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Associated Press Newswires
National Financial Partners mentioned in an article regarding NFP’s joint venture with Goldman Sachs.
Dow Jones News Service
National Financial Partners mentioned in an article regarding NFP’s joint venture with Goldman Sachs.
InvestmentNews
NFP Securities Inc. ranked third on the list of “Top independent broker-dealers ranked by gross revenue.
Reuters News
National Financial Partners mentioned in an article announcing Janus Capital Management’s raise in its stake in NFP to 10.2 percent.
Annuity Market News
NFP Securities mentioned in an article as a former client of David Macchia, strategic financial marketing consultant and CEO of Wealth2K.
Employee Benefit Adviser
Philip Grisafi of Mosse & Mosse Associates interviewed in an article about the International Society of Employee Benefit Specialists.
Associated Press
Dan Young announced as the new president and chief operating officer of NFP Securities Inc.
Datamonitor News and Comment
Dan Young announced as the new president and chief operating officer of NFP Securities Inc.
Insurance Business Review
Dan Young announced as the new president and chief operating officer of NFP Securities Inc.
The Wall Street Journal
Dan Young announced as the new president and chief operating officer of NFP Securities Inc.
AFX Asia
Dan Young announced as president and chief operating officer of NFP Securities Inc.
Dow Jones
Dan Young announced as president and chief operating officer of NFP Securities Inc.
InvestmentNews
Dan Young announced as the new president and chief operating officer of NFP Securities Inc.
InvestmentNews.com
Dan Young announced as president and chief operating officer of NFP Securities Inc.
PlanAdvisor.com
Dan Young announced as president and chief operating officer of NFP Securities Inc.
RTTNews.com
Dan Young announced as president and chief operating officer of NFP Securities Inc.
PlanAdvisor.com
Jeff Montgomery announced as a new advisory board member of CAPTRUST Financial Advisors.
Associated Press Newswires
National Financial Partners mentioned in an article regarding the increased stock dividend.
Dow Jones News Service
National Financial Partners mentioned in an article about the increased stock dividend.
Reuters Significant Developments
National Financial Partners mentioned in an article about the increased stock dividend.
The New York Sun
National Financial Partners’ preliminary and upcoming financial results for 3Q07.
TheStreet.com
National Financial Partners’ preliminary and upcoming financial results for 3Q07.
Registered Rep.
National Financial Partners mentioned in an article about the practice management program.
Dow Jones Newswires
National Financial Partners mentioned in an article among five firms that purchase equity in advisory firms.
InvestmentNews
Howard Sontag of Sontag Advisory quoted in an article about how to advise clients on 'late-in-life divorce.'
InvestmentNews
Rebecca Wingate mentioned as the new president of Highland Capital Brokerage.
The Wall Street Journal Online
Howard Sontag of Sontage Advisory quoted in an article about growth funds and recent trends in the market that are excepted to continue into 2008.
CoStar Group Online
National Financial Partners mentioned in an article about the relocation of NFP’s headquarters.
Financial Planning
Chris Dalto of Delessert Financial Services quoted in an article about how to advise clients on helping their children financially.
Registered Rep.
Stuart Silverman of Fusion Financial quoted in an article about how advisors can obtain a wealthier client base.
New York Sun
National Financial Partners mentioned in an article about New York City real estate and the relocation of NFP’s headquarters.
CoStar Group Online
National Financial Partners announced in an article announcing the relocation of NFP’s headquarters.
New York Sun
National Financial Partners mentioned in an article about New York City real estate and the relocation of NFP’s headquarters.
FinancialWire
Rebecca Wingate announced in an article as the new President of Highland Captial Brokerage.
RTTNews.com
Rebecca Wingate announced in an article as the new President of Highland Captial Brokerage.
Associated Press Newswires
National Financial Partners mentioned in an article regarding the recent acquisition of Pro Financial Services, Inc.
Dow Jones Newswires
National Financial Partners mentioned in an article regarding the recent acquisition of Pro Financial Services, Inc.
Associated Press Newswires
National Financial Partners mentioned in an article regarding the recent acquisition of Pro Financial Services, Inc.
Briefing.com
National Financial Partners mentioned in an article regarding the recent acquisition of Pro Financial Services, Inc.
