Image Source: 123rf.com There is a lot of noise out there. Newsletters getting sent to your inbox, podcasts to listen to, television shows to watch, and radio shows. It has become hard to pinpoint what you should actually be reading or tuning into. Financial newsletters can be a great way to get some insight from … Read more
Welcome to the February 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that FP Alpha has released its tax return … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they face. Which … Read more
By Thomas Kerr, CFA NASDAQ:SPGC READ THE FULL SPGC RESEARCH REPORT On January 27, 2025, Sacks Parente Golf (NASDAQ:SPGC) provided preliminary financial results for the 4th quarter of 2024 and full year 2024. Revenue is expected to be between $1.1 million – $1.3 million in the 4th quarter of 2024, an increase of 882% … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek positions that … Read more
