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. Commanding a meeting in person and through video chat software can be challenging for most business leaders and…
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Sponsored by In this episode of Fastchat, Shannon Rossic hosts Dr. Bruce Kahn, lead portfolio manager of the Shelton Sustainable Capital Fund. The conversation delves into sustainable investing and ESG integration in 2024. Dr. Kahn provides valuable insight into the critical role of sustainable investing, emphasizing the need for a holistic approach to investment analysis…
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For months, franchise industry has been on edge – worried that a new federal rule it may undercut the franchise model itself. Now, some are breathing a sigh of relief. On Friday evening, a federal judge in Texas struck down Rules. “This is a historic win for the franchise,” he said International Franchise Association (IFA)…
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Savvy Advisors, a New York-based RIA that leverages a proprietary technology platform built by fintech parent firm Savvy Wealth, has added Fidelity as a custodian along with Charles Schwab as the new firm continues to recruit advisors across the country to worked remotely. Ritik Malhotra, co-founder and CEO of Savvy Wealth and Savvy Advisors, said…
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Opinions expressed by Entrepreneur contributors are their own. As we move into 2024, two trends are reshaping the way businesses do business engage with their customers. The first is the narrowing of the gap between awareness and purchase, which is evident in the growing popularity of social commerce, which merges social media discovery with e-commerce….
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Nepsis, a twin city based RIA founded by Chief Investment Officer Mark Pearson, has created an in-house corporate retirement plan division as it builds a suite of family office capabilities that include asset management, financial planning, tax planning and preparation, estate planning, insurance, business management and 401(k) services . Trenton Hazen left Northwestern Mutual, where…
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This said essay is based on a conversation with Chisom Okwulehie, who started advising the agency Member of the Board like one side hustle when she was an employee at the Port Authority of New York and New Jersey. The piece has been edited for length and clarity. In 2017, I started working at the…
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Years ago, retirement plan experts built their businesses targeting plans using blind puppies and squirrels, highlighting the risks while emphasizing the benefits of using a specialist. The same philosophy is driving changes for CPA plan auditors along with revised requirements and PEPs, which limit audit costs for their members. And although fewer DC plans use…
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Opinions expressed by Entrepreneur contributors are their own. More than a decade ago, the esteemed statistician and essayist, Nassim Nicholas Taleb wrote a series of arguments about organisms or systems doing more than simply resisting or bouncing back from stressors and adversity. Instead, they improve their ability to thrive in the long run BECAUSE from…
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From defining a mission to fostering transparency and celebrating success, Sheila Cuffari-Agasi shows how to create a workplace where teamwork thrives and customers delight. Source link
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