Assets under management

Golden State has been recognized as one of the USA Today Best Financial Advisory Firms for 2024

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星期四, 四月 25, 2024
Statista, AUM, Golden State, USA Today, Assets under management

SOUTH COAST METRO, Calif., April 25, 2024 (GLOBE NEWSWIRE) -- Golden State is proud to have been named one of USA Today’s Best Financial Advisory Firms for 2024, marking the second consecutive year that they’ve earned the prestigious accolade.

Key Points: 
  • SOUTH COAST METRO, Calif., April 25, 2024 (GLOBE NEWSWIRE) -- Golden State is proud to have been named one of USA Today’s Best Financial Advisory Firms for 2024, marking the second consecutive year that they’ve earned the prestigious accolade.
  • USA Today and Statista, who conducted the survey, selected the Best Financial Advisory Firms for 2024 based on recommendations by clients and peers and a firm’s growth of Assets Under Management (“AUM”).
  • It is an immense testament to our commitment to offering quality service and a high level of financial guidance to our clients.
  • This honor is a result of our community of advisor's dedication to managing their clients’ wealth.”
    Golden State has been honored for a second consecutive year as one of USA Today's Best Financial Advisory Firms for 2024, demonstrating their commitment to providing quality service and personalized financial guidance to their clients.

AmeriServ Financial Reaches Cooperation Agreement with Significant Shareholder SB Value Partners, L.P.

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星期一, 四月 22, 2024
Banking, Asset Management, Professional Services, Finance, AmeriServ Financial, Wealth management, Assets under management, Cooperation, Common stock, SBV, Security (finance)

AmeriServ Financial, Inc. (NASDAQ: ASRV) (“AmeriServ” or the “Company”) today announced that it has reached a cooperation agreement (“Cooperation Agreement”) with SB Value Partners, L.P. (“SBV”), which owns approximately 7.7% of the Company’s outstanding common stock, par value $0.01 per share (the “Common Stock”).

Key Points: 
  • AmeriServ Financial, Inc. (NASDAQ: ASRV) (“AmeriServ” or the “Company”) today announced that it has reached a cooperation agreement (“Cooperation Agreement”) with SB Value Partners, L.P. (“SBV”), which owns approximately 7.7% of the Company’s outstanding common stock, par value $0.01 per share (the “Common Stock”).
  • Under the Cooperation Agreement the Company, including members of AmeriServ’s senior management and other designated members of the Company’s Board of Directors (the “Board”), and SBV will regularly consult regarding the Company’s financial performance metrics, business development and other similar matters.
  • “We are pleased to have reached this Cooperation Agreement with SBV and appreciate the constructive dialogue we have had with them,” said J. Michael Adams, Jr., AmeriServ’s Chairman of the Board.
  • The complete Cooperation Agreement between the Company and SBV will be included on the Company’s Current Report on Form 8-K filed with the U.S. Securities and Exchange Commission (the “SEC”).

Stratus Financial Celebrates Remarkable Growth with $50M in Assets Under Management Milestone

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星期三, 四月 17, 2024
Other Transport, Finance, Air, Transport, Professional Services, Aerospace, Manufacturing, Other Education, Training, Education, Management, CIO, Aircraft, Assets under management, AUM, Airline

Stratus Financial, a leading financial services firm specializing in student pilot flight school financing, is proud to announce a momentous achievement: the company has surpassed $50 million in Assets Under Management (AUM) since its inception.

Key Points: 
  • Stratus Financial, a leading financial services firm specializing in student pilot flight school financing, is proud to announce a momentous achievement: the company has surpassed $50 million in Assets Under Management (AUM) since its inception.
  • This milestone underscores Stratus Financial's rapid growth and strong position in the aviation finance sector.
  • Chris Ragland, Chief Investment Officer (CIO) of Stratus Financial, commented on this significant milestone, saying, "Reaching $50 million in Assets Under Management is a testament to the dedication and expertise of our team at Stratus Financial.
  • With the aviation industry growing at a rapid pace and an increasing number of student pilots requiring financial assistance, Stratus Financial is poised to bridge this gap and empower the next generation of aviators.

Backlight and Wurl Partner to Make Streaming Distribution More Seamless and Efficient

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星期四, 四月 11, 2024
Technology, Entertainment, Communications, Audio, Video, Media, Software, General Entertainment, TV and Radio, Digital Marketing, CMS, Backlight, Free, FAST, Partnership, Workflow, Assets under management, Streaming television, OTT, Video game

Backlight and Wurl’s combined strengths offer a comprehensive, end-to-end solution for content publishers delivering a seamless, profitable, and more efficient workflow.

