Capitaliz Releases Value Gap Assessment Tool To Identify Business Value And Acceleration Strategies
June 12, 2024 09:00 ET
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Capitaliz
Denver, June 12, 2024 (GLOBE NEWSWIRE) -- Capitaliz, a digital platform for business valuation, succession, and exit planning, today announced its latest addition to its strategic advisory...
Advisor Use of Alternative Investments Increases, While Allocations Remain Stable
June 11, 2024 10:00 ET
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Escalent, Inc.
LIVONIA, Mich., June 11, 2024 (GLOBE NEWSWIRE) -- Despite historical limitations to access alternative investment vehicles and their known liquidity challenges within the private sector, asset...
WiserAdvisor Client Surpasses 1,450 Client Reviews in Under a Year
May 13, 2024 09:00 ET
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WiserAdvisor
FAIRFAX, Va., May 13, 2024 (GLOBE NEWSWIRE) -- WiserAdvisor, the original lead generation platform in the financial services industry, has released a case study today that they believe marks the...
Raymond James Financial Reports Fiscal Second Quarter of 2024 Results
April 24, 2024 16:12 ET
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Raymond James Financial
ST. PETERSBURG, Fla., April 24, 2024 (GLOBE NEWSWIRE) -- Record client assets under administration of $1.45 trillion and record Private Client Group assets in fee-based accounts of $798.8...
Model Portfolio Growth Plateaus as Advisors Pivot to Boost Separately Managed Accounts
February 06, 2024 10:00 ET
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Escalent, Inc.
Fewer advisors anticipate increasing their allocations to model portfolios in the year ahead, according to data from Cogent Syndicated.
Raymond James Financial Reports Fiscal First Quarter of 2024 Results
January 24, 2024 16:20 ET
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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...
Capitaliz Unveils Dynamic Revaluation Feature to Help Business Owners and Their Advisors Maximize Business Value
December 13, 2023 08:00 ET
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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
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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...
Flourish Cash Announces Fourth Increase in FDIC Insurance Coverage This Year
November 15, 2023 09:00 ET
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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’...
Raymond James Financial Reports Fiscal Fourth Quarter and Fiscal 2023 Results
October 25, 2023 16:12 ET
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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...