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Press Release
October 19, 2017
FinFolio has integrated their wealth management and trading platform with PieSync, a service that synchronizes client and contact information between a growing library of more than 80 CRM and contact apps.
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October 13, 2017
GENCapital is proud to announce a partnership with SoFi, a new kind of finance and lending company. In addition, GENCapital celebrated its one-year anniversary in September.
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October 12, 2017
Construction has begun on what will be Calgary's largest and most technologically advanced cleaning system, in addition to offering services not found anywhere else in the Calgary market, Great White Car & Truck Wash Located at 5421 Dufferin Blvd
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October 10, 2017
Lenders, lending assistants, and underwriters can now order services such as appraisals, environmental reports, evaluations and property inspections within Linedata Capitalstream.
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October 10, 2017
Dr. Elton has been endorsed by Marquis Who's Who as a leader in the fields of finance and higher education
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September 26, 2017
Mr. Bergan has been endorsed by Marquis Who's Who as a leader in the legal industry
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September 21, 2017
Leading financial services firm Morgan Stanley recently began a new recruitment campaign using popular messaging app Snapchat to welcome back students across 19 American universities, a move that has been welcomed by Josh Cote of EAW Consulting.
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September 20, 2017
Interface will offer expanded asset class support to help clients meet requirements for automated post-trade processes and allows global users to better manage the post-trade process and focus on core competencies and business differentiation.
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September 20, 2017
Award will be presented to Ms. Bailey at the Women Investment Professionals (WIP) Annual Trailblazer Dinner on October 26, 2017
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September 19, 2017
Compliance Risk Concepts and Nextier Consulting Solutions team up to serve strategic and tactical needs of the investment management community.
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September 19, 2017
We are navigating the landscape for our advisors and providing guidance, oversight and support so they can worry less and grow their business with confidence.
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September 18, 2017
FinFolio 2.0 is a web app for professional wealth managers that does portfolio management, performance reporting, dashboards, billing, trading and client portals
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September 16, 2017
Weller is the 23rd advisor to join Financial Advocates this year
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September 14, 2017
This resource is a concise guide for retail, non-accredited investors exploring investment options such as mutual funds, ETFs, and direct ownership of stocks, as well as information on seeking professional investment help.
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September 13, 2017
Financial Advocates welcomes Todd Homer and Michael Homer, formerly of Waddell and Reed
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September 13, 2017
Kristen is proud to be one of LPL's more than 14,000 LPL advisors registered nationwide.
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September 8, 2017
Our focus is to help advisors remove the obstacles to their success, regardless of what they are, not to add to them.
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September 6, 2017
This course provides financial professionals with a unique blend of instruction and scenario learning that explains how to talk about sustainable, responsible and impact investing (SRI) with clients incorporate SRI into portfolios
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September 5, 2017
Sophie Fevrier will manage innovation initiatives and define and implement communication, marketing and digital activities across the firm.
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