Wealth

COMMUNITY ASSOCIATIONS INSTITUTE (CAI) CELEBRATING 50TH ANNIVERSARY AT DALLAS CONFERENCE

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Wednesday, May 10, 2023
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Falls Church, Va., May 10, 2023 (GLOBE NEWSWIRE) -- Community Associations Institute (CAI) is commemorating its 50th anniversary at the largest international gathering of homeowners, community managers, and businesses serving community associations during the 2023 CAI Annual Conference and Exposition: Community NOW , May 17–20, at the Hilton Anatole in Dallas.

Key Points: 
  • Falls Church, Va., May 10, 2023 (GLOBE NEWSWIRE) -- Community Associations Institute (CAI) is commemorating its 50th anniversary at the largest international gathering of homeowners, community managers, and businesses serving community associations during the 2023 CAI Annual Conference and Exposition: Community NOW , May 17–20, at the Hilton Anatole in Dallas.
  • The three-day conference is the premier destination for nearly 2,000 community association peers from around the world to come together, share ideas, and network.
  • Today, there are more than 358,000 community associations with 27.7 million homes and 74.2 million residents.
  • Register now to learn, connect, and celebrate CAI’s 50th anniversary.

Global Microfinance Market Report 2023: Soaring Availability of Microfinance Services in Digital and Mobile-Based Payment Models Fuels Growth

Retrieved on: 
Wednesday, May 10, 2023
JPY, Investment, Non-bank financial institution, R, GBP, Wealth, USD, Certification, AUD, Strategic management, High, COVID-19, CAD, Compound annual growth rate, CHF, Market share analysis, Research report, Bank, Social impact assessment, Transaction account, Retail, Medical device, Poverty industry, Pathfinder, Insurance, EUR

What are the inhibiting factors and impact of COVID-19 shaping the Global Microfinance Market during the forecast period?

Key Points: 
  • What are the inhibiting factors and impact of COVID-19 shaping the Global Microfinance Market during the forecast period?
  • Which are the products/segments/applications/areas to invest in over the forecast period in the Global Microfinance Market?
  • What is the market share of the leading vendors in the Global Microfinance Market?
  • What modes and strategic moves are considered suitable for entering the Global Microfinance Market?

GAMCO Investors, Inc. (“GAMI”) Reports Results for the First Quarter 2023

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Tuesday, May 9, 2023
Harvard Club of New York, SICAV, Defense, SALT, Mario Gabelli, Berkshire, ETF, Investment, Wealth, Water, Conference, NYSE, Video game, Financial adviser, Cryptocurrency, Holding company

Revenues for the first quarter of 2023 were $59.9 million compared with $69.6 million in the first quarter of 2022.

Key Points: 
  • Revenues for the first quarter of 2023 were $59.9 million compared with $69.6 million in the first quarter of 2022.
  • Distribution fees from our equity mutual funds and other income were $4.9 million during the first quarter of 2023 and $5.8 million in the prior year quarter.
  • Mark-to-market investment gains were $2.2 million in the first quarter of 2023 versus losses of $2.6 million in the first quarter of 2022.
  • From April 1, 2023, to May 9, 2023, the Company has purchased 34,767 shares at an average price of $19.10 per share.

NEUBERGER BERMAN HIRES SHANNON SACCOCIA AS CHIEF INVESTMENT OFFICER FOR NB PRIVATE WEALTH

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Tuesday, May 9, 2023
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NEW YORK, May 9, 2023 /PRNewswire/ -- Neuberger Berman, a private, independent, employee-owned investment manager, announced that Shannon Saccocia joined on May 8, 2023, in a new role as Chief Investment Officer, NB Private Wealth ("NBPW"). NBPW continues to evolve and strengthen to best serve current clients and appeal to future generations.

