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SLO financial company that manages $1.2 billion in local assets is bought by national firm
San Luis Obispo Tribune· 2 days agoIt provides client-centric financial, tax and estate planning and investment management services for...
Sequoia Financial Advisors LLC Cuts Stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)
ETF DAILY NEWS· 2 days agoSequoia Financial Advisors LLC reduced its stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 43.7% during the fourth quarter, according ...
Calamos Investments Taps Veteran BlackRock Distribution Executive to Lead RIA Sales
The Hannibal Courier-Post· 1 day agoInvestments LLC, a global investment manager, today announced the hire of senior and accomplished sales professional Thomas Kiley, III. In this newly formed ...
Sequoia Financial Advisors LLC Buys 6,652 Shares of MetLife, Inc. (NYSE:MET)
ETF DAILY NEWS· 5 days agoSequoia Financial Advisors LLC’s holdings in MetLife were worth $874,000 at the end of the most...
Raymond James Financial Services Advisors Inc. Purchases New Position in SPDR S&P Capital Markets...
ETF DAILY NEWS· 2 days agoRaymond James Financial Services Advisors Inc. acquired a new position in shares of SPDR S&P Capital...
LPL Financial Holdings Inc. (NASDAQ:LPLA) Shares Acquired by Avior Wealth Management LLC
ETF DAILY NEWS· 16 hours agoThe institutional investor owned 2,570 shares of the financial services provider’s stock after purchasing an additional 740 shares during the quarter. Avior Wealth
Calamos Investments Taps Veteran BlackRock Distribution Executive to Lead RIA Sales
Kenosha News· 1 day agoInvestments LLC, a global investment manager, today announced the hire of senior and accomplished sales professional Thomas Kiley, III. In this newly formed ...
Regulatory Update and Recent SEC Actions April 2024
The National Law Review· 1 day agoNatasha Vij Greiner was named the new Director of the Division of Investment Management. Prior to this role, Ms. Greiner served as the Deputy Director of...
Ask a Financial Pro: What Can a Financial Advisor Do for My Retirement Savings That I Can’t Do on My...
WTOP Washington· 5 days agoIt’s important to consider the value of a financial advisor in retirement from a few different angles. There are unique aspects to retirement planning that ...
Prime Capital Investment Advisors LLC Boosts Stock Position in Aegon Ltd. (NYSE:AEG)
ETF DAILY NEWS· 5 days agoPrime Capital Investment Advisors LLC lifted its holdings in shares of Aegon Ltd. (NYSE:AEG – Free...
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