. [read post]
12 Aug 2008, 2:00 pm
Loss Mitigation Services, Inc. [read post]
11 Aug 2008, 12:01 pm
In the AICR's Estate Planners Corner: Services for Attorneys, Financial Professionals and Investment Advisors, it provides free publications and updates on a variety of tax and gift planning issues related to charitable gifts. [read post]
5 Aug 2008, 3:36 pm
If charges are brought, Citigroup would become the third big financial firm to face civil-fraud charges by regulators since the auction-rate imbroglio. [read post]
4 Aug 2008, 8:55 pm
In-house benefits managers should be on the lookout for advisors recommending early retirement under 72(t) and FINRA is offering to train corporate benefits managers and financial advisors who run in-house seminars. [read post]
28 Jul 2008, 7:52 am
Accountant/Bookkeeper - Bill paying services and tax information. [read post]
28 Jul 2008, 7:52 am
Accountant/Bookkeeper - Bill paying services and tax information. [read post]
27 Jul 2008, 8:12 pm
If you have many assets to manage, consider a custodial account with a financial institution. [read post]
25 Jul 2008, 2:47 pm
The New York Attorney General filed a civil complaint yesterday against UBS Securities LLC and UBS Financial Services, Inc. alleging that UBS "committed a multi-billion dollar consumer and securities fraud on the investing public by falsely selling securities facing mounting liquidity risk as cash equivalents. [read post]
22 Jul 2008, 7:54 pm
The meeting lasted less than half an hour and the directors did not consult any independent legal or financial advisors. [read post]
21 Jul 2008, 6:24 pm
A good friend is likely to have needs and preferences similar to your own, and a current advisor is already familiar with your financial situation. [read post]
20 Jul 2008, 8:28 pm
Farnsworth, an attorney and certified financial planner licensee, says he started the service after a client questioned him sharply about how his trusts were connected to the life he had lived. [read post]
18 Jul 2008, 6:55 pm
I want to offer my clients more than simple document drafting services. [read post]
16 Jul 2008, 11:44 am
According to a press release dated September 10, 2007, Washington Square, LLC is a specialty finance company that purchases structured settlement payment rights and certain annuities from individuals Then it refers to itself variously as: Washington Square Financial Structured Settlement Company (FYI...it isn't) Washington Square Financial Financial Service Company How about the Washington Square Financial promotion of the industry it is in? [read post]
9 Jul 2008, 7:52 pm
(3 hours CE credit approved for Illinois Insurance Producers) Speakers: Jerry Kalish, National Benefit Services, Inc. [read post]
8 Jul 2008, 5:15 am
So first of all, what it is, is in Canada, the first $60,000 invested in one financial institution, the CDIC insures that investment up to $60,000 per institution inclusive of interest itself. [read post]
27 Jun 2008, 5:49 am
The second is Rule 260.204.9 of the California Code of Regulations, which deals with the regulation of investment advisors. [read post]
