The world of investing is filled with a multitude of options, each with its own advantages and disadvantages. Exchange Traded Funds (ETFs) and Mutual Funds are among the most popular investment vehicles. While both offer investors the opportunity to diversify their portfolios, they differ significantly in structure, cost and tax implications. This article will examine…
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Modern Wealth Management, a registered investment advisory firm launched in early 2023 of former United Capital and Goldman Sachs executives, has acquired Beltz Ianni & Associates, a $1.2 billion RIA, and created a corporate retirement planning division. The team has shed brokerage ties with LPL Financial to join the independent RIA, which now has $3…
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This Side Hustle Spotlight Q&A features Katherine Watercutter, founder and CEO of the Activewear brand The golden hinge. The waterworks began business as one side hustle when she was 23. Today, Gold Hinge counts celebrities including Kristin Cavallari and Kaitlyn Bristowe among her fans. Brand went viral on TikTokRushTokTrending, garnering 40 million hashtag impressions and…
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Open, honest and candid discussion about the flexPATH lawsuit decision, AI in DC plans, employee engagement, convergence and retirement plan advisor due diligence. Source link
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Activist investor Nelson Peltz, the 81-year-old founder of the multibillion-dollar hedge fund Trian Partners, released a 133-page presentation on Tuesday outlining what it would seek if it won a seat on Disney's board at its April 3 annual meeting. Peltz owns $3 billion in Disney stock. One change suggested on the corporate governance side by…
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The cost, complexity and cyclical nature of mergers and acquisitions put organic growth back in the spotlight for VNR. But our industry doesn't do a good job of talking about one big advantage that organic growth has: it puts advisors in the driver's seat. If you prove you can acquire new customers and increase portfolio…
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Opinions expressed by Entrepreneur contributors are their own. Careful, franchise ownersentrepreneurs and independent contractors: It's time to call your legislators and insist on their vote to protect the way you earn a living. Why? Because federal agencies are scrambling for regulatory solutions to implement policies that Congress refused to enact—policies that threaten the right to…
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Mesirow, a Chicago-based, 100% employee-owned financial services firm that oversees more than $250 billion across three major lines of business, has named Brian Price as CEO of its wealth management business. Price has served as the division's interim CEO since November 2022. Since then, Price has overseen the growth of more than $1.5 billion in…
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Several burger joints have come under fire on social media for recent price hikes, and the latest to come under fire is popular chain Five Guys. An image of a customer's bill is going viral on X and has received over 25.2 million views so far, according to the platform. Five Guys prices are out…
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(Bloomberg) — The Securities and Exchange Commission will force companies to disclose their greenhouse gas emissions for the first time, but dropped a key requirement after heavy lobbying by industry groups. The SEC voted on Wednesday to impose The climate disclosure requirements will be significantly more relaxed than those it proposed in March 2022 after…
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