Key Points: 
  • NEW YORK, May 9, 2023 /PRNewswire/ -- Neuberger Berman, a private, independent, employee-owned investment manager, announced that Shannon Saccocia joined on May 8, 2023, in a new role as Chief Investment Officer, NB Private Wealth ("NBPW").
  • She brings highly relevant experience as we continue to invest in our Private Wealth franchise and enhance our capabilities," said Stephanie Luedke, CFA, Head of NB Private Wealth.
  • Most recently, Shannon was the Chief Investment Officer for SVB Private (which acquired Boston Private Wealth in July 2021).
  • "There is a tremendous opportunity to leverage the vast capabilities of Neuberger Berman on behalf of private clients," said Shannon Saccocia.

UnCruise Adventures Launches Summer Cruise Season with Small Ship BIG Savings and Endless Adventure

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Friday, May 5, 2023
Consumer, Women, Seniors, Vacation, Cruise, Men, Travel, Sea, Glacier, UnCruise Adventures, Wealth, Porpoise, Adventure, Multimedia, Ship, Eagle, Whale, Nature, Wilderness, Tourism, Catering, Pelican

UnCruise Adventures’ summer cruise season is officially open and offers some huge savings for solo, group, and family travelers.

Key Points: 
  • UnCruise Adventures’ summer cruise season is officially open and offers some huge savings for solo, group, and family travelers.
  • The privately-owned U.S. company is dedicated to small groups, small footprint, low impact cruising, and was the first to start the small ship season in Alaska in early April.
  • View the full release here: https://www.businesswire.com/news/home/20230504005896/en/
    84-guest Safari Endeavour, a small ship adventure cruise in Southeast Alaska to reach where the big ships can't with UnCruise Adventures.
  • As part of their commitment to delivering the best small ship cruise experience, UnCruise Adventures continually evaluates their itineraries and redesigns day-to-day adventures to keep guests engaged and excited.

UBS Private Wealth Advisor Jason Stephens named to Forbes America's Top Wealth Advisors and Forbes Best-In-State Wealth Advisors lists

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Friday, May 5, 2023
UBS, Research, Stephens Inc., Wealth, Financial adviser, Creative industries

NAPLES, Fla., May 5, 2023 /PRNewswire/ -- UBS announced today that Jason E. Stephens , Private Wealth Advisor and Managing Director of The Stephens Group , in Naples, Florida, has been named to the Forbes America's Top 250 Wealth Advisors and the Forbes Best-In-State Wealth Advisors lists for 2023.

Key Points: 
  • NAPLES, Fla., May 5, 2023 /PRNewswire/ -- UBS announced today that Jason E. Stephens , Private Wealth Advisor and Managing Director of The Stephens Group , in Naples, Florida, has been named to the Forbes America's Top 250 Wealth Advisors and the Forbes Best-In-State Wealth Advisors lists for 2023.
  • "We are incredibly proud to have Jason recognized once again by Forbes as a top advisor nationally and in Florida," said Gregory Kadet, Market Director, UBS Florida Market.
  • Stephens has been named to the Forbes America's Top 250 Wealth Advisors list for seven consecutive years and the Forbes Best-In-State Wealth Advisors list for the past six years.
  • "We congratulate Jason for consistently being named to these prestigious Forbes lists, which acknowledge his exemplary wealth management advice and continuous dedication to client service," said Brad Smithy, Florida Market Executive, UBS Wealth Management USA.

Three UBS advisor teams in the Philadelphia D.C. Wealth Management Market recognized by Barron’s

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Thursday, May 4, 2023
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UBS Private Wealth Management today announced that three advisor teams in the firm’s Philadelphia D.C. market have recently been recognized by Barron’s on several accolade lists for 2023.