Key Points: 
  • Backlight and Wurl’s combined strengths offer a comprehensive, end-to-end solution for content publishers delivering a seamless, profitable, and more efficient workflow.
  • "Our mission has always been to empower video publishers to maximize their content's reach and revenue potential across the global streaming ecosystem,” said Dave Bernath, VP of Sales and Partnerships, Americas at Wurl.
  • “This partnership combines our robust distribution and monetization capabilities with Backlight's comprehensive content management, as well as live and real-time scheduling technologies.”
    The Backlight and Wurl partnership offers several benefits for content publishers and helps to solve key pain points.
  • Wurl solves for this with Global FAST Pass, which can facilitate the distribution of FAST channels to 45+ streamers globally.

Oak Harvest Financial Group Named to USA TODAY's Best Financial Advisory Firms 2024 List

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星期五, 四月 26, 2024
Knowledge, Best, Investment, Risk, RSP, Assets under management, RIA, Retirement, AUM, Financial adviser

HOUSTON, April 26, 2024 /PRNewswire/ -- Oak Harvest Financial Group (OHFG), a Houston-based Registered Investment Advisory (RIA) firm, is today honored to announce that they have been awarded recognition by USA TODAY, named to their Best Financial Advisory Firms 2024 list. The publisher states that inclusion on their 2024 list recognizes OHFG's reputation as a firm that is respected among peers and valued by clients.

Key Points: 
  • HOUSTON, April 26, 2024 /PRNewswire/ -- Oak Harvest Financial Group (OHFG), a Houston-based Registered Investment Advisory (RIA) firm, is today honored to announce that they have been awarded recognition by USA TODAY, named to their Best Financial Advisory Firms 2024 list .
  • According to USA TODAY, the prestigious Best Financial Advisory Firms 2024 award is bestowed on top registered investment advisory (RIA) firms in the United States based on two key criteria:
    Recommendations from individuals from among 25,000 financial advisors, clients and industry experts
    Development of Assets Under Management (AUM) over 12 months and 5-years, respectively
    Oak Harvest Financial Group was established in 2010 by Troy Sharpe, CFP®, CPWA®, CTS®, founder and CEO, and Jessica Cannella, co-founder and president.
  • "Oak Harvest Financial Group is incredibly grateful to be recognized as one of the Best Financial Advisory Firms in 2024 by USA TODAY.
  • You can learn more about Oak Harvest Financial Group and their unique approach to holistic retirement planning and investment advisory services by visiting the Knowledge Center at oakharvestfg.com .

Kingswood U.S. Named To USA Today's List of Best Financial Advisory Firms for Second Straight Year

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星期三, 四月 24, 2024
Partner (business rank), USA Today, Assets under management, AUM, Growth, RIA, Financial adviser

NEW YORK, April 24, 2024 /PRNewswire/ -- Kingswood U.S., part of a network of independent wealth management firms that oversees more than $14 billion in client assets globally, announced it has been named to USA Today's Best Financial Advisory Firms 2024. The award, presented by USA Today and Statista Inc., honors the top registered investment advisory (RIA) firms in the U.S. based on recommendations from financial advisors, clients and industry experts, as well as firm growth.

Key Points: 
  • Firm honored based on growth and client, peer recommendations
    NEW YORK, April 24, 2024 /PRNewswire/ -- Kingswood U.S., part of a network of independent wealth management firms that oversees more than $14 billion in client assets globally, announced it has been named to USA Today's Best Financial Advisory Firms 2024.
  • The award, presented by USA Today and Statista Inc., honors the top registered investment advisory (RIA) firms in the U.S. based on recommendations from financial advisors, clients and industry experts, as well as firm growth.
  • Both short-term (12-month) and long-term (5-year) development of Assets Under Management (AUM) were analyzed using publicly available data.
  • Earlier this month, Kingswood U.S. announced a significant expansion of the Kingswood Investments team, which follows the strategic buildout of the firm's in-house investment banking capabilities over the past few years and illustrates the firm's commitment to this successful and growing business.

Mutual funds and safe government bonds: do returns matter?

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星期四, 四月 25, 2024
ACT, Safe Haven, Research Papers in Economics, Flight, Policy, B.3, ICAPM, RT, Journal of International Economics, Krishnamurti, Business, CIP, International, Observation, P25, Safety, A23, Benchmarking, B.2, FX, Paper, TSD, Environment, Journal of Financial Economics, Bogdanov, Federal, Website, United, A14, Total, The Economic Journal, Eurozone, Face, G11, Quarterly Journal of Economics, Interest rate parity, History, WD, Investment, Liquidity premium, Politics, OLS, Statistics, G15, Caballero, PDF, Classification, ECB, Foreign exchange market, AC, P99, Federal funds, Froot, Lethargy, Social science, Interest, JEL, Bias, Journal, Research, Journal of Economic Literature, The Journal of Finance, E.3, Literature, Federal Reserve, Parity, European Central Bank, AA, Annual Review, Growth, Bank of England, FRED, S&P, Injection, Risk, Elasticity, Government, G12, Finance, BIS, S1, JL, E.1, Money, Depreciation, Asset, Treasury, Federal Reserve Economic Data, A11, A10, R2, Section 4, UMP, A4, Boj, Section 3, Accounting, SJ, Fed, Mutual fund, Lustig, University of Lausanne, Section 2, P75, Foreign-exchange reserves of India, Assets under management, A19, GBP, FE, American Economic Review, A22, E.5, A3, A21, Flight-to-liquidity, Aggregate demand, G23, WT, USD, Autocorrelation, CAD, UIP, Currency, XR, Quarterly Journal, Appendix H, Capital, P95, A6, Zhu, University, B.1, P50, CHF, Transmission, Swings, Estate (law), EUR, Bank for International Settlements, JPY, E.4, Central bank, Multicollinearity, Bank, Fixed effects model, Reproduction, CAP, The Atlanta Jewish Times, VIX, Data, Om, Lobster
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    Netcoins announces unaudited Q1 2024 Results

