Bogart Wealth is pleased to share we were named one of the Largest Wealth Management Firms in Greater Washington by the Washington Business Journal, ranked by metro-area financial planners, coming in at #11 on the list. Big shout out to our entire Bogart team for aiding in our growth. You guys are the real winners! Learn more and see the full list here:
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Ready to level up your decision-making game? At Williams Lea, we’ve got the insights that will keep you ahead of the curve. Dive into our treasure trove of industry research and discover what’s shaping the financial, legal, and professional services sectors. Want to stay in the know? Check out the latest developments here ➡️ https://hubs.la/Q02MXb4T0 #WilliamsLea #IndustryResearch #FinancialServices #ProfessionalServices #LegalServices #Innovation #StayInformed
Empower your decisions with Williams Lea's industry research and resources. In today's data-driven world, information is your most valuable asset. Our comprehensive library offers a wealth of insights to keep you ahead of the curve. Access the latest developments in the financial, legal, and professional services sectors ➡️ https://hubs.la/Q02MXb4T0 🏢 Industry reports and analysis 📈 Data and statistics 📃 Thought leadership and more #WilliamsLea #IndustryResources #IndustryResearch #FinancialServices #ProfessionalServices #LegalServices #Innovation #StayInformed
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Check out this insightful piece in FT Adviser from our Managing Director, Mark Sanderson, as he delves into why he finds that the advice gap is more of a structural problem than an industry one. http://spr.ly/6046jSt8I
Advisers' valuable work overlooked in discussions about advice gap
ftadviser.com
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All sell-side and buy-side firms have to perform opinion reviews and whilst this is crucial from a legal, regulatory and operational risk perspectives, it is also quite time consuming. Has your business ever asked for things to be done quicker or asked for a netting or enforceability analysis which has supposedly been done in the past but hasn't been stored in the right place? By outsourcing your netting and enforceability #opinionreview needs to us, you will have the analysis done efficiently and stored securely with easy access and ability to answer any questions that might come your way. It will free up valuable time that can be dedicated to your core competencies, your strategic legal and business goals. It will be one less thing to do or worry about. You want to find out more? Please see what we offer below and get in touch! 2024 is the year when you save cost and bring efficiency to your team! #2024strategy #efficiencymatters #legalsolutions https://lnkd.in/dvVUfZvb
DRS Opinion Review Services
linkedin.com
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Did you know that deleting unnecessary or unfair terms from #contracts can be therapeutic? This is for the #lawyer doing the drafting and everyone involved in the transaction. Sign us up! ✔ Clarity: removing unnecessary or confusing language clarifies what's expected ✔ Empowerment: readers actively engage in the transaction ✔ Ownership: readers take responsibility when they are certain what is expected of them ✔ Trust building: transparent agreements build trust ✔ Avoid assumptions: we all know what's going to happen Check out these #plainlanguage investment products we developed with Hey Plain Jane. #Bonus content of Elizabeth de Stadler 🎈being all serious and lawyerly 🤓 https://lnkd.in/dqqZW3aP
Plain language financial services products? Yes please! - Novation Consulting
https://novcon.co.za
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Check out this video to hear three money myths and to begin separating fact from fiction.
The Latte Lie and Other Myths
eagleflightwealthmgmt.com
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In this month’s issue of Worth Magazine, my colleagues Doug Macauley and Nicole Nava from our Private Client Practice discuss five key questions business owners should ask themselves when considering the risks of over-concentration in their portfolio: https://ow.ly/i7q530sywLU
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Read the latest issue of The Agenda, our briefing by the Mishcon de Reya LLP Corporate team and let us know what you'd like to see from us in the next edition!
The latest issue of The Agenda is out now, covering all the latest from the Mishcon de Reya Corporate team. Read now for insights from editor Saul Sender and features on the new and updated Government guidance on the NSI regime, tips for start-up success, key points to consider when transitioning into a family business and more. https://lnkd.in/engvEuN5
The Agenda
mishcon.com
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Entrepreneur, Marketing Maverick, Integrity Driven & Trustworthy Community Supporter! Always Seeking Personal Growth & Authentic Connections.
👍TRUSTED REGINA EXPERT TIP👍 how often you should review your will - and why? John Barabe is a Trusted Regina Financial Management Consultant and he has an unwavering commitment to quality and service. Supporting Regina businesses, consumers and the community is what we do BEST! #FinancialTip #FinancialExpert #LocalExperts #Experttips #Experts #Regina #YQR #Shoplocal #Supportlocal #YQRliving #Community #TrustedRegina
How Often You Should Review Your Will - Expert Advice From Trusted Regina Financial Advisor John Barabe
shha.re
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Developing a Business Case: Introduction to the Strategic and Economic Cases Alice Pugh covers the importance of having both a strategic and an economic case when raising a business case. https://shorturl.at/nBS39
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#DEGAandBUSINESS It is no secret that the key to the successful development of any business is the availability of its own financial resources💰 In the latest article our Associate Olga Solotska explores the main aspects of the authorized capital formation of a company, paying special attention to its step-by-step increase guide. Follow the link to learn more: http://surl.li/tnamw #DEGAATTORNEYS #LegalInsights
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🇺🇸USCG, Retired; Emergency Preparedness & Response Advisor (Oil & Gas); Community Volunteer at Various Non Profit organizations
3moCongratulations Bogart Wealth…!!! Very Impressive Achievement.