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Latest Financial adviser Stories

2014-08-25 12:23:19

CHICAGO, Aug. 25, 2014 /PRNewswire/ -- HighTower congratulates the five HighTower advisors appearing on Barron's magazine's "Top 100 Independent Financial Advisors for 2014" list. "Investors seeking transparent, unbiased financial advice are prompting a sea change in wealth management," said Elliot Weissbluth, HighTower CEO. "Our industry-leading technology and service platform is uniquely built to address investors' emerging needs, deepening the client-advisor relationship and fueling the...

2014-08-20 16:27:32

The software company took home the top honor in the Medium Employers category at the San Diego Business Journal's Best Places to Work Award Ceremony. SAN DIEGO, Aug. 20, 2014 /PRNewswire/ -- eMoney Advisor ("eMoney"), a leading provider of advanced wealth planning solutions for financial advisors, today announced that it has earned the top spot on the 2014 list of Best Places to Work San Diego in the Medium Employers category. An initiative managed by the San Diego Business...

2014-08-19 08:37:28

FinTech Industry Veteran Possesses Strong Track Record of Enhancing Client Relationships WALNUT CREEK, Calif., Aug. 19, 2014 /PRNewswire/ -- Advisor Software, Inc. ("ASI"), a provider of web-based wealth management solutions for today's financial advisor, announces that Charles Brown has joined the firm as Vice President of Business Development. He is based on the East Coast and will be part of ASI's national sales team. http://photos.prnewswire.com/prnvar/20110525/NY08221LOGO Mr. Brown will...

2014-08-15 23:04:15

Leading Investment Advisor Pat McClain, CEO of Hanson McClain Advisors, and Chairman of the Board for Sacramento Food Bank & Family Services in Sacramento, California, has been announced as one of the three finalists for the eighth annual Invest in Others Community Leadership Awards. Sacramento, CA (PRWEB) August 15, 2014 The Invest in Others Charitable Foundation established the Community Leadership Awards to support the philanthropic and volunteer activities of financial advisors....

2014-08-15 16:23:26

ATLANTA, Aug. 15, 2014 /PRNewswire/ -- The Impact Partnership, the fastest-growing marketing organization in the insurance and annuities industry, based in Kennesaw, Georgia, is thrilled to announce that Jason Jenkins, MBA, is the 2014 winner of Retirement Advisor of the Year. Jason Jenkins, co-founder and partner of Jenkins Wealth Management Group Inc., a Denver-based, independent Registered Investment Advisory firm, was selected as the 2014 Retirement Advisor of the Year for his...

2014-08-14 16:26:26

COPENHAGEN, Denmark, Aug. 14, 2014 /PRNewswire/ -- DanDrit Biotech USA, Inc. ("DanDrit") a biotechnology company seeking to develop an approved vaccine for the treatment of colorectal cancer, entered into a placement agency agreement (the "Placement Agency Agreement") with Sunrise Securities Corp. as representative (the "Representative") of the several placement agents named in the Placement Agency Agreement, including The Benchmark Company, LLC (collectively, the "Placement Agents"),...

2014-08-13 16:29:00

Shariah-compliant investment advisor bills online tool as "carbon offsets for your investments" FALLS CHURCH, Va., Aug. 13, 2014 /PRNewswire/ -- Azzad Asset Management, investment advisor to the Azzad Funds and sponsor of the Azzad Ethical Wrap Program, today announced the launch of an online tool intended to help American Muslims observe Halal investing guidelines. Logo - http://photos.prnewswire.com/prnh/20140813/135956 Using input provided by shareholders of the Azzad Mutual...

2014-08-13 08:35:06

More RIAs Are Leveraging Portfolio Management Solution to Engage Their Clients Online and Differentiate From Robo-Advisors CHICAGO, Aug. 13, 2014 /PRNewswire/ -- Envestnet | Tamarac((TM)), a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, reports record adoption of its portfolio management and client engagement application, Advisor View((TM)), among...

2014-08-12 08:39:13

Paladin Transparency Index measures amount of information advisors provide to help consumers with selection decisions. SACRAMENTO, Calif., Aug. 12, 2014 /PRNewswire/ -- Paladin (www.PaladinRegistry.com) announced the publication of research reports for more than 20 financial advisory firms that provide advice and services over the Internet. These online advisory firms want to change the way consumers buy financial services the same way Amazon changed the way people buy books....

2014-08-11 16:31:00

Arms RIAs and IBDs with a powerful new competitive advantage; enhances the investor experience while automating advice and account servicing MCLEAN Va., Aug. 11, 2014 /PRNewswire-USNewswire/ -- Folio Institutional, a division of Foliofn Investments, Inc., today announced Advisor Connexion, a unique technology platform that gives advisors a powerful new competitive advantage - a wholly automated client offering that will also substantially lower the advisor's operational costs -allowing firms...


Word of the Day
negawatt
  • A unit of saved energy.
Coined by Amory Lovins, chairman of the Rocky Mountain Institute as a contraction of negative watt on the model of similar compounds like megawatt.