As wealth managers adopt more non-traditional investment products such as Active ETFs AND liquid funds for alternative assetsthey are looking to get more support and offers from the asset management industry. However, many asset managers may not be keeping pace with these needs, according to a newly released survey by the Money Management Institute and…
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In 2010, George Heaton and his brother Mike took the sewing skills their grandmother taught them and launched their graphic streetwear brand called T-Shirts REPRESENTATIONS. Fast forward to the present day, and the proudly British brand has vastly expanded its offerings and reach. In 2023, REPRESENT boasted $100 million in sales, and in 2024 they…
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Estate planning platform provider Vanilla announced this week that it had closed an additional $35 million in previously announced funding. The funding round, which was previously announced in August without the exact amount, was led by Returning Investors Insight Partnerswith contributions from Venrock, Vanguard, strategic investors Edward Jones Ventures, Nationwide and Allianz, and new investors…
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There's one NFL competition that nobody really knows about, but “anyone who knows the ball or can code has a chance,” Mike Lopez, senior director of football data and analytics for the NFL. told CNBC. The league announced Wednesday that “Big bowl of data“A statistics generation competition, where competitors analyze football data to generate metrics…
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(Bloomberg) — The head of a family office group owned by the parent company of Fidelity Investments has stepped down as competition intensified among money managers for access to the investment firms of the ultra-wealthy. Jennifer Richardson, who began working as a consultant for Forge Community almost a decade ago before becoming its head in…
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Opinions expressed by Entrepreneur contributors are their own. My 26-year-old daughter recently got married. I've been to dozens of weddings and enjoyed them, but this was my first time being involved making a marriage together. In the months of planning this week with my wife, I learned seven valuable lessons that can be applied to…
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Advisors have many ways to monetize their life's work and take advantage of new opportunities for growth, both short-term and long-term. The transition agreement is one way advisers can de-risk a move financially through what is traditionally known as a forgivable loan – a note that usually ties the adviser to the firm for a…
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Opinions expressed by Entrepreneur contributors are their own. Artificial intelligence (AI) is a powerful technology that is expected to revolutionize the world. Companies that take full advantage of AI can completely transform their operations, gaining the benefits of better efficiency, reduced costs and enhanced innovation. This is especially true for entrepreneurs small business owners, as…
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Morgan Stanley's wealth segment posted record revenue of $7.27 billion, up 14% from last year and up 7% from the second quarter. The firm's assets under management for its wealth and investment management arms stood at $7.67 trillion, with $6 trillion in wealth management alone, up 25% year over year. Related: Merrill Earnings Emphasize size…
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3 Benefits of Ownership a Movita Juice Bar Franchising: Join a brand with a strong commitment to health, wellness and environmentally friendly practices. Access to a wide range of support services, from on-the-job training to marketing. Operate in the expanding QSR industry with a unique product offering and health-centric focus. Movita Juice Bar is a…
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