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Latest Financial adviser Stories

2014-05-01 12:28:52

Award winners to be recognized during Envestnet's 2014 Advisor Summit, May 14-16 in Chicago and featured in the July 2014 issue of Investment Advisor NEW YORK, May 1, 2014 /PRNewswire/ -- Investment Advisor, the leading publication for independent and independent-minded investment advisors and financial planners, and Envestnet, Inc. have partnered again to reveal the finalists in the 10(th) Annual Separately Managed Account (SMA) Manager of the Year Awards....

2014-05-01 08:46:07

Redesign Focuses on Visualization and Simplification of Data to Give Financial Advisors a Complete Picture of Their Clients' Wealth OMAHA, Neb., May 1, 2014 /PRNewswire/ -- Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service bureau, announces a complete redesign of the functionality and features of the client portal for its financial advisor clients. With this redesign, advisors have new capabilities to communicate more effectively with their clients, and...

2014-04-30 16:36:39

Links Wealth Management to Positive Social Change CHICAGO, April 30, 2014 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, has enhanced the capabilities of its Envestnet Impact Investing Solutions program, and now offers these impact investment services through its Portfolio Management Consultants group, Envestnet | PMC(®)....

2014-04-30 08:40:09

New whitepaper highlights growth of RIA Channel and offers providers a roadmap to capitalize on RIAs expanding influence and success LAKE SUCCESS, N.Y., April 30, 2014 /PRNewswire/ -- Total third-party long-term mutual fund and exchange traded fund (ETF) assets under management (AUM) totaled $8.8 trillion in the first quarter of 2014, surpassing the total for the fourth quarter of 2013 by 3.3 percent and increasing 12.6 percent from the first quarter of 2013, according to new data released...

2014-04-30 08:30:03

People Feel They're Moving Slowly in the Right Direction, but the Country as a Whole is "Stuck in Neutral" MILWAUKEE, April 30, 2014 /PRNewswire/ -- Americans feel slightly better about their financial circumstances today than they did a year ago, yet their optimism is tempered by the need to close a gap in their long-term savings and the continuing effects of the slow-growth economy. Forty-two percent of adults age 25 and older expect their financial situation to improve this year, though...

2014-04-29 23:17:31

Legacy Financial Advisors, FIVE STAR Wealth Manager, to provide a new disability portfolio review program. St. Louis Park, Minnesota (PRWEB) April 29, 2014 Legacy Financial Advisors has been providing their clients over 30 combined years of comprehensive wealth-management advice. Since they opened their doors, Legacy Financial Advisors have treated each client as a unique individual and taken a personal approach to their wealth management. Together, with MyDisabilityPlans, they are adding...

2014-04-28 12:27:13

Exclusive interviews and insights available in the May issue of Investment Advisor and online throughout the month on ThinkAdvisor.com NEW YORK, April 28, 2014 /PRNewswire/ -- Investment Advisor, the leading publication for independent and independent-minded investment advisors and financial planners, has announced the 12th annual IA 25: the 25 most influential people in and around the advisor community. Investment Advisor's editors selected these honorees for the impact they have had and...

2014-04-24 23:11:47

Suey and Yerba Buena Financial Partners, LLC Provide Next Level of Fiduciary Services San Francisco, CA (PRWEB) April 24, 2014 Local financial advisor Marilyn Suey has earned the Accredited Investment Fiduciary® (AIF®) designation. To receive the designation, Suey completed an educational program covering best practices for executing fiduciary responsibilities as well as legislation pertaining to the fiduciary process. “The AIF® designation is well-respected in the...

2014-04-23 16:25:33

NEW YORK, April 23, 2014 /PRNewswire-iReach/ -- Optimity Advisors today announced the first in a series of thought leadership Orange Papers now available on the Optimity website. Orange represents change. At Optimity, we understand change and apply innovative solutions to help our clients successfully manage change. Our white papers are referred to as Orange Papers as a reminder that at Optimity we focus on helping our clients successfully navigate change. The first series of Orange...

2014-04-22 23:00:17

The addition of the Small Business Retirement Plan Comparison Calculator expands the planning tools available through the Pershing LLC (Pershing) Retirement Resource Center in NetX360® helping advisors to address a broader range of retirement planning topics. New York, NY (PRWEB) April 23, 2014 Wealth Management Systems Inc. (WMSI) announced today that it has successfully launched the Small Business Retirement Plan Comparison Calculator within Pershing’s NetX360 Retirement Resource...


Word of the Day
toccata
  • In music, a work for a keyboard-instrument, like the pianoforte or organ, originally intended to utilize and display varieties of touch: but the term has been extended so as to include many irregular works, similar to the prelude, the fantasia, and the improvisation.
This word is Italian in origin, coming from the feminine past participle of 'toccare,' to touch.
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