8/15/2025 | Benjamin Edwards Inc. | 53,848 | $905K | 0.0% | -18.6% | 0.000% | |
8/15/2025 | Bank of America Corp DE | 33,039 | $555K | 0.0% | +3.2% | 0.000% | |
8/15/2025 | Ameriprise Financial Inc. | 14,613 | $246K | 0.0% | +8.3% | 0.000% | |
8/14/2025 | Raymond James Financial Inc. | 203,086 | $3.41M | 0.0% | -8.3% | 0.000% | |
8/13/2025 | Guggenheim Capital LLC | 124,973 | $2.10M | 0.0% | +24.4% | 0.000% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 7,520 | $126K | 0.0% | -7.5% | 0.000% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 41,559 | $698K | 0.0% | +50.8% | 0.000% | |
8/7/2025 | Allworth Financial LP | 2,000 | $34K | 0.0% | N/A | 0.000% | |
8/5/2025 | Shaker Financial Services LLC | 70,478 | $1.18M | 0.4% | -6.5% | 0.000% | |
8/1/2025 | Transcend Capital Advisors LLC | 11,661 | $196K | 0.0% | +14.1% | 0.000% | |
Get the Latest News and Ratings for LGI and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Lazard Global Total Return and Income Fund and its competitors with MarketBeat's FREE daily newsletter.
|
7/8/2025 | Strategic Advocates LLC | 60,438 | $1.02M | 0.3% | +7.5% | 0.000% | |
5/16/2025 | Integrated Wealth Concepts LLC | 132,056 | $2.04M | 0.0% | -2.3% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 39,817 | $614K | 0.0% | +30.9% | 0.000% | |
5/13/2025 | Elequin Capital LP | 3,460 | $53K | 0.0% | N/A | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 221,456 | $3.41M | 0.0% | -34.4% | 0.000% | |
5/12/2025 | Invesco Ltd. | 22,975 | $354K | 0.0% | -16.2% | 0.000% | |
5/12/2025 | Benjamin Edwards Inc. | 66,124 | $1.02M | 0.0% | -4.3% | 0.000% | |
5/12/2025 | Wolverine Asset Management LLC | 193,593 | $2.98M | 0.0% | +297.3% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 75,389 | $1.16M | 0.5% | +142.1% | 0.000% | |
5/8/2025 | Strategic Advocates LLC | 56,242 | $867K | 0.3% | N/A | 0.000% | |
5/7/2025 | LPL Financial LLC | 173,244 | $2.67M | 0.0% | +7.3% | 0.000% | |
4/24/2025 | Transcend Capital Advisors LLC | 10,221 | $158K | 0.0% | -21.2% | 0.000% | |
4/22/2025 | Flagship Harbor Advisors LLC | 25,856 | $398K | 0.0% | +72.5% | 0.000% | |
4/11/2025 | Eagle Rock Investment Company LLC | 10,000 | $154K | 0.0% | -16.7% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 20,209 | $323K | 0.0% | -27.5% | 0.000% | |
2/17/2025 | Waverly Advisors LLC | 14,869 | $238K | 0.0% | N/A | 0.000% | |
2/17/2025 | Saba Capital Management L.P. | 650,215 | $10.39M | 0.2% | -48.6% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 34,398 | $550K | 0.0% | -6.6% | 0.000% | |
2/17/2025 | Benjamin Edwards Inc. | 69,085 | $1.10M | 0.0% | -14.7% | 0.000% | |
2/14/2025 | AQR Arbitrage LLC | 51,005 | $815K | 0.0% | -36.8% | 0.000% | |
2/14/2025 | Quarry LP | 1,976 | $32K | 0.0% | N/A | 0.000% | |
2/14/2025 | Integrated Wealth Concepts LLC | 135,139 | $2.16M | 0.0% | -3.9% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 85,751 | $1.37M | 0.0% | +2.2% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 31,145 | $498K | 0.2% | N/A | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 19,885 | $318K | 0.0% | -2.9% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 81,970 | $1.31M | 0.0% | +63.6% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 337,509 | $5.39M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 27,403 | $438K | 0.0% | -19.2% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 80,563 | $1.29M | 0.0% | +1.9% | 0.000% | |
2/11/2025 | LPL Financial LLC | 161,412 | $2.58M | 0.0% | +1.8% | 0.000% | |
Capital Gains Tax Strategies for Seniors (Ad) Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure.
SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation. Click here to see the three strategies and get matched with a financial advisor today. |
2/7/2025 | Blue Bell Private Wealth Management LLC | 11,644 | $186K | 0.0% | -34.9% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 337,509 | $5.39M | 0.0% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 25,259 | $404K | 0.0% | -12.5% | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 48,724 | $779K | 0.0% | N/A | 0.000% | |
1/28/2025 | Mezzasalma Advisors LLC | 32,049 | $512K | 0.2% | N/A | 0.000% | |
1/21/2025 | Flagship Harbor Advisors LLC | 14,988 | $240K | 0.0% | -6.6% | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 14,353 | $260K | 0.0% | N/A | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 42,337 | $713K | 0.0% | -5.6% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 83,928 | $1.52M | 0.0% | +9.6% | 0.000% | |
11/15/2024 | Integrated Wealth Concepts LLC | 140,643 | $2.55M | 0.0% | -3.6% | 0.000% | |
11/15/2024 | Benjamin Edwards Inc. | 80,958 | $1.47M | 0.0% | N/A | 0.000% | |
10/18/2024 | Raymond James & Associates | 245,127 | $4.45M | 0.0% | -58.4% | 0.000% | |
10/7/2024 | Eagle Rock Investment Company LLC | 12,000 | $218K | 0.0% | -7.7% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 44,832 | $698K | 0.0% | N/A | 0.000% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 72,430 | $1.21M | 0.0% | -1.3% | 0.000% | |
8/9/2024 | Cornerstone Advisors LLC | 7,194 | $120K | 0.0% | -95.2% | 0.000% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 21,113 | $352K | 0.1% | +82.1% | 0.000% | |
7/19/2024 | Raymond James & Associates | 588,950 | $9.81M | 0.0% | +19.6% | 0.000% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 27,959 | $466K | 0.0% | -2.3% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 24,178 | $395K | 0.0% | N/A | 0.000% | |
5/10/2024 | Cornerstone Advisors LLC | 150,758 | $2.46M | 0.1% | -37.0% | 0.000% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 73,416 | $1.20M | 0.0% | +3.5% | 0.000% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 11,593 | $189K | 0.0% | +3,764.3% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 121,145 | $1.98M | 0.0% | -19.9% | 0.000% | |
4/22/2024 | Raymond James & Associates | 492,521 | $8.04M | 0.0% | -18.1% | 0.000% | |
4/15/2024 | Eagle Rock Investment Company LLC | 16,903 | $276K | 0.1% | N/A | 0.000% | |
2/20/2024 | Quarry LP | 16,400 | $251K | 0.0% | N/A | 0.000% | |
2/13/2024 | Quantedge Capital Pte Ltd | 22,281 | $341K | 0.2% | +104.4% | 0.000% | |
2/13/2024 | 1607 Capital Partners LLC | 53,636 | $822K | 0.1% | N/A | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 27,752 | $425K | 0.0% | +5.3% | 0.000% | |
2/9/2024 | Cornerstone Advisors LLC | 239,394 | $3.67M | 0.2% | +47.9% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 29,860 | $457K | 0.2% | -2.5% | 0.000% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 70,913 | $1.09M | 0.0% | +14.0% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 125,643 | $1.93M | 0.0% | +6.5% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 3,999 | $61K | 0.0% | N/A | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 151,281 | $2.32M | 0.0% | -17.1% | 0.000% | |
1/16/2024 | Raymond James & Associates | 601,643 | $9.22M | 0.0% | -11.2% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 75,663 | $1.05M | 0.0% | +237.0% | 0.000% | |
11/14/2023 | Saba Capital Management L.P. | 10,688 | $148K | 0.0% | N/A | 0.000% | |
11/13/2023 | Quantedge Capital Pte Ltd | 10,900 | $151K | 0.1% | N/A | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 117,981 | $1.63M | 0.0% | +77.8% | 0.000% | |
11/9/2023 | Cornerstone Advisors LLC | 161,862 | $2.24M | 0.1% | +128.2% | 0.000% | |
11/9/2023 | UBS Group AG | 170,455 | $2.36M | 0.0% | -2.2% | 0.000% | |
11/8/2023 | Landscape Capital Management L.L.C. | 14,932 | $207K | 0.0% | +5.6% | 0.000% | |
11/6/2023 | RPO LLC | 86,209 | $1.19M | 1.3% | +22.2% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 30,640 | $424K | 0.2% | +69.6% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 182,421 | $2.53M | 0.0% | -20.7% | 0.000% | |
10/24/2023 | Raymond James & Associates | 677,573 | $9.38M | 0.0% | -2.0% | 0.000% | |
8/11/2023 | Cornerstone Advisors LLC | 70,926 | $1.11M | 0.1% | N/A | 0.000% | |
8/11/2023 | Landscape Capital Management L.L.C. | 14,138 | $221K | 0.0% | N/A | 0.000% | |
Why More Investors Are Using Family Trusts to Protect Their Wealth (Ad) For many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensuring wealth is passed on according to your wishes. Trusts may also provide shielding from creditors and lawsuits while offering potential tax advantages—especially with estate tax thresholds set to decrease in 2026.
If you’re considering whether a family trust is right for you, speaking with a fiduciary financial advisor can help you decide the best path forward. We’ve created a free tool that matches you with vetted advisors in your area—each legally bound to act in your best interest. Click here to get your free advisor matches and start planning your legacy today. |
8/7/2023 | Wolverine Asset Management LLC | 66,363 | $1.04M | 0.0% | +350.8% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 18,062 | $282K | 0.1% | -54.3% | 0.000% | |
7/31/2023 | LPL Financial LLC | 178,378 | $2.78M | 0.0% | -4.4% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 230,157 | $3.59M | 0.0% | -6.2% | 0.000% | |
7/25/2023 | Raymond James & Associates | 691,339 | $10.79M | 0.0% | +17.6% | 0.000% | |
5/10/2023 | Private Advisor Group LLC | 22,364 | $345K | 0.0% | N/A | 0.000% | |
5/10/2023 | LPL Financial LLC | 186,672 | $2.88M | 0.0% | -9.4% | 0.000% | |
5/8/2023 | Shaker Financial Services LLC | 39,518 | $610K | 0.3% | N/A | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 14,721 | $227K | 0.0% | -76.7% | 0.000% | |
5/3/2023 | 9258 Wealth Management LLC | 14,919 | $230K | 0.0% | -4.7% | 0.000% | |