Opinions expressed by Entrepreneur contributors are their own. Have you ever wondered how some people turn their passions into successful careers? Roger Rojasaka Content CEO, says it's about staying curious, seizing opportunities and surrounding yourself with supportive individuals. Connected: Here's how to write your own formula for success To say yes to new challenges In…
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Jump, a startup that has built an AI assistant for financial advisors, announced on Monday a $4.6 million funding round led by Sorenson Ventures. Pelion Venture Partners also participated in the round, as well as several strategic angel investors. Connected: Fast-paced communication-focused generative AI for advisors The company's AI assistant enables advisers to record client…
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Opinions expressed by Entrepreneur contributors are their own. For many people, mistakes have a negative connotation. They are perceived as obstacles and not OppORTuNiTy on our way to success. Mistakes are often seen as costly, inconvenient and unacceptable – something that has no place in making. However one valuable lesson expect to learn from every…
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Sponsored byFinancial advisors face a significant opportunity and challenge with estate planning, a critical component of holistic wealth management. However, many advisors lack the necessary tools. Danny Lohrfink, co-founder and chief product officer, of Wealth.com discusses how their platform addresses this gap. Studies show a discrepancy: 93% of clients expect estate planning guidance, but only…
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Opinions expressed by Entrepreneur contributors are their own. IN a recent Reddit post, a woman asked for advice: She and her partner, a tech CEO, were expecting their first child. She had proposed to her partner to take four weeks of parental leave. He said it was impossible. The comments were not surprising. Hire as…
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Sponsored by By Billy Hwan, Portfolio Manager, Parnassus Value Equity, Senior Analyst and Krishna Chintalapalli, Portfolio Manager, Parnassus Value Equity, Senior Analyst It's a good problem to have when you have enough money available at the end of the month to choose how to use it. Should you invest for the future? Or get a…
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AI firm YourStake has agreed to provide API integrations for custodian Apex Fintech Solutions. The first such API will be YourStake's Document in Wallet, which aims to allow users to upload images or PDF files of account statements from brokerages and banks. Once scanned using AI, YourStake will then digitize this information. Connected: Ten to…
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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. Father's Day is a great time to show dad that you really know him. And for project-oriented dads…
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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. More small business owners surveyed cited rising prices as the factor expected to have the greatest economic impact…
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Ever wondered how you can connect with new people at a networking event without making it awkward? Lean into it. I will provide more context to emphasize the result. I recently attended IAB Podcast Upfronts here in New York City. As I was wandering around pretending I had somewhere to go, I noticed two guys…
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