A Nevada commissioner has rejected Rupert Murdoch's attempt to change the terms of his irrevocable family trust. Murdoch filed a petition late last year to modify the terms of the trust and give exclusive control to his eldest son, Lachlan. The move would essentially ensure that his media empire retains its conservative editorial slant. In…
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Opinions expressed by Entrepreneur contributors are their own. With the turn of the calendar comes important personal health checks — the kinds of things you do each year to make sure you're staying on top of your wellness. It can be tempting to avoid these checks. I mean, “If it ain't broke, don't fix it,”…
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Cetera Financial Group has named Todd Mackay president of Cetera Wealth Management, effective January 1. Mackay, who was named president of Cetera Solutions in August after joining the firm as president of Avantax, the tax-focused wealth management firm acquired by Cetera Holdings late last yearwill continue to report to CEO Mike Durbin. Related: Cetera CEO…
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A government shutdown is just hours away and legislators are arguing to come up with a plan. Unless Congress agrees on a measure, the shutdown takes effect at 12:01 a.m. Saturday. Each year, Congress must pass a spending bill to keep the government running. This is supposed to to happen by October 1st. Now, after…
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RIA aggregator Focus Financial is continuing to consolidate partner firms; this time, Dallas, Texas-based Brownlie & Braden Advisors is joining partner firm Focus Prairie Capital Management Group, based in Kansas City, Mo. Since the transaction, Prairie Capital has $7 billion in assets under management. Former Brownlie & Braden president James Braden will become a managing…
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Disclosure: Our goal is to display products and services that we think you will find interesting and useful. If you purchase them, the Entrepreneur may receive a small portion of the sales revenue from our trading partners. In today's interconnected world, the ability to communicate across languages is more valuable than ever, especially for anyone…
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FINRA is requiring Edward Jones, Osaic and Cambridge Investment Research to collectively pay more than $8.2 million in restitution to clients after the firms allegedly failed to monitor whether their clients could take advantage of fee waivers or discounts on certain securities sales. mutual funds. Settlements are derived from a targeted examination launched in November…
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Opinions expressed by Entrepreneur contributors are their own. If there is one lasting lesson from my career, it is this: Bureaucracy is the enemy of innovation. It stifles creativity, blocks decision-making, and traps bold ideas in endless approval loops. Bureaucracy it wasn't designed to promote progress—it was built to maintain control. During the Industrial Revolution,…
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It is essential that advisors, their firms, asset managers and other industry participants balance establishing best practices with current clients while shifting service and product strategies to the future profile of the high net worth demographic. . Recent data from Cerulli Associates projects that $124 trillion of wealth will be transferred to the next generation…
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Opinions expressed by Entrepreneur contributors are their own. Imagine a team so energized that every project feels like a shared victory, where ideas flow freely and people bring their best to work every day. It's the kind of environment every leader dreams of, but it doesn't happen by accident. motivation it's not something you can…
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