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We’re committed to keeping you up to date with latest news and valuable resource.

 
 

New Advisor Announcement: Archer Bay Capital

Palos Verdes Estates, CA., November 20, 2018 / -- Integrated Advisors Network announces Archer Bay Capital LLC, based in the Greater Boston Area as the most recent financial advisory firm to join the Platform.

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Archer Bay Capital LLC is led by Terri Campbell, CFA, who has over 25 years’ experience managing money for institutions—banks, pension funds, foundations and a large insurance company.  Terri has managed a $4 billion stock fund, created asset allocation strategies for multi-million and multi-billion dollar portfolios, hired and fired specialized money managers, and contributed to US Generally Accepted Accounting Principles (GAAP) and international accounting standards through her work at Financial Accounting Standards Board (FASB) and International Accounting Standards Board (IASB).

Cybersecurity Update

With cybersecurity threats continually on the rise, now’s the time to stay alert. As part of National Cybersecurity Awareness Month in October, partner custodian Schwab Advisor Services offer these resources to prepare your firm and your people.

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The technology and strategies used by fraudsters are always evolving, and the threats are constant. In a shifting threat landscape, it can be difficult to know what to do and what not to do. It’s why, says Sileo, human error and manipulation are the leading causes of data breaches.
 

New Advisor Announcement: Shields Capital Advisors

Palos Verdes Estates, CA., October 25, 2018 / -- Integrated Advisors Network announces Shields Capital Advisors, based in the Chicago, Illinois metropolitan area as the most recent financial advisory firm to join the platform.

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Shields Capital Advisors is led by Bill Yocius, former CEO of Mitchell, Vaught and Taylor. Bill formed Shields Capital Advisors to better serve his client base. He has been a registered investment advisor representative for over 15 years and has been actively involved in the markets for over 30 years.

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Palos Verdes Estates, CA 90274

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