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SHAREHOLDER NOTICE: Brodsky & Smith Announces an Investigation of Semrush Holdings, Inc. (NYSE – SEMR)
Globenewswire· 2025-11-19 14:42
BALA CYNWYD, Pa., Nov. 19, 2025 (GLOBE NEWSWIRE) -- Law office of Brodsky & Smith announces that it is investigating potential claims against the Board of Directors of Semrush Holdings, Inc. (“Semrush” or the “Company”) (NYSE - SEMR) for possible breaches of fiduciary duty and other violations of federal and state law in connection with the sale of the Company to Adobe (Nasdaq - ADBE) for $12.00 per share, representing a total equity value of approximately $1.9 billion. The investigation concerns whether th ...
The oldest RIAs are 85. How did they become a $144T industry?
Yahoo Finance· 2025-11-18 15:00
"No one picks their RIA because they've got extra fiduciary liability if they do something bad," said Michael Kitces, the longtime planner, writer and entrepreneur from Kitces.com, AdvicePay, the XY Planning Network and Focus Partners Wealth. "You pick your advisor because you think they're going to do something good and work with you effectively in the first place. To me, the growth of the RIA model has very little to do directly with the fiduciary obligation, per se, and it's simply, 'Look, there's one mo ...
Shareholder Alert: The Ademi Firm investigates whether Sealed Air Corporation is obtaining a Fair Price for its Public Shareholders
Prnewswire· 2025-11-17 16:00
Accessibility StatementSkip Navigation MILWAUKEE, Nov. 17, 2025 /PRNewswire/ -- The Ademi Firm is investigating Sealed Air (NYSE: SEE) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with CD&R. Click here to learn how to join our investigation and obtain additional information or contact us at [email protected] or toll-free: 866-264-3995. There is no cost or obligation to you. In the transaction, Sealed Air shareholders will receive $42.15 in cash p ...
JAMF SHAREHOLDER ALERT: BFA Law Announces an Investigation into the Jamf Holding Corp. Take Private Sale on behalf of Current Shareholders
Newsfile· 2025-11-12 12:17
Core Viewpoint - Jamf Holding Corp. is under investigation by Bleichmar Fonti & Auld LLP for potential breaches of fiduciary duties by its board of directors in relation to a proposed take-private sale at $13.05 per share, which may be considered an unfairly low price for shareholders [2][4][6]. Group 1: Investigation Details - The investigation focuses on whether the Jamf board and Vista Equity Partners have acted in the best interests of shareholders regarding the acquisition by Francisco Partners Management, L.P. [4][6]. - Jamf's board did not form an independent special committee to assess the transaction, raising concerns about conflicts of interest, especially since Vista owns 34.4% of Jamf's stock and has the right to appoint four out of nine board members [5][6]. Group 2: Shareholder Implications - Current shareholders of Jamf are encouraged to seek additional information and may have legal options available to them regarding the proposed transaction [3][7]. - The law firm BFA operates on a contingency fee basis, meaning shareholders will not incur costs unless the firm secures a favorable outcome [7].
If ChatGPT Were an Employee, It’d Get Fired
Yahoo Finance· 2025-10-30 10:00
Core Insights - AI is increasingly being deployed in financial planning, particularly in personalized marketing, lead nurturing, portfolio rebalancing, and compliance monitoring [1][2][3] - The role of financial advisors is evolving from tactical tasks to providing holistic guidance, emphasizing human expertise and trust [2][4][10] AI Deployment in Financial Planning - Personalized marketing and lead nurturing are identified as top AI use cases, with firms planning to increase spending in these areas [1] - AI tools assist in portfolio rebalancing, scenario generation, tax recommendations, cash flow modeling, and compliance anomaly detection [1] - A wealthtech survey indicates that 68% of advisors currently use AI applications, with 43% planning to increase their investment [3] Changing Role of Financial Advisors - Advisors are shifting focus from tactical work to areas where human judgment and trust are paramount, such as behavioral coaching and values-based guidance [2][4][5] - The advisor's responsibilities now include overseeing AI usage to ensure transparency and protect client data [5][10] - Advisors are encouraged to expand their capabilities and reframe their value proposition around helping clients achieve life goals [6][10] Limitations of AI - AI tools, such as ChatGPT, have limitations and cannot fully replace human judgment; they require human oversight to ensure effectiveness [8][9] - The experience with ChatGPT highlights the importance of distinguishing between tasks suitable for AI and those requiring human intervention [9] Future Outlook - The integration of AI in financial planning is expected to redefine fiduciary duties rather than replace fiduciary advisors [10] - Advisors who embrace AI as a supportive tool while maintaining human qualities will be better positioned for future success [10][11]
Shareholder Alert: The Ademi Firm investigates whether PotlatchDeltic is obtaining a Fair Price for its Public Shareholders
Prnewswire· 2025-10-14 16:00
Core Viewpoint - The Ademi Firm is investigating PotlatchDeltic for potential breaches of fiduciary duty and other legal violations related to its transaction with Rayonier [1]. Group 1: Transaction Details - Shareholders of PotlatchDeltic will receive 1.7339 common shares of Rayonier for each share of PotlatchDeltic stock, implying a price of $44.11 per PotlatchDeltic share [2]. - Upon closing, Rayonier shareholders will own approximately 54% and PotlatchDeltic shareholders will own approximately 46% of the combined company [2]. Group 2: Board Conduct and Limitations - The transaction agreement imposes significant penalties on PotlatchDeltic for accepting competing bids, which may limit competing transactions unreasonably [3]. - The investigation focuses on whether the PotlatchDeltic board of directors is fulfilling their fiduciary duties to all shareholders [3].