Dow Jones News Service
National Financial Partners mentioned in an article regarding the recent acquisition of Pro Financial Services, Inc.
Dow Jones Newswires
National Financial Partners mentioned in an article regarding the recent acquisition of Pro Financial Services, Inc.
Investor's Business Daily
National Financial Partners mentioned in an article regarding the recent acquisition of Pro Financial Services, Inc.
Reuters News
National Financial Partners mentioned in an article regarding the recent acquisition of Pro Financial Services, Inc.
StreetInsider.com
National Financial Partners mentioned in an article regarding the recent acquisition of Pro Financial Services, Inc.
TheStreet.com
Howard Sontag of Sontag Advisory discusses how married couples can get on the same page financially.
Commercial Property News
National Financial Partners mentioned in an article announcing the relocation of NFP’s headquarters.
BusinessWeek Online
Mike Benoit of DiMeo Schneider & Associates quoted in an article about switching careers midlife and the financial risks involved.
InvestmentNews
George Biancardi announced in an article as the new senior Vice President of National Financial Partners Corp. and President of Preferred Services Group of N.Y. Ltd.
AALU Quarterly
Eleanor Johnson of Highland Capital Brokerage featured in her article about becoming a politically involved AALU member and making a diffrence.
USA Today
Bernard Wolfe of Bernard Wolfe & Associates quoted in an article about retirement.
Baltimore Business Journal
Bernie Wolfe of Bernard R. Wolfe & Associates quoted in an article about retiring baby boomers.
BusinessWeek Online
Howard Sontag of Sontag Advisory quoted in an article about subprime mortgages.
BusinessWeek
Michael Delgass of Sontag Advisory quoted in an article about paying for tutitions.
Money Management Executive
Jeff Elvander of 401(k) Advisors quoted in an article about asset allocation funds.
FUNDFire.com
Jeff Elvander quoted in an article about 401(k) Advisors’ new Scorecard System for evaluating trust fund portfolios.
Associated Press Newswires
National Financial Partners mentioned in an article announcing third quarter cash dividend.
Reuters News
National Financial Partners mentioned in an article announcing third quarter cash dividend.
Defined Contribution & Savings Plan Alert
401(k) Advisors mentioned in a news brief.
Defined Contribution & Savings Plan Alert
Jeff Elvander of 401(k) Advisors quoted in an article about target-date collective investment trusts.
The Wall Street Journal
George Biancardi announced in an article as newly appointed senior vice president of NFP and chief executive officer of Preferred Services Group of N.Y., Ltd.
Dow Jones News Service
National Financial Partners mentioned in an article about financial firms.
USA Today
Ray Ferrara of ProVise Management Group, LLC quoted in an article about strategizing retirement portfolios.
Best's Insurance News
George Biancardi announced as newly appointed senior vice president of National Financial Partners Corp. and president of Preferred Services Group of N.Y. Ltd.
AdvisorMax.com
Andrew Prevost of the Meltzer Retirement Service Division quoted in an article about the status and impact of the Roth 401(k).
Registered Rep.
National Financial Partners mentioned in an article about independent broker dealers.
Private Wealth
CEO Jessica Bibliowicz featured in an cover story about National Financial Partners.
Registered Rep.
Bernie Wolfe of Bernard R. Wolfe & Associates listed 16th among the 100 biggest advisors in the independent broker/dealer world by assets.
Forbes
Christiane Delessert and Chris Dalto of Delessert Financial quoted in an article about European tax havens.
The Wall Street Journal
Jeff Montgomery quoted in an article about offering health insurance to small businesses.
InvestmentNews
Nick Della Vedova of 401(k) Advisors quoted in an article about the registered investment advisers and the fast-growing market for small 401(k)s.
The News-Sentinel, Fort Wayne
DiMeo Schneider mentioned in an article as the manager of a community trust fund.
Bloomberg News
National Financial Partners mentioned in an article in which Lehman Brothers discusses the upgrade of NFP stock.
Business Week
Chris Dalto of Delessert Financial quoted in an article about retirees who, after a successful career, choose to work because they are passionate about a specific interest.
Reuters News
National Financial Partners mentioned in an article in which Lehman Brothers discusses the upgrade of NFP stock.
The Kansas City Star
Julie Davis of FBD Consulting quoted in an article about the company’s compensation survey.
