There is no doubt that knowledge is power. This notion has fueled the popularity of our yearbook Advisor Transition Reportan in-depth analysis of advisor moves, transition deals and important trends in the wealth management space. The report captures the year in wealth management through 2023 and is designed to be a resource for advisors who…
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Opinions expressed by Entrepreneur contributors are their own. Facing the grim reality of declining startup funding in a the lowest in five years in the last quarter of 2023, entrepreneurs are at a crossroads. This year calls for a revolution in their business strategies, where AI emerges not only as a tool, but as a…
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Wealthtech Orion Advisor Solutions will give clients access to alternative investments through a partnership with CAIS Solutions. “We are excited to integrate with CAIS to provide access to alternative investment strategies from leading asset managers,” Orion CEO Natalie Wolfsen said in a statement. “CAIS is consistent with Orion's commitment to supporting the independent advisor community,…
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Compound Planning, a $1.45 billion tech-focused RIA created through acquisition last yearadded more recruits in the first two months of 2024 than in all of 2023. With 15 new advisers this year, five more than last year's total, Compound has been taking on recruits at a much higher rate than CEO Christian Haigh's stated target…
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The stock market often steals the spotlight in the bustling world of investing. However, another competitor has been quietly passing shares for the past three decades. It is not gold, real estate or bonds. It is agricultural land. This asset class has not only averaged a return of 11% per year, beating stocks, but has…
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(Bloomberg) — The the return of FOMO is fueling concern that the market could fall. Strong earnings and an overall downward trend in inflation have helped fuel a rally in the S&P 500 that few would want to miss. But with the index's 30% gain over the past 52 weeks stemming from just a handful…
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Opinions expressed by Entrepreneur contributors are their own. In the dynamic landscape of 2024, where brand differentiation is more vital than ever, a stark truth shines through: the era of faceless brands it's fading. A brand can no longer hide behind its company logo and expect to thrive. In a world where clients and partners…
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(Bloomberg) — Bitcoin price swings are intensifying after the digital asset surged to a record high, and a key question now is how investors in U.S. exchange-traded funds will react to the cryptocurrency. of Bitcoin Volatility Index T3, which uses option prices to give a sense of expected 30-day swings in the tick, has jumped…
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Opinions expressed by Entrepreneur contributors are their own. SOPs, or standard operating procedures, are a must for any company—remote or otherwise. However, when working with a completely remote team, there are some special considerations to take into account. Having run and worked remotely for over 20 years, I have a unique perspective on this that…
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