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. How client asset thresholds affect the kinds of services you can deliver and, ultimately, your profitability. Will consolidation recreate the wirehouse model?

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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.

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The Motley Fool

JULY 1, 2023

I don't think there's a whitepaper out there that the Fed is pointing to that says, no, 2% is the correct long-term rate of inflation. A bank is solving around a risk, and there's a large perceived risk in asset class change. Matthew Argersinger: I love that question. laughs] I'm serious. It's just a number.

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Insight Partners

DECEMBER 4, 2023

It enables company teams to unlock value from proprietary data by securely ingesting and organizing information found in presentations, spreadsheets, proposals, whitepapers, and emails. As of June 30, 2023, the firm has over $80B in regulatory assets under management.

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Indigo Marketing Agency

AUGUST 2, 2024

High-Quality, Relevant Content Our talented and experienced writers produce a wide array of high-quality materials tailored to the financial industry, including articles, whitepapers, e-guides, webinars, and more. We are closely monitoring the situation and making the necessary adjustments to keep your site on track.

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FMG

FEBRUARY 2, 2023

Snyder Asset Management includes a straightforward call-to-action that simply says, “Let’s Talk” after the question, “How Can We Help You Move Towards Greater Financial Health?” You have 7 seconds to make a strong first impression, so make sure you are engaging with them and then giving them clear, direct instructions on your call to action.

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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.

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The Motley Fool

MARCH 29, 2025

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. dollar (and dollar-denominated assets), pushing Bitcoin to unbelievably higher price levels in years to come. For much of its early history, Bitcoin was primarily viewed as a medium of exchange.

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The Motley Fool

MARCH 14, 2025

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. And even if you see significant value in Bitcoin assets, you could still argue that it's overpriced. In my eyes, Bitcoin is a great asset to own in the long term.

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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.

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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.

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Best Practices Prospects Assets Returns 52

The Motley Fool

MARCH 26, 2025

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%

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The Motley Fool

NOVEMBER 8, 2024

That's a distinctly different tone than the reluctant reviews of digital assets under the Biden administration. The recent introduction of exchange-traded funds (ETFs) based on spot Bitcoin prices has made the crypto asset available to whole new types of investors. Don't forget about the halving of Bitcoin mining rewards.

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Exchange-Traded Funds Debt Assets Accounting 246