MiB: Joe Lonsdale of 8VC, Palantir, Adapar & Opto

MiB: Joe Lonsdale of 8VC, Palantir, Adapar & Opto

[ad_1]     Reside from FutureProof in Huntington Seashore, California, Barry Ritholtz speaks with Joe Lonsdale of 8VC. Beforehand, he co-founded Palantir Applied sciences, based Adapar, a wealth administration platform, and Opto, a personal market funding platform. On this episode, Lonsdale discusses the significance of expertise in varied sectors, the necessity for innovation in protection,…

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Weekend Studying For Monetary Planners (September 21–September 22)

Weekend Studying For Monetary Planners (September 21–September 22)

[ad_1] Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that the North American Securities Directors Affiliation (NASAA) launched the newest version its annual survey outlining the state of state-registered RIAs, displaying that the variety of state-registered corporations and their belongings declined barely in…

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#FASuccess Ep 403: Carving Your Path As An Funding Nerd By Constructing A Fractional CIO Answer For Different Advisory Corporations, With Eric Stein

#FASuccess Ep 403: Carving Your Path As An Funding Nerd By Constructing A Fractional CIO Answer For Different Advisory Corporations, With Eric Stein

[ad_1] Welcome everybody! Welcome to the 403rd episode of the Monetary Advisor Success Podcast! My visitor on in the present day’s podcast is Eric Stein. Eric is a companion at East Bay Funding Options, a agency that gives fractional Chief Funding Officer providers primarily based in Charleston, South Carolina, that helps over $6 billion in…

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Cyber Legal responsibility Insurance coverage 101

Cyber Legal responsibility Insurance coverage 101

[ad_1] Since October is Cybersecurity Consciousness Month, we thought it could be a really perfect time to cowl one very important facet of cybersecurity in your agency: cyber legal responsibility insurance coverage. It’s doubtless that your monetary companies agency collects, transmits, shops, views, and interacts with personally identifiable data (a.ok.a., social safety numbers, e mail…

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