Fred Reish, a longtime consultant in the 401(k) retirement plan advisor space, has left law firm Faegre Drinker to join registered investment advisor Prime Capital Financial to lead its fiduciary and Employee Retirement Income Security Act practice.Reish made the move after being a partner at Faegre Drinker since 2011, where he was part of the firm’s benefits and executive compensation practice group, the investment management group and the financial services ERISA team. In that position, he guided RIAs, re ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. OnePoint BFG Wealth Partners, a registered investment advisor backed by Rise Growth Partners, has beefed up its senior leadership team with four new executives. That includes Alex Mostovoi, a former chief operating officer and chief financial officer at Emigrant Partners, who joins the RIA as CFO. Mostovoi replaces Jeremy Groff, who joined asset management firm Lazard as head of corporate FP&A ...

Core Insights - The article discusses the author's transition from a potential career in politics to a focus on value investing, emphasizing the importance of risk management and long-term wealth growth [1] - The author highlights their experience in sales at a law firm and later as an investment advisory representative, showcasing a strong background in assessing company prospects through sales strategies [1] - The shift to writing for Seeking Alpha is presented as a means to share investment opportunities discovered through personal research and experience [1] Group 1 - The author initially pursued a career in politics but shifted to value investing after facing challenges in that field [1] - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team [1] - The author transitioned to an investment advisory role with Fidelity, focusing on 401K planning, but found the approach misaligned with their value investing philosophy [1] Group 2 - The author began writing for Seeking Alpha in November 2023 to share investment opportunities with readers [1] - The experience gained from previous roles has been instrumental in evaluating companies based on their sales strategies [1] - The author emphasizes the importance of aggressive saving and capital building in their investment journey [1]

Airline Industry Net Profits Rebound Toward Record Highs IATA, Airfinance Global, U.S. Global Investors San Antonio, TX, Dec. 12, 2025 (GLOBE NEWSWIRE) -- U.S. Global Investors, Inc. (NASDAQ: GROW) (“the Company”), a registered investment advisory firm[1] with expertise in gold mining stocks and the airline industry, is pleased to announce that it will continue its payment of monthly dividends. The Company’s Board of Directors (the “Board”) approved payment of the $0.0075 per share per month dividend be ...

San Antonio, TX, Dec. 12, 2025 (GLOBE NEWSWIRE) -- U.S. Global Investors, Inc. (NASDAQ: GROW) (“the Company”), a registered investment advisory firm[1] with expertise in gold mining stocks and the airline industry, is pleased to announce that it will continue its payment of monthly dividends. The Company’s Board of Directors (the “Board”) approved payment of the $0.0075 per share per month dividend beginning in January 2026 and continuing through March 2026. The record dates are January 12, February 9 and M ...

Economic Overview - The recent six-week US government shutdown complicated the economic landscape, delaying data releases and creating gaps in information [1] - With the government operational again, investors received a wave of delayed data related to employment and inflation, although key metrics like CPI and retail sales are still pending [2] - The economic data presents a mixed picture, with weak payrolls contrasted by stronger initial jobless claims, complicating the Federal Reserve's decision-making [3] Two-Speed Economy - The US economy is characterized as a 'two-speed' economy, expanding overall but unevenly, with notable weaknesses in lower-end consumer sectors and manufacturing [4] - Despite a low unemployment rate of 4.4% and strong economic growth, consumer confidence remains low, as indicated by the University of Michigan Consumer Confidence poll [5] - The Atlanta Fed's GDPNow model suggests the economy grew above 3% in Q3, raising questions about the low consumer and manufacturing sentiment [7] Technology Sector Impact - Tech spending is a significant driver of economic growth, representing approximately 6% of US GDP, the highest on record, and growing at nearly 17% year-over-year [9] - Excluding tech spending, the economy's growth rate drops to a sluggish 1.3%, indicating that non-tech sectors are struggling [10] Consumer Confidence Disparities - Consumer confidence varies significantly by income level and political affiliation, with high earners exhibiting much higher confidence than lower earners [13] - Political divisions also influence consumer sentiment, with Republicans showing more confidence compared to Democrats and Independents [14] Federal Reserve Outlook - The Federal Reserve is expected to continue cutting interest rates due to the uneven economic backdrop, prioritizing the job market over inflation control [16] - The current economic expansion, coupled with ongoing controversies, suggests a favorable environment for stock ownership despite the complexities [16]

Core Insights - Khaveen Investments is a global investment advisory firm focused on serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the SEC and offers a range of services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund has a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, utilizing three core strategies: global macro, fundamental, and quantitative [1] - The firm's expertise is concentrated in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Bluespring Wealth Partners, the registered investment advisor acquisition arm of Kestra Holdings, brought on an annual record of $6 billion in client assets via acquisition in 2025 through a mix of independent RIAs, broker/dealer breakaways and Kestra-affiliated advisors. The acquired assets came from nine partner firms joining Bluespring’s fee-only, W-2 employee model. They included Kestr ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Storen Financial, a financial planning and accounting firm headquartered in Zionsville, Ind. with $500 million in assets, has launched its own registered investment advisor, Storen Legacy Partners, with support from Dynasty Financial Partners.  Storen, led by husband-and-wife team Greg and Kim Storen, was previously affiliated with LPL Financial and Brass Tax Wealth Management, an RIA in B ...

Wealth Enhancement, an acquisitive Minneapolis-based registered investment advisor with more than $131 billion in client assets, has acquired L.M. Kohn & Company, a hybrid RIA with more than $2.2 billion in assets and 23 employees.The deal expands Wealth Enhancement’s presence across the Midwest and South.L.M. Kohn was founded in 1990 by Larry Kohn, who now serves as CEO. It operates out of its Cincinnati headquarters and five locations across Georgia, Iowa and Michigan. In addition to its RIA, L.M. Kohn al ...