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Latest Financial adviser Stories

2014-05-19 12:25:12

EY's 2014 Wealth Management Survey highlights three areas of focus for wealth managers to grow and improve their businesses NEW YORK, May 19, 2014 /PRNewswire/ -- Financial advisors (FAs) and their clients in the Americas do not always see eye to eye when it comes to identifying key elements driving their relationship, according to EY's third annual Wealth Management Survey, released today. The survey identifies three key themes that will help wealth management firms and their financial...

2014-05-16 08:30:11

Tom Johnson Investment Management Named Overall SMA Manager of the Year During Envestnet's Advisor Summit CHICAGO, May 16, 2014 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, and Investment Advisor magazine have announced the winners of the 10(th) Annual Separately Managed Account (SMA) Manager of the Year Awards, which honor asset managers who consistently deliver...

2014-05-16 08:24:15

Editor Note: For more information about this release, please scroll to bottom. NEW YORK, May 16, 2014 /PRNewswire/ -- Today, Analysts Review released its analysts' notes regarding Evercore Partners Inc. (NYSE: EVR), Newcastle Investment Corp. (NYSE: NCT), Parkway Properties Inc. (NYSE: PKY), Kemper Corporation (NYSE: KMPR) and AllianceBernstein Holding L.P. (NYSE: AB). Private wealth members receive these notes ahead of publication. To reserve complementary membership, limited...

2014-05-14 16:34:13

Advisor Portal Integrates Original Content from Envestnet and Other Leading Firms -- Vanguard, Putnam Investments, Russell Investments and Brinker Capital CHICAGO, May 14, 2014 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, introduces a new multi-source online advisor portal, Envestnet Institute, to serve the ongoing educational needs of the independent advisor...

2014-05-14 08:39:25

PDS Planning selects Orion Advisor Services, LLC as its Portfolio Management System with an eye on simplicity, operational efficiency, and best-in-class client experience OMAHA, Neb., May 14, 2014 /PRNewswire/ -- When PDS Planning, Inc., an independent registered investment adviser based out of Columbus, Ohio, began searching for a new portfolio management system, they identified seven particular areas of focus that their new provider would need to meet. Logo -...

2014-05-14 08:21:33

Firm Hires 468 Military Veterans in 2013 for Financial Positions; Sets 500 Hiring Goal for 2014 ST. LOUIS, May 14, 2014 /PRNewswire/ -- Edward Jones has been named a 2014 Most Valuable Employer (MVE) for Military® by CivilianJobs.com, recognizing the firm's deep commitment to recruiting, training and retaining military veterans as financial advisors. "We are incredibly humbled by the recognition from CivilianJobs.com, an organization that shares our dedication to connect military...

2014-05-09 12:29:13

New functionality on Social Security planning for divorced, widow/widower, and dependent children will benefit thousands of financial advisers that currently use the software. WESTWOOD, Mass., May 9, 2014 /PRNewswire-iReach/ -- Financial planning technology leader OMYEN Corp. has released major upgrades to its Social Security Maximizer(TM) sotware. This release will benefit several thousand financial advisers that have signed up for this software since it was debuted about two months back....

2014-05-09 08:29:07

BEIJING, May 9, 2014 /PRNewswire/ -- China Finance Online Co. Limited ("China Finance Online", or the "Company") (NASDAQ GS: JRJC), a technology-driven, and user-focused market leader in China providing vertically integrated financial information and services, today announced that it expects to report net revenues of $21.0 million for the first quarter of 2014, up 281.8% from $5.5 million in the first quarter of 2013. The expected net revenues reflect the impact of fewer trading days in the...

2014-05-08 23:12:31

McLean Asset Management Corporation Congratulates Dr. Wade Pfau for Being Named to the 2014 IA 25 List McLean, VA (PRWEB) May 08, 2014 Investment Advisor, a leading publication for independent investment advisors and financial planners, has named Dr. Wade Pfau to its 12th Annual "IA 25: The 25 Most Influential People in and around the Financial Advisor Community". The honorees were selected by the editors for the impact their decisions, intellectual capital, guidance, and...

2014-05-08 00:22:31

BEIJING, May 7, 2014 /PRNewswire/ -- China Finance Online Co. Limited ("China Finance Online", or the "Company") (NASDAQ GS: JRJC), a technology-driven, and user-focused market leader in China providing vertically integrated financial information and services, today announced that it filed its annual report on Form 20-F for the fiscal year ended December 31, 2013 with the Securities and Exchange Commission on May 6, 2014. The annual report can be accessed on the Company's investor relations...


Word of the Day
snash
  • To talk saucily.
  • Insolent, opprobrious language; impertinent abuse.
This word is Scots in origin and probably imitative.