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Latest Financial adviser Stories

2014-09-19 23:04:49

As its first year concludes, the National Foundation for Credit Counseling® (NFCC) today revealed the results of the Sharpen Your Financial Focus ™program. Washington, DC (PRWEB) September 19, 2014 As its first year concludes, the National Foundation for Credit Counseling® (NFCC) today revealed the results of the Sharpen Your Financial Focus ™program. With generous funding from Bank of America, Chase, Synchrony Financial and Wells Fargo in support of financial education,...

2014-09-18 08:33:02

Investment Leverages Docupace Solutions to Provide Financial Advisors with Streamlined New Business Processing, Client On-Boarding and Document Storage and Retrieval Solutions NEW YORK, Sept. 18, 2014 /PRNewswire/ -- RCS Capital Corporation ("RCAP" or the "Company") (NYSE: RCAP) announced today that it has entered into an agreement to acquire a majority interest in Docupace Technologies (Docupace), a pioneer in providing integrated, electronic processing technologies and systems for financial...

2014-09-17 16:29:53

CONSHOHOCKEN, Pa., Sept. 17, 2014 /PRNewswire/ -- eMoney Advisor ("eMoney"), a leading provider of advanced wealth planning solutions for financial advisors, has been named one of the Best Places to Work in PA for 2014. The awards program, created in 2000, was designed to recognize businesses that benefit Pennsylvania's economy and its workforce. "This is an honor and testament to the smart and dedicated team we have supporting our clients and representing eMoney's brand," said...

2014-09-17 08:26:28

CHICAGO, Sept. 17, 2014 /PRNewswire/ -- Paul A. Pagnato, Founder of Pagnato Karp at HighTower, recently shared insights with fellow financial industry leaders during the Barron's 2014 Top Financial Advisors Summit. Mr. Pagnato was honored by Barron's as one of the Top 100 Financial Advisors for 2014. The event, held on September 10(th) in Orlando, marked his seventh invitation to speak at a Barron's conference. Mr. Pagnato was featured in a workshop session dedicated to team...

2014-09-16 23:03:25

Named Vice President – Retirement Services Cincinnati, Ohio (PRWEB) September 16, 2014 HORAN, a leading advisor in employee benefits and financial services, is proud to welcome Paul Carl as Vice President – Retirement Services. Paul works with corporations and individuals to deliver investment and retirement planning. In addition, he monitors investments, fees and providers for employer clients sponsoring retirement plans. Paul has been a retirement services industry professional for...

2014-09-16 08:38:00

Partnership Makes New Fiduciary Solutions Available to Retirement Plan Financial Advisors and Sponsors CHICAGO, Sept. 16, 2014 /PRNewswire/ -- Envestnet | Retirement Solutions (ERS), a majority owned subsidiary of Envestnet, Inc. (NYSE: ENV), and a leading provider of unified retirement technology and services to advisors, has now made its fiduciary services solution available to CDM Retirement Consultants, Incorporated ("CDM"). http://photos.prnewswire.com/prnvar/20140915/146210...

2014-09-16 08:31:17

Wealth managers praise Dr. Rackner's coaching services. SEATTLE, Sept. 16, 2014 /PRNewswire/ -- Most financial advisors are repelling the clients they most want to attract - doctors, according to Vicki Rackner, M.D., President of TargetingDoctors.com, a consultancy that helps wealth managers to attract highly paid physicians as clients. Photo - http://photos.prnewswire.com/prnh/20140915/146228 "How to Optimize Your Medical Magnetism and Engage More Physician Prospects and Clients," a new...

2014-09-15 23:04:40

The latest version of the Advisor Briefcase® marketing communications tool was released today from Advicent Solutions, Milwaukee-based SaaS provider for the financial services industry. Updated features of the tool will allow financial advisors to promote their brand in email communications, streamline their process for meeting industry regulatory standards and gain free access to self-serve training resources. Milwaukee, WI (PRWEB) September 15, 2014 The latest version of the...

2014-09-15 16:29:00

WASHINGTON, Sept. 15, 2014 /PRNewswire-iReach/ -- Optimity Advisors announced it has agreed to acquire the London, UK-based Matrix Knowledge. Matix Knowledge is an advisory and data management firm primarily focused in UK and Mainland Europe. They provide advisory services in the health and social care, justice, education and life sciences within these regions. This acquisition includes an interest in College Measures. College Measures is a US-based authority on...

2014-09-15 08:35:11

Record Attendance at Second Annual Conference Boosted by Sales on Junxure Cloud LAS VEGAS, Sept. 15, 2014 /PRNewswire/ -- Junxure (www.junxure.com), the RIA industry's leading CRM and office management technology platform, will announce today at its second annual Advisor Conference at the Four Seasons Hotel in Las Vegas, NV, several major initiatives and results that show a growing momentum in the financial advisory industry. A record number of attendees and sponsors have gathered at the...


Word of the Day
virgule
  • A punctuation mark (/) used to separate related items of information.
  • A little rod; a twig.
This word comes from the Late Latin 'virgula,' accentual mark, a diminutive of 'virga,' rod.
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