I have been involved in the financial world for over 20 years with experience as an advisor, teacher, and writer. I am a full believer in the free-market system and that financial markets are efficient with most stocks reflecting their real current value. The best opportunities for profits on individual stocks come from stocks that are less-widely followed by the average investor or from stocks that may not accurately reflect the opportunities that currently exist in their markets.Analyst’s Disclosure:I/we ...

GREENWICH, Conn., Sept. 15, 2025 (GLOBE NEWSWIRE) -- GAMCO Investors, Inc. (“Gabelli”) (OTCQX: GAMI) is scheduled to present at the Sidoti Small-Cap Conference on Wednesday, September 17th, at 1:45pm. We invite you to use this link to register for our presentation: https://sidoti.zoom.us/webinar/register/WN_KU9hKI-cSaCLG8y4mMYk-w About Gabelli Gabelli (OTCQX: GAMI), established in 1977, is a widely-recognized provider of investment advisory services to 27 open-end funds, 13 United States closed-end funds an ...

When you answer a few questions about yourself, the platform will match you with professionally vetted advisors that fit your needs. Then you can choose your favorite and book a free consultation with no obligation to hire.With Advisor.com — a modern wealth platform — you can connect with professionally vetted financial advisors in as little as three minutes and find the right match for youWhile a diversified portfolio is traditionally held as the best way to protect your fortune against a fluctuating marke ...

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. MAI Capital Management, the Cleveland-based registered investment advisor, has acquired a San Mateo, Calif.-based RIA just a few weeks after signing on for a mega-merger with $27 billion Evoke Advisors. MAI is bringing on Summit Financial Advisors, started by Rafael Velez in 1998. The firm has about $570 million in assets under management. MAI made the move after announcing in late August its ac ...

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. There is room for more ETF adoption among RIA firms, according to the second quarter 2025 “RIA ETF Trends Report” from AdvizorPro. During the quarter, 5,035 RIAs reported consistent ETF holdings, according to the company. Over half (57.8%) expanded the number of ETFs in their portfolios between the first and the second quarter of 2025, while 22.2% pared down how many ETFs they held. The share of ...

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Los Angeles-based hybrid registered investment advisor Signature Estate & Investment Advisors continues to climb above the $30 billion in assets club with its second-largest acquisition. SEIA has acquired Select Money Management, a $1.6 billion RIA based in Aliso Viejo, Calif. In April 2024, it bought its largest RIA, a Cleveland-based firm with $2 billion in assets. With its latest Califor ...

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Creative Planning has hired another plus-$1 billion Silicon Valley area registered investment advisor as it looks to expand in the market. Peter Grassi, managing partner of San Jose-based Grassi Investment Management, is joining Creative Planning with his four-person staff, including financial consultant Kenneth Cervantes. Grassi, who co-founded the firm with his father, has helped build the bus ...

公司股价表现 - 美股周一早盘美国投资咨询服务公司Associated Capital(AC)股价下跌4.5% [1] 公司资本运作行动 - 公司宣布计划自愿将其A类普通股从纽约证券交易所退市 [1] - 公司将向美国证券交易委员会(SEC)撤销注册 [1]

公司概况 - RiverPark Advisors LLC是一家总部位于纽约的投资咨询公司 同时是RiverPark共同基金系列的发起人 [1] - 公司目标是在特定风格板块中提供"最佳类别"的投资组合管理服务 [1] - 公司与附属机构共同管理约13亿美元资产 覆盖股票 固定收益和风险投资等7种不同策略 [1] 业务范围 - 管理资产包括共同基金和独立账户 [1] - 已与其他投资顾问建立战略联盟 这些联盟被认为能提供卓越的管理服务 [1] 运营说明 - 该账户并非由RiverPark Advisors管理或监控 [1] - 通过Seeking Alpha发送的消息不会收到回复 需使用公司官方渠道进行沟通 [1]

公司动态 - 美国环球投资者公司旗下航运ETF SEA在墨西哥证券交易所上市[1] - SEA成为该公司在墨西哥上市的第三只ETF 另外两只为JETS和GOAU[2] - 墨西哥证券交易所是拉美第二大交易所 总市值超过5300亿美元[3] 战略布局 - 公司通过SEA在墨西哥上市 旨在扩大国际业务版图 为投资者提供全球运输和物流行业投资机会[3] - 墨西哥政府正投资数十亿美元升级海港设施 以促进与东亚贸易增长[4] - SEA采用Smart Beta 2.0策略 精选全球海运 空运及港口运营效率最高的企业[4] 产品特性 - SEA是全球首只专注于海运和空运的纯主题ETF[4] - 该ETF追踪的SEAX指数覆盖海运 空运及港口运营企业 包括发达和新兴市场公司[13] - 全球80%以上的贸易商品通过海运运输[5] 行业背景 - 墨西哥政府大力投资港口现代化建设 重点发展北美与亚洲供应链[4] - 全球贸易持续扩张 特别是连接北美和亚洲的关键供应链[4] - 海运行业承担着从原材料到成品的主要运输任务[5]