Many advisors reach a crossroads at some point in their careers, and this is often rooted in fear of the unknown. While they may be unhappy with the firm they work for, they are challenged by the “what ifs.” So much so that they often cannot see “what could be”. However, every day, there are…
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For entrepreneurs and investors Daymond Johndeciding which projects he chooses to put his time, energy and money behind comes down to one thing: making a positive impact on the world. In 2020, he created Black Entrepreneurs Day (BED), wanting to do something to lift up Americans who are hurting after the killing of George Floyd….
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Modern Wealth Management, a registered investment advisory backed by private equity launched last year of former United Capital executives, has acquired Petso Financial Consultants, a fee-only RIA with approximately $1.4 billion in assets under management. The Boise, Idaho-based firm represents the first office west of Kansas City to join Modern Wealth, bringing the RIA's total…
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Opinions expressed by Entrepreneur contributors are their own. The world of content writing it has evolved beyond just slapping words on a page and waiting for the Google gods to bless you with traffic. With Search Generative Experience (SGE) and other AI tools, the content landscape in 2024 has reached a new frontier where creativity…
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Apollon Holdings, a Mount Pleasant-based wealth management firm with approximately $9 billion in assets under management, has merged into CIC Wealth, a Maryland-based RIA with approximately $900 million in advisory and brokerage assets. The deal was not structured as an acquisition, but rather a partnership that allows CIC to use Apollo's back office services. Apollon…
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The makers of Goldfish Crackers want you to know that you're never too old to stuff your face with those delicious orange guys. So, as an appeal to adults, Millennials and Gen Z, Goldfish is temporarily changing its name to Chilean Sea Bass Crackers. “We know the love of goldfish spans all ages. Chilean sea…
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Chipotle has a new addition to its staff: Ava Cadoan AI recruiter that reduces the time it takes to hire a new restaurant employee by 75%. Chipotle announced the AI system on Tuesday, stating that Ava will talk to potential hires, get needed information, schedule interviews and even send out offer letters. Managers at 3,500…
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In this episode of the Wealth Management Invest podcast, host David Bodamer sits down with Bob Long, CEO and partner of StepStone Private Wealth, to explore the company's approach to developing private market investments for the wealth channel. Long discusses why Stepstone has chosen evergreen funds — semi-liquid, continuously invested structures — over traditional drawdown…
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Opinions expressed by Entrepreneur contributors are their own. Owning a business can sometimes be lonelyespecially if you are the only high-level person in the organization. It is difficult to explain to others the effort, constant attention and burden of leadership. Actually, a QuickBooks survey found that more than 75% of small business owners report feeling…
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