Shareholder Alert: The Ademi Firm investigates whether Veeco Instruments Inc. is obtaining a Fair Price for its Public Shareholders
Prnewswire· 2025-10-01 16:00
Group 1 - The Ademi Firm is investigating Veeco for possible breaches of fiduciary duty and other legal violations related to its transaction with Axcelis [1] - Shareholders of Veeco will receive 0.3575 shares of Axcelis for each share of Veeco owned, resulting in Axcelis shareholders owning approximately 58% of the combined company and Veeco shareholders holding about 42% on a fully diluted basis [2] - The transaction agreement imposes significant penalties on Veeco for accepting competing bids, raising concerns about the conduct of Veeco's board of directors and their fiduciary duties to shareholders [3]
My sister died, leaving me as trustee for my 12-year-old nephew’s $100,000 inheritance — what do I need to do?
Yahoo Finance· 2025-09-28 11:00
Core Points - The management of inherited money differs for adults and minors, with minors requiring a trust account due to their inability to manage funds independently [1] - The role of a trustee involves managing the trust funds responsibly and in the best interest of the beneficiary, while also handling any legal issues [2][4] - Trusts may have specific instructions on fund usage, which must be adhered to by the trustee [5] Trust Management Responsibilities - A trustee must comply with IRS rules, including obtaining an employee identification number (EIN) to open a bank account for the trust [4] - The funds must be deposited into a trust account, which can be set up at a bank, credit union, or brokerage firm [4][6] - The trustee has a fiduciary duty to act in the best interest of the beneficiary and cannot use the funds for personal benefit [4] Investment Options - A bank or credit union is suitable for simple savings accounts or CDs, providing safe and stable growth [6] - A brokerage firm offers access to investments like mutual funds, ETFs, or bonds, which may enhance the growth of the funds over time [6]
I’m the VC researcher who helped uncover Intel’s close ties to China. Its nationalization just exposes a corporate governance crisis
Yahoo Finance· 2025-09-20 11:30
Core Viewpoint - The article argues that Intel's decline is not due to competition but rather a failure of corporate governance, highlighting the need for a reevaluation of board responsibilities in the context of national security and technological competition with China [5][10][18] Group 1: Government and Corporate Relations - Despite receiving $19.5 billion from the CHIPS and Science Act aimed at restoring U.S. semiconductor leadership, Intel chose to invest heavily in China instead of rebuilding its domestic capabilities [6][9] - The U.S. government has a passive role in Intel's governance, agreeing to vote with the board on shareholder matters, which limits its ability to exert control [9][16] - Intel's board members have significant ties to China, raising concerns about their commitment to U.S. national interests [8][12] Group 2: Investment in China - Intel Capital has invested in at least 43 Chinese AI and semiconductor startups, more than any other U.S. corporate venture arm, and has funneled $1.5 billion into Tsinghua University, which has connections to the Chinese military [7][8] - A Reuters investigation revealed that Lip-Bu Tan, an Intel board member, has minority investments in over 600 Chinese startups, some with direct ties to the People's Liberation Army [8][9] Group 3: Corporate Governance Issues - The article criticizes the short-term focus of U.S. corporate governance, which prioritizes immediate shareholder returns over long-term competitiveness and security [11][14] - The current governance structure allows directors with deep ties to adversarial nations to remain insulated from consequences, undermining U.S. technological leadership [12][17] - There is a call for a new fiduciary duty that prioritizes national security and requires oversight of foreign partnerships and technology transfers [15][17]
Eth Holders have been neglected for a very long time! ~Zak Cole #shorts #ethereum #crypto
Cointelegraph· 2025-08-25 18:06
Community & Governance - The Ethereum Foundation has a fiduciary duty to serve ETH holders [1] - There are concerns that actions taken may be insufficient and influenced by specific individuals [1] - Accountability is crucial as Ethereum has evolved into a community and a movement [1] Financial Infrastructure - Ethereum is considered financial infrastructure with significant implications for the future [1]