This article originally appeared on Business Insider. Nvidia's CEO recently shed light on distributing its chips on demand. Comments have brought Meta of CEO Mark Zuckerberg extensive stock back in the spotlight. Jensen Huang told investors on Wednesday that the company was doing its best to distribute chips evenly amid unprecedented demand. “We do our…
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While wellness and mental health have become a more common conversation among the broader US population since the pandemic, it's a topic still untouched by the financial services industry. New research from Kitces.com aims to measure and track trends across advisor wellness, just like the industry benchmarks everything else. Over 1,500 members of financial advisory…
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In the world of sports, wisdom and life lessons often transcend the boundaries of the field or ring, offering deep insights into the human condition. One such piece of wisdom comes from the legendary boxer, Mike Tyson, who once said, “Everyone has a plan until they get punched in the mouth.” This seemingly simple statement…
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A trio of certified financial planners with a small investment advisory firm registered in northeast San Diego County has filed to form another local RIA in partnership with a family trust, according to federal filings. President Larry Steckler, Vice President Michelle Lin and Client Service Manager Scott Nabb registered Blue Sky Capital Consultants Group with…
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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. Every business needs solutions for backing up photos, videos and other types of files. While having a hard…
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The flurry of legal commentary on the Corporate Transparency Act (CTA) has largely focused on arcane rules and confusing exemptions. Because CTAs affect so many customers and the penalties for non-compliance are so severe, we'll focus on practical action steps you can take to address CTAs. Prepare now! Connected: The Corporate and Trusts Transparency Act…
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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. Building a business or a career is about maintaining a steady state of growth. For entrepreneurs and business…
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CRM: Redtail CRM We are not heavy CRM users. Our line of Portfolio Advisory Services is $1 million to $10 million in liquid assets. Our Family Service Office line is $10 million and up. We are looking to expand the use of Redtail CRM from Portfolio Advisory Services to other parts of the firm. We…
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The world is busier than ever – hustle and bustle is the name of the game – and it can be hard to keep up with it all. To help, most people use a calendar in one form or another; indeed, many people have multiple calendars. From a large desk planner to cute designs you…
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In 2007, CEO Rick Kent founded Merit Financial Advisors as an Atlanta registered hybrid investment advisor. He has since grown it into a $10 billion enterprise with more than 40 offices in the US, backed by Wealth Partners Capital Group and a group of strategic investors led by HGGC. And this month, Merit launched a…
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