Model Portfolio Growth Plateaus as Advisors Pivot to Boost Separately Managed Accounts
06 févr. 2024 10h00 HE
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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
24 janv. 2024 16h20 HE
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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
13 déc. 2023 08h00 HE
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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
21 nov. 2023 08h41 HE
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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
15 nov. 2023 09h00 HE
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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
25 oct. 2023 16h12 HE
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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...
FINRA Lists IRMAA Certified Planner’s IRMAACP as Industry’s First Professional IRMAA Designation
25 oct. 2023 13h21 HE
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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...
FNRA Lists IRMAA Certified Planner’s IRMAACP as Industry’s First Professional IRMAA Designation
25 oct. 2023 09h00 HE
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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: Investors’ Top Priorities for Safeguarding Generational Wealth
23 août 2023 09h31 HE
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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...
Raymond James Financial Reports Third Quarter of Fiscal 2023 Results
26 juil. 2023 16h10 HE
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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...