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Last updated on April 19, 2014 at 9:20 EDT

Latest Financial adviser Stories

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...

2014-01-27 08:33:51

Openshaw: New Tech World Order means firms must show mastery to earn, retain public confidence; Offers advice for firms, investors NEW YORK, Jan. 27, 2014 /PRNewswire-USNewswire/ -- In the wake of tech failures in the financial industry involving electronic record-keeping, financial firms need a fresh mindset, says the president of Finect, the safe and compliant social media platform for financial professionals. At risk are investor safety, the ability of regulators to oversee...

2014-01-27 08:27:09

NEW YORK, Jan. 27, 2014 /PRNewswire/ -- Sports and Energy drinks continue to be one of the fastest growing soft drink categories in terms of volume and value, as consumers around the world are demanding functionality from their beverages (Euromonitor). The large disparity between sports and energy drinks in terms of volume and value (sports drinks dominate in volume terms, while energy drinks lead in value) is attributable to the high volume hydration function of sports drinks and...

2014-01-27 08:23:08

NEW YORK, Jan. 27, 2014 /PRNewswire/ -- The global consumer electronics market experienced steady growth at a CAGR (compound annual growth rate) of 3% from 2008-12. It is expect that by 2017, the global consumer electronics market is forecast to have revenues of $381.6 billion, representing an increase of 29.4% since 2012. Many companies are expected to benefit from the continued increase of revenues. Two companies stand out in this market that are undervalued and expected to increase...

2014-01-24 16:22:48

KNOXVILLE, Tenn., Jan. 24, 2014 /PRNewswire/ -- Securities Service Network has announced the launch of a redesigned version of its advisor portal, FOCALweb. The mission of the redesign was to enhance the underlying system architecture, to improve the advisors' experience and provide additional functionality, such as third-party system integrations and mobile access. Capitalizing on the new architecture, FOCALweb integrates with Redtail Technology for CRM integration, Quik! Forms for...

2014-01-24 08:22:21

NEW YORK, Jan. 24, 2014 /PRNewswire/ -- The global wireless telecommunication service market has grown significantly over the past five years. This rapidly growing market is expected to continue growth at a slower rate in the future, but is still expected to continue to exhibit positive growth. Globally wireless telecommunication market had total revenues of $977.6 billion in 2012, representing a compound annual growth rate (CAGR) of 5.3% between 2008 and 2012. The number of...

2014-01-23 23:03:53

Marks the Emergence of Digital Wealth Management San Francisco, CA (PRWEB) January 23, 2014 Personal Capital, the nation’s only digital wealth manager, is registering hyper-growth in assets under management, with sequential growth rates in excess of 10% month-over-month. “We zipped past the $350 million mark,” said CEO Bill Harris. “At this rate, we’ll have over one billion in assets before the end of the year. People hunger for a way to manage their money the same way they now...

2014-01-21 23:32:16

The Society of Certified Senior Advisors announces a new class location in Atlanta, Georgia for a live CSA training course. The CSA education program is designed to help professionals work more effectively with their senior clients in order to better serve and protect them. Denver, CO (PRWEB) January 21, 2014 The Society of Certified Senior Advisors (SCSA) announces a new class location for its bestselling Certified Senior Advisor (CSA) course in Atlanta, January, 28-31. The CSA course...