JP Morgan Asset Management has appointed Chris Meredith as Chief Investment Officer (CIO) of Tax Smart Strategies. In his role, which is new to the firm, Meredith will oversee tax-smart investment capabilities across indices and active strategies. He will report directly to Jed Laskowitz, CIO and global head of Asset Management Solutions. Meredith will also…
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This Side Hustle Spotlight Q&A features Danny Trejo, an insurance agent who started a home citrus growing business Through citrus fruits in 2020. Where did you find inspiration for yourself? side hustle? I started working at Via Citrus shortly after moving to New York City, inspired by nostalgia for the citrus groves of Central Florida….
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Opinions expressed by Entrepreneur contributors are their own. Imagine you're driving home from work, relaxing by listening to your favorite podcast. Your phone rings with an email from your boss. They want you to renovate a slide deck. Instead of resting, you spend the evening working and the next day they go to work fried….
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A small Texas-based brokerage firm is the latest registrant to settle FINRA charges for violating the SEC's Best Interest Rule obligations. It is the second such case this week and the last example in the accelerating trend of FINRA Reg BI enforcement actions. Murray Securities is based in Tyler, Tx., employs three registered representatives and…
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Opinions expressed by Entrepreneur contributors are their own. Innovation does not understand hierarchy and corporate titles. I saw this firsthand when I led the Global Innovation Programs at Cisco and later advised leading Fortune 500 organizations on their AI strategy and AI roadmap. The boldest and most creative ideas always came from a select few…
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Carson Group CEO and founder Ron Carson will step down from his role to become chairman of the board. Burt White, managing partner and chief strategy officer, will move into the role of CEO. The firm has not yet chosen a replacement for White's previous role as chief strategy officer, a company spokesman confirmed. According…
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Opinions expressed by Entrepreneur contributors are their own. Chief Joe Gatto is not your ordinary chef. He is also a director and producer who seamlessly blends his passions to create a unique experience in the form of his show From the beginning. With a background in film production, Joe Gatto's initial career path was far…
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The IMF raised red flags for the growth of the private credit market. Blackrock's bitcoin ETF now has almost $18 billion in assets, putting it in the top 3% of all ETFs ever launched. These are among the investment must-reads we found this week for wealth advisors. WealthManagement.com | 09 April 2024 Source link
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Sponsored by In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect's Wealth Management Group, talks to Jon Foster, p.resident and CEO of Angeles Wealth, a firm that caters to individuals with investable assets ranging from $10 million to $100 million, bridging the gap between boutique advisory services and full-scale…
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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. You may be a business owner, but there's one service you might forget to provide. A report by…
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