Quantcast
Last updated on April 16, 2014 at 12:50 EDT

Latest Financial adviser Stories

2014-02-03 12:24:49

Firm secures spot on exclusive list of independent registered advisors TULSA, Okla., Feb. 3, 2014 /PRNewswire/ -- Adams Hall Wealth Advisors, an independent wealth advisory firm headquartered in Tulsa, today announced the firm was included on Financial Planning magazine's third annual list of RIA Leaders: 100 Top Fee-Only Firms. The Financial Planning rankings seek to identify the most independent RIA firms that provide holistic planning directly to individuals. That comprehensive,...

2014-01-31 23:28:35

Registering a broker-dealer is not usually a DIY project, though some do manage to go the distance alone. SDDCO Regulatory Services LLC lays down the building blocks of the filing process for those who wish to get started or get some expert assistance. New York, NY (PRWEB) January 31, 2014 Registering a broker-dealer is not usually a DIY project, though some do manage to go the distance alone. SDDCO Regulatory Services LLC (SDDCO-RS) of The SDDCO Group lays down the building blocks of...

2014-01-30 16:25:07

PHILADELPHIA, Jan. 30, 2014 /PRNewswire/ -- SSG Capital Advisors, LLC ("SSG"), a leading independent special situations investment bank, announced that it served as the investment banker and financial advisor to FriendFinder Networks Inc. ("FFN" or the "Company") in the restructuring of FFN's $234.3 million senior secured notes and $329.6 million second lien notes pursuant to a Chapter 11 Plan of Reorganization (the "Plan") in the U.S. Bankruptcy Court for the District of Delaware....

2014-01-29 16:31:35

Research Tool for Evolving World Growth Fund NAPERVILLE, Ill., Jan. 29, 2014 /PRNewswire/ -- Calamos Investments®* today announced the official launch of a new microsite to help financial advisors better educate their clients and navigate the volatile investment landscape of the emerging markets with the risk-managed Calamos Evolving World Growth Fund (A shares: CNWGX; B Shares: CNWZX; I shares: CNWDX; R shares: CNWIX). The website address is www.evolvingworldgrowth.com. The microsite takes...

2014-01-29 08:35:39

RALEIGH, N.C., Jan. 29, 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 limited release of Junxure Cloud(TM), its comprehensive, cloud-based CRM solution for financial advisors. Effective January 31, the initial release will allow a limited number of advisory firms to begin using Junxure Cloud with hands-on support from Junxure specialists to...

2014-01-28 23:04:26

Clearing provider enhances NetX360 platform to allow financial advisors to securely open accounts online using the industry's leading digital signature technology. Chattanooga, TN (PRWEB) January 28, 2014 SIGNiX, the leading provider of secure digital signature services, today announced that Pershing LLC, the financial services industry's global business solutions provider, has chosen to embed SIGNiX’s electronic signature features into NetX360®, Pershing’s online...

2014-01-28 12:32:23

Integration with Finance Logix provides financial advisors with a holistic solution for wealth management clients CONCORD, Calif., Jan. 28, 2014 /PRNewswire/ -- AssetMark, Inc., a leading strategic provider of innovative investment and consulting solutions serving financial advisors, announced today that it has provided access to integrated financial planning capabilities through its eWealthManager investment platform for financial advisors. The new enhancements, provided through a...

2014-01-28 12:32:05

New clients and strong performance by Trust Company RIAs drive strong results DENVER, Jan. 28, 2014 /PRNewswire/ -- Trust Company of America, the only independent RIA custodian offering fully integrated real-time technology, consultative services and back office support built exclusively for RIAs, today announced that assets under custody in 2013 grew to a record $13.2 billion from $11.4 billion on an increase in new client arrangements and rapid growth of current RIA clients. In...

2014-01-28 08:28:50

Orion Engage Enables Advisors to Produce Personalized Video Reports That Strengthen Client Relationships OMAHA, Neb., Jan. 28, 2014 /PRNewswire/ -- Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service bureau, announces the release of a new web-based app, Orion Engage, which helps advisors communicate more effectively with clients by creating interactive videos that can present portfolio performance and other unique details specific to individual clients....

2014-01-27 12:21:20

NEW YORK, Jan. 27, 2014 /PRNewswire/ -- Delta Air Lines (NYSE: DAL: $31) has been picked by S&P Capital IQ as its Focus Stock of the Week. DAL carries S&P Capital IQ's highest investment recommendation of 5-STARS, or Strong Buy. "We think Delta, which is reaping the revenue and cost benefits of its 2008 merger with Northwest Airlines, has created an international route network that is generating a revenue advantage versus its U.S. airline peers, while at the same time...