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Make Sure Your Retirement Advisor Has The Training And Experience To Help You
Forbes· 4 days agoNowadays, you can find many people who call themselves “financial planners” or “retirement...
Anson Funds, affiliate to pay $2.25M for fund disclosure violations
Compliance Week· 5 days agoDallas-based registered investment adviser Anson Funds Management and Toronto-based exempt reporting...
City Holding Company (NASDAQ:CHCO) is largely controlled by institutional shareholders who own 73%...
Simply Wall St. via Yahoo Finance· 15 hours agoWith 12% and 4.7% of the shares outstanding respectively, The Vanguard Group, Inc. and State Street...
With 67% institutional ownership, Intel Corporation (NASDAQ:INTC) is a favorite amongst the big guns
Simply Wall St. via Yahoo Finance· 15 hours agoBlackRock, Inc. is the second largest shareholder owning 8.1% of common stock, and State Street...
SEC Adopts Amendments to Expand the Requirements of Regulation S-P for Registered Investment...
JD Supra· 4 days agoOn May 16, 2024, the SEC adopted amendments (the “Amendments”) to Regulation S-P to require SEC-registered investment advisers and broker-dealers (collectively ...
Advisors ‘wary’ of bitcoin ETFs are on a slow adoption journey, says BlackRock exec
CNBC· 2 days agoThe iShares Bitcoin Trust (IBIT) was among the funds to debut earlier this year. Cohen, BlackRock's...
Full Truck Alliance Co. Ltd. (NYSE:YMM) is favoured by institutional owners who hold 47% of the...
Simply Wall St. via Yahoo Finance· 4 days agoSoftBank Investment Advisers (UK) Limited is the second largest shareholder owning 15% of common...
BNY’s CEO says staffers need to be in the office most of the time and managers? ‘Even more.’
Fortune· 5 days agoMurray and Vince met just before the bank’s 240th anniversary when it announced a major change in branding, going from BNY Mellon to BNY. The change, Vince said in a memo to employees, will ...
Coupang, Inc. (NYSE:CPNG) is a favorite amongst institutional investors who own 56%
Simply Wall St. via Yahoo Finance· 7 days agoCoupang is not owned by hedge funds. Our data shows that SoftBank Investment Advisers (UK) Limited...
Dynasty-Backed Summit Trail Adds $3B Group From BMO
WealthManagement.com· 5 days agoThe former Key Client Group has 10 financial professionals across the country and establishes footholds for Summit Trail in Portland, Ore. and Denver.