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2014-07-16 08:33:33

WELLESLEY, Mass., July 16, 2014 /PRNewswire/ -- Phil Fragasso, former President of I-Pension LLC and co-author of Your Nest Egg Game Plan, has launched a unique service to help individuals assess the strategy, cost and performance of their investment portfolios. The service is designed for both DIY investors and those working with an advisor. Fragasso, the founder of AuditYourFinancialAdvisor.com, describes himself as "a reformed safecracker who now works with law enforcement."...

2014-07-15 12:34:39

Integration Provides a Scalable and Customizable Way to Seamlessly Rebalance Thousands of Accounts WALNUT CREEK, Calif., July 15, 2014 /PRNewswire/ -- Advisor Software, Inc. ("ASI"), a provider of wealth management solutions for financial advisors, announces that its ASI Portfolio Rebalancing Solution(®) has been implemented by Scottrade(®) Advisor Services, a leading custodian for independent advisors. Financial advisors who rely on Scottrade(®) Advisor Services' custodial platform can...

2014-07-15 08:36:50

Integration of Best-In-Breed Technology Solutions Enables Advisors to Harness Orion's Portfolio Accounting Suite Through Junxure Cloud(TM) OMAHA, Neb., July 15, 2014 /PRNewswire/ -- Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service bureau, has been working with Junxure, an industry-leading client relationship management ("CRM") solutions provider for financial advisors, to deliver a fully integrated CRM user experience for the advisory community. To that...

2014-07-15 08:26:05

MORRISTOWN, N.J., July 15, 2014 /PRNewswire/ -- Private Advisor Group, LPL Financial's largest branch office by revenues* and a $5B RIA, was named one of the Financial Times top 300 Registered Investment Advisors. http://photos.prnewswire.com/prnvar/20140712/126524 "We are excited to be part of this elite group of RIAs and attribute our success to all of our advisors who align themselves with us," said Patrick Sullivan, Managing Director of Private Advisor Group. "This honor is...

2014-07-14 23:07:08

The LifeYield Social Security Optimizer allows advisors to help clients determine when and how to claim Social Security so they can enjoy more income in retirement. (PRWEB) July 14, 2014 LifeYield, LLC a provider of tax-smart goals based investing software, announced the release of the LifeYield Social Security Optimizer, which allows advisors to help clients determine when and how to claim Social Security so they can enjoy more income in retirement. With 10,000 Baby Boomers retiring...

2014-07-14 12:30:55

Online Investment Service Unveils New Learning Center for General Public SEATTLE, July 14, 2014 /PRNewswire-iReach/ -- Karen Ramsey, CFP®, a well known NAPFA-registered advisor and financial book author, today announced the re-launch of her Seattle-based company's website, www.RamseyInvesting.com. "We've updated the website to make it easier to navigate, and we've filled it with the latest tools and educational materials to help the average investor plan for and achieve a brighter financial...

2014-07-14 04:21:21

DUBLIN, July 14, 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. This announcement does not constitute an announcement of a firm intention to make an offer under Rule 2.7 of the City Code on Takeovers and Mergers. Shire plc ("Shire" or the...

2014-07-11 08:22:50

Editor Note: For more information about this release, please scroll to bottom. NEW YORK, July 11, 2014 /PRNewswire/ -- Today, Analysts Review released its analysts' notes regarding Chesapeake Lodging Trust (NYSE: CHSP), Columbia Property Trust, Inc. (NYSE: CXP), DiamondRock Hospitality Company (NYSE: DRH), DuPont Fabros Technology, Inc. (NYSE: DFT) and Parkway Properties Inc. (NYSE: PKY). Private wealth members receive these notes ahead of publication. To reserve complementary...

2014-07-09 12:26:09

WASHINGTON, July 9, 2014 /PRNewswire-USNewswire/ -- Many middle-aged Americans are beginning to find themselves in a tight spot, financially "sandwiched" between caring for older and younger generations. While juggling their own financial needs and obligations, these pre-retirees are responsible for supporting adult children grounded by a tough economy and aging parents requiring care and assistance. Certified Financial Planner Board of Standards (CFP Board) Consumer Advocate Eleanor...

2014-07-09 08:33:36

RALEIGH, N.C., July 9, 2014 /PRNewswire/ -- Junxure CRM (www.junxure.com), an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training, today announced the general release of Junxure Cloud(TM), its comprehensive, cloud-based CRM/office management solution for financial advisors. Logo - http://http://photos.prnewswire.com/prnh/20140708/125200 Logo - http://http://photos.prnewswire.com/prnh/20140708/125199 "We are pleased to...


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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