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11 Investments to read this week

After more than two months of positive fund flows, the largest bitcoin ETFs have posted outflows in recent days. Morningstar looked at five ETF trends to watch in the current market environment. These are among the investment must-reads we found this week for wealth advisors. WealthManagement.com Staff | April 30, 2024 Source link

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How to handle difficult customer conversations

Opinions expressed by Entrepreneur contributors are their own. Every business owner knows the feeling – that pit in the stomach when you know you have to show the client some not-so-good results. You are busy with work to justify not answering the phone. You write the email but don't send it until late Friday to…

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Former Ameriprise representative sentenced to 5 years for defrauding $1.2 million

A former Ameriprise adviser was sentenced to five years in prison for stealing more than $1.2 million from at least ten clients, according to the Justice Department. Dusty Sternadel pleaded guilty to wire fraud in January and was sentenced Friday by U.S. District Judge Reed O'Connor in Texas federal court. Connected: Indiana councilman sentenced to…

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Leadership lessons from the sudden closure of two popular chains

Opinions expressed by Entrepreneur contributors are their own. In the wake of sudden shutdown of Chicago Foxtrot and Dom's Kitchen & Market (parent company of Outfox Hospitality), the story of how it unfolded serves as a powerful lesson for leaders on the importance of communication during a cRISIS. This scenario played out in real time…

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BIP Wealth acquires GA firm, reaches $3.3 billion in AUM

BIP Wealth is acquiring Money Advisor Group, increasing its assets under management to over $3.3 billion. BIP Wealth provides investment management and planning for high net worth individuals and families, with offices in Atlanta, Alpharetta, Ga., and Nashville, Tenn. and Columbus, Ga., since acquiring Money Advisor Group (that firm manages about $300 million in assets)….

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McDonald's CFO: Bigger burgers, more meat testing this year

After months of testing and teasing dozens of tweaks to its original burger, McDonald's is now unveiling one massive change that customers will notice — the size. In a call Tuesday with analysts, McDonald's chief financial officer Ian Borden announced that the chain will test a larger burger this year in select markets. “As we…

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Diversify Advisor Network launches retirement plan services

Diversify Advisor Network, a $7 billion Utah-based wealth management firm comprised of two corporate RIAs, a broker/dealer and an alternative-focused asset management division, has launched a new program targeting services retirement plan advisors. The program leverages the expertise of Todd Nuttall and David Gardner, who merged their Caliber Wealth Management firm into Diversify earlier this…

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Walmart launches Bettergoods food brand with 'unique' flavors

Walmart announced on Tuesday that it is putting a new food label on shelves called Bettergoods — the largest private food brand launched by the retailer in two decades. The move could help Walmart retain higher-income shoppers who have flocked to the retailer in times of higher inflation by filling Walmart's grocery aisles with 300…

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Adjusted for risk: Building portfolios to withstand higher for longer

Advisors Asset Management CIO Cliff Corso provides a historical perspective when assessing today's investment environment. During this very informative and entertaining discussion, Cliff also shares his thoughts on building an investment portfolio to help weather rising inflation and uncertain monetary policies. Source link

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Why am I signed out of iCloud, Apple ID? Users report bugs

If you're having trouble with your Apple ID this week, you're not alone. A unknown interrupt is reportedly affecting Apple users who were logged out of their Apple IDs over the weekend and were forced to perform a password reset before regaining access to their accounts. outlet 9 to 5 Mac reported that some users…

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