Financial Advisors News Monitoring

SOLIC Capital Advisors Serves as Financial Advisor to the Ad Hoc Group of Bondholders in the Exela Technologies ...

CHICAGO, March 12, 2025 /PRNewswire/ -- SOLIC Capital Advisors, a leading financial advisory firm providing investment banking, restructuring and distressed asset support services, is representing the ad hoc group of bondholders of Exela …

Ritholtz Wealth Management CEO Josh Brown Invests in FINNY, Joins Advisory Board to Help Scale AI-Powered Organic Growth ...

Renowned podcaster, author, CNBC contributor and wealth management leader backs FINNY as it scales artificial intelligence (AI)-powered prospecting, advances mission to bridge the gap between wealth and the professionals serving it FINNY AI Inc. (“FINNY”), …

Watson again named top financial advisor in KY, focus remains on unmatched client experience

Drew Watson’s journey to becoming Kentucky’s top financial advisor didn’t start with spreadsheets and stock portfolios — it started with a lawnmower and a doctor’s advice. As a young man pursuing medical school, Watson mowed lawns and built relationships …

Edward Jones Financial Advisor Laura Crowell Named to Forbes' Arkansas Ranking of Top Women Wealth Advisors for 2025

To compile the 2025 list of women named to the America's Top Women Wealth Advisor ranking, SHOOK® Research analysts conducted individual interviews with nominees. Criteria that determined the final list included industry experience, best practices, …

Betting on bitcoin is the smart move for financial advisors

As  an industry veteran — I founded the nation's largest financial planning firm, which manages $300 billion for 1.4 million families — and  an advocate of crypto and blockchain technology, I am astounded by the number of financial advisors who persist …

IndusInd Bank stock: 'Markets have seen this before...', Financial Advisor shares note amid current uncertainty

IndusInd Bank shares have seen a sharp dip, losing 30% of their market value in recent times. The slump follows the Managing Director's one-year extension, shorter than the usual three-year term, along with the disclosure of a Rs 1,577 crore net worth …

Financial advisors: ‘focus on the long term’ success of stock market

IRON MOUNTAIN, Mich. (WLUC) - Two major U.S. stock indexes rose Wednesday after getting some relief from an encouraging inflation update. But it’s been a rare up day for the market lately. Range Bank Chief Trust and Wealth Management Officer Amanda Knaffla …

What questions should you be asking when choosing a financial advisor?

Amid concerns over market turmoil and questions about what it means for your money, many experts say now is a good time to talk with your financial advisor. But what if you don't have one? How do you choose the right financial advisor for you? Leslie …

What questions should you be asking when choosing a financial advisor? | In Your Corner

Not everyone necessarily needs a financial advisor. But there are certainly times when one can be useful, and there are certain questions you should be asking to make sure you find one you can trust with your money. Josh Sidorowicz is in your corner.

Vancouver Financial Advisor Nancy Lee to Lead Series: "How Canadians Can Retire With More, Save Taxes, Leave a Legacy"

VANCOUVER, BRITISH COLUMBIA, CANADA, March 12, 2025 /⁨EINPresswire.com⁩/ -- For Canadians, retiring successfully today is more challenging than ever, fraught with obstacles like market volatility, inflation, rising healthcare costs, and changing tax laws …

I am a financial advisor and I earn a living from fees and commissionable products. Here is why my service is valuable.

Personal Finance insta_photos / Shutterstock.com As many prospective retirees wind down, many may wonder if their retirement plan and nest egg are in decent enough shape to finally make the move. Undoubtedly, many Americans feel just a bit uneasy about …

Dream Residential REIT Announces Retention of Financial Advisor

This press release contains forward-looking information that is based upon assumptions and is subject to risks and uncertainties as indicated in the cautionary note contained within this press release.Article content TORONTO — DREAM RESIDENTIAL REAL ESTATE …

KSAMC Passes Resolution to Establish Financial Advisory Committee

The Kingston and St. Andrew Municipal Corporation, KSAMC, on Tuesday passed a resolution to establish a 10-member Advisory Committee, headed by Reverend Devon Dick. Mayor of Kingston, Andrew Swaby, announced the committee last week. It’s mandate involves …

Social media isn’t your financial advisor: 5 reasons to be cautious

The Indian stock market has been on a roll over the past few years. This has given rise to several social media platforms sharing stock tips and market insights. A famous class of ‘Finfluencers’ have emerged out of the fame the stock market has earned over …

