adviser Latest News

Quest CE, premier provider of insurance continuing education and FINRA firm element training, recently invited over 50,000 financial advisors to participate in its nationwide survey.

Initiatives in Business Development (ibd) are pleased to announce Grahame Jones as their new Regional Manager for Cheshire, the West Midlands and North Wales.

Large telecoms mergers and acquisitions are increasing across Asia and will form a key talking point of several sessions at the annual TMT Finance & Investment Asia conference in Hong Kong on February 6.

BrightPath Wealth Planning, LLC is proud to announce the launch of the BAM ALLIANCE, an active community of like-minded, independent wealth management firms dedicated to delivering on the promise of true wealth management.

Dr. Ron Rhoades, JD, CFP® to bring top experience and knowledge to key leadership role in leading Fee-Only professional association

A new conference will take place in London on March 14 to assess the the anticipated upswing in mergers and acquisition activity. TMT M&A Forum 2012 - how transactions will drive change in telecoms, tech and media globally.

Quest CE, premier provider of insurance continuing education and FINRA firm element training, recently invited over 50,000 financial advisors to participate in its nationwide survey.

Initiatives in Business Development (ibd) are pleased to announce Grahame Jones as their new Regional Manager for Cheshire, the West Midlands and North Wales.

Large telecoms mergers and acquisitions are increasing across Asia and will form a key talking point of several sessions at the annual TMT Finance & Investment Asia conference in Hong Kong on February 6.

BrightPath Wealth Planning, LLC is proud to announce the launch of the BAM ALLIANCE, an active community of like-minded, independent wealth management firms dedicated to delivering on the promise of true wealth management.

NAPFA and Advisorology, LLC partner to launch FeeOnlyNetwork.com

Dr. Ron Rhoades, JD, CFP® to bring top experience and knowledge to key leadership role in leading Fee-Only professional association

FSI Advocates for Main Street Americans’ Access to Independent, Affordable Financial Advice

The internationally acclaimed annual telecom leadership conference TMT Finance and Investment Middle East 2012 Conference and Awards Ceremony returns to Dubai on May 2-3, 2012 (www.tmtfinance.com/me).

A new conference will take place in London on March 14 to assess the the anticipated upswing in mergers and acquisition activity. TMT M&A Forum 2012 - how transactions will drive change in telecoms, tech and media globally.

San Diego, CA - August 2011: Dowling & Yahnke is celebrating its 20th anniversary as an independent financial adviser to the San Diego community. The founding partners, Mark Dowling and Dale Yahnke, started the firm in 1991.

Connaught Asset Management has today announced it is extending its recent successful programme of UCIS road shows and is offering any IFA or Wealth Management firm an individual seminar session as long as 10 or more people can attend.

TMT Finance and Investment Africa will discuss infrastructure investment and merger and acquisition strategies, bringing telecom executives, financiers and advisers to London. (www.tmtfinance.com/africa)

Standard Chartered’s Head of Research West, Marios Maratheftis, will deliver a keynote on the implications of the World Economic Supercycle at the TMT Finance & Investment Middle East 2011 Conference at the Ritz-Carlton in Dubai on May 9-10.

The organizers of the 5th annual TMT Finance and Investment Middle East 2011 conference and Awards Ceremony have announced that the event will move to the Ritz-Carlton at the Dubai International Financial Centre on May 9-10

Operators, Investment Firms, Service Agents and Media Providers to Discuss Global Challenges and Opportunities

The annual TMT Finance Middle East Conference which brings together global telecom leadership with investment bankers, investors and legal experts is taking place in Bahrain for the first time in May 2011.

A new study by MyPrivateBanking Research reveals that up to now high net worth individuals are most likely to have gained experience with fee-only financial advice. But with new regulations and laws coming around in the EU, this will soon change.

The international telecom, financing and strategy forum TMT Finance and Investment Asia (www.tmtfinance.com/asia) has announced that it is returning to Singapore on November 3-4.

Chief executives from rival international telecom tower operators Eaton Telecom, Helios Towers and American Tower are meeting in London on 21 June (www.tmtfinance.com/africa) to debate acquisition strategies for African communications infrastructure.

The Financial Services Career Center™ Group on LinkedIn, with over 25,000 members, features global employment opportunities, advice and resources for Financial Services professionals and recruiters from across the Globe.

Zynergy Financial Planning, based in Red Bank, NJ, was born out of the desire to offer the customer a better choice in financial services.

TMT Finance and Investment Africa will bring leading telecom executives, investors, bankers and professional advisers to London on June 21-22, 2010 to debate strategy, financing and M&A opportunities.

