News

EQB Inc.: Chadwick Westlake named President and CEO of EQB
PRNewswire/ - The Board of Directors of EQB Inc. (TSX: EQB) today announces that Chadwick Westlake will be appointed President and CEO of EQB, effective August 25 ...
The Manila Times24m
Carson Group Continues Expansion With Acquisition of Colorado Advisory Aveo Capital
Carson is a dba of CWM, LLC, an SEC Registered Investment Advisor. Investment advisory services are offered through CWM, LLC. CWM, LLC is a subsidiary of Carson Holdings, LLC. AUM amount is based on ...
Bizcommunity31m
Medihelp strengthens growth and engagement team with key new appointments
Medihelp Medical Scheme has announced the appointment of three experienced professionals to its Growth and Engagement ...
Carson Group Goes On Acquisition Spree, Buys 15th RIA This Year
Carson Group, a wealth management firm with more than $42 billion in assets under management, is buying Aveo Capital, marking its 15th acquisition this year.
Financial Advisor48m
Modern Wealth Buys $700M AUM Kaye Capital
Modern Wealth Management, an RIA consolidator based in Monterey, Calif., has bought Kaye Capital Management, a fee-only RIA with more than $700 million in assets under management and $300 million in ...
This big-name adviser says avoiding crypto is now a more speculative investment move than buying it
He points out, though, that just 5% to 10% of the global population is exposed to cryptocurrency, as he notes some investors remain afraid due to past crises. That's as much of the investment advisory ...
The Malaysian Reserve53m
To Help Retirees Save, One of Colorado’s Top Wealth Advisors, Robert C. Smith, Co-Authors New Book
“Retirement should be about freedom, not fear,” says financial educator, author and wealth advisor, Robert Smith. “This book is about helping retirees reclaim control – on their terms – by exposing ...
27.3% of Warren Buffett's $258.7 Billion Portfolio Is Invested in These 2 American Stocks
It is no surprise then to see Buffett focus on American stocks in his investment portfolio over at Berkshire Hathaway ( BRK.B -0.13%) ( BRK.A 0.14%). Here are two blue chip American stocks that make ...
Business Day1h
Piggyvest paid out N2.6trn to customers in six months
Piggyvest, a wealth management platform that provides savings and investment tools, disclosed that it paid out over N2.6 trillion to ...
Why this veteran advisor says it's speculative not to have crypto in portfolios
He points out, though, that just 5% to 10% of the global population is exposed to cryptocurrency, as he notes some investors remain afraid due to past crises. That's as much of the investment advisory ...
Best Idea: Take Team Approach, Stay Focused On Clients’ Needs
Duckworth Haggerty Group focuses its efforts on managing the wealth of closely-held family businesses and on helping families ...
Three months to set up: Singapore reduces wait time for family offices to woo world's super-rich
Singapore has decided to reduce the wait time for wealthy people to set up family offices in the country, cutting the ...