Cabrillo Advisors, known for its expertise in valuation and financial advisory, has become a member of the Crete Professionals Alliance (CPA), a network of accounting and advisory firms. The integration is expected to augment the service offerings of Cabrillo Advisors while preserving its brand and leadership, the company said in a statement. The Crete network, with its presence across the nation through more than 20 firms, offers a spectrum of services including taxation, auditing, and bookkeeping. CPA ...

转自：新华财经 新华财经北京8月30日电（记者孙广见）29日，汇正财经CTO任琛在2025百度云智大会上表示，当前金 融投顾已迈向"3.0的智能化服务"，即依赖认知与决策升级的"超脑时代"，当传统投顾仅靠知识储备无 法解决信息差和实时客观性，真正的破局点应该用AI技术重构金融投顾服务的底层逻辑，让AI处理信 息的确定性，人类驾驭不确定性。 据了解，汇正财经自研"河图经略"产品，可将复杂的金融知识拆解成客户能理解的语言，可支持定制化 从"投资新手"到"资深投资者"的用户标签，为客户提供全生命周期的终身陪伴。汇正财经独特的智能投 教生态，不仅展现了极具针对性的个性化投教服务能力，也为用户带来了"更理性的投资决策"。 用AI突破"信息茧房"，发现"隐形机会"，为客户做出智能预判，才能让投顾走在客户需求的前面。借助 各类模型及衍生应用，能够处理海量数据、预判潜在风险、优化决策路径等复杂问题。例如，汇正财经 用百度云的时序行为分析模型，构建了"客户需求预判引擎"，能够精准为用户匹配推荐投资相关需求， 从而提升投顾的客户跟进效率，建立用户黏性，让服务成为"生长性资产"。 面对AI投顾从"辅助工具"向"基础设施"的跃迁，不 ...

Full Year 2025 (FY25) Results Presentation 26 August 2025 For personal use only How We Do It OneConnected team - Building scale and capability organically and via acquisition Who We Are For personal use only 2 2 Accounting & Business Advisory Alternative Funding Consulting Employee Share Plan Administration & Management Corporate Finance, M&A & Corporate Development Investment Research & Retail Managed Funds/Solutions SMSF Advice & Administration Property Asset Management Alternative Asset Management Strate ...

Jim Wyckoff has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York. As a journalist, he has covered every futures market traded in the U.S., at one time or another. Jim is the proprietor of the "Jim Wyckoff on the Markets" analytical, educational and trading advisory service. Jim also worked as a ...

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. For more information, visit www ...

Core Insights - Perella Weinberg Partners has strengthened its healthcare services capabilities by appointing Suraj Tolani as an Advisory Partner [1][3] - Mr. Tolani previously served as a Managing Director at J.P. Morgan, focusing on the healthcare services sector [2] - The CEO of Perella Weinberg, Andrew Bednar, emphasized Mr. Tolani's proven track record and deep understanding of the healthcare industry's evolving landscape [3] Company Overview - Perella Weinberg Partners is a leading global independent advisory firm that provides strategic and financial advice to a diverse client base, including corporations, financial sponsors, governments, and sovereign wealth funds [4] - The firm offers a wide range of advisory services across active industry sectors and global markets, employing approximately 700 individuals across various offices [4]

Group 1 - Jim Wyckoff has over 25 years of experience in stock, financial, and commodity markets [1] - He has worked as a financial journalist and covered various futures markets in the U.S. [1] - Jim is the proprietor of an analytical, educational, and trading advisory service [2] Group 2 - He has held positions as a technical analyst for Dow Jones Newswires and as a senior market analyst with TraderPlanet.com [2] - Jim is also a consultant for the "Pro Farmer" agricultural advisory service [2] - He was the head equities analyst at CapitalistEdge.com [2] Group 3 - Jim provides daily market roundups and technical analysis on Kitco.com [3]

Group 1 - Jim Wyckoff has over 25 years of experience in stock, financial, and commodity markets, including roles as a financial journalist and technical analyst [1][2] - He has covered every futures market traded in the U.S. during his career [1] - Wyckoff is the proprietor of an analytical, educational, and trading advisory service, and has worked with various financial news and advisory services [2] Group 2 - He provides daily market roundups and technical analysis on Kitco.com [3]

Analyst's Disclosure:I/we have a beneficial long position in the shares of SONVF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any i ...

Jim is the proprietor of the "Jim Wyckoff on the Markets" analytical, educational and trading advisory service. Jim also worked as a technical analyst for Dow Jones Newswires and as the senior market analyst with TraderPlanet.com. Jim is also a consultant with the highly respected "Pro Farmer" agricultural advisory service. Jim was also the head equities analyst at CapitalistEdge.com. He received his degree from Iowa State University in Ames, Iowa, where he studied journalism and economics. Follow Jim daily ...