Oppenheimer Asset Management has added the Dividend Performers investment strategy to its separate account consulting program. The strategy is managed by Sovereign Asset Management, a subsidiary of John Hancock Advisers, recently bought by Manulife Financial. Dividend Performers invests in a group of approximately 350 companies known for growth and stability. All have increased dividends over the past five years and seek investments that point to future growth and earnings.
Federal Judge David Nye sides with a broker fired over five years ago for placing trades without first obtaining his client's permission.
Research shows that many investors fear policy changes could hurt their retirements, but these concerns often go unspoken with financial advisors, creating a planning gap.
Many business owners wind up regretting how they exit from their ownership. That's why experts say financial advisors should ramp up their planning for it.
Penny Pennington has presided over a wide-ranging overhaul that has seen forays into alternative assets and banking but also heightened rates of advisor departures.
Libretto, Syntax Data, Advyzon, Kwanti and the Oasis Group were among the major players at the annual conference that announced new and upcoming AI advancements.
While Republican-led states are mostly adopting the various tax changes from the One Big Beautiful Bill Act, some states led by Democrats are refusing to go along.
