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2014-09-11 16:31:21

Stark & Stark and Right Size Solutions Collaborate to Help RIAs Demonstrate Risk Preparedness OVERLAND PARK, Kan., Sept. 11, 2014 /PRNewswire-iReach/ -- Registered Investment Advisors who fail to produce a written cybersecurity policy may find themselves with a deficiency noted during their routine examination process based on new review guidelines from the Securities and Exchange Commission's Office of Compliance Inspections and Examinations (OCIE). A risk alert issued in April by...

2014-09-10 16:23:25

Bernhardt and Koehl Named to 2014 Top Financial Professionals List MCLEAN, Va., Sept. 10, 2014 /PRNewswire-iReach/ -- Gordon J. Bernhardt, CPA, PFS, CFP®, AIF®, President and CEO of Bernhardt Wealth Management, and Timothy S. Koehl, AAMS®, CFP®, the firm's Director of Financial Planning, have both been named to Northern Virginia Magazine's Top Financial Professionals List for 2014. The advisors were selected after being nominated by their industry peers. Photo -...

2014-09-10 12:32:52

Partnership Brings Value-added Tools for Both Advisors and Their Clients LOS ANGELES and OMAHA, Neb., Sept. 10, 2014 /PRNewswire-iReach/ -- AdvisoryWorld, a leader in portfolio analysis, investment planning and proposal-generation software, announced today that it has significantly enhanced its integration with Orion Advisor Services, LLC (Orion), a premier portfolio accounting bureau. In addition, AdvisoryWorld will participate in Orion's invitational hack-a-thon event in Park City,...

2014-09-10 08:38:33

CLA Wealth Advisors Selects Tamarac's Advisor Xi® Suite as its Complete Portfolio and Client Management Platform CHICAGO, Sept. 10, 2014 /PRNewswire/ -- Envestnet | Tamarac(TM), a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, announces that CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors) has selected Tamarac's unified technology platform to...

2014-09-10 08:38:13

Cutting-Edge Advisor Xi® Advisory Practice Management Platform Streamlines Operations CHICAGO, Sept. 10, 2014 /PRNewswire/ -- Envestnet | Tamarac((TM)), a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, announces that Beacon Pointe Advisors, one of the largest independent registered investment advisors (RIAs) in the nation, has chosen Tamarac's Advisor...

2014-09-09 12:35:06

Firm Brings Industry's Top Software Developers to Park City, Utah, to Create Innovative Software Solutions for Investment Advisors OMAHA, Neb., Sept. 9, 2014 /PRNewswire/ -- Orion Advisor Services, LLC ("Orion") announces it will host Fuse 2014, the inaugural edition of a new industry conference for financial services software companies. The weekend conference will bring together developers from the financial services sector's leading software firms to create collaborative projects...

2014-09-09 08:23:34

GRESB Report Awards MEPT "Green Star" Status WASHINGTON, Sept. 9, 2014 /PRNewswire/ -- Multi-Employer Property Trust (MEPT), one of the largest open-end core private real estate equity funds in the U.S., announced today that it has been ranked number one in two categories of the Global Real Estate Sustainability Benchmark (GRESB): -- #1 ranking in the U.S. Diversified peer group among 36 funds; -- #1 ranking among the 28 funds, recognized as funds in the NCREIF Fund Index -...

2014-09-08 23:06:35

The 403(b) enrollment portal, located at aspire403b.com, will provide quick and simple navigation for 403(b) participants and advisors to access enrollment materials and plan information. Tampa, Florida (PRWEB) September 08, 2014 Aspire Financial Services, a leading service provider of smart retirement solutions, is pleased to announce the launch of an enhanced 403(b) enrollment and client service portal. The 403(b) enrollment portal, located at aspire403b.com], will provide quick and...

2014-09-08 08:35:14

Provides Investors Direct Access to High-Caliber, Institutional Quality Public and Private Investment Offerings NEW YORK, Sept. 8, 2014 /PRNewswire/ -- RCS Capital Corporation ("RCAP") (NYSE: RCAP) today announced the launch of "We Are Crowdfunding," a Crowdfunding 2.0 investment platform designed to provide investors direct access to high caliber, institutional quality public and private investment offerings. http://photos.prnewswire.com/prnvar/20130522/NY19075LOGO We Are Crowdfunding will...

2014-09-04 08:24:25

Addresses Increased Requests from Advisors for Physical Precious Metals in an IRA OAK BROOK, Ill., Sept. 4, 2014 /PRNewswire/ -- Millennium Trust Company and Gold Bullion International (GBI) announced today that Millennium Trust IRAs will be available through GBI's white-labeled advisor portal network. Clients will be able to open an IRA online and authorize their advisors to purchase and sell physical precious metals on their behalf....


Word of the Day
cacodemon
  • An evil spirit; a devil.
  • A nightmare.
  • In astrology, the twelfth house of a scheme or figure of the heavens: so called from its signifying dreadful things, such as secret enemies, great losses, imprisonment, etc.
'Cacodemon' comes from a Greek term meaning 'evil genius.'
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