Current HELOC & Home Equity Interest Rates – Forbes Advisor – Forbes Advisor

[ad_1] Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors’ opinions or evaluations. Home equity loans and home equity lines of credit are two products that let homeowners tap into their home equity. What’s the difference? A home equity loan is a fixed-rate, lump sum loan… Continue reading Current HELOC & Home Equity Interest Rates – Forbes Advisor – Forbes Advisor

Are you being authentic about managing your wealth?

[ad_1] Technology has begun to progressively disrupt and encompass nearly all aspects of our everyday lives, leaving individuals to increasingly seek an identity or lifestyle “based on fact” or one that is “not false or imitation.” Just as authenticity is about being true to one’s character, an authentic investment portfolio reflects an alignment with an… Continue reading Are you being authentic about managing your wealth?

Creative Planning Buys Delaware RIA With $600M AUM

[ad_1] Creative Planning, an Overland Park, Kan.-based RIA with more than $245 billion in assets under management, announced it has acquired Daniels + Tansey, a Wilmington, Del.-based RIA with $600 million under management. “The D+T team has spent decades building deep client relationships that are strengthened by the delivery of comprehensive wealth management,” said… Continue reading Creative Planning Buys Delaware RIA With $600M AUM

People shouldn’t reach for yield right now, says Janus Henderson’s John Kerschner

[ad_1] ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email John Kerschner, head of U.S. securitized products and portfolio manager at Janus Henderson, joins ‘The Exchange’ to discuss the warning in private credit, investing in securitized assets, and more. 03:54 Tue, Nov 28 20232:08 PM EST [ad_2] Source link

Financial expert offers tax-effective strategies

[ad_1] BIRMINGHAM, Ala. (WBRC) – As many people are considering making charitable donations on Giving Tuesday, financial experts say it is important to understand the potential tax implications of their contributions. According to Financial Advisor Marshall Clay of The Welch Group, the way you file your taxes— whether through a standard deduction or itemizing— determines… Continue reading Financial expert offers tax-effective strategies

CENTOGENE and Lifera, a Public Investment Fund (PIF) Company, Complete Strategic Joint Venture Transaction

[ad_1] Lifera Omics, newly formed Joint Venture (JV) to be based in Riyadh, Saudi Arabia, provides state-of-the-art genomic and multiomic testing services to patients, health systems, biopharma clients, and research institutions across the Gulf Cooperation Council (GCC) region CENTOGENE to receive an additional $10 million upfront JV milestone payment, following an initial… Continue reading CENTOGENE and Lifera, a Public Investment Fund (PIF) Company, Complete Strategic Joint Venture Transaction

CI Financial Reports Total Assets of $420.7 Billion for October 2023

[ad_1] All financial amounts in Canadian dollars unless stated otherwise. TORONTO, November 28, 2023–(BUSINESS WIRE)–CI Financial Corp. (“CI”) (TSX: CIX) today reported preliminary total assets of $420.7 billion as at October 31, 2023, consisting of asset management assets of $117.1 billion, Canadian wealth management assets of $80.7 billion, Canadian custody assets of $23.4 billion, and… Continue reading CI Financial Reports Total Assets of $420.7 Billion for October 2023

OpenText to Divest Application Modernization and Connectivity (AMC) Business to Rocket Software for $2.275B

[ad_1] OpenText to Focus on Cloud and AI Opportunity Within Information Management WATERLOO, ON, Nov. 28, 2023 /PRNewswire/ — Open Text Corporation (NASDAQ: OTEX), (TSX: OTEX), today announced that it has reached a definitive agreement to divest its AMC business to Rocket Software, Inc., a Bain Capital portfolio company (“Rocket Software”), for US$2.275 billion in… Continue reading OpenText to Divest Application Modernization and Connectivity (AMC) Business to Rocket Software for $2.275B