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Investments & Wealth Institute and CEG Worldwide Announce Research Partnership to Accelerate Success for Financial Advisors and Elevate HNW Client Experiences

Investments & Wealth Institute

The Investments & Wealth Institute (the Institute)—the premier professional association, education provider, and standards body for financial advisors—has announced its partnership with CEG Worldwide, an elite financial advisor coaching, research, and consulting firm, at the Institute’s flagship annual conference, Experience 2024, in Las Vegas. CEG Insights —CEG Worldwide’s research arm dedicated to providing knowledge of the concerns and expectations of high-net-worth (HNW) families and the best practices of the industry’s top financial advisors—will collaborate with the Institute to create several types of research deliverables to enterprise, team, and individual stakeholders who serve or aspire to serve HNW clients. “At the Investments & Wealth Institute, our mission is to deliver premier investment and wealth management education to help financial advisors better serve their clients,” said Sean R. Walters, CAE®, Chief Executive Officer for the Institute. “Our 2023 Institute member-needs survey indicated that nearly 70 percent of our members already find Investments & Wealth Research —a component of the Institute’s Investments & Wealth Monitor publication—to be a valuable member benefit. We expect this partnership with CEG Worldwide to further enhance our research offering as CEG has an unparalleled understanding of how elite advisors who operate in the HNW space can further elevate their practices to be successful and provide even more successful outcomes for clients.” “Our collaboration with the Investments & Wealth Institute is a game-changer for financial advisors who serve high-net-worth clients,” said John Bowen, Founder and Chief Executive Officer of CEG Worldwide. “By combining the Institute's deep industry knowledge with CEG's expertise in understanding the needs and expectations of wealthy families, we will create powerful resources that enable advisors to elevate their practices and deliver unparalleled value.” The research partnership in its first year includes: Custom & Semi-Custom Research Reports for Corporate Clients —The Institute and CEG Insights will jointly develop and deliver co-branded, custom research to interested Institute enterprise (firm-level) clients who seek help in solving the needs that their advisor teams have to be able to improve and grow their businesses and better serve HNW clients. The topic of these research projects will be driven by the enterprise client and based on a negotiated fee agreed upon by the Institute, CEG Insights, and the enterprise client involved. Wealth Management Mastery Series —CEG Insights already offers a subscription service to its stakeholders via the Wealth Management Mastery Series, a highly regarded research series that provides a wide range of knowledge and strategies for successfully serving HNW clients. The Institute will help promote a curated version of the Mastery Series to its enterprise clients who represent potential prospects for CEG in an effort to further expand awareness and adoption. Investments & Wealth Research Series —Since 2008, the Investments & Wealth Monitor has provided IWI members with a quarterly research publication called Investments & Wealth Research. This informative series delivers practice-oriented topics designed to help members better serve their clients and distinguish their expertise in a global, and highly competitive marketplace. CEG Insights will work with IWI editorial staff to develop and deliver new research findings as part of this series. The May/June Investments & Wealth Monitor will feature an article by CEG's Bowen on bridging the wealth management divide. The article will reveal substantial gaps between the services advisors report providing and what clients perceive they receive. At Experience, Bowen will present CEG Insights' latest findings, suggesting that now is an ideal time to work with affluent entrepreneurs: 20% of those surveyed, with an average of $15.6 million in assets, will likely change advisors within two years. ABOUT INVESTMENTS & WEALTH INSTITUTE Founded in 1985, the Investments & Wealth Institute is the premier professional association, education provider, and standards body for financial advisors. Through its award-winning events, publications, courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) certifications—the Institute delivers Ivy league-quality, highly-practical education to more than 30,000 practitioners annually in over 40 countries. Members of the Institute include the industry's most successful investment consultants, advanced financial planners, and private wealth managers who embrace excellence and ethics in applying a broad set of knowledge and skills in their daily work with clients. Learn more at www.investmentsandwealth.org. ABOUT CEG WORLDWIDE & CEG INSIGHTS CEG Worldwide and CEG Insights are recognized providers of research, coaching, and consulting services for financial advisors and the wealth management industry. Specializing in serving high-net-worth clients, CEG Worldwide offers business development strategies, coaching, and training to help advisors grow their practices and build successful businesses. CEG Insights, the research arm of CEG Worldwide, researches the needs and expectations of wealthy families and the best practices of top advisors. Together, CEG Worldwide and CEG Insights support advisors in achieving success, delivering excellent client experiences, and navigating the evolving industry landscape. Learn more at www.cegworldwide.com and www.ceginsights.com. Contact Details Investments & Wealth Institute Allison Edmondson +1 303-850-3207 aedmondson@i-w.org Company Website https://investmentsandwealth.org

