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Fugitive Former Financial Advisor and CNBC Pundit Arrested on Fraud Charges
Barrons.com· 3 days agoJames Arthur McDonald Jr. allegedly lost up to $40 million in client money on a risky short-selling...
EP Wealth Advisors LLC Grows Stock Position in Broadridge Financial Solutions, Inc. (NYSE:BR)
ETF DAILY NEWS· 6 days agoThe fund owned 9,046 shares of the business services provider’s stock after buying an additional...
Great Summer Reads for Financial Advisors
Barrons.com· 3 days agoOne of the things that attracts people to the wealth management business is the need to always learn and improve. For this week’s Barron’s Advisor Big Q,...
Best Stock to Buy Right Now: Amazon vs. Disney
Motley Fool via Yahoo Finance· 51 minutes agoHowever, valuation isn't the only thing to consider. Amazon is the financially healthier business after soaring earnings this past year. Meanwhile, its...
Threadgill Financial LLC Sells 225 Shares of Eli Lilly and Company (NYSE:LLY)
ETF DAILY NEWS· 20 hours agoThe firm owned 1,223 shares of the company’s stock after selling 225 shares during the quarter. Threadgill Financial LLC’s holdings in Eli Lilly and Company were worth $951,000 ...
Scarborough Advisors LLC Takes Position in U.S. Bancorp (NYSE:USB)
ETF DAILY NEWS· 4 days agoScarborough Advisors LLC purchased a new stake in U.S. Bancorp (NYSE:USB – Free Report) in the fourth quarter, according...its most recent filing with the Securities and Exchange ...
The Diamond Podcast for Financial Advisors: Former Bank Brokers on How to Build, Grow and Scale
WealthManagement.com· 3 days agoMany young advisors start their careers at bank branches. While the built-in referral mechanism can...
Jackson Financial Inc. (NYSE:JXN) Shares Sold by B. Riley Wealth Advisors Inc.
ETF DAILY NEWS· 4 days agoThe fund owned 35,212 shares of the company’s stock after selling 5,819 shares during the quarter. B. Riley Wealth Advisors Inc.’s holdings in Jackson Financial< ...
HighPoint Advisor Group LLC Acquires New Shares in Apollo Global Management, Inc. (NYSE:APO)
ETF DAILY NEWS· 2 days agoHighPoint Advisor Group LLC acquired a new position in Apollo Global Management, Inc. (NYSE:APO –...
Arabella Advisors Welcomes Tracy S. Harris as Chief Financial Officer
Benzinga· 5 days agoArabella Advisors, a certified B Corporation dedicated to maximizing social and environmental impact, is excited to announce the appointment of Tracy S. Harris as Chief < ...
