FNZ to acquire fellow wealth management company DIAMOS

FNZ to acquire fellow wealth management company DIAMOS

FNZ has agreed to acquire specialised WealthTech provider DIAMOS to enhance its global wealth management platform.

GDS Wealth Management – Why I Became a Financial Advisor

I always knew I wanted to serve people because that’s what my parents did. That was my upbringing. I grew up with amazing parents that dedicated their lives to serving others.

Glen D. Smith, CFP®, CRPC®
1029 Long Prairie Road, Suite C | Flower Mound, TX 75022 | 469-212-8072
[email protected] | https://www.glendsmithandassociates.com

The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance does not guarantee future results. Investment advice offered through GDS Wealth Management, a registered investment adviser.

Bearish but Priced In | The Compound and Friends 86

On episode 86 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jurrien Timmer to discuss what’s going on with banks, what’s changed since Jurrien’s 2022 TCAF appearance, the Fed and the market, S &P technicals, gold, Bitcoin, and much more!

Thanks to Public for sponsoring this episode. Go to https://public.com/ to start getting a 4.8% yield on your cash. Yield is gross of fees, see public.com/invest/treasuries website for terms, risks and assumptions.

More from Jurrien:

00:00 – Intro
03:22 – Markets
12:36 – Deposits
17:56 – Supercycles
28:05 – Megacap Tech
32:46 – The Fed
42:18 – Inflation
47:03 – Speculators
53:01 – Fed Assets
55:50 – Financial Conditions
59:43 – Technicals
01:04:21 – Gold
01:13:03 – The Flatiron Bidding War
01:16:34 – Commercial Real Estate
01:18:42 – Favorites

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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertisin…. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-yo…

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Advisor Testimonials By Optimize Wealth Management

We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours. At Optimize Wealth Management, we provide our clients with personalized financial solutions and advice to help them at every stage of their lives.

Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, debt management, and estate planning. The cornerstone of our service rests in effectively matching our clients’ financial and life goals with a personalized strategy and overall customer service experience which will exceed their goals in every respect.

Our website: https://www.optimize.ca

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Opening up Wealth: Re-aligning the Industry Landscape with Investors

In this video interview, Adrian Durham, FNZ Group CEO, shares his insights on the future of the wealth management industry, including the importance of transparency, personalization, and market leading technology – and how these factors play a crucial role in creating a better experience for all. He also highlights how FNZ is re-aligning the industry value-chain to better serve the needs of today’s investors.
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