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Latest Financial adviser Stories

2014-07-31 12:27:06

GLASTONBURY, Conn., July 31, 2014 /PRNewswire-iReach/ -- GLASTONBURY, CONN. - Symmetry Partners is pleased to announce that Philip R. McDonald, CFA, CAIA, Associate Director of Research has been named to Symmetry's Investment Committee effective July 23. Photo - http://photos.prnewswire.com/prnh/20140730/131071 Mr. McDonald joined Symmetry in April of 2010. Prior to joining Symmetry, he held several international investment management positions at Prudential Capital Group, and he...

2014-07-24 23:10:04

DIVER Advisor Emerges As The Go-To Municipal Compliance Solution Stamford, CT (PRWEB) July 24, 2014 Lumesis Inc., DIVER Advisor, a compliance solution to help firms address the newly approved Time-of-Trade Disclosure (MSRB Rule G-47), amended Suitability (Rule G-19) and Supervisory requirements (MSRB Rule G-27) announced today that its market-leading platform has emerged as the go-to compliance solution for brokerage and wealth management firms of all sizes engaged in municipal bond...

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...


Word of the Day
drawcansir
  • A blustering, bullying fellow; a pot-valiant braggart; a bully.
This word is named for Draw-Can-Sir, a character in George Villiers' 17th century play The Rehearsal.
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