Latest financial advisors Stories
SAN DIEGO, May 14, 2013 /PRNewswire/ -- Launched on May 1(st), 2013, and founded by industry professionals Phillip Flakes and Nicholas Gudz, Succession Link provides business consulting and an online marketplace for advisors who are interested in buying or selling their practices. (Logo: http://photos.prnewswire.com/prnh/20130514/LA13882LOGO) A key differentiation factor between Success Link and other buying/selling firms and services is that Succession Link does not charge...
RALEIGH, N.C., March 20, 2013 /PRNewswire/ -- Junxure (www.junxure.com), an industry-leading CRM solutions provider and practice improvement firm for financial advisors, today announced its latest release, Junxure Version 9.5, which enhances user experience, promotes workflow management and extends business development support. Release Highlights: Enhancements to Junxure(®) with Schwab OpenView Gateway(TM). Workflow and user experience benefits flow from a deeper Schwab Advisor...
Exclusive Conference Hosts Elite Gathering of Nation's Pre-eminent Financial Advisors and Industry Decision Makers ORLANDO, Fla., March 15, 2013 /PRNewswire/ -- Marc Edwards, Managing Director, and Elisabeth Boaz, Director of Marketing, attended the fifth-annual Barron's Top Independent Advisors Summit, hosted by Barron's magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the Ritz Carlton...
New software helps financial service professionals create easily customizable client portals so they can better engage and collaborate with their clients. BELLEVUE, Wash., March 5, 2013 /PRNewswire/ -- Balance Financial, a leading financial software and services company, unveiled a new solution designed to help financial advisors and other financial service professionals better leverage technology to scale their business and engage with clients. "Client facing technologies are...
WESTWOOD, Mass., Feb. 5, 2013 /PRNewswire-iReach/ -- Cash flow based financial planning is considered to be the "holy grail" of financial planning by personal financial advisors. A cash flow based financial plan essentially presents a comprehensive picture of a client's cash in-flow from different sources and cash out-flows for different needs over the expected lifespan of a client. This allows advisors to better plan for cash shortfalls and any surpluses. However, developing a cash...
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....
For many financial advisors, one of the most difficult parts of their job is finding new customers. With the help of Referral Mastery, financial advisor marketing becomes easier. Now, Referral Mastery has partnered with LAD Solutions to help promote their unique offering. Weston, FL (PRWEB) December 11, 2012 In today’s economy, financial advisors are playing an even more important role than ever before. People are concerned with how they should be saving for the future and they are...
IRVINE, Calif., Nov. 12, 2012 /PRNewswire/ -- LPL Financial today congratulated Sun Group Wealth Partners ("the firm"), a leading independent wealth management firm based in Irvine, CA, on the achievement of its goal of funding programming for approximately 1,000 families with children who have special needs in the Southern California area to attend Pretend City, a community-funded, non-profit children's educational museum. Sun Group Wealth Partners announced this achievement at...
SAN DIEGO, Oct. 24, 2012 /PRNewswire/ -- LPL Financial LLC, the nation's largest independent broker-dealer* and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today announced that Gerber Kawasaki Wealth & Investment Management has transitioned to the LPL Financial broker-dealer and hybrid RIA platforms, bringing approximately $175 million of client assets. Based in Santa Monica, CA, Gerber Kawasaki focuses on wealth management for established families...
