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Latest registered investment advisor Stories

2014-05-28 08:39:20

Risk Profile Technology Available to All UP Advisors SACRAMENTO, Calif., May 28, 2014 /PRNewswire-iReach/ -- United Planners Financial Services (UP), a national RIA and independent broker-dealer partnership with more than 350 advisors nationwide, and Riskalyze, the creator of the Risk Number(TM), today announced a partnership to equip every UP advisor with industry-leading Client Risk Profile technology to pinpoint client risk tolerance. This groundbreaking technology will be...

2014-05-23 23:10:45

Marilyn Suey Specializing in Retirement Planning San Francisco, CA (PRWEB) May 23, 2014 Local financial advisor Marilyn Suey has earned the Accredited Investment Fiduciary® (AIF®) designation. To receive the designation, Suey completed an educational program covering best practices for executing fiduciary responsibilities as well as legislation pertaining to the fiduciary process. “The AIF® designation is well-respected in the financial services field,” said Marilyn....

2014-05-06 23:02:55

Managed Assets Grow 400% in Twelve Months San Francisco, CA (PRWEB) May 06, 2014 Personal Capital announced it is now managing in excess of $500 million of investment assets for its clients – a striking growth rate of 400% over the past year. Personal Capital is a new type of financial advisor, pioneering digital wealth management. “Our clients want financial advice that is both digital and personal. Digital via our web and mobile apps. Personal via our financial advisors,” said...

2014-05-01 23:10:00

Wealth management and financial planning firm Money Concepts International Inc., will automate its client onboarding process with SIGNiX’s digital signature service. Chattanooga, Tenn. (PRWEB) May 01, 2014 SIGNiX, the top digital signature vendor for the financial services industry, announced today that Money Concepts International Inc., a Florida-based wealth management and financial planning firm, will use SIGNiX’s electronic signature service to streamline its client onboarding...

2014-04-24 23:11:47

Suey and Yerba Buena Financial Partners, LLC Provide Next Level of Fiduciary Services San Francisco, CA (PRWEB) April 24, 2014 Local financial advisor Marilyn Suey has earned the Accredited Investment Fiduciary® (AIF®) designation. To receive the designation, Suey completed an educational program covering best practices for executing fiduciary responsibilities as well as legislation pertaining to the fiduciary process. “The AIF® designation is well-respected in the...

2014-03-20 23:30:49

Douglas Lyons of Douglas J Lyons Financial Group achieves important designation of Certified Divorce Financial Analyst™. Red Bank, NJ (PRWEB) March 20, 2014 Douglas J Lyons recently completed a specialized educational program in professional divorce analysis and is now a Certified Divorce Financial Analyst™. Mr. Lyons is trained to provide financial information and assistance to people going through a divorce. He evaluates the tax implications of dividing property and the financial...

2014-02-26 12:26:56

Electronic client data gathering tool linked to needs analysis and application generation systems BOSTON, Feb. 26, 2014 /PRNewswire/ -- Signator Investors, Inc., powered by John Hancock Financial Network, has rolled out eFactfinder, a web-based data gathering tool linked to Signator's key business processing platforms, in order to make the client discovery process -- including fact finding, needs analysis and account opening -- a seamless integrated process. With eFactfinder, an...

2014-02-25 23:00:42

Dale Wiethe Joins the HORAN Capital Advisors Team Cincinnati, OH (PRWEB) February 25, 2014 HORAN Capital Advisors (HCA), an SEC registered investment advisory firm dedicated to high-net worth and institutional asset management clients, is proud to welcome Dale Wiethe as a Senior Portfolio Manager. Dale has been in the investment management business for 23 years, and has held the position of portfolio manager for high net worth individuals, foundations, endowments, corporate pension and...

2014-02-25 12:25:47

Brian Vosberg CFP®, ChFC, CLU, EA, wealth manager, shares his unique expertise in new book, uncovering little-known facts about maximizing Social Security Benefits GLENDORA, Calif., Feb. 25, 2014 /PRNewswire/ -- CERTIFIED FINANCIAL PLANNER(TM) Brian Vosberg has just launched a new book designed to give retirees and near-retirees the necessary information to get the most out of social security benefits. As founder and president of Vosberg & Associates (www.VosbergAssociates.com),...

2014-01-28 12:32:05

New clients and strong performance by Trust Company RIAs drive strong results DENVER, Jan. 28, 2014 /PRNewswire/ -- Trust Company of America, the only independent RIA custodian offering fully integrated real-time technology, consultative services and back office support built exclusively for RIAs, today announced that assets under custody in 2013 grew to a record $13.2 billion from $11.4 billion on an increase in new client arrangements and rapid growth of current RIA clients. In...


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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