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...

Word of the Day
  • A cloth or covering, more or less ornamented, laid over the saddle or furniture of a horse, especially of a sumpter-horse or horse of state.
  • Clothing, especially sumptuous clothing; equipment; outfit.
  • To cover with a caparison, as a horse.
  • To dress sumptuously; adorn with rich dress.
This word ultimately comes from the Medieval Latin 'cappa,' cloak.