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Model Portfolio Growth Plateaus as Advisors Pivot to Boost Separately Managed Accounts
February 06, 2024 10:00 ET | Escalent, Inc.
Fewer advisors anticipate increasing their allocations to model portfolios in the year ahead, according to data from Cogent Syndicated.
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Raymond James Financial Reports Fiscal First Quarter of 2024 Results
January 24, 2024 16:20 ET | Raymond James Financial
ST. PETERSBURG, Fla., Jan. 24, 2024 (GLOBE NEWSWIRE) -- Record client assets under administration of $1.37 trillion and record financial assets under management of $215 billion, up 17% and...
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Capitaliz Unveils Dynamic Revaluation Feature to Help Business Owners and Their Advisors Maximize Business Value
December 13, 2023 08:00 ET | Capitaliz
Denver, Dec. 13, 2023 (GLOBE NEWSWIRE) -- Capitaliz, a leading digital platform for exit planners to deliver scalable business valuation, succession, and exit planning outcomes, today launched its...
Camelot Event-Driven Fund Celebrates 20-Year Anniversary
November 21, 2023 08:41 ET | Camelot Portfolios LLC
MAUMEE, Ohio, Nov. 21, 2023 (GLOBE NEWSWIRE) -- Camelot Event-Driven Advisors is proud to announce the 20-year anniversary of the Camelot Event-Driven Fund ("the Fund"), tickers EVDAX, EVDIX. The...
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Flourish Cash Announces Fourth Increase in FDIC Insurance Coverage This Year
November 15, 2023 09:00 ET | Flourish
New York, Nov. 15, 2023 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’...
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Raymond James Financial Reports Fiscal Fourth Quarter and Fiscal 2023 Results
October 25, 2023 16:12 ET | Raymond James Financial
ST. PETERSBURG, Fla., Oct. 25, 2023 (GLOBE NEWSWIRE) -- Record annual net revenues of $11.62 billion and record net income available to common shareholders of $1.73 billion for fiscal 2023, up...
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FINRA Lists IRMAA Certified Planner’s IRMAACP as Industry’s First Professional IRMAA Designation
October 25, 2023 13:21 ET | IRMAA Certified Planner
Lincoln, Nebraska, Oct. 25, 2023 (GLOBE NEWSWIRE) -- IRMAA Certified Planner is proud to announce that FINRA, The Financial Industry Regulatory Authority, is now listing the IRMAA Certified Planner...
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FNRA Lists IRMAA Certified Planner’s IRMAACP as Industry’s First Professional IRMAA Designation
October 25, 2023 09:00 ET | IRMAA Certified Planner
Lincoln, Nebraska, Oct. 25, 2023 (GLOBE NEWSWIRE) -- IRMAA Certified Planner is proud to announce that FINRA, The Financial Industry Regulatory Authority, is now listing the IRMAA Certified Planner...
Raymond James Survey
Raymond James Survey: Investors’ Top Priorities for Safeguarding Generational Wealth
August 23, 2023 09:31 ET | Raymond James Financial
ST. PETERSBURG, Fla., Aug. 23, 2023 (GLOBE NEWSWIRE) -- Raymond James released the results of its recent survey of investors with half a million dollars or more in investible assets, revealing their...
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Raymond James Financial Reports Third Quarter of Fiscal 2023 Results
July 26, 2023 16:10 ET | Raymond James Financial
 ST. PETERSBURG, Fla., July 26, 2023 (GLOBE NEWSWIRE) --Domestic Private Client Group net new assets(1)(2) of $14.4 billion for the fiscal third quarter, 5.4% annualized growth rate from...