Search results
AI Startup for Advisors Jump Announces $4.6M in Funding
WealthManagement.com· 5 days agoJump, a startup that has built an AI assistant for financial advisors, announced Monday a $4.6...
Wells Fargo & Company (NYSE:WFC) Shares Sold by Weik Capital Management
ETF DAILY NEWS· 6 days agoWeik Capital Management lessened its holdings in Wells Fargo & Company (NYSE:WFC – Free Report) by...
Apple Inc. (NASDAQ:AAPL) is Prudent Man Advisors LLC’s 8th Largest Position
ETF DAILY NEWS· 4 days agoPrudent Man Advisors LLC decreased its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 5.2% in the 4th quarter, according to its most recent Form 13F filing with ...
How To Plan For Retirement in 9 Steps, According to Dave Ramsey
GOBankingRates via Yahoo Finance· 1 day agoToday, 20% of Americans over 50 don't have any retirement savings, and more than half are unsure if...
17 Best IRA Accounts for June 2024
GoBankingRates via AOL· 3 days agoDePietro contributed to the reporting for this article. Information is accurate as of June 12, 2024. GOBankingRates is a personal finance and consumer...
Icon Wealth Advisors LLC Takes Position in EOG Resources, Inc. (NYSE:EOG)
ETF DAILY NEWS· 3 days agoIcon Wealth Advisors LLC bought a new position in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) in the fourth quarter, according to the company ...
Don’t 'just set it and forget it' on money goals, advisor says: 5 steps for a mid-year financial...
CNBC· 2 days agoGiving yourself a financial checkup involves taking a holistic view of your finances — including...
FIL Ltd Has $218.99 Million Stock Holdings in Manulife Financial Co. (NYSE:MFC)
ETF DAILY NEWS· 7 hours agoFIL Ltd lifted its position in Manulife Financial Co. (NYSE:MFC – Free Report) (TSE:MFC) by 750.5% during the fourth quarter, according to its most recent 13F filing with ...
Gen Zers Are Coming of Age. How These Risk Lovers Will Change Investing.
Barrons.com· 1 day agoWhere books, magazines, and newspapers once provided a steady stream of well-vetted data and...
Quarry LP Acquires New Position in United Parcel Service, Inc. (NYSE:UPS)
ETF DAILY NEWS· 6 hours agoQuarry LP bought a new position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor bought 518 shares ...