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Latest registered investment advisor Stories

2011-06-29 12:15:00

OAKLAND, Calif., June 29, 2011 /PRNewswire/ -- Bell Investment Advisors, a Bay Area registered investment advisory firm, today announced they are now offering the public a free white paper, "Business Succession Planning: A Short Course." Bell Investment Advisors regularly offers free white papers and webinars as part of an ongoing educational series. This recent white paper outlines the key factors a business owner must consider when planning to pass on the business. The paper examines...

2011-06-24 11:54:00

NEW YORK, June 24, 2011 /PRNewswire/ -- (http://www.myprgenie.com) -- Financial Planning, the monthly magazine and website serving independent financial advisors across the United States, today announced its 26th annual FP50 ranking of the nation's largest independent broker-dealers by revenue. Industry giant LPL Financial, with 2010 revenue of $2.9 billion, and Ameriprise Financial Services, with revenue of $2.5 billion, topped the FP50 list as it did last year. The two giants each...

2011-06-06 08:17:00

OMAHA, Neb., June 6, 2011 /PRNewswire/ -- Orion Advisor Services, LLC, a premier portfolio accounting service provider, announced the addition of one of the industry's premier investment firms to its client list. United Planners, a broker-dealer and registered investment advisor providing full brokerage, insurance, investment advisory services and retirement plan services, will utilize Orion's comprehensive back-office solutions to improve client service and portfolio management. (Logo:...

2011-04-27 09:47:00

NASHVILLE, Tenn., April 27, 2011 /PRNewswire/ -- Millennium Brokerage Group ("MBG") today announced the launch of Physicians 401k, a Multiple Employer Plan (MEP) designed specifically for physicians and their practices. Physicians 401k plan provides a number of advantages and efficiencies not available in standalone or individual employer plans. As a MEP, Physicians 401k plan reduces a physician's fiduciary liability, lowers their administrative fees, and provides top rated investment...

2011-04-27 07:30:00

SAN FRANCISCO, April 27, 2011 /PRNewswire/ -- At the company's 10th Anniversary Celebration Conference, National Advisors Trust Company today announced the addition of Envestnet UMA - a customizable solution that combines multiple investment products in one account registration - to its service offerings for the trust company's 130+ RIA shareholders. The solution will enable RIAs to simplify account maintenance while delivering portfolio options that are tailored to client risk profiles,...


Word of the Day
omadhaun
  • A fool; a simpleton: a term of abuse common in Ireland and to a less extent in the Gaelic-speaking parts of Scotland.
This word is partly Irish in origin.