Oyster Consulting Hires Dan Garrett, Digital and Business Strategy Leader
March 01, 2024 07:06 ET
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Oyster Consulting LLC
Oyster Consulting announced today that Dan Garrett joined the firm as Managing Director within the Strategic Planning and Execution team.
Global Family Offices Database Revolutionizes Investment Strategy Access for Industry Professionals
February 27, 2024 05:51 ET
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Research and Markets
Dublin, Feb. 27, 2024 (GLOBE NEWSWIRE) -- The "Global Family Offices" report has been added to ResearchAndMarkets.com's offering. The global investment landscape is undergoing a remarkable...
UK & Channel Islands Family Offices Database with Detailed Profiles of 250 Family Offices and Profiles of Several Hundred Major Multi-family Offices
February 26, 2024 05:30 ET
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Research and Markets
Dublin, Feb. 26, 2024 (GLOBE NEWSWIRE) -- The "Family Offices in the UK & Channel Islands" database has been added to ResearchAndMarkets.com's offering. Online database with detailed profiles...
Raymond James Financial Declares Quarterly Dividends on Common and Preferred Stock
February 23, 2024 16:23 ET
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Raymond James Financial
ST. PETERSBURG, Fla., Feb. 23, 2024 (GLOBE NEWSWIRE) -- On February 23, 2024, the Raymond James Financial, Inc. (NYSE: RJF) Board of Directors declared a quarterly cash dividend on shares of its...
Oyster Consulting Hires Steve Hubbard, Former Wells Fargo Advisors Client Reporting Director
February 21, 2024 07:05 ET
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Oyster Consulting LLC
Oyster Consulting announced today that Steve Hubbard, Former Wells Fargo Advisors Client Reporting Director, has joined the firm.
LPL Financial Launches Bespoke Planning and Investing Solutions to Help Advisors Attract and Serve High-Net-Worth Investors
February 20, 2024 09:00 ET
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LPL Financial Holdings, Inc.
LPL Financial launches High-Net-Worth Services to help financial advisors deliver an elevated experience & personalized guidance to high-net-worth clients.
Wealth Management Market Global Industry Forecast 2018-2028: Intense Competition Spurs Innovation
February 12, 2024 04:17 ET
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Research and Markets
Dublin, Feb. 12, 2024 (GLOBE NEWSWIRE) -- The "Wealth Management Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, 2018-2028F" report has been added to ...
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.
Chase Buchanan Wealth Management Comments on Changing Global Economic Growth Forecasts for 2024
February 05, 2024 10:09 ET
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Chase Buchanan Wealth Management Services
Paphos, Feb. 05, 2024 (GLOBE NEWSWIRE) -- Chase Buchanan Wealth Management Comments on Changing Global Economic Growth Forecasts for 2024 Chase Buchanan, the global expat wealth management and...
Virtú Investments Acquires Multifamily Property via Contribution into Virtú Evergreen Fund, L.P.
February 05, 2024 08:31 ET
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Virtú Investments
Virtú Investments acquires multifamily property valued at $10.6M into the Virtú Evergreen Fund, L.P., providing asset owners with tax efficiency.