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    星期二, 四月 2, 2024
    Crypto, Growth, Assets under management, SOL, Digital asset, Acquisition, Small business, United, Bank statement, ETH, Investment, CAD, OTC, Ecosystem, Interim, Cryptocurrency

    VANCOUVER, British Columbia, April 02, 2024 (GLOBE NEWSWIRE) -- BIGG Digital Assets Inc. (“BIGG” or the “Company”) (CSE: BIGG; OTCQX: BBKCF; WKN: A2PS9W), a leading innovator in the digital assets space and owner of Netcoins , and Blockchain Intelligence Group and TerraZero is pleased to report Netcoins unaudited Q1 2024 results.

    Key Points: 
    • VANCOUVER, British Columbia, April 02, 2024 (GLOBE NEWSWIRE) -- BIGG Digital Assets Inc. (“BIGG” or the “Company”) (CSE: BIGG; OTCQX: BBKCF; WKN: A2PS9W), a leading innovator in the digital assets space and owner of Netcoins , and Blockchain Intelligence Group and TerraZero is pleased to report Netcoins unaudited Q1 2024 results.
    • Q1 2024 Netcoins Canada Crypto Staking Highlights:
      Netcoins Staking Assets Under Management over $3.6 million ETH.
    • To celebrate the addition of these assets, Netcoins Canada will offer No Fee* Staking for both SOL and ATOM in 2024.
    • We are pleased with Netcoins’ Q1 2024 results and are focused on all of BIGG’s divisions to follow suit with expected user growth and launching of new products and services aimed at larger audiences.”
      BIGG’s unaudited consolidated interim financial statements and related management’s discussion and analysis for the three months ended March 31, 2024, will be prepared and filed on SEDAR+ within the regulatory filing timelines.

    LBMC Investment Advisors’ Greg Herman Named Barron’s Top 1,200 Financial Advisor for 2024

    Retrieved on: 
    星期四, 三月 28, 2024
    Assets under management, Financial adviser

    Nashville, TN, March 28, 2024 (GLOBE NEWSWIRE) -- LBMC Investment Advisors *, a Registered Investment Advisory firm with $1,900,000,000 in Assets Under Management, proudly announces that Managing Partner Greg Herman has been named a 2024 Barron’s Top 1,200 Financial Advisor**.

    Key Points: 
    • Nashville, TN, March 28, 2024 (GLOBE NEWSWIRE) -- LBMC Investment Advisors *, a Registered Investment Advisory firm with $1,900,000,000 in Assets Under Management, proudly announces that Managing Partner Greg Herman has been named a 2024 Barron’s Top 1,200 Financial Advisor**.
    • This is the fourth consecutive year Herman has ranked in the Top 15 Advisors for Tennessee in Barron’s annual list.
    • “I am honored to be recognized on Barron’s prestigious Top Financial Advisors list again this year,” said Herman.
    • “We believe the success of LBMC Investment Advisors can be attributed to putting our clients’ interests first, offering them the value proposition of coordinated tax and investment advice, and providing service through our team approach.”

    Impact Shares YWCA Women’s Empowerment ETF (WOMN) Reaches $50M in Assets Under Management

    Retrieved on: 
    星期四, 三月 21, 2024
    Racism, WOMN, Gender, Assets under management, Partnership, YWCA USA, Woman, AUM, Investment, Social change, ETF

    The YWCA Women’s Empowerment Fund ($WOMN) has surpassed $50 million in Assets Under Management (AUM) as of 1/25/2024.

    Key Points: 
    • The YWCA Women’s Empowerment Fund ($WOMN) has surpassed $50 million in Assets Under Management (AUM) as of 1/25/2024.
    • We’re excited that investors are seeing the tremendous potential to support companies that are promoting gender equity and empowering women.” — Margaret Mitchell, CEO, YWCA USA.
    • As a 501(c)(3) non-profit organization, Impact Shares collaborates with and donates all net advisory profits from WOMN’s ETF management fee to the YWCA.
    • “The YWCA Women’s Empowerment Fund, creates a unique opportunity for investors to make a meaningful impact through their investing choices.