Quantcast
Last updated on April 20, 2014 at 14:04 EDT

Latest financial advisor Stories

2014-04-14 12:29:10

Companies join forces to provide unique content for the wealth management industry COLUMBUS, Ohio, April 14, 2014 /PRNewswire/ -- AdvisorHUB, the first-of-its-kind financial advisor deal app, has partnered with Penton Media, a professional information services company and the largest of its kind in the United States. The companies have signed an agreement to create and share regular content for the first partnership of its kind in the industry, hosted on the WealthManagement.com...

2014-04-08 08:37:42

Company's Annual Conference Rapidly Becoming One of the Industry's Most Anticipated Events, With Over 1,200 Attendees Expected This Year CHICAGO, April 8, 2014 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, will host the "2014 Envestnet Advisor Summit: The Next Big Idea" from May 14-16, 2014 at the Hilton Chicago. With more than 1,200 attendees anticipated this year,...

2014-04-01 23:26:24

Aptos firm’s mission is to mentor financial professionals to help consumers make smarter Social Security income election decisions. Aptos, CA (PRWEB) April 01, 2014 ClientFirst Financial, a leading financial services marketing firm in the Social Security income planning niche for financial professionals has reached milestone markers in its growth, now tracking over 3,000 subscribers. The addition of an online membership offering to its foundational product, the Social Security canGROW...

2014-03-18 16:24:14

NAPLES, Fla., March 18, 2014 /PRNewswire/ -- Thomas Moran, Managing Director-Investments and founding member of the Moran Edwards Asset Management Group of Wells Fargo Advisors in Naples, Florida, has been named by Barron's as the #1 Advisor in Southwest Florida in its list of Top 1,200 Advisors. The Barron's Top 1,200 Advisors ranking is based on data provided by over 4,000 of the nation's most productive advisors. Factors taken into consideration include assets under management,...

2014-03-06 23:29:39

Via the new website, Wela plans to deliver the financial advisor experience and services to the next generation of investors in the way that those consumers want to receive advice – face-to-face online. Wela is attempting to reach a younger generation of clientele and to encourage them to start saving and investing earlier than ever before. Atlanta, Georgia (PRWEB) March 06, 2014 Wela, an Atlanta-based RIA, announced today that it has launched a new website, http://www.YourWela.com. Via...

2014-03-04 08:30:29

Omaha Native and Barron's Top 10 Financial Advisor Supports the College's Work to Prepare Next Generation of Financial Advisors to Hit the Ground Running OMAHA, Neb., March 4, 2014 /PRNewswire-iReach/ -- Ron Carson announced today that he has been appointed to The American College of Financial Services board of trustees. Carson, the founder and CEO of Carson Wealth Management Group, Peak Advisor Alliance and Carson Institutional Alliance will join the group for a three-year term....

2014-02-26 12:28:54

Provides Business Health's mini HealthCheck for free and adds new Facebook content themes BOSTON, Feb. 26, 2014 /PRNewswire/ -- Signator Investors, Inc., powered by John Hancock Financial Network, has enhanced its website, blog and Facebook presence in an effort to become a leading resource on practice management and other advisor-focused topics. New Online Practice Management Assessment Tool In an effort to attract advisor viewers interested in improving their practices, Signator is also...

2014-02-19 12:31:54

CONSHOHOCKEN, Pa., Feb. 19, 2014 /PRNewswire/ -- eMoney Advisor ("eMoney"), a leading provider of advanced wealth planning solutions for financial advisors, announced a new software release with several enhancements to make financial planning more streamlined, intuitive and precise. eMoney's latest upgrade includes a brand new estate planning feature that is part of the interactive planning environment, DecisionCENTER. This enhancement provides a clear and customizable picture of...

2014-02-13 00:20:51

New Directory Provides Unbiased Information on Thousands of Investment Advisors and Firms WASHINGTON, Feb. 13, 2014 /PRNewswire/ -- U.S. News & World Report, a nationally recognized publisher of consumer advice and rankings, today released the U.S. News Advisor Finder, a directory of 320,000 active investment advisors and 10,000 advisory firms. (Logo: http://photos.prnewswire.com/prnh/20100603/PH13717LOGO) Unlike a number of existing advisor directories - which require payment...

2014-02-12 12:28:14

White Paper on Social Media and Digital Marketing Tools for Financial Advisors Unveiled at T3 Technology Conference ANAHEIM, Calif., Feb. 12, 2014 /PRNewswire-iReach/ -- Industry productivity expert, Dr. David Lawrence, today revealed the results of an independent study he conducted on social media and digital marketing options for financial advisors. The study, which was unveiled during a presentation today at the T3 Technology Tools for Today(TM) conference, found that patching...