April 09, 2024 11:00 AM Eastern Daylight Time

Cooper Metals makes substantial progress at Brumby Ridge; assays due shortly

COOPER METALS LIMITED

Cooper Metals Ltd (ASX:CPM) managing director Ian Warland tells Proactive’s Jonathan Jackson that the company is making substantial progress at its Brumby Ridge Project in northwest Queensland, having recently completed a significant drilling campaign. The campaign comprised four diamond drill holes spanning 1,054 metres and five reverse circulation (RC) drill holes covering 1,044 metres. With around 500 samples under analysis at a laboratory in Mount Isa, expectations are high for the late April results. The drilling has yielded positive preliminary findings, notably from three scissor holes which followed up on a previous drill hole that encountered 71 metres at 2.8% copper. One such hole, 24MERC003, revealed over 60 metres of visual disseminated sulphides and intersected a mineralised fault breccia zone, suggesting a complex geological structure at play. Warland expressed optimism about the project's potential, noting the extensive disseminated sulphides and the mineralised fault breccia zone's significance. Despite current weather-related pauses in drilling, plans are set to resume shortly, with a comprehensive RC drilling program targeting multiple prospects. Cooper Metals is poised for a busy period of exploration and development, aiming to further uncover the extent and grade of the mineralisation at Brumby Ridge and surrounding prospects. With the assays pending and further drilling on the horizon, the company is at a pivotal point in assessing the full potential of this promising project. Contact Details Proactive Investors Jonathan Jackson +61 413 713 744 jonathan@proactiveinvestors.com

April 09, 2024 10:30 AM Eastern Daylight Time

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Accelerate Resources locks in heritage surveys ahead of drilling at Prinsep Lithium Project

Accelerate Resources Ltd

Accelerate Resources Ltd (ASX:AX8) CEO Luke Meter sits down with Jonathan Jackson in the Proactive studio to discuss how the company is on the brink of starting its maiden drilling program at the Prinsep Lithium Project in Western Australia. Meter emphasises the completion of Heritage and Ethnographic surveys in collaboration with the Ngarluma Aboriginal Corporation (NAC). Scheduled for mid-April, these surveys will span the 1.8-kilometre strike of both northern and southern lithium pegmatite trends at Prinsep. This area is notable for its promising rock chip assays, reporting lithium grades as high as 2.06%. Meter expressed gratitude to the NAC for their swift action in scheduling the heritage survey, underscoring the importance of their partnership as the project progresses. He also highlighted the rapid advancements in the project timeline, with the heritage surveys acting as a precursor to the drilling phase. The Program of Works, detailing the exploration and drilling plans over the surveyed areas, is under review by the Department of Energy, Mines, Industry Regulation and Safety. Accelerate Resources is poised to begin drilling immediately upon receiving the necessary approvals, marking a significant step forward in exploiting the lithium potential at Prinsep. Contact Details Proactive Investors Jonathan Jackson +61 413 713 744 jonathan@proactiveinvestors.com

April 09, 2024 10:30 AM Eastern Daylight Time

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Far East Gold logs high-grade gold, boosts strike at Woyla’s Victory Vein

