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Mark Udis
Los Angeles Times· 6 days agoMark Udis, partner at Certuity, specializes in serving individuals and families with significant financial resources, particularly in the family office...
Insurex.net Names Two New Partners Specializing in Risk Management and Product Innovation
Digital Journal· 7 hours ago"The insurance industry has unbridled opportunities...of Insurex.net and former CEO and President of M Financial Group, the nation's premier financial product ...
‘This Is A Big Deal’—Congress Suddenly Hurtling Toward A ‘Crucial’ Crypto Vote That Could Blow Up...
Forbes· 4 days ago—are braced for a game-changing vote in Washington next week (even as a Wall Street bitcoin storm is...
Spuds Powell
Los Angeles Times· 6 days agoSpuds Powell, Managing Director of Kayne Anderson Rudnick, wealth advisors, a Cornell University graduate in industrial and labor relations, rose to...
Small Business - The Brewton Standard | The Brewton Standard
The Brewton Standard· 7 days agoKiplinger Advisor Collective is the leading criteria-based professional organization for advisors, managers, and executives in the financial< ...
High school and college grads: Here are some financial tips as you take your next steps
Springfield News-Leader via Yahoo Finance· 4 days agoEven small contributions can compound significantly over the years. In the Forbes survey, having...
Chris Paul Was Offered $100K By His Agent When Going To The NBA, But Here’s Why His Parents Insisted...
AfroTech via Yahoo Sports· 4 days agoThe NBA player had been drafted in 2005 as the No. 4 draft pick by the New Orleans Hornets, Fox News...
Steward Partners Named Among Washington Business Journal's 2024 Best Places to Work List
Benzinga· 5 days agoSteward Partners, a full-service, employee-owned, independent financial services firm has been named to the 2024 Greater Washington Best Places to Work list, an annual awards ...
I give my financial planning clients 3 money rules — but I break 2 of them all the time
Business Insider· 6 days agoAs a financial planner and owner of a wealth management firm, I work to ensure our clients have the...
Should you ever take financial advice from social media?
The Week via Yahoo Finance· 7 days agoSocial media may be appropriate for "general education about financial matters," but consider...
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