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Latest Financial adviser Stories

2014-06-02 08:36:18

Service offers online guidebook for transferring accounts and managing money as well as a free follow up with an advisor ATLANTA, June 2, 2014 /PRNewswire/ -- FireMyAdvisor.com is a new service that provides professional help and a guidebook to investors who are ready to fire their financial advisor. (Logo: http://photos.prnewswire.com/prnh/20140530/92685)(Photo: http://photos.prnewswire.com/prnh/20140530/92684) "People simply don't know they can easily switch advisors by...

2014-06-02 08:35:18

Unbiased investment guidance and a wealth of professional and educational tools individuals can use to help reach their retirement goals now available for only $29.95 a year at www.allovest.com HUNTINGTON BEACH, Calif., June 2, 2014 /PRNewswire-iReach/ -- Individuals without the minimum account balance required to work with a financial advisor or who can't afford to pay high fees for basic retirement planning advice can now get professional, unbiased guidance and comprehensive,...

2014-05-29 16:24:37

Pioneer Financial's Michael Schwartz, CFP® was recently featured in Forbes as one of America's PremierExperts®, offering helpful tips on health, wealth and success. NEW YORK, May 29, 2014 /PRNewswire/ -- Michael Schwartz, CFP®, Wealth Management Advisor affiliated with Pioneer Financial, was recently seen in the March 2014 issue of Forbes magazine with other leading professionals as part of a feature called "America's PremierExperts® Presents: Forecasts & Strategies For the...

2014-05-28 08:39:20

Risk Profile Technology Available to All UP Advisors SACRAMENTO, Calif., May 28, 2014 /PRNewswire-iReach/ -- United Planners Financial Services (UP), a national RIA and independent broker-dealer partnership with more than 350 advisors nationwide, and Riskalyze, the creator of the Risk Number(TM), today announced a partnership to equip every UP advisor with industry-leading Client Risk Profile technology to pinpoint client risk tolerance. This groundbreaking technology will be...

2014-05-27 08:34:54

RALEIGH, N.C., May 27, 2014 /PRNewswire/ -- Junxure, an industry-leading CRM solutions provider for financial advisors, today announced the addition of speakers and sponsors to the Junxure Advisor Conference in Las Vegas this September 15-16, 2014. Photo - http://photos.prnewswire.com/prnh/20140523/90948 Keynote speakers include Mark Tibergien, CEO and Managing Director at Pershing Advisor Solutions, LLC, and Deena Katz CFP(®), chairwoman of the investment firm Evensky &...

2014-05-23 23:10:45

Marilyn Suey Specializing in Retirement Planning San Francisco, CA (PRWEB) May 23, 2014 Local financial advisor Marilyn Suey has earned the Accredited Investment Fiduciary® (AIF®) designation. To receive the designation, Suey completed an educational program covering best practices for executing fiduciary responsibilities as well as legislation pertaining to the fiduciary process. “The AIF® designation is well-respected in the financial services field,” said Marilyn....

2014-05-23 16:24:45

GUANGZHOU, China, May 23, 2014 /PRNewswire/ -- Sino Agro Food, Inc. (OTC BB: SIAF.OB) is an integrated, diversified agriculture technology and organic food company ("the Company") with principal operations as primary producer, processor, and marketer in the People's Republic of China ("PRC"). Due to a scheduling conflict, the Company's first quarter 2014 results conference call will be held June 2, 2014 at 11:00 a.m. EDT, as below: Earnings Call Information The Company will host...

2014-05-22 23:12:52

The Society of Certified Senior Advisors announces a new class in Charlotte, North Carolina for a live CSA training course. The CSA education program is designed to help professionals work more effectively with their senior clients in order to better serve and protect them. (PRWEB) May 22, 2014 The Society of Certified Senior Advisors (SCSA) announces a new class for its bestselling Certified Senior Advisor (CSA) course in Charlotte, June 24th - June 27th, 2014. The CSA course teaches...

2014-05-21 16:28:12

GUANGZHOU, China, May 21, 2014 /PRNewswire/ -- Sino Agro Food, Inc. (OTC BB: SIAF), is an integrated, diversified agriculture technology and organic food company ("the Company") with principal operations as primary producer, processor, and marketer in the People's Republic of China ("PRC"). The Company is delighted that Ms. Olivia Lai has accepted the position of Chief Financial Officer. Ms. Lai has over 20 years accounting and finance experience and held senior positions in many...

2014-05-21 08:36:27

- Proprietary Tool Enables HD Vest Advisors to Efficiently Develop Customized, Tax-Intelligent Financial Strategies Based on Individualized Client Data - IRVING, Texas, May 21, 2014 /PRNewswire/ -- HD Vest Financial Services, Inc. - the independent broker/dealer focused on empowering holistic financial advice that encompasses both tax and wealth management solutions - today announced the launch of its new proprietary 1040 Analyst tool for its affiliated Advisors. This new automated...


Word of the Day
penuche
  • A fudgelike confection of brown sugar, cream or milk, and chopped nuts.
'Penuche' is a variant of 'panocha,' a coarse grade of sugar made in Mexico. 'Panocha' probably comes from the Spanish 'panoja, panocha,' ear of grain.
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