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Strength in Numbers

Dave Hubbard Explains Why Financial Advisors Must Band Together In Order to Succeed and ThriveCrystal Lake, Ill. (March 1, 2011) – The scarcity of pensions and the unreliability of Social Security combined with the increase in healthcare costs and life expectancy have created a storm of uncertainty surrounding retirement planning for most Americans. More than ever, the complexity of the world in which to save money or invest, as well as the amount of fear and lack of knowledge in this arena means people are going to need help wading through these decisions. Dave Hubbard, president of

Docupace Technologies Rolls Out Paperless System Throughout Broker/Dealer

1st Global Deploys ePACS® To All Affiliated FirmsLos Angeles – February 16, 2012 – Broker/dealers and investment advisors are rapidly transitioning away from paper-based forms and processes to electronic, automated systems in an effort to reduce errors and increase efficiencies. Docupace Technologies, the industry leader in paperless processing systems, and 1st Global, the premier business development and resource partner to leading wealth management firms, announced today the deployment of a complete paperless office solution for the Dallas-based firm and their more than 500 affiliated tax-

Demand for Consistent Account Data from Multiple Custodians in a Single Data Stream Fuels ByAllAccounts’ Growth

Providing Solutions for RIAs, Asset Managers, Compliance OfficersBoston – February 15, 2012 - ByAllAccounts, Inc. , the financial advisors’ choice for account aggregation , today announced that assets flowing daily through its aggregation engine reached $400 billion during 2011, nearly double the amount at the end of 2010. ByAllAccounts added new clients at the rate of roughly one per business day. The jump is being fueled by the increasing demand from advisors who want to provide holistic wealth

Bennett Gross, CFA, Joins EP Wealth Advisors

Los Angeles – February 14, 2012 - EP Wealth Advisors  (EPWA), a fee-based financial planning and investment management firm with $1.1 billion in assets under management, announced that Bennett Gross, CFAâ has joined the firm as an investment strategist. “Bennett is a seasoned professional with long-standing relationships with his clients,” said Patrick Goshtigian, president of EPWA. “He is a great addition to our team and his decision to join the firm marks another step on our growth trajectory.” Gross has 25 years of experience working with high net worth

Choice in Fee Structure Has Value

John Brackett Says There Is More than One Way For Professional Financial Advisors to Do BusinessPleasant Hill, Calif. (February 14, 2012) – At a time when faith in American institutions including the financial industry is at an all-time low, the debate over how to provide the best financial advisory services ensues among industry thought leaders. While many maintain that a line must be drawn to distinguish between fee-only professional advisors and commission-based “sales agents who are masquerading as professionals,” others dispute such a purist approach. John Brackett, partner of San

Loring Ward Releases Whitepaper on Three Hurdles to Implementing an SRI Mutual Fund Strategy

A New Perspective on Socially Responsible InvestingSan Jose, Calif. – February 10, 2012 – Loring Ward announced the publication of a new white paper for investors interested in Socially Responsible Investing (SRI): Three Hurdles to Implementing an SRI Mutual Fund Strategy . Based on in-depth, original research, including the work of behavioral finance pioneer and Loring Ward Investment Committee  member, Professor Meir Statman, the

T3 Technology Conference Welcomes Financial Planning Students and Professors

Scholarships Provided by Industry Tech Innovators MoneyGuidePro and RedTail CRMDallas – February 10, 2012 – Joel Bruckenstein and David Drucker, producers of the 7th Annual “T3” Technology Tools for Today™ Conference today announced the gifting of generous conference “scholarships” for students enrolled in the financial planning curriculum at Texas Tech University and the University of Texas at Dallas. Technology innovators MoneyGuidePro (www.moneguidepro.com) and Redtail Technology (www.redtailtechnology.com) are providing free conference passes for the students to attend the T3

Cornerstone Revolutions and MacroRisk Analytics Partner to Help Advisors Improve Investment Performance

PORTLAND -- February 9, 2012 - Cornerstone Revolutions, Inc ., provider of the PowerAdvisor portfolio management system, and MacroRisk Analytics  have formed an exclusive alliance to offer an integrated, robust and affordable set of tools to help advisors improve investment performance and risk-exposure in different economic conditions. “We want to offer our advisors more than just basic analytics,” said Cornerstone President and CEO Mary Hepler. “We want them to have tools to proactively adjust client investments to reduce

What Matters?