Boomer Market Advisor
Bernie Wolfe of Bernard R. Wolfe & Associates quoted in an article about wealth management platforms.
Financial Planning
James R. Gelder announced in an article as the newly appointed chief executive officer of NFP Insurance Services, Inc.
Registered Rep.
Stuart Silverman of Fusion Financial quoted in an article discussing five mistakes advisors make communicating with their clients.
PlanAdvisor
401(k) Advisors mentioned in an article about switching advisors.
Crain’s New York Business
National Financial Partners listed seventh of New York’s largest benefits consulting firms ranked by number of area professionals.
Boston Business Journal
Christiane Delessert of Delessert Financial Services quoted in an article about industry consolidation.
Boston Business Journal
Financial Architects Partners listed 18th of the largest investment advisers in the Boston area.
Financial Planning
James Gelder mentioned in an article as the newly appointed executive vice president and CEO of NFP Insurance Services.
Investment Advisor
National Financial Partners mentioned in an article about financial advisory firm trends.
Registered Rep.
Stuart Silverman of Fusion Financial quoted in an article about the relationship between the broker/dealer and independent financial advisors, mentioning National Financial Partners.
Worth
Bruce Udell of Udell Associates quoted in an article about avoiding problems with generation-skipping trusts by planning ahead and communicating with family members.
Medill News
Mike Benoit of DiMeo Schneider and Associates LLC quoted in an article about how to preserve a relationship by communicating your financial situation.
American Banker
National Financial Partners mentioned in an article announcing the partnership with ING to offer hybrid premium financing programs.
St. Petersburg Times
Ray Ferrera of ProVise Management Group quoted in an article about policy changes for fee-based brokerage accounts.
Dow Jones Commodities Service
National Financial Partners mentioned in an article for partnership with ING to offer hybrid premium financing programs.
National Underwriter
National Financial Partners mentioned in an article announcing the partnership with ING to offer hybrid premium financing programs.
Reuters
National Financial Partners mentioned in an article for announcing second quarter cash dividend and ING hybrid premium financing program.
Dow Jones News Service
National Financial Partners mentioned in an article for its partnership with ING to offer hybrid premium financing programs
WSJ.com
National Financial Partners mentioned in an article regarding the agreement with ING U.S. Financial Services to increase life insurance capability for the older-aged market.
AdvisorMax
Stuart Silverman of Fusion Financial Group quoted in an article about being a successful financial advisor.
American Banker
James R. Gelder mentioned in an article as the newly announced chief executive officer of NFP Insurance Services, Inc.
InvestmentNews
Alan Meltzer of The Meltzer Group quoted in an article about longevity and financial planning.
National Underwriter
An article written by Alec Herring of National Financial Partners about how financial services professionals can successfully work with CPAs.
The Wall Street Journal
National Financial Partners mentioned in an article announcing the appointment of James R. Gelder as chief executive officer of NFP Insurance Services, Inc.
Financial Wire
James R. Gelder mentioned in an article as the newly announced chief executive officer of NFP Insurance Services, Inc.
Bankrate.com
Bruce Udell of Udell Associates, Inc. quoted in an article about life insurance and retirement.
Dow Jones Newswires
National Financial Partners mentioned in an article about holding companies’ role in the consolidation among independent financial-advisory firms.
Financial Planning
Ray Ferrara of ProVise Management Group, LLC quoted in an article about retirement services.
InvestmentNews
NFP Securities Inc. listed twelfth of the top firms ranked by total fee revenue third of the top independent broker-dealers ranked by gross revenue.
InvestmentNews
NFP Securities Inc. CEO Jeff Montgomery quoted in an article about broker-dealers
401kWire.com
Will Byron of Corporate Benefit Advisors quoted in an article about launching their Select 401(k) and reasons for using ePlan.
Best's Insurance News
NFP CEO Jessica Bibliowicz quoted in an article about the Life Insurance Conference discussing National Financial Partners and recent and future changes in the life insurance industry.
Boston Business Journal
Phil Grisafi of Mosse & Mosse Associates quoted in an article discussing the growing importance of 401(k) plans for workers’ long-term financial security.
National Underwriter
Patrick Bradley of LTCI Partners LLC quoted in an article about the Intercompany Long Term Care Insurance conference discussing industry concerns for long term care policies.
