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Latest Financial adviser Stories

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....

2014-09-02 23:00:51

Tech-Enabled Wealth Management for Millionaire Families San Francisco, CA (PRWEB) September 02, 2014 Personal Capital is bringing modern technology to the slow-changing world of investment management. “Personal Capital is the first and, to my knowledge, only digital wealth management firm,” said CEO Bill Harris. “And today we are launching a new Private Client service, designed around the needs of families with millions of dollars to preserve and invest.” Personal Capital’s...

2014-08-27 23:08:31

Scott T. Hanson and Patrick McClain, principals of Hanson McClain Advisors, a Sacramento-based independent wealth advisory firm with advisors in several states, have again been named to Barron’s—one of the most respected financial news outlets in the world—list of the Top 100 Independent Wealth Advisors in America. Sacramento, Ca (PRWEB) August 27, 2014 Scott T. Hanson and Patrick McClain, principals of Hanson McClain Advisors, a Sacramento-based independent wealth advisory firm...

2014-08-26 12:32:54

PORTLAND, Ore., Aug. 26, 2014 /PRNewswire/ -- tru Independence, a consulting firm launched in July to provide financial professionals with a customized open-architecture platform of wealth management solutions, consulting and business development services to help them transition to being independent Registered Investment Advisors today announced the formation of its Advisory Board. The four-person Advisory Board is made up of: -- Jay Willoughby, Chief Investment Officer, Alaska...

2014-08-25 23:11:58

The rapid growth and funding of online investment advisors called ‘robo-advisors’, reflects a strong demand for low cost, simplified investment management services. Building off their momentum, a firm called Invessence is now arming the best human advisors with the best robot technology. New York, NY (PRWEB) August 25, 2014 Invessence, as in “the essence of investing”, is an early stage financial technology company that has launched a new investment management platform for...

2014-08-25 12:23:19

CHICAGO, Aug. 25, 2014 /PRNewswire/ -- HighTower congratulates the five HighTower advisors appearing on Barron's magazine's "Top 100 Independent Financial Advisors for 2014" list. "Investors seeking transparent, unbiased financial advice are prompting a sea change in wealth management," said Elliot Weissbluth, HighTower CEO. "Our industry-leading technology and service platform is uniquely built to address investors' emerging needs, deepening the client-advisor relationship and fueling the...

2014-08-20 16:27:32

The software company took home the top honor in the Medium Employers category at the San Diego Business Journal's Best Places to Work Award Ceremony. SAN DIEGO, Aug. 20, 2014 /PRNewswire/ -- eMoney Advisor ("eMoney"), a leading provider of advanced wealth planning solutions for financial advisors, today announced that it has earned the top spot on the 2014 list of Best Places to Work San Diego in the Medium Employers category. An initiative managed by the San Diego Business...

2014-08-19 08:37:28

FinTech Industry Veteran Possesses Strong Track Record of Enhancing Client Relationships WALNUT CREEK, Calif., Aug. 19, 2014 /PRNewswire/ -- Advisor Software, Inc. ("ASI"), a provider of web-based wealth management solutions for today's financial advisor, announces that Charles Brown has joined the firm as Vice President of Business Development. He is based on the East Coast and will be part of ASI's national sales team. http://photos.prnewswire.com/prnvar/20110525/NY08221LOGO Mr. Brown will...

2014-08-15 23:04:15

Leading Investment Advisor Pat McClain, CEO of Hanson McClain Advisors, and Chairman of the Board for Sacramento Food Bank & Family Services in Sacramento, California, has been announced as one of the three finalists for the eighth annual Invest in Others Community Leadership Awards. Sacramento, CA (PRWEB) August 15, 2014 The Invest in Others Charitable Foundation established the Community Leadership Awards to support the philanthropic and volunteer activities of financial advisors....

2014-08-15 16:23:26

ATLANTA, Aug. 15, 2014 /PRNewswire/ -- The Impact Partnership, the fastest-growing marketing organization in the insurance and annuities industry, based in Kennesaw, Georgia, is thrilled to announce that Jason Jenkins, MBA, is the 2014 winner of Retirement Advisor of the Year. Jason Jenkins, co-founder and partner of Jenkins Wealth Management Group Inc., a Denver-based, independent Registered Investment Advisory firm, was selected as the 2014 Retirement Advisor of the Year for his...


Word of the Day
omadhaun
  • A fool; a simpleton: a term of abuse common in Ireland and to a less extent in the Gaelic-speaking parts of Scotland.
This word is partly Irish in origin.