Tatiana Yulia Dante @Tatianayuliap

💻: PROFESSIONAL CRYPTO TRADE🧊:FOREX TRADE 🧑‍💻: OVER 7 YEARS EXPERIENCE 🏦: WEEKLY WITHDRAWAL 🛜: GOOD MINING SIGNALS 📨: DM TO GET STARTED Joined September 2025

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Tatiana Yulia Dante @Tatianayuliap

a week ago

Too many of us were raised on fear, not facts. And when it’s comes to building real wealth, that fear comes to hesitation, self doubts, and miss opportunities!

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InvestmentNews @investmentnews

3 weeks ago

Choreo’s senior wealth strategist Clint Costa raises alarms over the One Big Beautiful Bill Act’s complex tax changes. hubs.la/Q03HCsz80

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InvestmentNews @investmentnews

3 weeks ago

Larry Ellison, co-founder of Oracle, has overtaken Elon Musk to become the world’s richest person, according to the latest update from the Bloomberg Billionaires Index. hubs.la/Q03HQsNx0

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InvestmentNews @investmentnews

3 weeks ago

Industry giants Blackstone, KKR & Co., Ares and Cliffwater lead the boom, while brokerages like LPL Financial, Charles Schwab and Edward Jones revamp platforms—and Blackstone, Wellington and Vanguard team up to widen retail access. hubs.la/Q03HNXLj0

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InvestmentNews @investmentnews

3 weeks ago

Professional liability (E&O) insurance protects advisory firms from the high costs of negligence or “insurance guidance” lawsuits. Kevin Thompson of 9i Capital Group highlights how E&O limits exposure when clients allege fiduciary breaches. hubs.la/Q03HP9Xs0

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InvestmentNews @investmentnews

3 weeks ago

Bogart Wealth CEO James Bogart, who’s grown AUM from $600 million in 2020 to over $3 billion today, is rolling out profit-interest compensation—revenue-sharing for advisors and base-plus-bonus for staff—to fuel minimal attrition and organic growth. hubs.la/Q03H_2m40

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InvestmentNews @investmentnews

3 weeks ago

Celebrating the trailblazers of wealth management—InvestmentNews unveils the $100M Club: Top Female Advisors 2025. Read the full $100M Club report to learn how these leaders are reshaping the industry. hubs.la/Q03J1SQ20

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InvestmentNews @investmentnews

3 weeks ago

.@LPL Financial’s AI Advisor Solutions and Business Solutions teams provide the tools and support you need to implement these changes seamlessly. hubs.la/Q03H_gGZ0

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InvestmentNews @investmentnews

2 weeks ago

Markets hit record highs, and Fidelity’s Q2 2025 Retirement Analysis shows average 401(k) balances climbed 8.4% to $137,800 and average 403(b) balances rose 8.7% to $125,400 year-over-year. hubs.la/Q03JmsNL0

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InvestmentNews @investmentnews

2 weeks ago

#INPodcast: Host Bruce Kelly and managing editor Andy Burt discuss the top stories in the wealth management industry, including recent developments surrounding Chuck Roberts and Greg Cornick. Tune in to the latest episode of the InvestmentNews Podcast. hubs.la/Q03Jgvww0

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InvestmentNews @investmentnews

2 weeks ago

Advisors Capital Management’s PathFinder platform leverages Self-Directed Brokerage Accounts (SDBAs) to offer a secure, compliant way to advise on retirement assets—without login sharing, custody risk, or ERISA conflicts. hubs.la/Q03Jgx5C0

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InvestmentNews @investmentnews

2 weeks ago

High earners face a SALT torpedo in 2025’s tax code shakeup. Joshua Shoshan at Wealthspire Advisors warns that SALT deduction phaseouts for incomes between $500K–$600K can nullify tax-saving moves. hubs.la/Q03Jz7L10

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InvestmentNews @investmentnews

2 weeks ago

#InTheNasdaq: In a recent InvestmentNews interview, Tim Steffen of Baird Private Wealth Management breaks down the sweeping implications of the One Big Beautiful Bill Act (OBBBA) for advisors and investors. hubs.la/Q03JMpNw0

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Investment Wisdom @InvestingCanons

a week ago

“Our primary frontier of risk management isn’t wide diversification, but the quality of the individual businesses, their balance sheets, and the people who run them.” — Chuck Akre

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Investment Wisdom @InvestingCanons

a week ago

Warren Buffett: “Never bet against America. Despite some severe interruptions, our country’s progress has been breathtaking…”

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Investment Wisdom @InvestingCanons

a week ago

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Investment Wisdom @InvestingCanons

a year ago

"We don't have to be smarter than the rest. We have to be more disciplined than the rest." — Warren Buffett One of the biggest misconceptions investors have about investing: They believe intelligence is the top skill. Of course, intelligence can be an invaluable asset. But…