FAR EAST GOLD LTD

Far East Gold Ltd (ASX:FEG) CEO Shane Menere chats to Proactive’s Elisha Newell after the company dug into high-grade gold at the Woyla project’s Aloe Rek prospect in Indonesia. Field mapping completed across the Woyla tenure also indicates that a low-sulphidation epithermal gold vein system, known as Victory Vein, extends to 18.5 kilometres (up substantially from the previous 13-kilometre reading). Menere says that while the high grade gold encountered in Aloe Rek’s first drill hole is certainly encouraging, the newly identified 5.5-kilometre stretch at Victory Vein represents an exciting exploration opportunity that’s yet to be drill tested. Contact Details Proactive Investors Jonathan Jackson +61 413 713 744 jonathan@proactiveinvestors.com

April 09, 2024 10:20 AM Eastern Daylight Time

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Evion Group begins expandable graphite production in India

EVION GROUP NL

Evion Group NL (ASX:EVG) finance director David Round talks to Proactive about the commencement of expandable graphite production in India. Round shares insights into commissioning, the operational ramp-up, strategic plans for the expandable graphite plant and the anticipated growth trajectory in the near to medium term. The company plans to become a leading supplier of expandable graphite material to the existing and the growing expandable graphite market. Round also delves into the company's feed supply and offtake arrangements, ensuring stability and market presence. Addressing global market trends, Round evaluates the implications of China's graphite export regulations and their potential impact on Evion's market positioning and opportunities. Contact Details Proactive Investors Jonathan Jackson +61 413 713 744 jonathan@proactiveinvestors.com

April 09, 2024 10:15 AM Eastern Daylight Time

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Kula Gold continues 2024 gold focus

KULA GOLD LIMITED

Kula Gold Ltd (ASX:KGD) managing director Ric Dawson sits down with Proactive’s Jonathan Jackson to discuss the strides that the company is making in gold exploration, which is its primary focus in 2024. The company recently reported promising gold mineralisation, with notable assays at the historic Camilleri Mine and Jarvis prospects, indicating gold grades up to 11.2 g/t. This discovery aligns with Kula Gold’s strategic focus on gold and lithium across Western Australia, including the Kirup and Marvel Loch projects. Kula Gold is advancing its exploration endeavours near historical gold mines and the company’s diversified portfolio and strategic land holdings in mineral-rich regions underscore its potential for hosting significant deposits. Contact Details Proactive Investors Jonathan Jackson +61 413 713 744 jonathan@proactiveinvestors.com

April 09, 2024 10:15 AM Eastern Daylight Time

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Adro closes $1.5M pre-seed to give U.S. newcomers improved access to financial services

