Sponsored by In this episode of the RIA Edge Podcast, David Armstrong, editorial director in Informa Connect's Wealth Management Group, sits down with Dick Pfister, founder of AlphaCore Wealth Services, to explore his firm's investment approach that puts alternatives in core of service delivery. Dick discusses his early days bringing alternatives to advisors with his…
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HE is not just one improving or a potential selling point for Apple CEO Tim Cook. On the contrary, it is revolutionary. In an interview on Sunday with Wall Street JournalCook praised Apple Intelligence, Apple's AI features that do everything from summary of partition texts THE generating custom emojis. Cook said he used Apple Intelligence…
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Sponsored by As attorneys guide their clients through complex estate planning, tax, and charitable giving issues, they have a powerful but often overlooked tool at their disposal—community foundations. At these philanthropic organizations, staff are experts in local issues and the nonprofits that work to address them. And community foundations can partner with estate attorneys to…
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The Board of Directors of The Walt Disney Company named James Gorman, former Morgan Stanley executive director, as Chairman of the Board of the Company announced in a statement on monday. The change takes effect on January 2, 2025. Gorman is also chairman of the Succession Planning Committee working to identify a candidate to replace…
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Estate planning today often encompasses a variety of purposes, ranging from tax planning to asset management and asset control strategies. Many very high net worth families seek asset protection or divorce planning, multigenerational planning, privacy, control and flexibility of assets, and savings on income and estate taxes. Flexibility and control are increasingly key goals of…
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This November, we're launching The inner entrepreneura powerful networking community designed specifically for small business owners, side hustlers and entrepreneurs like you. Imagine having access to a vibrant network of entrepreneurs, expert resources and personalized support, all in one place! Entrepreneurship can be lonely. That's why we designed this platform to connect you with like-minded…
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$24 billion advisory firm Lido Advisors is merging with Pegasus Partners, a Wisconsin-based registered investment adviser with more than $3 billion in assets under management. The deal will strengthen Lido's commitment to ultra-high net worth families in the Midwest region “and beyond,” according to Lido Advisors president Ken Stern. Related: RIA Edge Podcast: Ken Stern…
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Opinions expressed by Entrepreneur contributors are their own. My company is moving fast, which has given me the energy to keep up. I've seen what we're capable of and how quickly we can make things happen, and it makes me want to do more. Over the years, I have realized that most of this PROGRESS…
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Abbey Eastham, a former senior manager of investment solutions at Cetera Financial, has joined Realta Wealth, a hybrid broker/dealer and RIA platform in Wilmington, Del. with more than $3 billion in AUM and 150 advisors, as head of advisor relations, a new company. the position created. Eastham spent the last six years at Cetera in…
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Opinions expressed by Entrepreneur contributors are their own. Jeff Bezos once famously said, “If you can't feed a team with two pizzas, it's too big.” While Bezos' management ideas may not have always been perfect, he had one thing right: Bigger isn't always better. Large teams can have advantages, including greater knowledge among the team…
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