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In this episode of the Modern Financial Advisor Podcast, Aaron Klein , CEO and Co-Founder of Riskalyze shares how financial advisors can grow their business. in terms of winning new clients, increasing share of wallet, and reducing client attrition by getting better at helping clients understand risk. As Aaron explains, it all comes down to providing clients with more comfort and confidence in their financial journey.
Posted by Gary Gensler, U.S. Securities and Exchange Commission, on Thursday, March 16, 2023 Editor's Note: Gary Gensler is Chair of the U.S. Securities and Exchange Commission. This post is based on his recent public statement. The views expressed in this post are those of Chair Gensler, and do not necessarily reflect those of the Securities and Exchange Commission or the Staff.
Posted by Hester M. Peirce, U.S. Securities and Exchange Commission, on Thursday, March 16, 2023 Editor's Note: Hester M. Peirce is a Commissioner at the U.S. Securities and Exchange Commission. This post is based on her recent public statement. The views expressed in this post are those of Commissioner Peirce and do not necessarily reflect those of the Securities and Exchange Commission or its staff.
Speaker: Susan Spencer, Principal of Spencer Communications
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Affordable broadband with wraparound support could expand access to cost-efficient virtual health for underserved communities. Seven actions could help state and local leaders unlock this opportunity.
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Mint Mobile, which launched in 2016, is known as a cheaper alternative to expensive mobile plans. The actor Ryan Reynolds purchased an ownership stake in the company in 2019.
As artificial intelligence gets better at predicting human behavior, a business psychologist encourages people to strengthen the uniquely human skills that machine learning has yet to tap.
McGlinchey Stafford PLLC has added a former Adams and Reese LLP capital partner and financial services attorney to its creditors' rights, financial restructuring and bankruptcy group in Florida.
Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker
The old adages that "cash is king" and "you can’t spend profits" still hold true today. But however well-known these sayings might be, it requires a change in mindset to properly implement a cash flow management system that predicts your business's runaway as accurately as possible. Key to this new mindset is understanding the difference between the Statement of Cash Flows, a historical look at the source and uses of cash, and the Cash Flow Statement, which uses transaction history and forward-l
Canadian convenience store operator Alimentation Couche-Tard (OTC: ANTCF ) has signed agreements covering TotalEnergies SE's (NYSE: TTE ) retail networks in four European countries. The proposed acquisition would comprise 100% of TotalEnergies retail assets in Germany and the Netherlands and a 60% controlling interest in the Belgium and Luxembourg entities.
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In this webinar, Joe Apfelbaum, CEO of Ajax Union and business strategist, will take you through the ABCs of intent data. You'll learn how to effectively use it to drive business results, with practical tips on how to leverage both company and contact intent data to maximize your marketing efforts. Whether you're a seasoned marketer or just getting started, this webinar is a must-attend for anyone looking to stay ahead in the ever-evolving world of digital marketing.
The aerospace and defense industry is transitioning from an older to younger workforce, but it faces intense competition for talent. It needs a radical response.
Law firms that have failed to see real progress despite years of diversity initiatives can move forward by committing to tackle four often-taboo obstacles that hinder diversity, equity and inclusion efforts, says Steph Maher at Jaffe.
A California federal judge indicated on Thursday that she'll likely toss video game buyers' antitrust suit challenging Microsoft's planned $68.7 billion buyout of Activision Blizzard but let them try again, telling their counsel the suit is "very scattershot" and that they "should probably get working on your amended complaint.
A Unity Software Inc. stockholder who sued in Delaware's Chancery Court to delay a stockholder vote on a $1 billion note issuance says his attorneys should get a $850,000 fee award because the lawsuit prompted better disclosures about the company's $4.4 billion merger with ironSource Ltd.
Private equity firm Ethical Capital Partners said Thursday it would purchase MindGeek, a controversial media company with a large portfolio of adult entertainment properties, including Pornhub.
There are two forces within an audit team: senior staff and junior staff. For audit team leaders, both are extremely important and bring to the table unique sets of experiences and skillsets that are needed for a modern audit. The key is bringing together their strengths to help firms stay ahead of the curve. The reality is that the face of audit is changing , and today’s auditors are expected to be well-versed in a variety of disciplines.
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Rules of thumb based on a percentage of AUM are frequently cited in the RIA industry as a back-of-the-envelope way to quickly estimate a firm’s value. One reason for the prevalence of AUM multiples is purely practical—AUM for RIAs is a publicly available metric, and it’s often the only window into a firm’s financial performance available to third parties.
Microsoft on Wednesday slammed the Federal Trade Commission's request for more documents in its challenge to the tech giant's proposed $68.7 billion merger with Activision Blizzard, saying the companies have already handed over 17 million pages to regulators, who agreed on the exact process used.
Kraft Heinz Co. shareholders who sued in Delaware's Chancery Court over a $15.4 billion write-down may take 30 days to decide how to consolidate their efforts, but may not stay their case indefinitely while a different group of investors settles a federal securities action in Illinois, a Delaware vice chancellor said Thursday.
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