All investment advisors registered with the Securities and Exchange Commission as of Dec.
Due to the substantive changes each advisor's disclosure statement must undergo as part of the new Part 2A and Part 2B format, all SEC-registered investment advisors must, in lieu of an annual offer, deliver to advisory clients their initial ADV Part 2A, as well as all relevant ADV Part 2Bs.
We are proud to continue to attract highly experienced individuals to our firm," said Andrew Davidson, President of Davidson Investment Advisors
The Fund is one of four funds with management overseen by Quantitative Investment Advisors
, including two domestic and two international funds.
Diversified Investment Advisors
' Report on Retirement Plans--2006 survey was conducted by Diversified Investment Advisors
Trust Company of America Institutional Advisor Services is an independent, differentiated provider of custody, trading, and back office services to fee-based registered investment advisors
TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors
(RIAs) and their clients.
DENVER -- Trust Company of America, provider of custody services to fee-only registered investment advisors
, today announced their newest client, Great American Advisors.
Glencrest Investment Advisors
reports that focusing on 401(k) advisory services has proven a savvy business strategy as the three-year-old subsidiary of PFF Bancorp ended its fiscal year with over $196M in 401(k) advised assets.
This important ranking follows on the heels of the unveiling of the NEXT Global Management Account, a fee-based unified management account program designed exclusively for NEXT investment advisors
The survey, a follow-up to the firm's 2004 survey, shows that 43 percent of investors responding were not aware that stockbrokers and investment advisors
offering fee-based advice provide different levels of investor protection (compared to 41 percent in 2004).
Managed by its Active Investment Advisors
division, the strategy is based on the insights of index investing authority Dr.
NEW YORK -- The Bank of New York has launched a new division within its Private Bank that will deliver objective and comprehensive wealth management solutions to high net worth individuals through a team of dedicated investment advisors
Hartwell was most recently with Fidelity Investments where he was responsible for sales and relationship management in the registered investment advisor
DENVER -- Trust Company of America, provider of custodial services and technology, today announced that it will provide custody services for BTS Asset Management, a registered investment advisor
firm specializing in quantitative, market-risk management for mutual fund and variable annuity holders.