Choreo, a Chicago-based RIA that oversees more than $24 billion for more than 7,200 households and almost 100 institutional investors, has tapped the CIO of a recent acquisition to lead an expanded investment team. A CFA based in Columbia, Md., Matthew Gotlin joined Choreo from BDO USA when Choreo acquired her wealth management business and…
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This article originally appeared on Business Insider. A group of former McDonald's workers returned to their old restaurant in Missouri for a “Class of 1975” reunion to mark nearly 50 years since they worked together. Nineteen former workers returned to the restaurant in Hazelwood, eastern Missouri, in March, with some traveling from Arkansas, Florida, Ohio…
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Shares of Morgan Stanley fell as much as 6.5% after a report that a cadre of US regulators is looking into the firm's efforts to prevent possible money laundering by wealthy clients. The Securities and Exchange Commission, the Office of the Comptroller of the Currency and other Treasury Department offices are probing whether the New…
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Opinions expressed by Entrepreneur contributors are their own. If you're among the many business owners captivated by cheap, low-cost access to capital, you may have been caught off guard as low-cost floating-rate debt suddenly tripled in price last fall. In what is generally known as a pivot, Federal Reserve exercised her skill for it increase…
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I am a recovery counselor. I spent over 12 years in that role. I grew up in this business. Right out of college, I started an internship, which turned into what has now been my career with essentially the same firm. IN 2017, Merit became a new company. We tripled in size. We were big…
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There are many myths about what it's like to live with bipolar disorder. People constantly make assumptions about it based on media portrayals, but life is not a movie or a news report. Living with bipolar disorder is complex and varied, and what happens to some is not necessarily common to everyone. So let's dispel…
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This story originally appeared on Readwrite.com As we all agree to a world in which artificial intelligence is now commonplace and no longer a fantasy seen only in the movies, the need to know what elements of everyday life and experiences have been influenced by AI has never been greater. OpenAI's ChatGPT was the first…
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Arax Investment Partners, a wealth management platform backed by private equity firm RedBird Capital Partners, has acquired US Capital Wealth Advisors, a hybrid broker/dealer and registered investment advisor with $9 billion in total assets across 5,500 clients and 62 advisors. The firm, headquartered in Houston, will operate as a separate brand on the Arax platform…
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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. Looking to start a career in IT or want to become better equipped to handle these types of…
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The Carson Group has appointed Dani Fava as its new chief strategy officer and Heather Randolph Carter as its chief marketing officer. The news comes just days after the firm unveiled its CEO and founder Ron Carson was resigning to become chairman of the board. Burt White, managing partner and chief strategy officer, is the…
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