New Novel Illustrates the Importance of Passing on Life Stories  and Values to Loved OnesAmericans routinely focus on the importance of financial planning, retirement planning and estate planning. Each is important for the well being of one’s financial life, and for providing for the loved ones left behind after death. But according to authors Cam Thornton and Rod Zeeb, traditional planning only deals with the money we accumulate, not the meaning of our lives. “Most people are concerned throughout their life with money,” says Thornton. “How much do they have now, how much will they have

ByAllAccounts’ Survey Reveals Why Investors Hire, Fire Financial Advisors

Co-sponsored by Paladin Registry, Survey Illuminates Challenges, Opportunities for Financial ProfessionalsBOSTON – February 1, 2012 – More than 60 percent of affluent investors are considering firing their financial advisor within the next twelve months. This startling statistic is among those found in the “Why Investors Hire and Fire Financial Advisors” survey conducted by ByAllAccounts, Inc. , the financial advisor’s choice for account aggregation , in conjunction with the Paladin Registry of

Technology Conference for IBD Home Office Personnel and Registered Reps Gathers Steam

New Broker/Dealer Technology Report and TechLeaders Conference Provide Tools Broker/Dealer Management Teams Need to Start Solving Technology Problems NowDALLAS [February 2, 2012] – Peter Montoya, a nationally-known financial services industry veteran, and Chip Kispert, one of the industry’s leading technology consultants, today revealed the preliminary agenda for the TechLeaders 2012 Conference, the only conference focused exclusively on technology resources for Broker/Dealer management. The inaugural conference will be held March 19-21, 2012 at the Omni Mandalay Hotel at Las Colinas in

Securities America Publishes White Paper On Overspending in Retirement

LA VISTA, Neb. - January 25, 2012 - Securities America recently released a new white paper, “Talking to Clients about Overspending in Retirement,” the third in the independent broker-dealer’s Retirement Income Distribution white paper series. “Advisors often face the difficult task of talking to clients about the impact of overspending on their retirement income distribution plans,” said Paul Lofties, Securities America vice president of wealth management services and product distribution. “Our white paper provides advisors important insights as to why clients may overspend, choices the

Exclusive Partnership Brings Turnkey Straight-Through-Processing Solution to the Financial Services Industry

Docupace Technologies and Efficient Technology, Inc. Introduce Real-Time Paperless Processing ServiceLOS ANGELES – January 23, 2012 – Financial advisors continually struggle with efficiency and productivity issues in their day-to-day business operations. Solutions providers, such as Docupace Technologies and Efficient Technology (ETI), are committed to reducing errors, costs and labor through the smart use of systems and technology. The two firms announced today at the FSI Conference in Orlando, Florida, that they have partnered to bring a new standard to the industry. This exclusive

FinaMetrica Expands Business Development Team in United States, Offers Introductory Meetings

Industry Experts, Nunnally and Roche, to Represent Acclaimed Risk Profiling Software CompanySydney, Australia -- (January 18, 2012) – Geoff Davey, co-founder of FinaMetrica â, the leader in psychometrically-based risk profiling solutions for financial advisors, announced that Tyler Nunnally and Robert Roche will serve as the firm’s business development consultants in the United States. Nunnally, based in Atlanta, will focus on the eastern part of the country, while Roche, based in Southern California, will handle the western United States. “Tyler and Robert

InvestorPlace.com Announces Charles Sizemore as Best Stock Picker of 2011

Charles Sizemore Soars above Competitors with 45% Return on Visa as his Stock Pick, Announces Best Stock for 2012ROCKVILLE, MD AND DALLAS - (January 12, 2012) — Charles Sizemore, Chartered Financial Analyst and editor of The Sizemore Investment Letter, has won InvestorPlace.com’s annual stock-picking contest. Sizemore’s best stock pick for 2011 was Visa, Inc. (NYSE:V), a data processing and electronic payments company, was up 44% in 2011.     “This is an incredible win,” said Jeff Reeves, Editor, InvestorPlace.com. “The Dow ended up 4.68% for the year ending 2011, while the S&P 500

