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Latest Financial adviser Stories

2014-06-30 16:25:29

PowerUP through Efficiency and Laser-Like Focus is 2014 Theme SCOTTSDALE, Ariz., June 30, 2014 /PRNewswire-iReach/ -- United Planners Financial Services (UP), a national RIA and independent broker-dealer partnership with more than 350 advisors nationwide, hosted its annual conference at the Arizona Biltmore, May 28 - June 1, 2014. Photo - http://photos.prnewswire.com/prnh/20140630/123047 "United Planners partners and advisors look forward to our annual conference both for reconnecting with...

2014-06-27 20:21:16

Successful advisors focus on relevancy and timely delivery of client communications over office meetings OMAHA, Neb., June 27, 2014 /PRNewswire-iReach/ -- If research and anecdotal evidence continues to point to a lack of communication as the top reason investors fire their financial advisor, then why are advisors meeting face-to-face less often with their clients? Flexible, more efficient alternatives are on the rise. Photo - http://photos.prnewswire.com/prnh/20140627/122568 According to the...

2014-06-25 16:24:36

Millennial-Owned Agency Emerges With a Fresh Vision for Financial Public Relations READING, Pa., June 25, 2014 /PRNewswire/ -- Brian Hart (www.linkedin.com/in/brianahart/), a rising star in the financial communications space, today announced the launch of a new financial public relations agency, Flackable, LLC. Flackable is a national, Millennial-owned public relations agency created to support the communications needs of registered investment advisors (RIAs) and other...

2014-06-25 12:30:34

DUBLIN, Ireland, June 25, 2014 /PRNewswire/ -- NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION (IN WHOLE OR IN PART) IN, INTO OR FROM ANY JURISDICTION WHERE TO DO SO WOULD CONSTITUTE A VIOLATION OF THE RELEVANT LAWS OF SUCH JURISDICTION. Shire plc ("Shire" or the "Company") (LSE: SHP, NASDAQ: SHPG) notes today's announcement by AbbVie Inc. ("AbbVie") repeating its proposal of May 30, 2014, which comprised GBP20.44 in cash and 0.7988...

2014-06-24 23:10:44

Kyle Ryan, 36, EVP of Advisory Services at Personal Capital was named today to the InvestmentNews 40 Under 40 for pioneering a brand-new approach to advisory services: digital wealth management. San Francisco, CA (PRWEB) June 24, 2014 Kyle Ryan, 36, EVP of Advisory Services at Personal Capital was named to the InvestmentNews 40 Under 40 list of financial advisors who have achieved major success in the industry before turning 40. Kyle pioneered a brand-new approach to advisory services:...

2014-06-20 12:25:40

NEW YORK, June 20, 2014 /PRNewswire/ -- TIG Advisors, an investment platform employing multiple investment strategies including structured credit, was recognized by GlobalCapital for having the Best ABS Fund. The awards ceremony was held in New York City on June 18, 2014. Stuart Lippman and David Liu, co-founders of the structured credit strategy (TSAF), were on hand to accept the award. Winners of GlobalCapital's Securitization Milestones Awards were announced at the Broad Street...

2014-06-19 08:34:54

New Resource Enables Advisors to More Effectively Gauge Practice Strengths and Areas for Improvement Accurately and in Real Time SAN DIEGO, June 19, 2014 /PRNewswire/ -- First Allied Securities, Inc. (First Allied), a leading independent broker/dealer supporting fee- and commission-based independent financial advisors across the nation, today announced the launch of its new Pentameter(TM) practice management portal and integrated business consulting process. Pentameter(TM) expands...

2014-06-18 12:28:45

Interactive iPad App for Advisors Delivers Powerful Business Development Capabilities CONCORD, Calif., June 18, 2014 /PRNewswire/ -- AssetMark, Inc., a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors, announced the launch of an iPad application with interactive business development capabilities that enable advisors to more easily build and enhance client relationships....

2014-06-16 12:22:16

MILWAUKEE, June 16, 2014 /PRNewswire/ -- NM Neptune, LLC, an indirect wholly owned subsidiary of Northwestern Mutual, has acquired Starwood Energy's 25 percent Class C stake in the Neptune Regional Transmission System. The 65-mile high-voltage, direct-current underwater transmission cable connects Sayreville, New Jersey to Long Island, New York. The Neptune system has been operational since 2007 and its 660 Megawatts of capacity are fully contracted to the Long Island Power...

2014-06-12 08:34:24

FinTech Provider Honored by TD Ameritrade Institutional for Solutions in Financial Services Industry LOS ANGELES, June 12, 2014 /PRNewswire-iReach/ -- AdvisoryWorld, a leader in portfolio analysis, investment planning and proposal-generation software, today announced that in addition to opening an additional location in order to support its rapid growth, it has been recognized by TD Ameritrade Institutional for its innovative solutions for the financial services industry. (Photo:...


Word of the Day
Cthulhu
  • A gigantic fictional humanoid alien god being described with a head resembling an octopus and dragon wings and claws, around whom an insane cult developed.
  • Pertaining to the mythos of Cthulhu and additional otherworldly beings created by H. P. Lovecraft or inspired by his writings and imitators.
This word was invented in 1926 by H.P. Lovecraft for his short story, 'The Call of Cthulhu.' 'Cthulhu' may be based on the word 'chthonic,' which in Greek mythology refers to the underworld.
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