ria Latest News

Report Examines Domestic and Foreign Economic Stimulus Activities

Hein Participates in The Daily Business Review’s Wealth Management Roundtable in Miami

Attolini To Enhance Firm’s Latin American Client Services With Emphasis on Mexico

McGladrey Wealth Management LLC was recently ranked as the nation’s 20th largest RIA firm in Financial Advisor magazine’s 2012 ranking of Top RIA Firms. The publication’s rankings included more than 500 RIAs from across the country.

The following advisors have recently joined Summit Brokerage Services, the #1 Boutique Broker-Dealer in the Country* for two years in a row.

The IAQ Video Network’s productions inform and educate environmental professionals and the general public about important environmental issues.

Report Examines Domestic and Foreign Economic Stimulus Activities

Hein Participates in The Daily Business Review’s Wealth Management Roundtable in Miami

Attolini To Enhance Firm’s Latin American Client Services With Emphasis on Mexico

McGladrey Wealth Management LLC was recently ranked as the nation’s 20th largest RIA firm in Financial Advisor magazine’s 2012 ranking of Top RIA Firms. The publication’s rankings included more than 500 RIAs from across the country.

The IAQ Video Network documented this year’s annual conference of the Restoration Industry Association (RIA).

The following advisors have recently joined Summit Brokerage Services, the #1 Boutique Broker-Dealer in the Country* for two years in a row.

Legends Environmental Insurance Services will be exhibiting at the annual Restoration Industry Association (RIA) Leadership Summit & Expo.

On January 30, 2012, InvestmentNews magazine reported on the top 50 independent broker-dealers ranked by financial advisors producing $100,000 to $499,000 a year.

The Self-Regulatory Organization for Independent Investment Advisers has launched a first of its kind web tool to help ease the process of state registration for Investment Advisers.

The IAQ Video Network’s productions inform and educate environmental professionals and the general public about important environmental issues.

Actionable Strategies CEO Jeffrey Wu was part of an exclusive group of consulting firms invited to a forum on the broker/dealer and RIA market where he discussed emerging financial industry trends, regulatory impacts and technology solutions.

Jonathan N. Castle of Paragon Wealth Strategies, Inc. in Jacksonville, FL has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA).

Legends Environmental Insurance Services provides coverage for restoration and abatement contractors performing this vital service.

The IAQ Video Network produces another public outreach video to educate the public about environmental and indoor air quality (IAQ) issues.

Martek Power, recognized as an industry leader in the design and manufacture of power supplies and power converters, will exhibit several new railway qualified products at Railtex 2011.

The IAQ Video Network produces another public outreach video to educate the public about environmental and indoor air quality (IAQ) issues.

A-lign™ Develops Methodology to Assist Companies in Complying with SEC Custody and RIA Rules

The eastern Algarve is one of the most un-spoilt, authentic parts of Portugal. Recently voted “best place to buy and invest” by the UK’s leading overseas property program, A Place In The Sun.

Aligned with the RIA, PODS will build on its successful track record in serving the industry

Windstone to present Lighthouse Realty Fund, LP's offering to an extensive network of accredited investors to participate in the opportunities currently available in the real estate market and has raised over one billion dollars since its inception.

The founder of the IAQ industry’s only dedicated marketing and PR consulting firm provides useful suggestions.

Actionable Strategies was part of an exclusive panel on the broker/dealer market. Actionable Strategies CEO Jeffrey Wu discussed industry trends, market structure changes, technology strategies and critical challenges.

Bluemont Capital Advisors, LLC recently welcomed Vicki Martin, CTFA® to its firm to build out its trust and estates offering in Northern Virginia.

Chimera Strategies, a Business Broker based in New York, is seeking Registered Investment Advisors (RIAs), Chartered Financial Planners (CFPs) and other asset managers located in Nassau or Suffolk County.

Strategic Data Systems (SDS) team members, Ryan Cromwell and Steve Gentile, served as advisors to the Patterns and Practices Developer’s Guide, Prism, released by Microsoft Corporation in November 2010.

