Honor marks the 11th year Sergio has been named to the prestigious group

Recognition follows recent naming to Raymond James' 2021 Chairman's Council

Financial Consultant Steve Sexton Shares the Perks and Pitfalls of a ROTH Conversion

Financial Consultant Steve Sexton Helps Americans Stick to Their Financial Savings Goals

Financial consultant Steve Sexton shares weekly financial tips and tricks for a happier, healthier life

Nashville Firm Included for First Time Among America's Fastest Growing Private Companies and Maintains Position on Financial Times Top Registered Investment Advisers List

The company's four-step financial planning process founded on industry fundamentals and a proprietary algorithm.

Financial Expert Steve Sexton Weighs in on How New Bill Impacts Retirement Savings

Financial Professional Steve Sexton Keeps Spirits Bright with Best Practices for Managing Holiday Expenses

Leading Los Angeles Financial Planning Firm Empowers Americans to Confidently Plan for Retirement

The Financial Future is Looking Holistic

Los Angeles-based accounting and consulting firm now offers holistic wealth management to clients

ATB Investor Services ("ATBIS") and Alberta Private Client ("APC"), subsidiaries of ATB Financial, have selected PlanPlus Planit as the tool its advisors will use to produce financial plans for their clients. Under the agreement, PlanPlus Inc. provides ATBIS and APC with a complete turnkey financial and investment planning solution, including hosting the hardware and maintaining the application.

PlanPlus is pleased to announce the first annual PlanPlus Canada Financial Planning Awards competition to recognize top financial planners. Winners of the competition will be recognized at the annual CIFPs conference and can proceed on to the PlanPlus Global Financial Planning Awards and compete against planners from North and South America.

Jason Pereira, MBA, CFA, CFP®, FCSI, CIWM, PFP, FMA, a senior financial consultant for Woodgate Financial, IPC Investment Corporation in Toronto was recently selected as the Americas region first place winner of the 2015 Global Financial Planning Awards. Jason will receive an all-expenses paid trip to the Financial Planning Association's (FPA) annual conference to be held in Boston, MA, USA.

PlanPlus announced today the release of its PlanPlus Planit financial planning software for Germany.

PlanPlus announced today that it had rolled out the PlanPlus Planit financial planning software for users in an additional 10 countries for two major banks.

Investment Planning Counsel announced the deployment of Version 5.2 of PlanPlus Planit (branded Dream Planner by IPC) as the financial and investment planning tool for over 600 advisors in the firm.

Shenzhen, China, Apr. 15, 2010 - PlanPlus Inc. announced today that they have opened a permanent office in Shenzhen, China.