Financial adviser

Norton Rose Fulbright welcomes two highly regarded financial services partners in New York

Retrieved on: 
Monday, March 4, 2024

New York, March 04, 2024 (GLOBE NEWSWIRE) -- Global law firm Norton Rose Fulbright today announced that financial services lawyers Steven Lofchie and Mark Highman have joined the firm as partners in the New York office.

Key Points: 
  • New York, March 04, 2024 (GLOBE NEWSWIRE) -- Global law firm Norton Rose Fulbright today announced that financial services lawyers Steven Lofchie and Mark Highman have joined the firm as partners in the New York office.
  • Regarded as one of the leading financial services practitioners in the US, Lofchie counsels clients on securities laws, the Commodity Exchange Act (CEA) and related bankruptcy issues in his regulatory practice.
  • Clients look to Norton Rose Fulbright to guide them through such challenges, and Steve and Mark further strengthen our multidisciplinary offering to the financial services industry.”
    Vincent Dunn, Norton Rose Fulbright’s New York Co-Partner-in-Charge, commented:
    “Norton Rose Fulbright’s New York office has been serving clients in the financial services sector for more than a century.
  • Norton Rose Fulbright provides a full scope of legal services to the world’s preeminent corporations and financial institutions.

AssetMark Launches Advisor Dashboard, First Step in Broader Digital Ecosystem Enhancements

Retrieved on: 
Monday, March 4, 2024

CONCORD, Calif., March 04, 2024 (GLOBE NEWSWIRE) -- AssetMark, a leading provider of wealth management solutions powering independent financial advisors and their clients, today announced the launch of its Advisor Dashboard, the new central hub of AssetMark’s digital platform.

Key Points: 
  • CONCORD, Calif., March 04, 2024 (GLOBE NEWSWIRE) -- AssetMark, a leading provider of wealth management solutions powering independent financial advisors and their clients, today announced the launch of its Advisor Dashboard, the new central hub of AssetMark’s digital platform.
  • Designed to deliver real-time client and business insights, the Advisor Dashboard enhances efficiencies for advisors and streamlines their workflows.
  • “At AssetMark, we are committed to empowering advisors with the technology they need to thrive,” said Esi Minta-Jacobs, EVP, Head of HR & Digital Product Solutions for AssetMark.
  • “The Advisor Dashboard marks a significant step forward in our ongoing mission to modernize our tech stack and create a faster, more flexible, and intuitive user experience for advisors.

Ambassador Noble C.K. McWhorter Grants Hermes An Esteemed McWhorter Family Trust Warrant For Recognition As An Exemplary Asset in Luxury Leather Goods.

Retrieved on: 
Friday, March 1, 2024

Hermès’s illustrious history and commitment to the quality of craftsmanship resonate profoundly with the McWhorter Family Trust, rendering it an exemplary ambassador within the assembly of the McWhorter family’s luxury assets investment portfolio.

Key Points: 
  • Hermès’s illustrious history and commitment to the quality of craftsmanship resonate profoundly with the McWhorter Family Trust, rendering it an exemplary ambassador within the assembly of the McWhorter family’s luxury assets investment portfolio.
  • The incorporation of Hermès into the McWhorter Family Trust’s list of esteemed investments marks a deliberate expansion of the McWhorter Family’s luxury asset portfolio.
  • This action is reflective of a meticulously curated investment philosophy developed by Ambassador Noble McWhorter and his distinguishably evolving family legacy.
  • McWhorter, currently intricately structuring a Single Family Office (SFO), has tactically announced a significant, yet SEC-exempt, small acquisition in Hermès International.

YieldMax™ Launches the Ultra Option Income Strategy ETF ULTY

Retrieved on: 
Thursday, February 29, 2024

1 All YieldMax™ ETFs shown in the table above (except YMAX and YMAG) have a gross expense ratio of 0.99%.

Key Points: 
  • 1 All YieldMax™ ETFs shown in the table above (except YMAX and YMAG) have a gross expense ratio of 0.99%.
  • The Distribution Rate is the annual yield an investor would receive if the most recently declared distribution, which includes option income, remained the same going forward.
  • The Distribution Rate represents a single distribution from the ETF and does not represent its total return.
  • Such potential losses may not be offset by income received by the ETF.

LPL Financial Welcomes Endeavor Wealth Strategies

Retrieved on: 
Thursday, February 29, 2024

SAN DIEGO, Feb. 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Seth Marshall and the team at Endeavor Wealth Strategies have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Exemplar Financial Network.

Key Points: 
  • SAN DIEGO, Feb. 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Seth Marshall and the team at Endeavor Wealth Strategies have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Exemplar Financial Network.
  • The Endeavor team reported serving approximately $515 million in advisory assets* and joins LPL from PNC Private Bank Trust.
  • He built his Fort Wayne, Ind., practice by delivering complex financial solutions and investment strategies for high-net-worth and ultra-high-net-worth individuals and families, always going the extra mile to provide personalized, white glove services.
  • We look forward to supporting Endeavor Wealth Strategies for years to come.”

