Fintel on MSN

Stephens & Co. downgrades Dime Community Bancshares, Inc. - preferred stock (DCOMP)

Fintel reports that on December 16, 2025, Stephens & Co. downgraded their outlook for Dime Community Bancshares, Inc. - Preferred Stock (NasdaqGS:DCOMP) from Overweight to Equal-Weight. Analyst Price ...
HousingWire

Reverse mortgage vet says an end to HUD counseling risks senior protections

A proposal to remove HUD-required counseling for reverse mortgages could strip key senior protections, warns NatEquity CEO Peter Mazonas.
Le Lézard

Decision Notice - CIRO Sanctions Haywood Securities Inc.

On December 4, 2025, a hearing panel of the Canadian Investment Regulatory Organization (CIRO) held a hearing pursuant to the Investment Dealer and Partially Consolidated Rules and accepted a ...
Le Lézard

Capital Square Adds Mick McClendon as SVP, Southeast Sales, and Preston Nevins as VP, Southeast & Blue Ridge Sales

Capital Square, a leading sponsor of tax-advantaged real estate investments and a national developer and manager of housing communities, announced today it has hired external wholesaler Mick McClendon ...

Transamerica Launches Two Actively Managed ETFs, Expanding Access to Established Large Value and Bond Strategies

Transamerica today announced the introduction of Transamerica Large Value Active ETF (TALV) and Transamerica Bond Active ETF ...
Wall Street Journal

Financial Advisor vs. Financial Planner: What You Need to Know

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...
Wall Street Journal

Types of Financial Advisors

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your financial planning needs Written By Written by Staff Money Writer, WSJ | ...

AssetMark Completes Acquisition of Efficient Advisors, LLC

Today marks an exciting new chapter for AssetMark and Efficient Advisors,” said Lou Maiuri, AssetMark Chairman and Group CEO. “By welcoming Efficient Advisors to the AssetMark family, we are deepening ...

Financial Advisors in Jackson, Tennessee

Richard Alexander is a financial advisor in Jackson, TN. They have been in practice for 11 years, the last 8 years at Edward Jones. Michael Allan is a financial advisor in Jackson, TN. He has been ...
InvestmentNews

Osaic hires Shannon Reid, Raymond James veteran, to lead advisor growth and become president

After more than 18 years at Raymond James Financial Inc., most recently as the president of its independent broker-dealer ...

Essential Tax Tips for Financial Advisors: Maximize Deductions

Discover tax-saving strategies for financial advisors, including deductions on business expenses, entity structuring, and ...

Financial Advisors in Blue Ash, Ohio

Eric Aponte is a financial advisor in Blue Ash, OH. They have been in practice for 17 years, the last 9 years at The O.n. Equity Sales Company. Chad Baxter is a financial advisor in Blue Ash, OH, ...