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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...

2014-08-04 08:32:51

Southwest Securities, Inc. & Summit Brokerage Services among latest broker/dealers to adopt Matrix's Data Feed, Level Compensation & RetireTool(k)it LAKE SUCCESS, N.Y., Aug. 4, 2014 /PRNewswire/ -- Matrix Financial Solutions, Inc., a Broadridge Financial Solutions, Inc. (NYSE: BR) company, today announced that Southwest Securities and Summit Brokerage Services have implemented its complete broker/dealer (BD) platform to increase visibility and provide their advisers with a...

2014-07-31 12:27:06

GLASTONBURY, Conn., July 31, 2014 /PRNewswire-iReach/ -- GLASTONBURY, CONN. - Symmetry Partners is pleased to announce that Philip R. McDonald, CFA, CAIA, Associate Director of Research has been named to Symmetry's Investment Committee effective July 23. Photo - http://photos.prnewswire.com/prnh/20140730/131071 Mr. McDonald joined Symmetry in April of 2010. Prior to joining Symmetry, he held several international investment management positions at Prudential Capital Group, and he...

2014-07-24 23:10:04

DIVER Advisor Emerges As The Go-To Municipal Compliance Solution Stamford, CT (PRWEB) July 24, 2014 Lumesis Inc., DIVER Advisor, a compliance solution to help firms address the newly approved Time-of-Trade Disclosure (MSRB Rule G-47), amended Suitability (Rule G-19) and Supervisory requirements (MSRB Rule G-27) announced today that its market-leading platform has emerged as the go-to compliance solution for brokerage and wealth management firms of all sizes engaged in municipal bond...

2014-07-22 12:35:36

CHICAGO, July 22, 2014 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced it is participating in the Schwab OpenView Gateway((TM)), a flexible, open-architecture technology platform that enables integration between Schwab systems and participating technology providers. As part of the integration, real-time custodial data from Charles Schwab will be available within Morningstar Office(SM), a practice and portfolio...

2014-07-21 23:07:18

Today, Advicent announced the latest additions to the NaviPlan® financial planning tool, including NaviPlan LEADS™ online lead generation tool, expanded integration options and new Next-Gen reports functionality. Milwaukee, WI (PRWEB) July 21, 2014 Today, Advicent announced the latest additions to the NaviPlan® financial planning tool, including NaviPlan LEADS™ online lead generation tool, expanded integration options and new Next-Gen reports functionality. Every day, more...

2014-07-18 16:22:19

ROCKVILLE, Md., July 18, 2014 /PRNewswire/ -- Norman W. Kamerow, CLU, ChFC is recognized by Continental Who's Who as a Pinnacle Professional in the field of Finance as a result of his role as Senior Vice President and Former Chairman and Co-Founder of Capital Financial Group. Capital Financial Group is proud to announce their upcoming 65th year in business in December of 2013. With nearly 65 years of professional experience in finance, Norman specializes in the areas of...

2014-07-16 23:11:30

Robert Papa joins McLean Asset Management Corporation as a Wealth Manager McLean, VA (PRWEB) July 16, 2014 McLean Asset Management Corporation (“McLean”) announced today that Robert Papa has joined the firm as a Wealth Manager. Mr. Papa, CFP®, has nineteen years of experience working with clients. Rob is passionate about providing and directing his clients to solid, strategic, financial and investment options which can enable them to meet both their current and future goals....

2014-07-16 23:07:26

Independent broker dealer announces completion of Morningstar Office implementation for its reps/advisors. Madison, WI (PRWEB) July 16, 2014 Harbour Investments, Inc., a Madison, Wisconsin-based independent broker dealer and registered investment advisor, is pleased to announce that it has completed the implementation of Morningstar Office, a complete practice and portfolio management system for independent financial advisors. This single, all-inclusive platform is designed to support the...


Word of the Day
jument
  • A beast of burden; also, a beast in general.
'Jument' ultimately comes from the Latin 'jugum,' yoke.
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