News : National Financial Services

Webinar to Feature Scott McKain, Ultimate Client Experience(R) Expert
BOSTON - November 8, 2011 - ByAllAccounts, Inc., the financial advisors’ choice for account aggregation, is holding a webinar with best-selling author and client experience expert Scott McKain on Tuesday, November 15, 2011. McKain will present best...

ATLANTA (October 5, 2011) Angel Oak Capital Advisors, LLC (Angel Oak) is pleased to announce that Lindner Capital Advisors, Inc., (LCA), a Registered Investment Advisory firm and third-party money manager for independent advisors, will add Angel Oak Multi Strategy Income Fund ( ) (ANGLX) to its portfolios. “We’re very...

Chicago-area Wealth Manager Once Again Ranks among Top Financial Services Professionals
CHICAGO (July 20, 2011) – CEO and founder of Stevens Wealth Management LLC, Sue Stevens has again been named as one of 50 Top Women in Wealth by AdvisorOne, a leading resource for independent...

La Vista, Neb. – July 12, 2011 – Advisors can now combine separately managed accounts (SMA) and mutual fund wraps in a single Unified Management Account (UMA), a unique approach created with Envestnet on Securities America’s Managed Opportunities fee-based advisory platform.

According to Envestnet, a leading provider of wealth management solutions to independent financial advisors, UMAs are among the fastest...

LA VISTA, Neb. – July 5, 2011 – Securities America Inc. is pleased to announce the release of a fully functional application that allows advisors mobile access to business enterprise systems using smartphone or tablet technology.

Just weeks before Securities America’s National Conference, the company rolled out its mobile access solution for smartphone and tablet technology,...