SuperSwiss.com Delivers Expert Financial Advisory for Long-Term Success

Share Tweet Share Share Email Genève – SuperSwiss.com is a financial service provider committed to offering financial advisory solutions. The company ensures that financial planning aligns with long-term financial objectives through the methods. By …

'Volatility is part of the game': What financial advisors are telling investors about market turmoil

Prasit photo | Moment | Getty Images Don't let emotions 'wreck your investments' Panic selling during stock market dips often means missing the stock market recovery because there's cash sitting on the sidelines, research shows. Many …

Local financial advisors give tips for navigating shifting stock market

CHARLOTTESVILLE, Va. (WVIR) - The stock market has seen some ups and downs recently, and with President Donald Trump back in office. Many investors are wondering what that could mean for their portfolios. Local financial advisors say uncertainty in the …

Financial advisor discusses sell-off, uncertainty in stock market

CHICOPEE, MA (WGGB/WSHM) - Western Massachusetts residents are reacting, especially seniors, when it comes to their retirement accounts amid the recent market conditions. This is a very challenging time for so many people as they don’t know what will …

Alaska financial advisor talks possible recession in state and nationwide

Global Launch of Sacred Algebra Brings An Innovative Approach to Algebra and Human Nature

Sacred Algebra is being introduced to inspire and empower a new generation of thinkers. PLEASANTON, CA, UNITED STATES, March 13, 2025 /⁨EINPresswire.com⁩/ -- Top of the Line Tutors is proud to announce the nationwide launch of Sacred Algebra, a …

MeetRecord Introduces a New Paradigm in Revenue Forecasting with Adaptive RevEngine

SAN FRANCISCO, CA, UNITED STATES, March 13, 2025 /⁨EINPresswire.com⁩/ -- MeetRecord, a leading revenue intelligence platform, today announced a paradigm shift with its next-generation revenue forecasting model, which is built on its core Adaptive …

Cash Copilot Launches on App Store, Aiming to Improve Financial Literacy with Convenient Chatbot Interface

LEWES, DE, UNITED STATES, March 13, 2025 /⁨EINPresswire.com⁩/ -- Cash Copilot Finance LLC has officially launched its innovative mobile application, Cash Copilot, on the App Store. Developed to empower users across the United States, Cash Copilot …

Heading Towards a $33B BIM Market: Cambashi Forecasts Strong Growth in BIM Software

The global Building Information Modeling (BIM) software market is projected to reach $33 billion by 2028 CAMBRIDGE, CAMBRIDGESHIRE, UNITED KINGDOM, March 13, 2025 /⁨EINPresswire.com⁩/ -- The global Building Information Modeling (BIM) software …

British Virgin Islands Estate With Breathtaking Water Views to be Sold at Online Auction Beginning March 31st

Listed for $3.495M, this luxurious Caribbean estate located in Tortola, BVI will be sold via Interluxe Auctions with a starting bid of $1M. ISLAND OF TORTOLA, VIRGIN ISLANDS, BRITISH, March 13, 2025 /⁨EINPresswire.com⁩/ -- Interluxe Auctions, the …

Okaloosa & Walton County Criminal Defense Attorneys with Payment Plans

Most Okaloosa & Walton County Criminal Defense Attorneys do NOT offer Payment Plans. Among the lawyers who do, the fee must be paid before the case closes. OKALOOSA, FL, UNITED STATES, March 13, 2025 /⁨EINPresswire.com⁩/ -- Florida criminal …

More Than 28 Investments, LLC Launches to Transform Behavioral Health and Addiction Treatment Landscape

WASHINGTON, DC, UNITED STATES, March 13, 2025 /⁨EINPresswire.com⁩/ -- More Than 28 Investments, LLC, a mission-driven behavioral health investment firm, proudly announces its launch. The firm will focus on impactful investments in addiction …

Staten Island’s Annual Real Estate Trade Show to Showcase Wide Array of Exhibitors on Thursday, March 27

Vendors are advised to move quickly to net space at SIBOR’s Realtor EXPO 2025 STATEN ISLAND, NY, UNITED STATES, March 13, 2025 /⁨EINPresswire.com⁩/ -- The annual Realtor EXPO on Staten Island has long been recognized as a key networking and …

HB Strategies Analyzes State Attorneys General Races in Connecticut, Delaware, Florida, Georgia, and Idaho

