Latest Financial adviser Stories
Industry-Leading Financial Planning Platform and State-of-the-Art Document Delivery and Storage Service Provide Clients with Unparalleled Organization and Management of Information CONSHOHOCKEN, Pa., April 30, 2013 /PRNewswire/ -- eMoney Advisor ("eMoney"), the only wealth-planning system for financial advisors that offers transparency, security, mobile access and superior organization for everything that impacts their clients' financial lives, has announced a strategic partnership...
CAMBRIDGE, Mass., April 29, 2013 /PRNewswire/ -- TRUSTIVO and Asset TV have joined forces, making Asset TV's unique fund manager video reports accessible through TRUSTIVO's Partner Center and available to advisors on the TRUSTIVO platform. TRUSTIVO is the nation's leading retirement network that transforms the way individuals and trusted advisors connect, engage and develop strategies for retirement. Asset TV is the "YouTube" for investment managers, providing a dedicated online TV...
NAPLES, Fla., April 26, 2013 /PRNewswire/ -- Thomas Moran and Robert Edwards, Managing Directors - Investments Senior PIM Portfolio Managers of Moran Edwards Asset Management Group of Wells Fargo Advisors in Naples, Florida, have been named to the Barron's Top 1,000 Advisors List. Barron's rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings are assets under management, revenue produced for the firm,...
Finalists Announced for Ninth Annual Awards Honoring Best-In-Class Separately Managed Account Managers, Winners to be Announced at the 2013 Envestnet Advisor Summit CHICAGO, April 25, 2013 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to investment advisors, is sponsoring the 2013 Separately Managed Account (SMA) Managers of the Year Awards with Investment Advisor magazine. Winners of the ninth annual SMA Awards...
Ian Bachrach brings more than a decade of marketing communications experience ATLANTA, April 24, 2013 /PRNewswire/ -- RidgeWorth Investments announced today that it has hired Ian Bachrach to fill the role of Managing Director of Marketing. Bachrach will be responsible for all aspects of RidgeWorth's marketing. He will report to Jim Stueve, President of RidgeWorth Investments, and is a key member of the distribution organization. "Expanding the reach of RidgeWorth's messaging,...
MILWAUKEE, April 23, 2013 /PRNewswire/ -- When it comes to managing money, the large majority of Americans today are not looking for shortcuts or get-rich-quick strategies. According to Northwestern Mutual's 2013 Planning & Progress Study, three quarters of people prioritize long-term planning over short-term performance, and one-third say "slow and steady wins the race" best describes their approach to future financial goals. To view the multimedia assets associated with this...
NEW YORK, April 22, 2013 /PRNewswire/ -- A.O. Smith Corp. (NYSE: AOS: $69) has been picked by S&P Capital IQ as its Focus Stock of the Week. AOS carries S&P Capital IQ's highest investment recommendation of 5-STARS, or Strong Buy. "The company has developed what we consider a strong brand identity, evidenced by an approximate 42 percent market share in domestic residential water heaters and a 58 percent share of the commercial water heater market," said Kevin Kirkeby,...
Recommendations Would Better Protect Older Americans from Financial Exploitation WASHINGTON, April 18, 2013 /PRNewswire-USNewswire/ -- Certified Financial Planner Board of Standards, Inc. (CFP Board) today urged federal and state policymakers to swiftly adopt recommendations made by the Consumer Financial Protection Bureau to prevent the misuse of senior designations, certifications and titles used by individuals working in the financial services industry. "These recommendations...
Pershing is first custodian to synchronize CRM system with account opening process JERSEY CITY, N.J., April 18, 2013 /PRNewswire/ -- Pershing LLC, a BNY Mellon company, today announced a significant innovation in its industry-leading NetX360 platform through its relationship with Redtail Technology, a provider of web-based Client Relationship Management (CRM) solutions. Pershing's integration of Redtail's solution into NetX360 is designed to help advisors onboard clients more...
MILWAUKEE, April 16, 2013 /PRNewswire/ -- The efficiency that technology affords us is undeniable. Yet around-the-clock connectivity and instant access to information is distracting millions of Americans, and having a deep impact on long-term planning, according to data from Northwestern Mutual's 2013 Planning & Progress Study. To view the multimedia assets associated with this release, please...
