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It is always an honor to be on this list of top independent financial advisors," said Todd Millay, managing director of Choate Investment Advisors.
DENVER -- Trust Company of America, provider of custody services to fee-based registered investment advisors, today unveiled TCRepresentative, a comprehensive set of tools designed to help advisors effectively manage and service their network of representatives while structuring the relationship to best fit each firm's unique business needs.
In addition to managing the Sierra Club Mutual Funds, Forward Management is the investment advisor for the Forward Funds, a family of 10 mutual funds in small cap, international and specialty asset classes including the Forward International Small Companies Fund, Forward Hoover Small Cap Equity Fund, and the Forward Emerald Opportunities Fund.
serves as the investment advisor to First American Funds.
Kloppenburg has been appointed vice president and director of Portfolio Management - Wisconsin for Banc One Investment Advisors Corporation, it was announced by David J.
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.
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.
Managed by its Active Investment Advisors division, the strategy is based on the insights of index investing authority Dr.
The Funds are managed by the Municipal Fixed Income team of Morgan Stanley Investment Advisors Inc.
The first panel debated the scope of the Investment Advisors Act of 1940 (Act); among the participants was the AICPA's Director of Personal Financial Planning.
With more than 40 years' experience in retirement plan management as the pension operation of The Mutual Life Insurance Company of New York, the employees of Diversified Investment Advisors specialize in meeting the investment and administrative needs of retirement plan sponsors and participants from pre- through post-retirement.
Davidson Investment Advisors, a money management firm based in Montana, today announced that Edward P.
206(4)-3, "Cash Payments for Client Solicitations," of the Investment Advisors Act of 1940.
Founded in 1974, Madison Investment Advisors is independently owned and based in Madison, Wisconsin.
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