Jennifer Reed

1 week ago | einnews.com | Jennifer Reed

Current, leading EV infrastructure investor, teams up with InCharge, leading provider of EV charging, software & service, to expand charging, rideshare access. These technologies cut emissions while providing a comfortable riding experience. Integrating them into rideshare fleets will ...

1 week ago | fa-mag.com | Jennifer Reed

There are a few ways to rebalance a portfolio, but a new study suggests that the best method is to not rebalance at all. Researchers found that while rebalancing does help align portfolios to client risk tolerance, the strategy negatively impacts performance by moving assets into lower-performing sectors and racking up costs in the form of time, transaction fees and taxes.

1 week ago | fa-mag.com | Jennifer Reed

A managing partner at Global Wealth Partners in Houston has launched his own registered investment advisor, Alteris Capital Partners.   Tom Kennedy's registration for Alteris Capital was approved by the SEC last month under rules that give new firms four months to achieve $100 million in assets under management and other registration requirements, according to the firm’s Form ADV.

2 weeks ago | thestar.com.my | Rick Rojas |Kalyn Wolfe |Jennifer Reed

IN southernmost Louisiana, where the land on the map looks like grains of rice and okra in a bowl of gumbo, the body of water alongside it has always played a potent role. It has carried in ancestors, allowed for the industries that became the region’s backbone, delivered devastating storms and eroded the coast at an increasingly aggressive rate.

2 weeks ago | fa-mag.com | Jennifer Reed

Dallas-based broker-dealer Prospera Financial Services has bought Cutter & Co., a St. Louis broker-dealer with $2 billion in client assets, according to a press release. The acquisition is intended to expand $22 billion Prospera’s culture by integrating a similarly run firm, said Tim Edwards, Prospera’s chairman and co-CEO. “They are really advisor-centered and a high-touch service model. That aligns with us and fits into what our mission is at Prospera,” Edwards said in an interview.