Adviser

Insight Select Income Fund Announces Change in Portfolio Management Team

Retrieved on: 
Friday, February 9, 2024
Asset Management, Professional Services, Finance, Fund, Risk, Adviser

Effective immediately, the Fund’s portfolio management team at Insight North America LLC has changed as follows: Erin Spalsbury joins James DiChiaro as a portfolio manager on the Fund and Gautam Khanna will no longer have day-to-day portfolio management responsibilities for the Fund.

Key Points: 
  • Effective immediately, the Fund’s portfolio management team at Insight North America LLC has changed as follows: Erin Spalsbury joins James DiChiaro as a portfolio manager on the Fund and Gautam Khanna will no longer have day-to-day portfolio management responsibilities for the Fund.
  • Erin Spalsbury has served as a Senior Portfolio Manager at Insight North America LLC since August 2019.
  • The Fund is a diversified closed-end management investment company whose investment objective is to seek a high rate of return, primarily from interest income and trading activity, from a portfolio principally consisting of debt securities.
  • The Fund will also look to benefit from trading securities to optimize the risk adjusted yields in the Fund.

Crewe Advisors Expands With Strategic Addition of Utah-Based Advisory Team

Retrieved on: 
Wednesday, February 7, 2024
Consulting, Asset Management, Professional Services, Finance, Partnership, Davenport, Adviser, CFA, Financial adviser

Crewe Advisors (Crewe) today announced a strategic partnership with James Davenport, CFP® and his team of three associates.

Key Points: 
  • Crewe Advisors (Crewe) today announced a strategic partnership with James Davenport, CFP® and his team of three associates.
  • “I’ve known the Crewe team for several years and have admired the business they’ve built.
  • We’ve designed Crewe to be a destination for advisors who want to serve clients with multi-family office-level support,” said Ryan Halliday, Managing Partner of Crewe Advisors and a 20-year veteran of the financial services industry.
  • “Having Crewe Foundation and investment banking capabilities through Crewe Capital offers James’s clients new planning opportunities and, simultaneously, the new team strengthens our ability to serve our existing clients.”

Alpha Omega Appoints new Board Advisor, Marybeth Wootton Bringing Expertise in Business Growth and Innovation

Retrieved on: 
Wednesday, February 7, 2024
IBM, Growth, History, Berico Technologies, Central Waqf Council, BAE Systems, Government, Harvard University, MBA, Adviser, University of Pennsylvania, Alpha and Omega, Marybeth, Sale, PWC, University, Organization, Management

VIENNA, Va., Feb. 7, 2024 /PRNewswire/ -- Alpha Omega , a leading IT solutions company, proudly announces the appointment of Marybeth Wootton as a new Board Advisor.

Key Points: 
  • VIENNA, Va., Feb. 7, 2024 /PRNewswire/ -- Alpha Omega , a leading IT solutions company, proudly announces the appointment of Marybeth Wootton as a new Board Advisor.
  • Marybeth brings a wealth of experience as an accomplished CEO, board member and entrepreneur, with a proven track record in delivering business growth and success.
  • Marybeth has a distinguished history of successfully delivering business growth by selling large, cross-functional, and global programs to both commercial and government sector clients.
  • "Alpha Omega is fortunate to have a Board of Advisors made up of highly capable, committed individuals with diverse backgrounds and perspectives," said Gautam Ijoor, President and CEO of Alpha Omega.

YieldMax™ ETFs Announces Monthly Distributions on AMDY (87.93%), NFLY (78.50%), NVDY (69.23%), CONY (67.56%), FBY (61.15%) and Others

Retrieved on: 
Tuesday, February 6, 2024
ARK, Prospectus, GOOGL, Risk, Lovell Minnick Partners, NVDA, History, Government, Trust, ETF, MRNA, Investment, AAPL, Unitary state, GOOY, TRUST, AMD, Capital gain, NAV, TSLA, JPM, DIS, SQ, PYPL, COIN, Funding, Sale, Adviser, MSFT, XOM, AMZN, NFLX, 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.
  • For TSLY, APLY, NVDY, AMZY, FBY, GOOY, NFLY, CONY and SQY, click here .
  • 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.

Mercer Advisors Upgrades Its Organic Growth Processes With Catchlight

Retrieved on: 
Tuesday, February 6, 2024
Professional Services, Fintech, Data Management, Technology, Artificial Intelligence, Digital Marketing, Public Relations, Investor Relations, Marketing, Communications, Content Marketing, Finance, Consulting, Acquisition, RIAS, Adviser, RIA, Financial adviser

Aiming to bolster organic growth and ensure highly tailored engagement with potential clients, Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), will fortify its digital, direct-to-consumer sales and marketing campaigns with Catchlight.

Key Points: 
  • Aiming to bolster organic growth and ensure highly tailored engagement with potential clients, Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), will fortify its digital, direct-to-consumer sales and marketing campaigns with Catchlight.
  • Mercer Advisors will use Catchlight’s insights of prospective clients to rapidly build a more complete understanding of each prospect’s financial landscape and anticipated needs.
  • By incorporating Catchlight into its data-driven sales strategy, Mercer Advisors can route leads to the advisors best suited to their circumstances and setting the stage for a stronger advisor-client relationships.
  • “Mercer Advisors has developed a sharp vision of the role that data and personalization play in sustained organic growth in the RIA space,” said Yelena Melamed, Catchlight Co-Founder and Head of Product.

