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Financial Independence Group Ventures Into a Strategic Partnership With Tech Company Waterlily
Digital Journal· 23 hours agoFollowing a recent partnership announcement with Prudential and over 100 smaller wealth advisory firms, FIG marks Waterlily's second major enterprise relationship. Waterlily's ...
Gen Alpha will have $5.5 trillion of spending power by 2029 and CFOs see them just ‘a click away...
Fortune· 46 minutes agoIn recent years, CFOs have weathered a pandemic; growing global conflict; a tense, ever-changing economic landscape; extreme weather events…we could go on. Staying on track, and staving off ...
Linden Thomas Advisory Services LLC Has $1.89 Million Stock Position in Alphabet Inc. (NASDAQ:GOOGL)
ETF DAILY NEWS· 21 hours agoThe firm owned 13,552 shares of the information services provider’s stock after buying an additional 1,322 shares during the quarter. Linden Thomas Advisory
CBRE Group Inc (CBRE) Q1 2024 Earnings: Mixed Results Amid Economic Challenges
GuruFocus.com via Yahoo Finance· 1 hour agoAdvisory Services Segment: Revenue modestly rose by 2.7% to $1,904...2024, CBRE Group Inc (NYSE:CBRE) released its financial results for the first quarter ...
Orrick Adds Sandoval to Financial & Fintech Advisory Practice
Bloomberg Law· 4 days agoIgnacio Sandoval has joined Orrick as a partner in the financial and fintech advisory practice in Washington, D.C., the firm said Monday.
LPL Financial Holdings Inc. (LPLA) Q1 2024 Earnings: Aligns with EPS Projections, Surpasses ...
GuruFocus.com via Yahoo Finance· 3 days agoThe detailed financial outcomes can be explored in LPL Financial's recent 8-K filing. LPL Financial...
BlackRock sees Sovereign Wealth Funds, pensions coming to Bitcoin ETFs
The Forex Market· 23 hours agoFinancial institutions are holding diligence and research conversations, with BlackRock playing an...
Sage Advisory's Rob Williams on Liquidity Risk and More
ETF Trends· 2 days agoThe Exchange Conference continues to be the community hub of financial services. Sage Advisory’s...
Silvercrest Asset Management Group Inc. (SAMG) Q1 2024 Earnings Analysis
GuruFocus.com via Yahoo Finance· 15 hours agoNet income stood at $4.9 million, below the forecasted $5.48 million. Company Overview Silvercrest Asset Management Group Inc. is a wealth management firm that provides < ...
Small Business - Cordele Dispatch | Cordele Dispatch
Cordele Dispatch· 45 minutes agoEnvestnet Announces Finalists for 2024 Asset Manager of the Year Awards PR Newswire BERWYN, Pa., May 3, 2024 Leading Wealth Management Platform Recognizes Industry's Top Asset Managers for Strong & Index-Beating Performances in 2023 BERWYN, Pa.,