Dallas-based independent broker-dealer Prospera Financial Services Inc. has introduced its new service, Planning Your Way, a comprehensive financial planning offering designed to assist advisors in delivering tailored financial plans. This program provides advisors with flexibility in choosing the appropriate level of support from paraplanners to meet the needs of their clients.
Pearl Diver Credit Company Inc. reported its financial results for the first quarter ended March 31, 2025. The quarter reflected a mix of increased investment income and higher expenses, along with market-driven unrealized losses affecting CLO equity valuations.
Ashland Place Finance LLC, a commercial aviation financing platform, has successfully completed two new financing facilities for Sirius Aviation Capital Holdings Limited. These facilities cover two A320-200 aircraft currently leased to Peach Aviation in Japan and Volaris in Mexico.
Merit Financial Advisors, a Georgia-based financial advisory firm, has announced the acquisition of Safeguard Wealth Management. This strategic move enhances Merit’s digital marketing capabilities, particularly through Safeguard’s successful YouTube platform, and adds $597 million in assets to Merit’s portfolio.
