- BISYS acquires Financial Planners Certification
education company.
BISYS (New York), a provider of training resources for the financial services sector, has acquired Dalton Publications (St. Rose, LA), a provider of educational materials and training resources for candidates preparing for the Certified Financial Planners (CFP) certification exam. Terms of the deal were not given. Dalton targets its products ......
- Carta Group joins Lincoln Financial Advisors
DeWITT - The Carta Group, a local financial-planning and insurance agency, has become affiliated with Sagemark Consulting, a division of Lincoln Financial Advisors (LIZA), in order to offer enhanced services to customers.
- Mapping mergers.
If a merger is in your association's future (and these days that's a possibility that most organizations must be open to), scope out the many routes you could take to creating a new organization. With merger mania on the rise in industries nationally and globally, associations are feeling the pinch....
- MORTGAGE.COM TO ACQUIRE THREE
COMPANIES.
MORTGAGE.COM, PLANTATION, FLORIDA, HAS announced an agreement to acquire three companies, which will advance its business to conduct point-of-sale mortgage offerings on the Internet. The companies, all wholly owned subsidiaries of North Carolina-based CSC Holdings, LLC, include Capital Savings Co., Inc., a technology-based lender; ACM/USA, Inc., a company that partners ......
- ROGERS MEDIA FINALIZES PURCHASE OF MARKETING SOLUTIONS
CORP.
Rogers Media (Toronto, ON), a division of Rogers Communications, has completed the purchase of Marketing Solutions Corp. (Toronto, ON), a marketing and research consulting company for the Canadian mutual fund and investment industries. No terms were given. Marketing Solutions assets consist primarily of its "Advisor Forum" conferences, designed to meet ......
- REINVENTING FINANCIAL PLANNING
HEADNOTE Financial planning needs to be more than just selling a product IMAGE PHOTOGRAPH 1 "HOW DID YOUR SUPER FUND GO this year?" has acquired frequently asked question status. Even though the response to the question ranges in significance from meaningless to irrelevant, people still ask it in the hope ......
- Measuring and managing risk improves strategic
financial planning.
Successful strategic financial planning depends on an organization's ability to accurately assess the financial risk associated with proposed strategic initiatives. A key responsibility of most healthcare CFOs is strategic financial plan development. Change and growing economic pressures on the healthcare industry have caused the uncertainties associated with strategic financial planning ......