Wealth Management Industry Awards: On the Red Carpet with Max Lane
Hear from Max Lane, CEO of Flourish as he discusses how his firm empowers advisors to move beyond holistic advice to holistic implementation. Source link
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Billionaires Buffett, Gates and Zuckerberg are all middle children
You may already know an important fact Warren Buffett, Bill Gates AND Mark Zuckerberg: They all belong to the $100 billion club, which boasts only 14 members. Image Credit: Monica Schipper | Getty Images. Warren Buffett, left; Bill Gates, yes. Buffett, the 94-year-old chairman and CEO of Berkshire Hathawayhas a net worth of 143.1 billion…
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Wealth Management Industry Awards: On the Red Carpet with Joseph Kuo
At the 10th Annual Wealth Management Industry Awards, Joseph Kuo, Founder and CEO of Haven Tower discusses the importance of increasing confidence and awareness in the wealth management space and recognizing the significant positive impacts advisors have on clients. theirs. Source link
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I have partnered with 15 companies – Here's what it takes to build strong and lasting alliances
Opinions expressed by Entrepreneur contributors are their own. When creating strategic partnerships, you must first understand your own why. Is it for growth in your existing market, entering a new market, reducing churn or gaining the “trust” of the end buyer by partnering with a well-known name? This clarity purpose drives everything that follows. I…
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The Word on WealthTech for October 2024
We were right in our prediction that the industry conferences happening in September would lead to new technology news. As we approach the end of 2024, we definitely see a theme emerging that large and complex institutions in wealth management are working diligently to deliver new technology to their clients at a rapid pace. This…
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Barbara Corcoran: Ask this question before selling your home
Mortgage rates fell to a two-year low last week, moving around 6.08%, previously inches up 6.12% on Thursday. Barbara Corcoran, founder of real estate firm The Corcoran Group and longtime “Shark Tank” investor, says the immediate impact will bring more buyers and sellers to the market, but there's still one big problem. Sellers with low…
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Fidelity Plans Latest Muni Market ETF Mutual Fund Return
(Bloomberg) — Fidelity Investments is looking to convert two of its municipal bond mutual funds into exchange-traded funds, a move that underscores the popularity of the US$10 trillion arena. The two affected funds are the $170 million Fidelity Municipal Bond Index Fund and the Fidelity Municipal Core Plus Bond Fund, which has less than 70…
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She started an 8 figure business after her near death experience
“I've always wanted to make a difference,” Emily Hikade, founder and CEO of the luxury sleepwear and home company. Small feathershows entrepreneur. “I loved make a difference. I wanted to do something that meant something.” Image Credit: Courtesy of Petite Plume. Emily Hikade. Growing up in Central Wisconsin, Hikade was curious to the world from…
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Banks seek $30 billion in debt deals from private credit
(Bloomberg) — Banks are taking advantage of lower interest rates to pull corporate debt deals from private equity funds, making a big comeback after losing market share in recent years. Almost $30 billion of private debt has been refinanced through syndicated loans in more than 70 deals so far this year, according to Bank of…
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Lying on a CV is common. Here's why it won't work.
When it comes to resumes, telling a little lie is all too common. In fact, a new survey from the online career resource platform Resume Genius found that 48% of job seekers have either lied or considered lying on their CV. IN 2024 Lying on Resumes Reportbased on one original survey of 1,000 managers29% of…
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