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Capital Analysts is pleased with the positive press we have received about the company, our associates, and our wealth management platform for independent advisors serving the affluent marketplace.
More Recent News
Capital Analysts was also featured in the August 2010 issue (Volume 20, Number 8) of Bob Veres' newsletter "Inside Information." The title of the article was "Flat Fee Future." More information about Bob's newsletter can be found on his website: www.bobveres.com.
Upcoming Events
| Sep 10 | Massachusetts FPA -- Jim Barnash: Working with Your Clients in the Face of the "New" Economy |
| Sep 14 - 16 | Hilton Netherland, Cincinnati OH - Capital Analysts Wealth Management Forum |
| Sep 24 | Illinois FPA - Jim Barnash: Working with Your Clients in the Face of the "New" Economy |
| Oct 11 | FPA Annual Conference & Expo - Matt Lynch: Innovation and Transparancy; Jim Barnash: The Business of Financial Advice in a Consumer Capitalism Model |
| Oct 18 | Cleveland Symposium - Matt Lynch presenting. |
| Nov 11 - 13 | Texas Tech University - Matt Lynch: Financial Services Business Models |
Media Contact
Wendy Pannier
Assistant Vice President, Marketing
800.685.7515, extension 8729
