Retail Stock Pacing for Worst Day Since May 2022
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22Nov
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22Nov
Must-have tools modern CFOs need in growth-stage startups
Dan Allred is Liquidity Group's North America CEO. Allred is a fintech professional and spent two decades at Silicon Valley Bank (SVB), most recently as a Senior Market Manager and Head of the National Fintech practice. He is also a member of the board of directors for FS Vector...
22Nov
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22Nov
Popeyes chicken wings available nationwide
Popeyes WingsCourtesy: PopeyesPopeyes is expanding its menu beyond chicken sandwiches – and it's a permanent change this time.The fast food chain announced Wednesday it's adding five chicken wing flavors to its menu nationwide, with three debuting at Popeyes for the first time, beginning Wednesday. The flavors include Honey BBQ,...
22Nov
Another worrisome conflict of interest emerges
Many of us in the wealth management profession work hard to reduce conflicts of interests. In fact, unlike 30 years ago, most advisers now charge clients a fee based on assets under management as opposed to earning only sales commissions. But while this goes a long way toward reducing...
22Nov
When it comes to responsible investing, language matters
A recent client survey provides a shocking reminder that the words we use have tremendous power over investors’ financial lives. In 2023, my firm asked, among other things, if our clients were likely to talk to their advisors about “responsible investing” in the next year. Sixty-three percent of women said...
22Nov
Stocks making the biggest moves premarket: Nvidia, Clorox, Autodesk, GoDaddy and more
These are the stocks posting the largest moves in premarket trading.
22Nov
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22Nov
National RIAs to merge to create $11.2B firm with plans to hire in 2024
Two national registered investment advisor firms are to merge creating an entity managing around $11.2 billion. Curi Capital ($1.6 billion AUM) and RMB Capital ($9.6 billion AUM) will combine as part of a wider deal that sees Curi Holdings Inc. acquire a majority stake in RMB, with the transaction expected...
22Nov
Steward Partners attracts ‘peachy’ $275M partner for its first Georgia offices
Steward Partners has expanded into the Peach State with a two-person advisor team managing approximately $275 million in client assets. Miller Family Wealth Management comprises partner, managing director and wealth manager Charles (Chuck) Miller and partner, vice president and wealth manager Sim Learn more about reprints and licensing for this article.