NEW YORK, NY – January 8, 2026 – Wedbush Securities and Wedbush Fund Advisers today rang the Opening Bell at the New York Stock Exchange in celebration of the success of its Dan IVES Wedbush AI Revolution ETF (Ticker: IVES). Launched in June 2025, IVES was created to provide access... Read More __ The post Wedbush Rings the NYSE Opening Bell in Celebration of the Dan IVES Wedbush AI Revolution ETF (IVES) appeared first on Wedbush Securities.

January is often associated with fresh starts, and when it comes to taxes, it’s also a smart time to step back and review the rules currently in place, the changes already scheduled under existing law, and the planning opportunities available today. Understanding what is already written into law, and what remains unchanged for now,... Read More __ The post Starting the Year Informed: Why January Is a Good Time to Review Your Taxes appeared first on Wedbush Securities.

The start of a new year offers something powerful: a clean financial slate. Whether your goals in 2026 include building savings, reducing debt, investing more intentionally, or simply maintaining spending discipline, the first quarter of the year is one of the most impactful time to put a plan in motion. With inflation moderating, wage... Read More __ The post Budgeting and Saving for 2026: A Smart Start to the New Year appeared first on Wedbush Securities.

The holiday season is a time for generosity, and for many, it’s also an opportunity to align their giving with their financial goals. Charitable contributions made before December 31 can not only support causes that matter to you but may also reduce your tax liability. Whether you prefer giving directly, through a donor-advised... Read More __ The post Giving With Intention: Maximizing the Impact of Year-End Charitable Donations appeared first on Wedbush Securities.

As the year comes to a close, investors often take a fresh look at their portfolios to ensure their strategy remains aligned with long-term goals. One of the most effective ways to improve after-tax returns is through tax-loss harvesting, a strategy that involves selling investments that have declined in value to... Read More __ The post Making the Most of Year-End: Smart Tax-Loss Harvesting Strategies appeared first on Wedbush Securities.

Long-term care (LTC) is a key part of a well-rounded financial plan, yet it’s often the most overlooked. Whether you’re planning for your own future or supporting aging family members, understanding your options and taking proactive steps can help ensure comfort, dignity, and financial security later in life. The Evolving... Read More __ The post Long-Term Care: Why Planning Matters Now appeared first on Wedbush Securities.

The holiday season is one of joy, connection, and giving, but it can also be a time of financial stress. Between travel plans, gifts, and festive gatherings, many families find themselves overspending in December and facing a financial “hangover” in January. By putting a plan in place now, you can... Read More __ The post Holiday Spending Strategy: Budgeting Smart for Gifts, Travel & Cheer appeared first on Wedbush Securities.

San Francisco, CA – October 30, 2025 – Wedbush Securities, a full-service financial services firm, today announced that Richard “Rick” Sherlund, one of Wall Street’s most respected technology bankers and research analysts, and his team at Sherlund Partners LLC have joined in partnership with Wedbush’s Disruptive Technology, Media & Sports... Read More __ The post Rick Sherlund, Wall Street Legend, Joins in Partnership with Wedbush Tech Investment Banking appeared first on Wedbush Securities.

Pasadena, CA – October 29, 2025 – Wedbush Fund Advisers today announced a major milestone as the Dan IVES Wedbush AI Revolution ETF (Ticker: IVES) has officially surpassed $1 billion in assets under management (AUM). The rapid growth of IVES reflects extraordinary investor enthusiasm for AI and the strength of... Read More __ The post The Dan IVES Wedbush AI Revolution ETF Breaks $1 Billion in AUM appeared first on Wedbush Securities.

Platform to simplify investing and access of top-tier alternative products for family office, wealth management, and self-directed clients NEW YORK, NY — October 28, 2025 — Alpha One Asset Management LLC, (“Alpha One”) a wholly-owned subsidiary of Wedbush Financial Services LLC, and Templum, the infrastructure powering the future of private... Read More __ The post Templum to Power Private Markets Platforms for Wedbush’s Alpha One Global Family Office appeared first on Wedbush Securities.

Los Angeles, CA – October 2, 2025 – Wedbush Securities, a leading financial services and investment banking firm, proudly announces the appointment of Lisa McClure Byrnes as Managing Director in its Disruptive Tech, Media & Sports Investment Banking group. Byrnes will be based in Boston, MA and brings more than... Read More __ The post Wedbush Securities Welcomes Lisa McClure Byrnes as Managing Director in Disruptive Tech, Media & Sports Investment Banking appeared first on Wedbush Securities.

Even as headline inflation cools somewhat, many Americans are still feeling the pinch when it comes to essentials. In August 2025, U.S. inflation rose 2.9% year-over-year, with core inflation (excluding food and energy) also up around 3.1%.[1] Meanwhile, costs for rent, utilities, and groceries continue to increase, stretching budgets.[2] With... Read More __ The post Inflation Still on the Menu: How to Manage Rising Costs This Fall appeared first on Wedbush Securities.

October presents both deadlines and opportunities. For many who filed for an extension, October 15, 2025 is the final day to submit your 2024 federal tax return.[1] Meanwhile, with Q4 approaching and year-end not far off, there are still tax moves clients can make now that impact 2025 and your... Read More __ The post October Tax Reminders & Year-End Financial Moves appeared first on Wedbush Securities.

