First Allied Securities Inc

Type: Company
Name: First Allied Securities Inc
First reported Jul 08 2014 - Updated Jul 08 2014 - 1 reports

Estate Planning Tip: Female Executives Are Different

In our experience working with successful female clients, we find they are focused on one question above all others: “What’s the plan?” Monthly or even annual portfolio performance doesn’t matter much to these clients unless they can see how it fits within ... [Published Bank Investment Consultant - Jul 08 2014]
First reported Jun 27 2014 - Updated Jun 27 2014 - 1 reports

First Allied Securities launches new Pentameter practice management portal

First Allied Securities, Inc., a provider of securities brokerage and underwriting and financial advisory services, has launched its new Pentameter practice management portal and integrated business consulting process. Pentameter expands on First Allied's ... [Published Individual.com - Jun 27 2014]
First reported Jun 26 2014 - Updated Jun 26 2014 - 1 reports

3 Reasons to Rollover Your 401K

1. Fees. Your 401K plan may have expenses in any number of places which you don't typically think about. Those fees include administrative and servicing fees to TPA (third party administration) and don't forget about investment management costs. Very ... [Published Bayside Patch - Jun 26 2014]
First reported Jun 19 2014 - Updated Jun 20 2014 - 1 reports

Antoniades' New Challenging B-D Job

Adam Antoniades, chief executive of First Allied Holdings -- and since May, the new president of Cetera Financial -- has a tough job on his hands: building an integrated platform for all of the different broker-dealers now controlled by RCS Capital Corp., ... [Published Financial Advisor Magazine - Jun 19 2014]
First reported Jun 19 2014 - Updated Jun 19 2014 - 5 reports

First Allied Securities Releases Pentameter Portal

--- Independent broker/dealer firm First Allied Securities Inc. launched the new Pentameter practice management portal and integrated business consulting process for financial advisers. ---The Pentameter portal expands on First Allied’s effort toprovide ... [Published Plan Adviser - Jun 19 2014]
First reported Jun 18 2014 - Updated Jun 18 2014 - 1 reports

Four keys to a successful acquisition

(iStock)By Richard WhitworthWhen a good friend recently purchased a house in an exclusive local neighborhood notorious for low turnover and minuscule inventory, we all congratulated her on an amazing find. When asked how she was able to discover such ... [Published Investment News - Jun 18 2014]
First reported Jun 18 2014 - Updated Jun 18 2014 - 1 reports

Five Ways to Expand Ranks of Female Independent Advisors Through Mentoring Programs

Randy Faris/Fuse/Model Released/ThinkstockIn a special closed door session at the First Allied Securities national annual conference in San Diego this week, I met with a diverse group of female independent financial advisors.  Some of these advisors were ... [Published WealthManagement.com - Jun 18 2014]
First reported Jun 17 2014 - Updated Jun 17 2014 - 1 reports

Retirees Suffer as 401(k) Rollover Boom Enriches Brokers

Kathleen Tarr says AT&T Inc. employees looked to her as “their de facto 401(k) expert.” Visiting their homes and offices, she advised them on their retirement plans as they called up balances on computer screens.Actually, Tarr worked for Royal Alliance ... [Published Bloomberg - Jun 17 2014]
First reported May 08 2014 - Updated May 08 2014 - 1 reports

First Allied Securities Announces Appointment of Kevin Keefe as President, Reporting to Adam Antoniades, CEO of First Allied Holdings, Inc.

SAN DIEGOAs a new member of the executive team, Mr. Keefe will report directly to Adam AntoniadesMr. Keefe, 46, joins First Allied from Advisor Group, the independent broker/dealer network of AIG, where he was Executive Vice President and head of Wealth ... [Published PR Newswire - May 08 2014]
First reported Mar 27 2014 - Updated Mar 27 2014 - 1 reports

First Allied Securities Celebrates Women's History Month with Successful Results from Beta Test of its Women Advisor Mentoring Program

SAN DIEGO, March 27, 2014 /PRNewswire/ -- First Allied Securities, Inc. (First Allied), a leading independent broker/dealer supporting fee- and commission-based independent financial advisors across the nation, today announced that the initial rollout ... [Published PR Newswire: General Business - Mar 27 2014]

Quotes

Aaron Pearce, vice president of Practice Management at FirstFirst Allied, added, "Pentameter empowers First Allied advisors to achieve this goal by connecting them to the internal expertise and resources that can most effectively take their practices to the next level."
"As each individual's tax situation is different, take time to consider all the facts and consult with your tax advisor before initiating a rollover. Distributions received before age 59 1/2 are subject to an early distribution penalty of 10% additional tax unless an exception applies. This information is not intended to be a substitute for specific individualized tax, legal or estate planning advice."
Richard Whitworth, Managing Director of Business Consulting at FirstFirst Allied, said, "Pentameter™ represents the next evolution in First Allied's innovative, integrated approach to helping our advisors build sustainable, profitable businesses for the long term. Our goal for each advisor is not only to help them capitalize on the immediate opportunities available to them this quarter, or even this year, it's to help them think like CEOs to maximize and eventually realize the greatest possible value from their individual companies."

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All (16) | News (13) | Reports (0) | Blogs (1) | Audio/Video (0) | Fact Sheets (0) | Press Releases (2)
sort by: Date | Relevance
Estate Planning Tip: Female Executives Are Diff... [Published Bank Investment Consultant - Jul 08 2014]
First Allied Securities launches new Pentameter... [Published Individual.com - Jun 27 2014]
3 Reasons to Rollover Your 401K [Published Bayside Patch - Jun 26 2014]
First Allied Securities Releases Pentameter Portal [Published Plan Adviser - Jun 19 2014]
Antoniades' New Challenging B-D Job [Published Financial Advisor Magazine - Jun 19 2014]
First Allied Securities Launches Pentameter™, A... [Published Industrial Info Financials - Jun 19 2014]
First Allied Securities Launches Pentameter™, A... [Published CEOWorld Magazine - Jun 19 2014]
First Allied Securities Launches Pentameter™, A... [Published BusinessWeek - Jun 19 2014]
First Allied Securities Launches Pentameter™, A... [Published Business Technology - Jun 19 2014]
Four keys to a successful acquisition [Published Investment News - Jun 18 2014]
Five Ways to Expand Ranks of Female Independent... [Published WealthManagement.com - Jun 18 2014]
Retirees Suffer as 401(k) Rollover Boom Enriche... [Published Bloomberg - Jun 17 2014]
First Allied Securities Announces Appointment o... [Published PR Newswire - May 08 2014]
First Allied Securities Celebrates Women's Hist... [Published PR Newswire: General Business - Mar 27 2014]
First Allied Securities Announces Suite Of Enha... [Published PR Newswire - Dec 05 2013]
First Allied Securities Launches New Comprehens... [Published PR Newswire - Oct 22 2013]
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First Allied Securities Celebrates Women's Hist... [Published PR Newswire: General Business - Mar 27 2014]
SAN DIEGO, March 27, 2014 /PRNewswire/ -- First Allied Securities, Inc. (First Allied), a leading independent broker/dealer supporting fee- and commission-based independent financial advisors across the nation, today announced that the initial rollout ...
1

Press Releases

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First Allied Securities Announces Suite Of Enha... [Published PR Newswire - Dec 05 2013]
First Allied Securities Launches New Comprehens... [Published PR Newswire - Oct 22 2013]
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