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Alex Ortolani , Senior Reporter June 10, 2025 1 Min Read SilverStar President and Lead Principal Tim Hudson Bluespring Wealth Partners, the registered investmentadvisor acquisition arm of Kestra Holdings , has acquired a former Kestra Advisory Services firm in the Houston metro area to merge with its LifeBridge Financial Group and create a $1.4
Introduction In today’s changing finance world, registered investmentadvisors (RIAs) must comply with the provisions of the marketing rule, including entering into a written agreement, and must not include any untrue statement of a material fact to stand out from others. Clear communication is key. This shows social proof.
Mariner is seeking to bolster its independent registered investmentadvisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. Marble joins from Private Advisor Group, where he was head of business development and advisor growth and engagement.
Elecon Engineering Company Limited With a market cap of Rs. In Q4 FY25, Elecon Engineering reported around 41 percent YoY growth in its revenue from operations to Rs. In Q4 FY25, Elecon Engineering reported around 41 percent YoY growth in its revenue from operations to Rs. Please consult your investmentadvisor before investing.
Kaynes Technology is a leading electronics manufacturing company that offers end-to-end solutions, including design, process engineering, and lifecycle support. One 97 Communications Ltd 3-Year Revenue CAGR: 11.53% Debt-to-Equity: 0.01 Paytm, owned by One 97 Communications Ltd, is one of India’s leading digital payment platforms.
HAL is involved in the design, development, manufacture, repair, overhaul, upgrade, and servicing of a wide range of products, including aircraft, helicopters, aero-engines, avionics, accessories, and aerospace structures. Investors must therefore exercise due caution while investing or trading in stocks. 391 on Friday.
Introduction In today’s tough market, financial advisors and investmentadvisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance. This involves adding important keywords to their financial advisor website content.
Kaynes Space Technology Private Limited aims to design, develop, and manufacture satellites of all classes and mission-specific payloads for diverse applications, including communication, earth observation, defence, and scientific research. Investors must therefore exercise due caution while investing or trading in stocks.
Last week’s riddle: If a single-engine airplane taxied not onto a runway but onto an enormous conveyor belt whose speed precisely equaled that of the plane in the opposite direction, could the plane still manage to take off? InvestmentAdvisor Representative, Cambridge Investment Research Advisors, Inc.,
percent–a worrisome revision since consumer spending is the engine of the U.S. FMG is not affiliated with the named representative, financial professional, Registered InvestmentAdvisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. a Registered InvestmentAdvisor.
FMG is not affiliated with the named representative, financial professional, Registered InvestmentAdvisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. InvestmentAdvisor Representative, Cambridge Investment Research Advisors, Inc., a Registered InvestmentAdvisor.
In contrast, others feel the Fed may engineer a soft landing or avoid a recession altogether. FMG is not affiliated with the named representative, financial professional, Registered InvestmentAdvisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. a Registered InvestmentAdvisor.
As a financial advisor and investmentadvisor, you should share your knowledge in ways that build trust and show credibility. They may also prefer finding content through search engines. Think about the demographics, interests, and communication style of the audience on each platform.
I’m a former investmentadvisor representative with LPL Financial. I have a degree in economics, an MBA in marketing, I’m a lecturer at UCLA extension, and at Indigo marketing we work with 165 top independent financial advisors to do their marketing for them. And so, I think a lot about advisors like you.
The “other 95%” of the portfolio existed solely as a financial engine. This specificity helps guide the nonprofit’s board and investment committee members as they carry out their fiduciary duty. Note that this data does not represent any Brown Advisory investment offerings.
The “other 95%” of the portfolio existed solely as a financial engine. This specificity helps guide the nonprofit’s board and investment committee members as they carry out their fiduciary duty. Note that this data does not represent any Brown Advisory investment offerings.
Barry Ritholtz : you were head of strategy, product marketing, communications, like is that one job, is that four jobs? The corporate communications function at Vanguard today, you know, has evolved considerably from back in the early days. How not to invest at your favorite bookstore today. John Wasserman is my audio engineer.
So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investmentadvisors, broker-dealers, all of the changes that are taking place in the space.
Well, first of all, we work with financial advisors of all types in the industry, non-Vanguard financial advisors, so you’ve got broker-dealers, independent registered investmentadvisors, RIAs and bank wealth advisors. You communicate very clearly and candidly about the risks. I’m Barry Ritholtz.
But with me, it’s always more like I’m fascinated by the thought or the message that’s being communicated. And actually you might remember I started the first online investmentadvisor called Net Folio. Anna Luke is my producer, Meredith Frank is my audio engineer. Absolutely correct. That’s right.
These models can create original content in response to questions posed by users, and millions of people are already using them to help write essays, articles, and business communications, code software applications, conduct scientific research, and even craft works of art such as illustrations, graphic designs, and music.
Degrees in science, technology, engineering, and mathematics (STEM) had the highest ROI, followed by business and health majors. 10 Whether a student aspires to be an engineer or a teacher, it’s important to take a hard look at earning potential when assessing the value of any academic program.
It’s a pretty clean situation or communication. And I just seems like it’s the communication there at least is pretty clear. Because there’s a company called Engine Number One, which says, here’s how we’re going to do it. Nothing within this content constitutes legal investment or compliance advice.
So 00:09:10 [Speaker Changed] I know Orion for many years because from the RIA perspective, from a registered investmentadvisor perspective, clients want to know how their portfolios are doing, what their performance is, both in absolute terms and relative to benchmarks. I’m, I’m, I’m curious about that.
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