The Guardian Life Insurance Company of America (Guardian), one of the largest mutual life insurers and a leading provider of employee and voluntary benefits for small and mid-sized companies, today introduced professional estate planning analysis on The Living Balance Sheet (LBS), Guardian’s comprehensive process for helping clients balance their financial lives. The Estate Planning Module [...]

EP Global Communications Inc., the parent company of Exceptional Parent (EP) magazine, announced that its November issue will focus on the timely topic of financial, estate, and tax planning for families who have a member with disabilities. In these uncertain economic times, it is more imperative than ever for families who have a child or [...]

new economic reality means consumers can no longer rely on what’s worked for them in the past. And the ever-changing life insurance marketplace means financial professionals must find even more creative solutions to their clients’ needs.
To meet those needs, Nationwide Financial Services, Inc. launched the newest version of its YourLife® suite of life insurance products [...]

The Board of Directors of Central Valley Community Bancorp (Company) the parent company of Central Valley Community Bank (Bank), is pleased to announce that President and CEO Daniel J. Doyle will be presenting at the Sandler O’Neill West Coast Financial Services Conference on Tuesday, March 3, 2009 between 10:45 a.m. – 11:40 a.m. PST as [...]

Trillium Software®, a business of Harte-Hanks, Inc. and a leading enabler of Total Data Quality(TM) solutions, has appointed Stephen Bailey as director of financial services strategies, leveraging his twenty five years of expertise and knowledge of the financial and high technology consulting industries to help advance the company’s financial services information quality solution set. [...]

Seyfarth Shaw LLP, one of America’s leading full-service law firms, today announced that the firm’s New York office has significantly deepened its Business Services Department bench with the addition of a team consisting of nine corporate and finance attorneys, four trusts and estates lawyers and one real estate attorney. Stanley E. Bloch, Lawrence B. Brownridge, [...]

Geneos Wealth Management, Inc., a Denver-based broker/dealer serving the investment industry’s most elite financial advisors, today announced that Colorado financial advisor G5 Financial Group has joined the firm.
With offices in Centennial, Colorado Springs, Erie, Fort Collins, Greenwood Village and Lakewood, G5 Financial Group manages approximately $580 million for clients up and down Colorado’s Front Range.
“Geneos [...]

Unlike many financial companies that are cutting costs by reducing staffs, freezing new hires, and eliminating departments, CUSO Financial Services, LP, (CFS) a full-service broker dealer and Registered Investment Adviser that provides customized investment and insurance solutions to the credit union industry, today announced it has added Sandra deChastain to its program development team as [...]

No-lapse guaranteed universal life insurance has been one of the top selling products in the industry, and Nationwide Financial’s YourLifeSM ULtimate product has been a sales success since its launch in June 2006. Now the company has repriced it, making it even more competitive. Nationwide is one of the few insurance carriers that is consistently [...]

Morgan Stanley Smith Barney announced that Jonathan Madrigano, Director of Wealth Management, has achieved the company’s prestigious Family Wealth Director title.
Jonathan Madrigano will continue educating principals of private companies that are pre-IPO, private business owners who face near term appreciation events or business succession issues and clients whose wealth has the potential to change the [...]