Adviser

YieldMax™ ETFs Announces Monthly Distributions on MSTY (120.57%), CONY (119.30%), NVDY (106.86%), AMDY (65.04%), FBY (61.10%) and Others

Retrieved on: 
Wednesday, April 3, 2024
ARK, MSFT, COIN, Risk, History, Sale, Lovell Minnick Partners, Trust, Investment, ETF, Adviser, AAPL, Funding, TSLA, Capital gain, Prospectus, SQ, PYPL, JPM, NAV, MRNA, AI, NFLX, AMD, GOOY, Government, Unitary state, GOOGL, NVDA, TRUST, XOM, MSTR, AMZN, DIS, Security (finance)

The Distribution Rate is calculated by multiplying an ETF’s Distribution per Share by twelve (12), and dividing the resulting amount by the ETF’s most recent NAV.

Key Points: 
  • The Distribution Rate is calculated by multiplying an ETF’s Distribution per Share by twelve (12), and dividing the resulting amount by the ETF’s most recent NAV.
  • The Distribution Rate and 30-Day SEC Yield are not indicative of future distributions, if any, on the ETFs.
  • Distributions for the ETFs (if any) are variable and may vary significantly from month to month and may be zero.
  • If the Fund does make distributions, the amounts of such distributions will likely vary greatly from one distribution to the next.

Waverly Advisors Acquires McShane Partners

Retrieved on: 
Tuesday, April 9, 2024
Legal, Insurance, Finance, Public Relations, Investor Relations, Consulting, Banking, Accounting, Communications, Professional Services, Other Professional Services, Adviser, Partnership, Acquisition, McShane, RIAS, Financial adviser

Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning, and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired the investment advisory business of McShane Partners (“McShane”), based in Charlotte, North Carolina.

Key Points: 
  • Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning, and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired the investment advisory business of McShane Partners (“McShane”), based in Charlotte, North Carolina.
  • McShane was founded in 1985 as one of the first fee-only RIAs in Charlotte.
  • “The McShane team brings additional strategies to Waverly's growing public and private market investment options,” said Justin Russell, President of Waverly.
  • “It is clear that Waverly shares these values, and we are confident this partnership will offer increased resources and support for our clients.”
    The acquisition of McShane marks Waverly’s thirteenth transaction since accepting an equity investment in December 2021 from Wealth Partners Capital Group (“WPCG”) and HGGC’s Aspire Holdings platform.

Sales Xceleration® Announces President's Club and First Annual President's Circle Winners

Retrieved on: 
Tuesday, April 9, 2024
Reward, Circle, Growth, Adviser

INDIANAPOLIS, April 9, 2024 /PRNewswire/ -- Sales Xceleration®, the pioneer in fractional sales leadership, proudly showcases the winners of the President's Club and First Annual President's Circle.

Key Points: 
  • INDIANAPOLIS, April 9, 2024 /PRNewswire/ -- Sales Xceleration®, the pioneer in fractional sales leadership, proudly showcases the winners of the President's Club and First Annual President's Circle.
  • These reward and recognition programs celebrate exceptional performance by top-tier Outsourced VP of Sales over the past year.
  • The President's Club and President's Circle awardees have demonstrated unparalleled leadership skills and have made a profound impact on their clients' sales performances, underscoring the core values of Sales Xceleration®.
  • The following are the distinguished winners, honored for their outstanding dedication to driving impactful sales results for their clients.

Bluerock High Income Institutional Credit Fund Logs a 15%+ Trailing 12 Month Return

Retrieved on: 
Friday, April 5, 2024
Adviser, Fund, Policy, Life insurance

Investment return and principal value will fluctuate, so that shares, when redeemed, may be worth more or less than their original cost.

Key Points: 
  • Investment return and principal value will fluctuate, so that shares, when redeemed, may be worth more or less than their original cost.
  • For performance information current to the most recent month end, please call toll-free 1-844-819-8287.
  • Investment return and principal value will fluctuate, so that shares, when redeemed, may be worth more or less than their original cost.
  • There is no assurance that the Company will continue to declare distributions or that they will continue at these rates.

