Latest News for: Manage wealth

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What Kamala Harris' latest financial disclosure reveals about her investment portfolio

NBC Bay Area 27 Jul 2024
... to a household's bottom line, according to Ted Jenkin, a certified financial planner and the CEO and founder of oXYGen Financial, a financial advisory and wealth management firm based in Atlanta.
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2024 CICC GBA Wealth Management Forum successfully held in Hong Kong

The Manila Times 26 Jul 2024
He shed light on the strategic position, trajectory, and fundamental strengths of Hong Kong's asset management and wealth management sectors.
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Boomers who want to transfer wealth to their adult kids should make sure their finances ...

Business Insider 26 Jul 2024
"I love parents that have these big hearts for their children, but they also have to be smart in making decisions for the children," Michelle Griffith, a senior wealth advisor at Citi Personal Wealth Management, told BI.
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Michael S. Schwartz, CFP(R), AEP(R) Receives Forbes' Top Financial Security Professional Recognition for a Fourth ...

ACCESSWIRE 26 Jul 2024
"This award recognizes wealth managers who holistically blend risk management with wealth management, and I very much appreciate being recognized." ... Magnus provides customized wealth management and ...
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Prestige Wealth Inc. Announces Receipt Of Nasdaq Notification Regarding Minimum Bid Price Deficiency

MENA FN 26 Jul 2024
(MENAFN - GlobeNewsWire - Nasdaq) HONG KONG, July 26, 2024 (GLOBE NEWSWIRE) -- Prestige Wealth Inc. (NASDAQ. PWM) (–PWM–, or the–Company–), a wealth management and asset management services ... .
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AGW-MS Capital: Launching Fixed Income ETF Products to Lead the Investment Trend

Vietnam News 26 Jul 2024
The long-term goal of AGW-MS Capital is to achieve sustained wealth growth for its investors through professional investment management and to establish a new leadership position in the global capital markets.
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Amherst's Arbor acquired by Boston firm

The Buffalo News 26 Jul 2024
Arbor Capital Management, an Amherst-based money manage-ment firm, has been acquired by F.L. Putnam Investment Management Co., a Massachusetts company that has been expanding by purchasing wealth management firms along the East Coast ....
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DOOKV: Exemplifying Compliance Standards in Cryptocurrency Trading

GetNews 26 Jul 2024
In a recent research report by Nickel Digital, it was revealed that about 74% of institutional investors and wealth managers intend to increase their exposure to digital assets this year.
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Cetera Welcomes $151 Million AUA Advisor to Summit Financial Networks

Morgan Citizen 26 Jul 2024
Southshore Wealth Management Joins Cetera Advisor Networks From Amerprise ... .
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How Atlanta wealth managers are navigating changes to their industry

Business Journal 26 Jul 2024
Wealth management research firm Cerulli Associates reported in January that more than 109,000 advisors plan to retire over the next decade ... .
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Triad's largest wealth management firms remain steady

Business Journal 26 Jul 2024
Which wealth management firm significantly fell on list of Triad's largest ... .
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Investors should consider if small cap theme is 'reaction or true rotation,' says Wells Fargo's Cronk

CNBC 26 Jul 2024
Darrell Cronk, Wells Fargo CIO for wealth and investment management, joins 'Squawk on the Street' to discuss how investors should pay today's market, what would give Cronk more confidence in a rotation into small caps, and much more ... .
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The personal cybersecurity concierge is a new perk, and need, among the wealthy

CNBC 26 Jul 2024
The rich are being targeted by hackers, leading wealth managers, family offices and executives to hire cybersecurity concierges for personal and home devices ... .
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