July 28, 2026

Wealth Management

Wealth Management

Bleakley Financial Group LLC Boosts Position in JPMorgan Chase & Co. (NYSE:JPM)

Bleakley Financial Group LLC raised its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1.4% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 87,063 shares of the financial services provider’s stock after buying an additional 1,173 shares

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Wealth Management

CVIM Launches Campaign to Support Behavioral Health Program

Centre Volunteers in Medicine’s Palmer Family Clinic is located at 2026 Sandy Drive, State College. Centre Volunteers in Medicine has launched a fundraising campaign to support and expand its Behavioral Health Program at a time when the need for mental health services is more pronounced than ever. CVIM is Centre County’s only permanent free clinic

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Wealth Management

AI Ensuring Fair and Bias-Free Tax Assessments

🔊 Take a moment and listen AI-driven risk-based indicators should be applied fairly to all taxpayers without bias. Since taxation is interpretation-based, human oversight is crucial to mitigate the issue of excessive notices and reduce the compliance burden on taxpayers, stated C. Shikha, IAS, Commissioner of Commercial Taxes, Government of Karnataka, in

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Wealth Management

Pasquale Sacchetta, President of CFIG Wealth Management,

Image: https://authoritypresswire.com/wp-content/uploads/2024/07/PJ-no-background.png Pasquale Sacchetta discusses navigating market risk Listen to the interview on the Business Innovators Radio Network: Interview with Pasquale Sacchetta President of CFIG Wealth Management Discussing Market Risk – Business Innovators Radio Network [https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-market-risk/] Market risk can significantly impact retirement savings by causing fluctuations in the value of a portfolio. During a market

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Wealth Management

What Is a Financial Consultant, and What Do They Do?

Paid non-client promotion: Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However, our opinions are our own. See how we rate investing products to write unbiased product reviews. Financial consultants provide expert advice on a wide range

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Wealth Management

How the Tech Outage Impacted Banks and Finances

A major tech outage impacted a variety of industries and services around the globe on Friday, causing problems for airports, hospitals, and some banks and financial institutions.  The outage stemmed from “a defect found in a single content update for Windows hosts,” said CrowdStrike (CRWD) CEO George Kurtz, and was “not a security incident or

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Wealth Management

Speaker brings mental health expertise to eucharistic congress

 Holy Family of Nazareth Sr. Josephine Garrett says she has been invited to speak at some Catholic conferences where the organizers told her they needed a Black perspective for purposes of diversity. When she received an invitation to be a keynote speaker at the National Eucharistic Congress, Garrett said the organizers told her that they believed

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Wealth Management

Phillips E.A., & Associates: Delivering Comprehensive Tax

Image: https://www.getnews.info/wp-content/uploads/2024/07/1721355320.png Specializing in Tax Resolution, IRS Relief, Tax Planning, and Wealth Management for Clients Nationwide and ExpatriatesAustin, TX – Phillips E.A., & Associates, led by Darvin “Phil” Phillips, Jr., Enrolled Agent and Certified Tax Resolution Consultant, is proud to announce its specialized services in tax resolution and IRS relief, tax planning and strategy, as

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Wealth Management

Investing After Retirement: Strategies, Tips, and Insights

Paid non-client promotion: Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However, our opinions are our own. See how we rate investing products to write unbiased product reviews. When you retire, your investment objective shifts from growth

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Wealth Management

Insigneo Seeks to Consolidate Its Presence in Mexico After Acquiring PNC’s Portfolio

Last December, Insigneo Securities LLC and Insigneo Advisory Services LLC reached a definitive agreement to acquire the brokerage and investment accounts of Latin American consumers from PNC Investments, PNC Managed Account Solutions, and PNC Bank. Following this acquisition, the firm is now focused on strengthening its presence in Mexico. The acquisition of PNC’s brokerage and

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