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Latest Financial adviser Stories

2014-07-14 23:07:08

The LifeYield Social Security Optimizer allows advisors to help clients determine when and how to claim Social Security so they can enjoy more income in retirement. (PRWEB) July 14, 2014 LifeYield, LLC a provider of tax-smart goals based investing software, announced the release of the LifeYield Social Security Optimizer, which allows advisors to help clients determine when and how to claim Social Security so they can enjoy more income in retirement. With 10,000 Baby Boomers retiring...

2014-07-14 12:30:55

Online Investment Service Unveils New Learning Center for General Public SEATTLE, July 14, 2014 /PRNewswire-iReach/ -- Karen Ramsey, CFP®, a well known NAPFA-registered advisor and financial book author, today announced the re-launch of her Seattle-based company's website, www.RamseyInvesting.com. "We've updated the website to make it easier to navigate, and we've filled it with the latest tools and educational materials to help the average investor plan for and achieve a brighter financial...

2014-07-14 04:21:21

DUBLIN, July 14, 2014 /PRNewswire/ -- NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION (IN WHOLE OR IN PART) IN, INTO OR FROM ANY JURISDICTION WHERE TO DO SO WOULD CONSTITUTE A VIOLATION OF THE RELEVANT LAWS OF SUCH JURISDICTION. This announcement does not constitute an announcement of a firm intention to make an offer under Rule 2.7 of the City Code on Takeovers and Mergers. Shire plc ("Shire" or the...

2014-07-11 08:22:50

Editor Note: For more information about this release, please scroll to bottom. NEW YORK, July 11, 2014 /PRNewswire/ -- Today, Analysts Review released its analysts' notes regarding Chesapeake Lodging Trust (NYSE: CHSP), Columbia Property Trust, Inc. (NYSE: CXP), DiamondRock Hospitality Company (NYSE: DRH), DuPont Fabros Technology, Inc. (NYSE: DFT) and Parkway Properties Inc. (NYSE: PKY). Private wealth members receive these notes ahead of publication. To reserve complementary...

2014-07-09 12:26:09

WASHINGTON, July 9, 2014 /PRNewswire-USNewswire/ -- Many middle-aged Americans are beginning to find themselves in a tight spot, financially "sandwiched" between caring for older and younger generations. While juggling their own financial needs and obligations, these pre-retirees are responsible for supporting adult children grounded by a tough economy and aging parents requiring care and assistance. Certified Financial Planner Board of Standards (CFP Board) Consumer Advocate Eleanor...

2014-07-09 08:33:36

RALEIGH, N.C., July 9, 2014 /PRNewswire/ -- Junxure CRM (www.junxure.com), an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training, today announced the general release of Junxure Cloud(TM), its comprehensive, cloud-based CRM/office management solution for financial advisors. Logo - http://http://photos.prnewswire.com/prnh/20140708/125200 Logo - http://http://photos.prnewswire.com/prnh/20140708/125199 "We are pleased to...

2014-07-08 12:28:13

DUBLIN, July 8, 2014 /PRNewswire/ -- NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION (IN WHOLE OR IN PART) IN, INTO OR FROM ANY JURISDICTION WHERE TO DO SO WOULD CONSTITUTE A VIOLATION OF THE RELEVANT LAWS OF SUCH JURISDICTION. Shire plc ("Shire" or the "Company") (LSE: SHP, NASDAQ: SHPG) notes the announcement by AbbVie Inc. ("AbbVie") of a revised conditional non-binding proposal for a cash and share offer for Shire, comprising...

2014-07-08 08:28:03

Inaugural List Cites Asset Growth, Compliance Record as a Few Top Criteria for Selection OMAHA, Neb., July 8, 2014 /PRNewswire-iReach/ -- Recognition for Carson Wealth Management Group as a top financial advisory firm has gone international. The London-based publication, Financial Times (FT), has named Carson Wealth Management Group as a top 300 registered investment advisory firm in the U.S. The FT is one of the world's largest business news organizations with more than 655,000...

2014-07-07 12:25:21

CHICAGO, July 7, 2014 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, and Barron's, the financial magazine published by Dow Jones & Co., today released highlights of their annual national survey examining the perception and usage of alternative investments among institutions and financial advisors. This survey is now in its eighth year. "Mutual funds continue to grow as the vehicle of choice for accessing alternative strategies....

2014-07-02 12:31:55

Investment Adviser Survey Reveals Compliance Testing Practices and Trends WASHINGTON and BERWYN, Pa., July 2, 2014 /PRNewswire/ -- The Investment Adviser Association, ACA Compliance Group, and Old Mutual Asset Management are pleased to announce the results of their ninth annual Investment Management Compliance Testing Survey. The survey was conducted online from April 24 to May 23 and collected responses from 369 compliance professionals, representing a range of SEC-registered investment...


Word of the Day
bibliopole
  • A bookseller; now, especially, a dealer in rare and curious books.
This word comes from a Greek phrase meaning 'book seller.'
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