Editorial Staff August 22, 2024 The latest mergers, acquisitions and other corporate actions in the wealth management sector. Rise Growth Partners has taken a “strategic minority stake” in Bleakley Financial Group, a firm services almost $10 billion in advisory assets as of June 30 this year.
A new mobile health clinic launched in the streets of Costa Mesa this month, marking the second city where the clinic is providing on-demand health services to those experiencing homelessness in Orange County. The CalOptima Health Street Medicine Program offers health and social services to the unhoused population in a county where a total of
The exodus of financial advisors leaving Osaic for LPL Financial accelerated with two more advisory teams managing billions of dollars making the transition. LPL, the largest independent broker-dealer, said Wednesday that it had recruited roughly 30 advisors from Lutherville, Maryland-based Academy Financial and Berwyn, Pennsylvania-based PFG Advisors. Together, the two teams had previously managed roughly
By Brian Ravencraft Autumn is an ideal time for tax planning because it aligns with the post-harvest period when farmers typically have a clearer picture of their annual income and expenses. This clarity allows for more accurate forecasting and decision-making regarding their tax obligations. By addressing these concerns in the fall, farmers can avoid the
Table of Contents Executive Summary PFM tools are poised to evolve into personal digital assistants Open banking and AI will drive PFM tool transformation Tech advancements applied to PFM tools will address consumers’ key banking pain points What benefits and challenges will banks encounter in enhancing PFM tools? Sources Media Gallery About This Report To
By Liz Hull Published: 18:16 BST, 21 August 2024 | Updated: 18:45 BST, 21 August 2024 Town hall bosses suspect a businessman has set up a ‘tactical’ snail farm in a city centre office block as part of a bizarre scam to avoid paying tax. Around 30 snails are allegedly being kept in 15 crates
2-minute read MSU has a new member Pebbles an emotional support dog for the students Montclair State University has a new member, Pebbles, an emotional support dog, for the students on campus. In recent years more pet owners have begun bringing their dogs and other animals into restaurants, supermarkets and other public places that have
Blue Owl Capital, an alternative asset manager, has announced the hiring of John Valtwies to lead the firm’s private wealth business in Australia. Valtwies was previously a senior leader of the global wealth management team at Pimco. During his tenure, he managed the firm’s private client relationships, focusing on private banks and ultra high net
Rachel Reeves is planning to raise taxes, cut spending and get tough on benefits in October’s budget amid Treasury alarm that the pickup in the economy has failed to improve the poor state of the public finances. With the latest official set of borrowing figures out on Wednesday, the chancellor is insisting she will still
Kids are being raised in a digital age unlike any other ever known. How do we know when “enough is enough” screen time or when there is too much social media usage? Social media and technology can help your child stay connected to family, friends and peers, but all that information can also be overwhelming.