Browsing: Advisor

Donald Trump Jr. agreed to end his advisory role with the prediction market Kalshi shortly after Trump Jr.’s venture capital firm made a large investment in its competitor, Polymarket.

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Financial services company Ameriprise Financial (NYSE:AMP) met Wall Street’s revenue expectations in Q3 2026, with sales up 7.2% year on year to $5.08 billion. Its non-GAAP profit of $11.26 per share was 4.3% below analysts’ consensus estimates.

SURPRISE, Ariz., Oct. 28, 2026 (GLOBE NEWSWIRE) — SenesTech, Inc. (NASDAQ: SNES), an innovator in rodent control, today announced that it has engaged Portland, Oregon-based Sandstrom Partners, Inc. (“Sandstrom”) as a strategic advisor with the goal of accelerating sales. To support this initiative, the Company intends to draw on Sandstrom’s “tool box” of brand development…

New launches tackle succession planning, AI-driven email management and heir retention ahead of the great wealth transfer OCT 23, 2026 By Leo Almazora

BAKERSFIELD, Calif. (KBAK/KBFX) —A new Prudential survey finds that 86 percent of Americans nearing or already in retirement don’t feel comfortable spending their savings on things they enjoy.

Justin Ferri, chief operating officer at Focus Financial Partners Nevis joins Jump at RIA platform Focus as both vendors’ AI tools aim to handle account opening and notetaking. OCT 19, 2026 By Andrew Cohen

Matan Grinberg, co-founder and CEO of the AI coding startup Factory, said in a post on X on Wednesday that he fired VC Chris Degnan from his role as a board advisor. Grinberg alleges that Degnan shared confidential information with Factory’s biggest competitor, Cognition.

Online paid directories. Third-party referral services. Client testimonials. There are any number of different marketing levers that financial advisors can push or pull to try to grow their business. But which ones really deliver ROI for advisory firms, and which don’t? 

A former East Bay financial adviser was sentenced on Wednesday to nine years in federal prison for running a decades-long Ponzi scheme that defrauded investors out of nearly $10 million, authorities said.