Adviser

YieldMax™ ETFs Announces Monthly Distributions on MRNY (128.16%), CONY (126.19%), AIYY (84.20%), SQY (83.05%), AMDY (79.08%) and Others

Retrieved on: 
Thursday, January 4, 2024
ARK, NAV, Risk, COIN, Capital gain, Government, AAPL, Investment, Funding, XOM, NFLX, PYPL, TSLA, GOOGL, MSFT, Lovell Minnick Partners, AMD, Trust, DIS, History, NVDA, ETF, GOOY, MRNA, Prospectus, TRUST, Adviser, JPM, Sale, AMZN, SQ, Unitary state, 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.

AFCPE Announces 2023 Award Recipients, Making Significant Impact in the Personal Finance Field

Retrieved on: 
Thursday, January 4, 2024
Senior counsel, Continuing education, Student, Publication, Research, Student life, Kansas State University, Adviser, Ageing, Education, Springer Publishing, Certification, News, CFPB, University, Knowledge, Vimeo, Jim Cramer, AVP, Organization, Tutoring

WESTERVILLE, Ohio, Jan. 4, 2024 /PRNewswire/ -- The Association for Financial Counseling and Planning Education (AFCPE) recognized ten individuals, organizations, special projects, and initiatives expanding access to personal finance resources and education across the country as part of its 2023 AFCPE Awards.

Key Points: 
  • WESTERVILLE, Ohio, Jan. 4, 2024 /PRNewswire/ -- The Association for Financial Counseling and Planning Education (AFCPE) recognized ten individuals, organizations, special projects, and initiatives expanding access to personal finance resources and education across the country as part of its 2023 AFCPE Awards.
  • "I'm constantly amazed by the talents and dedication of AFCPE members, which is highlighted with these award recipients," said Rachael DeLeon, AFCPE Executive Director.
  • "The personal finance field is constantly evolving and facing new challenges, but the work of AFCPE members across financial education, research, and practice is a guiding light in helping create a future of financial security for everyone."
  • The 2023 Symposium award recipients were announced towards the end of the conference.

Collective Audience Appoints Digital Advertising Executive, Innovator and Entrepreneur, Patrick Dolan, to Advisor Collective

Retrieved on: 
Wednesday, January 3, 2024
Marketing, Adtech (company), Digital, University, DoubleClick, Sale, ANA, Virginia Commonwealth University, The Wall Street Journal, Ad Age, Libsyn, IAB, MBA, Bordes, Digital media, Adviser, Human, Death, Internet, Video, Locomotion, Advertising, Publication, Data, Interactivity, Martech

Dolan is an accomplished digital advertising executive with more than 25 years of experience driving organizational strategy, operational excellence, and product development across international trade organizations and corporations.

Key Points: 
  • Dolan is an accomplished digital advertising executive with more than 25 years of experience driving organizational strategy, operational excellence, and product development across international trade organizations and corporations.
  • “Patrick is an incredible innovator and digital media executive who shares our vision of creating a next generation advertising and media platform,” stated Collective Audience CEO, Peter Bordes.
  • Patrick Dolan is a seasoned executive with over 25 years of experience in the digital media and advertising industries.
  • He co-founded and currently serves as COO of FxM, a fintech startup revolutionizing financial efficiency within the digital media supply chain.

Waverly Advisors Acquires StrategIQ Financial Group

Retrieved on: 
Wednesday, January 3, 2024
Professional Services, Finance, Consulting, Asset Management, Banking, Accounting, Dream, Culture, Partnership, Acquisition, Adviser, AUM, Freedom, RIA, Financial services

Waverly Advisors, LLC (“Waverly”), a registered investment advisor (“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 completed its acquisition of the investment advisory business assets of StrategIQ Financial Group, LLC (“StrategIQ®”), headquartered in Merrillville, Indiana, with offices in the greater Chicago area, and Northwest and Central Indiana.

Key Points: 
  • Waverly Advisors, LLC (“Waverly”), a registered investment advisor (“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 completed its acquisition of the investment advisory business assets of StrategIQ Financial Group, LLC (“StrategIQ®”), headquartered in Merrillville, Indiana, with offices in the greater Chicago area, and Northwest and Central Indiana.
  • In 1996, CEO Chad Hassinger and three other advisors came together to create a firm that would offer a holistic approach to investment advice and financial planning, empowering investors and their families to secure their financial futures.
  • StrategIQ has a team of 20+ advisors, client service associates, investment analysts, and operations team members, and will be the largest RIA to join Waverly to date.
  • “When Waverly started exploring acquisitions, our vision was to do M&A differently,” said Josh Reidinger, CEO of Waverly.

The 24th Hong Kong Forum concludes successfully

Retrieved on: 
Wednesday, December 6, 2023
Health, Biotechnology, GBS, Gleneagles Hong Kong Hospital, Forum, HKTDC, HKSAR, Adviser, SME, GBM, Film industry

HONG KONG, Dec 6, 2023 - (ACN Newswire) - The 24th Hong Kong Forum,

Key Points: 
  • HONG KONG, Dec 6, 2023 - (ACN Newswire) - The 24th Hong Kong Forum,
    business leaders from 26 countries and regions.
  • "It is clear that in the short term, Hong Kong will face
    some headwinds in light of the global geo-economic fragmentation.
  • Officer of Gleneagles Hong Kong Hospital, explored prospects for
    healthcare and biotechnology in Hong Kong.
  • In addition to the Forum, FHKBAW's overseas member associates
    visited key development projects in Hong Kong, including the Kai
    The Hong Kong Forum is the FHKBAW's annual flagship event.