Accelerated Growth Underscores Persistent Demand for Targeted AI Exposure Los Angeles, CA – September 23, 2025 – Wedbush Fund Advisers’ inaugural ETF, the Dan Ives Wedbush AI Revolution ETF (Ticker: IVES), has surpassed $750 million in assets under management (AUM) since its launch in June 2025, demonstrating strong investor demand... Read More __ The post Wedbush Fund Advisers’ IVES AI Revolution ETF Surpasses $750 Million AUM appeared first on Wedbush Securities.

As markets evolve toward 24/5 trading, participants across the industry are adapting front- and back-office operations and the underlying market infrastructure. Brokerages, trading platforms, and surveillance providers are updating systems, staffing, and workflows to support extended trading hours, while investors and institutional clients are adjusting strategies to take advantage of... Read More __ The post Trillium Surveyor & Wedbush: Lessons from the Frontlines of 24/5 Trading appeared first on Wedbush Securities.

Los Angeles, CA – September 8, 2025 – Wedbush Securities, a prominent financial services firm, is pleased to announce that Goodman Wealth Advisors (GWA) has joined the firm’s Independent Franchise Owner Network (IFON) from McDonald Partners. This addition significantly strengthens Wedbush’s wealth management presence and supports its ongoing expansion in... Read More __ The post Goodman Wealth Advisors Joins Wedbush Securities Wealth Management appeared first on Wedbush Securities.

The crisp air of September ushers in the fall season and an opportune time to reassess your financial strategies. With the end of the year approaching, taking proactive steps now can set you up for a strong financial finish. Back-to-Routine Budget Check: After the summer’s vacations and back-to-school expenses, it’s... Read More __ The post Fall Financial Reset: Preparing Your Budget & Investments for Year-End appeared first on Wedbush Securities.

Student Loan Repayments: Navigating the Return Under New Federal Rules As September begins, many borrowers face an important financial milestone: the end of federal grace periods and the start of a new repayment cycle under updated student loan rules. With recent legal and policy changes reshaping repayment options, this fall... Read More __ The post Student Loan Repayments: Navigating the Return Under New Federal Rules appeared first on Wedbush Securities.

Hermosa Beach, CA – August 26, 2025 – The Hermosa Beach Open presented by Wedbush returns September 4–7, bringing four days of elite professional beach volleyball, a $150,000 prize purse, and global spectators to Hermosa Beach. Admission is free for all attendees, offering fans the chance to experience the high-stakes... Read More __ The post The Hermosa Beach Open Presented by Wedbush Returns Sept. 4–7 with Defending Champions, $150,000 Prize Purse and Free Admission appeared first on Wedbush Securities.

Los Angeles, CA – August 13, 2025 – Wedbush Securities, a prominent financial services firm, proudly announces that William Floyd has joined its Wealth Management division as a Financial Consultant. Floyd will report into the Dallas, TX office and continue Wedbush’s expansion in the area. Floyd joins from Texas Capital... Read More __ The post Wedbush Securities Welcomes William Floyd as a Financial Consultant in Dallas, Texas appeared first on Wedbush Securities.

Last Call for Back-to-Business Tax Strategies August might signal the final stretch of summer, but it’s also a strategic window for business owners, gig workers, and freelancers to sharpen their tax and financial planning. As the slower pace of summer gives way to a busy fall, now is the time... Read More __ The post Last Call for Back-to-Business Tax Strategies appeared first on Wedbush Securities.

Mid-Year Market Pulse: What to Watch in the Second Half of 2025 As we move into the second half of 2025, it’s a prime opportunity for investors to pause, reflect, and recalibrate. The first half of the year has been shaped by continued economic resilience, evolving Federal Reserve policy, and... Read More __ The post Mid-Year Market Pulse: What to Watch in the Second Half of 2025 appeared first on Wedbush Securities.

Los Angeles, CA – July 17, 2025 – Wedbush Securities, a prominent financial services firm, has hired Daniel Shea as Managing Director in its Consumer & Diversified Industries Investment Banking group. In this role, Shea will play a key part in expanding and strengthening Wedbush’s Consumer & Diversified Companies investment... Read More __ The post Wedbush Securities Welcomes Daniel Shea as Managing Director of Consumer & Diversified Industries Investment Banking appeared first on Wedbush Securities.

Los Angeles, CA — July 15, 2025 — Wedbush Securities, a leading financial services firm, has launched 24-hour trading capabilities, with clients already actively leveraging the service to access markets around the clock. Through strategic partnerships with Blue Ocean Technologies and OTC Markets Group, Wedbush delivers seamless market access across... Read More __ The post Wedbush Securities Expands Global Market Access with 24-Hour Capital Markets Trading appeared first on Wedbush Securities.

New Sponsors goodr and Michelob Ultra Join the Lineup; More Sponsorship Opportunities Available Hermosa Beach, CA — July 9, 2025 — The countdown is on! Player registration for Wedbush Presents the Hermosa Beach Open is now open. Register here to join the tournament, taking place September 4-7, 2025. As one... Read More __ The post Player Registration Now Open for “Wedbush Presents The Hermosa Beach Open” Professional Beach Volleyball Tournament – September 4-7, 2025 appeared first on Wedbush Securities.