New Wealth Management

... executive director of wealth solutions at Presidio Wealth Partners in Houston ... “My theory is that if you’re paying tax on investment gains, it’s a good thing,” says Nick Maggiulli, author of “Just Keep Buying,” and chief operating officer at Ritholtz Wealth Management in New York.

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FusionIQ Partners with 1-ClickTrade to Transform ETF Marketing

Longview News-Journal 28 Sep 2023

New offering provides advisors, asset managers push-button convenience, advanced trading analytics on Exchange-Traded Funds ... "Our integrated wealth management platform has the flexibility to deliver game-changing innovation to a broad range of new initiatives in financial services, creating value beyond conventional approaches to wealth creation.".

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OPPENHEIMER HIRES RUPERT SADLER AS MANAGING DIRECTOR, SOFTWARE INVESTMENT BANKING

Longview News-Journal 28 Sep 2023

(OPY on the New York Stock Exchange), and its affiliates provide a full range of wealth management, securities brokerage and investment banking services to high net-worth individuals, families, corporate executives, local governments, businesses and institutions.

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JPMorgan Chase to offer 6% interest rate for minimum of $5 million in high-end CD product: WSJ

Market Watch 28 Sep 2023

Adam Stockton, managing director at bank data provider Curinos, told the newspaper that banks have been typically offering interest rates of about 2.5% to draw in regular customer deposits, but have been offering 4% to 5% for new wealth-management deposits.

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Evergrande firms halt trading amid 'mandatory measures' on chairman

Hong Kong Standard 28 Sep 2023

The move is the latest sign that the indebted developer has entered a new phase involving the criminal justice system, after authorities detained some staff at its wealth management unit and two former executives, according to Caixin.

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Old Mutual on track for a good financial second half

Independent online (SA) 28 Sep 2023

“We expect sales and value of new business to remain robust for the remainder of 2023 ... Our management interventions to improve persistency... Higher single premium guaranteed annuity sales in Personal Finance and Wealth Management contributed further to growth in sales.

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Generous donation helps KidSport enrol up to 40 more youths in sports

Moosejaw Today 28 Sep 2023

KidSport Moose Jaw received $8,500 in support of local youths on Aug ... has been an active member of the community for over 30 years now, and the company isn’t new to charitable outreach. The company focuses on wealth management and assists individuals and business owners with financial and retirement planning ...   ... . .

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Texas' Plains State Bank grows client offerings with Raymond James wealth management program

Longview News-Journal 27 Sep 2023

27, 2023 /PRNewswire/ -- Plains State Bank expands its portfolio of client services with a new wealth management program, offering clients access to the investment and wealth management services of Raymond James Financial Services, Inc., member FINRA/SIPC. Texas' Plains State Bank grows client offerings with Raymond James wealth management program.

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Oppenheimer & Co. Inc. Gathers Select Roster of Innovative Companies for Sustainability Summit: Innovating Climate Solutions

Longview News-Journal 27 Sep 2023

(OPY on the New York Stock Exchange), and its affiliates provide a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, local governments, businesses and institutions.

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Stocks stage late-day comeback amid September slump

CNBC 27 Sep 2023

Josh Brown, CEO at Ritholtz Wealth Management, and Lauren Goodwin, New York Life Investments economist, join 'Closing Bell' to discuss the market's late-day rebound, rising oil prices, and more ... .

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Watch CNBC's full interview with Ritholtz's Josh Brown and Lauren Goodwin

CNBC 27 Sep 2023

Josh Brown, CEO at Ritholtz Wealth Management, and Lauren Goodwin, New York Life Investments economist, join 'Closing Bell' to discuss the market's late-day rebound, rising oil prices, and more ... .

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Global insurers overseeing $29 trillion in assets expect more cracks at banks

Market Watch 27 Sep 2023

Insurers identified banks as their greatest area of concern in a survey of 378 executives taken from June to July by New York-based BlackRock Inc ... “Banks are most vulnerable to rising rates because of the Treasurys they hold on their balance sheet,” said Ben Emons, senior portfolio manager and head of fixed income at NewEdge Wealth in New York.