Innova Wealth Partners Has $1.44 Million Stock Position in Microsoft Co. (NASDAQ:MSFT)

Innova Wealth Partners increased its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 8.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,236 shares of the software giant’s stock after buying an additional 337 shares during the quarter. Microsoft … Read more

Former CFPB Director Kraninger named to lead Florida Bankers Association

Kathy Kraninger, former director of the Consumer Financial Protection Bureau from 2018 to 2021, was recently named CEO of the Florida Bankers Association. Bloomberg News Kathy Kraninger, the former director of the Consumer Financial Protection Bureau in the Trump administration, has been named CEO of the Florida Bankers Association. Alex Sanchez, the Florida bank trade … Read more

Microsoft Co. (NASDAQ:MSFT) Shares Purchased by FRG Family Wealth Advisors LLC

FRG Family Wealth Advisors LLC increased its stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 0.5% in the second quarter, Holdings Channel reports. The firm owned 148,107 shares of the software giant’s stock after buying an additional 690 shares during the quarter. Microsoft accounts for approximately 11.0% of FRG Family Wealth Advisors … Read more

Fincen announces Shinhan Bank America will pay $15M for BSA Violations

Picasa/Jarretera – stock.adobe.com WASHINGTON — The Financial Crimes Enforcement Network announced Friday a $15 million civil penalty against New York City-based Shinhan Bank America for willful violations of the Bank Secrecy Act involving transactions connected to tax evasion, public corruption and money laundering. “SHBA willfully disregarded its obligations under the [Bank Secrecy Act] to maintain … Read more

Microsoft Co. (NASDAQ:MSFT) Holdings Raised by Acropolis Investment Management LLC

Acropolis Investment Management LLC increased its position in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 2.5% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 16,135 shares of the software giant’s stock after purchasing an additional 401 shares during the period. Acropolis Investment Management LLC’s holdings in Microsoft were worth $5,494,000 as of … Read more

How to Choose a Financial Advisor: 2024 Guide

4. Consider how much you can afford to pay your financial advisor Part of your search for a financial advisor will be checking your budget to see how much you can afford to spend. In general, there are two broad categories of financial advisor fee structures: commission-based advisors and fee-only advisors.  Commission-based advisors earn commissions … Read more

Microsoft Co. (NASDAQ:MSFT) Position Boosted by Consilium Wealth Advisory LLC

Consilium Wealth Advisory LLC increased its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 18.3% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 12,815 shares of the software giant’s stock after purchasing an additional 1,986 shares during the quarter. Microsoft … Read more

3 Ways Generative AI Will Transform Banking

One year after ChatGPT’s public launch, generative AI is probably still the hottest topic in the world of business—and with good reason. Research suggests gen AI could add almost $7 trillion to global GDP. So what, exactly, will gen AI mean for banks? Much of the conversation today around the technology generates more heat than … Read more