Home Care Advisory Group Streamlines Delivery of New York Home Care Services

Retrieved on: 
Saturday, November 18, 2023
Documentation, Quality of life, New Yorker, Home care, Adviser, Patient

New York, New York--(Newsfile Corp. - November 17, 2023) - Home Care Advisory Group (HCAG) , a New York based healthcare enterprise specializing in Medicaid and Home Care services, is announcing complimentary Home Care Advice for seniors seeking to age in place more simply.

Key Points: 
  • New York, New York--(Newsfile Corp. - November 17, 2023) - Home Care Advisory Group (HCAG) , a New York based healthcare enterprise specializing in Medicaid and Home Care services, is announcing complimentary Home Care Advice for seniors seeking to age in place more simply.
  • HCAG aims to minimize senior stress with the following system:
    Contact Home Care Advisory Group online or by phone for help.
  • Home Care Advisory Group wants to help individuals with low-income receive the same medical services as those of higher economic means.
  • Delivering comprehensive care services to individuals with chronic ailments to make their daily routines safer and more comfortable is the aim.

Nicholas Wealth Announces Increased Distribution Yield on FIAX ETF

Retrieved on: 
Wednesday, December 20, 2023
NAV, Fund, Government, Risk, Sale, Capital gain, Lovell Minnick Partners, ETF, Treasury, Trust, Funding, Investment, Prospectus, TRUST, YTM, Unitary state, History, Adviser, Security (finance)

3 The Distribution Rate is the annual yield an investor would receive if the most recent distribution, which includes option income, remained the same going forward.

Key Points: 
  • 3 The Distribution Rate is the annual yield an investor would receive if the most recent 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.
  • The Distribution Rate and 30-Day SEC Yield are not indicative of future distributions, if any, on the ETFs.
  • In particular, future distributions on any ETF may differ significantly from its Distribution Rate or 30-Day SEC Yield.

YieldMax™ ETFs Announces Monthly Distributions on CONY (113.67%), SQY (103.19%), TSLY (61.88%), NFLY (52.82%), MSFO (41.63%) and Others

Retrieved on: 
Wednesday, December 6, 2023
ARK, NAV, Risk, COIN, Capital gain, Government, AAPL, Investment, Funding, XOM, NFLX, PYPL, TSLA, GOOGL, MSFT, Lovell Minnick Partners, AMD, Trust, DIS, History, NVDA, ETF, GOOY, MRNA, Prospectus, TRUST, Adviser, JPM, Sale, AMZN, SQ, Unitary state, Security (finance)

For TSLY, APLY, NVDY, AMZY, FBY, GOOY, NFLY, CONY and SQY, click here .

Key Points: 
  • For TSLY, APLY, NVDY, AMZY, FBY, GOOY, NFLY, CONY and SQY, click here .
  • 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.

First Trust Advisors L.P. Announces Distribution for First Trust Enhanced Short Maturity ETF

Retrieved on: 
Friday, December 22, 2023
Professional Services, Finance, Internal Revenue Code, FTA, FTP, Risk, ERISA, Credit, FINRA, Terrorism, Loss, ETF, AIB (NI), Infection, Hamas, Uncertainty, Investment, Federal Deposit Insurance Corporation, Adviser, Volatility, COVID-19, Federal Reserve, Face, Prospectus, Index, Federal, Judgement, Bank

First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.

Key Points: 
  • First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.
  • FTA and its affiliate First Trust Portfolios L.P. ("FTP"), a FINRA registered broker-dealer, are privately-held companies that provide a variety of investment services.
  • Volatility is the characteristic of a security, an index or a market to fluctuate significantly in price within a short time period.
  • Such exposures could cause the Fund's net asset value to experience significant increases or declines in value over short periods of time.

Wedbush Securities Welcomes Rebecca Hern as Managing Director, Investments

Retrieved on: 
Wednesday, December 20, 2023
Banking, Asset Management, Professional Services, Finance, MD, Wealth management, Growth, Adviser, Merrill (company), Security (finance), EVP, Multimedia, Woman, FC

Wedbush Securities , a prominent diversified independent financial services provider, welcomes Rebecca Hern as Managing Director, Investments and Financial Consultant in Charge.

Key Points: 
  • Wedbush Securities , a prominent diversified independent financial services provider, welcomes Rebecca Hern as Managing Director, Investments and Financial Consultant in Charge.
  • Hern rejoins her home state of Dallas, TX and will run the firm’s budding footprint and growth in the greater Dallas area.
  • View the full release here: https://www.businesswire.com/news/home/20231220209534/en/
    Rebecca Hern, MD, Investments and FC in Charge, Wedbush Securities, Dallas, TX (Photo: Business Wire)
    Specializing in serving divorced or widowed women and having a unique background as a former personal banker, Hern says, “Joining Wedbush is a natural evolution for me, offering flexibility to deliver exemplary service while enjoying the benefits of working in my hometown.
  • Returning to the area from Lexington, KY, Hern has firmly rooted herself in Dallas, which she proudly calls home.