Adro

Adro, a New York-based fintech making financial services more accessible for international students and workers, announced today its $1.5M pre-seed funding round led by Era, with participation from Ex Nihilo Ventures and the Cornell Tech Syndicate. With no Social Security Number and limited U.S. credit history, international students and workers struggle to access basic banking upon arrival. Led by Amarildo Gjondrekaj (formerly of Mastercard, Harness), Sara Schmitt (Amazon, Epic) and Kevin DeArmond (Uber, Titan), Adro offers newcomers an easy on-ramp to move money, spend and save, right when they land. “Once in the U.S., internationals face significant barriers to starting their lives in a new country, despite having cash available. It can take weeks to open the accounts they need, like getting a debit card and credit card. This makes it that much harder to find an apartment, rent a car and pay for living expenses,” said Amarildo Gjondrekaj, CEO and Co-founder at Adro. “We’re giving students the financial tools they need to get settled in, and making it accessible the moment they get off the plane.” With a planned launch for later this year, Adro will offer checking and savings accounts, as well as debit and credit cards. Adro will also provide partial reimbursement on the costs associated with international money transfers, and allow customers to start building credit from the day they arrive in the U.S. Through its partnerships with university student services, international student offices and academic departments, Adro provides comprehensive educational resources to help students improve financial literacy and avoid scams. “In increasing access to banking services for a hugely underserved market, Adro has the potential to make a real impact on people’s lives,” said Jasper Lau, CEO at Era. “When financial literacy increases, everyone wins. We look forward to supporting Adro as they scale.” “We believe that having equitable access to financial services can help newcomers find stability and thrive. We’re proud to be an early investor of Adro.” said Kevin Hannan, Chief Investment Officer at Ex Nihilo Ventures. Adro will use the funding to scale its engineering team and accelerate development of the platform. Adro will operate in all states and districts in the United States at launch. For early access, join the waitlist at www.joinadro.com. For universities looking to increase their on-time tuition payments and help students spend responsibly, visit www.joinadro.com/university. -- About Adro Adro is a technology company helping internationals unblock access to financial services so they can live like a local. Based in New York, Adro is backed by investors who deeply believe in equal access and opportunity for newcomers arriving in the U.S. Adro was selected to join the 2024 Hudson Valley Venture Hub Accelerator at SUNY New Paltz. Adro is a graduate of Westchester County’s Element 46 Tech Accelerator and a member of CELA Innovation. To learn more, visit www.joinadro.com. About Era Founded by Jasper Lau, Era is a technology-focused investment firm backed by 30+ industry-leading, multi-billion dollar families who represent $500B+ across 25 industries in 19 countries. Era harnesses the collective knowledge and strategic capital of our families to invest in and build category-defining technology companies. www.erafunds.com About Ex Nihilo Ventures Ex Nihilo Ventures is a private multi-family investment fund, partnering with early-stage startups to help grow innovative, game-changing businesses. Ex Nihilo brings a deeply collaborative approach to its portfolio companies to drive high value impact globally. Contact Details Adro Kat Wong Too Yen, Director of Marketing kat@joinadro.com

April 09, 2024 10:06 AM Eastern Daylight Time

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pSTAKE Finance to Launch stkSOL, a New Solana Liquid Staking Solution

pSTAKE

pSTAKE Finance, a Binance Labs-backed multichain liquid staking protocol for BNB Chain, Cosmos, dYdX, and more, has announced plans to launch stkSOL, a new Solana liquid staking solution with a focus on high yields and decentralization. Built on top of the Solana Stakepool program, stkSOL allows customizability similar to that of other Solana LSTs such as jitoSOL, mSOL, and bSOL. stkSOL will optimize for decentralization and high yields using MEV supporting validators. To mark the launch, pSTAKE Finance is also announcing its “Grow your PP” incentivization and marketing campaign, a key differentiator for Solana holders and a chance to rack up $PSTAKE points (PP). Solana addresses would receive their initial PP based on certain criteria, such as holding Madlads, holding WIF, liquid staking SOL with other protocols, power DeFi users, and more, aligning with the culture of the Solana Community. Through this targeted behavior incentivization program, users can grow the size of their PP via actions like liquid staking SOL, using stkSOL in DeFi, and more, raking in TVL from other Solana liquidity staking solutions as well as native stakers. The bigger a user’s PP size, the bigger their pSTAKE airdrop. Liquid staking, once exclusively associated with the Ethereum blockchain, represents a massive opportunity on Solana. Much of Solana’s SOL tokens are staked, but only a fraction of those are in liquid staking protocols. With Solana’s existing staking market cap of $50.5 billion, more liquid staking could significantly change DeFi on Solana. The introduction of stkSOL can unlock significant yield opportunities, made even more enriching by the inclusion of pSTAKE Finance’s Grow your PP incentive program. “The launch of stkSOL is the latest move by Persistence to empower the liquid staking and restaking economy. The ‘Grow your PP’ campaign aims to incentivize both new and existing SOL holders and reward those who participate in the broader ecosystem. There are tremendous untapped opportunities for liquid staking on Solana, and stkSOL, helped along by the incentive program, helps users take advantage while supercharging their rewards earnings opportunities,” said Persistence co-founder and head of strategy Mikhil Pandey. With the addition of Solana, pSTAKE Finance will grow its cross-chain Total Addressable Market to $170 billion, becoming the only multi-chain liquid staking protocol on SOL, BNB, and Cosmos all at the same time. Currently, pSTAKE plans to launch stkSOL in early May. About pSTAKE pSTAKE Finance currently provides liquid staking solutions for Cosmos Hub, BNB chain, dYdX, Osmosis, and more chains, backed by Binance Labs. Like Lido or Jito, users can stake assets and receive liquid staked tokens (stkTokens) that can be used in DeFi to generate additional yield. pSTAKE Finance has one of the lowest liquid staking fees in the industry and is the only LST protocol integrated with Ceffu Global (Binance Custody). Investors in pSTAKE Finance include Binance Labs, DeFiance Capital, Coinbase Ventures, and more. Contact Details Colin Landers colin@energentmedia.net Company Website https://pstake.finance/

