Many advisors spend years managing investments, but for wealthy families, portfolio management is often the starting point. Jason Diamond welcomes Konstantin Hatzivasiliou, a partner with CERTUITY, to discuss how his journey from aspiring professional golfer to head of a nearly $5 billion multifamily office has shaped his approach to client service. Their discussion examines why […]
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This year, a storm of new companies taxTaxes are mandatory payments or charges that local, state, and national governments collect from individuals or businesses to pay for general government services, goods, and services. disclosure is coming – a response to increased transparency requirements from US accounting standards, the European Union, and Australia. The new rules […]
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Opinions expressed by Entrepreneur contributors are their own. Main Agreement Being surrounded by “yes-people” will get you nowhere. Instead, intentionally create a culture that welcomes disagreement and encourages thoughtful disagreement, both to keep yourself in check and to keep your organization on track. The fastest way to build trust as a leader is to admit […]
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Builder confidence declines in July as affordability pressures persist Skip to content © 2006-2026 HW Media, LLC. All rights reserved.Powered by WordPress VIP What’s new? Updated 2 hours ago Latest Source link
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Opinions expressed by Entrepreneur contributors are their own. Main Agreement People outside your organization will always give you something your team never can: an honest, real-world perspective with nothing to gain by telling you what you want to hear. Surround yourself with the right people in the right rooms and see how quickly your business […]
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(via Getty Images) Ed. Note: Welcome to our daily feature Trivia Question of the Day! According to SurePoint’s new 2026 Law School hiring report, what percent of next summer’s (ie, summer 2027) associate offers were made before July 2025? Hint: Last year, only 34% of offers were made in this time frame… it’s up. See […]
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Stanley Martin’s purchase of Holiday Builders highlights the widespread transformation Skip to content © 2006-2026 HW Media, LLC. All rights reserved.Powered by WordPress VIP What’s new? Updated 3 minutes ago Latest Source link
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Client referrals and recruiting are the top two priorities for Charles Schwab-controlled registered investment advisors, according to a company report. Annual RIA customer survey. When asked to name their top three priorities, organizations with more than $250 million in assets under management frequently identified customer acquisition through new referrals as their No. 1 focus for […]
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Shave and go back to school; two books of income; voluntary surrender; and other recent tax matters. Administrative Matters Concord, New Hampshire: Anthony Sanborn, aka Andy Sanborn, 64, pleaded guilty to embezzlement. Sanborn is scheduled to be sentenced on October 15. Sanborn owns and operates Win Win Win, a company that does business as Concord […]
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