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Last updated on April 18, 2014 at 21:21 EDT

Latest advisors Stories

2014-04-17 16:29:36

J.P. Turner and Docupace Technologies Partner to Increase Efficiencies and Move toward a Paperless Workflow ATLANTA and LOS ANGELES, April 17, 2014 /PRNewswire/ -- J.P. Turner & Company, an independent brokerage and investment banking firm, has partnered with Docupace Technologies, LLC, an industry leader in providing SEC/FINRA-compliant paperless processing systems for financial services firms, to provide straight-through processing to all of its 180 independent branch offices,...

2014-04-17 16:24:24

New SEO solution enhances advisors' credibility by identifying and repairing local search results; encouraging customer reviews TAMPA, Fla., April 17, 2014 /PRNewswire/ -- RME360 announces the launch of LocalMotion, a web-based SEO program designed to improve advisors' local search visibility in their target markets. The program identifies and repairs inconsistent listings of advisors' company contact information, otherwise known as citations. LocalMotion works to ensure an advisor's...

2014-04-17 08:32:03

SAN JOSE, Calif., April 17, 2014 /PRNewswire/ -- FICO (NYSE:FICO), a leading predictive analytics and decision management software company, today announced a new service designed to help retail banks discover new ways to increase portfolio profitability. The Fair Isaac(®) Advisors P&L Insight Service, offered by the Fair Isaac(®) Advisors consulting group, provides financial services organizations with an analysis of their portfolio trends and profit drivers, along with...

2014-04-16 23:17:13

The Society of Certified Senior Advisors announces a new class in Bloomington, Minnesota for a live CSA training course. The CSA education program is designed to help professionals work more effectively with their senior clients in order to better serve and protect them. Denver, CO (PRWEB) April 16, 2014 The Society of Certified Senior Advisors (SCSA) announces a new class for its bestselling Certified Senior Advisor (CSA) course in Bloomington, May 6th - May 9th, 2014. The CSA course...

2014-04-16 08:38:49

Upgraded CRM Leverages New Microsoft Dynamics® User Interface and Enhanced Integrations With Advisor Xi® Platform to Create More Cohesive Client Management Process CHICAGO, April 16, 2014 /PRNewswire/ -- Envestnet | Tamarac, a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, a division of Envestnet, Inc. (NYSE: ENV), has released the next-generation version of its integrated client relationship...

2014-04-10 12:25:47

NEW YORK, April 10, 2014 /PRNewswire/ -- Summit Professional Networks, the parent company of Retirement Advisor, the leading monthly business publication for advisors and producers serving the senior market, announced today that Herman Edwards and Van Mueller will serve as the keynote speakers for the 2014 Advisor Network Summit in Las Vegas, NV, August 13-15, 2014. http://photos.prnewswire.com/prnvar/20100316/SUMMITLOGO Herman Edwards will deliver the Headline Keynote Address on...

2014-04-08 08:37:42

Company's Annual Conference Rapidly Becoming One of the Industry's Most Anticipated Events, With Over 1,200 Attendees Expected This Year CHICAGO, April 8, 2014 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, will host the "2014 Envestnet Advisor Summit: The Next Big Idea" from May 14-16, 2014 at the Hilton Chicago. With more than 1,200 attendees anticipated this year,...

2014-04-08 08:37:23

NEW YORK, April 8, 2014 /PRNewswire/ -- BondView (www.bondview.com), the leading investor resource for municipal bond information, has made available free historical pricing information for all 1.8 million municipal bonds. This information is being released just in time for tax season, so that retail investors, accountants and financial advisors can more easily obtain historical muni bond prices. BondView has quickly become the world's leading free website for accurate municipal...

2014-04-03 08:29:46

Advisors include industry experts, such as Former Senate Majority Leader Tom Daschle and former CMS Administrator Dr. Mark McClellan, with goal of advancing medication management SAN DIEGO, April 3, 2014 /PRNewswire/ -- Millennium Laboratories announced today that it has established an advisory board consisting of distinguished health care, technology and public policy experts to provide strategic guidance to the company. An established leader in the science of medication monitoring and...

2014-04-02 23:30:35

The honors are given to individuals who are making notable contributions to their chosen professions, their communities and society at large. McLean, VA (PRWEB) April 02, 2014 Debra Stracke Anderson, President of Sloan Street Advisors / ITRA Global, a commercial real estate firm based in the Washington, D.C. region, has been named one of the 2014 ‘Influential Women of Virginia’ by Virginia Lawyers Media, publishers of Virginia Lawyers Weekly and the Virginia Medical Law Report. This...