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Latest Financial adviser Stories

2014-08-13 08:35:06

More RIAs Are Leveraging Portfolio Management Solution to Engage Their Clients Online and Differentiate From Robo-Advisors CHICAGO, Aug. 13, 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, reports record adoption of its portfolio management and client engagement application, Advisor View((TM)), among...

2014-08-12 08:39:13

Paladin Transparency Index measures amount of information advisors provide to help consumers with selection decisions. SACRAMENTO, Calif., Aug. 12, 2014 /PRNewswire/ -- Paladin (www.PaladinRegistry.com) announced the publication of research reports for more than 20 financial advisory firms that provide advice and services over the Internet. These online advisory firms want to change the way consumers buy financial services the same way Amazon changed the way people buy books....

2014-08-11 16:31:00

Arms RIAs and IBDs with a powerful new competitive advantage; enhances the investor experience while automating advice and account servicing MCLEAN Va., Aug. 11, 2014 /PRNewswire-USNewswire/ -- Folio Institutional, a division of Foliofn Investments, Inc., today announced Advisor Connexion, a unique technology platform that gives advisors a powerful new competitive advantage - a wholly automated client offering that will also substantially lower the advisor's operational costs -allowing firms...

2014-08-11 16:24:58

AdviceIQ will provide ACC's 147,000 members with useful personal finance and investing content written by the nation's top financial advisors. SAN DIEGO and NEW YORK, Aug. 11, 2014 /PRNewswire/ -- American Consumer Council (ACC), a non-profit membership organization dedicated to consumer education, advocacy and financial literacy has partnered with AdviceIQ to provide ACC members with easy access to personal finance and investing guidance articles online. With thousands of...

2014-08-08 08:24:41

SEATTLE, Aug. 8, 2014 /PRNewswire/ -- Pro Athlete Direct(TM), the company that connects financial advisors with professional athlete clients, thinks that advisors should take note of the recent news that basketball star LeBron James is returning home to play for the Cleveland Cavaliers. For financial professionals who want to serve the pro athlete clientele, James' move reveals the premium that pro athletes place on personal relationships and security when it comes to making business...

2014-08-07 23:05:56

Assante Wealth Management has become the latest financial services company to adopt BlueSun’s WealthServ Insurance back office software to support its insurance operation. Burlington, Ontario (PRWEB) August 07, 2014 Simon Tomlinson, CEO of BlueSun, is pleased to announce Assante Wealth Management has become the latest financial services company to adopt BlueSun’s WealthServ Insurance back office software to support its insurance operation. The partnership between Assante and BlueSun...

2014-08-06 08:27:22

BOULDER, Colo., Aug. 6, 2014 /PRNewswire/ -- Recruits, Inc (OTCPK: RCTS) a leading athletic recruiting and sports analytics company announced today that it has hired CIM Securities (CIM) as its Financial Advisor. The firm will provide counsel for strategic financial activities as Recruits embarks on its next stage of growth and development. "The engagement of CIM Securities represents a timely step for Recruits as we prepare to aggressively deploy our phased growth plan," said...

2014-08-05 23:04:33

AGENT SUPPORT GROUP working with AIG, AXA Equitable, Voya Financial™ (formerly ING U.S.), Legal & General America, Lincoln Financial Distributors, MetLife, Minnesota Life, Securian Life, a New York authorized insurer, Mutual of Omaha, Nationwide, Principal Financial Group, Protective Life Insurance Company, Prudential, Symetra and Transamerica announces a special meeting in recognition of, Life Insurance Awareness Month. New York, NY (PRWEB) August 05,...

2014-08-05 08:42:31

AdvisoryWorld, FTJ FundChoice and TD Ameritrade Provide Competitive Advantage LOS ANGELES, Aug. 5, 2014 /PRNewswire-iReach/ -- AdvisoryWorld, a leader in portfolio analysis, investment planning and proposal-generation software, and FTJ FundChoice, LLC, a leading provider of sophisticated investment and reporting solutions for advisors and their clients, are partnering to provide advisors the tools they need to create client proposals that set them apart from competitors. Photo -...

2014-08-04 08:32:53

NEW YORK, Aug. 4, 2014 /PRNewswire/ -- Alleghany Capital Corporation ("ACC"), a wholly-owned subsidiary of Alleghany Corporation (NYSE-Y), today announced that it has acquired an interest in Jazwares, LLC ("Jazwares"), a privately held toy and consumer electronics company based in Sunrise, Florida. Judd Zebersky, Chief Executive Officer and President of Jazwares, commented, "Jazwares has grown significantly over the past number of years by delivering high quality, must-have toys and...


Word of the Day
malpais
  • The ragged surface of a lava-flow.
'Malpais' translates from Spanish as 'bad land.'