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$15B OnePoint BFG Hires CFO, Executive Directors
Yahoo Finance· 2025-12-16 22:09
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. OnePoint BFG Wealth Partners, a registered investment advisor backed by Rise Growth Partners, has beefed up its senior leadership team with four new executives. That includes Alex Mostovoi, a former chief operating officer and chief financial officer at Emigrant Partners, who joins the RIA as CFO. Mostovoi replaces Jeremy Groff, who joined asset management firm Lazard as head of corporate FP&A ...
BCAT: Low-Risk Portfolio, Hold Until Bigger Discount
Seeking Alpha· 2025-12-16 18:04
I analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles, as those are considered short theses, and I never recommend shorting.I was initially interested in a career in politics, but after reaching a dead-end in 2019 and seeing the financial drain this posed, I choose a path that would make my money work for me and protect me from more setbacks. This brought me to study value investing, in order to grow wealth with risk management in mind.From 2 ...
U.S. Global Investors Maintains Monthly Dividends as Airline Revenues Projected to Exceed $1 Trillion for the First Time in 2026, with an Update on Gold and Silver
Globenewswire· 2025-12-12 23:00
San Antonio, TX, Dec. 12, 2025 (GLOBE NEWSWIRE) -- U.S. Global Investors, Inc. (NASDAQ: GROW) (“the Company”), a registered investment advisory firm[1] with expertise in gold mining stocks and the airline industry, is pleased to announce that it will continue its payment of monthly dividends. The Company’s Board of Directors (the “Board”) approved payment of the $0.0075 per share per month dividend beginning in January 2026 and continuing through March 2026. The record dates are January 12, February 9 and M ...
U.S. Global Investors Maintains Monthly Dividends as Airline Revenues Projected to Exceed $1 Trillion for the First Time in 2026, with an Update on Gold and Silver
Globenewswire· 2025-12-12 23:00
Airline Industry Net Profits Rebound Toward Record Highs IATA, Airfinance Global, U.S. Global Investors San Antonio, TX, Dec. 12, 2025 (GLOBE NEWSWIRE) -- U.S. Global Investors, Inc. (NASDAQ: GROW) (“the Company”), a registered investment advisory firm[1] with expertise in gold mining stocks and the airline industry, is pleased to announce that it will continue its payment of monthly dividends. The Company’s Board of Directors (the “Board”) approved payment of the $0.0075 per share per month dividend be ...
‘2-Speed' Economy Is a Fed Conundrum
Etftrends· 2025-12-12 22:26
We Expect a Rate Cut This Week, US to Stay Out of Recession SUMMARY This fall's six-week US government shutdown – one of the longest on record – complicated an already confusing economic picture, as data availability from government agencies ground to a halt. The shutdown delayed many September and October data sets while leaving a permanent hole in others. With the government now back up and running, investors were inundated with 'catch-up' data releases over the last week related to employment and inflati ...
Marsh & McLennan: Time To Buy The Dip
Seeking Alpha· 2025-12-11 21:38
Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We are a registered investment adviser with the Securities Exchange Commission (SEC). We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds ...
Kestra's Bluespring Gains Record $6B in Assets in 2025
Yahoo Finance· 2025-12-11 19:00
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Bluespring Wealth Partners, the registered investment advisor acquisition arm of Kestra Holdings, brought on an annual record of $6 billion in client assets via acquisition in 2025 through a mix of independent RIAs, broker/dealer breakaways and Kestra-affiliated advisors. The acquired assets came from nine partner firms joining Bluespring’s fee-only, W-2 employee model. They included Kestr ...
Indianapolis Tax-Focused Firm Launches RIA With Dynasty
Yahoo Finance· 2025-12-11 03:33
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Storen Financial, a financial planning and accounting firm headquartered in Zionsville, Ind. with $500 million in assets, has launched its own registered investment advisor, Storen Legacy Partners, with support from Dynasty Financial Partners. Storen, led by husband-and-wife team Greg and Kim Storen, was previously affiliated with LPL Financial and Brass Tax Wealth Management, an RIA in B ...
Wealth Enhancement Buys $2.2B Hybrid RIA L.M. Kohn
Wealth Management· 2025-12-09 21:05
Wealth Enhancement, an acquisitive Minneapolis-based registered investment advisor with more than $131 billion in client assets, has acquired L.M. Kohn & Company, a hybrid RIA with more than $2.2 billion in assets and 23 employees.The deal expands Wealth Enhancement’s presence across the Midwest and South.L.M. Kohn was founded in 1990 by Larry Kohn, who now serves as CEO. It operates out of its Cincinnati headquarters and five locations across Georgia, Iowa and Michigan. In addition to its RIA, L.M. Kohn al ...
$580B Wealthspire Names Executive Leadership Team
Yahoo Finance· 2025-12-09 21:00
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Wealthspire announced the elevation of nine executives to its leadership team following its formation as a unified registered investment advisor, backed by Madison Dearborn Partners. The new leadership team was announced by Mike LaMena, previously named CEO and the head of the original RIA Wealthspire, and Carl Nelson, the new president, who was the former executive vice president of mergers & a ...