Steve Sanduski

JANUARY 16, 2024

On today’s show, Mark Hurley discusses his latest whitepaper, Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry. Why advisors need to broaden their services beyond “investment functions” before their competitors do — even if it compresses their margins.

Financial Services 59

Financial Services Assets Companies Investing 59

Private Equity Wire

FEBRUARY 13, 2025

The European mid-market for GP stakes is emerging as a compelling opportunity for private equity investors, according to a newly released whitepaper from Armen, a private investment firm focused on the sector. While GP stakes investing has long been established in the US, Europes market is experiencing a recent surge in activity.

Stakes 49

Stakes Leveraging Assets Capital 49

The Motley Fool

JULY 1, 2023

Two investments on their radar: Spotify stock and Schwab U.S. To get started investing, check out our quick-start guide to investing in stocks. 10 stocks we like better than Walmart When our analyst team has an investing tip, it can pay to listen. How housing's impact on inflation probably won't slow down any time soon.

Banks 243

Banks Mergers and Acquisitions Debt Capital 243

Insight Partners

DECEMBER 4, 2023

Rohirrim will use the investment to continue building its world-class team and further enhance its platform and offering of secured, company and task-specific language models. With Insight’s investment, Koran joins Rohirrim’s Board of Directors. As of June 30, 2023, the firm has over $80B in regulatory assets under management.

Startups 52

Startups Venture Capital Education Consultants 52

Indigo Marketing Agency

DECEMBER 18, 2019

But which marketing companies for financial advisors will help you grow your assets under management (AUM) and which are a waste of money? Her firm provides one-on-one consulting services for two groups of people: elite firms managing $300 million to $1 billion in client assets and their high-performing assistants. Investments.

Companies 52

Companies Education Consultants Consulting 52

The Motley Fool

MARCH 29, 2025

Where to invest $1,000 right now? In fact, the original Bitcoin whitepaper called it a "peer-to-peer electronic cash system," and that's exactly what it was supposed to be. It's something that you can invest in, and trust that it will preserve its value over time. Should you invest $1,000 in Bitcoin right now?

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Investors Assets Debt Banks 200

The Motley Fool

MARCH 14, 2025

To put the gains in context, the S&P 500 (SNPINDEX: ^GSPC) market index showed a total return of 49% over the same period: Where to invest $1,000 right now? The value of this digital asset isn't based on anything real, so the only way to make money with it is to find a buyer willing to pay a higher price.

Exchange-Traded Funds 246

Exchange-Traded Funds Assets Accounting Funds 246

Steve Sanduski

NOVEMBER 5, 2024

Your compensation is driven by net new assets. I think that advisor today, maybe they’ll choose to leave the hard-charging environment of the big firms that says you have to grow, if you want to keep up your income you have to add X amount of net new assets. It’s a whole carrot and stick thing.

Consultants 59

Consultants Consulting Assets Investing 59

Indigo Marketing Agency

DECEMBER 11, 2024

Assets like webinars, case studies, whitepapers, and a high-speed, mobile-friendly website are crucial elements in driving prospects to the next stage. Consideration Next, prospects consider your services as a potential solution to their financial needs. – Keep your branding consistent to provide a cohesive prospect experience.

Best Practices 52

Best Practices Prospects Assets Returns 52

The Motley Fool

MARCH 26, 2025

Where to invest $1,000 right now? The Bitcoin whitepaper that defines the first cryptocurrency compares its incentive structure to physical gold. A gold miner is rewarded by selling the gold they find, essentially converting the miner's work and assets into additional reserves of physical gold. But Bitcoin prices dipped 64.8%

Assets 100

Assets Banks Portfolios Investors 100

The Motley Fool

NOVEMBER 8, 2024

That's a distinctly different tone than the reluctant reviews of digital assets under the Biden administration. High-risk, high-reward investments like Bitcoin can provide more generous returns than buying low-rate debt papers. It's still a risky investment Remember what I said about high risk and high reward?

Exchange-Traded Funds 246

Exchange-Traded Funds Debt Assets Accounting 246