Haidar’s Hedge Fund Loses 33% With Assets Plunging By $4 Billion
Hedge fund manager Said Haidar, known for his highly leveraged macro trades, is in the middle of his worst-ever losing streak.
Carson Group Is Advancing Its Succession Strategy
Carson Group, one of the nation’s largest registered investment advisors (RIAs), is advancing its succession planning strategy.
The Stock Market's Momentum Is Poised For A Shift In 2025
The stock market's momentum in the United States is poised for a shift in 2025, warns Ruchir Sharma, chairman of Rockefeller International.
Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology
Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced today the completion of its acquisition of Summit Wealth Systems, an award-winning advisor technology provider. As part of the transaction, Summit’s co-founder and CEO, Reed Colley, joined Orion today as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen. The definitive agreement was announced December 19, 2024, and further transaction details will not be disclosed.
GeoWealth: What's New On The Model Marketplace
GeoWealth’s third-party Model Marketplace is designed to offer access, choice, and flexibility to investment advisors and Home Offices looking to outsource portfolio construction decisions. Our Model Marketplace features 750+ investment strategies - both SMAs and UMAs - from 75+ third-party asset managers.