• Skip to navigation
  • Skip to content
 
  • MAIN
  • Formulas
  • Exchange
  • Securities
  • Insurance
  • Protocol
  • Professionals
  • HQ Dashboard
  • Home
  • About USA Financial
    • About USA Financial
    • Importance of Independence
    • Affiliated Companies
    • Company Leadership
    • Employment Opportunities
  • Who We Serve
  • What To Expect
  • In The News
  • Communications
USA Financial

In The News

  • Media Highlights

    April 8, 2019 – Grand Rapids Business Journal

    • Local women hammer at barriers

    February 25, 2019 – InvestmentNews

    • How to recruit and retain a diverse workforce

    February 6, 2019 – Financial Advisor Magazine

    • Going Beyond Social Media to Reach Millennials

    January 16, 2019 – ThinkAdvisor

    • Podcasting: An Untapped Marketing Opportunity for Financial Advisors

    December 4, 2018 – Advisor News

    • DIY: A Dangerous Financial Planning Strategy

    November 27, 2018 - Wealth Management

    • "Text Me," Embracing A most Popular Form of Communication

    November 16, 2018 - Think Advisor

    • Why Phishing Scams Are Increasingly Targeting Financial Advisors

    October 2, 2018 - Advisor News

    • Keep Clients From Panicking: Placing Volatility Into Perspective

    October 2, 2018 - Financial Advisor Magazine

    • USA Financial Launches New Digital Platform

    September 11, 2018 - Fiduciary News

    • What Will the Fiduciary Standard Look Like In Five Years?

    July 24, 2018 - Investment News

    • Why advisers are turning to Facebook ads to fill seminar seats: The social networking site is tailor-made for targeted marketing

    July 3, 2018 - Financial Planning OWS

    • No Broker Protocol? No problem.

    May 24, 2018 - Think Advisor

    • New Cybersecurity Laws Provide Direction and Hurdles

    May 22, 2018 - Middle Market Though Leader

    • Making New Technology Your Company's Growth Trigger

    May 21, 2018 - Wealth Management

    • Five Steps Top Advisors Take When Evaluating New Technology

    May 15, 2018 - Etrade/Cision PR Newswire

    • TCA by E*Trade Adds Four New money Managers to MMX Program

    May 14, 2018 - Investment News

    • Video marketing: The 21st century version of judging a book by its cover

    March 26, 2018 - Investment News

    • 6 ways to leverage tax reform in your marketing strategy

    January 4, 2018 - Financial Advisor IQ

    • A Fiduciary Future Is the Death Knell for Commission-Based Models

    December 2017 Issue - Insurance News Net Magazine

    • DOL Rule Takes a Stumbling Journey Through 2017
    • eMagazine - DOL Rule Takes a Stumbling Journey Through 2017

    November 4, 2017 - Investment News

    • SEC Chairman Jay Clayton's Request to Forge a Fiduciary Standard

    October 26, 2017 - Financial Planning

    • $300M Firm the Latest to Spurn LPL for Smaller IBD

    October 17, 2017 - Financial Planning

    • A robo in every advisor’s future?

    August 17, 2017 - WealthManagement 2017 Midyear Outlook Special Edition 2017

    • Trending Beats Predictions, Increases Value and Reduces Turmoil

    August 17, 2017 - Patch Everything Local: Across Michigan Patch

    • Inc 5000 List Includes More Than 100 Michigan Companies

    August 16, 2017 - Grand Rapids Business Journal

    • West Michigan produces 29 of fastest-growing private companies in US

    August 12, 2017 - The Wall Street Journal

    • Retirement Rule Casualty: Brokers' Mutual-Fund Offerings

    August 4, 2017 - BenefitsPro

    • For One Compliance Chief, Uncertainty Around Fiduciary Rule Feels Like Wild West

    June 27, 2017 - Compliance Week

    • SEC Ponders Public Comments as Fiduciary Rule Takes Root with Overseers

    June 12, 2017 - ThinkAdvisor

    • USA FInancial Launches Custom-Built STP System

    June 8, 2017 - InvestmentNews

    • DOL Fiduciary Rule: What's Wrong with the Financial Advice Industry? (Mark Mersman)

    June 7, 2017 - Wealth Adviser

    • USA Financial Launches STP Platform

    June 6, 2017 - PlanAdviser

    • USA Financial Launches Streamlined Account Processing System

    May 23, 2017 - Financial Advisor magazine

    • DOL Rule Is Seismic Shift for Advisors

    March 1, 2017 - Financial Advisor magazine

    • DOL Decision Means Return to Limbo for Fidiciary Rule

    February 22, 2017 - Financial Advisor magazine

    • Do Robo-Advisors Meet Fiduciary Standards?

