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Tag: Financial Services

Fure Financial is an independent, fee-based financial planning firm based in Minneapolis, MN. The company, founded in 1984, offers holistic investment advice to manage client assets with an eye toward fulfilling life goals, a successful strategy that has grown Fure—almost entirely by referrals—into the trusted advisor and wealth manager for 360 families. (more…)

Keane Capital Management, Inc. is a hedge fund firm based in Charlotte, NC. Since its founding in 1999 with a staff of just two, the firm has grown to seven full-time employees handling fund portfolios for some 250 high net worth investors. With this growth came the need for greater administrative efficiency, which led to Ted Slack joining the firm as its first controller in 2005. (more…)

DENVER, CO (Laserfiche)—October 7, 2010—Next Monday, Laserfiche (booth #215) will host an educational breakfast session titled “Prepare for the Coming Compliance Tsunami” from 7:00-8:00 am at FPA’s annual conference in Denver, CO. The breakfast session, led by Senior Laserfiche Consultant Timothy Welsh, CFP®, will explore how content management technology can help financial advisors adapt to the sweeping changes outlined in the Dodd-Frank Act. (more…)

LOS ANGELES, CA (Laserfiche)—September 30, 2010—Laserfiche is pleased to announce that it has published a new white paper titled “What Financial Advisors Need to Know about the Dodd-Frank Act.” The educational guide explores how enterprise content management (ECM) software can help financial advisors adapt to the sweeping regulatory changes outlined in the Dodd-Frank Act. (more…)

LONG BEACH, CA (Laserfiche) March 11, 2010—Laserfiche announced today that it has partnered with First Allied Securities, Inc., a leading independent broker/dealer, to deliver a customized content management solution to nearly 1,000 of First Allied’s independent financial advisors. Laserfiche will be a key component in First Allied’s efforts to transition its advisors to a truly paperless office. (more…)

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