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Last updated on April 17, 2014 at 21:21 EDT

Latest financial advisors Stories

2014-04-16 23:03:32

Wedbush Wealth Management Platform enhances proposal generation, trade order management, advisor driven financial modeling, research and performance reporting capabilities; Enhanced technology platform complements the firm’s variety of wealth management offerings including a Mutual Fund Advisory strategy and Unified Managed Account programs Los Angeles, CA (PRWEB) April 16, 2014 Wedbush Securities, one of the nation’s leading financial services providers, today announced a series of...

2014-03-27 23:23:38

Pem Guerry, executive vice president of SIGNiX, will speak to financial advisors in a session called “E-Signature Myths—Busted!” Chattanooga, Tenn. (PRWEB) March 27, 2014 SIGNiX, the global authority on secure digital signatures, announced that Pem Guerry, the company’s executive vice president, will present “E-Signature Myths—Busted!” at the TechLeaders 2014 conference in Irving, Texas, on April 2. Guerry will discuss the myths of e-signatures and the future of electronic...

2014-03-25 23:23:17

Kiss Trust Now Offers an Entire Trust Suite of Financial Advisor Solutions Bel Air, MD (PRWEB) March 25, 2014 Eastern Point Trust Company, the leader in online trust creation and administration, announces Kiss Trust’s support for use by fee based financial advisors to address client’s trust needs. Kiss Trust now offers a comprehensive set of trust options including: Fully Customizable Trust, Special Needs Trust, Restricted Trust, Memorial Trust, Supplement Needs Trust, HESM Trust,...

2014-03-20 23:24:29

Aragon brings 14 years of retirement industry experience to JULY’s Southeast presence. Waco, TX (PRWEB) March 20, 2014 July Business Services, a leading national retirement plan provider, has expanded its national advisor support team with its hire of Cassie Aragon as the company’s Southeast Regional Sales Consultant. Aragon joins a growing team of regional business development leaders that provide expert support to financial advisors and TPA partners on all facets of the sales...

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...

2014-02-12 08:34:23

Financial advisors can take advantage of this free software to effectively advise their clients on retirement planning. WESTWOOD, Mass., Feb. 12, 2014 /PRNewswire-iReach/ -- Approximately 10,000 Americans retire every day. A vast majority of them (~ 85%) will have difficulties in financing their retirement. With pension plans disappearing and lack of savings in personal retirement accounts, the Social Security benefits will be the lifeline for many people. With increasing longevity,...

2014-02-11 12:29:11

Financial advisors now have access to the collaborative, social, and outrageously simple design of web-based CRM at www.Wealthbox.com. NEW YORK, Feb. 11, 2014 /PRNewswire/ -- Client relationships can be complex, managing them doesn't have to be. Wealthbox CRM announced today that it is ushering in a new era of customer relationship management (CRM) for financial advisors. The clunky complexity of a traditional CRM has been stripped and replaced with a simplified interface design that elevates...

2014-02-06 08:35:42

Together goalgamiPro® and Orion Connect provide enhanced financial planning, CRM and reporting capabilities WALNUT CREEK, Calif., Feb. 6, 2014 /PRNewswire/ -- Advisor Software, Inc. ("ASI"), a provider of wealth management solutions for the financial advisor market, announced today a partnership with Orion Advisor Services, LLC ("Orion") to integrate the two companies' software applications for financial advisors. (Logo: http://photos.prnewswire.com/prnh/20110525/NY08221LOGO)...

2014-01-28 12:32:23

Integration with Finance Logix provides financial advisors with a holistic solution for wealth management clients CONCORD, Calif., Jan. 28, 2014 /PRNewswire/ -- AssetMark, Inc., a leading strategic provider of innovative investment and consulting solutions serving financial advisors, announced today that it has provided access to integrated financial planning capabilities through its eWealthManager investment platform for financial advisors. The new enhancements, provided through a...

2014-01-16 16:27:28

Ground-Breaking Web Sharing Capabilities Will Enhance the Client Experience CONSHOHOCKEN, Pa., Jan. 16, 2014 /PRNewswire/ -- eMoney Advisor ("eMoney"), a leading provider of advanced wealth and goal-planning solutions for financial advisors, has announced a strategic partnership with Firefly, an innovator in seamless web-sharing capabilities. Co-browsing is gaining momentum in customer support and sales organizations, and now eMoney and Firefly are leading the charge for...