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. Programming is a key area of ​​production for any modern business. If you are outsourcing, this is definitely…
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Private Advisor Group, the Morristown, N.J.-based registered investment advisor and supervisory jurisdiction office affiliated with LPL Financial, has recruited Ethan Campbell, owner and wealth advisor at Stones River Wealth Management in Woodbury, Tenn., from RFG Advisory . Campbell was with RFG for about three years. He and his team, which also includes wealth advisor Collin…
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Opinions expressed by Entrepreneur contributors are their own. Efficiency. Productivity. Metrics. These three words are often associated with technology in the workplace, and for good reason. According to Deloitte's 2023 Global Human Capital Trends survey, over 90% of business leaders recognize the imperative role of technology in enhancing work results and team dynamics. However, for…
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Sponsored by Hear as Dana Rhodes, COO, Advisory Services at Axtella and Shannon Rosic, director of WealthStack, discuss content and solutions at WealthManagement.com The rebranding evolution of wealth management software from Axtella. With a focus on future growth initiatives and preparation for the evolving landscape, Axtella's commitment to innovation and inclusiveness makes for an exciting…
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Cinco de Mayo is right around the corner – do you know what it actually celebrates? If you're like many Americans, you may mistakenly believe this May five (“May 5” in Spanish) commemorates Mexicoits independence from Spain. Forty-one percent of American adults believe that Cinco de Mayo is MexicoIndependence Day, while 19% are unsure, according…
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Advisers express the need to regularly review a client's financial plan to ensure that the portfolio is heading in the right direction, to confirm that the client's goals have not changed, and to see if adjustments are needed to the rate of spending, saving or investing. Ironically, it seems few advisors listen to their own…
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Financial Times, a publication read by senior financial executives with a $75 per month price for full internet access, is allowing OpenAI to use its articles to train an AI chatbot. OpenAI's ChatGPT will soon answer relevant questions with a summary and quotes taken directly from the FT pages, for a deal announced Monday. The…
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Don't hold your breath for alternative investments, such as private equity or creditto appear in 401(k) plans. According to the April edition of Cerulli Edge: Monthly US Product Trends According to consulting firm Cerulli Associates, higher fees, lower transparency and less certain outcomes for these asset classes make defined contribution plan managers reluctant to include…
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Only six major US cities have median home prices that a family with a local median income could afford. A April report by Clever Real Estate compared the income needed to afford a home in major US cities with the actual income earned by a typical household. The report considered a home affordable for a…
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The Internal Revenue Service has launched a new program to help taxpayers resolve tax disputes earlier and more efficiently. The initiative of the Office of Alternative Dispute Resolution Program Management will collaborate with the agency's Operating Business Divisions to promote alternative dispute resolution and improve the overall functionality of the IRS and the way it…
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