Bankrate.com
Philip Grisafi of Mosse & Mosse Associates quoted in an article about temporary health insurance.
Dow Jones News Service
Stuart Silverman of Fusion Financial quoted in an article about setting up a fee based or a commission based practice.
Registered Rep.
Alan Meltzer of the Meltzer Group referenced in an article for his success in providing 401(k) services to small businesses.
Worth
Howard Sontag of Sontag Advisory quoted in an article discussing the financial education of children.
InvestmentNews
National Financial Partners referenced in an article as one of the most successful consolidators in the wealth management and financial advisory industry.
South Florida Sun-Sentinel
Barry Kaye of Barry Kaye & Associates mentioned in an article for giving a speech at Florida Atlantic University.
CNBC
CEO Jessica Bibliowicz and National Financial Partners mentioned on "Mad Money with Jim Cramer."
Bank Investment Consultant
Christiane Delessert of Delessert Financial quoted in an article about the rewards of dividend-paying stock.
NewRating.com
National Financial Partners mentioned in an article about the initiation of a "buy" rating by Citigroup.
TheStreet.com
National Financial Partners mentioned in a brief about the initiation of a "buy" rating by Citigroup.
Dow Jones News Service
National Financial Partners mentioned in an article discussing the acquisition of wealth management firms by aggregators.
InvestmentNews
NFP Securities Inc. listed 19th of top independent broker-dealers, ranked by number of reps.
InvestmentNews
NFP Securities Inc. listed 26th of top broker-dealers, ranked by number of reps producing over $100,000.
InvestmentNews
NFP Securities Inc. surveyed among 100 independent broker-dealers.
Pensions & Investments
William Schneider of DiMeo Schneider & Associates quoted in an article about unitizing 401(k) plans.
International Financing Review
National Financial Partners bond mentioned for being the first transaction where a bond is used in conjunction with a sponsor monetization.
CNBC
National Financial Partners mentioned in a segment on "Power Lunch" regarding private equity backed aggregators.
Hedge World News
Richard P. Van Benschoten of Lenox Advisors quoted in an article about the company's success in personal and corporate wealth management for hedge fund executives.
USA Today
Ray Ferrara of Provise Management Group quoted in an article about strategies to reduce taxes on retirement savings.
BusinessWeek
Tom Henske of Lenox Advisors quoted among a team of financial advisors in an article about top personal finance recommendations for 2007.
Registered Rep.
NFP's Elliot Holtz quoted in an article about the development and success of private equity backed financial service distribution companies operating in investment advisory.
Registered Rep.
Mike Delgass of Sontag Advisory quoted mentioning Howard Sontag as an inspiration to his career.
St. Petersburg Times
Ray Ferrara of Provise Management Group quoted in an article about predictions for the stock market in 2007.
The Wall Street Journal
Tom Carstens of Lenox Advisors quoted in an article, "Support for Treasury Grows – Rally Looks Possible if Stocks hit Trouble; Skepticism Remains."
401K Wire
National Financial Partners acquires executive benefits firm Balser Companies.
Plansponsor.com
National Financial Partners acquires executive benefits firm Balser Companies.
American Banker
National Financial Partners acquires executive benefits firm Balser Companies.
Reuters
National Financial Partners acquires executive benefits firm Balser Companies.
The Wall Street Journal
Lenox Advisors Inc.’s Gregory Large quoted in an article about the rising interest in disability insurance.
Dow Jones
Thomas Carstens of Lenox Advisors quoted in an article about investing in the bond market
InvestmentNews
NFP Securities, Inc. listed among the top 50 independent broker-dealers.
Investor’s Business Daily
Ray Ferrara of ProVise Management Group quoted in an article about saving for retirement.
Sarasota Herald – Tribune
Udell Associates mentioned in a brief about sponsoring a charity fundraiser.
InvestmentNews
Donna Levy of Sontag Advisory quoted in an article about Schwab's New York conference series.
Registered Rep.
Mike Delgass of Sontag Advisory quoted in an article about taxes levied on private annuities.
Dallas Business Journal
Smith, Frank’s Randy Smith discusses the alliance between insurance broker Roach Howard Smith & Burton and Smith, Frank.
Registered Rep.
Fusion Financial, one of NFP's Alliances, is mentioned as part of a story about moving from a commission-based to a fee-based model.
