Journey Strategic Wealth, a registered investment adviser partnership with almost $4 billion in assets, has acquired a sole practice in Colorado Springs, Colo., and hired a veteran adviser from Charles Schwab. Financial advisor Jill Isbell has integrated her firm, Creative Financial Services, into Journey. It brings approximately $75 million in assets and establishes Journey's Colorado…
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In an age where artificial intelligence increasingly permeates our digital landscape, distinguishing between human-generated prose and machine-generated text has become an essential skill and a fascinating challenge. Did your eyelids get heavy reading that sentence? You have generative AI to thank. I asked my AI friend, Claudieto write an introduction and, as a hint, pull…
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Merrill Lynch Wealth Management added almost 4,800 net new clients in the third quarter, remaining “relatively consistent” with prior periods and a satisfactory result “given the quieter summer months,” said the co-president and co-head of Merrill Lindsay Hans, during an estate. -Specific call for third quarter earnings. However, the firm saw a significant change in…
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Nvidia is the second most valuable company in the world, with a market capitalization of over $3 trillion. At the market close on Monday, shares of the AI chip maker hit an unprecedented high of $138.07 before falling to $131.32 at the time of writing. Nvidia's performance is tied to strong demand for its AI…
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Alternative investment platform CAIS has launched CAIS Advisors, an RIA division designed to help financial advisors improve portfolio construction. The division plans to offer advisory services, customizable model portfolios focused on alternative investments and registered multi-manager solutions. Neil Blundell, the firm's chief investment officer, will lead CAIS Advisors. A survey of asset managers and third-party…
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Opinions expressed by Entrepreneur contributors are their own. Building a business is an exciting thing, but often unpredictable journey. Some months, you are moving up, seeing growth and momentum; other months, things slow down, leaving you stressed and questioning your financial stability. But as a Hispanic entrepreneur, this roller coaster can be a silent weight,…
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Global alternative asset manager Apollo has launched two products aimed at giving investors access secondary with many assets. The products include Apollo S3 Private Markets Fund (ASPM US), a perpetual tender offer fund open to US accredited investors, and Apollo S3 Private Markets Lux (ASPM Lux), which will be part of the investment platform Apollo…
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Opinions expressed by Entrepreneur contributors are their own. If I asked you, “What's yours LEGACY?” What would you say? Is it your family, your wealth, a foundation you have created or, if you are a entrepreneur or the business owner, the company you created that defines who you are and how you will be remembered?…
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Carson Group has acquired Sweet Financial Partners, a Fairmont, Minn.-based registered investment adviser with $1 billion in assets under management. It's Carson's second-largest deal to date. Sweet Financial is led by Managing Partner and founder Bryan Sweet, who has been a longtime member of Carson Coaching, the firm's advisor training service. The firm's 12-person team…
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Opinions expressed by Entrepreneur contributors are their own. Success in real estate and many other industries is often determined by one key factor: customer service. While AI, technology and data analytics have become increasingly important, the human component remains the driving force behind long-term business success. The approval of customer-centric approach it is essential for…
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