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Financial advisors
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481	TEXAS STATE UNIVERSITY SYSTEM Disclosures of Investment Information Annual Questions – FY[removed]Does the institution employ outside investment advisors or managers and, if so, who are they? Add to Reading List Source URL: gato-docs.its.txstate.edu Language: English - Date: 2014-12-03 18:20:40 Economics Money Business Financial services Investment Finance Financial adviser
482	MSRB WEBINAR Request for Comment on Draft Amendments to MSRB Rule G-20, on Gifts, Gratuities and Non-Cash Compensation, Extension to Municipal Advisors Hosted by the Municipal Securities Rulemaking Board \| November 13, 2 Add to Reading List Source URL: www.msrb.org Language: English - Date: 2014-11-28 14:52:11 Municipal Securities Rulemaking Board Law Dodd–Frank Wall Street Reform and Consumer Protection Act Financial Industry Regulatory Authority Economy of the United States Rulemaking Securities Exchange Act Self-regulatory organizations United States securities law Financial regulation
483	Sterne Agee Announces Expanded eCustody Platform Powered by Interactive Data’s MARKET-Q Interactive Data’s MARKET-Q & Sterne Agee’s eCustody platform offers one-stop-shop for advisors and broker-dealers New York, N Add to Reading List Source URL: www.interactivedata-prd.com Language: English - Date: 2014-12-16 12:56:30 Financial data vendors Finance Interactive Data Corporation Market data Electronic trading Financial markets Financial economics Investment
484	When the volatility of financial markets sends shivers up your spine, talk to your personal financial advisor to ensure that your investments continue to reflect your profile and situation. Competent advisors are committ Add to Reading List Source URL: www.chambresf.com Language: English - Date: 2014-08-14 16:10:28 Financial planner Competence Financial Advisor Business Money Economics Finance Investment Financial adviser
485	`FOR IMMEDIATE RELEASE Contact: Rebecca Howard[removed]ext[removed]removed] NAPFA Statement on Discontinuance of 2% Exception for Members By Geoffrey Brown, CEO, National Association of Personal Financial Advi Add to Reading List Source URL: origin.library.constantcontact.com Language: English Certified Financial Planner Board of Standards Money Financial adviser Finance National Association of Personal Financial Advisors Business
486	National Association of Insurance and Financial Advisors 2901Telestar Court • Falls Church, VA[removed] • ([removed] • www.naifa.org September 4, 2014 Ms. Jennifer Cook Health and Life Counsel Add to Reading List Source URL: naic.org Language: English - Date: 2014-09-05 14:41:49 Financial institutions Finance Institutional investors Annuity National Association of Insurance Commissioners Financial adviser Life insurance Financial economics Investment Insurance
487	THE SEC MUST ACT – A UNIFORM FIDUCIARY STANDARD FOR PROVIDING INVESTMENT ADVICE IS NEEDED TO PROTECT INVESTORS FROM HARM Members of “Friends of Fiduciary” Renew Call for SEC to Move Forward with a Rulemaking; Major Add to Reading List Source URL: www.napfa.org Language: English - Date: 2014-04-15 16:01:08 Investment Business Late-2000s financial crisis Financial adviser Fiduciary U.S. Securities and Exchange Commission Dodd–Frank Wall Street Reform and Consumer Protection Act National Association of Personal Financial Advisors Registered Investment Advisor Finance Law Financial economics
488	Optimity Advisors Announces Acquisition of Matrix Knowledge LONDON, UK, LOS ANGELES, CA, NEW YORK, NY and WASHINGTON, DC. (September 15, 2014) – Optimity Advisors announced it has agreed to acquire the London, UK-based Add to Reading List Source URL: www.optimityadvisors.com Language: English - Date: 2014-09-15 08:49:14 Management consulting Business Economics Finance Financial adviser Investment
489	Legacy Planning: Positioning Your Business for Growth Helping your clients reach their charitable goals can add long-term value to your practice. It might seem counterintuitive, but advisors who help their clients fulfil Add to Reading List Source URL: www.aefonline.org Language: English - Date: 2014-09-08 10:14:36 Investment Community foundations Structure Foundation Charitable trust Private foundation Fundraising Economics Financial adviser Charitable organizations Donor advised fund Philanthropy
490	How to support those with no selfcontrol By Nicola Middlemiss \| 10 Oct 2014 Financial advisors have long battled to educate clients on the importance of proper retirement planning but one leading economist has said this Add to Reading List Source URL: ppforum.ca Language: English - Date: 2014-10-17 11:40:26 Financial services Investment David Laibson Personal finance Taxation in Canada Pension Retirement Registered Retirement Savings Plan Nudge Economics Financial economics Finance

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