Dow Jones News Service
Elliot Holtz quoted in a story about financial firms selling to aggregators.
Wealth Manager and Research Magazine
NFP’s Elliot Holtz participates in a wealth management industry round table discussing industry trends and the implications for technology and wealth management.
Crain's New York Business
National Financial Partners listed 129th of New York’s largest publicly held companies, ranked by annual revenue.
Crain's New York Business
National Financial Partners listed 10th of New York’s largest benefits consulting firms, ranked by number of area professionals.
Kiplinger’s Personal Finance Magazine
Karen Cunningham of Oklahoma Financial Center quoted in an article about claiming tax-deductions.
Registered Rep.
National Financial Partners mentioned in an article for its affiliation with Fusion Financial.
Pensions & Investments
Bill Schneider of DiMeo Schneider & Associates quoted in an article about lifestyle funds.
St. Petersburg Times
Ray Ferrara of ProVise Management Group quoted in an article about the housing slowdown.
Kiplinger
Oklahoma Financial Center’s Karen Cunningham quoted in an article regarding year-end tax strategies.
Employee Benefit Advisor
Mosse & Mosse Associates’ Philip Grisafi to serve as secretary/treasurer of the ISCEBS council.
Financial Planning
NFP Securities mentioned in list of the twenty largest independent broker/dealers.
Physician’s Money Digest
Smith, Frank’s Greg Reed discusses multiple approaches for asset protection for physicians.
Registered Rep.
Fusion Financial’s Stuart Silverman discusses recruitment and strategies for wealth managers.
Registered Rep.
NFP Securities mentioned in list of the twenty largest independent broker/dealers.
Financial Planning
Howard Sontag of Sontag Advisory features an article about advisors and portfolio performance.
National Underwriter
Jessica Bibliowicz mentioned in an article as speaker for a life reinsurance conference.
The Wall Street Journal
Kevin Sherman of Lenox Advisors quoted in an article, “Open & Shut: Incredibly Shrinking Funds.”
Agent’s Sales Journal
Bruce Udell of Udell Associates discusses his career and offers advice regarding estate management
Senior Market Advisor
Delott & Associates’ Steve Delott wins advisor of the year.
Agent’s Sales Journal
David Carroll of Financial Architect Partners featured in an article about his success.
Physicians Money Digest
Greg Reed of Smith, Frank & Associates quoted in an article about asset protection strategies.
American Banker
National Financial Partners mentioned in a brief.
St. Petersburg Times and Miami Herald
ProVise's Ray Ferrara provides financial advice for newlyweds.
Investment News
Jeff Montgomery quoted in a story about unique expertise of emerging leaders in broker-dealers.
Registered Rep.
KNW Group's Marty Nanne and Fusion Financial's Stuart Silverman quoted in a story about hiring practices.
Agent’s Sales Journal
David Carroll of Financial Architect Partners discusses wealth management for high net worth individuals.
Senior Market Advisor
Delott & Associates’ Steve Delott one of five finalists for advisor of the year.
Financial Planning
National Financial Partners referenced in an article as a business model.
Practice Manager Letter
Fusion Financial featured in an article.
Registered Rep.
Fusion Financial and NFP Securities mentioned in industry trend article.
Senior Market Advisor
Steve Delott of Delott & Associates mentioned in an article, “Advisor of the Year Finalist.”
Investment News
David Carroll of Financial Architects Partners was quoted in an article about the rise of life insurance superadvisers. Carroll discusses how sophisticated advisors view life insurance as an asset class.
Investment News
Sontag Advisory's Donna Levy quoted in a story about wealth management data consolidation.
InvestmentNews
David Carroll of Financial Architect Partners quoted in an article discussing how sophisticated advisors view life insurance as an asset class.
InvestmentNews
Donna Levy of Sontag Advisory quoted in a story about wealth management data consolidation.
InvestmentNews
Howard Sontag of Sontag Advisory profiled in an article, "One on One with Howard Sontag."
St. Petersburg Times
Ray Ferrara of ProVise Management Group mentioned in an article about federal interests rates.
Sarasota Herald-Tribune
Udell Associates' educational forum mentioned in the "Business Buzz" section.
American Banker
Jessica Bibliowicz and Mark Biderman quoted in an article about NFP.
