Advisors

TECH

Winnipeg-based Conquest Planning, which uses AI to help financial advisors and other clients make decisions, raised an $80M Series B led by Goldman Sachs (Jon Fingas/BetaKit)

Featured Podcasts Lenny’s Podcast: Naming expert shares the process behind creating billion-dollar brand names like Azure, Vercel, Windsurf, Sonos, Blackberry,…

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BUSINESS

Advisors Say $1,000 ‘Trump Accounts’ Won’t Benefit Families Who Need Help Most

Photo by Natilyn Hicks via Unsplash Are your clients planning on having children? Tell them to hurry it up. Inside…

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BUSINESS

Mariner expands in Ohio with Hyre Personal Wealth Advisors

Mariner Financial Services has acquired Hyre Personal Wealth Advisors, a firm based in Columbus, Ohio. The acquisition enhances Mariner’s assets…

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BUSINESS

Palo Alto Networks Acquires Protect AI For $500M+, A Startup Backed By Salesforce, Samsung, And 01 Advisors In AI Security Push

Palo Alto Networks (NASDAQ:PANW), the global cybersecurity powerhouse with a market capitalization nearing $120 billion, is making a high-stakes move…

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SCIENCE

Firing Science Advisors Will Leave the U.S. Senseless

Firing Science Advisors Will Leave the U.S. Senseless From public health to space exploration, advisory panels have helped U.S. agencies…

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WORLD

Bangladesh Chief Advisors China Tour Cements Dhaka-Beijing Relations — Global Issues

Bangladesh Chief Adviser Prof. Muhammad Yunus meets Chinese President Xi Jinping at the Great Hall of the People in Beijing…

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BUSINESS

Crypto for Advisors: Crypto Investment Misconceptions

In today’s issue, Christopher Jensen from Franklin Templeton cuts through some of the noise and misconceptions about crypto investing in…

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