FA today lets us provide practice-building information to those advisors interested in tailoring portfolios to their clients' values.
Chicago, IL and New York, NY (PRWEB) December 04, 2013
Marc J. Lane Investment Management, Inc., a leading provider of Advocacy Investing® information for Independent Financial Advisors (IFAs) and FA today, Inc., the exclusive digital media platform with a membership of validated IFAs only, today announced a strategic partnership to provide information to advisors focused on their specific interests.
"The type of clients that are interested in Advocacy Investing are people who want their beliefs and ideals reflected in their investments and require careful handling to ensure portfolio balance. By zeroing in on the interests of each member, FA today lets us provide practice-building information to those advisors interested in tailoring portfolios to their clients' values," said Marc J. Lane, President and Founder of Marc J. Lane Investment Management, Inc.
Leveraging a combination of intelligent filtering, behavioral modeling, and content curation by active and knowledgeable members, FAtoday.com tailors the content provided by its media partners to the interests of each IFA. FA today provides an exclusive digital platform for IFAs. Only IFAs whose credentials have been validated are eligible for membership.
Leveraging proprietary technology, FA today dynamically delivers the focused resources, practice management, education, industry-specific news, and data to the IFAs from Marc J. Lane Investment Management, Inc. and other media partners. FAtoday.com continuously refines this model to deliver only the most relevant information, ensuring that vital resources are not lost because of information overload.
"The perspective that Marc J. Lane Investment Management, Inc. offers as a pioneer in socially responsible investing is critical to FAtoday.com members to help them respond to their clients' needs and build their practices," said Jason Bishara, president of FA today, Inc.
Marc J. Lane started his site, AdvocacyInvesting.com, in 2008, which specializes in the Advocacy Investing® strategy. He has published "Profitable Socially Responsible Investing? An Institutional Investor's Guide" and "Representing Corporate Officers, Directors, Managers, and Trustees."
About Marc J. Lane Investment Management, Inc.
The Advocacy Investing® strategy is Marc J. Lane Investment Management, Inc.’s proprietary approach to values-based investing in which both equities and fixed-income securities are selected by exacting financial and governance standards, as well as criteria reflective of each investor’s unique environmental, social and governance concerns. Marc J. Lane Investment Advisors, Inc. is an SEC Registered Investment Advisor. Visit AdvocacyInvesting.com to learn more.
About FA today
FA today is an exclusive community only for independent financial advisors (IFAs) whose credentials have been validated, based on broker registration records. Content and resources are tailored to each member's practice to present the most relevant news, articles, blogs and services all in one place. At the same time, by crowdsourcing across its membership, FA today provides the economy of scale needed to compete with the largest firms for access to data and financial products. Customization and validation are seamless because they are based on a lookup of the member CRD broker registration number. IFAs can build their own communities of like-minded advisors regardless of physical location to share best practices and grow professionally.
FA today was founded in April 2013 by a team of senior executives with extensive experience in Wealth Management, Technology, Online Media, and Platform design.
Independent Financial Advisors can register at FAtoday.com.