Financial services
As interest rates and dividend yields decline, investors seek alternative ways to generate income, but they may be met with resistance from financial planners and advisers, who prefer more traditional methods. Covered call ETFs, which use options strategies to produce income from a portfolio of stocks, may seem like an
Financial services
Financial advisors often struggle with communicating complex financial information to their clients. To bridge this gap, My Retirement Network is launching a new continuing education (CE) course series called Financial Fluency for Advisors. This course series, featuring 11 CFP Board-approved CE credits, aims to help Certified Financial Planners (CFPs) improve
Financial services
The British Columbia Securities Commission (BCSC) has issued a decision granting an exemption to Citadel Advisors LLC (Filer) from the adviser registration requirement under section 34(b) of the Securities Act (R.S.B.C. 1996, c.418) for the Filer to provide advisory services to affiliated investment vehicles domiciled
Financial services
Dimensional Fund Advisors Ltd, in its capacity as investment advisor and on behalf of its affiliates, has disclosed its holding in Dundee Precious Metals Inc. As of May 21, 2025, Dimensional holds 8,334,783 common shares of Dundee Precious Metals Inc., representing 4.99% of the company's
Financial services
Blended families often face financial challenges due to combining different financial situations and goals. According to Jennie Weeks, a senior financial planner and chartered financial divorce specialist, many couples don't discuss their financial situation or estate plans until later in the relationship, which can lead to missed opportunities
Financial services
TaxSavingStrategies.com is a new website designed to help high-income individuals, investors, and small business owners identify overlooked tax savings opportunities using advanced AI technology. The platform, founded by Patrick McNamara, a Certified Financial Planner at Claro Advisors, addresses a common pain point: many taxpayers overpay due to a lack
Financial services
The Canadian Investment Regulatory Organization (CIRO) is moving forward with its proposed "incorporated approved persons approach" to allow all advisors to be compensated for both non-registrable and registrable activities through personal corporations. This approach will require changes to provincial securities legislation to harmonize the rules for mutual fund-
Financial services
Prosperity Capital Advisors' affiliated advisors, Dave Alison and Bryan Bibbo, have been named InvestmentNews 2025 Excellence Awardees for Advisor of the Year -- Regional Southeast and Advisor of the Year -- Regional Midwest, respectively. This recognition comes on the heels of Alison's inclusion on InvestmentNews' Top
Financial services
Richard Saperstein, Founder and Chief Investment Officer of Hightower's Treasury Partners, has been named to the 2025 Barron's Top 100 Financial Advisors list for the 22nd consecutive year, ranking No. 4 on the list. This prestigious recognition highlights Saperstein's exceptional expertise and commitment to
Financial services
Ryan Grossman, a certified financial planner with $210 million in assets under advisement, joins StoneBridge Advisors, Inc. as a financial planner, bringing his expertise in client-focused planning and deep investment experience. As part of Osaic's platform, Grossman will serve clients alongside Susan Gallant and Michelle Kellner, enhancing the
Financial services
The First Trust Income Opportunities ETF, a series of First Trust Exchange-Traded Fund VIII, has declared a monthly distribution of $0.1350 per share. The distribution is payable on May 30, 2025, to shareholders of record as of May 13, 2025. This declaration is in line with the fund'
Consultants (Persons)
Angle Advisors announced that Preston Eastin, a leading provider of innovative welding positioning equipment, has been acquired by SMX Industrial Solutions. The acquisition aligns with SMX Industrial Solutions' commitment to providing superior products and services that drive productivity and innovation in the metal fabrication industry. Preston Eastin's
