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Latest Financial adviser Stories

2014-07-22 12:35:36

CHICAGO, July 22, 2014 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced it is participating in the Schwab OpenView Gateway((TM)), a flexible, open-architecture technology platform that enables integration between Schwab systems and participating technology providers. As part of the integration, real-time custodial data from Charles Schwab will be available within Morningstar Office(SM), a practice and portfolio...

2014-07-21 23:07:18

Today, Advicent announced the latest additions to the NaviPlan® financial planning tool, including NaviPlan LEADS™ online lead generation tool, expanded integration options and new Next-Gen reports functionality. Milwaukee, WI (PRWEB) July 21, 2014 Today, Advicent announced the latest additions to the NaviPlan® financial planning tool, including NaviPlan LEADS™ online lead generation tool, expanded integration options and new Next-Gen reports functionality. Every day, more...

2014-07-18 16:22:19

ROCKVILLE, Md., July 18, 2014 /PRNewswire/ -- Norman W. Kamerow, CLU, ChFC is recognized by Continental Who's Who as a Pinnacle Professional in the field of Finance as a result of his role as Senior Vice President and Former Chairman and Co-Founder of Capital Financial Group. Capital Financial Group is proud to announce their upcoming 65th year in business in December of 2013. With nearly 65 years of professional experience in finance, Norman specializes in the areas of...

2014-07-16 23:11:30

Robert Papa joins McLean Asset Management Corporation as a Wealth Manager McLean, VA (PRWEB) July 16, 2014 McLean Asset Management Corporation (“McLean”) announced today that Robert Papa has joined the firm as a Wealth Manager. Mr. Papa, CFP®, has nineteen years of experience working with clients. Rob is passionate about providing and directing his clients to solid, strategic, financial and investment options which can enable them to meet both their current and future goals....

2014-07-16 23:07:26

Independent broker dealer announces completion of Morningstar Office implementation for its reps/advisors. Madison, WI (PRWEB) July 16, 2014 Harbour Investments, Inc., a Madison, Wisconsin-based independent broker dealer and registered investment advisor, is pleased to announce that it has completed the implementation of Morningstar Office, a complete practice and portfolio management system for independent financial advisors. This single, all-inclusive platform is designed to support the...

2014-07-16 08:33:33

WELLESLEY, Mass., July 16, 2014 /PRNewswire/ -- Phil Fragasso, former President of I-Pension LLC and co-author of Your Nest Egg Game Plan, has launched a unique service to help individuals assess the strategy, cost and performance of their investment portfolios. The service is designed for both DIY investors and those working with an advisor. Fragasso, the founder of AuditYourFinancialAdvisor.com, describes himself as "a reformed safecracker who now works with law enforcement."...

2014-07-15 12:34:39

Integration Provides a Scalable and Customizable Way to Seamlessly Rebalance Thousands of Accounts WALNUT CREEK, Calif., July 15, 2014 /PRNewswire/ -- Advisor Software, Inc. ("ASI"), a provider of wealth management solutions for financial advisors, announces that its ASI Portfolio Rebalancing Solution(®) has been implemented by Scottrade(®) Advisor Services, a leading custodian for independent advisors. Financial advisors who rely on Scottrade(®) Advisor Services' custodial platform can...

2014-07-15 08:36:50

Integration of Best-In-Breed Technology Solutions Enables Advisors to Harness Orion's Portfolio Accounting Suite Through Junxure Cloud(TM) OMAHA, Neb., July 15, 2014 /PRNewswire/ -- Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service bureau, has been working with Junxure, an industry-leading client relationship management ("CRM") solutions provider for financial advisors, to deliver a fully integrated CRM user experience for the advisory community. To that...

2014-07-15 08:26:05

MORRISTOWN, N.J., July 15, 2014 /PRNewswire/ -- Private Advisor Group, LPL Financial's largest branch office by revenues* and a $5B RIA, was named one of the Financial Times top 300 Registered Investment Advisors. http://photos.prnewswire.com/prnvar/20140712/126524 "We are excited to be part of this elite group of RIAs and attribute our success to all of our advisors who align themselves with us," said Patrick Sullivan, Managing Director of Private Advisor Group. "This honor is...

2014-07-14 23:07:08

The LifeYield Social Security Optimizer allows advisors to help clients determine when and how to claim Social Security so they can enjoy more income in retirement. (PRWEB) July 14, 2014 LifeYield, LLC a provider of tax-smart goals based investing software, announced the release of the LifeYield Social Security Optimizer, which allows advisors to help clients determine when and how to claim Social Security so they can enjoy more income in retirement. With 10,000 Baby Boomers retiring...


Word of the Day
glogg
  • Scandinavian punch made of claret and aquavit with spices and raisins and orange peel and sugar.
This word comes from the Swedish 'glogg,' which is an alteration of 'glodgat,' mulled (wine).
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