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News - 2010
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Loring Ward News
Aug. 4, 2015
  Press Release--An Open Letter to Advisors Working with Curian.
Apr. 29, 2015
  Press Release--Loring Ward congratulates Dr. Meir Statman on being awarded IMCA’s 2015 Matthew R. McArthur Industry Pioneer Award for excellence in the field of investment consulting.
Feb. 25, 2015
  Payel Farasat Joins Loring Ward as Chief Investment Officer
Dec. 5, 2014
  EVP, Steve Atkinson and Advisor, Don Hershberger quoted in The Fiscal Times on “The art of choosing words that clients want to hear.”
Oct. 10, 2014
  EVP, Steve Atkinson quoted in Financial Planning on “Digital Rivals: Weighing the Robo Threat”
Oct. 7, 2014
  Loring Ward General Counsel, Chris Stanley, quoted in Financial Planning on “Email Review: 5 Best Practices for Advisors”
Aug. 27, 2014
  Press Release--The Legacy of Care Holds Planning Forum for Special Needs Professionals & Families
Aug. 13, 2014
  CEO, Alex Potts Op Ed in FA Magazine: “Why You Should Have A Risk Conversation With Clients Now”
Aug. 12, 2014
  CEO, Alex Potts interview in FA Magazine: “Kindred Spirits: Interview with David Booth and Loring Ward CEO”
Jul. 10, 2014
  Press Release--Loring Ward Recognized as One of America’s Top 300 Registered Investment Advisors by the Financial Times
Jul. 08, 2014
  Press Release--Loring Ward Hosts 21st National Education Conference (NEC)
Jun. 17, 2014
  Press Release--Loring Ward Wins "Top Workplace" for 2014
Jun. 12, 2014
  EVP Steve Atkinson interviewed in Investment News on “Client fees likely more than advisers think.”
Jun. 06, 2014
  Press Release--Loring Ward Announces Move to Downtown San Jose - Firm Will Occupy Two Floor at 10 Almaden
May 06, 2014
  Loring Ward in San Jose Business Journal: “Investment firm strikes biggest downtown San Jose lease of year”
Apr. 22, 2014
  Loring Ward General Counsel, Chris Stanley, quoted in Investment News on “10 ways advisers can improve their cybersecurity.”
Apr. 15, 2014
  CEO Alex Potts quoted in Advisor Perspectives in “A Conversation with DFA’s David Booth“
Apr. 03, 2014
  Loring Ward Research on Centers of Influence featured in Financial Advisor IQ in “Surefire Ways to Alienate Centers of Influence”
Mar. 27, 2014
  Press Release--COIs Speak Out: Loring Ward Uncovers Keys to Help Build Successful Referral Relationships
Mar. 17, 2014
  CEO Alex Potts on Wall Street Journal video: “Should Students or Parents Pay for College?”
Mar. 4, 2014
  Heather Hooper, VP of Retirement Strategies quoted in benefitspro.com on “Consequences of the 401(k) Compliance Push”
Feb. 26, 2014
  Press Release--Loring Ward Congratulates Chairman of the Board Alan Werba - Recognized by Hillel of Silicon Valley with a "Lifetime Achievement Award" for his longtime philanthropy and support.
Feb. 7, 2014
  Sheldon McFarland, VP of Portfolio Strategy & Research, quoted in Investment News on behavioral finance tools.
Jan. 7, 2014
  Heather Hooper, VP of Retirement Strategies quoted in Fiduciary News on “Compliance Headaches Coming for 401k Plan Sponsors Due to New Fiduciary Regs in 2014?
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LWI Financial Inc. (“Loring Ward”) is an investment adviser registered with the Securities and Exchange Commission. Securities transactions are offered through its affiliate, Loring WardSecurities Inc., member FINRA/SIPC.