
	Where results make sense

Topic: Retirement Advisors of America

	Types of Professional Advisors - Community Foundations of America (Site not responding. Last check: 2007-10-30)
		Fee-based advisors know that there are three services in particular that clients want from them: asset allocation, financial and estate planning, and tax planning.
		Research indicates that almost all fee-based advisors are seeking assistance in the area of advanced marketing to the affluent (77.2%).
		Because these advisors are primarily valued for their technical expertise, you can "pay" them for their time by providing something that enhances their value to their clients, such as a newsletter or article that would be of interest.
	www.cfamerica.org /page1076.cfm (634 words)

	RAA Financial
		RAA Financial works primarily with families and individuals who are nearing retirement or already retired.
		RAA Financial and its affiliate, Retirement Advisors of America, have together helped more than 1,300 families enjoy a secure retirement through our comprehensive suite of services.
		RAA Financial is a DBA of Retirement Advisors of America, a Registered Investment Advisor.
	www.raafinancial.com (135 words)

	Fidelity Investments—Registered Investment Advisors—Retirement Solutions
		Advisors who are ready to meet this challenge may be positioned to take full advantage of it.
		Offer clients a convenient way to invest their retirement plan savings in a single account and keep their eligible assets growing tax deferred, while they consolidate multiple retirement account balances.
		The Premiere Select Rollover IRA is for individuals who are changing jobs, retiring or are retired, have contributed to their employer's 401(k), Profit Sharing, Money Purchase Plan, 403(b), or 457 Plan, and who want to have all of their eligible retirement plan in one place-for greater convenience and easier investment management.
	www.ibg.fidelity.com /ria_invest_retirement.html (939 words)

	Retirement Advisors of America
		RAA is the largest provider of retirement services for airline pilots and other crewmembers.
		During the past decade, RAA has created fully personalized retirement programs for thousands of airline pilots and their families.
		We are honored that members of the airline industry have entrusted us with more than $1 billion of their retirement assets.
	www.raa.com (107 words)

	Caplan's ETrade To Buy Dallas Retirement Advisor - Forbes.com (Site not responding. Last check: 2007-10-30)*
		His ETrade Financial (nyse: ET - news - people) on Tuesday announced it plans to buy Retirement* Advisors of America (RAA), and the Internet brokerage is as pleased as the Dallas-based acquisition target.
		According to a press release, RAA is a registered investment adviser that handles more than $1 billion in assets.
		The RAA deal is slated to close in Q3 2006; terms were not disclosed.
	www.forbes.com /2006/05/30/etrade-acquisition-raa-cx_gl_0530autofacescan11.html?partner=msn (394 words)

	Finextra: E*Trade Financial to buy Retirement Advisors of America
		RAA joins the E*TRADE Wealth Management network of Howard Capital Management (Los Angeles and New York), Kobren Insight Management (Boston) and the investment adviser group of Harrisdirect LLC, totaling nearly $3 billion in assets under management.
		With nearly 1,300 high-value client relationships, the RAA acquisition is expected to provide a predictable and recurring revenue stream with a scalable business platform that can manage additional client assets with minimal incremental expense.
		As a subsidiary of ETRADE FINANCIAL, Retirement* Advisors of America will operate in a manner consistent with past practices of the former company, retaining its senior management team, all of its personnel, and its complete offering of investment and retirement services.
	www.finextra.com /fullpr.asp?id=9654 (377 words)

	Welcome to USA Tax Advisors Incorporated- America's #1 Secure Retirement Source (Site not responding. Last check: 2007-10-30)
		To help consumers enjoy the retirement lifestyle of their dreams, we provide those who are entering retirement or have already retired with a community business that cares about protecting their retirement assets.
		We are thoroughly trained to help our clients avoid unnecessary risk with their retirement assets.
		Our goals are to help you achieve all of your long-term retirement dreams, while having your accountant, lawyer, and retirement advisor all at one convenient business location in your community.
	www.usataxadvisorsincorporated.com (370 words)

