Lido Advisors Names Dan Marquis as CFO Dan Marquis Wealth advisory firm Lido Advisors LLC named Dan Marquis as chief financial officer. Marquis brings two decades of financial leadership experience, with expertise in financial planning and analysis, capital markets, mergers and acquisitions, and long-range strategic planning. As CFO, he will oversee the firm’s financial operations…
MSCI kept South Korea classified as an emerging market last month, FT reported, citing the absence of a fully convertible offshore won market. An upgrade to developed status could attract about US$30bn from passive funds, BNP Paribas Securities estimates. But the country’s index weighting would drop sharply, from about 24 percent of MSCI’s emerging market benchmark to roughly 3 percent of…
Over the years as an attorney, I’ve worked with a lot of businesses. Many of these have been family-run and family-owned businesses. According to a 2026 report from the U.S. Small Business Administration Office of Advocacy, about one in four employer firms (26.1%) were family-owned in 2022. These are families who’ve been faithful to their…
For those who are caring for their aging parents and raising kids at the same time, it can often seem like there’s never enough time, money, or energy to provide for all the family members who need you. In particular, handling finances when two different generations are relying on you can feel like an impossible…
The document sets a framework for cooperation rather than any binding commitment. Any resulting transaction, investment or project would depend on separate written agreements and on internal, regulatory and other approvals, the parties said. Nuclean describes itself as a technology-neutral platform that brings together technology providers, the industrial supply chain, investors, off-takers and engineering participants working on small…
The common thread linking this week’s biggest market events is the state of the U.S. economy. The biggest day is Tuesday, when the nation’s largest banks — JPMorgan , Bank of America and Citigroup , along with Club names Wells Fargo and Goldman Sachs — mark the start of second-quarter earnings season. As if that…
Policymakers judged that upside risks to price stability remained elevated even as risks to US employment eased, according to Reuters, and several said price pressures had broadened across goods and services. Some officials expected inflation to recede as energy costs and tariff effects fade, the minutes showed, a view complicated on Wednesday when Trump signalled that…
Over the last decade, the rising cost of new and used cars have driven up the amount of the average car loan. To make up for this, auto lenders have started offering longer car loans that let consumers borrow more with a lower monthly payment. The State of the Automotive Finance Market from Experian states…
Home » Invest » Bitcoin Historical Annual Returns (10 Years, 5 Years, 3 Years, 1 Year) Explore Bitcoin’s fascinating journey from its inception to its recent highs and learn about its impressive historical returns. Whether you’re a seasoned investor or new to cryptocurrency, this article provides insights into Bitcoin’s milestones and how it stacks up…
As artificial intelligence reshapes how information is delivered, financial advisors are being challenged to rethink what truly differentiates their value. Mindy Diamond sits down with James Woodfall, a former wealth management business owner turned emotional intelligence expert and founder of Raise Your EI, to explore why emotional intelligence may become one of the profession’s greatest…