Quantcast

Latest Financial adviser Stories

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...

2014-03-31 12:28:29

Wilde Wealth Management Group welcomes John Rada, Insurance Specialist SCOTTSDALE, Ariz., March 31, 2014 /PRNewswire/ -- Wilde Wealth Management Group is pleased to announce that John Rada, Insurance Specialist and Investment Advisor Representative, has joined the firm. John holds securities registrations, with over 25 years experience in the insurance and financial services field, advising pre- and post-retirees. Trevor Wilde says, "Properly managing your wealth requires attention...

2014-03-31 08:25:52

Editor Note: For more information about this release, please scroll to bottom. NEW YORK, March 31, 2014 /PRNewswire/ -- Today, Analysts Review released its analysts' notes regarding General Growth Properties Inc. (NYSE: GGP), Universal Insurance Holdings Inc. (NYSE: UVE), Interactive Brokers Group, Inc. (NASDAQ: IBKR), eHealth, Inc. (NASDAQ: EHTH), and Ashford Hospitality Trust Inc. (NYSE: AHT). Private wealth members receive these notes ahead of publication. To reserve...

2014-03-28 16:23:54

Family Wealth Report Honors Pioneering Firm Offering Valid, Reliable and Accurate Risk Assessment Tool SYDNEY, March 28, 2014 /PRNewswire-iReach/ -- FinaMetrica, the leading psychometric risk profiling software provider for financial advisors, has received the Risk Profiling Solution Award by Family Wealth Report in the US market. Winners in all award categories were announced at the gala awards dinner, which was held on March 13, 2014 at the Metropolitan Club in New York City....

2014-03-26 23:32:11

The Society of Certified Senior Advisors announces a new class in Orlando, Florida 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) March 26, 2014 The Society of Certified Senior Advisors (SCSA) announces a new class for its bestselling Certified Senior Advisor (CSA) course in Orlando, April 29 - May 2, 2014. The CSA course teaches anyone...

2014-03-21 23:26:38

When a client looks to execute a comprehensive financial plan by a coordinated team, they are best serviced in a multidisciplinary team model. With the addition of the Wealth Management Division, MyDisabilityPlans joins other advisors to meet client needs. St. Louis Park, MN (PRWEB) March 21, 2014 Just as a person would trust the opinion about a movie from their friend more than a stranger, the same can be true when it comes to a client trusting financial advice from a recommended source...

2014-03-21 23:25:36

The Society of Certified Senior Advisors announces a new class in San Diego 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) March 21, 2014 The Society of Certified Senior Advisors (SCSA) announces a new class for its bestselling Certified Senior Advisor (CSA) course in San Diego, March 25-28. The CSA course teaches anyone who works with...

2014-03-20 23:30:49

Douglas Lyons of Douglas J Lyons Financial Group achieves important designation of Certified Divorce Financial Analyst™. Red Bank, NJ (PRWEB) March 20, 2014 Douglas J Lyons recently completed a specialized educational program in professional divorce analysis and is now a Certified Divorce Financial Analyst™. Mr. Lyons is trained to provide financial information and assistance to people going through a divorce. He evaluates the tax implications of dividing property and the financial...

2014-03-20 23:24:29

Aragon brings 14 years of retirement industry experience to JULY’s Southeast presence. Waco, TX (PRWEB) March 20, 2014 July Business Services, a leading national retirement plan provider, has expanded its national advisor support team with its hire of Cassie Aragon as the company’s Southeast Regional Sales Consultant. Aragon joins a growing team of regional business development leaders that provide expert support to financial advisors and TPA partners on all facets of the sales...


Word of the Day
toccata
  • In music, a work for a keyboard-instrument, like the pianoforte or organ, originally intended to utilize and display varieties of touch: but the term has been extended so as to include many irregular works, similar to the prelude, the fantasia, and the improvisation.
This word is Italian in origin, coming from the feminine past participle of 'toccare,' to touch.
Related