Search

Santech Holdings announced updates to its board of directors and senior management team. To the Company's best knowledge, Mr. Han Hongwei, the Chairman of the Board, and Madame Wang Dian, [...]

Meeting to be held In London, England on September 16-20 hosted by Piper [...]

LPL Financial announced that private client advisor John Duane and portfolio manager Gregory Giantsos have joined LPL Financial's high-net-worth-focused employee affiliation model, LPL Private Wealth Management, to launch BrookBridge Private [...]

Meeting to be held in Boston on September 18 hosted by Compass [...]

Nasdaq announced a new leadership structure including leadership appointment for its Financial Crime Management Technology business, designed to support the business' strong momentum and continuing its growth trajectory. Effective today, [...]

Meeting to be held in New York on September 5 hosted by JMP [...]

In a letter to GROW directors, Kanen Wealth Management said, in part, 'Kanen Wealth Management is one of the largest shareholders of U.S. Global Investors, owning over 450K shares, representing [...]

Meeting to be held on September 4 hosted by [...]

Lyft (LYFT) and Payfare (PYFRF) are launching new features for the Lyft Direct debit card and banking app. Lyft Direct is a mobile banking solution designed for drivers on the [...]

LPL Financial announced that financial advisor Kelly Compton has joined LPL Financial's broker-dealer, RIA and custodial platforms, aligning with existing firm Client Centric Wealth Management, part of Upstream Investment Partners. [...]

Meetings to be held in Southern California August 21-23 hosted by Piper [...]

Meeting to be held in Canada on August 22 hosted by Piper [...]

BigBear.ai announced that the company received an award as a subcontractor to Concept Solutions, LLC. CS is one of fourteen companies awarded a Federal Aviation Administration Information Technology Innovative Procurement [...]

LPL Financial announced that financial advisors Christina McConnell, Laura Long, and Jay Tillman have joined LPL Financial's supported independence model, LPL Strategic Wealth Services. The team reported having served approximately [...]

Assets under management of C$1.47T increased C$98B or 7% from Q2 of 2023. 'Sun Life had a strong quarter with a record $1 billion in underlying net income,' said Kevin [...]

Virtual Meeting to be held on August 14-15 hosted by B. [...]

Edesa's Chief Financial Officer Stephen Lemieux reported that financial results for the three and nine months ended June 30, 2024 were in line with management's expectations. 'Our fiscal quarter and [...]

Enhabit announced that Crissy Carlisle, chief financial officer, will step down from her role as CFO. Carlisle has agreed to facilitate a smooth transition of roles and responsibilities. Enhabit has [...]

Reports Q4 revenue $1.94B, consensus $1.96B. 'As we close fiscal year 2024, Broadridge is executing on its strategy to democratize and digitize Governance, simplify and innovate trading in Capital Markets, [...]

Virtual Meeting to be held on August 12 hosted by B. [...]

RBC Capital raised the firm's price target on Ameriprise to $500 from $487 and keeps an Outperform rating on the shares after its Q2 earnings beat. The company continues to [...]

Reports Q2 NII $15.8M vs. $18.4M last year. Scott C. Wylie, CEO, commented, 'During the second quarter, we continued to prioritize prudent risk management and a conservative approach to new [...]

RBC Capital analyst Gerard Cassidy raised the firm's price target on Morgan Stanley to $108 from $91 and keeps a Sector Perform rating on the shares. The company's diversified investment [...]

Lucas GC announced that it has reached a strategic partnership agreement with Bank of Ningbo, one of the leading financial institutions in China, to develop AI solutions to enhance its [...]

In Q2: Net interest income decreased 9%, due to the impact of higher interest rates on funding costs, including the impact of lower deposit balances and customer migration to higher [...]

LPL Financial announced that father and daughter financial advisors Dan Countiss and Olivia Countiss CEPA, AAMS, have joined LPL Financial's broker-dealer, RIA and custodial platforms to launch a new independent [...]

CGI Federal, CGI, the wholly-owned U.S. operating subsidiary of CGI, announced that Sunflower, its cloud-based, software-as-a-service asset management platform is now available as an offering on the U.S. Department of [...]

Hywin Holdings announced updates on its plan for strategic business transformation. Reference is made to the announcement made by the company on March 27 where the company announced its plan [...]

Maximus announced it has been awarded a five-year, $87 million task order by the Internal Revenue Service to deliver end-to-end development and modernization services. IRS awarded Maximus the task order [...]

AssetMark (AMK) announced a strategic alliance with Morningstar Wealth, a division of independent investing insights firm Morningstar, Inc. (MORN). As part of the alliance, AssetMark will acquire approximately $12 billion [...]

LPL Financial announced that financial advisor W. Scott Hengerer has joined LPL Financial's broker-dealer, RIA and custodial platforms to launch a new independent practice, James River Private Wealth. He reported [...]

Large Cap Banks Analyst Juneja holds an investor meeting with President Lyons and Head of Retail Banking Overstrom on June 17 at 4 pm hosted by [...]

LPL Financial announced that financial advisors Todd Cousino, Nicholas Hawk and Charles Moyer have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Cousino Wealth Advisors. The advisors [...]

Byline: Marc Lutz Maintaining a robust credit score is often considered a priority during one's working years, primarily due to its implications on borrowing capabilities and financial flexibility. However, the [...]

Sage announces powerful new capabilities and updates for Sage Intacct. These latest enhancements boost productivity and streamline workflows for organizations, offering deeper financial insights and advancements in financial reporting, asset [...]

Virtual Meeting to be held with President & CEO Spray, CFO Sewell and CIO Soloria on May 30 hosted by Roth [...]

LPL Financial announced that financial advisors Alain Verhille and James S. Wood have joined LPL Financial's high-net-worth-focused employee affiliation model, LPL Private Wealth Management, to launch Auctus Legacy Private Wealth [...]

Meeting to be held on May 21 hosted by [...]

Meeting to be held in New York on May 22 and in Boston on May 23 hosted by Lake [...]

Virtual Meeting to be held on May 21 hosted by Compass [...]

LPL Financial LLC announced today that financial advisor Chris Kitaeff, CPFA, MBA, has joined LPL Financial's broker-dealer, RIA and custodial platforms. With the move to LPL, Kitaeff joins Maher Wealth [...]

Meeting to be held on May 13 hosted by [...]

LPL Financial announced that financial advisors Logan Reed, James 'Jim' English III, Michael Allegra Jr., and Matthew Fleming, have launched a new independent practice, Thimble Island Private Wealth, through affiliation [...]

The company said, 'Although monetary easing is expected in the Eurozone, the US and Switzerland, the timing and magnitude of rate cuts by central banks are unclear, as inflation remains [...]

Meetings to be held April 30-May 2 hosted by Piper [...]

Meetings to be held April 30-May 2 hosted by Piper [...]

Byline: Erich Wagner The Office of Personnel Management last week announced that it had launched a new marketplace that officials say will serve as a one-stop shop for federal agencies [...]

SunPower told employees today it was eliminating 1,000 positions, more than 25% of its workforce. In a letter to staff, Tom Werner stated: 'I'm writing to share difficult news with [...]

Meeting to be held in Los Angeles on April 29 hosted by JMP [...]

Q1 provision for credit losses was $13.9M vs. $14.1M last year. Reports Q1 net charge-offs of $12.8M, or 0.16% annualized of total average loans, vs. $13.2M, or 0.18% annualized. Tangible [...]