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Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions

Wealth Management

We’re planning on making a selection that moves less toward a generic co-pilot and more toward a specialized RIA financial advisor-specific AI overlay. We want to make that choice this year, so there will definitely be more to come on that.

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Bank stock under ₹25 in focus as SMFG plans additional $1.1 billion investment in the company

Trade Brains

If finalized, this fresh capital infusion would take SMFG’s total investment in Yes Bank to around $2.7 This development builds upon SMFG’s earlier definitive agreement announced on May 9, 2025, where Sumitomo Mitsui Banking Corporation (SMBC), a licensed banking arm under SMFG, agreed to acquire a 20 percent stake in Yes Bank.

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A Strategic Guide to the Supported RIA Model

Diamond Consultants

All that said, how is an advisor to know if this model is right for them, let alone which platform or firm within the channel might be the best fit? Firms typically follow one of two models: Shared ADV In this model, advisors join the firms existing RIA as 1099 independent contractors or Investment Advisor Representatives (IARs).

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Weekly Market Insights: November 11th, 2024

Cornerstone Financial Advisory

Here’s a quick definition of each metric: Cholesterol – Cholesterol is a lipoprotein in our body’s tissues that forms and maintains cell membranes. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

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From Policy to Portfolio: The Economic Impact of Tariffs

Bell Investment Advisors

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. That’s definitely a meaningful reduction.

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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

And we do, as you know, all of our passively managed products or our managed in-house by our investment management group. But our actively managed funds or active equity funds, I should say, we do active, fixed in- house, but our active equity funds are sub-advised to a stable of investment advisors. And I had purview over that.

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Transcript: Jim O’Shaughnessy on Infinite Wisdom

The Big Picture

And actually you might remember I started the first online investment advisor called Net Folio. He was also a Jim and he probably did more for me when I was young and filled with, you know, vinegar and, and very definitive beliefs. 00:45:06 [Speaker Changed] Yeah, yeah. That’s right. In 1999, 2000.