Latest Financial adviser Stories
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...
Keynote Speakers Include Industry Leaders Sallie Krawcheck and Milton Ezrati, Along with Freakonomics Authors Stephen Dubner and Steven D. Levitt CHICAGO, Feb. 26, 2013 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to investment advisors, will host "The 2013 Envestnet Advisor Summit: A New Perspective," from May 1 - May 3, 2013 at the Hyatt Regency in downtown Chicago. The three-day conference will empower...
SOLON, Ohio, Feb. 22, 2013 /PRNewswire/ -- With over 20 years of dedicated experience in financial services, Jeff Cirino, RIA, ChFC, is the founder and CEO of Alpha Planning & Financial, Inc., a leading financial services firm based in Ohio. As an investment advisor with a unique approach, Cirino has set himself apart from the myriad of financial planners in the industry by helping people make better financial decisions by using a logical and rational process rather than...
A new financial planning service is rattling Main Street investors. Price Capital LLC, a New York financial advisor, has a new service that helps investors discover that they have a retirement shortfall yet have the power to fix it today. New York, NY (PRWEB) February 21, 2013 A new financial planning service is rattling Main Street investors. Price Capital LLC, a New York financial advisor, has a new service helping Main Street investors discover that they have a retirement shortfall...
WASHINGTON, Feb. 21, 2013 /PRNewswire/ -- Certified Financial Planner Board of Standards, Inc. today announced two redesigned websites - www.CFP.net and www.LetsMakeaPlan.org - that include crisp, fresh looks, clearer navigation and new ways to engage consumers, CFP® professionals and other stakeholders. To view the multimedia assets associated with this release, please click...
Robert Dignan, CFP®, AIF® of CedarPoint Investment Advisors, a Delafield-based Investment Advisory and Financial Planning Firm, has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. Delafield, Wisconsin (PRWEB) February 20, 2013 Robert Dignan, CFP®, AIF® of CedarPoint Investment Advisors, a Delafield-based Investment Advisory and Financial Planning Firm, has...
Mary Dean, Marc Roland, and Andrew Russell were selected as 2013 Five Star Wealth Managers awarded by Five Star Professional and published in San Diego Magazine (January 2013). San Diego, Ranch Bernardo, Poway, Rancho Santa Fe, Escondido CA (PRWEB) February 19, 2013 Five Star Wealth Managers are a select group, representing less than 4 percent of the wealth managers in the San Diego area. To receive the Five Star Wealth Manager award, a wealth manager must satisfy objective eligibility...
GUANGZHOU, China, Feb. 19, 2013 /PRNewswire/ -- Sino Agro Food, Inc. (OTCBB: SIAF), an emerging integrated, diversified agriculture technology and organic food company (the "Company") with its principal operations located throughout the Peoples Republic of China ("PRC"), is pleased to update shareholders on its progress for cross-listing on NASDAQ-OMX First North. The Company would like to inform shareholders that there are (5) actions involved in completing the First North...
PHOENIX, Feb.19, 2013 /PRNewswire/ -- NetWorth Services has introduced a powerful new web application that will allow financial planners and advisors to easily manage their clients' entire portfolio online. It is called ePortfolio Manager, and it is the only aggregator that supports after-tax return advice. With ePortfolio, financial advisors can download the multiple accounts a client has at various online brokerage firms or other types of investment accounts, including bank...
