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Financial Advisor
March 2008 |
Advisor Emporium Pershing Launches ETC Information Center... Curian Capital Creates Diversification Platform... MassMutual Increases Retirement Offerings... etc.   |
Financial Advisor
November 2006
LeBlanc & Brounes |
Embracing The Future Financial advisory affiliates Pershing and Lockwood get the thumbs-up for their vision, a smooth transition and high client satisfaction. |
Financial Advisor
February 2005 |
Advisor Emporium Securities America Offers New Portfolio Management Service... Principal Financial Adds Options to Health Savings Account (HSA) Plan... Pareto Systems Offers Customized CRM Platform... etc. |
Financial Advisor
July 2004
Tracey Longo |
Clearing Firms Come Courting With clearing industry players so clearly targeting advisors, competition for advisor business is likely to get even more interesting very soon. |
Financial Advisor
July 2006 |
Advisor Emporium The Potomac Funds Changes "Direxion"... Fidelity Launches Value International Fund... Vanguard Offers New Retirement Funds... Support Platform For SMAs Introduced... etc. |
Financial Advisor
October 2011 |
Advisor Emporium Commonwealth Launches New Management System... Lincoln Enhances Series Of Funds... ByAllAccounts And Redtail Form Partnership... etc. |
Financial Advisor
July 2004 |
Commonwealth Offers Retirement Plans For Small Businesses and More Each plan type has no proprietary requirements and is available in both single and multi-fund platforms... NewRiver Launches FundPOINT Desktop... Bear, Stearns System For Advisors... Standard & Poor's Bond Pricing Service... etc. |
Financial Advisor
April 2007 |
Advisor Emporium NPC Launches ETF-Based 401(k) Program... MG Advisory Launches IMA Platform... Vanguard Launches International Fund... etc. |
Financial Advisor
March 2005 |
Advisor Emporium Allstate Variable Annuity Features Innovative Options... Commonwealth Launches Marketing Campaign... SSgA Launches "Portfolio Constructor" Investment Tool... Fidelity Launches International Fund... etc. |
Financial Advisor
August 2008 |
Frontline News News for the financial industry: Alliance Creates New Retirement Option... Direxion Launches Two New Funds... Genworth Launches IRA Variable Annuity... Paperless Account Opening Offered... Jefferson National Expands VA Offerings... Vanguard Introduces New Index Fund... |
Financial Advisor
August 2005
Joel P. Bruckenstein |
Pershing Pushing For RIA Business Pershing LLC is aggressively pursuing opportunities in the registered investment advisor (RIA) market segment, and has renamed its key advisor support group as part this new push, company officials said. |
Investment Advisor
February 2009 |
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks. |
Financial Advisor
May 3, 2010 |
Advisor Emporium News: Automatic 401(k) Plans Growing... ProShares Offers Inverse ETFs... First Allied Launches Fund Allocator... Curian Adds New Investment Strategies... Advisor Partners Upgrades Portfolio Program... Van Eck Offers Small-Cap Investments... more... |
Financial Advisor
February 2, 2009
Sherri Scordo |
Advisor Emporium Pershing assists advisors going independent... New advisors receive technology assistance... FPA offers best practices tools... Direxion enters ETF market... Foliodynamix joins communications gateway... Scottrade adds portfolio director... |
On Wall Street
June 1, 2011
Carl Resnick |
ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available. |
Financial Advisor
September 2010 |
Advisor Emporium Advisor Emporium: Schwab Offers Integrated Technology Platform... National Planning Holdings Launches WealthOne... BlackRock Increases ETF Offerings... Goldman Sachs Adds Fund... more... |
Financial Planning
May 1, 2008 |
New Products Bear Stearns Current Yield Fund... Managed ETF Portfolios... Global Nuclear Energy Portfolio... Alternative Strategies Allocation Fund... SPDR DB International Government Inflation-Protected Bond ETF... etc. |
Financial Advisor
January 2007 |
Advisor Emporium Pershing Launches NetExchange Investor Platform... CurrencyShares ETFs Garner $1 Billion... Fundamentally Weighted Mutual Funds Introduced... New Index Families Hunting Alpha... etc. |
Financial Advisor
April 2009 |
Advisor Emporium Products of interest to advisors: AdviceAmerica launches ClientVision Web-based client relationship management tool... Genworth Financial Investment Services is launches fee-based, money management platform, Managed Wealth ADVANTAGE... etc. |
Wall Street & Technology
May 31, 2007
Melanie Rodier |
Questar Asset Management Releases New Investor Advisor Platform The registered investment advisor released its new Wealth Designs platform through FundQuest, a provider of turnkey asset management solutions. |
Financial Advisor
October 2010 |
Advisor Emporium Vanguard Launches Long-Term Retirement Fund... Jefferson National Offers DFA Funds... EGShares Offers India ETF... FaithShares Creates SMA Portfolios... etc. |
Financial Advisor
February 2008 |
Advisor Emporium LPL And Fiduciary360 Partner For Training... Pershing Offers New Tool... Biondo Joins Investors Capital Advisory... IAS Launches Software Package... Thornburg Introduces New Fund... Vanguard Adds Funds... |
Financial Advisor
May 2004 |
Dow Jones Launches Wealth Manager Product Dow Jones Wealth Manager enables advisors to build deeper relationships with clients and prospects through communication and assists firms in increasing total assets under management, the company says. |
Financial Advisor
June 2012
Jeff Schlegel |
Taking Flight More advisors are launching funds, but building assets isn't easy. |
Financial Planning
September 1, 2007 |
New Products WisdomTree has launched the Emerging Markets High-Yielding Equity Fund... Robb Report Global Luxury Index and ETF... Options for HealthShares Emerging Cancer ETF... Ameritas has added Acacia Advisor Term insurance... LifeElements and LifeStratos... First American Funds has launched three additional large-cap mutual funds... etc. |
Financial Advisor
November 2005
Tracey Longo |
All For Advisors Brokerage executives are doing their best to deliver the tools advisors need to move their business to the next level, while still remaining efficient. That includes streamlined technology, investment and rebalancing selections, outsourcing, practice management and business development assistance. |
Financial Planning
November 1, 2005 |
New Products Alternatives: Russel Investment Group has launched its Managed Account Strategies platform... Insurance: Jefferson National has launched Monument Advisor... Mutual Funds: Fidelity Investments has launched the Strategic Real Return Fund... etc. |
Registered Rep.
