Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 ...

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Core Points - Ally Financial Inc. is set to release its third quarter financial results on October 17, 2025, at approximately 7:30 a.m. ET [1] - A conference call will be held at 9 a.m. ET on the same day to discuss the company's performance, available via webcast or dial-in [2] - The presentation and financial supplement will be posted on Ally's Investor Relations website at the same time as the results [3] Company Overview - Ally Financial Inc. is a financial services company known for having the largest all-digital bank in the nation and a leading auto financing business [4] - The company offers a range of services including deposits, securities brokerage, investment advisory, auto financing, and insurance [4] - Ally also has a corporate finance division that provides capital for equity sponsors and middle-market companies [4]

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Core Insights - The Principal Financial Group is a global leader in investment management, offering a variety of financial products and services including retirement services, insurance solutions, and asset management [1] - Founded in 1879, the company is a member of the FORTUNE 500 and manages $519.3 billion in assets [1] - The Principal serves approximately 19.7 million customers worldwide from offices located in Asia, Australia, Europe, Latin America, and the United States [1] - The company is publicly traded on the New York Stock Exchange under the ticker symbol PFG [1] Company Overview - Principal Financial Group provides a diverse range of financial products and services to businesses, individuals, and institutional clients [1] - The company includes various financial services companies under its umbrella, focusing on retirement, asset management, and insurance [1] - Insurance products are issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Co [1] Additional Information - Plan administrative services are offered by Principal Life [1] - Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. [1] - Securities are offered through Princor Financial Services Corp., which is a member of SIPC and/or independent broker/dealers [1]

Core Insights - Raymond James Financial Services (RJFS) has welcomed four financial advisors from Custom Wealth Strategies (CWS) in Depew, New York, enhancing its independent advisor channel [1][2] - CWS managed approximately $315 million in client assets and specializes in serving high-net-worth clients, including executives, physicians, and business owners [2] - The advisors bring a wealth of experience, with David Burgio Sr. having over 31 years in the financial services industry and founding CWS in 2011 [3][5] Company Overview - Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide, with total client assets of approximately $1.65 trillion as of July 31, 2025 [6] - The firm has been providing a wide range of investment and wealth planning-related services since 1974 through its affiliate, Raymond James & Associates, Inc. [6]

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Group 1 - Manulife's President and CEO, Phil Witherington, will participate in a fireside chat at the 26th Scotiabank Financials Summit on September 4, 2025, at 1:00 p.m. ET [1] - The live webcast and a replay of the fireside chat will be available on Manulife's Investor Relations website for 90 days following the live session [1] Group 2 - Manulife Financial Corporation is a leading international financial services provider with global headquarters in Toronto, Canada, operating as Manulife in Canada, Asia, and Europe, and as John Hancock in the United States [2] - The company offers financial advice and insurance for individuals, groups, and businesses, and provides global investment, financial advice, and retirement plan services through Manulife Wealth & Asset Management [2] - As of the end of 2024, Manulife had over 37,000 employees, more than 109,000 agents, and thousands of distribution partners, serving over 36 million customers [2] - Manulife trades as 'MFC' on the Toronto, New York, and Philippine stock exchanges, and under '945' in Hong Kong [2]

Product Focus & Market Reception - Initial complex financial system failed to gain traction [1] - Simple email payment feature received positive user response [1] Strategic Pivot - Company shifted focus to simpler, more user-friendly solutions [1]