Following the SEC's approval this week of its climate disclosure rule for issuers, some expect the proposed rule for ESG funds and advisers to be imminent. During a discussion at this year's Investment Advisers Association Compliance Conference, Mara Shreck, managing director in the regulatory affairs office at JPMorgan Chase, said the corporate disclosure rule had…
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This article originally appeared on Business Insider. If you own a Tesla, you may want to be extremely careful when accessing WiFi networks at Tesla charging stations. Security researchers Tommy Mysk and Talal Haj Bakry of Mysk Inc. released a video on YouTube on Thursday explaining how easy it can be for hackers to make…
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Just two years after taking over from private equity backers, Waverly Advisors has completed a dozen deals and grown assets by more than 200%. Meanwhile, Moneta has grown to $34 billion with its first deal since April, and Kestra announced that an Ameriprise team managing more than $300 million joined its platform in 2023. In…
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Opinions expressed by Entrepreneur contributors are their own. The arrival of artificial intelligence (AI) in the workplace is a watershed moment ushering in an era of business transformation. In the effort to improve efficiency, productivity and decision-making processes, AI has become an effective ally. Not only does the use of machine learning algorithms and natural…
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A team of advisors in Indianapolis has spun off from Stifel Financial to launch their own business with the backing of Sanctuary Wealth. M&K Legacy Wealth, formerly Tanner Wealth Management Group, has joined Sanctuary's “partnership independence” model, bringing over $1 billion in client assets from Stifel. The team is led by founders and managing partners…
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BlackRock agreed to acquire the remaining equity interest in SpiderRock Advisors, a provider of customized options overlay strategies. The deal strengthens Blackrock's separately managed accounts business. “By giving BlackRock more SMA capabilities, this acquisition will enable us to meet the growing demand from wealth managers for customized, tax-efficient portfolios,” Joe DeVico, co-head of BlackRock's business-…
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Opinions expressed by Entrepreneur contributors are their own. Sam Walton opened the first Walmart store in 1962 in Rogers, Arkansas. Today, it is a global giant, with more than 10,500 stores worldwide. The first McDonald's was opened by the McDonald brothers in 1940 in San Bernardino, California, and its first franchised restaurant by Ray Kroc…
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Sponsored by Assessing technology ROI is essential to ensure that investments in digital tools and platforms directly contribute to operational efficiency and customer satisfaction. This process helps to align technology spending with the firm's strategic goals, driving growth and increasing value delivered to customers. Ultimately, developing digital experiences for clients and advisors can help firms…
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Opinions expressed by Entrepreneur contributors are their own. As the founder of a growing company, I have seen firsthand how crucial team spirit is. In those early days of building our business, we faced all kinds of challenges. But one particular moment sticks out in my mind. We were facing an extremely tight deadline and…
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