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LOS ANGELES–(BUSINESS WIRE)–March 15, 2022– Wedbush Securities, one of the nation’s leading independent financial services providers, is pleased to announce that Jonathan Malinger has joined Wedbush Securities as Managing Director, Investments. The experienced fixed income financial adviser, with $135 million in assets under management, will be based in the firm’sRead More →

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LOS ANGELES–(BUSINESS WIRE)–March 15, 2022– Wedbush Securities, one of the nation’s leading independent financial services providers, is pleased to announce that Jonathan Malinger has joined Wedbush Securities as Managing Director, Investments. The experienced fixed income financial adviser, with $135 million in assets under management, will be based in the firm’sRead More →

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Summary of selected financial data from and for the year ended the 31st of December 2021 2020 2019 2018 2017 (Dollars in thousands, except per share) Balance Sheet Highlights Total assets $ 1,773,806 $ 1,535,038 $ 1,269,157 $ 1,209,587 $ 1,179,813 Investment and equity securities 530,292 397,331 187,873 131,846 127,336Read More →

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ICRA T3FY22 result According to the brokerage, “The company’s consolidated operating profit increased by 11.9% year-on-year to 86.6 cros rupees in Q3FY22, mainly due to new business traction. During This quarter, bond issuance grew compared to the corresponding quarter of the previous year, supported by issuances from banks and NBFCs.BankRead More →

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MENOMONEE FALLS, Wis.–(BUSINESS WIRE)–Kohl’s Corporation (NYSE: KSS) (“Kohl’s” or the “Company”) will host a virtual Investor Day today during which it will provide an update on the Company’s strategy to drive growth and become the retailer of choice for the active and casual lifestyle. Kohl’s will also announce an updatedRead More →

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New Jersey, United States,-Global Financial Services Cybersecurity Systems and Services Market Size, Status and Forecast 2022-2028. This research report covers key aspects of the Financial Services Cybersecurity Systems and Services Market, including drivers, limitations, past and current trends, regulatory scenarios, and technological developments. An in-depth study of industry’s role inRead More →

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New Jersey, United States,-Global Financial Services CRM Software Market Size, Status and Forecast 2022-2028. This research report covers key aspects of the Financial Services CRM Software market, including drivers, limitations, past and current trends, regulatory scenarios, and technological developments. An in-depth study of industry’s role in the COVID-19 outbreak. ARead More →

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Forward-looking statements When used in this report the words or phrases “may,” “could,” “should,” “hope,” “might,” “believe,” “expect,” “plan,” “assume,” “intend,” “estimate,” “anticipate,” “project,” “likely,” or similar expressions are intended to identify “forward-looking statements.” Such statements are subject to risks and uncertainties, including among other things: •Adverse changes in theRead More →

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EEven though the financial market has become saturated with new products, there is something elegant about committing to the essentials. Here we will discuss four steps to instantly improve your financial plan. 1. Maximize your tax-efficient accounts Since everyone has different circumstances, it’s good to remember that some people willRead More →

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(Sam Swenson, CFA, CPA) Even though the financial market has become saturated with new products, there is something elegant about committing to the essentials. Here we will discuss four steps to instantly improve your financial plan. 1. Maximize your tax-efficient accounts Since everyone has different circumstances, it’s good to rememberRead More →

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New Jersey, United States,- Facial Recognition Technology in Financial Services Market Research offers you all the data related to your industry size, general operating models and growth potential. It talks about the characteristics of customers in a specific industry. It also shows how the COVID-19 pandemic is having serious economicRead More →

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The most successful independent financial advisory firms pay their employees more, and not just in cash. According to a to study published on February 1 by Charles Schwab. The other good news behind the spending: Companies that offer performance-based incentives to key employees have better long-term results, Schwab said inRead More →

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Improvement in the Financial Industry – Horter Family of Companies: Horter Investment Management, LLC, Tactical Fund Advisors, LLC, and Civitas Advisor Solutions, LLC provide clients with groundbreaking new solutions and opportunities. CINCINNATI, January 31, 2022 /PRNewswire/ — Horter Investment Management (HIM), a registered investment advisory firm with 50 investment advisorRead More →

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Offering wealth management services is something all accounting firms should do for all clients who need it. My premise is that everyone needs some kind of financial planning; the scope and depth of engagement will vary depending on the complexity, but all of your company’s customers have financial issues andRead More →

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Whether your goal is to further your education, buy a home, or take that trip you’ve been dreaming of for a long time, a financial plan can be the roadmap to your next financial destination. It can also be a safeguard against unexpected moments in life, flexible enough to evolveRead More →

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FORT LAUDERDALE, Florida., January 28, 2021 /PRNewswire/ — Associated Financial Consultants & Investor Services (Associated), a South Floridaindependent wealth management firm founded in 1972, today announced the addition of patrick farrell and Marc Arnaud to his team as financial advisers. Mr. Farrell, the former CEO of Investacorp, an independent brokerage,Read More →