Merchant Invests in $3.1B AUM Corient Capital Partners

Merchant Investment Management, a New York-based private partnership that provides growth capital and other support to independent financial services firms, among them RIAs, has made a minority, non-control investment in Newport Beach, Calif.-based wealth manager Corient Capital Partners. Terms of the deal were not disclosed, but Corient, which broke away from Merrill Lynch in 2015, […]

3 Things Every Entrepreneur Must Know to Grow Their Business

It seems like everyone these days is an entrepreneur. After all, anyone with a computer and an internet connection has the opportunities to serve a global audience. The harsh reality is that the vast majority of these budding entrepreneurs will never make the money they hope to through their new business venture. Most will fail […]

6 Tips for Designing the Best Tech for First-Time Entrepreneurs

September 21, 2020 5 min read Opinions expressed by Entrepreneur contributors are their own. Becoming an entrepreneur can seem like a daunting move, and for good reason. Half of all businesses fail in their first five years. While the internet is full of guides, tips and tricks to help you make your idea a successful one, […]

At $5 Trillion, the ETF Market Is Showing Signs of Saturation

(Bloomberg) — America’s exchange-traded funds are shutting down at a record pace and the production line is stuttering as issuers struggle to sell new products in the $5 trillion market. More than 130 ETFs have been liquidated in 2020, already the most ever, while 178 funds have started trading — roughly on course to match […]

The Myth That 70 Percent of Change Initiatives Fail

September 21, 2020 8 min read Opinions expressed by Entrepreneur contributors are their own. After a long and painful existence, the “Myth that 70 Percent of Change Initiatives Fail” was laid to rest alongside other tenacious old saws like the “Myth that The Customer is Always Right” (thank you, Steve Jobs, who exposed that customers […]

The Ultimate Guide to UX Design

Think about a website or app you love. What do you love about it? The ease of gathering relevant information? How you can buy something in one click (and have it delivered tomorrow)? Or how quickly it answers your questions?

Help Clients Visualize What You’ve Told Them for Years

Sponsored by Riskalyze Recent market volatility showed us it’s easy for clients to get caught up in the ocean of information available online and elsewhere.  It’s important for advisors to direct clients and prospects to reliable sources of data that have stood the test of time – delivered to them in a format they can […]