Innovative Platform to Meet Investor Demand for Physical Precious Metals
SIOUX FALLS, S.D., Nov. 22, 2011 — Kingdom Trust is excited to announce that advisors can now buy, store and sell physical precious metals for their clients through Kingdom Trust, just as they would direct the purchase of equities or any other investment. The demand for precious metals has grown tr…
Affluent U.S. Pre-Retirees Report Greater Resilience to Market Turmoil
Latest research among affluent individuals purchasing diversified insurance and investment products for their retirement shows that the share “in market” to make a near-term change with their investment advisor(s) or portfolio strategy has dropped from 73% in November 2009 to 43% thi…
Exit Planning Institute Opens Northeast Ohio Chapter
Organization Provides CPAs, Attorneys, M&A Advisors, Wealth Managers, Financial Advisors and Other Professionals with Education and Networking Opportunities, and Collaboration to Better Serve Business Owners Planning Their Exit/Transition
CHICAGO, Oct. 25, 2011 — The Exit Plannin…
Junxure Most Widely Used CRM by Advisors
“Investment News” Survey Ranks Adoption of CRM
RALEIGH, N.C., Oct. 12, 2011 — A recent Investment News survey of 897 financial advisors revealed that more of them use Junxure than any other CRM. Usage of Junxure was more than 21 percent, nearly three times that of Salesforce and more t…
SEATTLE, Sept. 14, 2011 — Financial services professionals across the United States are invited to attend a free webinar from Pro Athlete Direct™ (http://www.proathletedirect.com/webinardates) designed to outline the roadmap for adding professional athletes to client bases and raisin…
Leading CRM Developer Now Supports Advisors With Combination of Consulting, Training and Software
New Junxure Website Reflects Evolution of Business
RALEIGH, N.C., Aug. 24, 2011 — Junxure has introduced a new website — http://www.junxure.com — that reflects the company’s evolution from software provider to full-service practice improvement firm. Junxure clients no…
Under New Ownership, Tailor-Made Magazine Offers Affordable Marketing Tool for Business Owners
PORTLAND, Ore., July 26, 2011 — Imagine sending clients and prospects a glossy full-color 20-page magazine every quarter. The cover includes your company’s name and logo, the company president’s photo, a group shot or the option to feature a customer. The inside features a persona…
Investment Firms See Value in Qualified Custodians
SIOUX FALLS, S.D., June 28, 2011 — July 21st marks the one-year anniversary of the Dodd Frank Act and the due dates for action and accountability on a number of its provisions. One major component of the legislation that investment firms must understand is the “Custody Rule.”
This ame…
Does Your Personal Financial Advisor Have Your Best Interests in Mind?
Free Report Shows How to Hire a Personal Financial Advisor
PLEASANTON, Calif., June 9, 2011 — In the wake of the Wall Street scandals, wealthy investors and affluent retirees are asking some tough questions about financial planning. Is my financial advisor trustworthy? Is my financial advisor c…
95 Percent of Financial Advisors Give Clients Bad Financial Advice, Expert Says
Personal finance expert reveals insider secrets about the financial services industry, challenging Americans to take control of their financial outlook
RANCHO CUCAMONGA, Calif., May 31, 2011 — If financial advisors are supposed to help their clients make sound financial decisions, why have…