	Financial Advisor Magazine - Watching The Detectives
		Company auditors who visit advisors’ offices across the country close each of their sessions by asking for advisor observations and complaints.
		The whole point of using metrics to measure service is to understand how your company and its different divisions and employees are doing during times of calm and stress, such as the implementation of new regulations or increases in volume.
		We know that advisors expect us to provide high levels of service, which is consistent with what they provide, and that’s where we stay focused," he adds.
	www.commonwealth.com /public/company/news/FAM_Watching.htm (1614 words)

	How to Rule Your Retirement [Fool.com: Commentary] February 15, 2005
		But you still want to make the most of your savings and avoid the pitfalls that could turn retirement on the golf course into retirement in the spare room at your daughter's house (not that you mind being near the grandkids, but they still don't have air-conditioning over there).
		What you may not have known is that Robert walked away from his job on Wall Street after realizing that due to commissions and conflicts of interest, his job as a financial advisor would wind up ensuring his own financial freedom, but not necessarily that of his clients.
		Rule Your Retirement is for anyone who wants to take the right steps toward financial independence, whether you're already retired, working toward that goal, or planning to work forever yet still wanting to manage Medicare, Social Security, and any pension benefits you've earned.
	www.fool.com /news/commentary/2005/commentary05021503.htm (821 words)

	E*Trade to Buy Dallas Advice Firm
		ETrade (ET:NYSE) agreed to acquire Retirement* Advisors of America of Dallas.
		E*Trade said it expects the transaction to be slightly accretive in 2006, with $9.3 million in annualized fiscal 2006 revenue.
		The acquisition strengthens its regional adviser strategy and "is expected to provide a predictable and recurring revenue stream with a scalable business platform that can manage additional client assets with minimal incremental expense," E*Trade said.
	www.thestreet.com /pf/stocks/brokerages/10288744.html (129 words)

	American Century \| Investors Using Advisors (Site not responding. Last check: 2007-10-30)
		Any financial advisor who provides advice about securities must be registered with the Securities and Exchange Commission (SEC) and/or the state securities agency, depending on the total value of assets under management.
		Part 1 discloses information about the advisor's education, business, and whether the advisor has had problems with regulators or clients.
		Call your state securities regulator to make sure that the advisor and anyone representing him/her are licensed in the state and have no record of complaint.
	iua.americancentury.com /iua/using_advisor/advisor_credentials.jsp (732 words)

	Summit Retirement Advisors (Site not responding. Last check: 2007-10-30)
		Retirement can mean opportunity – the opportunity to fulfill your dreams,to start something new.
		If you’re considering retirement or have recently retired, call Brad Hofhines for strategies to help you open windows of opportunity.
		Summit Retirement Advisors is pleased to announce his new CWA membership.
	www.summitretirementadvisors.com (421 words)

	Welcome to USA Tax Advisors Incorporated- America’s #1 Tax Planning & Insurance Business (Site not responding. Last check: 2007-10-30)
		We are America’s first independent turn-key income tax and insurance planning center.
		USA Tax Advisors Incorporated™ has created today’s greatest opportunity for insurance professionals and financial planners across the country.
		Many of those, in turn, will become your retirement and insurance planning clients.
	www.usataxadvisorsinc.com (237 words)

	Retirement Basics - Prudential Financial (Site not responding. Last check: 2007-10-30)
		At the same time, the responsibility for securing a comfortable retirement continues to shift from the government and employers to the individual.
		To help you with your retirement planning, we've assembled calculators, research on retirement, learning tools, and more.
		Deciding to retire entails thinking about a wide variety of factors—not just whether you have enough money saved.
	www.prudential.com /retirement (275 words)

