American Portfolios Honors Top-Earning Investment Professionals at Firm's 2016 Leaders Conference
May 23, 2016 12:38 ET
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American Portfolios Financial Services
HOLBROOK, NY--(Marketwired - May 23, 2016) - American Portfolios Financial Services, Inc. (APFS), a privately-held, independent broker/dealer that services financial advisors across the country,...
American Portfolios Ranked No. 1 Best Company to Work for in New York for Small/Mid-Size Companies
May 12, 2016 11:48 ET
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American Portfolios Financial Services
HOLBROOK, NY--(Marketwired - May 12, 2016) -
American Portfolios Financial Services, Inc. (APFS), a privately-held, independent broker/dealer that services financial advisors across the...
David Thompson of Phoenix Marketing International to Present at the ABA's 2016 Trust & Wealth Executive Seminar on the Emergence of Affluent Millennial Investors
May 04, 2016 10:19 ET
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Phoenix Marketing International
RHINEBECK, N.Y., May 4, 2016 (GLOBE NEWSWIRE) -- Phoenix Marketing International (http://phoenixmi.com/), a premier global marketing services firm, today announced that David Thompson, Managing...
PrivCo's Top 20 M&A Advisors for Private Tech M&A Deals in 2015: Goldman Sachs Tops List for Third Year in a Row; #2 Morgan Stanley; #3 J.P. Morgan
April 21, 2016 15:00 ET
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PrivCo Media LLC
NEW YORK, April 21, 2016 (GLOBE NEWSWIRE) -- PrivCo has just released the PrivCo Top 20 M&A Advisors based on last year’s top deals across the tech industry. PrivCo screened through its...
Death by Benchmarking (Compensation)
April 20, 2016 10:00 ET
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DALBAR, Inc.
Boston, April 20, 2016 (GLOBE NEWSWIRE) -- As part of the Best Interest Contract Exemption (BICE), advisors are prohibited from making recommendations that will cause compensation for their...
American Portfolios Financial Services CEO Lon T. Dolber to Be Honored at Virtual Enterprises International 20th Annual Gala
April 15, 2016 15:58 ET
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American Portfolios Financial Services
HOLBROOK, NY--(Marketwired - April 15, 2016) - Lon T. Dolber, CEO, CIO and president of American Portfolios Financial Services, Inc. (APFS), a privately-held, independent broker/dealer that...
Industry Leader Robert J. Moses Appointed to American Portfolios Holdings, Inc. (APH) Board of Directors Advisory Board
April 11, 2016 16:20 ET
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American Portfolios Financial Services
HOLBROOK, NY--(Marketwired - April 11, 2016) -
American Portfolios Financial Services, Inc. (APFS), a privately-held, independent broker/dealer that serves financial professionals...
American Portfolios Develops DOL Committee to Address Impending Fiduciary Rule
March 10, 2016 11:13 ET
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American Portfolios Financial Services
HOLBROOK, NY--(Marketwired - March 10, 2016) - American Portfolios Financial Services, Inc. (APFS), a privately-held, independent broker/dealer that services financial advisors across the...
Certified Executor Advisor Designation Program now available on the Advocis Learning Centre
January 20, 2016 07:13 ET
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Financial Advisors Association of Canada (Advocis)
TORONTO, Jan. 20, 2016 (GLOBE NEWSWIRE) -- Advocis, The Financial Advisors Association of Canada, has partnered with the Canadian Institute of Certified Executor Advisors (CICEA) to bring the...
Ready or Not: Here Comes BICE DALBAR Announces Tools & Training
January 05, 2016 11:30 ET
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DALBAR, Inc.
Boston, Jan. 05, 2016 (GLOBE NEWSWIRE) -- The long disputed regulation of advice to IRA and ERISA plans appears to be ending and the requirements are likely to be put into effect within months....