Flynn and Yasinski Named Vice Presidents of Distribution for Gold Bullion International
NEW YORK, Sept. 8, 2011 — Dan Flynn and Joe Yasinski have been named Vice Presidents of distribution for Gold Bullion International (GBI), the leading institutional precious metals provider to individual investors and the wealth management industry.
“Dan and Joe bring significant expe…
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…
Roth 2010 Conversion Package Arms Financial Advisors with Business-Building Opportunities
MEDFIELD, Mass., Sept. 1, 2009 — In May of 2006, President Bush signed a $70 billion tax cut provision that changed the eligibility rules for Roth IRA conversions. Starting on January 1, 2010, taxpayers with a modified adjusted gross income of more than $100,000 will be allowed to convert a traditi…