Allan Boomer, a former Goldman Sachs Vice President, has joined Fiduciary Management Group, a premier independent wealth management firm. Boomer spent seven (7) years in Goldman's Private Wealth management group, and managed $450mm in investments.

The Environmental Marketer, published by Cochrane & Associates, provides growth strategies to help build indoor air quality (IAQ) and environmental businesses. Starting in September, the electronic newsletter will also be published in video format.

Marathon Strategic Advisors, LLC is pleased to announce that the Paladin Registry has awarded Marathon its highest Five-Star Rating for the sixth consecutive year.

FIVE STAR Wealth Managers are selected as a result of a rigorous independant research process. Recipients represent the top 6% of wealth managers in the Milwaukee County area who are featured in the July, 2010 issue of the Milwaukee Magazine.

Uzurp, an online database of Registered Investment Advisors, offers tips on finding the best Registered Investment Advisor

Kathy Henningsen Financial Advisor at Retirement Asset Management in Bellevue, WA received her Certified Financial Planner certification from the Certified Financial Planning Board.

The online video channel and website posts its fourth conference video of the year.

Key2Flex is announcing its partnership with the People’s Credit and Finance Corporation (PCFC) to develop its geographic information system or GIS.

Arquitos Capital Management announced today that it will donate a portion of its fees from The Freedom Fund to soldier support organizations. ACM honors those who support our troops overseas and urge other firms to consider making a donation as well.

Goodman & Company is offering a RIA compliance webinar at no charge on May 20 and May 25. The session is designed to help you better understand these regulations, answer questions and provide the opportunity to assess your needs.

Luristic Corporation, a software company specialized in Rich User Experiences (RUE) announced today the availability of LureList – a web-based component that manages list of items, which is very common occurrence.

AEGIS project kindly invites you to the 2nd Pan-European Workshop/User Forum - 1st International ÆGIS Conference “Access for All in desktop, web and mobile field: end-user and developer perspective”, Seville, Spain, 6-7-8 October 2010.

The best of India's Java and RIA programmers have learnt the subject from Marty's seminal books Core Servlets and JavaServer Pages (first and second editions), More Servlets and JavaServer Pages, and Core Web Programming (first and second editions).

Luristic Corporation, a software company specialized in Rich User Experiences (RUE) announced today the availability of LureMap – an ideal website map that never leaves you wonder how you got there or how to go somewhere.

Great Indian Developer Summit is India's Biggest Polyglot Conference for IT Professionals

JavaServer Faces is a Java-based Web application framework intended developed to simplify development integration of Web-based user interfaces.

Massachusetts Regulation 201 CMR 17.00 requires all Investment Advisers with even just one client residing in Massachusetts to do the following.

Having to do more with less, smaller firms with low marketing budgets may be be taking the lead in adapting marketing strategies to FINRA 10-06's more permissible stance on social media.

Researchers and compliance officers are rallying around FINRA’s landmark 10-06 rule on social media-driven investment communications to give guidance to legions of newly energized investment marketers.

With support from the International Game Developer Association (IGDA), the gaming industry at large and academia, the summit's intent is to build a robust community, advance the careers and enhance the lives of game developers.

Hemanth Sharma is coming this February to India's first and independent annual summit for the game development ecosystem - India Game Developer Summit

Ascensus, a leading retirement plan solutions provider, bolstered its sales force with an additional Regional Vice President, Josh Haynes, who will focus on the company’s “Rocky Mountain” territory.

GIDS is the gold standard for India's software developer ecosystem for gaining exposure to and evaluating new projects, tools, services, platforms,languages, software and standards.

GIDS is the gold standard for India's software developer ecosystem for gaining exposure to and evaluating new projects, tools, services, platforms,languages, software and standards.

Iksanika, a high-end US-based software development company with production center in Eastern Europe, has announced today the launch of travel and entertainment practice.