Financial advisors

Results: 1463



#Item
711Online analytical processing / Computing / MicroStrategy / Electronic commerce / IPad / Tru / Mobile technology / Mobile business intelligence / Mobile banking / Technology / Software / Business intelligence

Five Keys to Successful Mobile Apps in Wealth Management Advisors Want “An App for That”: Helping Them Go Further with Tablets and Smart Phones The scenario is a familiar one: A financial advisor is meeting with a c

Add to Reading List

Source URL: www.microstrategy.com

Language: English - Date: 2014-03-29 15:21:02
712Financial economics / Financial regulation / Business / Investment Advisers Act / Investment / Financial adviser / Investment Advisor / Investment Company Act / U.S. Securities and Exchange Commission / Finance / 76th United States Congress / United States securities law

Administrative Proceeding: Delta Global Advisors, Inc. and Charles P. Hanlon

Add to Reading List

Source URL: www.sec.gov

Language: English - Date: 2011-04-07 12:43:08
713Collective investment schemes / Funds / Institutional investors / Dimensional Fund Advisors / Independent Review Committee / Mutual fund / Financial economics / Investment / Financial services

INDEPENDENT REVIEW COMMITTEE OF THE DIMENSIONAL FUNDS REPORT TO SECURITYHOLDERS FOR THE YEAR ENDED DECEMBER 31, 2013

Add to Reading List

Source URL: ca.dimensional.com

Language: English - Date: 2014-03-21 11:23:44
714Certified Public Accountant / American Institute of Certified Public Accountants / Accountant / Association of Chartered Certified Accountants / CPA Australia / Accountancy / Professional accountancy bodies / Business

Hans C. Pettit, CPA Horne CPA & Business Advisors Hans Pettit serves as a partner in HORNE’s financial institutions practice. His specialized experience includes external and internal audit, loan reviews, regulatory co

Add to Reading List

Source URL: www.excelby5.com

Language: English - Date: 2013-09-08 10:19:22
715Financial services / 76th United States Congress / Collective investment schemes / Funds / Investment Advisers Act / Financial adviser / Investment Company Act / Regulation S-X / U.S. Securities and Exchange Commission / Financial economics / Investment / Finance

SECURITIES AND EXCHANGE COMMISSION [Investment Company Act Release No[removed]; File No[removed]Altegris Advisors L.L.C. and Northern Lights Fund Trust; Notice of Application July 28, 2014 Agency: Securities and Exchan

Add to Reading List

Source URL: www.sec.gov

Language: English - Date: 2014-07-29 10:04:11
716Bank

Money Talks 4 Teens moneytalks4teens.org Or de r Form Money Talks is a series of financial teen guides geared for teens 14 through 18 years of age. A team of University of California Cooperative Extension advisors and sp

Add to Reading List

Source URL: moneytalks4teens.ucdavis.edu

Language: English - Date: 2010-09-10 17:45:23
    717Financial services / Funds / Real estate / Real estate investment trust / Real property law / Net asset value / Collective investment scheme / Regulation S-K / Yield / Financial economics / Finance / Investment

    Apple REIT Six, Inc.; Apple REIT Seven, Inc.; Apple REIT Eight, Inc.; Apple REIT Nine, Inc.; Apple Six Advisors, Inc.; Apple Seven Advisors, Inc.; Apple Eight Advisors, Inc.; Apple Nine Advisors, Inc.; Glade M. Knight; a

    Add to Reading List

    Source URL: edgar.sec.gov

    Language: English - Date: 2014-02-12 17:15:17
    718Wealth management / Foundation / Worth / Business / Rockefeller Philanthropy Advisors / Financial services / New Philanthropy Capital / Philanthropy

    New Philanthropy Capital: Building a marketplace for philanthropy advice Martin Brookes Chief Executive

    Add to Reading List

    Source URL: philanthropy.ie

    Language: English - Date: 2012-03-14 10:33:56
    719Collective investment schemes / Financial services / Exchange-traded funds / Funds / State Street Global Advisors / MSCI EAFE / Mutual fund / Alternative investment / Barclays Capital Aggregate Bond Index / Financial economics / Investment / Finance

    TEXAS TECH UNIVERSITY SYSTEM MANAGED INVESTMENTS YEAR ENDED November 30, 2003 November 30, 2003 BOOK VALUE

    Add to Reading List

    Source URL: www.irim.ttu.edu

    Language: English - Date: 2004-03-01 08:43:45
    720Financial services / Collective investment schemes / Institutional investors / State Street Global Advisors / State Street Corporation / State Street Bank and Trust Company / Mutual fund / Hedge fund / Security / Financial economics / Investment / Finance

    Resolution Plan for State Street Corporation & State Street Bank and Trust Company

    Add to Reading List

    Source URL: federalreserve.gov

    Language: English - Date: 2014-08-06 17:08:16
    UPDATE