	American Express - IDC Latin America & Caribbean - Entities and Disclosures
		American Express Financial Advisors makes investments, brokerage services and financial planning services available through American Express Financial Advisors Inc. American Express Retirement Services, a division of American Express Financial Advisors Inc., is the sales, marketing, service and employee education area responsible for providing retirement products and services to larger institutional clients.
		Investment services and products of American Express Financial Advisors Inc. and affiliated entities are not available in those jurisdictions where they are not authorized or permitted by local law to promote or sell the services and products.
		Pursuant to the USA PATRIOT Act ("the Act") and final rules issued by the U.S. Treasury Department, certain U.S. financial institutions are required to obtain information in the form of a certification from any "foreign bank" for which it maintains a "correspondent account".
	www.americanexpress.com /lacidc/en/disclosures_eng.shtml (737 words)

	Geometry Group -- Affiliates
		Founded in 1991 as a SEC registered investment advisor, this majority owned company services retired airline crewmembers and their families with current assets under management of approximately $1 billion.
		Geometry provides an array of services to RAA including strategic advice, marketing assistance, new business development, and accounting, administrative and regulatory support.
		An SEC registered investment advisor providing high quality, personalized services to a distinguished group of institutional and private clients in the Philadelphia area.
	www.geometrygroup.com /affiliations/index.htm (345 words)

	Legend Financial Advisors
		Lou is currently a member of FOLIOfn’s advisory board, a member of Advisor Intelligence’s advisory board, and member of the TD Waterhouse President’s Council.
		Also, she is an active member of the Financial Planning Association (FPA) and is a registered financial advisor with the National Association of Personal Financial Advisors (NAPFA), the nation’s largest fee-only professional organization.
		Pearson was one of the first advisors in the Tri-State/Western Pennsylvania area who successfully completed the testing requirements to be a Registered 529 Plan Consultant through the www.savingforcollege.com web site.
	www.legend-financial.com /c_biographies.htm (1681 words)

	Diversified Investment Advisors, Inc. (Site not responding. Last check: 2007-10-30)
		Diversified Investment Advisors, Inc. (DIA) is a financial services company, with its home office in Miami.
		It has an excellent business trajectory with over 20 years of experience in the U.S., Latin America and Asia markets.
		Diversified Investment Advisors administration and personnel are committed to:
	www.diadvisors.com (140 words)

	Institutional Advisor Services, Investment Advisors - Trust Company of America
		Trust Company of America serves the institutional investment community with a full complement of custody and technologically advanced back office services designed to improve trading and operational efficiencies and enhance client relationships.
		Ranging from complete custody services to our state-of-the-art integrated managed strategies trading platform, our smart, customizable, and scalable offerings allow investment advisors to more effectively manage and build their business.
		Deposits are insured up to $100,000 per account and up to $250,000 per retirement account.
	www.trustamerica.com /investment-advisor/index.php (230 words)

	Personal Financial Planning - 401K Rollover Advisors
		Welcome to 401k Rollover Advisors - built for employees rolling their retirement funds into a Rollover IRA due to a job change, retirement or layoff.
		Whether you're looking for access to world-class tools and resources to help you make your retirement decisions, or for a financial advisor to manage your assets, you'll find it all here at 401k Rollover Advisors.
		Just tell us what you'e looking for and we'll tell you which firm(s) and advisor(s) have the expertise and resources to assist you.
	www.401krolloveradvisors.com (326 words)

	Investment Management Newsflashes: Northern Trust Selected as Global Custodian, and more
		Northern Trust recently announced it has been selected by the Delaware Public Employees' Retirement System as custodian for the system's nine retirement plans and four commingled pension funds, totaling $6.5 billion in assets.
		The Delaware Public Employees' Retirement System consists of nine retirement plans and four commingled pension funds, including the State Employees' Plan, Delaware Volunteer Firemen's Plan, State Police and Judiciary plans.
		With nearly 1,300 high-value client relationships, the RAA acquisition is expected to provide a recurring revenue stream with a scalable business platform that can manage additional client assets with minimal incremental expense.
	www.financetech.com /feed/showArticle.jhtml?articleID=188702978 (922 words)

