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Tag: investment advisory

Callan Family Office Appoints George Burnette as Director of Philanthropic Consulting & Wealth

The appointment expands Callan Family Office’s capabilities at the intersection of philanthropy, wealth planning, and family legacy.
The appointment expands Callan Family Office’s capabilities at the intersection of philanthropy, wealth planning, and family legacy.

All Access hosted by Andy Garcia Explores Modern Financial Stewardship with Verus Financial Partners

LOS ANGELES, June 2, 2026 /PRNewswire/ -- The production team behind "All Access" program hosted by Andy Garcia is set to document the principles...

Abich Financial Services Ranks No. 3836 on 2025 Inc. 5000 List

ASHBURN, Va., Aug. 13, 2025 /PRNewswire/ -- Abich Financial Services ranked number 3836 on the 2025 Inc. 5000 list of the fastest-growing private companies...

Wedbush Securities Welcomes William Floyd as a Financial Consultant in Dallas, Texas

William Floyd joins Wedbush's Wealth Management division as a Financial Consultant in Dallas, TX.

Digital Wealth Partners Management, LLC Announces $200 Million in Called Capital

Dallas, Texas, Aug. 08, 2025 (GLOBE NEWSWIRE) -- Digital Wealth Partners Management, LLC (“DWP Management”), the general partner behind a series of private investment vehicles accepting in-kind digital asset contributions, announced today it has called approximately $200 million in capital across its fund strategies since April. To date, all in-kind contributions have been made in XRP.

IGM FINANCIAL INC. ANNOUNCES JULY 2025 ASSETS UNDER MANAGEMENT & ADVISEMENT AND NET FLOWS

WINNIPEG, MB, Aug. 6, 2025 /CNW/ - IGM Financial Inc. (IGM) (TSX: IGM) today reported record high total assets under management and advisement of...

Stansberry Asset Management Expands National Presence with New Office in Camas, Washington

Stansberry Asset Management opens a Camas, WA office, led by Ryan Walker, CFP®, bringing active investing and holistic planning to the Pacific Northwest.

CORRECTING and REPLACING “Bank of the James Announces Second Quarter, First Half of 2025 Financial Results”; Corrects Typos in Narrative Related to Total Assets...

Loan Growth, Asset Quality, Declaration of Quarterly Dividend
Loan Growth, Asset Quality, Declaration of Quarterly Dividend

Guggenheim Investments Announces August 2025 Closed-End Fund Distributions

NEW YORK, Aug. 01, 2025 (GLOBE NEWSWIRE) -- Guggenheim Investments today announced that certain closed-end funds have declared their distributions. The table below summarizes the distribution schedule for each closed-end fund (collectively, the “Funds” and each, a “Fund”).

XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution of $0.070 per Share

CHICAGO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the “Trust”) has declared its regular monthly distribution of $0.070 per share on the Trust’s common shares (NYSE: XFLT), payable on September 2, 2025, to common shareholders of record as of August 15, 2025, as noted below. The amount of the distribution represents no change from the previous month's distribution amount of $0.070 per share.

Fairfax India Holdings Corporation: Second Quarter Financial Results

NOT FOR DISTRIBUTION TO U.S. NEWS WIRE SERVICES OR DISSEMINATION IN THE UNITED STATES

Consortium Led by Nordic Capital and Permira Will Make All-Cash Recommended Purchase Offer for Bavarian Nordic

NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN OR TO ANY JURISDICTION WHERE TO DO SO WOULD CONSTITUTE A VIOLATION OF THE RELEVANT LAWS OR REGULATIONS OF SUCH JURISDICTION

Univest Securities, LLC Announces Closing of $4.2 Million Registered Direct Offering for its Client Garden Stage Limited (NASDAQ: GSIW)

New York, July 25, 2025 (GLOBE NEWSWIRE) -- Univest Securities, LLC (“Univest”), a member of FINRA and SIPC, and a full-service investment bank and securities broker-dealer firm based in New York, today announced the closing of a registered direct offering (the "Offering") for its client Garden Stage Limited (NASDAQ: GSIW) (“GSIW” or the “Company”), a Hong Kong-based financial services provider.

AGF Investments Announces July 2025 Cash Distributions for AGF Enhanced U.S. Equity Income Fund, AGF Total Return Bond Fund and AGF Systematic Global Infrastructure...

TORONTO, July 24, 2025 (GLOBE NEWSWIRE) --

AGF Investments Inc. (AGF Investments) today announced the July 2025 cash distributions for AGF Enhanced U.S. Equity Income Fund*, AGF Total Return Bond Fund* and AGF Systematic Global Infrastructure ETF, which pay monthly distributions. Unitholders of record on July 31, 2025 will receive cash distributions payable on August 7, 2025.

Details regarding the final “per unit” distribution amounts are as follows:

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