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Diamond Podcast: Former Merrill Advisor's Journey to $4 Billion Enterprise

Growth is not something that happens by chance. It is the result of only the right combination of vision, strategic planning, determination and the ability to act on each. Brett Bernstein is one such advisor who, just a few years after becoming a licensed broker at Merrill, realized he wanted more freedom in how he…

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Analyzing JPMorgan (JPM) and Wells Fargo (WFC) for March: Buy, Hold or Sell?

The Federal Reserve is expected to begin cutting interest rates this year, but concerns about higher deposit costs, slower credit growth, higher funding costs, declining asset quality and the potential for CRE loan defaults remain cloud the outlook for the US banking sector. So let's analyze whether one should buy, hold or sell JPMorgan Chase…

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7 steps to creating a smooth marketing campaign

Opinions expressed by Entrepreneur contributors are their own. Investing in digital marketing it is no longer a wish, but a strategic step that can lead a business to success. According to the Global Strategic Business Report, the digital marketing market is growing with an annual growth rate of 13.9%. So, it is expected to reach…

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SEC Event May Increase Interest in Pro Bono Legal Clinics

The leading professors at pro bono law clinics, which help retail investors pursue small-money claims, hope a summit sponsored by the U.S. Securities and Exchange Commission will inspire other universities to set up pro bono law clinics. theirs. The SEC is holding its annual Investor Advocacy Clinic Summit this morning, in which students and professors…

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RealPage sued again over rent hikes, 'illegally set prices'

Rent prices are high across the United States, but the reason may not be the only one DEMAND OR inflation. According to lawsuits filed across the country, including one recently filed in Arizona, a pricing algorithm may be to blame. On Wednesday, Arizona Attorney General Kris Mayes filed a lawsuit vs. RealPage, a $9 billion…

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RIAs are not growing and it's a problem we need to fix

The wealth management industry today is very different from what many independent financial advisors have become accustomed to over the past decade. From 2011 to 2021, the number of registered investment advisers increased from 10,511 to 14,806 firms, according to data from the US Securities and Exchange Commission. collected by the Association of Investment Advisers…

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3 strategies to make sure your startup can survive anything

Opinions expressed by Entrepreneur contributors are their own. After a few years from economic uncertainty, 2024 is shaping up to be a promising time for startups to get off the ground. While software may see a particular resurgence due to anticipated market growth, every industry has opportunities for new concepts and innovative companies. This is…

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RIA Edge 100: Growth by design, not default

Since the Great Financial Crisis, until recently, the “growth” of a fee-based registered investment advisory firm was facilitated by years of ever-rising capital markets and an equally long period of near-zero interest rates. VNRs can be “raised” by doing almost nothing. Most wealth management executives are not happy with this. They understand that growth –…

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Amazon's $1 billion Innovation Fund looking for AI startups

Amazon plans to invest more in startups that bring artificial intelligence to robots this year. Franziska Bossart, head of Amazon's $1 billion industrial innovation fund, said Financial Times Wednesday that Amazon will focus on generative AI investments this year, particularly in startups that combine generative AI with robotics to support Amazon's broader business goals. Automation…

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Merrill, Wells Fargo offers Bitcoin ETF products to clients

(Bloomberg) — Bank of America Corp.'s Merrill arm. and the brokerage unit of Wells Fargo & Co. are offering access to ETFs that invest directly in Bitcoin, highlighting the growing acceptance of the products by major firms. The banks are offering the approved ETFs to some wealth management clients with brokerage accounts who seek the…

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