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Latest financial advisor Stories

2014-09-18 08:33:02

Investment Leverages Docupace Solutions to Provide Financial Advisors with Streamlined New Business Processing, Client On-Boarding and Document Storage and Retrieval Solutions NEW YORK, Sept. 18, 2014 /PRNewswire/ -- RCS Capital Corporation ("RCAP" or the "Company") (NYSE: RCAP) announced today that it has entered into an agreement to acquire a majority interest in Docupace Technologies (Docupace), a pioneer in providing integrated, electronic processing technologies and systems for financial...

2014-09-17 08:26:28

CHICAGO, Sept. 17, 2014 /PRNewswire/ -- Paul A. Pagnato, Founder of Pagnato Karp at HighTower, recently shared insights with fellow financial industry leaders during the Barron's 2014 Top Financial Advisors Summit. Mr. Pagnato was honored by Barron's as one of the Top 100 Financial Advisors for 2014. The event, held on September 10(th) in Orlando, marked his seventh invitation to speak at a Barron's conference. Mr. Pagnato was featured in a workshop session dedicated to team...

2014-09-15 23:04:40

The latest version of the Advisor Briefcase® marketing communications tool was released today from Advicent Solutions, Milwaukee-based SaaS provider for the financial services industry. Updated features of the tool will allow financial advisors to promote their brand in email communications, streamline their process for meeting industry regulatory standards and gain free access to self-serve training resources. Milwaukee, WI (PRWEB) September 15, 2014 The latest version of the...

2014-09-10 08:38:13

Cutting-Edge Advisor Xi® Advisory Practice Management Platform Streamlines Operations CHICAGO, Sept. 10, 2014 /PRNewswire/ -- Envestnet | Tamarac((TM)), a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, announces that Beacon Pointe Advisors, one of the largest independent registered investment advisors (RIAs) in the nation, has chosen Tamarac's Advisor...

2014-08-25 23:11:58

The rapid growth and funding of online investment advisors called ‘robo-advisors’, reflects a strong demand for low cost, simplified investment management services. Building off their momentum, a firm called Invessence is now arming the best human advisors with the best robot technology. New York, NY (PRWEB) August 25, 2014 Invessence, as in “the essence of investing”, is an early stage financial technology company that has launched a new investment management platform for...

2014-08-19 08:37:28

FinTech Industry Veteran Possesses Strong Track Record of Enhancing Client Relationships WALNUT CREEK, Calif., Aug. 19, 2014 /PRNewswire/ -- Advisor Software, Inc. ("ASI"), a provider of web-based wealth management solutions for today's financial advisor, announces that Charles Brown has joined the firm as Vice President of Business Development. He is based on the East Coast and will be part of ASI's national sales team. http://photos.prnewswire.com/prnvar/20110525/NY08221LOGO Mr. Brown will...

2014-08-11 16:24:58

AdviceIQ will provide ACC's 147,000 members with useful personal finance and investing content written by the nation's top financial advisors. SAN DIEGO and NEW YORK, Aug. 11, 2014 /PRNewswire/ -- American Consumer Council (ACC), a non-profit membership organization dedicated to consumer education, advocacy and financial literacy has partnered with AdviceIQ to provide ACC members with easy access to personal finance and investing guidance articles online. With thousands of...

2014-07-16 23:07:26

Independent broker dealer announces completion of Morningstar Office implementation for its reps/advisors. Madison, WI (PRWEB) July 16, 2014 Harbour Investments, Inc., a Madison, Wisconsin-based independent broker dealer and registered investment advisor, is pleased to announce that it has completed the implementation of Morningstar Office, a complete practice and portfolio management system for independent financial advisors. This single, all-inclusive platform is designed to support the...

2014-06-30 16:25:29

PowerUP through Efficiency and Laser-Like Focus is 2014 Theme SCOTTSDALE, Ariz., June 30, 2014 /PRNewswire-iReach/ -- United Planners Financial Services (UP), a national RIA and independent broker-dealer partnership with more than 350 advisors nationwide, hosted its annual conference at the Arizona Biltmore, May 28 - June 1, 2014. Photo - http://photos.prnewswire.com/prnh/20140630/123047 "United Planners partners and advisors look forward to our annual conference both for reconnecting with...

2014-06-27 20:21:16

Successful advisors focus on relevancy and timely delivery of client communications over office meetings OMAHA, Neb., June 27, 2014 /PRNewswire-iReach/ -- If research and anecdotal evidence continues to point to a lack of communication as the top reason investors fire their financial advisor, then why are advisors meeting face-to-face less often with their clients? Flexible, more efficient alternatives are on the rise. Photo - http://photos.prnewswire.com/prnh/20140627/122568 According to the...


Word of the Day
omphalos
  • The navel or umbilicus.
  • In Greek archaeology: A central boss, as on a shield, a bowl, etc.
  • A sacred stone in the temple of Apollo at Delphi, believed by the Greeks to mark the 'navel' or exact center-point of the earth.
'Omphalos' comes from the ancient Greek.
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