San Francisco Business Times
David Carroll of Financial Architect Partners quoted in an article about doing business on the West Coast.
Registered Rep.
Thomas Henske of Lenox Advisors discusses estate planning in an uncertain estate tax environment.
Worth
Elliot Herman of PRW Associates discusses the role commodities play in private investors' asset allocation.
Registered Rep.
National Financial Partners mentioned in article about industry trends.
Senior Market Advisor
Steve Delott of Delott & Associates mentioned in an article regarding seminars for seniors.
National Underwriter
National Financial Partners mentioned in an article about the large case markets.
The Wall Street Journal
Tom Carstens of Lenox Advisors quoted in an article about ways to process a mutual fund.
Dow Jones
Jeff Montgomery quoted in an article about offering health insurance to small businesses.
Dow Jones
Thomas Carstens of Lenox Advisors mentioned in an article about Treasury Inflation Protected Securities.
Registered Rep.
Mike Delgass of Sontag Advisory quoted in an article about structured products.
Investment Advisor
Lenox Advisors mentioned in an article about their success, “Already There.”
Registered Rep.
Gregory Large of Lenox Advisors mentioned in an article about life insurance policies.
InvestmentNews
Lenox Advisors referenced in an article about private-placement life insurance.
InvestmentNews
Bill Schneider of DiMeo Schneider & Associates quoted in an article about consolidation in the industry.
Boston Business Journal
Article by PRW Associates' Bill Payne about the importance of finding a trusted wealth management advisor.
InvestmentNews
Tom Henske of Lenox Advisors quoted in an article about avoiding investment scams.
InvestmentNews
National Financial Partners mentioned in an article about acquisitions.
Financial Planning
Norman A. Dawidowicz of Personal Capital Management mentioned in an article for its affiliation with NFP.
Money
Gary Ambrose of Personal Capital Management quoted in an article about advisor performance.
St. Petersburg Times
Ray Ferrara of ProVise Management Group quoted in an article about hedge funds.
Dow Jones
National Financial Partners referenced in an article as a successful industry role model.
Investment Advisor
Jessica Bibliowicz mentioned in a brief as one of the industry’s most influential people.
Investment Advisor
Tom Henske of Lenox Advisors mentioned in a brief for an interview, “Quite a Gift.”
Registered Rep.
Jessica Bibliowicz and National Financial Partners featured in an article, “Roll-Up Queen.”
Registered Rep.
ProVise Management Group mentioned in a feature article about NFP.
InvestmentNews
Tom Henske of Lenox Advisors mentioned in an article about saving for retirement.
Dow Jones
Greg Reed of Smith, Frank & Partners quoted in an article about retirement ‘numbers.’
InvestmentNews
Elliot Holtz and National Financial Partners mentioned in an article about new players in the wealth management business.
The Wall Street Journal
Lenox Advisors mentioned in an article about the pros of investing in ultra-short bonds.
InvestmentNews
Elliot Holtz quoted in an article about National Financial Partners’ business offering.
The Wall Street Journal
Elliot Holtz mentioned in an article discussing earn-outs.
MarketWatch.com
Chris Dalto of Delessert Financial Services quoted in an article discussing long-only mutual funds.
InvestmentNews
Todd Hamerlink of National Investment Advisors quoted in an article about small banks participating in wealth management.
Best’s Review
Lenox Advisors mentioned in an article about long-term care market study.
Investment Advisor
Howard Sontag of Sontag Advisory profiled.
Registered Rep.
Mike Delgass of Sontag Advisory quoted in an article about the Fed and equities.
Pensions & Investments
DiMeo Schneider & Associates mentioned as consultant to Guidant Corp.
The Wall Street Journal
Jessica Bibliowicz quoted in an article discussing how Gregory Fleming of Merrill Lynch counseled on "life as a public company."
Annuity Selling Guide
Steve Delott of Delott & Associates mentioned in an article about tax advantages with mutual funds.
Financial Planning
Steve Delott of Delott & Associates quoted in an article and mentioned for his affiliation with NFP.
Worth
Norman Dawidowicz of Personal Capital Management quoted in an article about same sex partners and estate planning problems.
Stamford Advocate
Lenox Advisors mentioned in an article for the Money Smart Kids program.
American Banker
Lenox Advisors mentioned in an article about its wide array of services.