Ocean Park and Sierra Mutual Funds Launch Advisor Consulting Program

Retrieved on: 
Tuesday, February 6, 2024
Finance, Consulting, Banking, Professional Services, Asset Management, Curriculum, Research, AUM, Adviser, Financial adviser

Sierra Mutual Funds , Inc., and Ocean Park Asset Management , known for a rules-based investment process, today announced the launch of the Advisor Consulting program.

Key Points: 
  • Sierra Mutual Funds , Inc., and Ocean Park Asset Management , known for a rules-based investment process, today announced the launch of the Advisor Consulting program.
  • The program offers exclusive resources to financial advisors who partner with Sierra Mutual Funds and Ocean Park, including access to Director of Advisor Consulting and Senior Portfolio Specialist, Bill Phillips.
  • For more information on the Advisor Consulting program, an advisor can email [email protected] .
  • Sierra Mutual Funds and Ocean Park Asset Management were not awarded Asset Manager of Year when awards were announced on October 11, 2023.

Susan Credle to Become First-Ever IPG Creative Advisor

Retrieved on: 
Monday, February 5, 2024
Bank of America, Creativity, Growth, The One Club, FedEx, Adviser, Walmart, Commerce, AB, FCB, AAF, M&J, Marketing, Kimberly-Clark, AB InBev, IPG, Bank, Culture, BBDO, Anheuser-Busch brands, Woman, Creative industries

New York, NY, Feb. 05, 2024 (GLOBE NEWSWIRE) -- Interpublic Group (NYSE: IPG) announced today the appointment of Susan Credle as its first-ever Creative Advisor.

Key Points: 
  • New York, NY, Feb. 05, 2024 (GLOBE NEWSWIRE) -- Interpublic Group (NYSE: IPG) announced today the appointment of Susan Credle as its first-ever Creative Advisor.
  • In the new role, partnering with creative leaders across IPG’s agencies, Susan will advance the culture of creativity at IPG, ensuring it is central in all the network’s work for brands.
  • Susan will continue to be a leading creative champion for the industry and assist IPG agencies in attracting and nurturing global creative talent.
  • In the role, Susan will consult with IPG companies on their unique creative frameworks, advise on IPG’s global production solution, and bring a creative lens to IPG’s central leadership team.

Get in the Game with E*TRADE from Morgan Stanley

Retrieved on: 
Monday, February 5, 2024
Professional Services, Advertising, Communications, Sports, Football, Finance, Banking, Black Friday, CNN, Cyber Monday, Knowledge, Market, Good Morning America, Macroeconomics, Public sector, Division, Entrepreneur (magazine), Atmosphere of Earth, Research, E*TRADE, CNBC, Private sector, Adviser, Talk, Big Game, Morgan Stanley, Bloomberg, Federal Reserve, Federal, The Wall Street Journal, Assistant, Education, Morgan Stanley Wealth Management, Holiday, Cryptocurrency

E*TRADE from Morgan Stanley announced today it will air a 30-second spot during the second quarter of the game.

Key Points: 
  • E*TRADE from Morgan Stanley announced today it will air a 30-second spot during the second quarter of the game.
  • In a recent Q1 2024 study of investors conducted by Morgan Stanley Wealth Management:
    The top financial resolution for 2024 was to learn more about investing, trading, and the markets.
  • 2 To learn more about E*TRADE from Morgan Stanley’s Money Monday and register for the event, click here .
  • Randy Krallman of SMUGGLER, who also directed E*TRADE's last two Big Game ads, was back at the helm to direct.

Dr. Erika Rasure Appointed Chief Financial Wellness Advisor for Beyond Finance

Retrieved on: 
Wednesday, January 31, 2024
Education, Finance, CTC, Adviser, Human

HOUSTON, Jan. 31, 2024 (GLOBE NEWSWIRE) -- Beyond Finance , one of the nation’s leading debt consolidation and solution companies, appointed Dr. Erika Rasure , CTC, one of its client financial therapists, as Chief Financial Wellness Advisor.

Key Points: 
  • HOUSTON, Jan. 31, 2024 (GLOBE NEWSWIRE) -- Beyond Finance , one of the nation’s leading debt consolidation and solution companies, appointed Dr. Erika Rasure , CTC, one of its client financial therapists, as Chief Financial Wellness Advisor.
  • “We’re proud to help transform client service in the debt consolidation solutions industry by offering free financial therapy–and it all began with Dr. Erika Rasure,” said Chief Operations Officer Lou Antonelli .
  • “She has been the voice to develop stronger client relationships and provide financial education that makes a difference in their lives.
  • “Financial therapy, practice and wellness give them a path out of debt–one they never saw before they came to us for help.

The Leaders Group sponsors NAIFA’s national events and NAIFA-Colorado

Retrieved on: 
Wednesday, January 31, 2024
Partnership, CO, Legislation, TLG, Society, The, Apex, FSP, Adviser, Downtown Manhattan Heliport, Insurance, CCFC, Legislature, Conference, Organization, National Association, Woman

The discounted offer gives TLG representatives the opportunity to experience the full value of NAIFA membership at a fraction of the cost.

Key Points: 
  • The discounted offer gives TLG representatives the opportunity to experience the full value of NAIFA membership at a fraction of the cost.
  • TLG attended the 2023 NAIFA National Leadership Conference in Washington, D.C., opening the door for symbiotic opportunities from like-minded organizations.
  • “The importance of NAIFA for our industry has never been more evident than it is today,” said Charles Arnold, chief marketing officer at The Leaders Group.
  • NAIFA aims to further their members’ career development and increase their expertise in their practice, advocacy efforts, and community involvement.