In The News

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

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.