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Latest registered investment advisor Stories

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...

2014-01-27 12:21:20

NEW YORK, Jan. 27, 2014 /PRNewswire/ -- Delta Air Lines (NYSE: DAL: $31) has been picked by S&P Capital IQ as its Focus Stock of the Week. DAL carries S&P Capital IQ's highest investment recommendation of 5-STARS, or Strong Buy. "We think Delta, which is reaping the revenue and cost benefits of its 2008 merger with Northwest Airlines, has created an international route network that is generating a revenue advantage versus its U.S. airline peers, while at the same time...

2014-01-09 23:22:21

Managing rep-registration, licensing and regulatory compliance in a centralized database improves efficiency, accuracy and timeliness Skokie, IL (PRWEB) January 09, 2014 National Regulatory Services (NRS), part of Accuity, today released an enhanced version of the Rep Insight Module, an upgraded module of the ComplianceMAX™ (cMAX) technology platform. The module enables broker-dealers and dually-registered investment advisers to efficiently manage, through one centralized database,...

2013-11-07 23:22:14

Hearst Media announces Barnum Financial Group voted one of the best places to work in Connecticut for the second year in a row. Shelton, CT (PRWEB) November 07, 2013 For the second straight year, Barnum Financial Group (BFG) has been chosen as one of the best places to work in Connecticut. The firm provides comprehensive financial services to over 230,000 clients, including individuals and small businesses, corporations, government entities, non-for-profit organizations and their...


Word of the Day
lunula
  • A small crescent-shaped structure or marking, especially the white area at the base of a fingernail that resembles a half-moon.
This word is a diminutive of the Latin 'luna,' moon.
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