WASHINGTON, DC, UNITED STATES, March 13, 2025 /⁨EINPresswire.com⁩/ -- The second of six reports from the HB Strategies 50 State Team is out today analyzing state attorneys general races in Connecticut, Delaware, Florida, Georgia, and Idaho. The …

Level 5 Partners and Leader OnBoarding Announces Strategic Partnership

Level 5 Partners provides executive search to the Professional Services (Consulting), Mobility (Autonomous & Electric Vehicle,) and HR Consulting markets. CHICAGO, IL, UNITED STATES, March 13, 2025 /⁨EINPresswire.com⁩/ -- Level 5 Partners, a …

Vesta partners with Reggora to streamline appraisal management for mortgage lenders

SAN FRANCISCO, CA, UNITED STATES, March 13, 2025 /⁨EINPresswire.com⁩/ -- Vesta, the next-generation mortgage LOS, is pleased to announce its partnership with Reggora, a leading appraisal management software company. This native API integration …

House Tax Teams Work to Extend TCJA and Ensure Long-Term Tax Stability

Policy and Taxation Group Files Statement to House Tax Committee WASHINGTON, DC, UNITED STATES, March 13, 2025 /⁨EINPresswire.com⁩/ -- Discussions with House Ways and Means Committee Tax Team leaders are revealing extensions of the 2017 Tax Cuts …

Private equity stands to profit from privatization of education as Trump administration pushes to close DOE

New report analyzes private equity industry’s expansion into child care, education investments BOSTON, MA, UNITED STATES, March 13, 2025 /⁨EINPresswire.com⁩/ -- A new report from the Private Equity Stakeholder Project (PESP) examines how private …

O.R. TRAX Launches Automated Vendor Notification on EPIC App Market Showroom, Streamlining OR Vendor Case Coverage

Leading provider of healthcare vendor credentialing and scheduling solutions launches its Automated Vendor Notification product on EPIC’s App Market Showroom. TAMPA, FL, UNITED STATES, March 13, 2025 /⁨EINPresswire.com⁩/ -- O.R. TRAX, a leading …

Pure Living Properties Named Best Luxury Real Estate Agency in Marbella at the Luxury Lifestyle Awards 2025

The company, led by Javier Nieto, markets some of the most exclusive properties in the Golden Triangle (Marbella, Estepona and Benahavís), at Costa del Sol MARBELLA, MáLAGA, SPAIN, March 13, 2025 /⁨EINPresswire.com⁩/ -- Pure Living Properties has …

Fraud Fight Club 2 Showcases a Curated Lineup of Sponsors to Focus on What Matters

A curated sponsor lineup ensures Fraud Fight Club 2 stays focused on real fraud-fighting insights—no endless booths, no sales pitches, just action. CHARLOTTE, NC, UNITED STATES, March 13, 2025 /⁨EINPresswire.com⁩/ -- Fraud Fight Club 2 isn’t your …

Satyadeepak Bollineni on How Cloud, AI & Big Data Are Reshaping IT Infrastructure

Satyadeepak Bollineni, Staff Technical Solutions Engineer, shares insights on cloud convergence, data pipelines, AI DevOps, real-world use cases, and careers. SAN FRANCISCO, CA, UNITED STATES, March 13, 2025 /⁨EINPresswire.com⁩/ -- In a recent …

New Jersey Small Businesses Benefit from Expanding Tax Preparation Support Services

Small businesses in New Jersey benefit from expanding tax preparation support services for seamless compliance and savings. MIAMI, FL, UNITED STATES, March 13, 2025 /⁨EINPresswire.com⁩/ -- With the U.S. tax filing deadline rapidly approaching, …

Organic Marketing Makes a Comeback: COSMarketing Agency Shares Insights for Businesses to Scale in 2025

COSMarketing Agency, a top digital marketing firm, says organic marketing is making a comeback. This trend will last from now until the end of 2025. LONGWOOD, FL, UNITED STATES, March 13, 2025 /⁨EINPresswire.com⁩/ -- COSMarketing Agency, a top …

Goodman Commercial Real Estate Secures Lease for 23,156 SF Denver Industrial Property

Goodman Commercial Real Estate announces the successful leasing of a 23,156 SF industrial building located at 5301 Bannock St, Denver, CO. DENVER, CO, UNITED STATES, March 13, 2025 /⁨EINPresswire.com⁩/ -- Goodman Commercial Real Estate, a leading …