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Latest Financial adviser Stories

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:...

2014-06-11 23:10:36

Municipal Compliance Solution Reaches 30,000 Users as Protection of the Retail and Non-Sophisticated Market Participant Continues to be of Importance to Regulators Stamford, CT (PRWEB) June 11, 2014 Lumesis Inc., a financial services software firm providing business efficiency, regulatory and data solutions for the municipal bond marketplace under the DIVER brand, announced today that their DIVER Advisor active user base has grown by a factor of 5.5x (alternative: has grown 550%) since...

2014-06-11 12:26:49

Survey highlights top marks for core functions, best practices and integration with other online media ATLANTA, June 11, 2014 /PRNewswire/ -- Invesco US announced today that its mobile app for iPad® has been ranked No. 1 among industry peers based on a comprehensive research analysis of leading fund managers worldwide by MyPrivateBanking, an independent research firm that specializes in analyzing digital services provided by financial services firms....

2014-06-10 08:36:40

IRVINE, Calif., June 10, 2014 /PRNewswire/ -- DecisionPoint(TM) Systems, Inc. (OTCQB: DPSI and OTCQB: DPSIP), a leading provider and integrator of Enterprise Mobility and Wireless Applications, plans to present at the Newport Coast Securities 2014 National Sales & Equity Conference Friday, June 13, 2014 in New York City at the W New York Hotel located at 541 Lexington Avenue. DecisionPoint's Chief Executive Officer Nicholas Toms is scheduled to present at 10:00 a.m. ET in the...

2014-06-10 00:21:29

In the news release, The Mutual Fund Store Launches Initiative To Boost Retirement Education And Preparedness, issued 09-Jun-2014 by The Mutual Fund Store over PR Newswire, we are advised by the company that in the sixth paragraph, first sentence, June 31st should be July 31st as the deadline has been extended. The complete, corrected release follows: The Mutual Fund Store Launches Initiative To Boost Retirement Education And Preparedness Offers Free Year of Smart401K Service to Help One...

2014-06-09 12:26:07

Offers Free Year of Smart401K Service to Help One Million Americans Plan for Retirement OVERLAND PARK, Kan., June 9, 2014 /PRNewswire/ -- The Mutual Fund Store, a collective system of Registered Investment Advisors (RIA) with more than 100 offices nationwide, announces a new initiative to help hardworking Americans establish a financial plan for retirement. To support their goal of reaching one million Americans, the firm is giving away one-year memberships to its Smart401K service,...

2014-06-05 12:36:52

Integrated solution combines technology, reporting tools, data management services and responsive design to enhance the advisor experience while driving superior client support HOLLYWOOD, Fla., June 5, 2014 /PRNewswire/ -- Albridge, an affiliate of Pershing LLC, a BNY Mellon company, today announced the introduction of its new Albridge Wealth Reporting(TM) platform. The web-based data management platform will feature updated functionality that spans the full user experience and will improve...


Word of the Day
bodacious
  • Remarkable; prodigious.
  • Audacious; gutsy.
  • Completely; extremely.
  • Audaciously; boldly.
  • Impressively great in size; enormous; extraordinary.
This word is probably from the dialectal 'boldacious,' a blend of 'bold' and 'audacious.'
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