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This Top Advisor Team Helps Clients Avoid Silly Mistakes. It’s All About Trust.
Barrons.com· 5 days agoJust on the asset side, the investment solutions were limited to stocks and bonds. Over time, you...
LSV Asset Management Cuts Stock Position in Stellus Capital Investment Co. (NYSE:SCM)
ETF DAILY NEWS· 4 days agoLSV Asset Management decreased its position in shares of StellusCapital Investment Co. (NYSE:SCM –...
Pinnacle West Capital Co. (NYSE:PNW) Shares Acquired by National Bank of Canada FI
ETF DAILY NEWS· 1 day agoCapital were worth $1,975,000 as of its most recent filing with the Securities and Exchange Commission. Summit Global Investments increased its stake in ...
Prime Capital Investment Advisors: If It’s Not In Salesforce, It Didn’t Happen
WealthManagement.com· 5 days agoCFO Brian Dillbeck explains how deep integration within the CRM of the $24.4 billion AUM firm makes client data easy to access.
Why Goldman Bought, and Sold, United Capital | ThinkAdvisor
ThinkAdvisor· 2 days agoThe acquisition was intended to extend Goldman’s reach and capabilities in an exciting growth market, Waldron explained during a wide-ranging Q&A held during the firm’s inaugural 2024 RIA professional ...
Freestone Capital Management Hires Veteran Recruiter Nicole Bowers to Foster Continued Growth
WKRN Nashville· 2 days agoFreestone Capital Management, a leading Registered Investment Advisor, announced today that Nicole Bowers has joined the firm's Seattle ...
Sharp Alpha Raises $25 Million For Sports, Gaming And Entertainment Fund
Forbes· 1 day agoSharp Alpha Advisors, a venture capital firm based in New York City, has raised $25 million for its...
Diamond Hill Capital's Strategic Moves in Q1 2024: Spotlight on Sysco Corp
GuruFocus.com via Yahoo Finance· 2 days agoInsight into Diamond Hill Capital (Trades, Portfolio)'s Latest 13F Filing and Investment Trends...
U.S. Capital Wealth Advisors LLC Acquires Shares of 2,960 Cognizant Technology Solutions Co....
ETF DAILY NEWS· 6 days agoU.S. Capital Wealth Advisors LLC bought a new position in Cognizant Technology Solutions Co. (NASDAQ:CTSH – Free Report) during the 4th quarter, according ...
Grayscale’s Bitcoin Fund Has Hefty Fees. Why You Might Be Stuck.
Barrons.com· 3 hours agoGrayscale has traded since September 2013 and has a 61.2% 10-year annualized return. The capital...