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Nobel Heir Invests in US Wealth Manager

Photo by Osama Shukir Muhammed Amin FRCP(Glasg) via CC BY-SA 4.0

Peter Nobel is among a group of investors partnering with the wealth manager Cardea to create a rebranded firm Fourcore Capital.

2 min read
Advisor Upside

Franklin Templeton, TD Bank in Regulators’ Crosshairs

Photo by Phillip Pessar via CC BY 2.0

Regulators are intensifying their focus on two financial institutions with the potential for fines stretching into the billions of dollars.

2 min read
Patent Drop

Roku Patent Balances Ad Output as Streaming Industry Plateaus

Photo via U.S. Patent and Trademark Office

The tech aims to walk a fine line of not overloading customers with bad ads as several streamers launch their own ad-supported tiers.

2 min read
Patent Drop

Apple Ring Patent Highlights Potential Plan to Expand Product Lineup

Photo via U.S. Patent and Trademark Office

Though the company has competitors in the space from Samsung and Oura, its walled garden ecosystem could give it an advantage.

2 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Morningstar’s CEO Kunal Kapoor on Private Assets and ‘Extracting Gold’

Photo via Morningstar

3 min read
Succession Planning Vacuum Risks Alienating RIA Clients, Next-Gen Leaders

Photo by Boom via Pexels

2 min read
Family Offices Explore Private Credit as Private Equity Returns Stall

Photo via Spencer Jones/Plexi Images/GHI/Universal Images Group/Newscom

1 min read

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