Reuters
National Financial Partners mentioned in a brief announcing the acquisition of eight firms.
St. Petersburg Times
Ray Ferrara of ProVise Management Group mentioned in a brief for winning a lifetime achievement award.
Sarasota-Herald Tribune
National Financial Partners mentioned in an article about Udell Associates.
Times Union
Ray Ferrara of Provise Management Group quoted in an article about taxes.
Accounting Technology
Lenox Advisors' Rick P. Van Benschoten's article featured about "retirement numbers."
Journal of Accountancy
Jeff Montgomery profiled in an article, "Executive Profile: Jeffery Montgomery."
St. Petersburg Times
Ray Ferrara of ProVise Management Group quoted in an article about the economy.
USA Today
In an article on philanthropic donations and all the options available (especially this year with so many global disasters), Ray Ferrara of Provise Management Group, an NFP Company, was quoted on the tax implications of various kinds of donations.
Dow Jones
Dow Jones ran a mutual fund profile in which David Nicholas, the portfolio manager of the Nicholas Limited Edition I Fund, mentioned NFP as a company with excellent prospects for long-term growth.
Forbes.com
Howard Sontag, of Sontag Advisory, an NFP Company, was featured in "Street Talk with Bob Lenzner" in which Howard discussed his firm's mutual fund strategy. You can watch the interview here: http://www.forbes.com/business/2005/11/18/funds-sontag-investing-cz_rl_1121streettalk.html.
Wall Street Journal
The Wall Street Journal ran a piece on mutual funds that give exposure to multiple international markets. Elliot Herman, partner in charge of wealth management at PRW Associates, an NFP Company, was quoted on how these funds are often a good idea for those just starting to invest.
Dow Jones
Dow Jones ran a feature story on NFP titled "NFP Woos Advisors for Growth" that examined NFP's strategy and financial performance. The article discussed NFP's history and stated that NFP "appears to have found a formula to grow by going after one of the largest wealth-management forces today-independent financial advisors."
Investor's Business Daily
Jonathan Coleman of the Janus Enterprise Fund mentioned NFP as an example of a strong stock in the financial sector that he is currently buying. The quote appeared as part of a mutual fund profile.
Wall Street Journal
Chris Dalto of Delessert Financial, an NFP Company, was interviewed on how to rebalance one's portfolio for the end of the year. Although he was not quoted, an asset allocation chart based on the interview ran in the piece, demonstrating how a typical client portfolio is allocated.
USA Today
An article ran in USA Today in which the author warns prospective retirees not to assume that various costs will be covered after retirement. Ray Ferrara of Provise Management Group, an NFP Company, was quoted on the impact of inflation on social security.
Dow Jones
Dow Jones ran a piece on how advisors are are working with baby boomers. Ray Ferrara of Provise offers his insight on how an advisor can more effectively serve clients by offering more than just financial advice. His comments focused on how cultivating real relationships can help an advisor's business prospects.
Money
Gary Ambrose of Personal Capital Management, and NFP Company, was quoted in a story about financial advice for a recently divorced father.
New York Times
The New York Times wrote a case study on James Patterson, a famous and successful author, and his investment philosophy. His financial advisor, Tony Peyser, of Peyser & Alexander, an NFP Company is quoted a number of times throughout the piece.
Investor's Business Daily
NFP was featured in IBD as a wide-ranging distribution channel for financial services products. Both Elliot Holtz, of NFP, and Ray Ferrara of Provise Management were quoted in the story.
Dow Jones
An article titled "More Advisors Managing Managers" included insights from Beth Richardson of Sindrich and Associates, an NFP Company.
Wall Street Journal
Dow Jones ran a piece on how more and more financial advisors are outsourcing various duties in order to be able to service their clients more effectively. Beth Richardson of Sindrich & Associates, an NFP Company, is quoted on what she feels the greatest challenges are in terms of servicing clients.
Boomeradvisor.com
Greg Olsen of Lenox Advisors was featured in an interview on retirement myths and what boomers really need to focus on as they approach retirement.
Kiplinger's Personal Finance
Rick Van Benschoten of Lenox Advisors, an NFP Company, was included in the cover story on retirement planning.
Registered Representative
NFP Securities was listed as the number five independent broker dealer by revenue for 2004.