Latest registered investment advisor Stories
Robert Dignan, CFP®, AIF® of CedarPoint Investment Advisors, a Delafield-based Investment Advisory and Financial Planning Firm, has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. Delafield, Wisconsin (PRWEB) February 20, 2013 Robert Dignan, CFP®, AIF® of CedarPoint Investment Advisors, a Delafield-based Investment Advisory and Financial Planning Firm, has...
Mary Dean, Marc Roland, and Andrew Russell were selected as 2013 Five Star Wealth Managers awarded by Five Star Professional and published in San Diego Magazine (January 2013). San Diego, Ranch Bernardo, Poway, Rancho Santa Fe, Escondido CA (PRWEB) February 19, 2013 Five Star Wealth Managers are a select group, representing less than 4 percent of the wealth managers in the San Diego area. To receive the Five Star Wealth Manager award, a wealth manager must satisfy objective eligibility...
SAN DIEGO, Feb. 12, 2013 /PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a full-service broker dealer and SEC Registered Investment Adviser providing customized investment and insurance solutions to credit unions, has launched a revised website to support its clients and their members with additional information on investment capabilities offered by credit unions. (Logo: http://photos.prnewswire.com/prnh/20111108/MM02908LOGO) The newly launched website features a...
CLEARWATER, Fla., Jan. 23, 2013 /PRNewswire/ -- Financial Prosperity Coach, P. Christopher Music, MBA, RFC, CWPP, CAPP, is the founder and President of Econologics Financial Advisors, a Registered Investment Advisory firm located in Clearwater, Florida. He is also the founder of Econologics Institute, his financial education company. For over two decades Music has evaluated the science of financial planning and has developed the next evolutionary phase of his industry in what he...
CP Capital Group, a Miami-based integrated financial services company serving individuals and institutions globally has executed an agreement with BSA Technologies to use RADAR®, a solution fully integrated with National Financial Services to perform client onboarding, automated risk rating, and transaction activity analysis to ensure compliance with new FINRA Rules 2090 and 2011 Miami, Florida (PRWEB) January 04, 2013 CP Capital Group has executed an agreement with BSA Technologies...
Independent wealth management firm in New Jersey changes firm's name to Douglas J Lyons Financial Group. Bay Head, New Jersey (PRWEB) December 01, 2012 The company’s new name Douglas J Lyons Financial Group better represents the capabilities and services of this wealth management firm. The name change also draws attention to the Founder, a 20 plus year resident of Bay Head NJ and a former resident of Little Silver NJ. Douglas J Lyons Financial Group is a Registered Investment...
WILTON, Conn., Nov. 28, 2012 /PRNewswire/ -- Private Client Resources (PCR), a leading solutions provider to Private Banks, Family Offices and RIA firms, has entered into a strategic partnership with eMoney Advisor, a pioneer in web-based wealth management and financial planning. The agreement will allow financial advisors to seamlessly incorporate data on their clients' alternative investments into their financial plans and strategies. "The advantage that PCR gives advisors using...
NEW YORK, Nov. 15, 2012 /PRNewswire/ -- FBC Holdings, Inc. (OTC Markets: FBCD) reports that it expects to announce an agreement with a celebrity spokesperson to endorse and promote its new FBC Flowboard. The spokesperson is a well-known, long time participant in the extreme sports arena and has competed internationally. A spokesman for the company said, "We will be able to introduce this new relationship shortly and believe that it will have a beneficial effect on future sales of...
LEAWOOD, Kan., Oct. 30, 2012 /PRNewswire/ -- Mariner Wealth Advisors, the wealth management firm led by chief executive officer Martin C. Bicknell - ranked nationally as a Top Ten Independent Financial Advisor by Barron's - today announced that it is expanding its wealth advisory team by partnering with RiverPoint Capital Management, located in Cincinnati, Ohio.* With 17 wealth management professionals, including eight advisors, RiverPoint's team has significant experience creating...
CHARLOTTE, N.C., Oct. 24, 2012 /PRNewswire/ -- As of July 1, Department of Labor regulations require all retirement plan sponsors to determine whether their service providers' fees are "reasonable" and share their findings with plan participants. This task is complex and confusing, so many plan sponsors are turning to fiduciary consultants for guidance and support. Finding a qualified consultant is difficult, however, because fiduciary consulting has no educational requirements or...