November 1, 2005
Kevin Burke |
Actively Adding Value to Passive Investments Separately managed accounts that invest exclusively in exchange-traded funds are vying for a place at the advisory table, as an increasing number of money managers look to cash in on the popularity of these very cheap, very liquid investments. |
Financial Advisor
August 2004
Sydney LeBlanc |
Independent Broker-Dealers Improving SMA Programs Historically, independent advisors have been forced to sit on the sidelines while wirehouses led the way in products and technology for separately managed accounts. Increasingly, things seem to be changing. |
Financial Advisor
June 2004
Sydney LeBlanc |
SMAs and Due Diligence: Streamlining The Process Software tools and common sense can help advisors enter the separately managed accounts (SMA) business. |
Financial Planning
September 1, 2008 |
New Products New alternative products, mutual funds, index funds, retirement products, exchange-traded products, and practice tools. |
Financial Advisor
March 2007 |
Advisor Emporium Penn Treaty Launches LTC Program... Thornburg International Growth Fund Introduced... Wasatch Ultra Growth Fund Reopens... ESI, FundQuest Offer UMA Product... BNY Introduces Reverse Mortgage... etc. |
Financial Advisor
June 2009
Sherri Scordo |
Advisor Emporium Genworth Financial Wealth Management is enhancing its investment management platform to help advisors through the current challenging market |
Financial Planning
July 1, 2009
Joel P. Bruckenstein |
Introducing NetX360 It remains to be seen if Pershing can execute its plan to ensure that clients receive the maximum benefit from their new NetX360 technology. If Pershing succeeds, it could give the company a large technological lead over its competitors. |
Financial Advisor
July 2011 |
Advisor Emporium Fidelity Launches Advisors' Marketing Program... Vanguard Reduces Investment Minimums... Wells Fargo Provides Consultation Services... etc. |
Financial Advisor
November 2007
William Glasgall |
Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc. |
Financial Advisor
July 2008 |
Advisor Emporium Fidelity offers dual business platform... Symetra offers guaranteed retirement income... Pershing launches trust network... Arrow offers DWA tactical fund... KBS opens REIT investment... New generation of Laserfiche available... |
Financial Advisor
March 2008
Joel Bruckenstein |
Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers. |
Investment Advisor
August 2010
Melanie Waddell |
Broker/Dealer Marketing: Finding Their Voice Broker/Dealers are waking up to the new, post-downturn marketing environment. Here are a few of the best ideas. |
Financial Advisor
October 2012
Joel P. Bruckenstein |
A Different Kind Of Leverage Independent broker-dealers are using technology to help their advisors prosper. |
Financial Advisor
June 2009
Marla Brill |
ETF Portfolios To Go ETF portfolio management services pitch to financial advisors. |
Investment Advisor
July 2006 |
Upgrades Pershing LLC announced healthy growth in the number of RIAs custodying client assets and trust accounts through its Pershing Advisor Solutions unit... Charles Schwab & Co. announced June 14 a broad reduction and simplification of pricing for its retail... etc. |
Financial Advisor
November 2007 |
Advisor Emporium Pershing Offers New Analytical Tools... Restricted Stock... Partnership Provides Retirement Income Plans... Document Firm Digitalizes Handwriting... etc. |
Investment Advisor
February 2010
Robert F. Keane |
The Green Advisor: Adding ESG to Asset Allocation New portfolios aim to help advisors align values and diversification. |
Financial Advisor
December 2006 |
Advisor Emporium Gemini Fund Launches Series Trust... Equal-Weight Sector ETFs Launched... Index Based On Intellectual Property... etc. |
Financial Advisor
May 2011 |
Advisor Emporium Curian launches research portfolio... Investors Capital creates VIP desk... USAA expands mutual fund access... |
Investment Advisor
September 2009 |
Upgrades What's going on...with investment and insurance companies in the news. |
Financial Planning
September 1, 2010
Margie Carpenter |
Where the Growth Is Advisors who follows a typical, traditional asset allocation model are likely to be surprisingly underweight in the highest-growth economies of the world. |
Financial Planning
March 1, 2010
Donna Mitchell |
Open Season NFP Securities says it will become the first independent broker-dealer to offer hybrid advisors a single platform with complete open architecture, empowering advisors to ally with any major custodian they choose. |
Financial Advisor
November 2009 |
Advisor Emporium New organization will act as a liaison between investment advisors and asset managers... Grail Creates New ETFs... iShares Announces New Fund... Islamic Developing World Fund Offered... State Street Global Launches ETF... more... |
