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By Janet Levaux, AdvisorOne |
December 26, 2011
Commonwealth Financial Network said it recently added a number of improvements to its online portfolio platform Investor360°. These enhancements, according to the independent broker-dealer, boost the scope of asset information on the platform and allow its affiliated representatives to look at more performance reporting and daily gain/loss data, while also...
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By John Sullivan, AdvisorOne |
December 20, 2011
Get a group of top advisors in a room for an hour and you have just enough time to get through one question. That’s what happened recently when Denver-based managed account provider Curian Capital invited AdvisorOne to an exclusive roundtable discussion with a sampling of the reps and broker-dealers with...
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By Janet Levaux, AdvisorOne |
November 18, 2011
The updated technology brings together more asset information and daily performance data, including holdings in alternatives assets and assets being custodied at a variety of firms.
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By John Sullivan, AdvisorOne |
February 24, 2011
Client risk tolerance remains low; advisors struggle with time management and efficiency.
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By Michael S. Fischer |
March 31, 2010
Curian Capital, a Denver-based asset management firm, has added two products to its stable of custom portfolios
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By Staff Writer |
August 1, 2009
Following its integration with Security Global Investors, Rydex Investments is now branded to advisors as Rydex|SGI. In June, Richard Goldman, CEO of SGI, said the...
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By Ellen Uzelac |
August 1, 2008
As financial advisors abandon their traditional transactional-based business model for something more holistic, one key player has largely failed to keep up: the wholesaler. As Ray...