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Last updated on April 20, 2014 at 8:28 EDT

Latest Financial adviser Stories

2014-01-21 20:23:11

PROGRAM NOW ADDS CHICAGO'S 560 THE ANSWER TO ITS REACH, IN KEEPING WITH WEALTH ENHANCEMENT GROUP'S ROBUST GROWTH AND EXPANSION IN THE AREA MINNEAPOLIS, Jan. 21, 2014 /PRNewswire/ -- Wealth Enhancement Group, an independent financial advisory firm with total client assets of approximately $4 billion, today announced that the "Your Money" radio show has expanded to Chicago in keeping with the company's robust growth in region. (Logo:...

2014-01-21 08:28:58

AdvisorHUB empowers financial advisors by providing first-hand details of industry leading recruiting deals and helps them make informed decisions around their practice valuations COLUMBUS, Ohio, Jan. 21, 2014 /PRNewswire/ -- Committed to the success and growth of the individual financial advisor's practice, seasoned wealth management recruiter Andrew Parish today announced the launch of a new app and website called AdvisorHUB. The app and website provide extensive details of every...

2014-01-16 16:27:28

Ground-Breaking Web Sharing Capabilities Will Enhance the Client Experience CONSHOHOCKEN, Pa., Jan. 16, 2014 /PRNewswire/ -- eMoney Advisor ("eMoney"), a leading provider of advanced wealth and goal-planning solutions for financial advisors, has announced a strategic partnership with Firefly, an innovator in seamless web-sharing capabilities. Co-browsing is gaining momentum in customer support and sales organizations, and now eMoney and Firefly are leading the charge for...

2014-01-14 23:22:05

Company’s Personal Financial Planning Practice Expands to Meet Enhanced Client Demand Baltimore, MD (PRWEB) January 14, 2014 SC&H Financial Advisors, the Personal Financial Planning practice at SC&H Group, an audit, tax, and consulting firm, announced that it has hired two new finance professionals to help meet enhanced client demand for services. Caitlin P. Garner joins SC&H Financial Advisors as a Client Services Representative and Jeremy V. Harris will serve as a...

2014-01-13 23:01:29

Colorado-based Geneos Wealth Management, Inc. names new President through promotion of current Senior Vice President. Denver, CO (PRWEB) January 13, 2014 Geneos Wealth Management, Inc., a Denver-based broker/dealer serving the investment industry's most elite financial advisors, today announced that Ryan W. Diachok will take over the role of President, effective immediately. Ryan previously served as the firm’s Senior Vice President of Recruiting and Business Development. Russell R....

2014-01-09 23:22:21

Managing rep-registration, licensing and regulatory compliance in a centralized database improves efficiency, accuracy and timeliness Skokie, IL (PRWEB) January 09, 2014 National Regulatory Services (NRS), part of Accuity, today released an enhanced version of the Rep Insight Module, an upgraded module of the ComplianceMAX™ (cMAX) technology platform. The module enables broker-dealers and dually-registered investment advisers to efficiently manage, through one centralized database,...

2014-01-09 16:27:42

New platform will offer more access and opportunities for exam-takers WASHINGTON, Jan. 9, 2014 /PRNewswire-USNewswire/ -- Certified Financial Planner Board of Standards, Inc. announced today that it is transitioning to a computer-based testing platform for its CFP® Certification Examination, offering individuals more accessibility to complete initial certification requirements. The move to computer-based testing (CBT) will be effective with the November 2014 exam. The final paper-based...

2014-01-08 20:21:00

BETHESDA, Md., Jan. 8, 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 administration;...

2014-01-07 08:41:20

Customized Services Provide Account Integration Capabilities to Position Gradient for 50% Growth OMAHA, Neb., Jan. 7, 2014 /PRNewswire/ -- Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service provider, has delivered a suite of integrated portfolio accounting solutions to Gradient Investments, LLC ("Gradient"), an independent SEC registered investment adviser serving independent RIAs throughout the country. The partnership has helped position the firm for...

2014-01-06 08:22:32

ST. LOUIS, Jan. 6, 2014 /PRNewswire/ -- Financial-services firm Edward Jones last week launched a new national advertising campaign that stresses the extraordinary ways the firm's financial advisors deliver an exceptional client experience. Called "Extra Mile," the campaign is rooted in the firm's values and culture that focus on developing deep client relationships. The campaign also emphasizes the firm's size, including references to 7 million investors, more than 12,000...