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Prime Capital Investment Advisors: If It’s Not In Salesforce, It Didn’t Happen
WealthManagement.com· 1 day agoCFO Brian Dillbeck explains how deep integration within the CRM of the $24.4 billion AUM firm makes client data easy to access.
Advisors: Don’t Let Bonds Ruin Another Year
etf.com via Yahoo Finance· 4 days agoFor investment advisors, the past few years have been filled with busted beliefs. Those who believed that bonds would always rescue stocks in down...
Advisor M&A Ticks Back Up as Industry Faces ‘Succession Crisis’
Barron s Online· 2 days agoSmaller advisor practices are accounting for more acquisitions in the registered investment advisor...
Hightower Advisors, SouthState Bank disclose investments in spot Bitcoin ETFs
CryptoSlate· 4 days agoHightower Advisors disclosed $68 million invested in spot Bitcoin ETFs in a May 6 filing.
I’m a Financial Advisor: 3 Investments Every Woman Should Make To Grow Their Wealth
GOBankingRates via Yahoo Finance· 2 days agoIf you are a woman who isn't currently putting her earnings intoinvestments, you are not alone. In a...
California Gov. Gavin Newsom says he’s ‘against divestment’ after Sac State changes policy language
Sacramento Bee via Yahoo News· 6 hours agoAfter the agreement...campus. When asked, Newsom said that he had seen contradicting information “on...
Coherent Sends Mixed Signals In Q3
Motley Fool via Yahoo Finance· 3 hours agoHefty investments in R&D and a promising foothold in the AI market underscore the company's commitment to long-term growth. Investors...now? Before you...
Why NelNet Stock Is Popping Higher Today
Motley Fool via Yahoo Finance· 7 hours agoIs Nelnet a buy after its strong earnings report? The investment thesis behind Nelnet is that the company has the ability to generate significant amounts...
AIMZ Investment Advisors LLC Sells 1,374 Shares of Microsoft Co. (NASDAQ:MSFT)
ETF DAILY NEWS· 3 days agoAIMZ Investment Advisors LLC reduced its holdings in Microsoft Co. (NASDAQ:MSFT – Free Report) by 4.1% in the 4th quarter, according to the company in its ...
Natixis Advisors L.P. Acquires 27,463 Shares of Webster Financial Co. (NYSE:WBS)
ETF DAILY NEWS· 2 days agoNatixis Advisors L.P. increased its position in Webster Financial Co. (NYSE:WBS – Free Report) by...
