First Ascent Rolls Out Asset Management Industry’s First Flat-Fee Pricing for Financial Advisors
22 févr. 2017 08h41 HE
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First Ascent Asset Management
DENVER, Feb. 22, 2017 (GLOBE NEWSWIRE) -- First Ascent Asset Management, a portfolio strategist serving financial advisors, announced today that it is now offering its outsourced portfolio...
GWG Grows Its Platform of Advisors and Agents As It Looks Ahead to 2017
28 déc. 2016 16h05 HE
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GWG Holdings, Inc.
MINNEAPOLIS, Dec. 28, 2016 (GLOBE NEWSWIRE) -- GWG Holdings, Inc. (Nasdaq:GWGH), a specialty finance company in the life insurance secondary market, has increased the number of financial advisors...
DALBAR Announces the Winners of the 2016 Financial Intermediary Service Award
09 déc. 2016 15h00 HE
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DALBAR, Inc.
Boston, Dec. 09, 2016 (GLOBE NEWSWIRE) -- FOR IMMEDIATE RELEASE ...
LPL Financial Service Teams Earn DALBAR’s Recognition for Excellence Award
17 nov. 2016 10h30 HE
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DALBAR, Inc.
Boston, Nov. 17, 2016 (GLOBE NEWSWIRE) -- FOR IMMEDIATE RELEASE ...
First Ascent’s Householding Policy Makes Flat-Fee Asset Management A Reality
02 nov. 2016 10h23 HE
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First Ascent Asset Management
DENVER, Nov. 02, 2016 (GLOBE NEWSWIRE) -- First Ascent Asset Management, a portfolio strategist serving financial advisors, announced a householding policy that offers flat-fee pricing to clients...
American Portfolios Financial Services, Inc. Celebrates 15-Year Anniversary at National Conference, Connections 2016
03 oct. 2016 11h14 HE
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American Portfolios Financial Services
HOLBROOK, NY--(Marketwired - October 03, 2016) - Independent broker/dealer American Portfolios Financial Services, Inc. (APFS) recently hosted its annual national conference, Connections 2016, in...
American Portfolios Recognizes Top-Earning Investment Professionals at Firm's 2016 Honors Conference
30 sept. 2016 15h59 HE
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American Portfolios Financial Services
HOLBROOK, NY--(Marketwired - September 30, 2016) - American Portfolios Financial Services, Inc. (APFS), a privately-held, independent broker/dealer that services financial advisors across the...
DALBAR Offers Template to Create BICE Budget Identifies 13 Impact Areas
30 août 2016 13h00 HE
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DALBAR, Inc.
Boston, Aug. 30, 2016 (GLOBE NEWSWIRE) -- FOR IMMEDIATE RELEASE Firms have already spent millions in preparation for the April 10, 2017...
GWG Marks Life Insurance Awareness Month
25 août 2016 14h47 HE
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GWG Holdings, Inc.
MINNEAPOLIS, Aug. 25, 2016 (GLOBE NEWSWIRE) -- GWG Holdings, Inc. (Nasdaq:GWGH), a specialty finance company in the life insurance secondary market, is commemorating Life Insurance Awareness Month...
American Portfolios Supports World T.E.A.M. Sports by Sponsoring and Participating in 2016's Face of America Bike Ride
14 juil. 2016 10h45 HE
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American Portfolios Financial Services
HOLBROOK, NY--(Marketwired - July 14, 2016) - American Portfolios Financial Services, Inc. (APFS), a privately-held, independent broker/dealer that provides services and support to financial advisors...