New Survey From Foundation Source Reveals How Financial Advisors Can Better Support Their Philanthropic Clients
13 nov. 2015 11h20 HE
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Foundation Source
FAIRFIELD, Conn., Nov. 13, 2015 (GLOBE NEWSWIRE) -- Foundation Source, the nation's largest provider of comprehensive services for private foundations, is sharing key findings from a recent...
Madison Investment Advisors Named to 2015 Financial Times 300 Top Registered Investment Advisers
24 juin 2015 10h27 HE
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Madison Investment Advisors
MADISON, WI--(Marketwired - June 24, 2015) - The prestigious London-based Financial Times newspaper has named Madison Investment Advisors as one of its 300 Top Registered Investment Advisers for 2015....
Advocis and LOGiQ3 - Partners in Education for Deposit Brokers
05 juin 2015 07h43 HE
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Financial Advisors Association of Canada (Advocis)
TORONTO, ON, June 5, 2015 (GLOBE NEWSWIRE) -- High-quality education is an important aspect of any profession. Advocis, The Financial Advisors Association of Canada, and LOGiQ3, an expert provider of...
Ontario Government Explores Improving Standards within Financial Advice Industry
17 nov. 2014 20h25 HE
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Financial Advisors Association of Canada (Advocis)
TORONTO, Nov. 17, 2014 (GLOBE NEWSWIRE) -- Earlier today Finance Minister Charles Sousa announced that the Ontario government plans to continue down the path of improving standards within the...
Harvest Announces Harvest Private, Enabling Financial and Investment Organizations to Deploy 'Invitation Only' Branded, Secure and Compliant Communication Networks
23 oct. 2014 08h00 HE
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Harvest Exchange Corp.
NEW YORK, Oct. 23, 2014 (GLOBE NEWSWIRE) -- Harvest the financial discovery and communication platform for investors that is quickly becoming the hottest marketplace on Wall Street, today announced...
Harvest Quickly Becomes the Fastest-Growing Discovery and Communication Marketplace for Professional Money Managers and Sophisticated Investors
21 oct. 2014 09h06 HE
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Harvest Exchange Corp.
NEW YORK, Oct. 21, 2014 (GLOBE NEWSWIRE) -- Harvest, the financial discovery and communication platform for investors, is quickly becoming the hottest marketplace on Wall Street. Since its launch this...
Financial Advisors Cybersecurity Risks: Aponix Financial Technologists Comments on NASAA Survey
15 sept. 2014 13h41 HE
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Aponix Financial Technologists
NEW YORK, Sept. 15, 2014 (GLOBE NEWSWIRE) -- Aponix Financial Technologists applauds the North American Securities Administrators Association (NASAA) for conducting their recent cyber-security survey...
The Investment Center, Inc. Named 2014 Broker-Dealer of the Year
27 août 2014 09h00 HE
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The Investment Center, Inc.
BEDMINSTER, NJ--(Marketwired - Aug 27, 2014) - The Investment Center, Inc. (TIC), an independent broker-dealer, is proud to announce that it won Broker-Dealer of the Year for 2014, by...
New Book, 'Forging Bonds of Steel,' Focuses on Client-Advisor Relationships
11 août 2014 07h00 HE
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Author Rodger Alan Friedman
WASHINGTON, DC--(Marketwired - Aug 11, 2014) - Rodger Alan Friedman offers a personal touch amid the typically dry, numbers-based genre of financial literature with his new book, "Forging Bonds of...
Industry Misperceptions of the Female Investor Linked to Trillions of Dollars in Unmanaged Wealth
22 mai 2014 14h24 HE
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Center for Talent Innovation
NEW YORK, May 22, 2014 (GLOBE NEWSWIRE) -- Women in the U.S. exercise decision-making control over $11.2 trillion of investable assets and 62 percent of women in the U.S., UK, China, Hong Kong,...