CRM Software, the developers of
Junxure-the CRM, office management, and office automation software for
financial advisors-is developing a new software package named...
CRM Software, the developers of
Junxure-I, the CRM, office management, and office automation software
for financial advisors is in the process of developing a new...
iNation, the creators of NationBuilder, the
Web-based CRM/email portal for financial professionals, recently
announced two strategic alliances designed to enhance the...
The Financial Planning Association is offering its members an
online update on the status of the broker-dealer exemption rule to the
Investment Adviser's Act of 1940...
Schwab Institutional is offering its independent
fee-based advisor clients two tools that can replace paper account
statements...
The fledgling Sports Financial Advisors Association
is holdings its inaugural national conference in Woodlands, Texas, this month...
Christopher Davis and Ken Charles
Feinberg, managers of the Selected American Shares and Davis NY Venture
A funds, have been named 2005 domestic-stock managers of the year...
The Financial Planning Association
has moved its annual conference later this year from New Orleans to
Nashville, Tenn...
AIG Retirement Services today named
veteran brokerage executive Lawrence Roth as president of its New York
City-based Royal Alliance Associates...
An interpretation by the SEC of how brokers are
expected to toe the line between fee-based brokerage and advisory
services has renewed the debate over the commission's...
Asset managers aren't preparing for the coming of the baby boomer retiree, according to a new study...
Wilmington Trust has announced the launch of seven
new mutual funds, including one that invests exclusively in ETFs...
CPAs topped the list of most trusted financial
advisors-edging out Certified Financial Planners-in a recent survey of
individual investors...
Raymond James Financial has named a
new sales director for its independent contractor division, the company
announced.
James A...
American Century Investments has announced a
reorganization plan that will result in it absorbing 10 of 11 funds in
the Mason Street family...
Concord Equity Group Advisors, a provider of
outsourced wealth management solutions, has teamed with the National
Philanthropic Trust (NPT) to create a donor-advised fund...
As baby boomers start to enter retirement, financial
advisors need to be aware that they don't all share the same profile,
according to a recent study...
Assets in 529 college savings plans at the end of
the third quarter rose 40.6% from a year earlier, with total assets of
$63.4 billion, according to the College Savings...
Morningstar announced it has agreed
to acquire Ibbotson Associates, the asset allocation research and
consulting firm, for $83 million in cash...
Financial Profiles Inc...
