Healthcare Equipment Stock Climbs on Upgrade
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02Oct
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02Oct
Hedge Funds Haven’t Made a Bet This Big in 5 Years
“…based on continuation moves immediately following bull and bear gaps in 2023, Thursday’s gap lower suggests selling in the immediate days ahead…With the...
02Oct
Rivian (RIVN) Q3 2023 deliveries outperform
The Rivian name is shown on one of the company's new electric SUV vehicles in San Diego, California, Dec. 16, 2022.Mike Blake | ReutersRivian Automotive on Monday reported record third-quarter electric vehicle deliveries and said it remains on track to produce 52,000 EVs in 2023. The company said it...
02Oct
Coldstream adds wealth firm and accounting firm
Seattle-based Coldstream Wealth Management has added Seidman Capital Group, a wealth management firm overseeing $250 million in client assets, and Hersman Serles Almond, an accounting and consulting firm, it announced Monday. Both firms are based in Kirkland, Washington, and will expand Coldstream’s footprint in the Pacific Northwest. And both were...
02Oct
Here’s what to know before turning to social media for tax advice
TikTok logo displayed on a cellphone.Hyoung Chang | Denver Post | Getty ImagesTikTok videos often have a 'kernel of truth'One big issue has been the flood of influencers pushing small businesses to amend payroll tax returns to claim the employee retention credit, or ERC, a pandemic-era tax break, according...
02Oct
Rivian, SolarEdge, Sphere Entertainment and more
Check out the companies making headlines before the bell:Rivian Automotive — Shares popped 3.3% in the premarket. Evercore ISI upgraded Rivian Automotive to outperform from in line, and raised its price target, saying the electric truck maker could be the next Tesla and BYD.The Sphere is seen during the...
02Oct
Latino student loan borrowers face extra challenges as bills restart
Ana Paula CortesCourtesy: Ana Paula CortesAna Paula Cortes graduated from New York University in 2021 with her master's degree in creative writing — and $100,000 in student debt.Lea este artículo en español aquí.Cortes, a U.S. citizen who grew up in Mexico, had to finance her degree on her own. She...
02Oct
Portals are good for clients and for you, FPA study reveals
Technology is playing an increasingly important role in wealth management and financial planning, and combined with a great human advisor it is a potent mix. But for financial planners there’s one area of technology that has mutual benefits for clients and planners, according to a new study from the Financial...
02Oct
Goldman Sachs partners with Canadian DB pension plan for private credit opportunity
Goldman Sachs Asset Management and Canadian DB pension plan OMERS will jointly invest in private credit opportunities in Asia Pacific having established a new partnership. The separately managed account will be managed by the private credit Asia unit of Goldman Sachs with a dedicated team in the region, part of...
02Oct
Family offices are increasingly professional and that means paying more for top talent
The wealthiest individuals and families in the U.S. are demanding more from their family offices, including more wealth and investment management, which is driving higher incentives for the best talent. The latest biannual compensation report from Morgan Stanley’s single family office advisory group reveals that 94% of staff in family...