April 09, 2024 10:01 AM Eastern Daylight Time

MYBUNDLE DATA SHOWS BUNDLING STREAMING CREDITS WITH BROADBAND REDUCES STREAMING SERVICE CHURN BY UP TO 50%

MyBundle

MyBundle, the premier online platform connecting consumers, streaming services and broadband providers, today released company research data indicating that bundling streaming credits with broadband service reduces the first-year monthly churn rate for SVOD streaming services by up to 50% when compared to leading industry research firm Antenna’s reported industry average monthly rate of 8.6%.* For the analysis, MyBundle examined streaming service purchase data from approximately 300 subscribers to Norvado’s 1 Gig fiber PickME Plan Internet broadband service, which includes $20 in monthly streaming credits bundled using MyBundle's innovative Streaming Choice program. After 12 months, the monthly churn rate of streaming services was approximately 4.3% using the same methodology as Antenna’s “State of Subscriptions – Premium SVOD” study from February 2024. Both studies used a weighted average of monthly churn consumers in year one of their respective subscriptions. “The concept of bundling content and connectivity is nothing new to the broader business of media and entertainment, however with this yearlong MyBundle research we now have strong empirical data that bundling streaming purchases with broadband works,” said MyBundle Co-Founder and CEO, Jason Cohen. “New customer acquisition is still important for streaming services, but reducing churn is now a close second priority. It’s still early days for MyBundle’s Streaming Choice, but while the benefit to broadband providers is noteworthy, a potential 50% reduction in streaming service monthly churn is remarkable - a possible game-changer for streaming services.” 21 of MyBundle’s nearly 230 broadband partners are already offering Streaming Choice. Constructed first in 2022 with a flexible approach for its growing broadband partner network, MyBundle’s Streaming Choice program is designed to meet the varied needs and goals of ISP partners, while maximizing consumer satisfaction. Streaming Choice campaigns deployed by MyBundle’s broadband partners are all bundled with an Internet tier offer and include: a) one-time or monthly recurring streaming credits, b) preselected streaming service(s) for a fixed period of time, or c) consumers selecting the streaming service(s) of their choice for a fixed period of time MyBundle offers an integrated billing platform and co-branded streaming video tools and services for broadband and multichannel video providers. Sitting at the cross-section of consumers looking to explore and optimize their streaming service subscriptions, broadband providers looking to deliver choice to current and prospective customers and streaming services looking for efficient ways to reach and retain new customers, MyBundle reduces friction and increases satisfaction for the ever-growing and dynamic streaming video ecosystem. About MyBundle MyBundle is the industry-leading consumer and enterprise platform simplifying streaming TV. MyBundle’s free and easy-to-use tools help consumers discover and manage their streaming service subscriptions, watch free live TV, and find content to watch across their services. Incorporating more than 150 streaming services and partnering with nearly 230 broadband providers serving approximately 13 million customers and growing, the MyBundle platform helps consumers navigate the streaming video world and creates new growth opportunities for programmers and high-speed data distributors alike. *source: Antenna, “State of Subscriptions – Premium SVOD,” February 2024 Contact Details Becker PR for MyBundle Eric Becker +1 303-638-3469 press@mybundle.tv Company Website https://mybundle.tv/

April 09, 2024 10:00 AM Eastern Daylight Time

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