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Last updated on April 19, 2014 at 13:20 EDT

Latest Financial adviser Stories

2014-04-16 23:17:47

New Executive Positioned to Further Expand FTE's Position as a Global Technology Infrastructure Services Provider Naples, Florida (PRWEB) April 16, 2014 FTE Networks, Inc. (PINK SHEETS: FTNW) today announced that the Company has appointed technology infrastructure services veteran John Wood as President of its 2 subsidiaries – FTE Network Services and FTE Wireless Services. John brings 37 years of industry experience and most recently served as the Sr. Vice President of IDCS, where...

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 23:03:32

Wedbush Wealth Management Platform enhances proposal generation, trade order management, advisor driven financial modeling, research and performance reporting capabilities; Enhanced technology platform complements the firm’s variety of wealth management offerings including a Mutual Fund Advisory strategy and Unified Managed Account programs Los Angeles, CA (PRWEB) April 16, 2014 Wedbush Securities, one of the nation’s leading financial services providers, today announced a series of...

2014-04-15 08:26:24

Editor Note: For more information about this release, please scroll to bottom. NEW YORK, April 15, 2014 /PRNewswire/ -- Today, Analysts Review released its analysts' notes regarding Huntington Bancshares Incorporated (NASDAQ: HBAN), The Allstate Corporation (NYSE: ALL), Hartford Financial Services Group Inc. (NYSE: HIG), Affiliated Managers Group Inc. (NYSE: AMG) and Ameriprise Financial Inc. (NYSE: AMP). Private wealth members receive these notes ahead of publication. To...

2014-04-14 12:29:10

Companies join forces to provide unique content for the wealth management industry COLUMBUS, Ohio, April 14, 2014 /PRNewswire/ -- AdvisorHUB, the first-of-its-kind financial advisor deal app, has partnered with Penton Media, a professional information services company and the largest of its kind in the United States. The companies have signed an agreement to create and share regular content for the first partnership of its kind in the industry, hosted on the WealthManagement.com...

2014-04-08 23:23:07

B&C Financial will use SIGNiX’s secure electronic signature service to get documents signed online in minutes. Chattanooga, TN (PRWEB) April 08, 2014 SIGNiX, the leading provider of cloud-based digital signature software, announced today that B&C Financial. has joined its quickly growing list of clients in the financial services industry. The Florida-based registered investment advisor (RIA) chose SIGNiX because of its reputation as a highly secure and compliant e-signature...

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,...

2014-04-04 23:40:20

Crowdfunding College by CrowdU launches the nation’s first certification program for lawyers, accountants and brokers who want to help businesses raise capital via equity and debt crowdfunding. Las Vegas, NV (PRWEB) April 03, 2014 CrowdU, the Crowdfunding College (http://www.crowdfundingcollege.com) is proud to announce the nation’s first certification program to train the future professional advisors who want to help businesses raise capital via equity and debt crowdfunding. The...

2014-04-01 23:26:24

Aptos firm’s mission is to mentor financial professionals to help consumers make smarter Social Security income election decisions. Aptos, CA (PRWEB) April 01, 2014 ClientFirst Financial, a leading financial services marketing firm in the Social Security income planning niche for financial professionals has reached milestone markers in its growth, now tracking over 3,000 subscribers. The addition of an online membership offering to its foundational product, the Social Security canGROW...

2014-03-31 12:31:31

Research underscores growing need for self-service retirement readiness resources; Promotes goals of National Retirement Planning Week 2014 WINDSOR, Conn., March 31, 2014 /PRNewswire/ -- ING U.S., Inc. (NYSE: VOYA), which will rebrand as Voya Financial, Inc. in 2014, announced today that its Retirement Solutions business has launched a new web-based tool that enables users to organize, integrate and manage all of their financial information on one comprehensive and intuitive digital...