董事会任命 - Glucose Health公司任命拥有超过40年金融服务业领导经验的Edmund Burke加入董事会 [1] - Edmund Burke曾在Pioneer Funds和Fidelity Investments等知名投资公司担任领导职务 [1] 新任董事专业背景 - Edmund Burke最近担任ALPS Distributors公司首席执行官 在封闭式基金和交易所交易基金的成功分销中发挥关键作用 [2] - 在ALPS任职期间 将公司资产管理规模从1500万美元扩张至2.25亿美元 复合年增长率为19.79% 历时约15年 [4] - 2005年成功谈判将ALPS出售给专注于金融服务投资的私募股权公司Lovell Minnick Partners [4] - 2011年DST Systems公司收购ALPS 此时公司已成为金融服务行业领先企业 [4] 行业认可与资质 - 2016年获得国家投资公司服务协会颁发的NOVA奖 表彰其在证券行业的领导力和创新精神 [3] - 拥有新罕布什尔大学经济学学士学位 [5] - 目前还在Financial Investors Trust、Clough Funds和Liberty All-Star Trust等多家知名资金管理公司董事会任职 [5] 公司战略意义 - 公司CEO Mark Schaftlein表示 Burke的行业专业知识和构建高绩效组织的成功经验将对推进公司增长战略至关重要 [5] - 作为公司最大股东之一 Burke的利益与更广泛股东基础的利益完全一致 [5] - 其丰富的金融组织建设和扩展经验将对公司持续扩大运营和提升股东价值非常宝贵 [5]

BENTONVILLE, Ark., Oct. 23, 2025 (GLOBE NEWSWIRE) -- Glucose Health, Inc. (OTC: GLUC) is pleased to announce the appointment of Edmund (Ned) Burke, a highly accomplished financial services executive, to its Board of Directors. With more than four decades of leadership experience at prominent investment firms including Pioneer Funds and Fidelity Investments, Mr. Burke brings exceptional financial acumen and strategic insight to the company’s leadership team. Mr. Burke most recently served as Chief Executive ...

SEI Investments (SEIC) reported $578.51 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 7.7%. EPS of $1.30 for the same period compares to $1.19 a year ago.The reported revenue represents a surprise of -0.17% over the Zacks Consensus Estimate of $579.5 million. With the consensus EPS estimate being $1.25, the EPS surprise was +4%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to dete ...

SEI Investments (NasdaqGS:SEIC) Q3 2025 Earnings Call October 22, 2025 05:00 PM ET Company ParticipantsPatrick O'Shaughnessy - Managing Director of Equity ResearchRyan Hicke - CEOPhil McCabe - EVP and Head of Investment Managers BusinessBrad Burke - Head of IRSanjay Sharma - EVP, CEO, and Global Head of Private Banking and Wealth ManagementRyan Kenny - Executive Director of Equity ResearchPaul Klauder - EVP and Head of Independent Advisors Solutions UnitSean Denham - CFO and COOConference Call ParticipantsJ ...

The upcoming report from SEI Investments (SEIC) is expected to reveal quarterly earnings of $1.25 per share, indicating an increase of 5% compared to the year-ago period. Analysts forecast revenues of $579.5 million, representing an increase of 7.8% year over year.The consensus EPS estimate for the quarter has undergone an upward revision of 1.6% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this t ...

To see all that our exclusive membership has to offer, sign up for a free trial by clicking on the button below!At the CEF/ETF Income Laboratory , we manage closed-end fund ( CEF ) and exchange-traded fund (ETF) portfolios targeting safe and reliable ~8% yields to make income investing easy for you. Check out what our members have to say about our service.He contributes to the investing group CEF/ETF Income Laboratory along with leader Stanford Chemist, and Juan de la Hoz and Dividend Seeker. They help memb ...

退休规划策略 - 退休后未能改变消费方式可能迅速耗尽储蓄和投资账户 [3] - 制定与退休后收入相匹配的支出计划至关重要 [3][4] - 退休或财务顾问可协助制定计划 确保退休储蓄可持续 [4] 投资组合管理 - 退休或临近退休时 应考虑调整年轻时激进的投资方式 [5] - 债券等投资可能不如股票刺激 但更可能保值 [5] 医疗保健成本 - 退休医疗费用是一个被频繁讨论但不容忽视的问题 [6][7] - 根据富达投资预测 今年65岁退休者平均医疗支出预计为172,500美元 远高于2002年预测的80,000美元 [8]

投资策略与产品服务 - 投资策略为专注于多头价值投资 旨在寻找国际市场上被错误定价的股票 投资组合目标收益率约为4% [1] - 投资理念为发掘下行风险有限 且在当前经济环境和力量下可能产生非相关性和超常回报的高确信度发达市场投资机会 [3] - 产品服务包括提供实时更新的投资组合 24/7问答聊天 定期全球市场报告 会员个股意见反馈 每月新交易 季度财报解读以及每日宏观观点 [2] 市场趋势与公司表现 - 观察到交易活动出现积极趋势的初期迹象 特别是超大型交易出现显著增长 [2] - Raymond James公司近期表现良好 但相对于初现的积极交易趋势而言 其策略略显保守 [2]

Gold IRAs allow investors to hold physical gold or gold-related assets within a retirement account, thereby combining the tax advantages of an IRA with the protective benefits of investing in gold, making it an attractive option for those looking to potentially hedge their retirement funds against economic uncertainties.One way to invest in gold that also provides significant tax advantages is to open a gold IRA with the help of Thor Metals .There are lots of gold assets to choose from, including gold bars, ...

美国百万富翁数量增长 - 根据瑞银报告 去年美国新增百万富翁数量达到379,000名 相当于每日新增超过1,000名 [1] 新晋富裕人群的投资误区 - 新晋富裕人群在投资时常面临如何增长和保护财富的挑战 错误的财务决策可能导致财富损失 [2] - 新晋富裕人群在投资时易犯四个常见错误 [3] 税务规划不足 - 成功的投资不仅在于选择正确的资产类别 还需关注税务影响以提升财务效率 [4] - 未能采用节税策略会随时间侵蚀财富 例如持有高股息股票组合的投资者可能忽视股息税务影响 导致面临巨额年度税单并削弱投资总回报 [5] 忽视传统投资策略 - 新晋富裕人群的投资模式与前辈不同 资金大量流向加密货币、房地产、私募股权和创业公司 而非传统股票和债券 [6] - 对抗传统智慧的欲望是一个重要发展阶段 但忽视传统方法可能无法保障长期财务安全 传统投资是长期策略 而加密货币等另类资产投资更偏向短期思维 [7] 投资亲友企业的义务感 - 新获得大量财富时 亲友及熟人常会提供投资其企业或项目的机会 但在此情况下需格外谨慎 [8]