Core Insights - Dynasty Financial Partners has appointed Kevin Monaco as the business development officer for the Western United States, replacing Thomas Jay Kowalchuk [1][2][3] - Monaco's role will focus on recruiting efforts, developing business partnerships, and serving as a local resource for registered investment advisors (RIAs) in the region [2][3] - The appointment aligns with Dynasty's growth strategy on the West Coast, emphasizing the firm's commitment to supporting independence for its partners [3] Company Strategy - The hiring of Monaco is part of a broader strategy to expand Dynasty's presence in the Western U.S. [3] - The firm has launched Dynasty Labs, a new division aimed at experimenting and deploying AI tools [4] - Dynasty currently supports over 500 advisors across 55 network firms, managing $120 billion in platform assets [4] Leadership and Experience - Kevin Monaco brings over 30 years of industry experience, having held senior roles at firms such as Oppenheimer, D.A. Davidson, Wells Fargo Private Bank, Raymond James, and Morgan Stanley [3] - His reputation as a strong leader and expertise in the region are seen as critical assets for Dynasty's expansion efforts [3] Team Structure - Monaco will join other business development executives, including John Sullivan for the central U.S., and Ben Bines and Sean Lindenbaum for the Northeast and Southeast, respectively [4]

Core Viewpoint - Joe Calhoun has extensive experience in the financial services industry, having worked in various roles since 1992, and founded Alhambra Investment Management to cater to individual investors' needs [1] Group 1: Professional Background - Joe Calhoun has held multiple positions including Operations Manager, Compliance Manager, Registered Representative, and Portfolio Manager [1] - He served as Director of Investments at Oppenheimer & Co. from 1997 to 2006 before founding Alhambra Investment Management [1] - Calhoun has obtained several securities licenses including Series 63 and 65, and has passed Series 7 and Series 9/10 exams [1] Group 2: Military Service - Joe Calhoun served in the U.S. Navy's nuclear submarine service for 8 years from 1983 to 1990 [1] - He received several commendations, including the Navy Achievement Medal in 1987 [1] Group 3: Education and Media Presence - He studied engineering at the University of South Carolina and graduated from the U.S. Navy's Nuclear Propulsion School [1] - Calhoun's market commentaries are widely published and he has appeared on CNBC and various radio programs [1] - He is also an editor for RealClearMarkets.com [1]

Octopus Titan VCT plc Submission of Circular Further to the announcement of the conclusion of the Strategic Review and issuance of a Circular containing the notice of a general meeting to consider the proposal for an amended investment policy, the Circular has been submitted to the Financial Conduct Authority's Electronic Submission System and is available for inspection at https://data.fca.org.uk/#/nsm/nationalstoragemechanism For further information please contact: Rachel PeatOctopus Company Secretarial ...

Group 1 - The focus of iREIT+HOYA Capital is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The recent market rally has led to total returns, but there is a concern about unrealized capital gains potentially disappearing as the market approaches bubble territory [2] - Dividends are emphasized as a reliable source of income that cannot be taken back, contrasting with the volatility of capital gains [2] Group 2 - The article highlights the importance of defensive stocks for medium- to long-term investment strategies [2]

Group 1 - The article promotes a portfolio strategy that generates income without the need for selling assets, aiming to simplify retirement investing [1] - It emphasizes the importance of community and education in investing, suggesting that individuals should not invest alone [2] - The service offers features such as model portfolios, buy/sell alerts, and regular market updates to assist investors [2] Group 2 - The article mentions that past performance does not guarantee future results, indicating a focus on monitoring investment positions [4][5] - It highlights the role of contributors and analysts in providing insights and recommendations, although these may not reflect the views of the entire platform [4][5]

Core Insights - Admiral Markets AS is divesting its wholly owned subsidiary, Admiral Markets AS (Jordan) Ltd, as part of its strategy to refine its geographic footprint and align operations with long-term priorities [1] - The transaction is expected to be finalized in the fourth quarter of 2025 and is subject to standard closing conditions [2] - The sale is anticipated to contribute to net profit, simplify the Group's structure, and reinforce its strategic focus on markets with strong growth prospects and operational efficiency [2]

Core Insights - The CEF/ETF Income Laboratory focuses on managing closed-end fund (CEF) and exchange-traded fund (ETF) portfolios that target safe and reliable yields of approximately 8% [1][2] - The service provides managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis, catering to both active and passive investors [2] Group 1 - The investment group includes experts who assist members in benefiting from income and arbitrage strategies in CEFs and ETFs [2] - The community consists of over a thousand members who are seeking the best income ideas, with a majority of holdings being monthly-payers, which aids in faster compounding and smoothing income streams [2] Group 2 - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, provides coverage on closed-end funds and exchange-traded funds [3]

Core Insights - The NEOS Enhanced Income Credit Select ETF (HYBI) was reorganized from a mutual fund to an ETF under NEOS almost a year ago [1] - Binary Tree Analytics (BTA) focuses on providing transparency and analytics in capital markets, particularly in closed-end funds (CEFs), exchange-traded funds (ETFs), and special situations [1] - BTA aims to deliver high annualized returns with a low volatility profile, leveraging over 20 years of investment experience [1]

Core Viewpoint - First Trust Advisors L.P. has announced changes to the investment strategies and name of the First Trust EIP Carbon Impact ETF, which will now be called the First Trust EIP Power Solutions ETF, effective September 5, 2025 [1]. Investment Strategy Changes - The Fund will now invest at least 80% of its net assets in equity securities of companies identified as Power Solutions Companies by the investment sub-advisor, Energy Income Partners, LLC [1]. - The revised investment strategy expands the universe of eligible companies to include contracted developers and/or owners of nuclear energy systems [1]. - The focus will be on companies that are strategically connected to the generation or transmission of electric power, or that contribute to making the electric power system safer, cleaner, more reliable, or lower in cost [1]. Company Background - First Trust Advisors L.P. is a federally registered investment advisor with approximately $281 billion in assets under management as of July 31, 2025 [2]. - The company provides a variety of investment services through its affiliate, First Trust Portfolios L.P., which is a FINRA registered broker-dealer [2].

Core Insights - Horizon Kinetics Holding Corporation has qualified to trade on the OTCQX Best Market, marking a significant upgrade from the OTCID Basic Market [1][4] - The company will begin trading under the symbol "HKHC" and U.S. investors can access its financial disclosures and real-time quotes on the OTC Markets website [2] - The OTCQX Market is designed for investor-focused companies, requiring them to meet high financial standards and adhere to best practices in corporate governance [3] Company Overview - Horizon Kinetics Holding Corporation primarily provides investment advisory services through its subsidiary, Horizon Kinetics Asset Management LLC, which is a registered investment advisor [5] - The company specializes in independent proprietary research and investment advisory services for both long-only and alternative value-based investing strategies [5] OTC Markets Group Overview - OTC Markets Group Inc. operates regulated markets for trading approximately 12,000 U.S. and international securities, with a focus on data-driven disclosure standards [6] - The group offers various market tiers, including OTCQX Best Market, OTCQB Venture Market, OTCID Basic Market, and Pink Limited Market, facilitating efficient access to U.S. financial markets [6]