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Latest Financial adviser Stories

2014-07-08 12:28:13

DUBLIN, July 8, 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 the announcement by AbbVie Inc. ("AbbVie") of a revised conditional non-binding proposal for a cash and share offer for Shire, comprising...

2014-07-08 08:28:03

Inaugural List Cites Asset Growth, Compliance Record as a Few Top Criteria for Selection OMAHA, Neb., July 8, 2014 /PRNewswire-iReach/ -- Recognition for Carson Wealth Management Group as a top financial advisory firm has gone international. The London-based publication, Financial Times (FT), has named Carson Wealth Management Group as a top 300 registered investment advisory firm in the U.S. The FT is one of the world's largest business news organizations with more than 655,000...

2014-07-07 12:25:21

CHICAGO, July 7, 2014 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, and Barron's, the financial magazine published by Dow Jones & Co., today released highlights of their annual national survey examining the perception and usage of alternative investments among institutions and financial advisors. This survey is now in its eighth year. "Mutual funds continue to grow as the vehicle of choice for accessing alternative strategies....

2014-07-02 12:31:55

Investment Adviser Survey Reveals Compliance Testing Practices and Trends WASHINGTON and BERWYN, Pa., July 2, 2014 /PRNewswire/ -- The Investment Adviser Association, ACA Compliance Group, and Old Mutual Asset Management are pleased to announce the results of their ninth annual Investment Management Compliance Testing Survey. The survey was conducted online from April 24 to May 23 and collected responses from 369 compliance professionals, representing a range of SEC-registered investment...

2014-07-01 16:33:08

NEW YORK, July 1, 2014 /PRNewswire/ -- Alcentra Capital Corporation (NASDAQ Global Select Market: "ABDC") ("Alcentra") announced that Alcentra has provided $7.5 million in second lien debt, as part of a $41.5 million tranche issued by Choice Cable TV ("Choice Cable" or the "Company"). The Company's product offerings currently include Video, High-Speed Data and VoIP. Choice Cable is a Spectrum Equity portfolio company, and co-owned and operated with Patriot Media Consulting. About...

2014-06-30 23:05:46

Presentation spotlights “Growing Opportunity: Retirees and Near Retirees Turn to Financial Advisors for Medicare Guidance”. Belleville, Ill. (PRWEB) June 30, 2014 Allsup Medicare specialists will join financial advisors from across the Denver, Colorado, region for the 2014 NAPFA West Region Symposium on Wednesday, July 9, at Table Mountain Inn in Golden, Colorado. The full-day program will touch on timely topics for financial advisors, including Medicare planning issues for retirees...

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...


Word of the Day
cruet
  • A vial or small glass bottle, especially one for holding vinegar, oil, etc.; a caster for liquids.
This word is Middle English in origin, and ultimately comes from the Old French, diminutive of 'crue,' flask.
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