LPL Financial's board of directors has named Rich Steinmeier, former managing director and chief growth officer, as its new chief executive officer, effective immediately. Steinmeier had served as interim CEO since Oct. 1, when the board left by President and CEO Dan Arnold for violating the company's respectful workplace policies. Steinmeier was also elected to…
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Opinions expressed by Entrepreneur contributors are their own. Across industries, there is much talk about the importance of ea “Growth Mindset“for entrepreneurs and managers of established businesses. There are countless studies out there – such as this one presented by Harvard – which highlights how companies focus on growth through NEW and investments often exceed…
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Examiners at the Securities and Exchange Commission are investigating the integration of AI advisors into their operations, including portfolio management, trading, marketing and compliance. Under the SEC's Division of Examinations' Priorities for 2025, released Monday, examiners can examine firms' “compliance policies and procedures” related to AI-related services or procedures and their disclosures to investors. Related:…
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Opinions expressed by Entrepreneur contributors are their own. As an entrepreneur, it can be difficult to navigate the responsibilities of running a business while still leaving room for creativity. The day-to-day responsibilities of running a business can overwhelm your bandwidth and prevent you from innovating. Here are two strategies to help you shed the unnecessary…
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Miramar Capital co-founder and senior portfolio manager Max Wasserman shares some great insights about dividend investing. Max discusses with Zephyr Market Strategist Ryan Nauman the impact that lower interest rates are having on the investor mindset, misconceptions about dividend investing, and how dividend stocks are no longer just utilities or telecommunications companies. Additionally, Max and…
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Opinions expressed by Entrepreneur contributors are their own. In today's competitive market, it's not just what you sell—it's how you make people feel while they buy it. More than ever, customers expect quality products in addition to a seamless and personalized experience. However, many entrepreneurs fall into the trap of focusing only on growth and…
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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. There's a Brian Tracy quote that says, “One of the marks of successful people is that they're action-oriented. One of the marks of average people is that they're talk-oriented.” I love this quote because, ultimately, action is what drives success. It is the root of business growth….
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One of the common criticisms of the traditional financial system, especially after events such as the 2008 financial crisis, is the lack of transparency and the inability of different sectors to share information effectively. Financial institutions have become so large and complex that it is nearly impossible to fully understand the risks and liabilities they…
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