Reposition
ProVise Management Group, LLC is a fee-based, SEC-registered investment adviser based in Clearwater, Florida founded in 2002. ProVise Management Group, LLC is owned by Kestra Financial, Inc., an indirect subsidiary of Kingfish Holding, LP which also owns other registered investment advisers, broker-dealers, insurance agencies, a trust company and other financial service providers. ProVise Management Group, LLC provides investment advisory services and financial planning and consulting services to clients including individuals, retirement plans, trusts, estates, charitable organizations, and corporations and other businesses.
The Bank of England held interest rates at 4.25% as expected on Thursday but said it was focused on risks from a weaker labour market and higher energy prices as conflict in the Middle East escalates....
BMO Financial Group has signed a deal to buy Burgundy Asset Management Ltd. for $625 million in shares. Burgundy provides discretionary investment management for private clients, foundations, endowmen...
Coinbase, the leading crypto exchange in the U.S., is reportedly seeking regulatory approval to offer “tokenized equities” on its platform, a move that would put the company in direct competition with...
There was plenty of enthusiasm for the fundraising and dealmaking outlook at this year’s SuperReturn conference of private equity professionals, but also an acknowledgment that the IPO market has stal...
A leading economist contends a recession is now more likely than not due to the Trump administration’s trade wars, and that the U.S. could suffer the biggest “stagflationary” shock in decades. “We may...
The personal consumption expenditures price index, the Federal Reserve’s key inflation measure, increased just 0.1% for the month, putting the annual inflation rate at 2.1%. Core inflation also was at...
The People’s Bank of China trimmed the 1-year loan prime rate to 3.0% from 3.1%, and the 5-year LPR to 3.5% from 3.6%. A slew of state-backed commercial lenders moved to cut their deposit rates by as...
In October 2022, shortly after Credit Suisse launched a major business restructuring and the credit-rating agencies announced they were downgrading the Swiss bank’s debt, adding to the turmoil that wa...
Moody's downgraded the U.S. sovereign credit rating on Friday due to concerns about the nation's growing, $36 trillion debt pile, in a move that could complicate President Donald Trump's efforts to cu...
Private credit exists as an essential part of the capital spectrum, especially for firms that cannot get, or choose not to get, traditional bank channels. The private credit firms — including venture ...