Bonso Electronics Announces Annual General Meeting Results

Retrieved on: 
Tuesday, March 12, 2024
BNSO, AGM, Commercial property, Adviser

HONG KONG, March 11, 2024 (GLOBE NEWSWIRE) -- Bonso Electronics International, Inc. (NASDAQ: BNSO) today announced the results of the Company’s Annual General Meeting of Shareholders (the “AGM”) held on March 8, 2024, at the offices of the Corporation’s China subsidiary located at the 10th Floor, Commercial Building, 2 Zheng Feng Bei Road, Fu Yong, Shenzhen, China.

Key Points: 
  • HONG KONG, March 11, 2024 (GLOBE NEWSWIRE) -- Bonso Electronics International, Inc. (NASDAQ: BNSO) today announced the results of the Company’s Annual General Meeting of Shareholders (the “AGM”) held on March 8, 2024, at the offices of the Corporation’s China subsidiary located at the 10th Floor, Commercial Building, 2 Zheng Feng Bei Road, Fu Yong, Shenzhen, China.
  • At the AGM, the shareholders approved and ratified (i) the appointment of Mr. Anthony So, Mr. Andrew So, Mr. Albert So, Mr. Kim Wah Chung, Mr.
  • Woo Ping Fok, and Mr. Henry F. Schlueter as members of the Board of Directors to serve for the ensuing year; and (ii) the appointment of MSPC Certified Public Accountants and Advisors, P.C., as the Company’s independent registered public accounting firm for the fiscal year ending March 31, 2024.

Milliman named “Best in Class” defined contribution recordkeeper

Retrieved on: 
Monday, April 1, 2024
Technology, Food, Beverage, Oil, Gas, Cosmetics, Alternative Energy, Retail, Energy, Restaurant, Bar, Human Resources, Finance, Cruise, Consulting, Public Transport, Transportation, Lodging, Professional Services, Travel, Trucking, Rail, Air, Transport, Software, Online Retail, Department Stores, Milliman, EB, Investment, Consultant, Adviser, Financial adviser

Milliman, Inc., one of the premier actuarial, consulting, and benefits administration firms, is pleased to announce that it has been recognized by PLANSPONSOR as a 2024 Best in Class defined contribution (DC) recordkeeper.

Key Points: 
  • Milliman, Inc., one of the premier actuarial, consulting, and benefits administration firms, is pleased to announce that it has been recognized by PLANSPONSOR as a 2024 Best in Class defined contribution (DC) recordkeeper.
  • Milliman ranked first in the $200mm–$1B plan asset size and third in the $50mm–$200mm plan asset size categories.
  • In the large market category, Milliman ranked first in sponsor services and support, plan administration, and investments and fees.
  • That’s why it’s humbling when our clients ‒ the very people we serve ‒ recognize our excellent work in DC administration,” Kari Jakobe, a Milliman principal and DC administration leader, said.

Impact Communications Signs Best-Selling Book Author and Financial Advisor Coach Derrick Kinney

Retrieved on: 
Thursday, March 28, 2024
Media, Entertainment, Professional Services, Business, Thought Leadership, Books, Socially Responsible Investing, Influencer, Public Relations, Investor Relations, Marketing, Communications, Finance, Generosity, PR, Success, Adviser, CNBC, Fox News, CNN, Communication, Fox Business, News, Good Money, AUM, The Wall Street Journal, Financial adviser

Impact Communications, Inc. (Impact), a leading marketing and PR firm focused exclusively on elevating the stature of independent financial advisors, fintech firms, and allied financial services companies, announced today that Derrick Kinney , best-selling author, financial advisor coach, successful podcast host, and sought-after speaker, has retained Impact to represent him in the financial services industry.

Key Points: 
  • Impact Communications, Inc. (Impact), a leading marketing and PR firm focused exclusively on elevating the stature of independent financial advisors, fintech firms, and allied financial services companies, announced today that Derrick Kinney , best-selling author, financial advisor coach, successful podcast host, and sought-after speaker, has retained Impact to represent him in the financial services industry.
  • “Marie Swift and her superstar team are the perfect fit for me,” said Kinney.
  • He’s passionate about making a difference in the financial advisory world and for humanity as a whole.
  • He is known to many as the Advisor to Advisors and is one of the nation’s most respected voices on business and money.

