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Last updated on April 20, 2014 at 19:30 EDT

Latest Financial adviser Stories

2014-03-07 12:26:03

CONSHOHOCKEN, Pa., March 7, 2014 /PRNewswire/ -- eMoney Advisor ("eMoney"), a leading provider of advanced wealth planning solutions for financial advisors, has announced that CEO Edmond Walters was honored by nonprofit organization Cuddle My Kids for his support of families in need. Cuddle My Kids hosted their sixth annual awards dinner at the Desmond Hotel in Malvern, Pa. on Thursday, March 6. The sold out event with more than 300 guests featured Mr. Walters, who received the...

2014-03-06 23:29:39

Via the new website, Wela plans to deliver the financial advisor experience and services to the next generation of investors in the way that those consumers want to receive advice – face-to-face online. Wela is attempting to reach a younger generation of clientele and to encourage them to start saving and investing earlier than ever before. Atlanta, Georgia (PRWEB) March 06, 2014 Wela, an Atlanta-based RIA, announced today that it has launched a new website, http://www.YourWela.com. Via...

2014-03-06 12:32:57

MINNEAPOLIS, March 6, 2014 /PRNewswire/ -- Nepsis Capital Management(TM) (NCM) and Nepsis Advisor Services(TM) (NAS) announce the launch of their enterprise website solution www.nepsiscapital.com. The new site provides independent advisors and breakaways with a gateway to a suite of powerful business tools and streamlined procedures designed to turn admin time into client time. The site integrates the consumer facing investor site and the advisor services offering with the 401(k)...

2014-03-06 12:23:14

PHILADELPHIA, March 6, 2014 /PRNewswire/ -- InvestEdge, the leading provider of innovative wealth advisory solutions, proudly accepted the award for Private Client Investment Platform-New Product during the Private Asset Management (PAM) Awards ceremony held in New York City. This is the 2(nd) consecutive year that InvestEdge has been honored with a PAM award. In 2013, InvestEdge received the 'Best Technology Platform' award. According to Kelsey Butler, Managing Editor of Private...

2014-03-04 12:26:09

Latest Version of 'Vision HomeOffice' Expected to Improve the Integrity of Advisor Data Across the Industry KANSAS CITY, Mo., March 4, 2014 /PRNewswire/ -- DST Systems, Inc., the world's leading provider of servicing solutions to the asset management, brokerage, retirement, and healthcare markets, today announced enhancements to its DST Vision HomeOffice(TM) web site that will improve the speed and efficiency of back-office operations....

2014-03-04 08:35:26

The first virtual financial advisor to provide comprehensive financial planning advice NASHVILLE, Tenn., March 4, 2014 /PRNewswire/ -- iQuantifi, the first virtual financial advisor to provide comprehensive financial planning advice, launched its platform today to the general public. iQuantifi's technology helps users identify, prioritize and achieve their financial goals. Using a proprietary Core Planning Algorithm, iQuantifi provides the user personalized financial advice and a...

2014-03-04 08:30:29

Omaha Native and Barron's Top 10 Financial Advisor Supports the College's Work to Prepare Next Generation of Financial Advisors to Hit the Ground Running OMAHA, Neb., March 4, 2014 /PRNewswire-iReach/ -- Ron Carson announced today that he has been appointed to The American College of Financial Services board of trustees. Carson, the founder and CEO of Carson Wealth Management Group, Peak Advisor Alliance and Carson Institutional Alliance will join the group for a three-year term....

2014-03-03 12:25:37

BLOOMFIELD HILLS, Mich., March 3, 2014 /PRNewswire/ -- Jeffrey Fratarcangeli, Managing Director - Investments with Bank of America Merrill Lynch, has been ranked as one of the top 1,200 financial advisors in the United States for the second year in a row by Barron's, America's premier financial magazine, with a ranking of #17 in the state of Michigan. The full ranking is presented state by state (available at http://online.barrons.com/report/top-financial-advisors/1000/2014), with a...

2014-03-03 08:23:34

NEW YORK, March 3, 2014 /PRNewswire/ -- YaSheng Group (OTC: HERB), through its subsidiaries, designs, develops, manufactures, and markets farming and side-line products; chemical materials and products; textiles; construction materials; and livestock and poultry primarily in the People's Republic of China. The company was founded in 1998 and is based in Redwood City, California. YaSheng Group is a subsidiary of Gansu YaSheng Industrial Group Co., Ltd. The stock has seen an...

2014-02-27 12:25:09

SYDNEY, Feb. 27, 2014 /PRNewswire-iReach/ -- FinaMetrica, the leading psychometric risk profiling software provider for financial advisors, has been shortlisted for the Family Wealth Report Awards. (Photo: http://photos.prnewswire.com/prnh/20140227/MN72538) Showcasing 'best of breed' providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals, which the prestigious panel of judges...