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Adviser links: compassionate objectivity

Abnormal Returns

thinkadvisor.com) How AI startup FINNY came to be. riabiz.com) Zocks, which is focused on advisor-client meetings, raised a Series A. citywire.com) What would an agentic AI solution look like for a financial advisor? kitces.com) Aging Older Americans have a bad sense of the risk of long-term care costs.

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Tips to Build Wealth with Patience and Time

WiserAdvisor

A financial advisor can guide you on how to optimize your investments to build wealth and financial stability. Tip #3: Identify investment strategies to build long-term wealth Building long-term wealth requires identifying investment strategies that align with your goals, risk tolerance, and timeline.

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5 Best Long-Term Investment Strategies for 2025

WiserAdvisor

These are usually younger companies, such as startups, that are still growing and finding their footing in the market. Now, here is the key point – small-cap stocks come with more risk, but they also offer more potential for reward. However, if you are concerned about the risk, do not go all in.

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The Latest In Financial #AdvisorTech (June 2024)

Nerd's Eye View

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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The Latest In Financial #AdvisorTech (November 2022)

Nerd's Eye View

Welcome to the November 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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Tender Offers: A Comprehensive Guide for Startup Employees

Harness Wealth

Equity compensation is a popular strategy used by startups to attract and retain top talent, and it can sometimes result in significant financial rewards for founders and employees alike. Pros and Cons of Tender Offers for Startup Employees Personal Financial Planning Considerations Frequently Asked Questions What is a Tender Offer?

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Are Alternative Investments the Key to Diversifying Your Portfolio?

Fortune Financial

Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. Each of these alternative investment options offers its own set of risks and rewards. Assess Risk and Return Profiles Consider your investment goals, risk tolerance and time horizon.