Morgan Stanley Wins Three 2024 Technology Awards in Generative AI, Fractional Shares, and Portfolio Risk Management

Retrieved on: 
Wednesday, March 27, 2024
Professional Services, Finance, State ownership, Personalization, Emerging technologies, Essential, Spinal muscular atrophies, Risk, Partnership, Data, BlackRock, AI, Separately managed account, Morgan Stanley Wealth Management, Morgan Stanley, Adviser, Russian National Wealth Fund, ETF, Cryptocurrency

Morgan Stanley (NYSE: MS) announced today that it has won three 2024 Celent Model Awards recognizing the Firm’s innovative use of technology.

Key Points: 
  • Morgan Stanley (NYSE: MS) announced today that it has won three 2024 Celent Model Awards recognizing the Firm’s innovative use of technology.
  • “Being recognized by Celent for innovation in three categories is a true honor,” said Jed Finn, Head of Morgan Stanley Wealth Management.
  • Celent’s Model Risk Manager award category recognizes best practices use of technology in financial risk management, operational risk management, cross risk, and financial crime.
  • Morgan Stanley’s Portfolio Risk Platform and the risk analytics integrated into their proprietary platform applications help its Financial Advisors leverage dynamic risk insights across thousands of risk factors.

UBS Financial Advisors form $1.3 billion team in Hartford, CT

Retrieved on: 
Tuesday, March 26, 2024
Professional Services, Other Professional Services, Data Analytics, Finance, Asset Management, Consulting, Banking, Bank of America, BSBA, American Discovery Trail, Certification, Tennis, Tufts University, Retirement, Business, Gardening, Drexel Burnham Lambert, UBS, Merrill (company), Trust, Bank, Research, Bryant University, Dartmouth College, University, Central Connecticut State University, Special needs, MBA, Senior advisor, Dog, Adviser, Family, Intellectual, Financial adviser

UBS Wealth Management USA today announced the formation of Stone Harbor Group , a new team of Financial Advisors in its Hartford, CT office.

Key Points: 
  • UBS Wealth Management USA today announced the formation of Stone Harbor Group , a new team of Financial Advisors in its Hartford, CT office.
  • The nine-person team includes Financial Advisors Richard Cyphers, Gerald Dubey, Douglas Domian, Scott Mintz, David Sacharko and Sean Siana, as well as Client Service Associates Aranzazu Suarez, Jake Heyde and Christian Foxen.
  • Together, the team oversees $1.3 billion in client assets and has more than 150 years of collective investment experience, spanning multiple generations.
  • Prior to joining UBS in 2009, Rick was a Senior Advisor for Citi Family Office where he provided comprehensive wealth management services to private clients.

Dalberg Awarded 5-Year Contract to Strengthen United States Agency for International Development's (USAID) Work With the Private Sector

Retrieved on: 
Monday, March 25, 2024
Other Philanthropy, Data Analytics, Sustainability, Environment, Finance, Consulting, Professional Services, Philanthropy, Private, Growth, Adviser, Partnership, Risk, USAID, Private sector, International development, United

Through the five-year, $99.1-million contract, Dalberg and its partners will support USAID to accelerate private sector partnerships around the world and transform the Agency’s capacity to work with the private sector.

Key Points: 
  • Through the five-year, $99.1-million contract, Dalberg and its partners will support USAID to accelerate private sector partnerships around the world and transform the Agency’s capacity to work with the private sector.
  • PSE SCALE is an extension of over 20 years of efforts by USAID to increasingly partner and invest with the private sector to achieve the Agency’s development and humanitarian goals.
  • It represents the flagship mechanism to upgrade USAID’s capacity to work with the private sector and will provide a range of technical and advisory services to USAID Missions and operating units seeking to expand or accelerate private sector engagement.
  • “Dalberg is thrilled to be supporting USAID in deepening its collaboration with the private sector.