The most valuable year-end moves are the documents that protect the business and the family if something goes wrong in the year ahead. https://hubs.li/Q04hcb-10 Written by Andre Pennington of Pennington Law
About us
Forbes Finance Council is a vetted professional networking community for senior-level finance executives. Members get exclusive opportunities to build relationships with successful leaders, grow through exclusive live virtual events, and publish bylined articles and expertise on Forbes.com Forbes Finance Council is known for its diversity of perspectives and the members' willingness to give as much as they gain. The generosity and depth of insight in the community makes it an indispensible resource for every coach. Forbes Finance Council is part of the Forbes Councils network—a collective of vetted professional networking communities for senior executives and business owners in a variety of industries. Forbes Councils was created in partnership with Forbes.com by the expert community builders who founded Young Entrepreneur Council (YEC). Our mission is to connect exceptional business owners and senior executives with people and resources to help them thrive. All Forbes Councils are grouped by industry, so members can make meaningful connections. Our communities include: Forbes Agency Council, Forbes Business Council, Forbes Business Development Council, Forbes Coaches Council, Forbes Communications Council, Forbes Finance Council, Forbes Human Resources Council, Forbes Non-Profit Council, and Forbes Technology Council. Behind each of the world’s most successful business owners and executives is a strong community of support. Find yours at Forbes Finance Council today: forbesfinancecouncil.com
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http://forbesfinancecouncil.com
External link for Forbes Finance Council
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- Civic and Social Organizations
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- 11-50 employees
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- Boston, MA
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- 2016
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- business services, networking, thought leadership, and mentorship
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Updates
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The tools and advisor expectations are changing. But at the core, it’s actually pretty simple: People want clarity, connection and advice that fits their real life. https://hubs.li/Q04hcpMd0 Written by David Mozeika of Currence
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The best investors don’t just look for evidence that they’re right; they seek out what might prove them wrong. https://hubs.li/Q04hc19z0 Written by Thierry Brunel of Matter Family Office
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The real opportunity in AI is elevating advisors, not replacing them. https://hubs.li/Q04h8j6c0 Written by Dan Cavanaugh of Aidentified
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Selling a business may be the most visible milestone in a founder’s journey. But what comes after helps to determine whether that success endures. https://hubs.li/Q04h8fNs0 Written by Royce Ramey, CFA of Versant Capital Management, Inc.
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For more than a decade, private credit has been one of Wall Street’s quiet success stories. Now, that perception is starting to shift. https://hubs.li/Q04h7QM-0 Written by Jack Mullen, CRE of Summer Street Advisors, LLC
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💰 The line between gambling and investing has never been blurrier, and for finance leaders, that's worth paying attention to. This week's Finance Pulse breaks down why the gamification of markets is a real concern, what's behind the hedge fund comeback, and how $146.3 billion in private AI capital is reshaping the venture landscape.
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Some places slow you down in the best way. Our partner, Greywalls Hotel & Chez Roux is one of them. Tucked along Muirfield, it is all garden walks, long evenings, and quiet refinement. The kind of stay you do not rush through. Just settle in and let it unfold.
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You can be good at your job and still not be the best person for that job forever. https://hubs.li/Q04gS9Dy0 Written by Levi K. of Nav
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The question is not AI versus human advisors; it is knowing when each serves you best. https://hubs.li/Q04gSkRJ0 Written by Tim Croak of Croak Capital