	Swimming Upstream
		While the branding puts TD in the lead, this was a brilliant strategy by Ameritrade to extend its brand into the higher-touch service sector by acquiring both the TD Waterhouse branch network and its extensive RIA servicing business, which gives Ameritrade a platform to get into the high-touch advice business.
		And though Retirement Advisors of America focuses exclusively on the retired airline pilots and crew members community, I don't believe that E*Trade acquired the property just to serve its current limited set of constituents.
		With the baby boomers' retirement a few years out, this must be read as a play to provide advice and support to E*Trade's banking and brokerage community.
	www.financetech.com /feed/showArticle.jhtml?articleID=189400651 (652 words)

	Asset Allocation Basics
		We may have dreamed of finding the next Microsoft or Cisco and retiring early in the style to which we'd like to be accustomed.
		During that period, the average annual return of stocks was 11%, bonds 5.25% and Treasuries 3.76% (Source: Retirement Advisors of America)
		Since the assumed goal of the 401k plan is retirement, the simplified model will use age as a primary input as well as asking for your risk tolerance.
	www.usboomers.com /asset_allocation_basics.htm (634 words)

	Home - Prudential Financial (Site not responding. Last check: 2007-10-30)
		Americans face a critical period that extends from five years before retirement to five years after.
		Americans have clear retirement goals, but not effective plans to get there.
		Insurance and annuities are issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
	www.prudential.com (387 words)

	Pivot Point Advisors \| Systematic Asset Management
		Additionally, Pivot Point is a member of the Paladin Registry, America’s top independent resource for matching investors with high-quality advisors.
		Sign up for our FREE quarterly newsletter for investment tips, market commentary and reviews of how our strategies are working.
		Use our FREE Retirement Calculator for a quick breakdown of your financial situation.
	pivotpointadvisors.com (293 words)

	Welcome to KC Advisors. LLC
		Click here to take a quick quiz and determine how comfortable you are with your long-term plan.
		For more information about KC Advisors, contact us or click here to download a brochure.
		Financial Advisors of KC Advisors, LLC offer securities through and are Registered Representatives of Securities America, Inc. Insurance products offered through KC Insurance Agency, LLC.
	www.kc-advisors.com /index.html (178 words)

	ADP Retirement Services — Resources for Financial Advisors
		Bank of America retirement plans are sold exclusively through Bank of America Investment Professionals.
		Merrill Lynch retirement plans are sold exclusively by Merrill Lynch Financial Advisors.
		Morgan Stanley retirement plans are sold exclusively by Morgan Stanley Financial Advisors.
	www.adp401k.com /_professionals/index.asp (185 words)

	M&A Roundup - Mergers and Acquisitions - CFO.com (Site not responding. Last check: 2007-10-30)
		NRG refused to negotiate, according to reports, because it believed Mirant had allegedly obtained confidential information from its advisor Goldman Sachs.
		Subject to approval by regulators and shareholders, the deal is expected to be completed in four to six months.
		• Marsh Supermarkets has received an unsolicited offer from Drawbridge Special Opportunities Advisors and Cardinal Paragon for $13.625 per share; on May 2, it had agreed to be acquired by MSH Supermarkets Holding for $11.125 per share.
	www.cfo.com /article.cfm/7022441?f=home_featured (474 words)

	H&R Block Financial Advisors
		What will my income be after I retire?
		What will my expenses be after I retire?
		At HandR Block Financial Advisors, we believe financial wellness should be based on long-term planning not short-term hype.
	hrblock.com /investments/resource_center/planning_center/retirement_planning.html?WT.svl=300 (195 words)

	InvestPro Advisors (Site not responding. Last check: 2007-10-30)
		InvestPro Advisors is a full service brokerage and investment-planning firm that offers sound advice regarding taxes, investments, insurance, estate planning, pensions, retirement, and general financial matters.
		Through our affiliated advisors who are independently Registered Representatives of Securities America, Inc., we serve the needs of individuals, corporations, small businesses, estates and trusts.
		We hope that you find the site valuable enough to bookmark it as one of your favorites.
	www.investproadvisors.com (200 words)

Try your search on: Qwika (all wikis)