Tagged fiduciary

Michael Aldrich Joins Parallel Advisors as Chief Operating Officer
Press Release

Michael Aldrich Joins Parallel Advisors as Chief Operating Officer

 Aldrich joins as the firm continues to grow its service offering and expand its footprint nationally in the coming years. Read More
Heather Katzenstein Joins Parallel Advisors
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Heather Katzenstein Joins Parallel Advisors

 Katzenstein to build out Parallel's Trust Services offering. Read More
Total Wealth Planning, LLC Announces Jon Andre, CFP®, and Joel Musser, CFP®, as Shareholders
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Total Wealth Planning, LLC Announces Jon Andre, CFP®, and Joel Musser, CFP®, as Shareholders

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Insurance Fiduciary Network and Proformex Join Forces
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Insurance Fiduciary Network and Proformex Join Forces

 Strategic partnership will focus on helping wealth managers safeguard their clients' financial plans Read More
Total Wealth Planning Acquires Howell Financial Advisors, Inc.
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Total Wealth Planning Acquires Howell Financial Advisors, Inc.

 Total Wealth Planning's newest acquisition increases its Assets Under Management (AUM) to over $900M. Read More
Zoe Financial Announces Partnership with Wealthbox
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Zoe Financial Announces Partnership with Wealthbox

 Zoe Financial announced today a new partnership with Wealthbox, a CRM platform that helps advisors manage and track their relationships with clients in a user-friendly way. Read More
HawsGoodwin Ranked No. 2 on RIA Channel®'s List of Top 50 Emerging RIA Firms
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HawsGoodwin Ranked No. 2 on RIA Channel®'s List of Top 50 Emerging RIA Firms

 Nashville firm recognized for their independence, their entrepreneurial spirit, and their ability to emerge as leaders in their field. Read More
HawsGoodwin Wealth Adds Specialty Expertise and Credentials
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HawsGoodwin Wealth Adds Specialty Expertise and Credentials

 Tennessee wealth management firm focuses on helping clients protect their assets and live their best lives Read More
HawsGoodwin Wealth Named to the Inc. 5000 List
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HawsGoodwin Wealth Named to the Inc. 5000 List

 Nashville Firm Included for First Time Among America's Fastest Growing Private Companies and Maintains Position on Financial Times Top Registered Investment Advisers List Read More
Tidemark Financial Partners Announces New Hires and a Promotion Amid Continued Growth
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Tidemark Financial Partners Announces New Hires and a Promotion Amid Continued Growth

 The firm seeks to increase capacity in order to serve its expanding client base. Read More
Stearns Financial Group Recognized by Citywire RIA Magazine as a 'Future 50' Financial Advisory Firm
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Stearns Financial Group Recognized by Citywire RIA Magazine as a 'Future 50' Financial Advisory Firm

 North Carolina Fee-Only Wealth Management Firm Named to Citywire's Future 50 List Read More
Donald W. Nicholson Sr. Offers Insights About Wealth Management and Stewardship at Advisor Thought Leader Summit
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Donald W. Nicholson Sr. Offers Insights About Wealth Management and Stewardship at Advisor Thought Leader Summit

 Rockhurst University provides educational setting as Delaware-based Nicholson shares firm story in interview with PBS MoneyTrack show host Pam Krueger. Read More
Main Management Hires Darol Ryan to Expand Investment Management Offering
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Main Management Hires Darol Ryan to Expand Investment Management Offering

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Heron Wealth Recognized by Citywire RIA Magazine as 'Future 50' Financial Advisory Firm to Watch
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Heron Wealth Recognized by Citywire RIA Magazine as 'Future 50' Financial Advisory Firm to Watch

 New York, Fee-Only Wealth Management Firm Named to Elite List of Fiduciary Investment Advisors Read More
Founder/CIO & Bestselling Author, Ivan Illán, Accepted Into Forbes Finance Council for Fourth Year
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Founder/CIO & Bestselling Author, Ivan Illán, Accepted Into Forbes Finance Council for Fourth Year

 Forbes Finance Council is an Invitation-Only Community for Executives in Financial Planning, Wealth and Asset Management Firms Read More
Bernhardt Wealth Management's Gordon Bernhardt Participates in Essential Dialogue
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Bernhardt Wealth Management's Gordon Bernhardt Participates in Essential Dialogue

 Leading Fiduciary Planners Convene to Craft Guide for Consumers Confused by Broker vs. Advisor Differences and SEC's Reg BI Read More
Jonathan Brennan, Former Head of Bank of America Wealth Management Litigation, Launches Own Litigation Firm
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Jonathan Brennan, Former Head of Bank of America Wealth Management Litigation, Launches Own Litigation Firm

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Alliance of Comprehensive Planners and the Kinder Institute of Life Planning Announce 2018 Conference Collaboration
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Alliance of Comprehensive Planners and the Kinder Institute of Life Planning Announce 2018 Conference Collaboration

