A team of six advisers has left Merrill Lynch to start their own registered investment advisory backed by Dynasty Financial Partners. The advisers, who previously managed $550 million in client assets, have launched Fairvoy Private Wealth in Birmingham, Ala. The firm is led by Senior Private Wealth Advisor Stephen Davis, Senior Private Wealth Advisor and…
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The United States Postal Service has proposed several rate changes that could go into effect in the summer of 2024. These rate increases include raising a first-class stamp from 68 cents to 73 cents. The overall proposal amounts to an increase in all household name services by 7.3% of current rates. US Postal Service raises…
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Stratos Private Wealth, a division of Stratos Wealth Holdings' RIA corporation Stratos Wealth Partners, has attracted two more Stratos affiliates to its nascent W-2 platform in New York and New Jersey. North of New York City, Claricity Wealth & Planning now operates as Stratos Private Wealth–Westchester. Heald Financial Advisors in Marlton, NJ, has become Stratos…
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Google's Android equivalent of Apple's Find My network has officially arrived. Google published one blog post on Monday by unveiling the new, crowdsourced Find My Device network, which can help Android users find their devices, including phones and tablets, even offline. The network includes over a billion devices, according to Google, and began rolling out…
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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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