Mercer Advisors Acquires Andesa Financial Management, Inc.

Increasing Mercer Advisors’ Northeast Presence DENVER, April 4, 2023 /PRNewswire/ — Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Expenditure Adviser (RIA), today announced the acquisition of Andesa Fiscal…

Clear Creek Financial Management LLC Acquires 51,390 Shares of Cassava Sciences, Inc. (NASDAQ:SAVA)

Clear Creek Financial Management LLC raised its holdings in shares of Cassava Sciences, Inc. (NASDAQ:SAVA – Get Rating) by 323.6{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} in the 4th quarter, according to its most recent Form…

3 foundational wealth management tech trends

For yrs, the regular wealth management expertise has consisted of advisors conference with consumers confront to face, being familiar with their demands and developing particular designs and then actively running…

Hong Kong’s reopening boosts optimism in wealth management

© Anthony Kwan Amy Lo has just returned from a business trip to the Chinese commercial hub of Shenzhen and is full of optimism. The Hong Kong-based private banker has…

US consumer finance chief calls for better risk management at banks, fintechs

March 28 (Reuters) – The modern failures of mid-dimension U.S. loan providers show the need to have for far more sturdy risk management at banking companies and fintechs, together with…

Curbstone Financial Management Corp Takes Notice of Emerson Electric Co’s Innovative Solutions, Buys Stake in Company

In the ever-evolving technological planet, revolutionary solutions are a main driving pressure across industries. Emerson Electric Co. (NYSE:EMR), a worldwide technology and engineering firm, has been at the forefront of…