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Latest registered investment advisor Stories

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...

2013-10-03 23:30:31

Total regulatory assets under management reported by SEC-registered investment advisers increased significantly to $54.8 trillion from $49.4 trillion. SEC-registered firms employ more than 700,000 professionals and serve more than 25 million individual and institutional clients. Washington, DC and Lakeville, CT (PRWEB) October 03, 2013 The Investment Adviser Association (IAA) and National Regulatory Services (NRS) today issued the 13th annual Evolution/Revolution report, an in-depth study...

2013-09-17 23:33:59

KBK Wealth Management Recognized As One Of Commonwealth Financial Network's Five Largest Practices For 2012 New York, New York (PRWEB) September 17, 2013 Manhattan based financial planning firm, KBK Wealth Management, was recently recognized as one of the five largest branch offices of Commonwealth Financial Network, based on production. As the largest privately held Independent Broker/Dealer in the nation, Commonwealth Financial Network oversees over 1,400 producing advisors with...

2013-08-26 23:22:19

The new Account View website offers more efficient navigation and improved functionality, giving clients access to customized portfolio reporting, statements, trade confirmations, market information and more. Fountain Valley, CA (PRWEB) August 26, 2013 The Orange County LPL financial advisors of IWM Partners today announced the introduction of a new version of its Account View website, providing clients an improved user interface and streamlined navigation for accessing customized...

2013-08-22 23:25:46

Beacon Financial Partners is pleased to welcome Peter Franz to the Cleveland wealth advisory firm. Cleveland, Ohio (PRWEB) August 22, 2013 Mr. Franz will be performing a dual role at Beacon Financial Partners. He will serve as Co-Chief Investment Officer on behalf of the firm and as a financial advisor. In his dual role, Pete works with both his own personal client base and is part of the team that is responsible for managing the investment platform of the firm and articulating the...


Word of the Day
negawatt
  • A unit of saved energy.
Coined by Amory Lovins, chairman of the Rocky Mountain Institute as a contraction of negative watt on the model of similar compounds like megawatt.