More Than 7,000 First-Month Visitors Register for ‘Funding Your Finances’
Foundation Financial Group to give away two $15,000 grand prize drawings
JACKSONVILLE, Fla., March 16, 2011 — Financial services company Foundation Financial Group is experiencing a surge in traffic to its website since launching its “Funding Your Finances” sweepstakes.
Since…
Expanding, Foundation Financial Group Restructures, Promotes Key Executives
Changes include chairman, CEO, president and other executive posts
JACKSONVILLE, Fla., Feb. 25, 2011 — In January, Foundation Financial Group completed a strategic restructuring plan to prepare for further growth as a full-service financial services company.
Foundation Financial Group co…
Survey Shows Top Ways Financial Advisors Win New Business and Build Awareness
MEDFIELD, Mass., Feb. 22, 2011 — In survey results released today, research by Advisors Trusted Advisor (ATA; http://www.AdvisorsTrustedAdvisor.com, a division of The Collaborative, http://www.The-Collaborative.com) describes how advisors and wealth managers are most successfully w…
Macroaxis Launches New Version of Optimization Engine to Help Investors Salvage Their Investments
SAN FRANCISCO, Feb. 16, 2011 — Macroaxis (http://www.macroaxis.com), the leading online personal investment management service, today launched a significant product upgrade. New features make personal investment management easier than ever before. Improvements include enhanced portf…
Foundation Financial Group Grows Originations by 14 Percent in 2010
Final 2010 numbers show loan originations increase higher than expected from 2009
JACKSONVILLE, Fla., Jan. 21, 2011 — The 2010 numbers are in for one of the nation’s fastest-growing financial services companies.
Foundation Financial Group increased its 2010 mortgage originations by 1…
Foundation Financial Group Promotes New CEO
Mortgage lender realigns executive management for 2011 expansion plans
JACKSONVILLE, Fla., Jan. 11, 2011 — Preparing for its aggressive expansion in 2011, Foundation Financial Group promoted a new chief executive officer from within the mortgage lender’s organization.
Effective Ja…
Financial Literacy Foundation Donates $1 Million to EEI
ATLANTA, Dec. 3, 2010 — The Jonathan D. Rosen Family Foundation (JDRFF), dedicated to improving financial literacy, today announced a contribution of $1 million to Economic Empowerment Initiative, Inc., a 501(c)(3) also known as EEI, Inc.
The commitment will enable EEI to pursue challenge gra…
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…
Advisor Offers Financial Learning for Children
Brett S. Ellen, CFP(R), Announces Coach Brett Blog
CALABASAS, Calif., April 1, 2009 — Brett S. Ellen, CFP(R), president and founder of American Financial Network, has announced the debut of his kids’ financial blog – http://www.kidsfinancecoach.com. As a financial advisor, Ell…
