Page 36 - Client Group News Today

Arthur M. Cohen & Associates LLC reduced its stake in shares of Raymond James (NYSE:RJF – Get Rating) by 27.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,000 shares of the financial services provider’s stock after selling 750 shares […]

BBL Asset Management Co., Ltd. (BBLAM) successfully organised its latest BBLAM INVESTMENT FORUM, taking “Global Market Opportunities and the Rise of Asia” as its theme on 8 February 2023 at Four Seasons Grand Ballroom, Four Seasons Hotel Bangkok at Chao Phraya River.

AI stocks were big winners on Friday after C3.ai posted solid earnings and guidance.

The LifeSync platform could help advisors bring in new clients who are close to existing clients, as well as win over new held-away assets.

This is an ideal time for travel advisors to recommend villa vacations to their clients as an alternative to traditional resort stays.

Shelton-based Northeast Private Client Group has promoted Taylor Perun from senior associate to vice president.

BBL Asset Management and Wellington Management, a leading global fund manager with more than US$1.4 trillion in assets under management and long-standing expertise in sustainable investment, signed a "Sustainability Partnership Agreement" that expands the scope of cooperation between the two parties. Key aspects of the agreement include transfers of knowledge, investment experience, perspectives and concepts by Wellington's fund managers and analysts in the company's headquar...

Raymond James ended the quarter with advisor headcount of 8,699, up 235 year-over-year and 18 sequentially.

The regional broker-dealer and investment advisor made veteran insider Anthony "Tony" Miller interim president as CEO Tim Scheve steps back. Here's what advisors considering alternatives to the wirehouses can expect from Miller's leadership.

/PRNewswire/ -- Burns & Levinson announced today that Debra Silberstein, Ph.D., a partner in the firms industry-leading Private Client Group, has been elected...