Symple’s Post

Every day is a chance to rewrite your success story. Embrace the challenges, celebrate the victories, and let your ambition guide you. Here's to a week filled with success and triumphs! 💪🌟 www.fxiqpro.co #newweeknewgoals #currencyexchange #currencytrading #foreignexchange #moneytransfer #moneytransfer #londonbusiness #fxtrading #fxtrader #moneytips #customerportal #customerservice #businessboost #moneymanagement

A new month, a new beginning! Let's make October 2023 one to remember! 🙌 Time flies, but let's make sure to make the most of it. 🤗 #Excigent #ExcigentWealthAdvisors #MoneyMonday #FinancialPlanning #MoneyMatters #WealthManagement

Money. It’s the root of all evil that much we know. But we also know it makes the world go round. As an early stage investor I believe that money is in fact an expression of trust (sprinkled with some hope and leavened by due diligence). Your investments are an endorsement of the story you are told, your faith in the team to bring it to fruition and the bigger opportunity you believe exists for the business to thrive in. So money is fungible with trust. But money, like trust, has limits. Most early stage ventures fail. In these situations Trust was given but evidently misplaced. Usually this doesn’t imply bad faith but sometimes it can. Siht happens. More often the market opportunity you imagined to be structural was transitory or the team you believed was solid was not. When siht happens its not personal but it is emotional. Because trust was given. Trust of course is a two way street and as a former (and current) founder there are many situations where I have felt my trusted investors strayed from the path of trust. What’s the solution to this conundrum? When you ask for, or offer, money you are actually asking for, or giving, trust. Recognising that might help when the speed bumps appear. But then again, it might not. #musingonmoney #trust #investing

Can You Predict Our Second Speaker for The Money Magnet Conference 2023? As we build up anticipation for TMMC 2023, we will keep unveiling the lineup of exceptional experts read it to share their stories, secrets, strategies with you. Clue: - An esteemed female figure. - A revered growth strategist. - An authority in the realm of Profitable Relationships. Care to take a guess on the identity of this remarkable speaker?

Karen Kerby's recent Financial Advisor article "New Private Funds: What RIAs Need To Know" is a must-read for RIAs looking to get up to speed with the latest developments in the industry. The article discusses new rules by the Securities and Exchange Commission (SEC) that would increase reporting requirements for private funds managed by registered investment advisors (RIAs). The rules aim to improve transparency and oversight of the private fund industry. Key Points include: • Seven new rules cover quarterly statements, audits, advisor transactions, and restricted activities - increasing transparency. • It aligns with the current Custody Rule on audits but may increase costs for some advisors. • The proposed "Safeguarding Rule" would further expand protections for client assets. Seek expert guidance to navigate changes and protect investor interests. Visit our site to learn how we can assist your firm and to read the complete article. https://lnkd.in/e3umYzdj #yourworldworthmore

Karen Kerby's recent Financial Advisor article "New Private Funds: What RIAs Need To Know" is a must-read for RIAs looking to get up to speed with the latest developments in the industry. The article discusses new rules by the Securities and Exchange Commission (SEC) that would increase reporting requirements for private funds managed by registered investment advisors (RIAs). The rules aim to improve transparency and oversight of the private fund industry. Key Points include: • Seven new rules cover quarterly statements, audits, advisor transactions, and restricted activities - increasing transparency. • It aligns with the current Custody Rule on audits but may increase costs for some advisors. • The proposed "Safeguarding Rule" would further expand protections for client assets. Seek expert guidance to navigate changes and protect investor interests. Visit our site to learn how we can assist your firm and to read the complete article. https://lnkd.in/e3umYzdj #yourworldworthmore

Karen Kerby's recent Financial Advisor article "New Private Funds: What RIAs Need To Know" is a must-read for RIAs looking to get up to speed with the latest developments in the industry. The article discusses new rules by the Securities and Exchange Commission (SEC) that would increase reporting requirements for private funds managed by registered investment advisors (RIAs). The rules aim to improve transparency and oversight of the private fund industry. Key Points include: • Seven new rules cover quarterly statements, audits, advisor transactions, and restricted activities - increasing transparency. • It aligns with the current Custody Rule on audits but may increase costs for some advisors. • The proposed "Safeguarding Rule" would further expand protections for client assets. Seek expert guidance to navigate changes and protect investor interests. Visit our site to learn how we can assist your firm and to read the complete article. https://lnkd.in/e3umYzdj #yourworldworthmore

Karen Kerby's recent Financial Advisor article "New Private Funds: What RIAs Need To Know" is a must-read for RIAs looking to get up to speed with the latest developments in the industry. The article discusses new rules by the Securities and Exchange Commission (SEC) that would increase reporting requirements for private funds managed by registered investment advisors (RIAs). The rules aim to improve transparency and oversight of the private fund industry. Key Points include: • Seven new rules cover quarterly statements, audits, advisor transactions, and restricted activities - increasing transparency. • It aligns with the current Custody Rule on audits but may increase costs for some advisors. • The proposed "Safeguarding Rule" would further expand protections for client assets. Seek expert guidance to navigate changes and protect investor interests. Visit our site to learn how we can assist your firm and to read the complete article. https://lnkd.in/e3umYzdj #yourworldworthmore

Karen Kerby's recent Financial Advisor article "New Private Funds: What RIAs Need To Know" is a must-read for RIAs looking to get up to speed with the latest developments in the industry. The article discusses new rules by the Securities and Exchange Commission (SEC) that would increase reporting requirements for private funds managed by registered investment advisors (RIAs). The rules aim to improve transparency and oversight of the private fund industry. Key Points include: • Seven new rules cover quarterly statements, audits, advisor transactions, and restricted activities - increasing transparency. • It aligns with the current Custody Rule on audits but may increase costs for some advisors. • The proposed "Safeguarding Rule" would further expand protections for client assets. Seek expert guidance to navigate changes and protect investor interests. Visit our site to learn how we can assist your firm and to read the complete article. https://lnkd.in/e3umYzdj #yourworldworthmore

Karen Kerby's recent Financial Advisor article "New Private Funds: What RIAs Need To Know" is a must-read for RIAs looking to get up to speed with the latest developments in the industry. The article discusses new rules by the Securities and Exchange Commission (SEC) that would increase reporting requirements for private funds managed by registered investment advisors (RIAs). The rules aim to improve transparency and oversight of the private fund industry. Key Points include: • Seven new rules cover quarterly statements, audits, advisor transactions, and restricted activities - increasing transparency. • It aligns with the current Custody Rule on audits but may increase costs for some advisors. • The proposed "Safeguarding Rule" would further expand protections for client assets. Seek expert guidance to navigate changes and protect investor interests. Visit our site to learn how we can assist your firm and to read the complete article. https://lnkd.in/e3umYzdj #yourworldworthmore