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financial advisor

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Conservatism Rules In Retirement Planning
Over the last few years, the threat of terrorism, war, and economic slowdown has put the financial advisor’s job in jeopardy. However, it is a financial advisor’s duty to prevent the employees from taking early retirement. As a result, many financial advisors are considering refurbishing of retirement planning strategies for...
Tags: Retirement, Finance, Investment, Financial Accounting, Financial Advisor, Financial
White papers 2003-01-01
Overlay Management: The Whole Product Solution?
The question that persists during this particularly difficult period in the capital markets is whether the role and purpose of a brokerage firm is simply to execute securities trades or is there an associated responsibility to assist and/or empower the financial advisor to add tangible, quantifiable value through the exercise...
Tags: Finance, Business Operations, Operational Planning, Financial Accounting, Asset Management, Financial Advisor, Financial, Asset
White papers 2002-12-01
Can The Managed Account Business Cross the Chasm Into The Financial Services Mainstream?
Today's financial product and service menu has become so mind-boggling that no one can understand it in its entirety, much less articulate it in terms a client would understand. Clearly, a process is needed in order to manage all information in terms that clients can understand so that it is...
Tags: Financial Service, Financial, Financial Accounting, Moore, Financial Advisor, Finance
White papers 2002-10-01

Additional Resources

Richard Fleischman and Associates Expands Business Continuity and Disaster Recovery Capability with the Addition of Dwayne Bethea, Veteran of UBS, Morgan Stanley, AIG
NEW YORK -- Richard Fleischman & Associates (RFA, www.rfa.com), the premier provider of outsourced technology and IT services, and trusted technology advisor to more than 400 firms in the alternative asset space, today announced continuing growth in its strategic business continuity planning BCP and disaster recovery DR organization. RFA welcomes...
Articles 2008-11-25
Fidelity® Names Former Schwab Executive to Lead New Institutional Brokerage Platform Business
BOSTON -- Fidelity Investments([R]) today named Charles G. Goldman, former executive vice president and head of Schwab Institutional, as president of Institutional Platforms for Fidelity Institutional Products Group. Goldman will join the firm in early 2009 and report to Michael K. Clark, president of Fidelity Institutional Products Group. ...
Articles 2008-11-25
Financial Advisor Magazine Hires New Publisher and Increases Circulation
Charter Financial Publishing NetworkCFPN, publisher of Financial Advisor magazine, announced today that theyhave hired Bill DiModugno as publisher and Midwest advertising director.David Smith will remain the group publisher of Financial Advisor andPrivate Wealth magazines. Before joining Financial Advisor, DiModugno was publisher of SouceMedia'sOn Wall Street and Bank Investment Consultant magazines....
Articles 2008-11-25
Gary Bogue: Would you believe, it's a dog-eat-dog world?
Gary is taking his annual Thanksgiving week break. He'll meet you here for your usual morning cup of coffee together Dec. 2. We'll print some of his columns from the past while he's gone. Today's is from Nov. 18, 1997. Dog-eat-dog world Joan Brennan...
Articles 2008-11-25
American Airlines announces appointment of Doug Herring
AIRLINE INDUSTRY INFORMATION-C1997-2008 M2 COMMUNICATIONS LTD American Airlines (NYSE:AMR) has announced the appointment of Doug Herring as vice president of operations for finance and strategic planning. Herring will be responsible for the financial activities related to their airline's operations function and will oversee strategic planning activities....
Articles 2008-11-24
AllRegs and The Mortgage Press Release Online Reverse Mortgage Guide
Practical Guide Provides Detailed Overview of Reverse Mortgage Industry EAGAN, Minn. -- AllRegs, the leading information provider for the mortgage industry, and The Mortgage Press Ltd., a publisher of 37 state-specific newspapers for the state affiliates of the National Association of Mortgage Brokers, announced the release of the...
Articles 2008-11-24
Francisco Partners Completes Acquisition of API Software, Inc
HARTFORD, Wis. & SAN FRANCISCO -- Francisco Partners, one of the world's largest technology-focused private equity funds, today announced the completion of its acquisition of API Software Inc., the healthcare industry leader in labor management solutions. "We are extremely excited about the future for API," said J.P. Fingado,...