Ultimus Fund Solutions Triumphs at Fund Intelligence Operations and Services Awards

Retrieved on: 
Wednesday, February 28, 2024

CINCINNATI, Feb. 28, 2024 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions ® (Ultimus®), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is pleased to highlight an impressive showcase of leadership and innovation within the financial services sector.

Key Points: 
  • CINCINNATI, Feb. 28, 2024 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions ® (Ultimus®), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is pleased to highlight an impressive showcase of leadership and innovation within the financial services sector.
  • Ultimus has been honored with three prestigious awards at the highly competitive Fund Intelligence Operations and Services Awards.
  • After a rigorous and thorough judging process, Ultimus secured three top awards including the Best ETF Administrator Award, the Best Interval Fund Administrator Award, and the Best Data Management Solution - Back/Middle Office.
  • To learn more about how Ultimus is shaping the future of fund administration and middle office services, visit https://www.ultimusfundsolutions.com .

Advisor Solutions by Purpose Selected by Delisle Advisory Group for Its Integrated Tech Platform

Retrieved on: 
Wednesday, February 28, 2024

TORONTO, Feb. 28, 2024 (GLOBE NEWSWIRE) -- Advisor Solutions by Purpose (“Advisor Solutions”), a leading practice management provider and cutting-edge technology platform, announced today that Delisle Advisory Group (“Delisle”), a newly formed investment counselling firm for high and ultra-high-net-worth clients, has chosen Advisor Solutions to provide an integrated technology platform to help facilitate Delisle’s vision for client service.

Key Points: 
  • TORONTO, Feb. 28, 2024 (GLOBE NEWSWIRE) -- Advisor Solutions by Purpose (“Advisor Solutions”), a leading practice management provider and cutting-edge technology platform, announced today that Delisle Advisory Group (“Delisle”), a newly formed investment counselling firm for high and ultra-high-net-worth clients, has chosen Advisor Solutions to provide an integrated technology platform to help facilitate Delisle’s vision for client service.
  • This decision reflects Delisle’s confidence that Advisor Solutions can deliver an exemplary and seamless client experience, supporting Delisle’s mission to help clients define and achieve their financial goals and purpose.
  • While a new firm, Delisle is co-founded by seasoned industry veterans Andrew Auerbach and Jean Blacklock.
  • “Purpose’s leading technology and reputation for continued innovation made their platform the preferred choice,” said Andrew Auerbach, co-founder of Delisle Advisory Group.

Zapp EV Reports Fiscal Year 2023 Financial Results

Retrieved on: 
Monday, February 26, 2024

LONDON, Feb. 26, 2024 (GLOBE NEWSWIRE) -- Zapp Electric Vehicles Group Limited (Nasdaq: ZAPP) (“Zapp EV” or the “Company”), owner of “Zapp”, the British electric vehicle brand on a mission to revolutionise personal urban mobility, today reported financial results for the fiscal year ended September 30, 2023.

Key Points: 
  • LONDON, Feb. 26, 2024 (GLOBE NEWSWIRE) -- Zapp Electric Vehicles Group Limited (Nasdaq: ZAPP) (“Zapp EV” or the “Company”), owner of “Zapp”, the British electric vehicle brand on a mission to revolutionise personal urban mobility, today reported financial results for the fiscal year ended September 30, 2023.
  • 2023 results reflected primarily other expenses of $213.7 million, which related to the business combination completed in April 2023.
  • Swin Chatsuwan, Founder and Chief Executive Officer of Zapp EV, said: “We’ve taken a well-researched approach from day one and the start of production is a major tipping point for Zapp.
  • Zapp uses this website as a means for complying with its disclosure obligations.

Faircourt Asset Management Inc. Announces February Distribution

Retrieved on: 
Saturday, February 24, 2024

Faircourt Asset Management Inc. is the Investment Advisor for Faircourt Gold Income Corp.

Key Points: 
  • Faircourt Asset Management Inc. is the Investment Advisor for Faircourt Gold Income Corp.
  • This press release is not for distribution in the United States or over United States wire services.
  • There are ongoing fees and expenses associated with owning units of an investment fund.
  • An investment fund must prepare disclosure documents that contain key information about the fund.

The Tile Shop to Host Fourth Quarter 2023 Earnings Conference Call

Retrieved on: 
Friday, February 23, 2024

The Company will host a conference call via webcast for investors and other interested parties beginning at 9:00 a.m. Eastern Time on Thursday, February 29, 2024.

Key Points: 
  • The Company will host a conference call via webcast for investors and other interested parties beginning at 9:00 a.m. Eastern Time on Thursday, February 29, 2024.
  • The call will be hosted by Cabell Lolmaugh, Chief Executive Officer, Karla Lunan, Chief Financial Officer, and Mark Davis, Vice President of Investor Relations and Chief Accounting Officer.
  • A webcast of the call can be accessed by visiting the Company’s Investor Relations page at www.tileshop.com .
  • A webcast replay of the call will be available on the Company’s Investor Relations page at www.tileshop.com .