    January 12, 2017 - Financial Advisor magazine

    • Portfolio Managers Deal With Chaotic World Events in Differing Ways (Kevin Roskam)

    January 9, 2017 - Advisor Perspectives

    • How Financial Advisor Marketing Will Be Different in a Post-DOL World

    December 6, 2016 - Investopedia

    • 8 Ways Financial Advisors Can Improve Direct Mail Marketing (Mark Mersman)

    November 9, 2016 - Financial Advisor magazine

    • Election Results May Not Trump the DOL Rule

    October 12, 2016 - Wealthmanagement.com

    • Advisor-in-Chief: Making the Most of Election Season

    October 4, 2016 - ThinkAdvisor

    • 15 Firms, Including 3 Super OSJs, Join FSI

    November 22, 2013 - Wall Street Journal

    • Voices: Mark Mersman, On Using Donor Advised Funds

    August 21, 2012 - ProducersWeb.com

    • Identifying Significant Hurdles in the Charitable Planning World

    August 13, 2012 - National Christian Foundation

    • 5 Reasons Every Advisor Should Use Giving Funds

  • Press Releases


    March 5, 2019

    • USA Financial Launched 'UnNiched' Podcast to Support Women in the Financial Industry

    November 13, 2018

    • USA Financial Launches Two New Financial Advisor Podcasts

    August 28, 2018

    • USA Financial Launches Two New Digital Platforms to Help Independent Advisors Further Career Growth

    August 14, 2018

    • Financial Advisors Provide Insight Into Creating Financial Confidence In New Financial Thought-Leaders Book

    July 31, 2018

    • USA Financial Celebrates Its 30th Anniversary

    August 22, 2017

    • USA Financial Named to Inc. 5000 List for Fourth Consecutive Year

    August 8, 2017

    • USA Financial Exchange Adds Additional Asset Managers to its Turnkey Asset Management Program

    June 6, 2017

    • E-Signature Platform Promotes Paperless and Efficient Processes for Independent Financial Advisors

    May 30, 2017

    • Financial Advisors Share Real-Life Obstacles, Retirement Advice in New Book

    January 17, 2017

    • USA Financial Adds Wealth Management Platform to its Family of Companies

    October 3, 2016

    • USA Financial Recognized for Third Consecutive Year on Prestigious Inc. 500 List

    July 29, 2014

    • USA Financial Radio Show adds eight affiliate radio stations in California, North Carolina, Washington, Maryland, and Pennsylvania.

Media Contacts

If you are a member of the media and would like to contact USA Financial for an interview or to provide comments on a financial topic, please complete the form below:


Menu:
  • About USA Financial
    • Importance of Independence
    • Affiliated Companies
    • Company Leadership
    • Employment Opportunities
  • Who We Serve
  • What To Expect
  • In The News
  • Communications
Video:
  • This is why Brian plans first
  • This is why Brad plans first
  • This is why John plans first

Contact Us

USA Financial
6020 E. Fulton Street
Ada, MI 49301
phone: (888) 444-0125

Financial Professionals

Financial Professionals are invited to find out more about a possible relationship with USA Financial by visiting our "Financial Professional" only website.

Financial Professionals


USA Financial Affiliated Subsidiaries

Securities®

Broker Dealer & RIA
Member FINRA/SIPC

Formulas®

Formulaic Trending
Money Management

Exchange®

Turnkey Asset
Management Platform

Insurance Services®

Insurance & Annuity
Distribution

Marketing

Multimedia Marketing
Consulting & Technology

Protocol

Business Refinement &
Practice Management Consulting

  • Empowering Advisors & Investors
  • © Copyright 2008-2023 USA Financial®. All Rights Reserved.
  • Privacy Policy