Latest Financial adviser Stories
Debbie George took her own experience with her son's journey with pediatric cancer and used it as the fuel to pay the support they received forward through an Avon Lake based non-profit organization, Jeremy Cares, Inc. Cleveland, Ohio (PRWEB) March 11, 2013 Beacon Financial Partners is proud to announce that Mrs. George was recently honored at the American Cancer Society’s Life Savers Ball on March 2, 2013 at DeLucas Place in the Park, along with her two sons, Jeremy & Ben...
LAKE SUCCESS, N.Y., March 11, 2013 /PRNewswire/ -- Matrix Financial Solutions, a Broadridge Financial Solutions, Inc. (NYSE:BR) company, announced today that it has seamlessly converted $8 billion in assets from BOK Financial Corporation to its trading platform in just two days with no blackout - compared to the industry standard three-day blackout period. This type of increased efficiency, due to Matrix's award-winning technology, was cited as a major reason for the conversion....
New software helps financial service professionals create easily customizable client portals so they can better engage and collaborate with their clients. BELLEVUE, Wash., March 5, 2013 /PRNewswire/ -- Balance Financial, a leading financial software and services company, unveiled a new solution designed to help financial advisors and other financial service professionals better leverage technology to scale their business and engage with clients. "Client facing technologies are...
SILVER SPRING, Md., March 4, 2013 /PRNewswire/ -- Pharmagen, Inc. (OTCBB: PHRX) (the "Company" or "Pharmagen") announces it has entered into a financial advisory agreement with Merriman Capital, Inc., a wholly owned subsidiary of Merriman Holdings, Inc. (OTCQX: MERR). Merriman Capital, Inc. is a registered investment bank providing equity and options execution services, market making, and differentiated research for high growth companies. The firm also provides capital raising,...
NEW YORK, March 1, 2013 /PRNewswire/ -- Zinco do Brasil Inc. (OTCQB: ZNBR) (the "Company") is pleased to announce that it has retained EAS Advisors LLC ("EAS"), a financial advisory firm specialized in consulting and financing public companies in the commodity and mining space. EAS will provide the Company with a variety of equity capital market and consulting services, and will assist the Company in developing its mining industry presence through its vast network, presentations...
William Shakespeare famously asked, "What's in a name?", and, no matter what name they go by, the sellers of financial products have managed to fool the public for ages with enduring myths. Abernathy Group II Family Office co-founders Steven Abernathy and Brian Luster aim to bring transparency to their clients—and to Wall Street. (PRWEB) February 28, 2013 One investment professional at the Family Office congratulated his former colleague about what sounded like a...
PALATINE, Ill., Feb. 28, 2013 /PRNewswire/ -- Addus HomeCare Corporation (NASDAQ: ADUS), a provider of home-based social and medical services focused on the elderly dual eligible population, announced that today the Company received the purchase price for the previously announced sale of substantially all of the assets of its home health division to LHC Group, Inc. The closing will be effective at 12:01 a.m. on March 1, 2013. All conditions to closing have been satisfied. The sale...
BOSTON, Feb. 27, 2013 /PRNewswire/ -- LPL Financial LLC - the nation's largest independent broker-dealer, a leading RIA custodian, institutional service provider and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA) - today announced the selection of Bernstein-Rein as its marketing/communications agency of record after a comprehensive review process. Based in Kansas City, Mo., Bernstein-Rein (BR) will provide strategic and execution support across the...
Survey of Trends and Attitudes about Fiduciary Standard Open to All Advisors NEW YORK, Feb. 27, 2013 /PRNewswire/ -- fi360.com, the premier organization for fiduciary education, investment analytics, support services and industry insights for financial professionals, today launched a survey of financial advisors in partnership with AdvisorOne.com, the leading online news and analysis site for all advisors. This marks the third year that fi360 and AdvisorOne have partnered to survey...
Under 40-year-old investment advistors meeting growing demand VENICE, Fla., Feb. 27, 2013 /PRNewswire-iReach/ -- The concern over the lack of young financial advisors dominating industry news is becoming less warranted according to two of the country's "top 40 under 40" registered investment advisors. (Photo: http://photos.prnewswire.com/prnh/20130227/CG66562) "Forbes, Cerulli Associates, InvestmentNews.com and many other observers have been saying there just aren't enough young...
