NCA is an independent financial planning firm based in Cleveland, OH, that oversees $1.3 billion in client assets.

NCA Financial Planners, an independent, full-service planning firm located in Cleveland, Ohio, has been recognized by InvestmentNews as one of its 2019 Best Places to Work for Financial Advisers. The recognition program, which is in its second year, identifies financial advisory firms that empower employees to provide clients with exceptional investment and financial planning services.

harrigan | teegarden Private Wealth Advisors hires Alena Mouradian as Director of Operations

G. Anthony Harrigan, CEO of harrigan | teegarden Private Wealth Advisors, recently attended the 2016 Tax Law Solutions Annual Conference in Puerto Rico.

Boulder Wealth Management Firm, Harrigan | Teegarden, are Sponsors of a Fundraising Event for Rocky Mountain Children's Health Foundation

Jim Teegarden, President of Boulder Wealth Management Firm, Harrigan | Teegarden, Attends Global Real Estate Investment Conference

With simple mouse clicks, these two outstanding client software programs for financial advisors and insurance agents work as one.

Users of Advisors Assistant CRM Can Now Choose Outlook Archiving Method

Click the mouse and dial the phone from inside Advisors Assistant. This new enhancement not only saves time and improves accuracy, but it date and time stamps the call with the user's name and keeps track of how long the call took.

This new interface between Advisors Assistant and MacroRisk Analytics - the premier management platform for advisors - will allow advisors to easily transfer their client accounts from their Advisors Assistant database to MacroRisk Analytics.

Tracking and organizing access to clients' documents and applications has moved from the file drawer to the computer folder. This new seamless integration with single sign-on saves time and money.

This new integration between Advisors Assistant and Microsoft Exchange makes connecting the CRM to the company's Exchange accounts much quicker and easier.

People in India are choosing a lot of new financial plans. Unlike the older days, where people only relied on insurance, now they are choosing retirement plans.

Grace completed the financial planning process course and is currently taking the second course on insurance planning and risk management.

Time and again investors have raised a very basic but crucial question - what is the right way to invest or what is the single most important factor that augments long term wealth creation?

Ameriprise Financial- we believe that financial planning is a long-term, collaborative relationship. We have taken yet another step towards keeping in touch with you, through the brand new Indian edition of our monthly magazine - ViewPoint India.

LifeSite Logics' innovative resources allow professional advisors to effectively meet a growing need among affluent seniors for guidance in evaluating Continuing Care Retirement Communities(CCRCs) and other retirement living alternatives.

Numis Network officially welcomes Terry Sauerbier as an Executive Representative on their marketing team. Mr. Sauerbier brings years of expertise to the representatives of Numis Networks and embodies the Numis Network company's mission.

Financial Public Relations Agency Founder Recognized for Outstanding Business Performance, Professionalism

Dealitem.com is showing the way when it comes to presenting the web user with a vast array of choices and presenting the latest deals at amazingly discounted rates. Dealitem.com does a better job in maintaining a focus on latest deals and coupons fro

Financial professionals seeking to ramp up their lists of prospective clients can be challenged to find comprehensive, reliable and up-to-date information, especially if they are running in circles, trying to find details from a variety of sources. O