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Goldman Sachs Expands Stake in Sun Life Financial Inc. (SLF)
Yahoo Finance· 2025-09-24 20:58
Group 1 - Sun Life Financial Inc. (NYSE:SLF) is considered one of the best safe stocks to buy currently, with Goldman Sachs increasing its holdings by 282.5% in the first quarter, acquiring 2,050,891 additional shares, bringing its total to 2,776,920 shares valued at $159,006,000 [1] - The company is ideal for investors seeking stable income, offering an attractive dividend yield, solid underlying earnings, and a conservative payout ratio, supported by a diversified business mix and strong market presence [2] - Sun Life Financial's transition to a capital-light business model has been successful, enhancing its asset management capabilities as revealed during the Barclays 23rd Annual Global Financial Services Conference [3] Group 2 - Sun Life Financial Inc. is a Canadian financial services company founded in 1871, providing asset management, wealth, insurance, and health solutions, with a commitment to achieving lifetime financial security [4]
Jefferies to Release its Third Quarter Financial Results on September 29, 2025
Businesswire· 2025-09-15 20:15
Core Viewpoint - Jefferies Financial Group Inc. will release its third quarter financial results on September 29, 2025, after market close [1] Company Overview - Jefferies is a leading global, full-service investment banking and capital markets firm [1] - The company provides a range of services including advisory, sales and trading, research, wealth, and asset management [1] - Jefferies operates more than 40 offices worldwide, offering insights and expertise to investors and companies [1]
Continued Growth at Truxton Wealth Leads to Advisor Promotions
Globenewswire· 2025-07-09 18:12
Core Insights - Truxton has announced the promotion of Buck Patton to Senior Vice President, Wealth Advisor, and Brandt Warner to Vice President, Wealth Advisor [1] Group 1: Promotions and Roles - Buck Patton has been with Truxton since 2018, serving in various roles including Portfolio Analyst and Financial Advisor, and has significantly impacted the firm and its clients [2] - Brandt Warner joined Truxton in 2024 as an Assistant Vice President, Wealth Advisor, and has quickly become a key contributor known for his strategic thinking and technical expertise [3][4] Group 2: Contributions and Impact - Buck Patton has refined processes and led complex client initiatives, earning certifications as a CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor [2] - Brandt Warner has improved core processes and has a client-first mindset, enhancing internal operations and building trust among clients [3][4] Group 3: Company Overview - Truxton is a premier provider of wealth, banking, and family office services, founded in 2004 in Nashville, Tennessee, and focuses on customized solutions for complex financial needs [4]
Truxton Elevates Banking Team Leaders in Recent Promotions
Globenewswire· 2025-06-05 17:26
Core Insights - Truxton has announced the promotion of several key team members, recognizing their contributions to the bank's growth and success [1][2] - The promotions include Lindsey Heird, Lizzie McKeand, and William Benson to Senior Vice President, reflecting their leadership and dedication to the firm's mission [2][3] - Joseph Staub has been promoted to Vice President of Compliance, enhancing the bank's compliance framework and regulatory excellence [4][5] - Duncan McGinn has been promoted to Assistant Vice President, highlighting his strong performance and leadership within the organization [5] Promotions and Roles - Lindsey Heird joined Truxton in 2014 and has served as a relationship manager since 2015, providing banking solutions for individuals and businesses [3] - Lizzie McKeand started at Truxton in 2015 and transitioned to a lending role in 2019, focusing on wealthy families and their businesses [3] - William Benson joined in June 2020 from CapStar Bank and has experience in private banking and healthcare portfolio management [3] - Joseph Staub, who joined in 2022, has been pivotal in overseeing compliance and ensuring regulatory excellence [4][5] - Duncan McGinn serves as both a banker and an analyst for Truxton Capital Advisors, providing research and market analysis [5] Company Overview - Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals and their business interests [6] - Founded in 2004 in Nashville, Tennessee, Truxton emphasizes delivering sound financial advice and customized solutions to complex financial needs [6]
Truxton Corporation Announces Quarterly Cash Dividend
Globenewswire· 2025-04-24 13:00
Core Points - Truxton Corporation has announced a quarterly cash dividend of $0.50 per common share, payable on June 25, 2025, to shareholders of record as of June 11, 2025 [1] Company Overview - Truxton Corporation is a financial holding company and the parent of Truxton Trust Company, providing wealth, banking, and family office services to wealthy individuals and their families [2] - Founded in 2004 in Nashville, Tennessee, Truxton emphasizes a guiding principle of doing the right thing while serving clients globally with customized financial solutions [2]