 ACP's tax-focused comprehensive financial planning process pairs nicely with Kinder's holistic life planning approach Read More
Alliance of Comprehensive Planners Announces 2018 Tax-Focused Case Study Competition for College Students
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Alliance of Comprehensive Planners Announces 2018 Tax-Focused Case Study Competition for College Students

 Winner will receive free registration to ACP's 2018 Annual Conference, plus airfare and accommodations at Miami Marriott Biscayne Bay Read More
Market Advisory Group: The Biggest Mistakes Investors Make Before Retiring
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Market Advisory Group: The Biggest Mistakes Investors Make Before Retiring

 Market Advisory Group founding partner Danny Goolsby discusses important details prior to retiring Read More
Market Advisory Group: Three Reasons Why You May Want to Fire Your Broker
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Market Advisory Group: Three Reasons Why You May Want to Fire Your Broker

 Market Advisory Group founding partner ​​​Larry Kloefkorn gives his take on why you may want to fire your broker Read More
RiXtrema's Plan Monitor Ensures Compliance With Tibble v. Edison Decision on Continuous Monitoring
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RiXtrema's Plan Monitor Ensures Compliance With Tibble v. Edison Decision on Continuous Monitoring

 Plan Monitor Will Watch Plans 24/7 with Immediate Notification & Reduces Risk for Plan Fiduciaries Read More
New Personal Investment Firm Looks to Create Millionaires of Tomorrow
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New Personal Investment Firm Looks to Create Millionaires of Tomorrow

 Reno financial advisor launches investment firm for next-gen investors Read More
Virginia-Based Bernhardt Wealth Management Recognized as Top Investment Advisor
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Virginia-Based Bernhardt Wealth Management Recognized as Top Investment Advisor

 Clients' Interests Come First at Fee-Only Wealth Management Firm Read More
RiXtrema / Larkspur Video Illustrates Fiduciary Best Practices Improvements; Huge Savings for Plan Sponsors
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RiXtrema / Larkspur Video Illustrates Fiduciary Best Practices Improvements; Huge Savings for Plan Sponsors

 Arms Advisors with Powerful Business Development Tool Read More
RiXtrema's 401kFiduciaryOptimizer Brings Quantitative Analysis to Retirement Plans Enabling Advisors to Save Money for Plan Sponsors
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RiXtrema's 401kFiduciaryOptimizer Brings Quantitative Analysis to Retirement Plans Enabling Advisors to Save Money for Plan Sponsors

 Quantitative Research powers AUM growth for retirement plan advisors by demonstrably improving fiduciary practices Read More
AppCrown Announces Software Solution for Dept. of Labor Fiduciary Rule Compliance and Building a "Client First" Brand
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AppCrown Announces Software Solution for Dept. of Labor Fiduciary Rule Compliance and Building a "Client First" Brand

 AppCrown DFCS helps advisory firms comply with DOL Rule and gain an advantage over competitors by meeting a high "Best Interests" standard Read More
PCS Launches IRA Rollover Tool to Help Advisors Transition $4 Trillion From "C" to Fee
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PCS Launches IRA Rollover Tool to Help Advisors Transition $4 Trillion From "C" to Fee

 DOL-Compliant Rollover Tool Smoothes the Way for Advisors in the Fiduciary Era Read More
RiXtrema Launches IRAFiduciaryOptimizer Software to Address DOL Fiduciary Rule Compliance
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RiXtrema Launches IRAFiduciaryOptimizer Software to Address DOL Fiduciary Rule Compliance

 Quantitative Methodology Ensures Regulatory Compliance, Puts Financial Advisors on New Playing Field Read More
The Rainmaker Companies Introduce VERIBANC as a Banking CPAs Resource Member
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The Rainmaker Companies Introduce VERIBANC as a Banking CPAs Resource Member

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Retirement Plan Advisors Welcomes Higher Education Client, Cairn University

 Cairn University Adopts SponsorPlus Read More
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DOL Consolidates Strengths in Revolutionizing ERISA Plan Enforcement in October 1 Webinar

 Mary Rosen, Associate Regional Director of the Boston Regional Office of the United States Department of Labor Employee Benefits Security Administration (EBSA) and Jonathan Flitter, ERISA attorney, and Member of Fiduciary Doctors, LLC. Read More
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Wendy Luscombe Launches Wendyluscombe.com to Promote Consulting Business and Successes

 WKL Associates Inc. President Luscombe's site provides detailed insight into her professional career, her specializations and her credentials. Read More
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Kiawah Golf Investment Seminars Presents: Market Cycle Investment Management --- Part One Of Its 2011 Free Investment Education Series. Discover Why MCIM Trading Portfolios Just Have To Perform Better.

 The MCIM methodology was developed in 1970. Practitioners have out-performed the markets and safely navigated through three major meltdowns -- income and value intact. Learn a disciplined trading approach based on quality, diversification and income. Read More
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NASGA's Open Letter to Congress and the White House

 NASGA's "An Open Letter to Congress and the White House" has been released and is now available online. Read More