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Adjusted for Risk: What Private Equity Advisors Need to Know

Andrew Krei, co-CIO of Barrett Upton Capital Partners and co-CIO of Crescent Grove Advisors joins Ryan Nauman to discuss private equity investing. In this fantastic episode, Andrew shares a ton of insight into the world of private equity. Andrew explains the different layers of private equity such as secondaries and venture capital. He also explains…

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This cloud storage deal could be an easy win for your business: $25 for 100GB

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. Keeping data backed up is essential for businesses that want to be efficient with their time and resources….

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The 15 Best Fortune-Destroying Stocks of the Last Decade

A lot of CNBC-type news and market analysis focuses on the short-term performance of individual stocks. But that doesn't necessarily give financial advisors the best picture of how their clients' equity portfolios are performing over the long term, the typical time horizon for most wealthy clients. That's why Morningstar recently conducted a review of 15…

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How to hire a team that's built to last

Opinions expressed by Entrepreneur contributors are their own. Among the many challenges associated with managing a small business, hiring a quality team of employees is one of the most important. Done correctly, it will return you to peace of mind, confidence in your team and fewer barriers to earnings. I'm sure you've heard it before:…

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Fiduciary Law Trends | Asset management

2024 is sure to have a dramatic election as well as an interesting summer Olympics. Speaking of interests, there are many interesting court cases to discuss. Here are some notable ones that highlight developments in the field of faith. Source link

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How to get the most out of in-person meetings for remote and hybrid teams

Opinions expressed by Entrepreneur contributors are their own. In February, on “Return to the Mothership,” as I call it, our team gathered to spend three days at an airport hotel in Minnesota. We wanted participants to be able to fly where they needed to without going outside into the cold Minneapolis winter. There was even…

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Veris Wealth Partners: Using Capital Markets to Drive Change

Veris Wealth Partners was founded in 2007 when five financial services executives came together to create a registered investment advisor with the mission of using capital markets to drive change. The founders developed an investment culture and philosophy around “an equitable, fair and sustainable world through capital markets,” said Roraj Pradhananga, recently appointed co-CIO of…

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Elon Musk says new X users will be paid a fee to post

Elon Musk is continuing his rampage on the platform formerly known as Twitter. On Monday, X's owner said the platform will start charging new users to post in an effort to get rid of bot and spam accounts. In response to an X post that claimed Musk was initially testing the new policy to “improve…

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401(k) Real Talk Episode 102: April 17, 2024

Open, honest, and candid discussion about the DOL rule, Pontera's new retirement plan leadership, veteran employee revitalization, and more. Source link

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Trusted Investment Traps | Asset management

In the book Dune, Leto advises a young Paul: “Knowing where the trap is—that's the first step to avoiding it.” Serving as a trustee is a great honor and a great responsibility. Often, trustees are family members or close friends of the individual creating the trust and they want to help those they care for….

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