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FinaMetrica Expands Business Development Team in United States, Offers Introductory Meetings

Industry Experts, Nunnally and Roche, to Represent Acclaimed Risk Profiling Software CompanySydney, Australia -- (January 18, 2012) – Geoff Davey, co-founder of FinaMetrica â, the leader in psychometrically-based risk profiling solutions for financial advisors, announced that Tyler Nunnally and Robert Roche will serve as the firm’s business development consultants in the United States. Nunnally, based in Atlanta, will focus on the eastern part of the country, while Roche, based in Southern California, will handle the western United States. “Tyler and Robert

Securities America to Hold 14th Annual Assistant University

La Vista, Neb. (Aug. 23, 2011) – Securities America , which pioneered the idea of a conference for advisors’ assistants in 1997, will hold its 14th Annual Assistant University on Oct. 4-5, 2011, at the Hilton Omaha. “As the first independent broker/dealer to develop a stand-alone conference for support staff, we recognize the critical role that assistants play in the success of a financial advisory practice,” said Kirk Hulett, senior vice president for strategy and practice management. Assistant University 2011 is a two-day intensive workshop which

Tamarac Opens East Coast Office to Maintain Service Excellence as Integrated RIA Platform

Adoption Soars   2011 Year-to-Date Sales Exceed Total 2010 SalesSeattle, Wash., July 14, 2011 – Tamarac Inc., a leading provider of integrated portfolio management software and services, today announced the opening of its Raleigh, North Carolina office—which enables the company to further scale its managed portfolio accounting capabilities. “Quality client service is a core value at Tamarac,” said CEO Stuart DePina. “With offices now on both the east and west coasts, Tamarac has dramatically increased its service capabilities for RIAs nationwide. We can maintain the excellent service our

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