The bankruptcy estate of Lehman Brothers on Monday proposed an initial reorganization plan that would lift the remains of the investment bank out of Chapter 11. Lehman’s plan involves the creation of LAMCO,would serve as asset management adviser.NC

Leading investment banking and legal advisers will meet in Doha to debate telecom consolidation prospects in the emerging markets on the M&A Advisers Panel at the much anticipated TMT Finance and Investment Middle East 2010 conference on April 26.

Chief executives from Qtel, Etisalat, Saudi Telecom, Telecom Egypt, Vodafone and Tata Communications will debate strategy and M&A at the opening session of the much anticipated TMT Finance & Investment Middle East event in Doha on April 26-27.

For the third consecutive year, Retirement Coach Jeff Lapidus has been named a Five Star Wealth Manager in St. Louis.

The categories for the 2nd TMT Finance Middle East 2010 Awards celebrating the outstanding achievements of telecom and tech companies and their banking and legal advisers have been released. The winners will be announced in Doha, Qatar on April 26.

Among the hundreds of insurance agencies throughout the state of West Virginia, the Bond Insurance Agency was recently appointed to the Virtual Insurance Advisor recommended agency register

Among the thousands of insurance agencies throughout the state of Mississippi, Treutel Insurance Agency Inc. was recently appointed to the Virtual Insurance Advisor recommended agency register.

Celebrating its five-year anniversary on 1 December 2009, Financial Planning Standards Board Ltd. (FPSB) released a global position paper, “The State of the Financial Planning Profession in the ‘Post-Trust’ Era.”

UK expats have had pension transfers to offshore investments in Gibraltar suspended in a row between the taxman and Gibraltar pension providers over income tax.

Since 2009 has continued to be another volatile year for investments, many individuals are wondering if they should use a professional financial advisor. The evidence shows that investors are better off using professional financial advice.

XL-Recruitment have recently launched a new blog for the financial advisory professional in the UK. Dedicated to the provision of information to the industry it takes a valid look at how the economy and the FS arena is viewed by the FS recruiter.

The S&P 500 Index was down -37% last year, while ECM's average Focus Growth account was down less than 8% in 2008. has launched a new website, www.ECMAdvisors.com to provide additional information.

In India PropertySensex has launched a new service on mobile application to buy/sell/rent a property. The company offers property business for common people. There is an adviser model which is offered by the company.

We’ve all heard of the children’s story Alice in Wonderland, but in his book, Under His Hat...

Donald R. Dion Jr. announced Fidelity Independent Adviser’s selection of ETFOX as the “Best Fund for Second Quarter 2009” in a special subscriber report now available online.

ECM's new Investment Management & Financial News website, www.ECMAdvisors.com , is aimed at helping clients and interested investors access to up to the minute financial news, tools, & market commentary.

The latest edition of ETF Momentum Tracker examines the phenomenon of short ETFs, taking a closer look and the risks—and rewards—associated with the new range of “short bets” flooding the marketplace.

Latest ETF update from Fidelity Independent Adviser's ETF Momentum Tracker features energy, silver, gold, China and Turkey.

Don Dion, publisher of Fidelity Independent Adviser, announced today that iShares Dow Jones US Medical Devices (IHI) had jumped up 16 spots in ETF Momentum Tracker’s Sector Momentum Table.

In the latest edition of Fidelity Independent Adviser’s Sector Momentum Tracker, publisher Don Dion discusses recent trends in natural gas and gives his outlook for Fidelity Select Natural Gas (FSNGX).

In the current issue of Fidelity Independent Adviser’s ETF Report, publisher Don Dion examines a new breed of ETFs designed to offer investors opportunities in “green investing.”

How One Money Manager is Avoiding the “Credibility Crisis”: Don Dion reveals his tips for selecting an adviser.

Don Dion, publisher of Fidelity Independent Adviser, and president of Dion Money Management, announced that he would be shifting from Communications Equipment (FSDCX) to Medical Equipment (FSMEX) in the latest edition of Sector Momentum Tracker.

As mixed news rolls in for the world’s largest pharmaceutical companies, Fidelity Independent Adviser’s Sector Momentum Tracker announced Monday that Fidelity Select Pharmaceuticals (FPHAX) has made gains on the Sector Momentum Table.

Dion Money Management Offers Free Portfolio Review for Investors Hurt by Volatile Markets

Specialist mortgage and remortgage leads and appointments brokerage CPR Marketing Solutions report increasing difficulties faced by network of financial advisers in the current economic climate.

Specialist mortgage broker Enhanced Wealth Limited has this week launched a news blog on its website

Will Bernake’s comments put SLV on the move?