Heritage Insurance Holdings has recently revealed its plans to conduct an underwritten public offering of 3.7 million shares at a price of $6.75 each. As a result, the company's shares experienced a significant decrease of 14% and are currently trading at $6.35. Despite this setback, Heritage's stock has witnessed impressive growth of 255% throughout the year. Primary Offering … [Read more...] about Heritage Insurance Holdings Announces Underwritten Public Offering
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Merrill Lynch Sees Growth in Financial Advisor Headcount and Client Base
In a recent announcement, Merrill Lynch revealed that its financial advisor headcount had increased by approximately 175 in 2023. Furthermore, the Bank of America wealth management unit and its private bank witnessed an impressive 45% surge in ultrahigh-net-worth clients. These developments were highlighted in the company's fourth-quarter earnings report. The combined efforts … [Read more...] about Merrill Lynch Sees Growth in Financial Advisor Headcount and Client Base
Finding a Financial Advisor for Real Estate Decisions
Question: I’m looking for a financial advisor who’s not looking to just sell me some annuities or equities. I have five properties; three are not producing as they should because they’re in a tough location, so I’m looking to see if liquidating them would provide a better retirement than being a landlord. I’m 66, not yet collecting Social Security, which will be fairly low as I … [Read more...] about Finding a Financial Advisor for Real Estate Decisions
