Latest Financial adviser Stories
LifeSourceDirect.com, a no medical exam life insurance provider focusing on direct-to-consumer insurance and financial products, announced that its demand for no medical life insurance products is growing at significantly higher rates than industry statistics. Boise, ID (PRWEB) May 23, 2013 LifeSourceDirect.com, a no medical exam life insurance provider focusing on direct-to-consumer insurance and financial products, announced that its demand for no medical life insurance products is...
LPL Financial’s Institution Services business expands technical offerings for its approximately 750 financial institution customers. New York, NY (PRWEB) May 24, 2013 Xtiva Financial Systems, the leading provider of enterprise-wide compensation solutions for the financial services industry, announced today that it has signed LPL Financial to a long-term contract. LPL Financial, the nation's largest independent broker-dealer* and a wholly owned subsidiary of LPL Investment Holdings...
Saveplan.com debuts personal finance website which shows people what they can afford, when they can afford it, helping them to make important financial decisions with confidence. Tysons Corner, VA (PRWEB) May 21, 2013 Northern Virginia-based startup Saveplan.com launched a new website which provides consumers 100% free, professional-grade financial planning tools. Unlike most online budgeting websites, Saveplan offers unique services that allow people to manage a budget, forecast their...
Integrated approach to managing and streamlining compliance and operational risk lowers the overall cost and effort of the growing compliance burden on broker-dealers. Skokie, IL (PRWEB) May 20, 2013 National Regulatory Services (NRS), part of BankersAccuity, today announced Continuing Education Module v2.0, an upgraded module of the ComplianceMAX™ (cMAX) technology platform. The upgrade includes additional FIRM Element courses, Annual Compliance Meetings (ACM) and Insurance CE courses...
NEW YORK, May 20, 2013 /PRNewswire/ -- AFLAC Inc. (NYSE: AFL: $55) has been picked by S&P Capital IQ as its Focus Stock of the Week. AFL carries S&P Capital IQ's highest investment recommendation of 5-STARS, or Strong Buy. "In our view, Aflac is well positioned to benefit from the changing demographics and increasing health care needs in both the U.S. and Japan," said Robert McMillan, equity analyst at S&P Capital IQ. "We believe the company's expansive distribution...
Lake Advisory Group was awarded the "Best of the Best" designation for excellence in Financial Advisor FL by Follow Media Consulting, Inc. New York, NY (PRWEB) May 17, 2013 Lake Advisory Group was awarded the "Best of the Best" designation for excellence by Follow Media Consulting, Inc. in the category of Financial Advisor FL. This award signifies the continued commitment and dedication of the areas best in finance and wealth management, planning and advising...
Lake Advisory Group was awarded the "Best of the Best" designation for excellence in Financial Advisor The Villages, FL by Follow Media Consulting, Inc. New York, NY (PRWEB) May 16, 2013 Lake Advisory Group was awarded the "Best of the Best" designation for excellence by Follow Media Consulting, Inc. in the category of Financial Advisor The Villages, FL. This award signifies the continued commitment and dedication of the areas best in wealth management and advising...
Third party analyst IDC has reviewed and validated the portal. Maestro offers a dedicated Hybrid Cloud Environment used to secure and organize Single Sign-On and identity for Independent Financial Advisors and teams, akin to the security integrity offered at the largest international wirehouses. Los Angeles, CA (PRWEB) May 15, 2013 Beverly Hills Wealth Management (BHWM) announced the launch of a separate enterprise level technology offering for independent financial advisers, called...
SAN DIEGO, May 14, 2013 /PRNewswire/ -- Launched on May 1(st), 2013, and founded by industry professionals Phillip Flakes and Nicholas Gudz, Succession Link provides business consulting and an online marketplace for advisors who are interested in buying or selling their practices. (Logo: http://photos.prnewswire.com/prnh/20130514/LA13882LOGO) A key differentiation factor between Success Link and other buying/selling firms and services is that Succession Link does not charge...
Platform empowers reps and advisors with customized tools for easy client management and quick order entry. Chicago, IL (PRWEB) May 13, 2013 MoneyBlock, an online broker-dealer serving independent reps and advisors, introduces a proprietary platform that offers advisors and clients access to comprehensive online account management tools, identical real-time portfolio data, and easy order entry capabilities. With an interface and customized tools conceived by reps and advisors,...
