Tag: In The News

Deal Announcement: Seven Brothers

Edward Jones has created Edward Jones Ventures, a new capability designed to support innovation through venture investing. Edward Jones Ventures identifies new ideas, opportunities and emerging technologies – prioritizing the viability of ideas that can meet client needs and serve new client segments.

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Crewe Capital Advises Porch Software on Their Series A

Edward Jones has created Edward Jones Ventures, a new capability designed to support innovation through venture investing. Edward Jones Ventures identifies new ideas, opportunities and emerging technologies – prioritizing the viability of ideas that can meet client needs and serve new client segments.

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Crewe Capital Expands Footprint to Michigan with Addition of Veteran Banker

Crewe Capital (Crewe), one of the nation’s leading boutique investment banks, is pleased to announce it has brought on Brian Basil to lead its investment banking efforts in Michigan as managing director. For more than 25 years, Basil has provided strategic mergers and acquisition advisory services across a broad range of industries. He joins a carefully curated team of investment bankers who have advised on hundreds of transactions, aggregating more than $250 billion in total value.

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Which Tax Forms Cause The Biggest Headaches?

Wealthy clients have an increased chance of encountering roadblocks during the tax form filing process. Wealth advisor Megan Slatter shares insight on the importance of being organized with Jeff Stimpson at Financial Advisor Magazine.

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Bad News Continues To Be Good News To Justify Fed’s Rate Pause

Our Partner Louise Goudy Willmering was on Schwab Network yesterday discussing market moves, where to look for opportunities, and 2024 economic expectations with Nicole Petallides:

“I think it is healthy for the yield curve to have some positive slope to it, and there should be some risk-reward payoff for holding those long-duration bonds.”

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