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Last updated on April 19, 2014 at 1:20 EDT

Latest registered investment advisor Stories

2013-05-06 12:29:44

Nationally Recognized Wealth Management Services Now Available to Anyone, Regardless of Location ROCKFORD, Ill., May 6, 2013 /PRNewswire/ -- Savant Capital Management, a fee-only wealth management firm with nine offices in three states, is now offering its successful, time-tested investment and planning advice to online investors through a new service: eSavant Advisor. As one of the industry's first online financial planning, investment and wealth management firms,...

2013-05-06 12:24:14

Retirement Manager offers individualized, tax-efficient retirement drawdown strategy, enhanced liability-driven portfolio methodology, and more holistic advice CHICAGO, May 6, 2013 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has announced the next generation of Morningstar(®) Retirement Manager(SM), an advice and managed account service for defined contribution participants in the United States. Together, Morningstar's...

2013-04-30 12:31:00

DENVER, April 30, 2013 /PRNewswire/ -- Trust Company of America, an independent technology and custody provider for RIAs, announced today that it has entered into a strategic alliance with RIA in a Box, the industry-leading RIA registration and compliance firm. RIA in a Box serves RIAs looking to start a career in the industry or break away from the wirehouse model. The alliance is an important addition to Trust Company of America's Advisor Pathways program, which assists RIAs in choosing...

2013-04-30 12:30:25

JERSEY CITY, N.J., April 30, 2013 /PRNewswire/ -- Pershing LLC, a BNY Mellon company, today announced that the company's industry-leading technology platform for advisors, NetX360(®), now runs on Microsoft's new Surface(TM) Pro tablet. The availability and compatibility of NetX360 on the Surface Pro will help advisors manage their business more effectively and efficiently while working in the office or on the road. On the Surface Pro tablet, NetX360 runs on the Windows(®) 8 Pro...

2013-04-04 12:25:06

JERSEY CITY, N.J., April 4, 2013 /PRNewswire/ -- Pershing LLC, a BNY Mellon company, released a new guidebook today that offers advisors the strategic framework to successfully create client loyalty, network effectively and maximize marketing opportunities. Entitled "An Advisor's Guide to Becoming a Stronger Wealth Manager," the guidebook is designed to help advisors to grow their businesses by strengthening current client relationships and establishing new ones. "Over the past few years...

2013-02-27 08:27:36

BOSTON, Feb. 27, 2013 /PRNewswire/ -- LPL Financial LLC - the nation's largest independent broker-dealer, a leading RIA custodian, institutional service provider and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA) - today announced the selection of Bernstein-Rein as its marketing/communications agency of record after a comprehensive review process. Based in Kansas City, Mo., Bernstein-Rein (BR) will provide strategic and execution support across the...

2013-02-22 08:22:52

SOLON, Ohio, Feb. 22, 2013 /PRNewswire/ -- With over 20 years of dedicated experience in financial services, Jeff Cirino, RIA, ChFC, is the founder and CEO of Alpha Planning & Financial, Inc., a leading financial services firm based in Ohio. As an investment advisor with a unique approach, Cirino has set himself apart from the myriad of financial planners in the industry by helping people make better financial decisions by using a logical and rational process rather than using...

2013-02-20 23:02:28

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 been awarded...

2013-02-19 23:00:17

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 and...

2013-02-12 12:24:27

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 corporate section...