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Osaic CEO says going RIA fueled his passion for advice - InvestmentNews
InvestmentNews· 4 days agoMoving into the independent wealth management space was the first time in his entire career where Price felt...the most. “Growing Osaic and being able to serve so many different ...
NexPoint Nominates Four Independent Trustees to United Development Funding (UDF IV) Board of...
Morningstar· 4 days agoFollowing years of holding no UDF IV shareholder meetings prior to December 2023, or elections of independent...
ICA Group Wealth Management LLC Purchases New Shares in LPL Financial Holdings Inc. (NASDAQ:LPLA)
ETF DAILY NEWS· 6 days agoThe institutional investor purchased 389 shares of the financial services provider’s stock, valued at approximately $89,000. Other hedge funds and other institutional investors ...
Intrepid Partners with Meritz to Invest in North American Energy Companies
Rigzone· 6 hours agoIntrepid said in a media release that the partnership will seek to make strategic senior and junior...
As retirement looms, many Gen Xers are still playing catch-up
CNBC· 4 days agoAbout half, or 48%, of Gen Xers say they won't have enough money to enjoy their retirement, a 2024...
HighPoint Advisor Group LLC Invests $434,000 in Matador Resources (NYSE:MTDR)
ETF DAILY NEWS· 5 days agoHighPoint Advisor Group LLC purchased a new position in shares of Matador Resources... Commission (SEC). The fund purchased 7,627 shares of the energy company< ...
Fidelity Go Review 2024: Pros, Cons and How It Compares - NerdWallet
Nerdwallet· 5 days agoHuman portfolio oversight: The day-to-day investment and trading decisions for portfolios are handled by a team of humans from Strategic Advisors, a registered investment ...
Gateway - Quartz
Quartz· 6 days agoIn December 2023, Neumann offered to buy the co-working space company or its assets, according to the letter. Before WeWork filed for bankruptcy in November 2023, the letter ...
Tegna: Michael Steib to Succeed Dave Lougee as CEO
TV Technology via Yahoo Finance· 7 days agoShe has had previous public company board experience and is a qualified financial expert. Denmark West leads Market Intelligence and Strategic...
V Square Quantitative Management LLC Has $196,000 Stake in LPL Financial Holdings Inc. (NASDAQ:LPLA)
ETF DAILY NEWS· 7 days agoV Square Quantitative Management LLC boosted its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 65.3% in the fourth quarter, HoldingsChannel.com reports ...