Gordon Bernhardt named a 2012 Five Star Wealth Manager Award in D.C. Area

McLean, VA (January 11, 2012) – Gordon Bernhardt, CPA, PFS, CFP®, AIF®, founder and president of Bernhardt Wealth Management, has been named a 2012 Five Star Wealth Manager Award recipient in the Washington D.C. area, by Five Star Professional. “The Bernhardt Wealth Management team and I are truly honored to be named among such a prominent list of well-respected wealth managers,” said Gordon J. Bernhardt. “It is our commitment to building long-term relationships based on ethics, service and trust that has allowed us to continue helping a growing number of people make better decisions

Flat Fee Portfolios Refreshes Website

Institutional-quality asset management program, Flat Fee Portfolios, launches a refreshed website with a limited time offerPARSIPPANY, N.J. (December 20, 2011) – Flat Fee Portfolios  is pleased to announce the re-launch of their website, www.flatfeeportfolios.com. The purpose of the redesign is to provide a more robust website where investors can not only gain a better understanding of the program, but also find helpful information on related topics of interest.   By utilizing the innovative Investor Resource Center 

T3 Technology Conference Adds Timely New Sessions to the 2012 agenda

Joel Bruckenstein and David Drucker Bring New Insights to Financial Advisor AttendeesDecember 8, 2011 (Dallas, TX) – Joel Bruckenstein and David Drucker, producers of the 7th Annual “T3” Technology Tools for Today™ Conference to be held at the Hilton Anatole in Dallas, Texas, Feb. 16-18, 2012 today announced additional sessions to the conference agenda. “Advisors need to be at the forefront of technology, especially if it means a better client experience. We are thrilled to present some of the truly impressive technology that providers have created for financial advisors,” said Joel

Middle-Income Not Always Well-Served by Investment Community

Flat Fee Portfolios and Garrett Planning Network Bring Affordable, Professional Solutions to the “Average” InvestorPARSIPPANY, NJ – November 9, 2011-- According to Mark Cortazzo, CFP®, founder and Senior Partner of MACRO Consulting Group and creator of Flat Fee Portfolios , and Sheryl Garrett, CFP®, AIF®, founder of the Garrett Planning Network , the needs of middle-income investors are not being met by the financial advisory and investment community – and they are both working to do something about it. “The

ByAllAccounts’ Webinar to Offer Financial Advisors Tips on How to Stand out in a Crowded Space

Webinar to Feature Scott McKain, Ultimate Client Experience(R) ExpertBOSTON - 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 practices on the critical skills financial advisors need to differentiate themselves and stand out from the competition. McKain developed one of the first online comprehensive client

ByAllAccounts’ Webinar to Offer Financial Advisors Tips on How to Stand out in a Crowded Space

Webinar to Feature Scott McKain, Ultimate Client Experience(R) ExpertBOSTON - 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 practices on the critical skills financial advisors need to differentiate themselves and stand out from the competition. McKain developed one of the first online comprehensive client

ByAllAccounts Survey Finds Financial Advisors Rate Their Marketing Effectiveness Low

BOSTON -- Oct. 11, 2011 - ByAllAccounts, Inc. , the financial advisor’s choice for account aggregation , today released results from a nationwide survey of over 215 financial advisors indicating that while advisors place high importance on marketing, the vast majority is not focusing their efforts on the most efficient marketing tactics. More than 42 percent of advisors still rely on word of mouth and referrals for new business, while only 12 percent of respondents have a dedicated marketing team or

Peter Montoya and Investment Advisor Magazine Announce Agenda for First-Ever TechLeaders Conference in Dallas

Technology Conference for Independent Broker/Dealers Gives Management Teams Unique Opportunity to Experience the Latest and Greatest Technology SolutionsDALLAS – October 11, 2011 – Peter Montoya, a nationally-known financial services industry veteran, and Investment Advisor magazine, one of the largest advisor-read publications in the independent investment management world, announced today the opening of registration for the TechLeaders 2012 Conference, the only conference focused exclusively on technology resources for Broker/Dealer management. The inaugural conference will be held

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