Group 1 - BMO Capital Markets led the M&A financial advisory rankings in the metals and mining sector for Q1–Q3 2025, advising on 12 deals valued at $7.3 billion, securing the top position in both deal value and volume [1][2] - BMO Capital Markets was the only adviser to achieve double-digit deal volume during this period, advising on three billion-dollar deals [2] - JP Morgan followed in deal value with transactions worth $5.5 billion, while CIBC Capital Markets, National Bank of Canada, and GenCap Mining Advisory completed the top five with deal values of $4.4 billion and $2.6 billion, respectively [2] Group 2 - In terms of deal volume, Evans & Evans secured the second position with seven deals, while Beaumont Cornish also completed seven deals but ranked third due to lesser-value deals [3] - CIBC Capital Markets and SP Angel Corporate Finance took the fourth and fifth spots in deal volume, both advising on six deals, with CIBC ranking higher due to greater deal value [3] Group 3 - GlobalData's league tables are based on real-time tracking of various reliable sources, with a dedicated team of analysts monitoring these sources to gather detailed information on each deal [4]

Core Insights - Prime Capital Financial is expanding its services by acquiring a Texas-based tax advisory firm to establish a Prime Capital Tax Advisory division, aiming to provide a comprehensive range of client services [1][2] Company Developments - The acquisition will enhance Prime's tax offerings, which previously included only compliance services from certified tax preparers and external partners [2] - The tax advisory firm has approximately 30 employees who will contribute to tax planning, compliance, accounting, and business advisory services [2] - Founders Nick Wanzor and Frank Hartman will become partners at Prime Capital Tax Advisory, with Josh McNamara joining as a managing partner [2] Strategic Goals - Prime Capital's president of wealth management and chief investment officer, Scott Duba, noted that high-net-worth clients have been seeking integrated tax advisory services, which will now be available within the same team [3] - This acquisition is part of Prime Capital's multi-year strategy to develop a "complete wealth management platform," following the earlier launch of Prime Capital Family Office, which was established by acquiring a $1.55 billion family office in Austin, Texas [3] Service Expansion - Over the past year, Prime Capital has broadened its capabilities in various areas, including tax advisory, family office services, alternative investments, insurance solutions, trust and estate services, and retirement plan services [4] - Clients have expressed a desire for more solutions from their financial advisors, indicating a trend towards integrated service offerings [4] Tax Advisory Integration - The integration of tax advisory services is expected to enhance coordination and improve long-term outcomes for clients, as stated by tax advisor Josh McNamara [5] - The deal will also bring in additional partners and tax advisors, Summar Schiller and Spencer Gregg [5] Company Profile - Prime Capital operates 70 offices across the U.S. and manages a total of $30 billion in assets, with $16.5 billion being discretionary and $13.6 billion non-discretionary [6]

This story was originally published on Wealthmanagement. To receive daily news and insights, subscribe to our free daily Wealthmanagement newsletters. The legal fracas between Edelman Financial Engines and Mariner Wealth Advisors shows no sign of abating, as the rivals are pushing the judge to rule in their favor before trial while each tries to exclude expert testimony from the opposing side. Last Friday, Mariner and Edelman filed oppositions to motions for summary judgment that each firm previously submi ...

Core Insights - A diversified stock portfolio is crucial for financial stability in retirement, alongside maintaining cash reserves for liquidity [1][6] - Relying solely on one income source, such as a 401(k) or Social Security, poses significant risks, necessitating additional income streams for a secure retirement [3][4] - Smart withdrawal strategies and asset diversification are essential for managing expenses and maintaining lifestyle during market fluctuations [7][8] Asset Types and Strategies - Mixing various asset types, including high-yield savings accounts, money market funds, and short-term investments, can provide flexibility and liquidity [1][2] - Retirees are encouraged to consider part-time jobs or side hustles to supplement income, which can ease the transition into retirement and provide social engagement [9][11] - Real estate investments, such as rental properties or REITs, can offer higher yields and potential appreciation, but come with management challenges and risks [12][13][14] Financial Planning - Categorizing expenditures based on priorities helps in creating sustainable withdrawal rates, focusing on essentials over luxuries [7][8] - The current high-interest rate environment presents an opportunity for retirees to take advantage of better yields while maintaining cash reserves for unexpected expenses [6] - A creative approach to income generation, including side hustles and real estate investments, is necessary for building a reliable financial safety net in retirement [15]

