WALNUT CREEK, CA — (Marketwired) — 06/27/17 — In the news release, "Advisor Software Launches Behavioral IQ, First-of-Its Kind Behavioral Finance Risk Assessment Solution," issued earlier today by Advisor Software, we are advised by the company that the final sentence of the eighth paragraph has been removed from the initial version of the release. Complete corrected text follows.Behavioral IQ enables advisors to truly understand their clients– personalities and risk tolerance to
VICTORIA, BRITISH COLUMBIA — (Marketwired) — 09/15/15 — Dollar Divas Victoria, a social networking group that aims to educate women on financial matters, is celebrating a milestone: 500 members – and it continues to grow!Launched in January 2012, Dollar Divas was created with a dual goal: to help women become more financially independent by offering free seminars on real estate and investing and to help expand the client bases of its two founders: Jen Paterson and Saira Waters.At the time, P
BELMONT, CA — (Marketwire) — 01/16/13 — , helping organizations benefit from communications, collaboration and social networking, today announced its participation in the 2013 Janney Elite Financial Advisor Conference. The annual two-day learning event, hosted by Janney Montgomery Scott LLC, is a unique opportunity for the firm-s financial advisors to interact with peers and attend a variety of training seminars and presentations that cover a range of productivity and practice management top
CLEVELAND, OH — (Marketwire) — 09/25/12 — , a third-party administration firm with offices in Cleveland, Columbus and Cincinnati, has launched the Cash Balance (CB) Navigator app. This free app allows financial advisors to quickly and easily generate a maximum annual contribution amount for clients and prospects."The app is the first of its kind," said Trinity Principal Kevin Bergdorf. "Financial advisors, or anyone concerned with retirement planning, can create an accurate e
