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Strength in Numbers
3/1/2012 10:57 AM EST
Dave Hubbard Explains Why Financial Advisors Must Band Together In Order to Succeed and Thrive
Crystal Lake, Ill. (March 1, 2011) – The scarcity of pensions and the unreliability of Social Security combined with the increase in healthcare costs and life expectancy have created a storm of uncertainty surrounding retirement planning for most Americans. More than ever, the complexity of the world in which to save money or invest, as well as the amount of fear and lack of knowledge in this arena means people are going to need help wading through these decisions.
Dave Hubbard, president of Exemplar Financial Network and regional director of Financial Network Investment Corporation, says advisors must band together to provide the most comprehensive financial services possible for the benefit of their clients as well as their own practice. “When I look at the marketplace, I see the more successful advisory firms are those with a multi-faceted approach, much like an interdisciplinary...
Docupace Technologies Rolls Out Paperless System Throughout Broker/Dealer
2/16/2012 10:28 AM EST
1st Global Deploys ePACS® To All Affiliated Firms
Los Angeles – February 16, 2012 – Broker/dealers and investment advisors are rapidly transitioning away from paper-based...
Demand for Consistent Account Data from Multiple Custodians in a Single Data Stream Fuels ByAllAccounts’ Growth
2/15/2012 7:49 AM EST
Providing Solutions for RIAs, Asset Managers, Compliance Officers
Boston – February 15, 2012 - ByAllAccounts, Inc., the financial advisors’...
Bennett Gross, CFA, Joins EP Wealth Advisors
2/14/2012 9:35 AM EST
Los Angeles – February 14, 2012 - EP Wealth Advisors (EPWA), a fee-based financial planning and investment management firm with $1.1 billion in assets...
Choice in Fee Structure Has Value
2/14/2012 9:28 AM EST
John Brackett Says There Is More than One Way For Professional Financial Advisors to Do Business
Pleasant Hill, Calif. (February 14, 2012) – At a time when faith in American...
Loring Ward Releases Whitepaper on Three Hurdles to Implementing an SRI Mutual Fund Strategy
2/10/2012 10:46 AM EST
A New Perspective on Socially Responsible Investing
San Jose, Calif. – February 10, 2012 – Loring Ward announced the publication of a new white paper for investors interested...
T3 Technology Conference Welcomes Financial Planning Students and Professors
2/10/2012 8:49 AM EST
Scholarships Provided by Industry Tech Innovators MoneyGuidePro and RedTail CRM
Dallas – February 10, 2012 – Joel Bruckenstein and David Drucker, producers of the 7th Annual...
Cornerstone Revolutions and MacroRisk Analytics Partner to Help Advisors Improve Investment Performance
2/9/2012 8:57 AM EST
PORTLAND -- February 9, 2012 - Cornerstone Revolutions, Inc., provider of the PowerAdvisor portfolio management system, and MacroRisk...
What Matters?
2/7/2012 9:14 AM EST
New Novel Illustrates the Importance of Passing on Life Stories
and Values to Loved Ones
Americans routinely focus on the importance of financial planning, retirement...
ByAllAccounts’ Survey Reveals Why Investors Hire, Fire Financial Advisors
2/2/2012 9:08 AM EST
Co-sponsored by Paladin Registry, Survey Illuminates Challenges, Opportunities for Financial Professionals
BOSTON – February 1, 2012 – More than 60 percent of affluent...
Technology Conference for IBD Home Office Personnel and Registered Reps Gathers Steam
2/2/2012 8:32 AM EST
New Broker/Dealer Technology Report and TechLeaders Conference Provide Tools Broker/Dealer Management Teams Need to Start Solving Technology Problems Now
Securities America Publishes White Paper On Overspending in Retirement
1/25/2012 4:33 PM EST
LA VISTA, Neb. - January 25, 2012 - Securities America recently released a new white paper, “Talking to Clients about Overspending in Retirement,” the third in the independent...
Exclusive Partnership Brings Turnkey Straight-Through-Processing Solution to the Financial Services Industry
1/23/2012 7:25 PM EST
Docupace Technologies and Efficient Technology, Inc. Introduce Real-Time Paperless Processing Service
LOS ANGELES – January 23, 2012 – Financial advisors continually struggle...
FinaMetrica Expands Business Development Team in United States, Offers Introductory Meetings
1/18/2012 8:32 AM EST
Industry Experts, Nunnally and Roche, to Represent Acclaimed Risk Profiling Software Company
Sydney, Australia -- (January 18, 2012) – Geoff Davey, co-founder of...
InvestorPlace.com Announces Charles Sizemore as Best Stock Picker of 2011
1/12/2012 9:55 AM EST
Charles Sizemore Soars above Competitors with 45% Return on Visa as his Stock Pick, Announces Best Stock for 2012
ROCKVILLE, MD AND DALLAS - (January 12, 2012) — Charles...
Gordon Bernhardt named a 2012 Five Star Wealth Manager Award in D.C. Area
1/11/2012 11:53 AM EST
McLean, VA (January 11, 2012) – Gordon Bernhardt, CPA, PFS, CFP®, AIF®, founder and president of Bernhardt Wealth Management, has been named a 2012 Five Star Wealth Manager Award...
Flat Fee Portfolios Refreshes Website
12/20/2011 5:11 PM EST
Institutional-quality asset management program, Flat Fee Portfolios, launches a refreshed website with a limited time offer
PARSIPPANY, N.J. (December 20, 2011) – Flat Fee...
T3 Technology Conference Adds Timely New Sessions to the 2012 agenda
12/8/2011 9:10 AM EST
Joel Bruckenstein and David Drucker Bring New Insights to Financial Advisor Attendees
December 8, 2011 (Dallas, TX) – Joel Bruckenstein and David Drucker, producers of the...
Middle-Income Not Always Well-Served by Investment Community
11/9/2011 9:03 AM EST
Flat Fee Portfolios and Garrett Planning Network Bring Affordable, Professional Solutions to the “Average” Investor
PARSIPPANY, NJ – November 9, 2011-- According to Mark...
ByAllAccounts’ Webinar to Offer Financial Advisors Tips on How to Stand out in a Crowded Space
11/8/2011 10:53 AM EST
Webinar to Feature Scott McKain, Ultimate Client Experience(R) Expert
BOSTON - November 8, 2011 - ByAllAccounts, Inc., the financial advisors’...
ByAllAccounts’ Webinar to Offer Financial Advisors Tips on How to Stand out in a Crowded Space
11/8/2011 10:46 AM EST
Webinar to Feature Scott McKain, Ultimate Client Experience(R) Expert
BOSTON - November 8, 2011 - ByAllAccounts, Inc., the financial advisors’...
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