Core Insights - Jim Wyckoff has over 25 years of experience in stock, financial, and commodity markets, including roles as a financial journalist and market analyst [1][2] - He has covered all futures markets traded in the U.S. and has worked with various financial news and advisory services [1][2] Company and Industry Summary - Jim Wyckoff operates the "Jim Wyckoff on the Markets" analytical, educational, and trading advisory service, providing insights into market trends [2] - He has held positions as a technical analyst for Dow Jones Newswires and as a senior market analyst with TraderPlanet.com, showcasing his expertise in market analysis [2] - Wyckoff is also a consultant for the "Pro Farmer" agricultural advisory service, indicating his involvement in agricultural market analysis [2] - He was the head equities analyst at CapitalistEdge.com, further emphasizing his extensive background in equity markets [2] - Daily market updates and technical analysis are provided by Wyckoff on Kitco.com, highlighting his ongoing engagement with market participants [3]

Core Insights - Managing personal finances is a lifelong process that requires continuous attention and planning to achieve life goals [1] - Many individuals seek advice from financial experts, with Dave Ramsey being a notable figure known for his straightforward financial guidance [2][3] Financial Strategies - Ramsey's "Baby Steps" program consists of seven tasks aimed at achieving financial stability and preparing for retirement, starting with saving $1,000 for an emergency fund [4] - The second step focuses on paying off all non-mortgage debt using the debt snowball method, which prioritizes the smallest debts first [5] - Subsequent steps include saving three to six months' worth of expenses, investing 15% of household income for retirement, saving for children's college education, paying off the home early, and building wealth while giving back [6] Budgeting Principles - A key message from Ramsey is to live below one's means to avoid lifestyle creep, emphasizing the importance of a realistic yet challenging budget to prevent overspending [7]

Core Insights - Early retirement can lead to unforeseen challenges if individuals are unprepared, potentially resulting in a return to work [1] Group 1: Importance of Planning for Early Retirement - Individuals should ask themselves why they want to retire early, as having a purpose is crucial for mental health [3] - Studies indicate a significant correlation between retirement and mental health issues, with a 28% depression rate among retirees and a 6% to 9% decline in mental health over six years post-retirement [4] - Engaging in work that one loves is recommended instead of hastily retiring [4] Group 2: Financial Considerations - Having a competent financial advisor is essential for retirees to establish estate plans and insurance policies [5] - Professional financial advice can enhance long-term portfolio returns by up to 5.1%, depending on individual circumstances [6] - It is vital for hopeful early retirees to assess whether they have sufficient funds to cover monthly expenses and maintain their desired lifestyle over the long term [7] Group 3: Retirement Savings Requirements - The amount needed for a comfortable retirement varies significantly by state in the U.S., with estimates suggesting individuals require between eight to ten times their annual salary or 65% to 80% of their pre-retirement income annually during retirement [9]

Core Insights - Jim Wyckoff has over 25 years of experience in stock, financial, and commodity markets, including roles as a financial journalist and market analyst [1][2] - He has covered all futures markets traded in the U.S. and has worked with various financial news and advisory services [1][2] Company and Industry Summary - Jim Wyckoff operates the "Jim Wyckoff on the Markets" service, which provides analytical, educational, and trading advisory content [2] - He has held positions as a technical analyst for Dow Jones Newswires and as a senior market analyst with TraderPlanet.com [2] - Wyckoff is also a consultant for the "Pro Farmer" agricultural advisory service and was the head equities analyst at CapitalistEdge.com [2] - He studied journalism and economics at Iowa State University, which supports his expertise in market analysis [2] - Daily updates and technical analysis are provided by Jim on Kitco.com, indicating his active engagement in market commentary [3]

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 has also been 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]

Core Insights - JMOD Financial Services has transitioned to the independent channel of Ameriprise Financial, Inc. from LPL Financial, bringing over $110 million in assets [1] Company Overview - The financial advisory practice is led by Joe Kelly, with team members including Frank Del Busto, CFP®, and Dave Fedrizzi, CFP®, ChFC®, CLU®, RICP® [1] - The team operates from offices located in Florida and New York, with Kelly and Del Busto based in Miami, and Fedrizzi in Rochester, New York [1]