Arrangement puts underwriter on retail par with other major firms
Days of Nasdaq offerings trouncing S&P 500 at an end; 'looking for the next Google' -- and not finding it
With the launch of WealthOne, National Planning Holdings Inc.'s network of four broker-dealers has a major new set of tools at its disposal.
This year, while I was organizing a mission trip to Mississippi for teens and adults, I sent out weekly e-mails with up-dates on our travel plans.
If Don Whalen had to make an elevator speech about his product, he would probably describe PreciseFP as an online universal client data entry form.
This may sound strange coming from someone in the information business, but I am worried that we are overdosing on information.
Financial adviser Steven Mait was making a left turn in his Coral Springs, Fla., neighborhood last year when a convicted drug offender, driving under the influence of cocaine, oxycodone, morphine and five other drugs slammed into his car and ended his life.
Tool will help ETF providers to focus their marketing and educational materials on the needs of advisers.
Whether they admit to it or not, lots of fellow independent broker-dealers and probably thousands of registered reps are going to monitor how a new social media pilot progresses at Cambridge Investment Research Inc.
If Don Whalen had to make an elevator speech about his product, he would probably describe PreciseFP as a universal online form for client data entry.
More than 600 firms now on platform; rival products from Schwab, TD on the way
The creators of PreciseFP, a slick-looking online client questionnaire used by financial advisers, today announced integrations with two popular programs.
Morningstar QuoteSpeed, an online application which has been available in beta form since last October, has now officially become part of the company's lineup of products for advisers.
The AIG broker-dealer network, now called Advisor Group, has managed to invest in and enhance its technology, despite the turmoil surrounding its parent company, American International Group Inc.
Envestnet, a Chicago company that provides Web-based services for financial advisers, filed for an initial public offering of stock worth up to $100 million Friday.
