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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

Lindner Capital Advisors Selects Angel Oak Multi Strategy Income Fund (ANGLX)

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 (clayton.triick@angeloakcapital.com) (ANGLX) to its portfolios. “We’re very pleased to be able to include this fixed income fund in our investment strategy,” said LCA Investment Committee Chairman, Scott Wetherington. “Angel Oak’s new fund aims to fill

Securities America Develops Unique Approach to Unified Managed Accounts

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 growing investments in the industry today. By 2013, an estimated $327 billion in client household assets will be managed through UMAs. “UMAs were originally designed as a way to

Securities America Unveils Mobile App

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, including iPads, iPhones and Androids – free to all Securities America advisors. “Securities America made the strategic decision to absorb the cost of e*Office Mobile access to

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