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References in periodicals archive ?

A key advantage of Advisor Direct Trust is that it allows Estate Planning Team advisors to continue to have full discretion to choose and manage investments that best meet the investment objectives of their clients' trusts, including stocks, bonds, mutual funds and other marketable securities.

The Estate Planning Team to Offer Franklin Templeton Bank & Trust Services to Financial Advisors

IXIS Asset Management Advisors Group is part of IXIS Asset Management Group, a $546 billion(1) global investment management firm that ranks among the top 20 money managers in the world.

IXIS Asset Management Advisors Group Appoints Thomas Nelson as Senior Vice President and Dana Hartwell as Vice President

Peak Performance is much more than a typical training course -- it's an interactive workshop that provides practical, effective tactics to help advisors increase the breadth of services they offer to their clients and minimize the challenges inherent in a transition to a fee-based business," said Dan Maurer, SVP of Marketing for Curian Capital.

Curian Capital Expands Advisor Education Workshops; Peak Performance Program Assists Advisors with the Transition to Fee-Based Business

WFG Capital Advisors announces that National Penn Capital Advisors, Inc.

WFG Capital Advisors Announces that National Penn Capital Advisors, Inc. Acquires RESOURCES for Retirement, Inc.; Leading 401(k) Firm to Help National Penn Expand into 'Large Plan' Market

FAF Advisors is a national investment firm that serves as the registered investment advisor to First American Funds and provides customized portfolio management to corporations, public entities, nonprofit organizations, and other institutions.

First American Funds' Investment Advisor Assumes New Name of 'FAF Advisors' Today

The scope of the search engine has been broadened to include all Advisor materials, including alerts, updates, and presentation center materials.

Forefield Announces Next Generation Advisor Platform; Next generation Forefield Advisor platform introduces e-mail presentation materials, expanded search engine, and additional commercial printing options

Matt has been instrumental in the success of IXIS Asset Management Advisors Group," said Mr.

IXIS Asset Management Advisors Group Names Matthew Witkos to Head U.S. Distribution

Incorporating elements of past Advisor titles such as "Security Advisor," "Development Advisor" and "Supply Chain Advisor," "Business Security Advisor" is taglined "expert advice on business security solutions.

"Business Security Advisor" and "Advisor Basics of FileMaker Pro" from Advisor Media

Anyone who has financial goals and objectives" but doesn't feel completely comfortable coming up with their own strategies "should hire an advisor," says Elissa Buie, president of the Denver-based Institute of Certified Financial Planners.

the right stuff

The role of the physician advisor is not simply that of supporting the nurse review function, but more of negotiator and educator with practicing physicians.

Developing an in-house physician advisor program

Part I of this two-part article examined the reportable transactions subject to the taxpayer return disclosure and the advisor list-maintenance rules under the modified temporary regulations.

Tax shelter Temp. Regs

Advisor said the mission of the magazine is to help readers "get the maximum benefit from GroupWise" with information on technical and management innovations, strategies and practices.