Latest Financial adviser Stories
RALEIGH, N.C., Jan. 15, 2013 /PRNewswire/ -- Junxure CRM (www.junxure.com) Co-Founder and President Greg Friedman today announced the first Junxure Advisor Conference, "Gaining TraXion in Your Business," to be held at the Hilton Dallas Anatole from Sept. 16-17. Junxure is an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training. The Junxure Advisor Conference brings together the leaders of the advisor community -...
WASHINGTON, Jan. 7, 2013 /PRNewswire-iReach/ -- Optimity Advisors announced today that they will be sponsoring an online webinar January 17(th) 2013 entitled "Digital Asset Management (DAM) For The New Healthcare Stakeholder. This webinar will help healthcare organizations and providers understand how to quickly and easily provide a single, integrated platform to communicate relevant information to any healthcare audience in any channel at any time. With dramatic changes underway...
NEW YORK, Jan. 7, 2013 /PRNewswire/ -- Allergan Inc. (NYSE: AGN $98) has been picked by S&P Capital IQ as its Focus Stock of the Week. AGN carries S&P Capital IQ's highest investment recommendation of 5-STARS, or Strong Buy. "We see solid growth prospects in Allergan's core Botox and ophthalmic pharmaceutical franchises, and an advancing pipeline that we expect to spawn multiple drivers over the coming years," said Herman Saftlas, equity analyst at S&P Capital IQ....
NEW YORK, Jan. 7, 2013 /PRNewswire/ -- TheStreet (NASDAQ: TST), a leading digital publisher of investment and financial news, today announced that it ranks first among financial media websites for delivering Certified Financial Advisors, according to the most recent comScore Media Metrix analysis (November 2012). TheStreet also leads financial media sites including Forbes.com, WSJ.com, Bloomberg.com, Yahoo! Finance, and CNNMoney in delivering financial professionals and high...
CP Capital Group, a Miami-based integrated financial services company serving individuals and institutions globally has executed an agreement with BSA Technologies to use RADAR®, a solution fully integrated with National Financial Services to perform client onboarding, automated risk rating, and transaction activity analysis to ensure compliance with new FINRA Rules 2090 and 2011 Miami, Florida (PRWEB) January 04, 2013 CP Capital Group has executed an agreement with BSA Technologies...
OMAHA, Neb. and DES MOINES, Iowa, Jan. 3, 2013 /PRNewswire/ -- Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service provider, announced today that it has integrated services with Orchestrate, LLC ("Orchestrate"), the creator of ProcessComposer®, in a partnership to leverage both firms' technology built by advisors for advisors. (Logo: http://photos.prnewswire.com/prnh/20101115/NY01419LOGO ) Both Orion and Orchestrate were originally created by investment...
SINGAPORE, Dec. 27, 2012 /PRNewswire/ -- www.iCompareLoan.com, a Singapore Home Loan reporting tool for Financial Advisors, Property agents and Mortgage Brokers, is pleased to announce an introducer partnership with PromiseLand Independent. Under part of this loan introducer partnership, PromiseLand Independent will use www.iCompareLoan.com/consultant home loan reporting platform to provide up-to-date Commercial loan and home loan rates to all of PromiseLand's financial advisors who...
BELLEVUE, Wash., Dec. 27, 2012 /PRNewswire/ -- Business Bio Expert Nancy Juetten is on a mission to cure "boring business bio syndrome" for financial services professionals and others serious about attracting new business in the New Year. "A business bio is a terrible thing to waste," Juetten says. "My prescription is for financial advisors and service professionals to describe who they serve, what they offer, and why it matters to capture attention and build a trust right away....
BRISBANE, Australia, Dec. 19, 2012 /PRNewswire/ -- Over the last few years there can be no doubt that social media has changed the way that we operate as individuals and as a society. Yet the impact on professional and financial services (beyond retail banking) has been almost non-existent. This is because of a fear and fundamental misunderstanding about what social media means to the individual professionals themselves. Baz Gardner, founder of The Social Adviser and himself a former...
NEW YORK, Dec. 19, 2012 /PRNewswire/ -- Zaim Hajdari, a New York City-based wealth manager, is offering advice to his clients amidst the confusion and anxiety surrounding the upcoming "fiscal cliff": The expiration of the Bush-era tax cuts and the end of the 2% reduction in payroll taxes. For example, next year, the 33% and 35% tax rates are scheduled to increase to 36% and 39.6%, respectively. When appropriate, Hajdari has been encouraging clients to sell highly appreciated stock...