Articles 2008-11-24
NRG Energy's Board of Directors Rejects Exelon Corporation's Unsolicited Exchange Offer
Company reiterates inadequacy of Exelon proposal; Board strongly urges stockholders not to tender their shares into Exelon's offer PRINCETON, N.J. -- NRG Energy, Inc. (NYSE: NRG) today announced that its Board of Directors, after careful consideration with its independent financial and legal advisors, voted unanimously to reject Exelon...
Articles 2008-11-24
Investors Capital Holdings Revenue Holds Steady in Q2
Advisory Revenue Jumps Over 20 Percent LYNNFIELD, Mass. -- Investors Capital Holdings, Ltd. (AMEX: ICH), a financial services holding company, posted revenues of $23.05 million for the quarter ended September 30, 2008 compared to $23.09 million for the year ago quarter ("prior period"). A $0.51 million, or 2.5%,...
Articles 2008-11-21
Target Corporation Announces Decision on Real Estate Structure Ideas from Pershing Square
MINNEAPOLIS -- Target Corporation (NYSE:TGT) disclosed today that after a comprehensive evaluation of various real estate structure ideas proposed by Pershing Square over the past six months, it has decided not to pursue them further. Following a thorough review of the transaction outlined by Pershing Square by members of Target...
Articles 2008-11-21
Research and Markets: From the Boiler Room to the Living Room: The Financial Services Revolution and What It Means to You and Your Clients
DUBLIN, Ireland -- Research and Markets (http://www.researchandmarkets.com/research/55e693/from_the_boiler_ro) has announced the addition of John Wiley and Sons Ltd's new report "From the Boiler Room to the Living Room: The Financial Services Revolution and What it Means to You and Your Clients" to their offering. Author Mitch Anthony has been...
Articles 2008-11-21
McGladrey Capital Markets Leads Negotiations as HealthEdge Acquires Intra-Op Monitoring
Intra-Op Monitoring Services Inc., anintra-operative neurophysiological monitoring company, has been acquired byHealthEdge Investment Partners. Transaction terms were not disclosed. McGladrey Capital Markets LLC initiated the transaction, sourced the buyer,led the negotiations and acted as exclusive financial advisor to Intra-OpMonitoring Services. Illinois-based Ungaretti & Harris acted as the legaladvisor to Intra-Op...
Articles 2008-11-21
Doug Herring Tapped to Lead American Airlines Operations Finance and Strategic Planning
FORT WORTH, Texas, Nov. 21 /PRNewswire-FirstCall/ -- Doug Herring, President and CEO of American Beacon Advisors up until its recent sale, has been named Vice President-Operations Finance and Strategic Planning at American Airlines. He will be responsible for the financial activities related to American's Operations function, as well as...
Articles 2008-11-21
Providence Service Corporation to Focus on Several Strategic Options to Enhance Shareholder Value
Options to include debt reduction, sale of non strategic assets, growing core social services business TUCSON, Ariz., Nov. 21 /PRNewswire-FirstCall/ -- The Providence Service Corporation today announced that it is focusing on several strategic options to enhance shareholder value. The Company is considering strategic options...
Articles 2008-11-21
Kingsway Financial to work with Houlihan Lokey and Scotia Capital as co-financial advisors
TORONTO, Nov. 21 /PRNewswire-FirstCall/ -- (TSX:KFS, NYSE:KFS) Kingsway Financial has announced that the Company and its Board of Directors ("Board") will be working with both Houlihan Lokey and Scotia Capital as co-financial advisors. In that regard, Houlihan Lokey and Scotia Capital will provide independent financial advice to the Company...
Articles 2008-11-21
NTN Buzztime, Inc. Announces Management and Board Changes
CARLSBAD, Calif., Nov. 21 /PRNewswire-FirstCall/ -- NTN Buzztime, Inc. today announced the resignation of Michael Fleming as the Company's interim CEO, Board director and Chairman of the Board. The Board of Directors has appointed recent Board addition Jeff Berg, a large NTN Buzztime shareholder and new-media entrepreneur, as...
Articles 2008-11-21
G5 Financial Group Joins Geneos Wealth Management
Geneos Wealth Management, Inc., a Denver-basedbroker/dealer serving the investment industry's most elite financialadvisors, today announced that Colorado financial advisor G5 FinancialGroup has joined the firm. With offices in Centennial, Colorado Springs, Erie, Fort Collins, GreenwoodVillage and Lakewood, G5 Financial Group manages approximately $580 millionfor clients up and down Colorado's Front...
Articles 2008-11-20
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