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Black Diamond: The TAMP Revolution’s Next Phase Is Personalization at Scale
Kyle Fleming of Black Diamond explains how the TAMP revolution’s next phase gives advisors personalization at scale without sacrificing control.
RIA Innovations: Building Independence Without the Learning Curve
RIA Innovations CEO Nelly Mubashi built her platform solving challenges she faced on leaving UBS—now advisors can skip the learning curve entirely.
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Malaysian Billionaire's Son Refuses $5 Billion Inheritance To Become A Monk
Ven Ajahn Siripanyo, the only son of Malaysia's third richest billionaire, gave up his inheritance of $3 billion to live in seclusion as a monk.
How Nvidia CEO Avoided $8 Billion In Taxes On Inheritance
Nvidia's CEO Jensen Huang will be able to pass on much of his fortune in the event of his death without paying around 40% of it in estate taxes.
Private Credit’s Struggling Pioneer Is A Warning Sign For Market
Since Franklin Templeton's acquisition of Alcentra two years ago, many private credit companies have expanded assets while Alcentra has shrunk.
Pick To Lead The SEC Signals A Shift Towards Lighter Regulation And Fraud Protection
Paul Atkins, President-elect Trump’s pick to lead the SEC, signals a shift toward lighter regulation and a more crypto-friendly environment.