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Latest Financial adviser Stories

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...

2014-05-21 08:21:40

Editor Note: For more information about this release, please scroll to bottom. NEW YORK, May 21, 2014 /PRNewswire/ -- Today, Analysts Review released its analysts' notes regarding The Boeing Co. (NYSE: BA), Valero Energy Corporation (NYSE: VLO), Tesoro Corporation (NYSE: TSO), Hess Corporation (NYSE: HES) and United Rentals, Inc. (NYSE: URI). Private wealth members receive these notes ahead of publication. To reserve complementary membership, limited openings are available at:...

2014-05-19 12:25:12

EY's 2014 Wealth Management Survey highlights three areas of focus for wealth managers to grow and improve their businesses NEW YORK, May 19, 2014 /PRNewswire/ -- Financial advisors (FAs) and their clients in the Americas do not always see eye to eye when it comes to identifying key elements driving their relationship, according to EY's third annual Wealth Management Survey, released today. The survey identifies three key themes that will help wealth management firms and their financial...

2014-05-16 08:30:11

Tom Johnson Investment Management Named Overall SMA Manager of the Year During Envestnet's Advisor Summit CHICAGO, May 16, 2014 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, and Investment Advisor magazine have announced the winners of the 10(th) Annual Separately Managed Account (SMA) Manager of the Year Awards, which honor asset managers who consistently deliver...

2014-05-16 08:24:15

Editor Note: For more information about this release, please scroll to bottom. NEW YORK, May 16, 2014 /PRNewswire/ -- Today, Analysts Review released its analysts' notes regarding Evercore Partners Inc. (NYSE: EVR), Newcastle Investment Corp. (NYSE: NCT), Parkway Properties Inc. (NYSE: PKY), Kemper Corporation (NYSE: KMPR) and AllianceBernstein Holding L.P. (NYSE: AB). Private wealth members receive these notes ahead of publication. To reserve complementary membership, limited...

2014-05-14 16:34:13

Advisor Portal Integrates Original Content from Envestnet and Other Leading Firms -- Vanguard, Putnam Investments, Russell Investments and Brinker Capital CHICAGO, May 14, 2014 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, introduces a new multi-source online advisor portal, Envestnet Institute, to serve the ongoing educational needs of the independent advisor...

2014-05-14 08:39:25

PDS Planning selects Orion Advisor Services, LLC as its Portfolio Management System with an eye on simplicity, operational efficiency, and best-in-class client experience OMAHA, Neb., May 14, 2014 /PRNewswire/ -- When PDS Planning, Inc., an independent registered investment adviser based out of Columbus, Ohio, began searching for a new portfolio management system, they identified seven particular areas of focus that their new provider would need to meet. Logo -...

2014-05-14 08:21:33

Firm Hires 468 Military Veterans in 2013 for Financial Positions; Sets 500 Hiring Goal for 2014 ST. LOUIS, May 14, 2014 /PRNewswire/ -- Edward Jones has been named a 2014 Most Valuable Employer (MVE) for Military® by CivilianJobs.com, recognizing the firm's deep commitment to recruiting, training and retaining military veterans as financial advisors. "We are incredibly humbled by the recognition from CivilianJobs.com, an organization that shares our dedication to connect military...

2014-05-09 12:29:13

New functionality on Social Security planning for divorced, widow/widower, and dependent children will benefit thousands of financial advisers that currently use the software. WESTWOOD, Mass., May 9, 2014 /PRNewswire-iReach/ -- Financial planning technology leader OMYEN Corp. has released major upgrades to its Social Security Maximizer(TM) sotware. This release will benefit several thousand financial advisers that have signed up for this software since it was debuted about two months back....

2014-05-09 08:29:07

BEIJING, May 9, 2014 /PRNewswire/ -- China Finance Online Co. Limited ("China Finance Online", or the "Company") (NASDAQ GS: JRJC), a technology-driven, and user-focused market leader in China providing vertically integrated financial information and services, today announced that it expects to report net revenues of $21.0 million for the first quarter of 2014, up 281.8% from $5.5 million in the first quarter of 2013. The expected net revenues reflect the impact of fewer trading days in the...


Word of the Day
call-note
  • The call or cry of a bird or other animal to its mate or its young.
'Call-note' is newer than 'bird-call,' which originally referred to 'an instrument for imitating the note of birds' but now also refers to 'the song or cry of a bird.'
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