“At the same time, the banks are starting to bother me. Now look, don’t get me wrong, you know this group is chronically undervalued. I have praised it many times to you. These are tremendous franchises, but we’re headed into earnings season. Do you know that in six days, JPMorgan reports? I think this, the biggest bank, is cheap. Stock’s way too cheap actually, 16 times earnings. So why not buy it now? I am worried short-term because even though CEO Jamie Dimon’s a fantastic banker, he’s also a really caut ...

JPMorgan Chase & Co. (NYSE:JPM) is one of the stocks Jim Cramer offered insights on. Cramer highlighted it as one of the stocks to buy more during a pullback. He stated: “Look, I think this kind of trading is really ill- advised. Long-term, I believe it’s going to give you suboptimal returns. It’s very rare these days that everything is unexploited at the opening. You were simply too late as the trade was over by the opening bell. What should we be talking about instead of Venezuela?… How about the bank s ...

Walker & Dunlop (NYSE:WD) is one of the best financial pure plays under $100 according to hedge funds. On December 14, Keefe Bruyette analyst Jade Rahmani reaffirmed his bullish rating for Walker & Dunlop (NYSE:WD). Rahmani issued a Buy rating on the stock and lowered his price target from $92 to $82. Despite the drop, his forecasts still indicate around 35% upside at the current level. Opendoor (OPEN) Soars 82% on Rabois' Return, CEO Appointment docstockmedia/Shutterstock.com Rahmani’s revision comes ...

人民财讯12月30日电，企查查APP显示，近日，河南省现代种发股权投资基金合伙企业(有限合伙)成 立，出资额2.02亿元，经营范围包含：以私募基金从事股权投资、投资管理、资产管理等活动。企查查 股权穿透显示，该合伙企业由河南农业投资集团私募基金有限公司、河南农投乡村振兴投资有限公司等 共同出资。 ...

本报讯(记者袁传玺)天眼查App显示，近日，宿迁市产业集聚发展基金(有限合伙)成立，执行事务合伙 人为宿迁产发创业投资有限公司，出资额50亿元，经营范围为以私募基金从事股权投资、投资管理、资 产管理等活动，股权投资，创业投资。合伙人信息显示，该基金由宿迁产业发展集团有限公司、宿迁市 宿城区创新投资集团有限公司、泗洪文化旅游发展集团有限公司等共同出资。 ...

| | | | 查公司 都在用的商业查询工具 | 查关系 查老板 查风险 | | | --- | --- | --- | --- | --- | --- | | | | | 国家中小企业发展子基金旗下机构 | 宿迁市产业集聚发展基金(有限合伙) | × | | | 基本信息 14 | | 法律诉讼 | 经营风险 | 经营信息 | | | 合伙人信息 14 2 ● | | 磊 股权结构 | | | | 序号 | | | 合伙人名称 | | | | 1 | + | (+7 | 宿迁产业发展集团有限公司 器 国有独资 | | | | 2 | + | 色脂元 投资 | 宿迁市宿城区创新投资集团有限公司 品 国有独资 | | | | 3 | + | 文化 | 泗洪文化旅游发展集团有限公司 磊 国有独资 | | | | 4 | + | EE STA 资本 | 泗阳县国金资本运营有限公司 孟 国有独资 | | | | 5 | + | 潮宏 | 宿迁市瀚宏房地产置业有限公司 品 国有独资 | | | | 6 | + | 富恒 | 宿迁市富恒国有资产经营管理有限公司 品 国有全资 | | | | 7 | + | 产发 | 宿迁 ...

Group 1: United Capital Acquisition - United Capital Financial Advisors, a subsidiary of Creative Planning, has acquired Groebl Brothers, a wealth manager with $240 million in assets [2][3] - Groebl Brothers was founded by Joe Groebl and Tim Groebl, who previously worked with LPL Financial and Triad Advisors before establishing their own firm [3][4] - Joe Groebl emphasizes the importance of fiduciary responsibility in financial advising, aiming for this model to become the industry standard [4] Group 2: Maridea Expansion - Maridea Wealth Management has launched a tax and business services division through the acquisition of Hyperion Accounting Group [5][6] - Hyperion Accounting, led by David Papotta, will provide tax preparation, planning, bookkeeping, and outsourced CFO services [6] - The acquisition aligns with Maridea's goal of offering integrated financial services to clients [7] Group 3: Wealth Enhancement Acquisition - Wealth Enhancement has announced the acquisition of Dent Wealth Advisors, marking its first office in Louisiana [8][9] - Dent Wealth Advisors, founded in 1997, manages over $340 million in client assets and offers financial planning and investment management services [9]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. SteelPeak Wealth, a Los Angeles-based registered investment advisor backed by Emigrant Partners, has added BNY Pershing to its custody options for its more than 30 financial advisors. The RIA is adding to custody setups it has with Charles Schwab, Fidelity Investments’ NFS and Interactive Brokers, according to its Form ADV. A spokesperson confirmed the RIA would continue with the multi-custodial ...

The Zacks Investment Bank industry is set to benefit from clarity on trade and monetary policy, a resilient economy and lower financing costs, which will boost M&As and underwriting prospects in 2026. Trading revenues are likely to remain strong as geopolitical risks and tariff concerns help sustain market volatility and client activity. Meanwhile, rising investments in AI, technology and platforms may weigh on costs in the near term but are expected to enhance long-term operating efficiency. Hence, industr ...

Wealth Enhancement has acquired Spectrum Wealth Management, an independent registered investment adviser (RIA) based in Irvine, California, US, along with its affiliated certified public accounting firm Putman Group. The transaction will add a team comprising an adviser, 14 financial professionals, and five support staff into Wealth Enhancement, overseeing more than $182m in client assets. Spectrum Wealth Management founder and principal Benjamin Ross Putman leads this team alongside Sanaz Afshar, Josep ...