First Merchants targets mid-to-high single-digit loan growth in 2025 amid enhanced technology investments
Q4 2024 Management View CEO Mark Hardwick highlighted the completion of several strategic initiatives, including the sale of ...
1650 Wealth Management LLC
1650 Wealth Management LLC is a national financial advisory firm headquartered in Lighthouse Point, FL. The firm has $111.0 million under management and employs 1.The firm caters to 400 clients of ...
First Merchants Corporation (FRME) Q4 2024 Earnings Call Transcript
First Merchants Corporation ( NASDAQ: FRME) Q4 2024 Earnings Conference Call January 30, 2025 11:30 AM ET Mark Hardwick - Chief Executive Officer Michael Stewart - President Michele Kawiecki - Chief ...
Daily Local News2h
DT Investment Partners is now 100% employee-owned
The company is now 100% employee-owned and remains independent. At the same time, DT Investment Partners launched a new branding strategy that emphasizes its focus on asset allocation and customized ...
Lisa VanArsdale: How We Built a Successful Advisory Practice Serving Clients Who Aren’t Rich
The SageView senior wealth advisor explains how she and her mother, Judy VanArsdale, manage the challenges of working ...
Fed's wait-and-see approach likely won't be shaken by new GDP and inflation numbers
A new GDP report Thursday and the expectation of a sticky inflation reading Friday should reinforce the Federal Reserve’s new wait-and-see approach on interest rates.
WealthManagement.com4h
FUSE: Wealth Manager Alternative Assets to Hit $3T by 2029
Private equity and venture capital investments will likely remain the most popular alternative assets among advisors, ...
Richland Source4h
Whitaker-Myers Wealth Management welcomes Chief Financial Planning Officer: Tim Hilterman
Tim Hilterman has joined Wealth Managers as their Chief Financial Planning Officer – the firm has provided financial services to the Ashland, Richland and Wayne County communities for over a century ...
Pensions&Investments6h
Alberta targets $173 billion fund to wean itself off oil revenue
Canada’s top oil-producing province of Alberta plans to boost its wealth fund roughly tenfold to C$250 billion ($173 billion) by 2050 in a bid to wean itself off volatile natural resources revenue.
WealthManagement.com6h
Financial Planning As a Microcosm of the Family Office Model
Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...
Social Security could owe you thousands of dollars. Here's how to check.
More than 3 million people are about to get a bump to their Social Security checks thanks to the Social Security Fairness Act, a new law that eliminates two previous rules that reduced retirees' ...
KRDO8h
The US economy just had another robust year
Washington (CNN) — Another year of robust economic growth is in the books, underscoring how the Biden administration handed President Donald Trump what many consider a solid economy.