Key Points: 
  • UBS Private Wealth Management today announced that three advisor teams in the firm’s Philadelphia D.C. market have recently been recognized by Barron’s on several accolade lists for 2023.
  • UBS Advisor teams Wickham Cash Partners and LongBernsteinGunderson Wealth Management have been named to the Barron’s Top 100 Private Wealth Management Teams list for 2023.
  • They have decades of experience advising ultra-high net worth and high net worth individuals and families on financial planning and investment matters,” said Julie Fox, Market Executive at UBS Private Wealth Management.
  • LongBernsteinGunderson Wealth Management is led by Private Wealth Advisors Louise Gunderson and Ryan Long, as well as Financial Advisor Brad Bernstein.

Nym Wins MedTech Breakthrough Award for Second Consecutive Year

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Wednesday, May 3, 2023
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Nym , the leader in translating clinical language into actionable information, today announced that it has been selected as winner of the “Best Overall Health Administration Software” award in the seventh annual MedTech Breakthrough Awards program.

Key Points: 
  • Nym , the leader in translating clinical language into actionable information, today announced that it has been selected as winner of the “Best Overall Health Administration Software” award in the seventh annual MedTech Breakthrough Awards program.
  • “At Nym, we’re on a mission to change this and simplify healthcare by automating unnecessarily manual, administrative processes that are error-prone, costly, and inefficient.
  • Patient charts coded by Nym are sent directly to bill with over 96% code-over-code accuracy and zero human intervention.
  • Congratulations to Nym on another MedTech Breakthrough award and their continued growth!’”
    Shrank WH, Rogstad TL, Parekh N. Waste in the US Health Care System: Estimated Costs and Potential for Savings.

IMA ART Fertility Celebrates 1-Year Beverly Hills Anniversary

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Wednesday, May 3, 2023
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BEVERLY HILLS, CA, May 3, 2023 - (ACN Newswire) - IMA ART Fertility celebrates their one-year anniversary in Beverly Hills - launching a first-of-its-kind luxury fertility and surrogacy concierge service, dedicated to helping high-net-worth individuals realize their dreams of parenthood.

Key Points: 
  • BEVERLY HILLS, CA, May 3, 2023 - (ACN Newswire) - IMA ART Fertility celebrates their one-year anniversary in Beverly Hills - launching a first-of-its-kind luxury fertility and surrogacy concierge service, dedicated to helping high-net-worth individuals realize their dreams of parenthood.
  • Long before arriving on U.S. soil in the spring of 2022, the CEO & Co-Founder of IMA ART Fertility, Michelle Tang, identified an opportunity in a yet-to-be-defined field - luxury fertility and surrogacy.
  • IMA ART Fertility Co-Founders made the decision to create and build a brand in a new rarified fertility space, exclusively targeting the uber-wealthy.
  • Ms. Tang and fellow Co-Founder, Ron Sonnenberg, arrived in Beverly Hills on May 2, 2022, marking the one-year anniversary of relocating their operations from Hong Kong.

UBS Advisor Team Mainsail Wealth Partners Named to the Barron’s Top 100 Private Wealth Management Teams List

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Tuesday, May 2, 2023
Personal Finance, Professional Services, Finance, Barron's, Wealth management, Mainsail, Wealth, UBS, Formula One Teams Association, Kate Freeman Clark, Financial services, Financial adviser

UBS Private Wealth Management today announced that Mainsail Wealth Partners , an advisor team in the firm’s Los Angeles, California office, has been named to the Barron’s Top 100 Private Wealth Management Teams for 2023, ranking #8 in the United States.

Key Points: 
  • UBS Private Wealth Management today announced that Mainsail Wealth Partners , an advisor team in the firm’s Los Angeles, California office, has been named to the Barron’s Top 100 Private Wealth Management Teams for 2023, ranking #8 in the United States.
  • Mainsail Wealth Partners is responsible for managing over $7 billion in invested client assets for ultra-high net worth individuals and families.
  • Mainsail Wealth Partners previously ranked #18 on Barron’s Top 100 Private Wealth Management Teams list for 2022.
  • The annual Barron's Top 100 Private Wealth Teams recognizes wealth advisory teams across the country that specialize in serving individuals and families.