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Latest registered investment advisor Stories

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,...

2011-04-27 08:00:00

JERSEY CITY, N.J., April 27, 2011 /PRNewswire/ -- Pershing Advisor Solutions LLC, a BNY Mellon company, announced today the availability of a new independent study, Real Deals 2010: Definitive Information on Mergers and Acquisitions for Advisors, that provides an in-depth analysis of important trends shaping the merger and acquisition (M&A) marketplace in the advisory industry. The study finds that M&A activity among firms with more than $500,000 in revenue was flat in 2010,...

2011-03-08 09:06:00

CHICAGO, March 8, 2011 /PRNewswire/ -- Harris today announced the launch of its signature financial education program, Helping Make Money Make Sense, designed to educate and empower people to take control of their finances. The program's website, HelpingMakeMoneyMakeSense.com, provides tools and resources to help improve the financial outlook of individuals and small business owners at virtually every stage of life. Part of a three-year partnership between Harris and the Tribune Media...

2011-02-09 10:47:00

CHICAGO, Feb. 9, 2011 /PRNewswire/ -- Harris myCFO Investment Advisory Services, LLC has been ranked seventh in Forbes' ranking of registered investment advisors (RIA). Forbes' annual ranking, which was announced in January 2011, lists the country's top fee-only firms ranked by discretionary assets under management (as of the March 31, 2010 SEC Form ADV filing). Harris myCFO Investment Advisory Services, LLC, an SEC registered investment advisor has $7.27 billion assets under management...

2011-01-21 13:44:00

OAKLAND, Calif., Jan. 21, 2011 /PRNewswire/ -- Bell Investment Advisors, a Bay Area registered investment advisory firm, is proud to unveil its new Career and Life Coaching blog that promises to bring a unique perspective and context to the conversation in the marketplace about career and other life issues. This forum is all about you getting clear about who you are, what you want, and then developing an actionable plan to make that happen. Bonnie Bell has been having profound and...

2010-12-21 00:01:52

Carolyn F. Bell, Vice President at Stanford Investment Group, Inc., will be retiring at the end of 2010. Mountain View, CA (PRWEB) December 20, 2010 The partners and colleagues at Stanford Investment Group, Inc. congratulate Carolyn Bell on her retirement as she departs to pursue other lifelong interests. Carolyn Bell has been with Stanford Investment Group, Inc. since 1998, serving as Vice President of the firm since 2001. Prior to entering the wealth management industry she held various...

2010-12-19 00:26:03

CalSTRS awards fiduciary advisory services contract to Matthew D. Hutcheson, LLC. Sacramento, CA (PRWEB) December 17, 2010 The California State Teachers' Retirement System (CalSTRS) has awarded a contract to Matthew D. Hutcheson, LLC to provide fiduciary advisory services for its Registered Investment Advisor Program for California educators. Matthew D. Hutcheson is a professional independent fiduciary frequently appointed by plan sponsors, legal counsel, and federal courts to assume...

2010-12-16 13:00:00

JERSEY CITY, N.J., Dec. 16, 2010 /PRNewswire/ -- Pershing Advisor Solutions LLC, a BNY Mellon company, announced today the availability of a new independent study, Creating Growth: The Rewards and Challenges of the Multi-Location Model, that provides registered investment advisor (RIA) firms with in-depth research and guidance on how they can expand business opportunities by establishing or acquiring offices in different markets. According to FA Insight, multiple-office firms stretching...


Word of the Day
drawcansir
  • A blustering, bullying fellow; a pot-valiant braggart; a bully.
This word is named for Draw-Can-Sir, a character in George Villiers' 17th century play The Rehearsal.
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