Junxure Adds Two Industry Veterans to Team

Elizabeth Jetton, CFP® and David C. “Dusty” Huxford, Jr. join practice improvement firm
RALEIGH, N.C., Oct. 26, 2011 — Junxure, a practice improvement firm that integrates technology, consulting, and training, has announced that two industry veterans have joined the company.…

Industry Veteran Brian Stimpfl Joins ActiFi Executive Team

Former TD Ameritrade Institutional Managing Director to help financial services software and solutions firm continue its global growth initiatives and expansion of enterprise licensing program
PLYMOUTH, Minn., Jan. 27, 2011 — ActiFi, Inc., the leader in developing scalable practice manag…

The Financial Planning Association Selects Advisors Trusted Advisors’ Business Building Program

MEDFIELD, Mass., Sept. 23, 2009 — Determining the right steps to take, in the right order, to build an advisory business is a challenge for many. To give advisors the guidance they need, Advisors Trusted Advisor has assembled a time- and experience-tested process in a newly released program, R…

Consumers Are Caught in the Crossfire Between FINRA and a Financial Planning Coalition That Champions the Fiduciary Standard of Care

The Financial Planning Coalition consists of the Certified Financial Planner Board of Standards, the Financial Planning Association and the National Association of Personal Financial Advisors; FINRA stands for the Financial Industry Regulatory Authority
JACKSONVILLE, Fla., May 1, 2009 —…